Getting Started with CxPortal¶
Logging In¶
- Go to portal.pronetx.com — sign in with the credentials your organization provided.
- You'll land on CxCentral — your unified Caylent workspace for accessing products, submitting support requests, and viewing release notes.
- Open CxPortal — click CxPortal in the left navigation menu, or use the Quick Links on the CxCentral homepage.
The CxPortal Homepage¶
When you open CxPortal you'll see the homepage; a summary view of your contact center.
Homepage Widgets¶
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Shows your active instance and region. If your organization has multiple environments, click Change instance to switch between them. | /files/LN1Fppfddt0rPsDndT8p |
Based on your role, this shows items waiting for your approval or requests you've submitted pending approval. Each row shows the request type, name, submitter, date, and status. Click View All to see the full list. | /files/rnN9VRraWBA3TsNxslPQ |
Shows recent configuration changes across your organization, grouped by type. Use the All filter to narrow by category. Click View All to see the complete history. | /files/gCmTPZL7HskXhmVJGDLb |
A timeline of actions taken by users in your organization: creating, updating, or deleting routing rules and entities. Each entry shows the action, user, and time. Click View All to see the full log. | /files/WQdSr4UUJxxfmmCMGQbz |
**Note:** The widgets you see on your homepage may vary depending on your role and permissions. For example, Pending Approvals is only visible to users with an approver or submitter role.
What's Covered in the Documentation¶
CxPortal is built around a set of modules — each one covering a specific area of your contact center. You'll find each module listed in the left navigation of this documentation. It walks through each module in detail, with guides, overviews, and best practices.
- Step-by-step how-to guides for CxPortal features
- Conceptual overviews explaining what each feature does and when to use it
- Key term definitions and use case examples
- Best practices for daily operations, incident response, and configuration
Need Help?¶
You can submit a support request from any page in CxPortal or CxCentral. Press Support in the upper right corner, fill out the form, and submit. You'll receive a confirmation email with your ticket number. Track your request in the Support Cases widget on CxCentral.
For the full walkthrough, see Submitting a Request.