Getting Started

How to start working with your mobile App on iOS

To start using the mobile application on your iOS device, you need to: 

1. Open an email from your PBX Administrator that contains links for downloading the apps, your authentication credentials, and a QR code for easy access to your account.

2. Click on the icon to download the mobile app suitable for your iOS device. 
3. After installing the app on your phone, click on the app icon to launch the app.
4. To log into the app, you can enter your Authentication Credentials manually or scan a QR code provided in the email you received from your PBX Administrator.

Manual entering of authentication credentials

When you open the app for the first time, to log in, you would need to enter the authentication credentials stated in the email that you received from the PBX Admin.

Enter the domain name of your organization. Enter your username and password. Click the “Log In” button. If you’d like to save your credentials to the app so you won’t have to enter them after you log out of the app, check the Save option below the Password field.

In case you access the Internet via a Proxy server, click on the icon to open the Proxy settings.

Log into the app by scanning a QR code

To use a QR code that you received in an email from your PBX Administrator:

1. Click on a QR-code icon at the login screen:

2. Point your mobile device camera at the QR code in your email to scan the QR code.

Please Note
Without the access to your device’s camera, the mobile app would not be able to read the QR-code. To scan a QR-code, the mobile app will ask for a permission to access your device’s camera.

User Interface Overview

User Interface Overview in iOS app

After you’ve logged into the app, you’ll see a user interface as shown in the screenshot below:

Menu. Here you can find all the app settings, including your profile and presence status selection. Contacts. This is where you can find your colleagues and all your business contacts. Chats. Here you can chat with your team, share files, photos, etc., and send SMS to your external contacts (only if the SMS feature is enabled for your account in the admin portal). The calls tab is where you can dial a phone number to make a call and view the history of all the calls you’ve made.  Keypad. Use this tab to dial a phone number or to access your phone’s Contacts List. Speed dial. In this tab, you or your PBX administrator can add phone numbers, emergency contacts, and buttons for quick access to various PBX features.

User presence statuses in iOS app

With the help of various user statuses your mobile app allows you to share your availability with the team and check the availability of your colleagues. There are 5 different states a user can have: Online. This state shows that the user is currently online and able to receive calls and messages. Away. This state indicates that the user is currently out of his workplace. Does not affect the ability to receive calls and messages. Busy. In this state, all incoming calls will be blocked but the user will still be able to receive messages. Offline. Offline Users cannot receive calls and messages. At the desk. You can set this status manually if you have a desk phone connected to your Phone System and you would like for all incoming calls to be routed first to this desk phone. Meanwhile, your mobile apps will receive incoming calls with a set delay.

Changing your presence status To change your status: Switch to the Menu tab by tapping the icon. Tap on the Status dropdown menu. Choose one of the statuses available from the dropdown menu.

Contacts

Contacts tab in IOS app

The ‘Contacts’ Tab is where you can find contacts of all your colleagues and clients.

All your colleagues will be displayed in the ‘My team’ section, together with their presence statuses.

1. Search for contacts.
2. Contacts added to Favorites.
3. List of your colleagues and external contacts.

Create a new contact in iOS app

To create a new contact:

1. Tap on the icon at the top right corner of the screen.
2. Select ‘Contact’ from a pop-up menu:

3. Then fill in the name of the contact and add additional details.

1. Enter a contact’s name
2. Press ‘Save’ to finish editing the contact.
3. Add an avatar picture to the contact.
4. Add details like phone numbers, company name, job title, etc.

Import contacts in iOS app

To import a contact from your iOS device into the mobile app:

1. Open the ‘Contacts’ tab and tap on the ‘Phone Contacts‘.

2. Tap on the ‘Import’ button to select the contacts you want to import.

3. Select the contacts you would like to import and press the ‘Done’ button to finish importing.

Working with contacts in iOS app

Contact’s Profile

A Contact’s Profile contains all the details regarding a person or an organization, including the history of communication with your company.

To open a contact’s profile, simply tap on a contact from your contacts list or on a contact’s name in a chat screen.

Add a contact to favorites

To add a contact to favorites, open the profile of a contact and tap on the ‘Add to Favorites‘ menu item.

Edit a contact

To add new details to a contact, press the ‘Add Detail’ button. To edit contact details, tap on the information you would like to change and press the icon.

Delete a contact

To delete a contact, scroll down to the bottom of contact details and tap on the ‘Delete’ menu item.

Share a contact

To share a contact with your colleagues, open the profile of a contact you want to share, tap on the ‘Share Contact’ menu item, and then select an application you would like to share a contact with.

Block numbers in iOS app

You can block incoming calls and SMS from the selected contacts and phone numbers.

NOTE: Blocked contacts are shared across your entire organisation, so if you block a number, it will also appear on other users’ blocked list.

How to block a new contact

To block a new number:

Navigate to Menu > Blocked. Tap the “+” (plus) button. In the appeared pop-up, specify the phone number and (optionally) the reason for blocking this number. Press the Block button to confirm.

How to block an existing contact

To block an existing contact:

Navigate to Contacts tab. Find and select the contact in the list. In the contact profile, scroll down and press the “Block” button. In the appeared pop-up, (optionally) specify the reason for blocking this number. Press the Block button to confirm.

How to unblock a contact

To unblock a blocked contact:

Navigate to Menu > Blocked. Find and select the contact in the list. In the blocked contact profile, scroll down and press the “Unblock” button.

Call Handling

Making outgoing calls in iOS app

There are several ways to initiate an outgoing call from the mobile app:

Making a call from a contact profile

1. Open the profile of a contact that you would like to call.

2. Tap on the icon to make a call.

User’s profile example

External contact’s profile example

Making a call from a Keypad tab

1. Open the ‘Keypad’ tab by pressing the icon.

2. Dial a phone number manually or tap on the icon to access your mobile device’s contacts list.

Making a call from a chat

1. Open the ‘Calls’ or ‘Chats’ tab.

2. Open a chat with a contact that you would like to call.

3. Press on a  icon to make a call.

Dial a contact from your device’s phone book on iOS

To call a phone number that is in your device’s contacts list and is not imported into the mobile app:

1. Open the ‘Menu’ screen and select the ‘Phone Contacts’ menu item.

2. On the screen with the list of your contacts, tap on a contact you want to call.

3. Press the icon to make a call.

Alternatively

1. Open the ‘Keypad’ tab

2. Press the icon on the bottom left corner of the numpad.

Working with incoming calls in iOS app

Upon receiving an incoming call, on your mobile device, you will see the following screen:

1. Drop a call
2. Answer an incoming call

During a call, you have access to the following features:

1. Open Contact’s Profile.

2. Put the call on hold.

3. Make a parallel call.

4. Mute / unmute microphone.

5. Turn the video on / off.

6. Turn call recording on / off.

7. Open the numpad to send DTMF.

8. Transfer a call.

9. Turn the speaker on / off.

10. Open a chat with a caller.

Transfer a call in iOS app

To transfer a call:

1. During an ongoing call, press the ‘Transfer’ icon

2. Enter a phone number or choose a contact from the list, where you want to transfer a call.

1. Tap on the ‘Numpad’ icon to dial a phone number.

4. Choose if you would like to do a Blind or Attended transfer.

If you choose a ‘Blind transfer’, you will be disconnected from this call while the caller will be transferred to the number you selected.

In the case of ‘Attended transfer’, the caller will be put on hold, while the app will make an outgoing call to the number/contact you chose to transfer a call to.

5. Press the highlighted ‘Transfer’ button (1) to confirm the call transfer.

Add a participant to a conference in iOS app

To add a participant to a call:

1. During an ongoing call, tap on the ‘Add call’ icon

2. Choose а contact that you’d like to add to a call from the list.

OR press the numpad icon to dial a phone number.

3. After you’ve connected with a new participant, press the ‘Join’ button to this participant to a conference.

4. Press the ‘Merge’ button (1) to merge both lines into a conference.

You can repeat all the above steps to add more people to a conference call.

Remove participants from a conference on iOS

To remove participant from a conference:

1. During an ongoing conference call, tap on the “Remove participant” button at the top-right corner of the app to open the list of participants.

2. In the participant list, select the user or contact you want to disconnect from the conference.

Switching between two lines during a call on iOS

During a call, if you need to make an outgoing call while putting the current call on hold: 

1. Tap on the ‘Add call’ icon

2. Choose а contact that you’d like to call from the list.

OR  Press the Numpad iconto dial a phone number.

3. After the connection has been established, you can switch between the two calls by tapping on a pause icon.

4. Tap on the icon to switch between lines.

Call parking on iOS *

Call Parking feature allows you to put a call on hold from one extension (or device) and retrieve it from another extension (or device) with permission to do so.

To park a call:

1. During an ongoing call, press the ‘Transfer’ icon

2. Select a parking slot where you would like to park a call and confirm action.

Note: if all parking slots are busy, you will not see any parking slots in the list.

Retrieve a parked call

A parked call will be displayed in the Contacts tab above the list of users/contacts. It will be visible to all your colleagues, and they will be able to pick up this call from a parking slot.

1. Navigate to the Contacts tab and click on a parking slot to retrieve a call.
2. Confirm action in the pop-up window to connect with the call waiting on a parking slot.

* Please check the availability of this feature with your PBX Administrator.

Working with call details in iOS app

When you make dozens of calls every day, it is tough to remember the details of every single call. By filling in a call subject and adding some comments, you can highlight the most important parts of your conversation and easily find them when you need them later.

To view/add information about a call:

1. Open your conversation history with a contact. You can do that by switching to the ‘Calls’ tab and selecting a contact from the list of your calls.

2. After selecting a contact, you’ll see a history of all communication with that contact. Tap on a call you’d like to add details to.

Finding a call by its subject Specifying the subject of a call can help you easily find that call any time later. To find a call by its subject, simply type a subject you want to find in the Chat Search field and press the ‘Search’ button.

You can also mark a call as a ‘Favorite’ by using the long tap on a message or a call. This will make it easier to find it using chat filters.

Listening and sharing a call recording in iOS app *

When you record a call using your mobile or desktop app, this call recording gets synchronized between all your devices. It means that you can listen to the recording of a call on your mobile device, even if it was recorded from your desktop application.

To access a call recording from your mobile app:

1. Open your conversation history with a contact.

2. Calls that have a voice recording will have an icon.

3. Tap on a call which recording you’d like to listen to.

4. On the Call Details panel, press theicon to playback a call recording.

* Please check the availability of this feature with your PBX Administrator.

To share a call recording with other applications on your device:

1. Open the details of a call recording that you would like to share.

2. Tap on the icon.

3. Choose an application on your device where you’d like to send a recording.

You can choose this same application from the list to share a recording with your colleagues who use this app.

Switching a call between desktop and mobile app

You can seamlessly transfer a live call from your desktop app to your mobile app, or from your mobile app to your desktop app, with no interruption. This is useful for taking your work on the go.

iOS

1. To switch an active call, open the iOS app while on an active call, then tap the notification at the top of the app:

2. Press Confirm to switch a call.

Android

1. To switch an active call, open the Android app while on an active call, then tap the notification at the top of the app:

2. Press Confirm to switch a call.

Desktop (Windows/macOS/Linux)

1. To switch an active call, open the desktop app while on an active call, then click on the notification at the top of the left side panel of the app:

Chats and Messages

Chats and messages on iOS

Using the mobile app, you can send a text message to a colleague directly via ‘Personal’ chat or to a group of colleagues using a ‘Group’ chat.

The ‘Chats’ tab is where all of your chat conversations – all the messages you’ve sent and received, are displayed.

It is also where you can create a new ‘Personal’, ‘Group’, or ‘SMS’ chat.

You can initiate a chat with a colleague using one of the following options:

• Open your colleague’s Profile. And pressing the chat icon.

• Select an existing chat in the ‘Chats’ tab.

• Create a new chat by pressing on the icon at the top right corner of the screen and then selecting the type of chat you would like to create.

Sending messages and media in iOS

Sending a text message

To send a text message to another app user:

1. Open a chat with a colleague(s) you would like to send a message to.

2. Tap on the text area at the bottom of the screen.

3. After you’ve finished typing your message, press the icon to send it.

Sending files, photos, and locations

To send a file, photo, or your current location:

1. Open a chat with a colleague(s) you would like to send a file to.

2. Tap on the icon at the bottom of the screen.

3. Select the type of message that you would like to send.

Sending an SMS message in iOS app *

To send an SMS message to a contact or a phone number:

1. Press on the icon at the top right corner of the screen and then tap on the SMS menu item to create a new chat.

2. Select a contact you’d like to send an SMS message to or type in a phone number at the top of the screen.

3. Tap on the text area at the bottom of the screen and type in your message.

4. After you’ve finished typing your message, press the icon to send it.

* Please check the availability of this feature with your PBX Administrator.

Sending voice messages

To send a voice message to your colleagues who are using the app:

1. Open a chat with a colleague(s) you would like to send a file to.

2. Tap on the icon at the bottom of the screen.

3. The recording screen will pop up where you’ll be able to pause/resume and reset your voice recording.

Working with messages in iOS app

Copying a text message

To copy to a specific message
in a chat:

1. Long-tap on a message that you’d like to copy.

2. In the pop-up menu, select the ‘Copy’ menu item.

Forwarding messages

To forward a single message to another user(s):

1. Long-tap on a message that you’d like to transfer.

2. In the pop-up menu, select the ‘Forward’ menu item.

3. Select contacts or group chats to which you would like to transfer a message.

To forward multiple messages to another user(s):

1. Long-tap on a message that you’d like to forward.

2. In the pop-up menu, select the ‘More’ menu item.

3. Tap on the icon.

4. Select contacts or group chats to which you would like to transfer a message.

Replying to a message

To reply to a specific message in a chat:

1. Long-tap on a message that you’d like to reply to.

2. In the pop-up menu, select the ‘Reply’ menu item.

3. At the bottom of the screen, right above the Text Area where you type your messages, you’ll see the message that you’re replying to.

4. Type your reply in the text area at the bottom of the screen.

5. Press the icon to send your reply.

Share messages with other applications on your device

To share a message with other applications:

1. Long-tap on any message in a chat.

2. In the pop-up menu, select the ‘More’ menu item.

3. Select messages /photos /files /calls you would like to share.

4. Tap on an icon.

5. Select an application on your device you’d like to share messages with.

Create a Group chat in iOS app

To create a new chat:

1. Press on theicon at the top right corner of the screen.

2. Select the ‘Group’ menu item from the pop-up menu to create a new group chat.

3. Enter the name of the group chat you would like to create.

4. Select participants for this group chat from the list and press ‘Done’.

After you’ve created a group chat you can select who, aside from you, will be this group’s Admin and will have the right to add or remove participants to this group.

To edit the list of group administrators:

1. Press on the small arrow icon at the right side of the group name to open the group settings screen.

2. Tap on anicon to add/remove admin rights to a participant.

Settings

App Settings in iOS app

In the App Settings, you can set Call Forwarding, Voicemail, and some other features according to your needs.

To open the App Settings, you need to tap on the icon.

The app settings are divided into two groups:

• Call Settings;

• Media and Files.

Media and Files

Here you can set how to store call history, files, and pictures.

Call Settings in iOS app

For various cases when you can’t pick up the call in the app, you can set the following Call Forwarding rules. Those rules will help automatically forward calls to the external phone numbers you specify.

Forward unconditional. This feature will forward all your incoming calls to a phone number specified in the ‘Number’ field below.

Forward when unreachable will forward your calls to a specified phone number only in case the app will lose a connection with your server.

Forward when busy. This rule will only apply during the time when you have an active call.

Forward when unanswered. You can turn this feature on if you want to forward calls you do not answer during the time set in the ‘Timeout’ parameter below.

A Voicemail checkbox turns your voicemail feature on/off. To record or change your voicemail greeting, tap on the ‘Set Greeting’ menu item.

Check the ‘Voice Recording’ feature to enable total call recording for all your calls. *The call waiting feature allows the suspension of an existing phone call to answer a second call. This feature is required for putting a call on hold, transferring a call, and creating a conference call.

* Please check the availability of this feature with your PBX Administrator.