Captain Watch
System view and inside an organization
A live view of this CaptainPBX. In the system view it is the whole appliance. After you select an organization, the same menu item is named Watch and shows that organization.
Guides
The menu, in the order you see it.
Each icon is the same one in CaptainPBX. Read the line, then open the guide for the steps.
System view The whole appliance, before you pick an organization.
Inside an organization One phone system on that appliance.
Home
See whether the appliance and the phones are healthy before you change anything.
Read the guide
EndpointWatch
Inside an organization
Which phones are registered, and alerts when a phone drops offline.
Voice
The numbers people dial, and what happens on the call.
Extensions
Inside an organization
The phone numbers for this organization. Each number can have a person, a SIP phone, and voicemail.
Business Hours
Inside an organization
The weekly open and closed times. Inbound routes and menus use this to send calls a different way after hours.
Ring groups
Inside an organization
One number that rings several extensions together, or one after another.
IVR
Inside an organization
A recorded menu. The caller presses a key and the call goes to an extension, a group, a queue, or another menu.
Parking
Inside an organization
Put a live call in a shared slot, then pick it up from any phone by dialing that slot.
Paging
Inside an organization
A one-way announcement to a group of phones. The called phones answer on speaker.
Conferences
Inside an organization
A room number. Everyone who dials it joins the same call.
Calling Policy
Inside an organization
Rules for which destinations an extension is allowed to dial.
Feature Codes
Inside an organization
Short codes dialed from a phone, such as pickup, park, or voicemail.
Audio
The recordings callers hear, and the music they hear while they wait.
Sounds
Inside an organization
Recorded prompts and announcements. IVR menus and inbound routes play these.
Music on Hold
Inside an organization
What a caller hears while they wait, on hold, or in a queue.
Media
Voicemail messages and recordings of calls.
Voicemail
Inside an organization
Greetings and messages for the extensions in this organization.
Call recordings
Inside an organization
Listen to calls that this organization recorded.
Queue
Callers wait here until a person is free to answer.
Queue
Inside an organization
Callers wait in line until an agent is free. Agents are extensions that join the queue.
Routes
How calls come in from outside, and how people dial out.
Trunks
Inside an organization
The connection to your SIP provider. Outside calls use a trunk. Inside calls do not.
Inbound
Inside an organization
What happens when someone calls your outside number.
Outbound
Inside an organization
How extensions dial the outside world, and which trunk carries the call.
People
Who can sign in, which team they belong to, and the directory.
People
System view and inside an organization
The logins. A person can be an administrator, a phone user, or both. A person is not an extension, though an extension often has one.
Teams
Inside an organization
A named set of people, such as a department. A team is not a permission.
Contacts
Inside an organization
The directory of names and numbers people can look up from a phone or the portal.
Captain AI
Transcription activity for the organization you have open.
Activity
Inside an organization
Transcription and other Captain AI work for this organization.
Insights
Reports you can read, filter, and export.
Call Analytics
Inside an organization
Reports of calls: who called, who answered, and how long it lasted.
IVR Analytics
Inside an organization
Which menu keys callers press.
Queue Analytics
Inside an organization
How long callers waited, and how the queue's agents answered.
Conference Analytics
Inside an organization
Who joined conference rooms, and for how long.
Calling Policy Analytics
Inside an organization
Calls that a calling policy allowed or blocked.
Logs
System view
Messages the appliance recorded. Use this when something failed and you need the time and the text.
Platform
Settings for the whole appliance: organizations, sign-in, and SIP.
Organizations
System view
Each organization is its own phone system on this appliance: its own people, numbers, and SIP domain.
Roles & Permissions
System view
What each role is allowed to open and change.
Global SIP Settings
System view
SIP settings for the whole appliance, shared by every organization.
AMI / ARI users
System view
Usernames for other software that connects to the call engine.
Browser phone
System view
Place and answer calls from a browser, without a desk phone.
Captain Auth
System view
How people sign in on the web, including a second factor.
Settings
System view
Appliance-wide preferences, such as the name and time defaults.
API tokens
Inside an organization
A key a script can use to talk to CaptainPBX for this organization. Treat it like a password.
System
Security, backups, certificates, and updates for this machine.
Captain Shield
System view
Who may reach this appliance: the admin website, SSH, and SIP phones.
Captain Audit
System view
A history of who changed what. Passwords are not written in the history.
Captain Vault
System view
Encrypted backups of this appliance.
Captain Bulk
System view
Add many extensions or people from one list, instead of one at a time.
Captain AI
System view
Turn transcription on for the appliance, and choose how it is allowed to run.
Captain Bridge
System view
Tasks that belong to the machine itself, such as its network address.
Captain Trust
System view
The HTTPS certificate the browser checks when people open CaptainPBX.
Captain Update Center
System view
See what is installed, and apply updates.
Maintenance
System view
Restart a stuck service, or run a maintenance task, when the phone system needs a nudge.