How to Set Up OpenVBX: Step-by-Step Guide

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Getting started with a new communication system can feel overwhelming, but with OpenVBX, setup is simple and straightforward. Whether you’re a small business owner or an IT manager, you can have your phone system up and running in just a few steps.

In this guide, we’ll walk you through how to set up OpenVBX and start managing calls and SMS like a pro.

Table of Contents

Step 1: Prepare the Requirements

Before installation, make sure you have:

  • A Twilio account (for phone numbers, calls, and SMS)

  • A web server with PHP & MySQL support

  • Basic knowledge of uploading files to your server

Step 2: Download and Install OpenVBX

  1. Download the latest version of OpenVBX from the official source.

  2. Upload the files to your web server.

  3. Run the installation script in your browser (e.g., yourdomain.com/install).

  4. Follow the on-screen instructions to connect OpenVBX with your database.

Step 3: Connect Your Twilio Account

  • Log in to your Twilio dashboard.

  • Purchase a phone number (or use an existing one).

  • Configure the number’s voice and messaging URLs to point to your OpenVBX installation.

Step 4: Create Your First Call Flow

Once installed, you can log in to the OpenVBX dashboard. Using the drag-and-drop editor, build your first flow:

  • Add a greeting message.

  • Route calls to a team member or department.

  • Set up voicemail for after-hours calls.

Step 5: Enable SMS Features

OpenVBX makes it easy to handle text messages:

  • Configure SMS flows to send automatic replies.

  • Use it for confirmations, reminders, or marketing campaigns.

Step 6: Test Your Setup

Make a test call to your Twilio number and check if it routes correctly. Send a test SMS to confirm messaging works. Adjust flows as needed for the best customer experience.

Tips for Success

  • Keep IVR menus short and simple.

  • Monitor call logs to understand customer behavior.

  • Update call flows regularly as your business grows.

Final Thoughts

Setting up OpenVBX is a straightforward process, and once it’s live, you’ll have a flexible, scalable phone system that adapts to your business needs.

👉 Need help with setup or customization? Contact us here and our team will guide you.

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