Desktop ConnectUC
Content
Installation
Merging and Transferring Calls
Settings and Preferences
Reporting
Additional Resources
Installation
Accessing and Setting up ConnectUC Desktop
Installation Prompts
Open the App
Set ConnectUC to Run on Startup:
Accessing and Setting up ConnectUC Desktop
To access the Web ConnectUC begin by navigating to https://app.connectuc.io/. After the initial log-in, you will see a red banner at the top asking you to allow ConnectUC to play audio for incoming calls. Select Allow to receive incoming calls. You may also be asked to allow permissions for other functions within the app when they are required (i.e., video permissions for initiating a video call). Please allow permissions as needed as needed to ensure functionality.
Installation Prompts
Once logged in, please select your profile icon and then select 'Preferences.' Once selected, navigate to the 'Integrations' tab and click the 'Install ConnectUC' button to initiate the installation process. To finalize the installation, please remember to click 'Install' when prompted. Once the UC Client is installed, you will now have a new Tray icon like any other desktop app (Mac pictured).
Open the App
Once installed click on Open.
Set ConnectUC to Run on Startup:
For Windows: Click the "…" button menu when the app is open and select "Pin to Start." For Mac: Right-click on the PWA icon in the dock and select "Open at Login." We also recommend Mac users select "Keep in Dock" for convenience.
Features
Calls Tab
Voicemail
Parking
Chat
SMS
Fax
Dialer
Incoming Calls
Calls Tab
The Calls tab allows you to make a new call and view details for recent calls.
Voicemail
The Voicemail tab allows you to view, listen, download, and read transcripts for voicemails you have received. After clicking on an individual voicemail, you also have the option to call the number back within the app or delete the voicemail.
Answering a Parked call - The Parking tab allows you to view a list of Parked Calls. If there is a call parked in one of the parks it will be indicated by a 1.
Chat
The Chat tab allows you to view and manage chat conversations, create new chat conversations, and call or video conference.
SMS
The SMS tab allows you to create, view, and manage SMS conversations.
Fax
The Fax tab allows you to send faxes and also view inbound and outbound faxes.
Dialer
The dialer option found at the bottom of the side page allows you to use a dial pad for making outbound calls. Additionally, you can also search and call existing contacts from the dialer menu.
Incoming Calls
Incoming calls to the Connect UC app will appear as the following screen on your mobile device.
Merging and Transferring Calls
SWAP
DROP
MERGE
Blind Transfer
Attended Transfer
Transfer to Voicemail
Transfer Verification
SWAP
Selecting SWAP will switch between the calls as well as show you which caller is on hold.
DROP
Selecting DROP will drop the caller that is on hold.
MERGE
Selecting DROP will drop the caller that is on hold.
Blind Transfer
To Blind Transfer the call directly to another extension click on the Blind Transfer icon.
Attended Transfer
To transfer but notify to whom you are transferring the call to first, click on Attended Transfer.
Transfer to Voicemail
Send To Voicemail will transfer the caller directly to the voicemail of whom you are transferring the call to.
Transfer Verification
You will receive the following notification to confirm that your transfer selection was successfully completed.
Settings and Preferences
User Status
Do Not Disturb
Blocked Numbers
Notifications
User Status
ConnectUC users can change their status by clicking the 'Update your Status' section. Once selected, the user can choose an Emoji icon and the accompanying status message. Once the status message is saved, it will display for other users until the status is cleared. To clear your user status, click the grey "X" button to the right of the status message.
Do Not Disturb
ConnectUC users can change their status by clicking the 'Update your Status' section. Once selected, the user can choose an Emoji icon and the accompanying status message. Once the status message is saved, it will display for other users until the status is cleared. To clear your user status, click the grey "X" button to the right of the status message.
- Do Not Disturb - Calls to the PBX user are sent to voicemail and notifications are disabled across all extension's phones/devices.
- Disable Calls - Incoming calls are disabled only on this device but will ring on other phones/devices.
- Disable Notifications - Notifications are disabled. Calls will still ring.
Blocked Numbers
The Blocked Numbers section allows users to manage their Allowed Numbers and Blocked Numbers.
Notifications
The Notification section allows users to customize their notification settings, including the ability to enable/disable notification sounds, enable/disable minimized notifications, and the ability to set custom tones/sounds for individual notification types.
Additional Features
Additional Resources
Reporting
Reporting
ConnectUC's Report an Issue feature allows users to report any issues relating to their ConnectUC experience.
