Webex Setup Assist
What is Webex Setup Assist?
Webex Setup Assist is a Cisco-Provided Migration and Implementation Service assistance for Partners.
Each Setup Assist project has specific tasks that are supported by the Cisco team as well as tasks managed by the Partner. These tasks are coordinated by Cisco to ensure the service is configured, tested, and goes live as planned. Some of the pre-requisites for any migration supported by the Webex Setup Assist team are listed here:
Partner
- Integrate 3rd-party and external components
- Establish admin-access processes
- PSTN onboarding & integration
- Identify number routing change process
Cisco
- Establish end customer data extraction processes
- Analyze existing customer deployments to enhance automation
- Establishing CPE upgrade or replacement logistics & timing processes
- Migration planning for scheduling of resources
This offer is available to Partners who would like to take advantage of the Cisco experts with the deployment of UCMC and Webex Calling for their customers. The objective is to help Partners reduce cost and speed up time to market. This is available for implementation (new customers) and migration (existing customers) to UCMC and WxC.
Webex Setup Assist is managed through the following phases
Customer Discovery and Assessment phase
Solution Design phase
Migration Plan development
Implementation execution (includes test plan development)
Migration execution (includes test plan execution)
Operations handoff
Post migration support

Note: Timelines are heavily dependent on the size and complexity of the project as well as resource availability. These are determined during the discover and assessment phases and finalized on the planning phase.
For more information see links below.
Scope and Responsibilities: Webex Setup Assist for Webex Calling
Provided by Cisco | Provided by Partner or Cisco CX |
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Prepare Your Network Environment
Your organization is ready to implement Webex Calling. To get it all set up:
- Confirm your license access in Control Hub
- Confirm network configurations
- Confirm hardware, software, license, security, Firewall, NAT Traversal, and Media Path Optimization requirements
Activity | Cisco | Partner | Customer |
---|---|---|---|
Customer relationship management |
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Program and project management |
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Informed/Consulted |
Customer Site Support |
Consulted |
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Customer discovery & assesment |
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Informed/Consulted |
Webex solution design & review |
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Consulted |
Informed/Consulted |
Deployment strategy and approach |
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Consulted |
Informed/Consulted |
Plan & schedule milestones for the project |
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Consulted |
Informed/Consulted |
System and site/user test plan development |
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Consulted |
Informed/Consulted |
Run First Time Setup Wizard (FTSW) |
Informed |
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Webex Calling customer instance build |
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Informed/Consulted |
Informed/Consulted |
Establishing customer network connectivity |
Informed |
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Webex Calling Control Hub configuration and migration execution |
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Informed |
Informed/Consulted |
Test and confirm select configurations and call routing instances |
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Informed |
Consulted |
3rd-Party and external component design implementation & migration |
Informed |
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3rd-Party and external component validation & adjustment |
Informed |
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Customer acceptance testing |
Informed |
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Post migration partner support |
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Informed/Consulted |
Informed/Consulted |
Post migration customer support |
Informed |
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Informed/Consulted |
Scope and Responsibilities: Webex Setup Assist for UCMC
Provided by Cisco | Provided by Partner or Cisco CX |
---|---|
UCM Cloud system configuration and user migration for the following services: |
Configuration and/or migration for components not part of the core UCM Cloud service, such as: |
Activity | Cisco | Partner | Customer |
---|---|---|---|
Customer relationship management |
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Program and project management |
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Informed/Consulted |
Customer discovery and assessment |
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Informed/Consulted |
UCM Cloud solution design and review |
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Informed/Consulted |
Migration strategy and approach |
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Consulted |
Informed/Consulted |
Migration plan and schedule |
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Consulted |
Informed/Consulted |
System, site/user test plan development |
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Informed/Consulted |
UCM Cloud customer instance build |
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Informed/Consulted |
Informed/Consulted |
Establishing customer network connectivity to UCM Cloud data centers |
Informed |
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Informed/Consulted |
Applications integration (domain manager, SIP trunks, TP systems, e-mail |
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Informed/Consulted |
Edge network/LAN related (network prep, DHCP, DNS, end-user devices replacement) |
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Informed/Consulted |
UCM Cloud system configuration implementation and migration execution |
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Informed |
Informed/Consulted |
UCM Cloud migration validation & configuration adjustment |
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Informed/Consulted |
3rd-Party and external component design implementation & migration |
Informed |
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3rd-Party and external component validation & adjustment |
Informed |
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Customer acceptance testing |
Informed |
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Post migration partner support |
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Informed/Consulted |
Informed/Consulted |
Post migration customer support |
Informed |
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Informed/Consulted |
FAQs
Please find all available FAQs here or in SalesConnect here.
If you have additional questions, the Calling Helpdesk is available to assist in finding answers or connecting you with the appropriate resources.
As of September 15, 2021, the Setup Assist service is a purchasable option in Flex. Add the SKU for Cloud Calling Setup Assist (A-FLEX-CALL-ASST) to your Flex calling order.
- Spark Setup Assist—If your Webex Calling or UCM Cloud order was placed prior to September 15, 2021, or if you are migrating from Spark to Webex Calling, please fill out this form: Spark Setup Assist Form.
- Wholesale Route to Market Setup Assist—For Wholesale Route to Market Setup Assist, please fill out this form: Wholesale Setup Assist Form.