Crexendo VIP
Calling, apps, voicemail, messaging, and system administration.
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- FAQs: CAIRO AI Receptionist What's created automatically when CAIRO is turned on for a domain. AI Receptionist (CAIRO) & Voice AI
- How To: AI Receptionist - Activate Turn on a finished CAIRO AI Receptionist so it starts answering calls. AI Receptionist (CAIRO) & Voice AI
- How To: AI Receptionist - Configure Time of Day Routing Send calls to your AI Receptionist during the right hours using Time of Day Routing. AI Receptionist (CAIRO) & Voice AI
- How To: AI Receptionist - Manage Existing AI Edit, update, deactivate or delete your existing CAIRO AI Receptionists. AI Receptionist (CAIRO) & Voice AI
- How To: AI Receptionist - View Analytics and Usage See call statistics and performance for your CAIRO AI Receptionists. AI Receptionist (CAIRO) & Voice AI
- How To: Use Voice AI Studio Create professional greetings, auto attendant and hold messages with Voice AI Studio. AI Receptionist (CAIRO) & Voice AI
- Problem: AI Receptionist - Redundancy Send calls to a backup destination whenever your AI Receptionist is unavailable. AI Receptionist (CAIRO) & Voice AI
- Problem: AI Receptionist - Troubleshooting Basic checks when the CAIRO AI Receptionist isn't working as expected. AI Receptionist (CAIRO) & Voice AI
- Problem: Office Manager Can't See CAIRO Tile The AI Receptionist tile is missing from the portal: what to check. AI Receptionist (CAIRO) & Voice AI
- How To: AI Receptionist - Create and Edit IMPORTANT: Read Before Proceeding Before you can configure your AI Receptionist, AI Receptionist (CAIRO) & Voice AI
- Error: Business Marketing Messaging - Campaign cancelled What "Campaign cancelled" means and what to do if you didn't cancel it. Business Marketing Messaging
- Error: Business Marketing Messaging - Messages rejected What "Messages rejected" means and how to fix your campaign content. Business Marketing Messaging
- Error: Business Marketing Messaging - Sending limit reached What the "Sending limit reached" campaign error means and how to fix it. Business Marketing Messaging
- Error: Business Marketing Messaging - Your account has insufficient funds What the "insufficient funds" campaign error means and how to add credits. Business Marketing Messaging
- FAQs: Business Marketing Messaging Answers to common questions about sending, importing contacts and campaigns in Business Marketing Messaging. Business Marketing Messaging
- How To: Business Marketing Messaging - Build Strong Condition Set for Automation Build automation conditions that trigger on the right inbound messages and avoid false triggers. Business Marketing Messaging
- How To: Business Marketing Messaging - Create and Manage Contact Lists Create, sort, share, export, and delete contact lists for targeted messaging. Business Marketing Messaging
- How To: Business Marketing Messaging - Import Contacts Import contacts from a CSV or Excel file and map them to the right fields and lists. Business Marketing Messaging
- How To: Business Marketing Messaging - Removing Automation Condition Remove a condition from a Business Marketing Messaging automation, with a guide to each condition type. Business Marketing Messaging
- How To: Business Marketing Messaging - Schedule Messages Schedule one-to-one messages or campaigns to send later (prepaid accounts need auto top-up). Business Marketing Messaging
- How To: Business Marketing Messaging - Send a Message Send a text using Quick Message or New Message, and choose the sender and recipients. Business Marketing Messaging
- How To: Business Marketing Messaging - Send MMS (Picture Messages) Send images, PDFs, or contact cards by MMS, including supported file types and size limits. Business Marketing Messaging
- How To: Business Marketing Messaging - Send SMS Campaigns Send a bulk SMS campaign to pasted numbers, saved lists, segments, or an uploaded file. Business Marketing Messaging
- Overview: Business Marketing Messaging - Automation Actions & Settings What each automation action does: list changes, auto-replies, forwarding, unsubscribes, and webhooks. Business Marketing Messaging
- Overview: Business Marketing Messaging - Automation Conditions How conditions decide when an automation triggers, alone or combined. Business Marketing Messaging
- Overview: Business Marketing Messaging - Automations What automation templates are, where to find them, and best practices for testing and naming. Business Marketing Messaging
- Overview: Business Marketing Messaging - Campaign Status Notifications What each campaign status banner means after you send, and what to do next. Business Marketing Messaging
- Overview: Business Marketing Messaging - Message Status Definitions & Codes What each message status and delivery code means, and where to find them in campaign reports. Business Marketing Messaging
- Problem: Business Marketing Messaging - Automation Issue Troubleshooting Fix an automation that won't trigger or triggers too often. Business Marketing Messaging
- Problem: Business Marketing Messaging - Can't Find Quick Message Icon Can't find the Quick Message icon: it's in the bottom-right corner of every page. Business Marketing Messaging
- Problem: Business Marketing Messaging - Cannot Receive MMS Replies Not getting MMS replies: your account needs a dedicated number that can receive MMS. Business Marketing Messaging
- Problem: Business Marketing Messaging - Cannot Send MMS using Phone MMS can't be sent from the mobile app; use the web platform instead. Business Marketing Messaging
- Problem: Business Marketing Messaging - Contacts Imported but not on the Right List Imported contacts landed on the wrong list: check the list mapping. Business Marketing Messaging
- Problem: Business Marketing Messaging - Contacts Unsubscribed after Import Re-importing contacts doesn't resubscribe them; unsubscribed contacts must be resubscribed by hand. Business Marketing Messaging
- Problem: Business Marketing Messaging - Custom Field Missing from Mapping Dropdown Custom field missing when mapping an import: add it with "+ Add custom field". Business Marketing Messaging
- Problem: Business Marketing Messaging - Import fails Contact import fails or shows invalid numbers: check the file type and number format. Business Marketing Messaging
- Problem: Business Marketing Messaging - Message is Longer than Expected A message is using more credits than expected: check the character count and shorten it. Business Marketing Messaging
- Problem: Business Marketing Messaging - Missing Contacts Can't find contacts, lists or segments: search again or re-import from a file. Business Marketing Messaging
- Problem: Business Marketing Messaging - Send Now Button is Disabled The Send Now button is greyed out: check recipients, message content and the Sender ID. Business Marketing Messaging
- How To: Audio Monitoring Listen in silently on an agent's call for coaching or quality checks. Call Center & Analytics
- How To: Call Back for Call Queue Let callers request a callback instead of waiting on hold in a queue. Call Center & Analytics
- How To: Manage Calls Using the Attendant Console Answer, transfer, and monitor calls for your whole office from one screen. Call Center & Analytics
- How To: Navigate Call Center as a Call Center Supervisor A supervisor's tour of Call Center in the VIP Portal: queues, agents, monitoring and reports. Call Center & Analytics
- How To: Remove Barge IN Remove star-code barge-in and call listening for every user on a domain. Call Center & Analytics
- How To: Run Call Center Reports and Metrics Build, schedule and export call center reports on queues and agents. Call Center & Analytics
- How To: Add Remote Storage Configuration Send call recordings to your own cloud storage for long-term keeping. Call History & Recordings
- How To: Edit Remote Storage Configuration Change where call recordings are offloaded for long-term storage. Call History & Recordings
- How To: Filter Call History Filter call history by date, user, or call type to find a call fast. Call History & Recordings
- How To: Navigate and Use the Call History Section of the Portal See all calls for your domain, filter them, find recordings and block spam callers in the VIP Portal. Call History & Recordings
- How To: Play Back an Archived Recording Listen to call recordings that were offloaded to remote storage. Call History & Recordings
- How To: Record Calls and Access Call Recordings Turn call recording on or off and listen to recordings (kept 90 days unless offloaded to external storage). Call History & Recordings
- Policy: Call Recording Retention How long call recordings and call records are kept, and your storage options. Call History & Recordings
- How To: Add Music On Hold to the Domain and to Call Queues Add your own hold music and on-hold messages to the domain or to specific call queues. Call Routing & Business Hours
- How To: Associate Time Frame with Auto Attendant Greeting Play a different auto attendant greeting during a specific time frame. Call Routing & Business Hours
- How To: Create a New Answering Rule Create an answering rule that controls how your calls ring, forward, or go to voicemail. Call Routing & Business Hours
- How To: Create a Night Mode Button Create a phone button that switches calls to your after-hours destination with one press. Call Routing & Business Hours
- How To: Create a Ring Group Ring several extensions at once, like a simple Ring All call queue. Call Routing & Business Hours
- How To: Create and Edit Auto Attendants Build a phone menu that greets callers and routes them to people, queues, voicemail, or a dial-by-name directory. Call Routing & Business Hours
- How To: Create and Edit Call Queues Route callers to a group of agents with Round Robin, Ring All, Linear Hunt, and other queue types. Call Routing & Business Hours
- How To: Create and Edit Time Frames Set business hours, after-hours, and holiday schedules, then tell your phone system what to do during each. Call Routing & Business Hours
- How To: Create and Use Conference Bridges Create and use audio conference bridges, including dedicated vs. owned bridges and leader controls. Call Routing & Business Hours
- How To: Create Conference Extension Set up a static conference extension that several people can dial into. Call Routing & Business Hours
- How To: Enable Time Frame for Domain Set up company-wide time frames for inbound call routing. Call Routing & Business Hours
- How To: Set Up Phones for an Executive and Assistant Ring both executive and assistant, hand off calls in one tap, and listen in without hold music. Call Routing & Business Hours
- How To: Time-Based Call Routing Route calls to different places depending on the day and time. Call Routing & Business Hours
- Problem: Calls Aren't Routing to After-Hours when Night Mode is On Night mode is on but calls aren't going to after-hours routing: how to fix it. Call Routing & Business Hours
- Problem: Cannot Get Out of Night Mode Night mode stays on: how to turn it off from Inventory and get normal call routing back. Call Routing & Business Hours
- Problem: Night Mode Button not Showing on Phone The night mode key is missing from your phone: how to add it back. Call Routing & Business Hours
- FAQs: Group Messaging Answers to common questions about reminders, blasts, drips, and contacts. Group Messaging & SMS
- How To: Group Messaging - Access Sign in to Group Messaging for the first time. Group Messaging & SMS
- How To: Group Messaging - Add, Edit, Import, and Delete Contacts Manage your Group Messaging contacts, including CSV imports and opt-out and consent fields. Group Messaging & SMS
- How To: Group Messaging - Apply Drip Campaign Add a contact to an existing drip campaign so scheduled follow-ups start sending. Group Messaging & SMS
- How To: Group Messaging - Create a Blast Campaign Create, schedule, and send a blast to a contact list, with tips to reduce opt-outs. Group Messaging & SMS
- How To: Group Messaging - Create and Edit Contact Lists Build contact lists for blasts and grow them automatically with auto-subscribe keywords. Group Messaging & SMS
- How To: Group Messaging - Create Canned Responses Save pre-written replies, set keyword auto-replies, and choose one as your away message. Group Messaging & SMS
- How To: Group Messaging - Delete a Reminder Delete a scheduled reminder before it sends. Group Messaging & SMS
- How To: Group Messaging - Delete Blast Campaign Delete a blast you no longer need, including drafts and scheduled blasts. Group Messaging & SMS
- How To: Group Messaging - Delete Drip Campaign Permanently delete a drip campaign and stop any messages it hasn't sent. Group Messaging & SMS
- How To: Group Messaging - Delete or Archive Conversation Archive inactive conversations or permanently delete ones you no longer need. Group Messaging & SMS
- How To: Group Messaging - Export Message History Export the message history from a conversation or date range. Group Messaging & SMS
- How To: Group Messaging - Manage Blocked Senders Block a number so its messages aren't stored, and manage your blocked senders list. Group Messaging & SMS
- How To: Group Messaging - Manually Opt-Out a Contact Mark a contact as opted out so they stop receiving messages. Group Messaging & SMS
- How To: Group Messaging - Navigate the Conversation Pane Start, archive, delete, and export conversations, and understand opt-in and consent status. Group Messaging & SMS
- How To: Group Messaging - Search for User Guides Find the right Group Messaging guide for what you need to do. Group Messaging & SMS
- How To: Group Messaging - Send a Reminder Message Schedule a one-to-one follow-up message to a contact, then edit or delete it before it sends. Group Messaging & SMS
- How To: Group Messaging - Send an MMS Send pictures and files in a conversation, including size limits. Group Messaging & SMS
- How To: Group Messaging - Send Canned Response Insert a saved canned response into a conversation to reply faster. Group Messaging & SMS
- How To: Group Messaging - Set an Away Message Turn a canned response into an auto-reply for incoming texts while you're away. Group Messaging & SMS
- How To: Group Messaging - Set Up a Drip Campaign Send a series of scheduled follow-up texts, and learn what happens when a contact replies. Group Messaging & SMS
- How To: Group Messaging - Start a New Conversation Start a new text conversation with a contact or number. Group Messaging & SMS
- How To: Group Messaging - Switch Numbers Toggle between your own number and any shared numbers assigned to you. Group Messaging & SMS
- How To: Use SMS (Texting) An overview of sending and receiving texts from your Crexendo number. Group Messaging & SMS
- Overview: Group Messaging What Group Messaging is and how your team can use it for business texting. Group Messaging & SMS
- Overview: Group Messaging - Conversation Page A tour of the Conversations page, where you send and manage your texts. Group Messaging & SMS
- Problem: Group Messaging - Away Message Troubleshooting Fix away messages that aren't sending or are sending too often. Group Messaging & SMS
- Problem: Group Messaging - Away Messaging Isn't Sending Auto Reply Your away message isn't auto-replying: settings and steps to check. Group Messaging & SMS
- Problem: Group Messaging - Blast Taking Longer to Deliver Why large blasts take time to send, and what to check if one is stuck. Group Messaging & SMS
- Problem: Group Messaging - Can't Edit or Delete a Reminder Why a reminder can't be changed or removed, and what you can do instead. Group Messaging & SMS
- Problem: Group Messaging - Consent Message Status is Not Visible The consent status isn't showing for a contact: what it means and how to fix it. Group Messaging & SMS
- Problem: Group Messaging - Contacts Opting-out after Starting Campaign Many contacts opting out after a campaign: tone, frequency, and consent tips. Group Messaging & SMS
- Problem: Group Messaging - Future Drips Stopped Sending Why later drip messages stopped, usually because the contact replied. Group Messaging & SMS
- Problem: Group Messaging - Message History Exports Troubleshooting Exports keep failing: check the date range and size limits. Group Messaging & SMS
- Problem: Group Messaging - MMS Delivery Issues Picture messages aren't delivering: file size, format, and carrier checks. Group Messaging & SMS
- Problem: Group Messaging - No Reminder on Calendar A scheduled reminder isn't showing on the calendar: what to check. Group Messaging & SMS
- Problem: Group Messaging - Reminder Sent at Wrong Time A reminder went out at the wrong time: check the time zone and schedule. Group Messaging & SMS
- Quick Start: Group Messaging Get up and running with Group Messaging: sign in, send texts, and manage contacts. Group Messaging & SMS
- SMS Registration Form The SMS brand and campaign registration form required before you can text from a Crexendo number. Group Messaging & SMS
- CRM Integrations Connect your CRM to Crexendo VIP with the Integrator Client, including the network requirements (license required). Integrations & SSO
- How To: Download and Install the Integration Plugin Install the Crexendo Chrome extension that connects your CRM to Crexendo VIP. Integrations & SSO
- How To: Go Integrator Nava - Download and Install Client Firewall requirements and steps to download and install the Go Integrator Nava client. Integrations & SSO
- How To: Go Integrator Nava - Integrate a CRM Log in to and configure the Go Integrator Nava client to link your CRM to Crexendo VIP. Integrations & SSO
- How To: Go Integrator Nava - Integrate Salesforce Connect Salesforce to Crexendo VIP with NavaGo for screen pops, click-to-dial and call logging. Integrations & SSO
- How To: Go Integrator Nava - Integrate Vinsolutions/CoxAuto Connect VinSolutions (Cox Automotive) CRM to Crexendo VIP with NavaGo. Integrations & SSO
- How To: GSuite - SSO Enrollment Link your Crexendo VIP account to your Google account so you can sign in with Google. Integrations & SSO
- How To: HubSpot - Create Loup Integration Create a Loup screen pop for HubSpot using the company's custom search URL. Integrations & SSO
- How To: Loup - Integrate a CRM Install the Loup Chrome extension and connect it to your web-based CRM for screen pops and click-to-call. Integrations & SSO
- How To: Microsoft - SSO Enrollment Link your Crexendo VIP account to Office 365 so you can sign in with Microsoft. Integrations & SSO
- How To: Mobile App - Log In and SSO Sign in to the mobile app, including with single sign-on. Integrations & SSO
- How To: Use the Microsoft Teams Integration with Crexendo Make and take Crexendo calls in the Microsoft Teams desktop and mobile apps. Integrations & SSO
- Overview: Go Integrator Nava for macOS A tour of Go Integrator Nava for Mac: login, quick dial, call controls, presence and dialing options. Integrations & SSO
- FAQs: VIP Portal Can a user use a different mobile app on VIP? The Crexendo Mobile Application is Portal: Users & Settings
- How To: Add a New Contact Add a personal contact in the portal. Portal: Users & Settings
- How To: Add a Shared Contact Add a contact that everyone in your company can see in their directory. Portal: Users & Settings
- How To: Create, Edit, and Reset/Delete Users Add, edit, reset and delete users in the VIP Portal for Managers. Portal: Users & Settings
- How To: Enable and Use Masquerade Use Masquerade to view and manage a user's settings from the portal without their password. Portal: Users & Settings
- How To: Import Contacts Import contacts into the portal so they appear in phone and app directories. Portal: Users & Settings
- How To: Navigate the Inventory Section of the Portal A walk through the Inventory section: phone numbers, SMS numbers, phone hardware and fax accounts. Portal: Users & Settings
- How To: Set Status to Do Not Disturb (DND) Turn Do Not Disturb on or off so calls go straight to voicemail. Portal: Users & Settings
- How To: Use the Portal for Users and Agents Manage your own voicemail, texts, faxes, contacts, answering rules, and call history in the VIP Portal. Portal: Users & Settings
- How To: VIP Portal - Edit a User Edit an existing user's profile, security, answering rules, voicemail and phones in the VIP Portal. Portal: Users & Settings
- Overview: User Scopes and Licenses Compare what each VIP license includes, from Voicemail Only through the full user seats. Portal: Users & Settings
- Overview: VIP Portal A tour of the VIP Portal for Users: messages, contacts, answering rules, phones and call history. Portal: Users & Settings
- Problem: User Extension Overlaps with a System Feature An extension conflicts with a system feature code: how to resolve it. Portal: Users & Settings
- Restricted Extensions Short service numbers like 211, 311, 411 and 911 that can't be used as extensions, and why. Portal: Users & Settings
- VIP 44.5 - Features and Improvements A plain-language look at what's new for customers in VIP 44.5, including 911 alerts and recording access. Release Notes
- VIP Version 45.0.1 - Features and Improvements A plain-language look at what's new for customers in VIP 45.0.1. Release Notes
- VIP Version 45.1.2 - Features and Improvements Every version 45 update in plain language, newest first. The latest is v45.1.2, released October 19, 2026. Release Notes
- VIP Version 45.1 - Features and Improvements What's New in VIP v45.1 A plain-language summary of the new features and fixes in Release Notes
- How To: Add a New Voicemail Greeting Record or upload a new voicemail greeting in the portal. Voicemail & Fax
- How To: Fax and Setup a Fax Account Send and receive faxes on Crexendo VIP and choose which email addresses receive incoming faxes. Voicemail & Fax
- How To: Set Up a Group (Shared) Voicemail Box Create a shared voicemail box and let your team access it from desk phones, email, or the mobile app. Voicemail & Fax
- How To: Set Up Enhanced Voicemail Add options for callers in your voicemail, like pressing a key to reach someone. Voicemail & Fax
- How To: Use My Voicemail and It's Features Check and manage your voicemail from your desk phone, the VIP Portal, the web phone or the mobile app. Voicemail & Fax
- Policy: HIPAA Compliance with Fax How faxing protects sensitive documents, and your responsibilities under HIPAA. Voicemail & Fax
- Problem: Calls Not Routing to the Group Voicemail Calls aren't reaching the group voicemail box: check the call flow and mailbox setup. Voicemail & Fax
- Problem: Voicemails Not Notifying the Inbox or Email Voicemail alerts going to the wrong inbox or email: what to recheck. Voicemail & Fax
- How To: Mobile App - Add Another Caller to a Call Add a third person to a call from the mobile app. Web Phone, Mobile App & Meetings
- How To: Mobile App - Attended Transfer Talk to the person first, then transfer the call from the mobile app. Web Phone, Mobile App & Meetings
- How To: Mobile App - Check Voicemail Listen to and manage voicemail in the mobile app. Web Phone, Mobile App & Meetings
- How To: Mobile App - Make a Call Place a call from the mobile app. Web Phone, Mobile App & Meetings
- How To: Mobile App - Transfer a Call Transfer a call from the mobile app. Web Phone, Mobile App & Meetings
- How To: Move Video Meetings from Crexendo HD Steps to get your account ready to move from Crexendo HD to the new video meetings. Web Phone, Mobile App & Meetings
- How To: Navigate and Use the Mobile App Make, transfer, and text from your phone, check voicemail, and use the company directory in the VIP Mobile app. Web Phone, Mobile App & Meetings
- How To: Use HD Video Conferencing Start, join, and run HD video meetings, including screen sharing. Web Phone, Mobile App & Meetings
- How To: Use SNAPmobile on Android Install and sign in to SNAPmobile on Android, then use calling, contacts, visual voicemail, and answering rules. Web Phone, Mobile App & Meetings
- How To: Use SNAPmobile on iPhone Install and sign in to SNAPmobile on iPhone, then use calling, contacts, visual voicemail, and answering rules. Web Phone, Mobile App & Meetings
- How To: Use the Web Phone Use your computer as a phone: make and take calls, check voicemail, chat, and change your greeting from your browser. Web Phone, Mobile App & Meetings
- How To: Use Video Meetings Start, schedule, and join HD video meetings, use in-meeting tools, and connect with Outlook. Web Phone, Mobile App & Meetings
- How To: Web Phone - Access Open and sign in to the web phone from your browser. Web Phone, Mobile App & Meetings
- How To: Web Phone - Add Another Caller to a Call Add a third person to a call from the web phone. Web Phone, Mobile App & Meetings
- How To: Web Phone - Check Voicemail Listen to and manage voicemail in the web phone. Web Phone, Mobile App & Meetings
- How To: Web Phone - Make a Call Place a call from the web phone. Web Phone, Mobile App & Meetings
- How To: Web Phone - Park a Call Park a call from the web phone so someone else can pick it up. Web Phone, Mobile App & Meetings
- How To: Web Phone - Transfer a Call Transfer a call from the web phone, blind or attended. Web Phone, Mobile App & Meetings
- Overview: SNAPmobile A tour of the SNAPmobile app: permissions, calling, voicemail, chat, queues and known issues. Web Phone, Mobile App & Meetings
- Problem: Web Phone - Won't Connect or Register Fix a web phone that won’t register or connect, starting with the most common cause: a blocked port 9002. Web Phone, Mobile App & Meetings
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