1. Call Management
You can manage a call directly from the call dialog:
- hang up
- Hold/Resume
- Convey
- call recording
- keypad
- Other functions
- add tags
- Add notes (only for external calls)
- call quality
- Hide/Show a call dialog window
- Mute/unmute microphone
2. Make a call
Before making a call, make sure the correct active device is selected in the top menu.
| Call from search field | Enter the name or phone number and select Call: [number] from the drop-down menu. It is possible to use voice recognition for searching. Click the microphone icon and start speaking, the system will then automatically convert your speech to text. |
| Call a colleague | Hover over a colleague and click the handset icon |
| Call from messages | Click the handset icon in the upper-right corner of the chat session window |
| Call from the call list | Right-click the call log entry and select Call |
| Call from the phone book | Find a contact and click on the number you want to call |
| Call from voicemail | Right-click an entry and select Call |
3. Answer the call
If you have registered several devices, you can decide whether all your devices should ring or just the active one. When a call comes in, a call dialog box is displayed.
| How to answer a call | Click the green handset icon |
| How to reject a call | Click the hang up icon (red) |
| To transfer a call without answering: | Click the arrow icon, select the contact to transfer a call to (via search) or transfer a call to voicemail. |
You can set up automatic call rerouting based on user status (available, DND, away) and call type (internal, external, whitelist, blacklist).
4. Hold/second call
During a call, click the hold icon to hold/resume a call. The second participant hears music on hold. You can make/receive multiple calls at the same time if you have call waiting enabled. When you make/answer a second call, the current call is automatically put on hold. It is also possible to switch between an active call and a held call by pressing the hold icon)
5. Call Forwarding
Detail Instructions
In this article, we have provided you with training videos on call forwarding.
To transfer a call to another user:
- During a call, click the transfer icon
- Enter the contact's name/number (user status and additional phone numbers are displayed)
- Click the envelope icon to transfer a call to voicemail, the handset icon for attended transfer, and the arrow for blind transfer
Alternatively, you can drag and drop the caller's name from the call dialog window onto the colleague you want to transfer the call to.
6th Conference
It is possible to add users to a conference call via Collaboration:
- If you have two calls, click Other > Conference on any of the call dialogs to merge calls
- To invite additional participants: Place a new call and click Conference in the call dialog box
- To end the conference, wait for other participants to hang up. Otherwise, after 5 seconds, the conference leader will receive an automatic callback from each participant who has not hung up.
7. Switch active device during a call
If you have more than one device registered to your account, you can switch them during a call using the "Continuity" option in a call dialog:
- Click Other > Continuity and select the device you want to continue the call on
- The call is automatically answered on the selected device.
8. Record calls
During a call, click the call recording icon to start or stop call recording.
9. Switch from audio to video call
To switch to video during a call, click Other > Video in the call dialog
10. Call pickup (pickup)
With the appropriate approval, you can take calls from colleagues. To do this, proceed as follows:
| See who's calling | Switch to the "Colleagues" tab and point the mouse pointer at the user who has an incoming call or is currently on the phone |
| call pickup | Go to the Colleagues tab and hover over the colleague who has an incoming call, click the Options button (three dots) and select Pickup. Alternatively, right-click on a colleague and select "Collect" |