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Getting Started with The One Voice

Accessing Voice from Hub

  1. Log in to The One Hub at hub.theonestack.com
  2. Click Voice in the Hub Bar (top navigation)
  3. You are redirected to app.theonevoice.app and automatically signed in via SSO — no separate login required

If your organization has Voice embedded inside the PSA or another product, look for the Phone panel or sidebar icon in that product's UI.

Initial Setup Checklist

Complete these steps before making your first call:

StepWhereNotes
1. Purchase a phone numberPhone Numbers → Buy NumbersSearch by area code, city, or pattern
2. Create at least one extensionExtensions → Add ExtensionAssign to a user; generates WebRTC credentials
3. Configure business hoursSettings → Business HoursSets open/closed routing behavior
4. Set a default caller IDSettings → Caller IDThe number shown when agents call out
5. (Optional) Build an IVRIVR BuilderRoute inbound callers to the right team
6. (Optional) Register 10DLCSMS → 10DLC RegistrationRequired before sending business SMS
7. (Optional) Set recording policySettings → RecordingChoose auto-record, on-demand, or never

Key Concepts

TermDefinition
ExtensionA virtual phone line assigned to one user. Each extension gets a SIP identity and WebRTC token for the browser softphone.
Hunt GroupA set of extensions that ring together (simultaneously or in sequence) for an inbound call.
Call QueueA waiting room for inbound calls. Agents must set themselves "available" to receive calls from a queue.
IVRInteractive Voice Response — the menu callers navigate ("Press 1 for support…"). Built visually in the IVR Builder.
Conference BridgeA persistent meeting room callers join by dialing an extension and entering a PIN.
Park Lot20 hold slots (orbits 701–720). Park a call to free your line, then anyone can pick it up by dialing the orbit number.
10DLC10-Digit Long Code — the carrier registration program required for business SMS on US local numbers.
E911Enhanced 911 — physical address linked to a phone number so emergency services can locate a caller.
CNAMCaller ID Name — the name displayed to the person you're calling (max 15 characters).
MOHMusic on Hold — audio played to callers while they wait in a queue or are on hold.
SkillA tag assigned to agents (e.g., "Spanish", "Tier 2", "Billing") with a proficiency level (1–5). Used by skills-based routing.

Making Your First Call

Step 1 — Open the Softphone

Click the phone icon in the top navigation bar. The softphone panel slides in from the right side of any page.

Step 2 — Select Your Extension

If you have more than one extension, click the extension name at the top of the softphone to switch.

Step 3 — Check Audio Devices

Click the gear icon in the softphone header. Verify your microphone and speaker are selected correctly. The browser will prompt for microphone permission the first time.

Step 4 — Dial a Number

  • Type a phone number (E.164 format: +12125551234, or just 2125551234 — the system normalizes it)
  • Or type a name/company to search contacts
  • Click the green Call button or press Enter

Step 5 — During the Call

ActionHow
Mute/unmuteClick the microphone icon
Put on holdClick the pause icon
Transfer (blind)Click Transfer → type destination → Send
Transfer (attended)Click Transfer → call destination first → confirm
Conference (3-way)Click Add Call → dial second party → merge
ParkClick Park → note the orbit number (701–720)
End callClick the red hang-up button

Step 6 — After the Call

  • The call appears in Calls (call log) within seconds
  • If AI is enabled for your org, a Call Recap is generated automatically (summary, action items, sentiment)
  • If recording was enabled, the recording appears in Recordings with a playback link