This article is designed to help you familiarize yourself with the various tools and options within the ConnectUC Mobile App.
If you would like to familiarize yourself with the Desktop/Web version of ConnectUC, please visit our Get to know ConnectUC Desktop/Web article.
To install ConnectUC on your mobile device, simply navigate to your device’s App Store (iOS devices use the Apple Store, and Android Devices use the Google Play Store), locate the ConnectUC app within the App Store, and select the option to install.
Alternatively, you may use the App Store links below:
Sign In to ConnectUC
Important: To sign in to ConnectUC, you'll need to use your UCaaS username (typically extension@domain).
You will not be able to use the same account as you use for your admin/pbx portal.
Once the application is installed and you have signed in, you will be prompted to allow device permissions and notifications. Please be sure to allow these permissions, as some ConnectUC Mobile features may not work properly otherwise.
Feature Overview
Table of Contents
User Preferences and Status
ConnectUC Mobile users can manage their preferences and status by clicking their avatar profile image found on the top left corner of the screen. Clicking your avatar will bring up a menu with quick access to important settings.
The User Preferences menu includes the following options:
- Update User Status
- Toggle Do Not Disturb (All Devices)
- Manage Profile Preference Settings
- Manage Calling Settings
- Report an Issue
- Sign Out
When entering the 'Preferences' option, you may select Profile, Calling, Answering Rules, Blocked Numbers, Contacts, Music on Hold, Notifications, and Voicemail settings.
Profile Settings
By navigating to User Icon > Preferences > Profile, you may update user profile information, such as profile picture changes, contact info changes, and password management.
Note: Users can set a preferred callback number while editing profile settings. Once a callback number has been set, the user can then enable the "callback" toggle within the dialer menu, allowing them to dial out with the selected callback number.
Calling Settings
By navigating to User Icon > Preferences > Calling, you may set your network preferences. The Network settings determine how the application reacts to a network change.
Network Switching Strategy Options:
- If Needed (Default) - The application will only switch networks if it is needed, i.e. if the original network become disconnected.
- Always - The application will automatically refresh and update each time there is a network change.
- If Different - The application will assess the new network conditions and switch only if the newly chosen network would differ from the current one under these conditions.
The 'If Different' option allows the application to select the best network option available.
For example, if your phone has access to Network 1 and Network 2 when ConnectUC starts, if Network 1 has the best quality, the application will select Network 1. In the case where a network change occurs, such as Network 2 changing to a different network that is better quality than Network 1, the client will choose Network 2 at startup, then the new Network 2 will be selected.
RTP Priority Options:
- Prefer Wi-Fi
- Prefer Mobile Data
Answering Rules Settings
By navigating to User Icon > Preferences > Answering Rules, you can manage settings related to Ring options, Answering Rules, Time Frames, and more.
The 'Ring for' section allows users to customize how long a call will ring for before following Answering Rules.
The 'Answering Rules' section allows users to create and manage Answering Rules and toggle SIM ring on and off. To add a new Answering Rule, select the 'Add Rule +' button. To edit an existing answering rule, click the '...' icon to the right of the Answering Rule you wish to manage and select 'Edit'.
When editing existing Answering Rules or creating new Answering Rules, you will be able to select a Time Frame, toggle Call Screening, select Ring behavior, set multi-device preferences, and set call forwarding preferences.
Lastly, the Time Frames section lists all available Time Frames where they can be managed and created.
To create a Time Frame, click the 'Add Timeframe +' button at the bottom of the section.
To duplicate an existing Time Frame (details can be modified once created), select the 'Duplicate' icon under the 'Actions' column next to the Time Frame you wish to duplicate.
When Creating or Duplicating a Time Frame, you can enter modify the Name, select when the Time Frame is in effect, and set specific times for specific days of the week. Please be sure to save once all changes are entered.
Blocked Numbers Settings
By navigating to User Icon > Preferences > Blocked Numbers, you can manage blocked numbers (blacklist) and allowed numbers (whitelist). These settings also allow users to toggle automatic blocking for anonymous or unknown numbers.
Contacts Settings
By navigating to User Icon > Preferences > Contacts, you can manage Contact settings.
The settings found here allow you to toggle if local device contacts appear within ConnectUC or not.
Music on Hold Settings
By navigating to User Icon > Preferences > Music on Hold, you can manage settings related to Hold Music and Introductory Greetings, including the ability to enable/disable MoH (Music on Hold), randomize the order of the music on hold, and enable/disable and introductory greeting.
By enabling the 'Introductory Greeting' toggle, you will be able to create (via Text-to-Speech, uploading, or recording) an introductory greeting that will play just before hold music. The Introductory Greeting Text-to-Speech options allow you to enter the text of the desired message and select the desired voice.
Notifications Settings
By navigating to User Icon > Preferences > Notifications, you are able to manage notification sounds/vibrations for certain ConnectUC interactions, such as incoming and missed calls, new voicemail, and SMS. These settings can also be used to "silence" or disable notifications.
Voicemail Settings
By navigating to User Icon > Preferences > Voicemail, you can manage voicemail settings such as enable/disable voicemail, announcement settings, extension and greeting settings, and recorded name.
The 'Copy to Extensions' option allows you to select one or more contact(s) from a list. Once selected, their extension will appear under the 'Copy to Extensions' section.
The 'Add New Greeting +' option allows you to create and personalize your voicemail greeting message, including the ability to use Text-to-Speech, Upload an audio file, or record a new message with a microphone.
The 'Manage Recorded Name' option allows you to customize your voice mailbox name, including options for Text-to-Speech, uploading, and recording your name.
The 'Unified Messaging' option allows you to configure notification settings when mailbox is full or after a missed call.
Report an Issue
In the event any issues occur within the app, users can report these issues conveniently within the user preferences page by selecting 'Report An Issue.'
Once the 'Report an Issue' button is selected, users are asked a few clarifying questions to better understand the issue before it is reported, including the ability to select which phone calls were impacted, if applicable.
Dialer
The always-present dialer menu is conveniently located in the bottom of the screen, allowing you to dial out or view saved contacts from any tab.
Note: If a user previously set a preferred callback number within their profile settings, they can enable the "callback" toggle found at the bottom left corner the dialer menu, allowing the user to dial out with the selected callback number.
Calls - Call History
The 'Call History' tab under the 'Calls' option allows users to view recent call history, including contact info and user status.
You can clear past call history by clicking the 'clear history' button located at the top-right corner of the Calls page. All call records that were recorded prior to clicking this button will be removed from call history.
You may also filter the type of calls displayed in the Calls section by clicking the 'Filter' option found in the top right corner of the page. The filters you select will allow you to view only calls that fit the selected certain criteria, such as viewing only missed calls.
The filters options also includes a button to Restore Call History (if it was previously cleared via the 'clear history' button mentioned above).
Additionally, missed call entries include helpful red-colored indicators to better understand the nature of the call.
For example:
- A "regular" missed call will just include the timestamp.
- If the call was answered elsewhere, the entry will include the number/extension that answered the call.
- If a call was sent to a call queue and either the caller hung up or no one answered the call, the call queue name will appear next to the timestamp.
There are three ways to initiate a call from the ConnectUC Mobile App:
- Click the always-present blue colored dialpad icon at the bottom right corner of the screen.
- Click the ‘+ New’ button found on the top right side of the page and select ‘New Call.’
- If you already see the contact you wish to call, click their contact details and select the ‘Call’ option to call them directly.
Once a call has been initiated, ConnectUC mobile users will be able to access standard calling features, including mute, dial-pad, park (coming soon), add another call to the line, place the call on hold, transfer the call, enable speakerphone, record the call, access Bluetooth settings (coming soon), and end the call.
If a user selects ‘Back to app’ while on an active call, they will be able to navigate and use the app without dropping the call. To navigate back to the active call options, simply click the ‘Active call in progress’ banner at the top of the screen.
Calls - Park
The 'Park' tab under the 'Calls' option allows users to view and manage parking lots and parked calls.
Once a call has been parked, they will appear within the Park tab.
To pick up a parked call, simply click the 'Pickup' option to the right of the call.
Important Notes about Parking:
- If a user is not assigned to a Site, they will see all park orbits.
- If a park orbit is not assigned to a Site, all users will see it.
- If a user is assigned to a Site, they will see all park orbits for that site and all park orbits that don’t have a Site.
Voicemail
The Voicemail tab allows users to view, listen, and share received voicemail messages.
Similar to the Web/Desktop experience, once a new voicemail is received, the Voicemail tab will show a red number indicating the number of unread voicemails.
Users may sort their voicemails by selecting the 'filter' icon located in the top right corner of the Voicemail menu.
Once a voicemail is selected from the list, the user has the option to call the voicemail contact back, listen to the voicemail, share the voicemail as an audio file, or delete the voicemail.
If your user has voicemail transcription enabled, you will also see a text version of the voicemail, which can be a helpful time saver.
Contacts
The Contact tab allows users to add, manage, and interact with contacts.
New contacts can be added at any time by clicking the ’+ New’ button found at the top right side of the screen.
When viewing a contact, users can conveniently add the number to contacts (if not already a contact) or copy the contact name and number via the options below the contact name/number.
All contacts are displayed by default and can be sorted via the drop-down menu at the top of the Contacts page (see image below). Users can still search directly for contacts they wish to view.
Once you find a contact you wish to interact with, simply click their information, and you will be able to see their contact info, call them, and even add the contact to the list of your favorite contacts by clicking the ‘star’ icon to the right of their name.
Messages - SMS
The 'SMS' tab under the 'Messages' option allows users to manage and view SMS conversations. The SMS top page lists all conversations for the user, including the name or number of the contact, the last message, and the time/date the last message was send/received.
To start a new SMS conversation, click the '+ New' button at the top right of the screen.
To interact with an existing SMS conversation, tap the conversation. Once selected, you can scroll up to see conversation history (if applicable), you may send a new message, and you can send attachments, such as images, via the paperclip icon.
Note: For users that have multiple SMS numbers associated, you may filter conversations by All SMS numbers, or you may select a specific number to view conversations for that specific number by selecting the drop-down menu in the top left corner of the screen.
Messages - Chat
The 'Chat' tab under the 'Messages' option allows users to create and manage chat conversations with other ConnectUC users.
From the Chat page, you can view existing conversations and start a new Chat session.
To begin a new Chat session, select the '+ New' button found at the top right corner and select 'New Chat.' Once selected, you can then choose which users are included in the Chat session.
Once a Chat session has been initiated (either a new chat or existing chat), you will be able to type your message(s) into the bottom of the screen and hit the send button, just as you would in a typical SMS conversation.
To send an attachment, select the paperclip icon next to the 'send' button and then select the attachment you wish to include.
Messages - Fax
The 'Fax' tab under the 'Messages' option allows users to create, view, and manage Fax messages.
Once you arrive, you will be able to access the Fax Inbox and Sent tabs so you can view faxes sent by the user and faxes received by the user. You can also view the user's Fax Caller ID at the top-left corner of the screen.
Note: If a user does not have a fax DID assigned to them, any fax they send will come from the Default System Fax Caller ID listed in the Caller ID field. If you would like to be able to receive faxes, please contact your telecom partner and request a Fax DID.
To view the details of a Fax message, simply click the message you wish to view. Once selected, you can view the fax status (delivered or not), the timestamp the message was delivered, how many pages were included, and you can view or download the Fax contents.
To create a new Fax, simply click the '+ New' button found at the top right hand corner of the page and select 'New Fax'.
Once selected, you will be taken to the 'Send Fax' menu.
For send-only users (default fax DID), we strongly recommend including a cover page or having a cover page included with the main document attachment; otherwise, the recipient of the fax may not know who sent the fax.
When creating a new fax, you will be asked to supply the following:
- Cover Page Options
- File Name
- Add Documents
- Fax Caller ID (If applicable)
- Fax Destination
- Enter Destination Manually via Keypad
- Select from existing Contacts
- Enter Destination Manually via Keypad
Once all fax details have been added, click the 'Send' button at the bottom of the screen. Once the fax is sent, you can view the details in the 'Sent' tab.
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