Account Settings

Account Settings control phone-system behavior for the whole tenant — caller ID defaults, routing options, blacklists, and advanced call features. Resellers and technical administrators use this area to turn features on or off per customer account.

Where to find Account Settings

In the QVOICE Platform Admin Portal:

1. Open SmartPBX.
2. Open Account Settings.
3. Choose a tab (Caller-ID, Blacklist, Misc, or AutoClip).
4. Change settings and click Update (Save).

Screenshot gallery: Click any thumbnail to zoom.

Settings overview

Use this table as a map of what lives in Account Settings. Sections marked Documented below have full guidance on this page; others can be added over time.

Tab	Setting	Summary
Caller-ID	Internal / on-net caller ID	Default name and number for on-net calls
Caller-ID	External / off-net caller ID	Default name and number for outbound PSTN calls
Caller-ID	Emergency caller ID	E911 caller ID for the account
Caller-ID	Asserted ID	Asserted identity for supported trunks
Blacklist	Blacklists	Assign account blacklists for inbound blocking
Misc	Call waiting	Enable or disable call waiting for the whole account
Misc	Blind transfer callback	Ring the agent back when a blind transfer fails — Documented below
Misc	Prefer on-net routing	Route matching platform numbers on-net instead of PSTN
Misc	On-net zero rate	Zero per-minute rate for on-net loopback legs
Misc	Preflow	Run a callflow before any other callflow on the account
Misc	Outbound flags	Custom outbound routing flags (static / dynamic)
Misc	Register & call IP ACL	Restrict SIP registration and inbound calls by source IP
Misc	Call journey trace	Capture call journey timeline on CDRs
Misc	Call recording — validate start	Check that recordings are writing after start — Documented below
AutoClip	AutoCLIP callback routing	Route customer callbacks to the last outbound agent — Documented below

AutoCLIP Callback Routing

What is this?

When someone on your team calls a customer from their phone or softphone, QVOICE Platform remembers that connection. If the customer calls your company number back, the call can go straight to the same person instead of waiting in the main menu or queue.

Why is it useful?

• Customers reach the agent they were already talking to — less repetition and faster resolution.
• Sales and account teams keep continuity on follow-up calls.
• Reduces frustration when callers say they already explained their issue to someone else.

How to turn it on

1. Open SmartPBX → Account Settings.
2. Select the AutoClip tab.
3. Enable AutoCLIP.
4. Adjust Advanced settings if needed (see below).
5. Click Update.

flowchart LR
  outbound[Agent calls customer] --> link[Platform saves callback link]
  inbound[Customer calls company number] --> match{Number matches?}
  match -->|Yes| agent[Ring same agent]
  match -->|No| normal[Normal inbound routing]

Optional settings (Advanced)

Setting	What it means	Default
Route lifetime	How long the callback link stays active	7 days
Delete route after first callback	Remove the link after one successful callback	Off
Caller ID match digits	Match the callback using the last digits of the caller's number	7 digits
Match inbound DID	Only connect if the customer dials the same company number the agent used on the outbound call	Off

Good to know

• Applies to the whole account, not individual users.
• Only outbound calls to external phone numbers create a link; calls between internal extensions do not.
• If the agent has call forwarding on their user profile, normal forwarding still applies.
• The feature is off by default — enable it per account when callback-to-agent behavior is required.

Blind Transfer Callback

What is this?

When an agent blind-transfers a call to a colleague or external number and that person is busy, does not answer, or cannot be reached, QVOICE Platform rings the transferring agent back automatically so they know the transfer did not succeed.

Why is it useful?

• Agents are not left wondering whether the customer ever connected.
• Reception and support staff can try another destination or take the caller back immediately.
• Familiar behavior for teams moving from on-prem phone systems that offer blind transfer callback.

How to turn it on

1. Open SmartPBX → Account Settings.
2. Select the Misc tab.
3. Under Blind Transfer Callback, enable the feature.
4. Click Update.

flowchart LR
  xfer[Agent blind transfers call] --> fail{Target busy or no answer?}
  fail -->|Yes| callback[Ring agent back]
  fail -->|No| ok[Call connected]

Good to know

• Works for blind transfers to internal extensions and external numbers (details differ slightly by destination type).
• The agent must transfer from their phone or softphone (the device they are registered on).
• If the person being transferred to has call waiting enabled, a busy line may still allow the transfer to connect; callback mainly helps when the transfer truly fails.
• If the target is on Do Not Disturb and no phones are ringing, the transferring agent still gets called back.
• The feature is off by default.

Recording Start Validation

What is this?

After a call recording starts, QVOICE Platform waits a few seconds and checks that the recording file is actually being written. This helps your operations team spot recording problems early instead of discovering empty or missing files later.

Why is it useful?

• Catch misconfigured recording or storage issues close to call time.
• Useful for accounts that rely on compliance, quality assurance, or dispute resolution recordings.
• Does not change how users start or stop recordings — it is a background health check only.

How to turn it on

1. Open SmartPBX → Account Settings.
2. Select the Misc tab.
3. Under Call recording, enable Validate recording start.
4. Choose a validation delay of 5–10 seconds.
5. Click Update.

Admin permissions

This setting may require elevated account permissions, in the same area as other advanced account diagnostics.

Good to know

• Does not stop, restart, or block recordings.
• Off by default — enable for accounts where recording reliability is important.
• If validation fails, your monitoring or support processes can investigate; callers are not interrupted.