Getting Started with Astervis: Step-by-Step Guide

In this guide, we'll walk you through all the stages of setting up Astervis — from creating an account to your first working dashboard. The entire process takes about 10 minutes.

What You'll Need

Before you begin, make sure you have:

• —Access to your PBX (Asterisk, FreePBX, or compatible system)
• —Email for registration
• —10 minutes of free time

Step 1: Account Registration

1. —Go to astervis.io
2. —Click "Start Free Trial"
3. —Fill out the registration form:
   • —First and last name
   • —Work email
   • —Password (minimum 8 characters)
4. —Confirm your email by clicking the link in the email

Tip: Use your work email — important system notifications will be sent there.

Step 2: Agent Installation

Astervis collects data through a lightweight agent installed on your PBX server.

For Linux/FreeBSD:

What the agent does:

• —Collects call data in real-time
• —Tracks operator statuses
• —Sends metrics to Astervis cloud
• —Does not record call content (unless you enable this option)

Step 3: Connecting to PBX

After installing the agent, you need to specify AMI (Asterisk Manager Interface) connection parameters:

1. —In the Astervis web interface, go to Settings → Connection
2. —Enter:
   • —PBX server address
   • —AMI port (default 5038)
   • —AMI username
   • —AMI password
3. —Click "Test Connection"

Important: Make sure the AMI user has event reading permissions (read = all).

Step 4: Adding Operators

Now let's add operators to see their statistics:

1. —Go to Settings → Operators
2. —Click "Add Operator"
3. —Specify:
   • —Operator name
   • —Extension number
   • —Email (optional)
4. —Repeat for all operators

Tip: Astervis can automatically detect active extensions. Use the "Import from PBX" button.

Step 5: Setting Up Your First Dashboard

Now for the fun part — let's set up the dashboard!

1. —Go to the main page
2. —You'll see the default dashboard with basic metrics:
   • —Active calls
   • —Operators online
   • —Calls today
   • —Average wait time

Adding Widgets

1. —Click "Edit Dashboard"
2. —Select widgets from the library:
   • —Calls by hour chart
   • —Top operators
   • —Queue statuses
   • —SLA metrics
3. —Drag widgets to the desired location
4. —Click "Save"

Step 6: Verification

Make a test call and ensure that:

• — The call appears in the active list
• — Operator status changes correctly
• — After completion, the call appears in statistics

What's Next?

Congratulations! Basic setup is complete. Here's what you can do next:

Set Up Notifications

Receive alerts when:

• —Wait time exceeds threshold
• —SLA falls below normal
• —An operator is on "break" status too long

Connect CRM

Integrate Astervis with your CRM to enrich customer data.

Create Reports

Set up automatic report delivery to management.

Need Help?

If you have questions:

• —Documentation: docs.astervis.io
• —Support: support@astervis.io

We're always happy to help!