Operating ProcedureExecution layer

Fonimo White-Label Rebrand and SIP Integration (Delivery)

A sequence with 8 steps: Deploy Fonimo on your chosen cloud server (AWS, GCP, or DigitalOcean) and complete the initial installation.

By InnovaAI ResearchPublished Updated

What are the steps?

sequence

Fonimo White-Label Rebrand and SIP Integration (Delivery)

  1. 01

    Deploy Fonimo on your chosen cloud server (AWS, GCP, or DigitalOcean) and complete the initial installation.

    Use the deployment scripts provided in the Fonimo admin panel. Ensure your server meets the minimum requirements for the softphone platform.

  2. 02

    Access the Branding section in the Fonimo admin dashboard.

    Upload your agency logo, set the custom app name, and apply your color scheme. Verify that the changes appear in the softphone client preview.

  3. 03

    Configure SIP trunk credentials in the SIP Settings page.

    Enter the SIP server address, port, and authentication details from your existing infrastructure (FreePBX, Asterisk, or FreeSWITCH). Test the connection using the built-in diagnostic tool.

  4. 04

    Set up extensions and users for the client.

    In the Users section, create individual extensions for each client user. Assign phone numbers and enable voice, SMS, and chat features per user.

  5. 05

    Configure call routing and auto-attendant.

    Use the Call Flows editor to set up voicemail, call forwarding, and a basic auto-attendant. Test inbound and outbound calls to ensure routing works as expected.

  6. 06

    Validate SMS and chat functionality.

    Send a test SMS and initiate a chat session through the softphone. Confirm that messages are delivered and appear in the conversation history.

  7. 07

    Package the branded softphone for client distribution.

    Generate the branded app download links from the admin panel. Provide the client with installation instructions and login credentials for each user.

  8. 08

    Hand off to the client with a training session.

    Walk the client through the softphone interface, covering basic call handling, SMS, and chat. Document any custom configurations for future reference.