Getting Started with Your PBX

Welcome to 2talk! This guide is the checklist your onboarding agent will walk through with you to set up your Cloud PBX. Each item links to a detailed article you can follow on your own afterward.

Account essentials

• Add a credit card so your account can be billed and topped up.
• Set up E911 so emergency dispatchers see the right address when someone dials 911.
• Create users for everyone who needs to log in or be assigned a number.

Switchboard — the features most customers configure first

Inbound

• Auto Attendant — greet callers and let them choose a destination.
• Call Queue — hold callers in line for the next available agent.
• Call Forwarding — route calls to another number on busy, no answer, or always.
• Voicemail — capture missed calls with optional email and AI transcription.

Outbound

• Caller ID and Privacy — choose what number is shown on outbound calls.
• International Block — restrict outbound international calling.

Advanced

• Call Parking — park calls in shared bays so anyone can pick them up.
• Call Recording and AI Transcription — record and transcribe calls for review.

Preferences

• Time Zones — set the local time zone on each number.
• Time Schedules — route calls differently during business and after hours.

If you need a feature that isn’t in the list above, ask your onboarding agent or browse the full 2talk help center for setup guides.