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This guide covers the one-time setup to do before you build agents on any PBX other than NetSapiens, such as Metaswitch, BroadSoft or Avaya: creating your Telzino account, adding the customer as a reseller and organization, and unlocking the features they need. The example used throughout is the reseller Acme and the organization Acme Organization. When you are done, continue with Set Up Your First AI Agent on Any SIP PBX. To add more agents for the same organization later, skip straight to that guide.
If your PBX is NetSapiens, follow Set Up Your First AI Agent on NetSapiens instead.

1. Create your Telzino account

Every other step happens inside the Telzino Dashboard, so sign up first.
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. Add a reseller and organization

Every agent belongs to an organization (the business whose calls it answers), and every organization belongs to a reseller.
1

Open Resellers and Organizations

In the left sidebar, click Customers. The menu expands, then click Resellers and Organizations.
Customers expanded, with Resellers and Organizations selected

Customers expanded, with Resellers and Organizations selected.

2

Create the reseller

Click New Reseller, then fill in the fields:
  • Reseller Name: the customer or reseller business name. For example, Acme.
  • External ID (optional): an account number or other identifier from your own platform. Leave it blank if you do not use one.
Click Create Reseller. A “Reseller created successfully” message confirms it.
The Create New Reseller dialog

The Create New Reseller dialog.

3

Create the organization

Click New Organization, then fill in the fields:
  • Reseller: the reseller you just created.
  • Organization Name: the business name. For example, Acme Organization.
  • External ID (optional): your own identifier for this organization.
Click Create Organization.
The Create New Organization dialog

The Create New Organization dialog.

4

Find the new organization

Type the reseller name in Filter by Reseller. The new organization is listed with its action buttons: Feature Administration, Knowledgebase, Guardrails, Template Variables, Manage and Edit. To cap usage, click Edit on the row and set the Agent Limit and Monthly Minutes.
The new organization under its reseller

The new organization under its reseller.

3. Unlock the features you need

Feature Administration controls which templates, AI models and integrations the organization can use.
1

Open Feature Administration

On the organization row, click Feature Administration. The banner at the top reads “Setting ORGANIZATION permissions”, so changes here affect this organization only.
Feature Administration for Acme Organization

Feature Administration for Acme Organization.

2

Unlock each feature

Find each feature you need, using the search box or the category filter. Each one shows a status:
  • Available: the organization can use it.
  • Locked here: locked at this level. Click it to unlock it. An “Unlocked” message confirms the change.
  • Locked upstream: locked by the reseller or partner. It can only be unlocked at that level.
Unlocking a feature that was Locked here

Unlocking a feature that was Locked here.

Allow all features for this organization unlocks everything at once, but only removes locks set at this level.

Next step

Set Up Your First AI Agent on Any SIP PBX

Create the agent, connect it to your PBX through SIP registration, configure it and test it.