<aside> 💡 NOTE: This documentation refers to the Monster UI applications

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User Story

• A new user wants to understand what application to use for getting started with and managing and maintaining their account. They are confused about whether to use SmartPBX, Advanced Callflows or system APIs.
• A new user is looking to understand how these applications interact with each other.

Overview

It’s important to understand both SmartPBX and Callflows access the same back end database and use the same APIs to transfer data.   Edits from one app will reflect in the others the next time you load it.  Some apps however, do not provide access to certain settings, either because it is considered more complex and requires admin level understanding, or the setting was added as a new feature not yet updated in an older app.

This document will share recommendations on when to use each configuration method. In addition it will review some 2600Hz history to give context to the applications and how they evolved.

In short

Your administrator will likely use Account Manager for your initial account setup. Once your account is accessible, Smart PBX is often set as the default application you see when logging in.

Use SmartPBX for account maintenance and management whenever possible. It is the most current and most user friendly app for your initial setup.

Use Callflows if you are an administrator and want to set up some more advanced, complex features for your client

Use KAZOO’s powerful API library if none of the options above provide a feature you require, or if your process is a back-end calculation or for automation needs that does not need user input.  Note: API use requires a developer who is comfortable using JSON APIs as their preferred programming language, and is familiar with Kazoo configurations and reading Kazoo docs.

A summary chart of what functionality can be managed in each app is available at the end of this document.

Sample setup steps

Set up your Initial Account with Account Manager

This will be accomplished with your Account administrator.  Once your initial account has been set up, you will want to personalize it according to your office requirements.

Get Started with your personalizations with SmartPBX

Once your account has been set up by an administrator it’s best for as much configuration to be exposed in SmartPBX as possible for End Users to see.   Spend some time stepping through the application and working with the features available for you.