YEALINK PHONE OPERATIONS

Making a Call

• Dial the number you wish to call using the keypad and press the “Send” soft key. The phone will dial the number and your call will be connected.

• Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Method

• Press the "Answer" soft key to answer an incoming call.

• Press the "Tran" soft key to start the blind transfer procedure. Dial the extension number of the person you would like to transfer the call to. Press "Tran" to complete the procedure.

Attended Transfer Method

• Press the "Answer" soft key to answer an incoming call.

• Press the "Tran" soft key to start the attended transfer procedure. This will automatically put the caller on hold. Dial the extension number of the person you would like to transfer the call to. Press "OK" to call.

• The transfer recipient answers and accepts to take the call.

• Press the "Tran" soft key to transfer the call.

• The original caller and the transfer recipient are now connected.

Checking Your Voicemail

• To check your voicemail, press the "Message" button and follow the voice prompts.

Checking Voicemail from any IP Phone

To check your voicemail from any phone in your office:

• Pick up the handset and dial “999”.

• Press “#”.

• You will be asked to enter your extension number, type in your extension number.

• You will then be asked for your voicemail PIN number. Type in your voicemail PIN number then press ”#”.

• Follow the voice prompts to check or delete your voicemails.

Checking your Voicemail from Outside Your Office

To check your voicemail from your mobile phone or any external phone when you have no WiFi or 3G connection:

• Pick up your phone and dial the number your administrator provided you with.

• Once connected, wait until you hear the prompt “Please enter extension number”, type in your extension number.

• You will be asked for your extension’s PIN number. Type your voicemail PIN number then press ”#”.

• You will be given access to your voicemail. Follow the voice prompts to check, delete or listen to your voicemails.

Conference Call

• Make or Answer a call.

• Press the "Conf" soft key. The first caller will be put on hold.

• Dial the number of the caller you wish to add to the conference call and press "Conf".

• Once the call has been answered press "Conf" again. The callers will be added to the conference.

• While in a conference call you can do the following:

• Press the "Split" soft key to split the conference into two individual calls.

• Press the "Hold" soft key to place the conference on hold.

• Press the "Manage" soft key and select a participant by using the "Left" and "Right" keys to:

• Mute the participant by pressing the "Far Mute" soft key.

• Remove the participant by pressing the "Remove" soft key.

• Place a new call by pressing the "New Call" soft key. The conference will be put on hold.

• Press the "Back" soft key to go to the previous screen.

• Press the "Cancel" soft key to end the conference call.

A conference with up to three participants (yourself and two others) can be made using this procedure.

Create an Ad-hoc Conference Call using your Desk Phone

Conference calls allow you to easily setup a call between multiple users – up to 32 callers (licence permitting). Although many conference call services exist, it’s often easier and cheaper to host your own audio conferences. You can set-up Ad-hoc conference calls, without the need to reserve a conference room. This has been done to simplify the set-up of conference calls.

If you wish to setup a call conference directly from your Desk Phone, you will need to inform the other participants of the conference ID and the number they would need to dial. For example, internal callers will need to dial "700" but external participants will need to dial a specific DID or else dial "700" at the digital receptionist (IVR) menu. They will then need to enter the conference ID that you specified for the conference call. The following steps illustrate how to set up a call directly from your Desk Phone:

1. Dial the conference extension number, by default  "700".

2. You will be requested to enter a conference ID. This can be any number, for example “100” and will be the unique identifier (conference ID) for that specific conference session. Note: If the administrator has configured the phone system to require a security PIN to create a call conference, you must enter it after the conference ID, separated by a *, for example: 100*0000 (where 100 is the conference ID and 0000 the system wide conference PIN). The PIN is only required by the person setting the conference.

3. If you are the first participant, the conference interface will ask you to confirm creation of the conference. Press * to confirm or # to cancel.

4. You will be asked to speak your name after the beep and press a button to continue.

5. All callers who wish to join the conference must first dial "700" to enter the conference menu and then further specify the same conference ID to join a conference or enter a new ID to create a new conference.

6. You will now enter the conference. If you are the first caller, you will hear music on hold, while you wait for the other callers. As soon as another caller joins, his name will be announced.

Note: Prior to creating the conference, you should notify all of the participants you require to be present in the conference. This notification should include the conference extension number, conference ID, conference PIN, DID and calendar information.

If you want to create a Video Conference download 3CX Phone System and check out 3CX WebMeeting.

3CX Web Client

Introduction

The 3CX Web Client is a browser-based app. It combines all the features you need to easily and efficiently communicate, collaborate and connect with colleagues, partners, and customers. From this one interface, you can manage calls, view the status of colleagues, hold a video conference, and connect via voice, live chat, WhatsApp, Facebook, and SMS/MMS.

Get Started: Logging On

(3CX Web Client Login Options)

• Open your “Welcome to 3CX | Your Account Details” email.

• If your admin has enabled SSO for Google Or Microsoft, sign in with those credentials.

• If not, click on the “Set your Password” link specified in your email and set your password.

• Log in using your email or extension number and your newly set password.

Note: Your System Admin can enable 2 Factor Authentication for extensions from within the admin console.

Install the Web Client as an App (PWA) - Google Chrome

(Install the Web Client as an App (PWA) )

• Click on the download icon in your browser’s address bar as shown above.

• 
  

• 
  

• A new dialog will open, click on the “Install” button.

• You will be asked if you would like to pin 3CX (PWA) to your taskbar. We suggest clicking on “Yes” for easier access.

• The Web Client as a PWA app is now installed.

• Enable the app to launch at startup. Type ‘chrome://apps’ into the address bar. Right click on “3CX” and enable “Launch at Startup” as shown above.

Install the Web Client as an App (PWA) - Microsoft Edge

• Login to your web client.

• Click on the icon highlighted above in your address bar.

• Click “Install”.

• A new dialog will appear. Select the last 2 options and click “Allow”.

• You will be asked if you would like to pin 3CX (PWA) to your taskbar. We suggest clicking on “Yes” for easier access.

• Installation is complete. 

Click2Call Browser Extension

The 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge enable you to initiate calls from any website or CRM system. Phone numbers appear “hyperlinked”, for you to simply click on and ‘send’ the number to the 3CX Web Client or Desktop App to place the call.

Installing the Browser Extension

• Install the Google Chrome extension.

• Install the Microsoft Edge extension.

• Follow the installation steps.

(3CX App Preferences Screen)

• Once installed the above screen will appear. Choose which 3CX app you prefer the browser extension to use to initiate calls; the Desktop App or the Web Client.

• In the “Exception URL list” field you can add specific website URLs that should not have their numbers “hyperlinked”. For example, you can exclude a website with accounting information, to prevent it from creating clickable numbers.

Making & Managing Calls

• To place a call, click on the dialer icon in the top right corner of your web client.

• Enter the phone number or search by name, extension number or email address and then click the handset icon to start the call.

(Making and Managing Calls via 3CX )

• Beneath the search bar you will see an option “Call using: Browser”. Click on the arrow and a dropdown will appear with available devices/apps for you to use to place calls.

• During a call, you can perform a number of actions:

• 
  

• 
  

• 
  

• Transfer a call - Click on “Transfer” and enter the name or number of the person you want to transfer the call to. The call is transferred.

• Attended Transfer - Click on “Att.transfer” to announce the call to the receiver before transferring the call. The call will be put on hold.

• Start a conference call - Click on the “Conference” button and enter the name or number of the person/s you want to add to the call. They will be dialed and upon answering, they will be added to the existing call.

• Record a call - Click on the “Record” button at any point during your call to start recording. Click again to end the recording. Recordings can be accessed in the Web Client (if you have the required rights).

• Initiate a new call - Start a new call on a separate line without hanging up the current call. To do this, click “New Call” and enter the name or number of the callee.

• Switch to video - Switch your current audio call to a video call by clicking the “Video” icon in the dialpad.

Manage your Status & Queues

The Status feature allows you to see which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed.

(Managing Status & Queues)

• Click on your avatar in the top right corner and select your status from the dropdown.

• Your status color changes automatically to yellow when your line is busy.

• Use the pencil icon to set a custom status message.

• Time-limit your status by clicking on the “Set status temporarily” option.

• Click on “Settings” > “Call Forwarding”. From here you can customize each status and more:

• Enable/disable push notifications for each status.

• Rename “Lunch” and “Business Trip” statuses.

• Set the number of seconds before an unanswered call is forwarded for your “Available” and “Lunch” statuses.

• Set forwarding rules for unanswered calls.

• From the “Exceptions” option you are able to override forwarding rules based on Caller ID and time of the call.

• Set your office and break hours.

Auto switch status based on your working hours

(Scheduling Working Hours)

You can configure automatic status switching based on your office hours from “Settings” > “Call Forwarding” > “Switch Status”. Choose whether your extension should use regular office hours or add your own. Your extension will then follow these hours and automatically change your status accordingly.

Add Caller ID Exceptions to your working hours

You can add caller ID exceptions to your working hours. This allows you to, for example, always accept a call from someone regardless of your working hours or never accept a call and send the caller straight to voicemail.

• From the left hand menu in your Web Client, click on the 3 dots > “Settings”.

• Now select “Call Forwarding” > “Exceptions”. From the Exceptions screen click on “+” to add a new exception.

(Caller ID Exceptions)

• Enter the caller ID you want to create an exception for.

• From the “Received During” drop-down menu choose which hours this exception is valid for. All hours, Break Time, Office Hours and so on.

• From the last dropdown, select where to forward calls to from your specified caller during your chosen hours. If you check the “Rebound” box, any unanswered “exception” calls will be automatically redirected to the extension that originally received it.

• Click “OK” to save the exception.

Team View - Departments & Groups

(Viewing Different Departments and Groups in your Company via 3CX Web Client)

• By default, the “Team View” shows all the members of the groups you are part of. You can choose a different “View” from the top right drop down list, e.g. marketing, sales.

• Add colleagues to your “Favorite” list by clicking the star icon next to their name.

• The contacts toggle in the top left corner allows you to show your personal contacts also. They will be listed after your colleagues.

Chat with Colleagues and Customers

Send and receive instant messages with colleagues, live chat with website visitors, WhatsApp & Facebook, and receive SMS/MMS messages from customers. Access all chat functions from the “Web Client” > “Chat” option in the left-side menu.

Quick response chat templates are available to be created and edited by group managers. These allow users to respond with predefined messages making response times quicker. Templates can be split into different categories and languages.

Learn more about composing chats and SMS, and the various chat functions available in the business chat manual.

Start a Video Conference

Start a video conference or schedule a conference by clicking on the “Meet” option in the left-hand menu of your Web Client. Find out more about video conferencing and its features in the Video Conferencing manual. 

VIDEO CONFERENCING Introduction

3CX’s video conferencing solution allows for effective, face to face communication and collaboration with colleagues and customers. With 3CX, your invitees can seamlessly join meetings from their browser with absolutely no login, sign up or installations. All they need is your meeting link. They can join in-browser on Chrome or Firefox, or use one of the free video apps for Android or iOS.

Create an Ad-hoc Video Conference

(Creating an Ad-hoc Video Conference)

Go to “Meet” in the left-hand menu of your Web Client or Web App. By default, the Quick meeting will be ready for you to start a meeting. Test your internet connectivity before your meeting, see how.

 (Using your Meeting Link to Invite Participants )

• As soon as you are ready hit “Start Now”.

• A pop-up window will appear to “Invite Participants” via email. You can also copy the meeting link, share it via WhatsApp, or scan the QR code to join from your mobile.

• To add more participants during the conference, simply click the “Add Participants” icon at the left bottom of the screen.

• Participants can join the conference by opening the Meeting link.

Settings

In the bottom right corner you’ll see a gear icon . Click on this and a new panel will appear with various setting options.

• Devices: edit your devices; camera, microphone and speakers which are used for your meetings.

• Meeting Quality: adjust the quality of your meeting

• The toggle bars allow you to blur your background, add HD, enable echo cancellation etc.

• Notifications: choose which actions you want 3CX Meet to notify you of.

Is your Internet Connection Good Enough?

Video conferencing requires a reliable and stable connection. To make sure that your audio and video settings are optimized, click on the “Self Test” button in your 3CX Meet window.

(Self-testing Before Starting the Meeting)

This automated test will run for about 2 minutes and will take you through 3 phases. Once the test is completed, you’ll receive one of three results: “Acceptable”, “Good” or “Poor”.

If you receive an "Acceptable" or "Good" result, your audio and video settings are optimized for a good user experience during meetings. If you receive a "Poor" result, you will need to adjust your settings or troubleshoot any issues with your equipment and/or internet.

How to Schedule an Audio or Video Conference

(Schedule a Video or Audio Meeting in Advance)

To schedule a new conference:  

• Go to “Meet” and press the “+” sign.

• You can choose between audio conference, video conference or webinar.

• If you are scheduling a video conference or a webinar, press on the gear sign. A pop-up with additional meeting options will open.

• Fill in the conference details.

• From the drop-down “Select email / calendar to add to”, you can choose between Google, Microsoft 365, Outlook Online or Desktop Outlook (.ics).

• Click “Create Meeting”.

• Your calendar will automatically open in a new tab with a ‘New Event’ pre-populated with all the details. If you are using desktop Outlook, an .ics file will download. Open the file and a pre-filled calendar entry will open on your desktop.

• Invite your participants, make any additional changes and click “Save” or “Send”.

• To join a meeting you can click on the link in your calendar.

• To delete a scheduled conference, go to “Meet” and press the Scheduled Conferences button and then .

Note: selecting “Email (Legacy, NO RSVP)” will send a bare bones email invitation in which the RSVP function does not work. We highly recommend you choose one of the other options - Google, Microsoft 365, Outlook Online or Desktop.

Your Personalized 3CX Meet URL

The 3CX Meet link is a unique URL that you can share with customers, partners or colleagues, and they can contact you for free, just like your office phone number. Your shareable Meet URL can be found in your “Welcome to 3CX | Your Account Details” email or under “Settings” > “3CX Talk” in your Web Client.

A simple click on your 3CX Meet or Talk link and you’ll be connected. You will then receive a request to join the call or meeting.

Managing a Video Conference

(Manage Video Conference )

The 3CX Video Conference platform offers a range of features that can be used to enhance virtual meetings. These features vary from the very basic - such as “Add participants”, “Mute/Unmute Audio”, “Turn Camera On/Off”, “Chat”, and “Raise your hand” - to some more advanced features such as “Present your screen”, “Share Content” and “Start Recording”.

Users can also choose between the “Tile View” and “Full Screen” for their screen “Layout” as well as manage devices, meeting quality, and view statistics with the “Options” feature.

For more information on advanced features such as collaboration tools, remote control, meeting moderation and settings, visit our Advanced Video Conferencing guide.

Moderate and Control Users

An organizer can perform actions and provide additional rights to participants depending on their role, by clicking on a participant’s name and selecting:

(Control and Moderate Users in Video Conference)

• Spotlight - Enlarges the participants' window so that they can present or speak.

• Turn Camera On/Off - Requests permission to enable the participant's camera.

• Mute Audio - Enables and disables the participants' microphones.

• Co-host - Has full control of the web meeting and can use all the available features, as well as use the Remote Control function, control cameras, microphone and chat access. Co-hosts can also accept, reject or kick a user out of a meeting.

• Presenter - Can share their screen, reply to remote control requests, polling and share files and PDF documents.

• Participant - Can reply to remote control requests and polls, chat and open shared files.

• Kick - Immediately remove a user from a meeting. ‘Kicked’ users can re-join a meeting.

Note: The meeting creator’s role is denoted by the title of “Host” and cannot be moderated by other organizers.

Using your 3CX iOS App

Introduction

Whether you choose to work remotely from home, by the pool or at your neighborhood cafe; the 3CX iOS app lets you take your office extension along for the ride! Apart from call and contact management, you can also chat with colleagues and customers via WhatsApp, Facebook, SMS and website live chat as well as hold a video conference - all from the palm of your hand. 

(3CX Mobile App on iPhone 15 PRO Max)

Step 1: Install the iOS App

• Install the iOS app from the App store.

• Open the app, read and accept the license agreement and authorize the permissions the app needs (camera, microphone).

Step 2: Configure your Extension: Scan the QR code

(QR Code Location in 3CX Web Client)

• Open your web client and click on the QR code in the top right corner.

• Open your camera on your iOS device and scan the QR code shown on your screen.

• Your extension is configured and you’re now “Ready for calls”!

Making a Call

Using the iOS app to make a call is as straightforward as making a call from your smartphone’s native call function.

• Enter a number via the dialpad and press call.

• Tap on the option from the menu and search contacts by name, extension number or email address. Or tap on a contact and select “Call”.

You can easily perform a number of actions on an active call:

• “Transfer” allows you to perform two types of transfers.

• “Blind Transfer”- transfer the call directly without addressing the receiver.

• “Att. Transfer”- first speak to the receiver and then transfer the call.

• “Conference” - add more participants to the call.

• “Record” - record the conversation.

• “Video”  - take your call up a notch by turning it into a video call.

• “New call” - places the current call on hold to make a new one.

Ask Siri to Make a Call

Use Siri to make a call using 3CX, be it by name e.g. “Siri call James using 3CX” or by number e.g. “Siri call 101 using 3CX”:

• Ensure your device has Siri enabled. If not, go to “Settings” > “Accessibility” > “Siri”.

• On your first request, Siri will ask permission to access 3CX data – tap “Yes”.

• Siri will launch the 3CX app and make the call.

• Launch the 3CX app at any time by saying: “Siri, open 3CX”.

• In the case of several people with the same name, Siri will prompt you to choose which number you want to call.

Speed Dial Widget

Quickly make calls using the 3CX Speed dial widget from your iOS screen.

(Speed Dial Widget in iOS App)

• Tap on the menu in the top left corner.

• Select the “Speed Dial widget”.

• Choose 1 of the 3 view options:

• Buddies: Add up to 20 contacts and quick access to “Missed calls” and “Messages”.

• Cards: Add up to 10 contacts in a 2-column list.

• List: A list of the 5 most used contacts.

• Add your extensions by tapping on the empty slots and selecting the contacts you want to include.

• Once done, press the “Settings” to go back.

• Go to your iPhones home screen and long-hold anywhere on the screen until your apps start “shaking”. Press on the “+” option in the top left corner.

• In the search bar, search for “3CX”.

• Tap on

•  “Add Widget”.

(Speed Dial Widget on iOS Device Screen)

• The widget will now appear on the top of your home screen.

Schedule a Video / Audio Conference

With the iOS app, it's quick and easy to create an audio or video conference and invite participants. To schedule an audio conference call:

• Tap on the menu button in the top left corner and select “Schedule”. Allow 3CX access to your calendar.

• Add the subject and set the date and time of your conference. To create a video conference enable the “Video” option.

• The “Add to Calendar” option will create an event in your device’s calendar. If you don’t want to add the conference to your device’s calendar, disable this option.

• Tap “Save”.

• A new screen will appear called “New Event”.

• Tap on the “Invitees” option to add participants.

• Tap “Done” when all participants are added. Once the conference is created you cannot alter the participants.

• Tap on the “New Event” option in the top left corner.

• Adjust your conference settings from here such as alert, repeat, attachments and any notes.

• Click “Add” in the top right corner when you’re finished.

• Your conference is now scheduled and your Invitees will receive an email with details.

• View all your scheduled conferences from the menu under the “Meetings” tab.

To join a video conference from your iOS device the 3CX Video Conference App must be installed.

Create an Ad-hoc Conference

Add participants to an ongoing call to create an ad-hoc conference.

• During a call tap on the option on the dialpad.

• Search for who you want to add to the call by name or extension, or enter their phone number.

• Tap the contact or “Call (Number)” of the person you want to add. If only one number is assigned to the contact, this number will automatically be dialed and added to your call.

Control your Audio Conference

(Controlling Audio Conference)

Have full control of your audio conference by muting, redialing, dropping any of the participants or adding additional participants.

• Start a 3-way audio conference.

• Tap on the Conference button.

• Mute, redial or kick out any of the participants.

• Tap on the + button to add additional participants.

Elevate a Call to a Video 

• During an audio call you are able to easily switch to video by simply clicking on the video icon .

• The person on the other side will receive a notification that you are requesting video and can choose if they also want to share their video with you.

• It is not possible to elevate an audio conference to a video conference.

Share your Availability with Status

The status feature is a great way to inform your colleagues whether they can call you. This enables you to create a distraction free zone and it also helps your colleagues handle calls more efficiently.

(Changing the Status via iOS Mobile App)

• You can find your status options by tapping on the green box in the top right corner.

• Choose from Available, Away, Do Not Disturb, Lunch, Business Trip and Set Status Temporarily.  

• Customize your status and configure forwarding rules by pressing on the arrow next to the status.

iOS App Menu

From the menu you can:

• Switch between accounts or add a new extension.

• Schedule conferences and view upcoming meetings.

• Access your “Settings” from where you can:

• Edit your notification sounds

• Divert emergency numbers to GSM

• Manage device integrations

• Re-provision

• Request for account credentials to be resent

• Troubleshoot

• Scan your QR code from the web client.

• Access the speed dial widget.

• Get help

Using your 3CX Android App

Introduction

The 3CX app for Android allows you to seamlessly take your business communications and contacts with you wherever you go. Access the company phonebook, manage calls, answer chats and respond to all kinds of messages - from the palm of your hand. There’s no need to use your personal mobile number for business calls anymore.

Step 1: Install the Android app

• Install the Android app from the Google Play Store.

• Open the app, read and accept the license agreement and authorize the permissions the app needs (camera, microphone).

Step 2: Configure your Extension: Scan the QR code

(QR Code Location in 3CX Web Client)

• Open your web client and click on the QR code in the top right corner.

• Open your camera on your Android device and scan the QR code shown on your screen.

• Grant all the necessary permissions in the next screens.

• Make sure to follow the battery optimization instructions for the app to work efficiently.

• Your extension is configured and you’re now “Ready for calls”!

Making a Call

Making a call with the Android app is quick and easy. You can either dial a number in your keypad and hit the call button or search for a contact from your “Contacts”. Search by name, number or email, and then tap on the phone icon next to the contact.

Once you’re in a call, you can seamlessly perform a number of actions, including:

• “Transfer” will give you the option to “Blind” without the need for you to speak to the receiver, or “Attended” will transfer the call after you first speak to the receiver to see if they accept the call and press “Join”.

• “Conference” allows you to create an ad hoc conference call, adding more participants to join the conversation.

• “Rec” allows you to record your conversation.

• “Video” adds video to your call for face to face communication.

Use Google Assistant to Make Calls

Ask Google to make a call using 3CX, be it by name e.g. “OK Google, call James using 3CX” or by number e.g. “OK Google, call 101 using 3CX”. When calling by name, the Google Assistant will try to find a person in your device’s contacts, to pass on to the 3CX App.

• If only one contact is found with one number, the call is initiated immediately.

• If the contact has multiple numbers, the 3CX App will open the contact card for you to choose the number to call.

• In the case of several people with the same name, the 3CX App will filter all contacts by name for you to choose the correct contact.

To set up:

• Enable Google Assistant on your device.

• Ensure both the device and Google assistant region are set to “English (US)”.

• Install the 3CX App with an active account.

Schedule a Video or Audio Conference

Create a video or call conference in seconds with the Android App:

• Tap on the menu button in the top left corner and select “Schedule”.

• Add your Subject then choose a date and time to schedule your conference.

• If you are creating an audio conference you will see a “PIN”

• If you are creating a video conference then you have to enable the “Video” option.

• Choose whether you want to create a calendar event and proceed to “Add 3CX Contacts”. When you’re done adding contacts tap on the arrow in the bottom right hand corner.

• Tap on the arrow in the bottom right hand corner and a new calendar entry will open. Make any necessary changes and click on “Save”.

Note:

• Once the conference is created you cannot alter the participants.

• To join a video conferencing from your Android smartphone you will need to have the 3CX Video Conference App installed.

Create an Ad-hoc Conference

(Creating Ad-hoc Conference via Android App)

Easily add more participants to an ongoing call:

• Click the “Conference” button on the dialpad.

• Search for who you want to add to the call by name or extension, or enter their phone number.

• Tap to call. They will be automatically dialed and upon answering they will be added to your call.

See our Video Conferencing chapter on how to create a video conference from your smartphone.

Control your Audio Conference

(Mute Redial or Drop Any of the Participants)

Have full control of your audio conference by muting, redialing, dropping any of the participants or adding additional participants.

• Start a 3-way audio conference.

• Tap on the Conference button.

• Mute, redial or kick out any of the participants.

• Tap on the + button to add additional participants.

Set your Status

(Status Features in Android App)

Using the Status feature will let your colleagues know if you’re free to take a call, avoiding distractions and wasted time.

Access the status feature by tapping on the top right hand corner, the green box shown above. Choose from Available, Away, Do Not Disturb, Lunch, Business Trip, and Set Status Temporarily.

You can further customize your status and call forwarding rules by tapping on the pencil icon next to each status.

Personalize your App

(App Personalization in Settings Menu)

Personalize your app by tapping the menu in the top left corner and then “Settings”. Here you will see the following options:

• Accounts: add, edit and switch between accounts

• 
  

• 
  

• Advanced: see below

• Choose your app’s theme

• Re-provision and

• Resend Credentials

From the “Advanced” option you can change a number of settings such as Car/Bluetooth Support, Silence Detection, Battery Optimization, Microphone Gain, Ringtone and more.