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How to Use Mobile App

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Written by Support

Scope:

This document will walk you through on how to make calls, transfer calls, conference calls, record calls, use SMS/chat, and your check voicemail.

Requirements:

  • Registered Mobile App application

Make a Call

Via Contact Page

  1. Select the contact you want to call

  2. Press the phone icon to the right of the contact
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Make a Call Via the Dialpad

  1. Press on the yellow dial pad icon in the lower right corner
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  2. Dial the number or extension you wish to reach

  3. Press the phone icon at the bottom to start the call
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Transfer a Call

  1. Press Transfer from an active call
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  2. Select whether to transfer to a contact or dial a number
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  3. Dial or select the contact then choose whether to use a blind or attended transfer
    ​NOTE: Learn more about blind and attended transfers here
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Conference Calling

  1. Press Add call from an active call
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  2. Select whether to transfer to a contact or dial a number


Record a Call

  1. Press Add call from an active call
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  2. Press Record
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Chat & SMS

Chat between users is enabled by default, however, SMS must be enabled by your service provider. Please contact your service provider for more information

  1. Select the Messaging tab
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  2. Tap the yellow and white pencil icon in the lower right corner
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  3. Type in the phone number or contact you would like to message and press Send
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  4. Active chats will then appear on this tab. You can select them to send messages in the same thread


Check Your Voicemail

  1. Tap the voicemail icon
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  2. Here you will be able to view any voicemail messages that have been left for you
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  3. You can sort through them by new, saved, and trash. To change the sorting, click the drop-down arrow next to Voicemail in the top right and select what you would like to sort by

  4. Tap on the voicemail to see the following options

    • Listen to the voicemail

    • Call back the caller

    • Save the voicemail

    • Forward to voicemail to another extension

    • View the voicemail and caller information

    • Delete the voicemail
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