The Workspace Tab Menu and Multiple Pages


phone.systems™ allows you to split up your voice system into logical groups and functions that may be arranged over multiple workspace pages. This feature is very useful when building complex voice systems, such as a PBX for a multi-branch business. The various workspace pages are accessed via the tabs on the Workspace Tab Menu, and the tabs may be labeled so as to define the functionality of each workspace page.

The figure below serves as a simple illustration of the phone.systems™ workspace tab feature. In this PBX configuration, a voice menu directs incoming calls to either a sales or technical support queue, and then these calls are further distributed to agents.

This PBX configuration may be split-up into three separate logical functional groups:

  • The main PBX logic consisting of the incoming phone number and the voice menu
  • The PBX logic for the "sales" division
  • The PBX logic for the "tech support" division

Firstly, new workspace pages must be added to which the "sales" and "tech support" logic will be moved. These additional tabs (and associated workspace pages) may be generated by clicking on the icon at the top right-hand edge of the Workspace Tab Menu.

Note that a new tab has been created, presenting a blank workspace. The original phone.systems logic as defined above was assembled on the workspace, and may be accessed by clicking on that tab. The tab currently labeled as "New Tab" is then re-named "Sales", as this workspace page will contain the PBX logic for the "sales" division. This is done by double-clicking on the label on the Workspace Tab Menu and then editing the name of that tab. An additional tab is created and then renamed "Tech Support". Note that the may also be renamed if desired.

In the figure below, the three tabs are shown: "Main Tab", "Sales" and "Tech Support".

The next step is to move the "Sales" Queue object and all of its child objects (objects connected to the right-hand side of that object) to the workspace page accessed by the "Sales" tab. In order to achieve this, select the "Sales" Queue object, hold down the "a" key and drag the "Sales" Queue object up to the "Sales" tab. Once that tab becomes highlighted, release the mouse key and all of the sales voice logic will now be moved to the "Sales" workspace page as shown below. The PBX objects may be repositioned on the workspace as required.

Note that logical connectivity between the voice objects on different workspace pages is represented by a cable terminating in a "blue cloud". By clicking on this "blue cloud", the workspace page associated with this connection is displayed.

Similarly, the "Tech Support" Queue object and all of its child objects are moved to the "Tech Support" tab workspace, completing the separation of this voice logic into functional groups.

Once this process has been completed, there are three separate workspace pages:

  • The "Main Tab" contains the main PBX logic consisting of the incoming phone number and the voice menu.
  • The "Sales" tab which includes all of the objects associated with the sales function.
  • The "Tech Support" tab which includes all of the objects associated with the support function.

Existing tabs may be deleted by double-clicking on a highlighted tab, and then clicking on the "X" on the right-hand corner of that tab.

In addition, tabs may be moved to different positions on the Workspace Tab Menu by clicking on the required tab and then dragging that tab along the Workspace Tab Menu.

Note that the visibility of the Workspace Tab Menu may be toggled on and off by using the icon found in the Advanced Settings menu on the Palette.

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