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This guide walks through the setup needed to connect your Telzino account to your NetSapiens portal: claiming your NetSapiens base and adding your domain. Do it once, before you set up any agents. When you are done, continue with Set Up Your First AI Agent on NetSapiens.
If your PBX is not NetSapiens, follow Prepare Your Telzino Account (Any SIP PBX) instead.

1. Create your Telzino account

Every other step happens inside the Telzino Dashboard, so sign up first. If you already have an account, skip to Claim your NetSapiens base.
1

Open the sign-up page

Go to telzino.com and click Sign Up in the top right corner.
The Sign Up button on telzino.com

The Sign Up button on telzino.com.

2

Enter your email

On the Create Your Account page, enter your business email address and click Continue, or click Continue with Google to sign up with a Google account.
The Create Your Account page

The Create Your Account page.

3

Finish sign-up

Finish the remaining prompts. When sign-up is complete, you are taken to the Telzino Dashboard automatically.
To log in again later, go to telzino.com and click Login.

2. Claim your NetSapiens base

Claiming confirms that the NetSapiens base belongs to you. It is the first thing to do after signing up.
1

Open User Base Claim

In the left sidebar, click Account Settings. The menu expands, then click User Base Claim.
Account Settings expanded, with User Base Claim selected

Account Settings expanded, with User Base Claim selected.

2

Start a new claim

On the User Base Claim page, click Create User Base Claim. A detailed view opens.
The Create User Base Claim button

The Create User Base Claim button.

3

Enter your base details

Pick your platform (UCaaS or UCaaS v1), then fill in the fields:
  • Claim Name: whatever you want to call this claim. Your company name works fine.
  • UCaaS Portal URL: the link to your NetSapiens base.
  • UCaaS API URL: usually auto-populates from the portal URL with /ns-api/ added.
  • UCaaS Username: your username on that base.
  • UCaaS Password: your NetSapiens password.
These credentials are not saved. They are only used to verify that you own the base. If you are claiming the whole platform, use a Super User account.
4

Submit the claim

Click Claim User Base to submit. If the details are correct, the base is claimed straight away.
The claim form with all four fields filled in

The claim form with all four fields filled in.

3. Add your domain

Adding a domain is what lets you test the AI agents or offer them to your customers.
1

Manage the claimed base

Go back to the User Base Claim page. It now looks different: a new tab shows your claimed base. Click Manage.
The claimed base, with the Manage option

The claimed base, with the Manage option.

2

Choose the configuration profile

Scroll down to the Configuration Profile section and select NetSapiens from the dropdown.
Choosing NetSapiens as the configuration profile

Choosing NetSapiens as the configuration profile.

3

Verify your UCaaS credentials

Scroll to the UCaaS UI Configuration section and tick the checkbox. The section expands and asks for your UCaaS credentials. Enter them and click Verify Credentials.
The UCaaS UI Config checkbox and credential fields

The UCaaS UI Config checkbox and credential fields.

4

Pick the domain and roles

Once verified, your domains are fetched automatically. Pick the domain you want, assign the roles and scopes from the list, then click Create UI Config.
Domain selection and role assignment, then Create UI Config

Domain selection and role assignment, then Create UI Config.

5

Check the AI Agents tile

A new AI Agents tile is now live on your NetSapiens base. That completes the integration on the Telzino side.
The AI Agents tile on the NetSapiens base

The AI Agents tile on the NetSapiens base.

On NetSapiens Portal v44 and above, the portal administrator may also need to allow the Connect App in the portal’s Content Security Policy. See NetSapiens CSP Configuration.

Next step

Set Up Your First AI Agent on NetSapiens

Create your first agent from the AI Agents tile in your NetSapiens domain. You can access the resources at Set Up Your First AI Agent on Any SIP PBX