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Instant Fax Portal
The ConnectUC Fax tab allows you to send and manage inbound and outbound faxes. Please note that SMS, Inbound Fax, and Voicemail Transcription are features that must be enabled by an Administrator, and these options may not appear for all users. Sending F...
Call Recording Transcription and Summarization (BETA)
The ConnectUC Call Recording Transcription and Summarization feature gives you the ability to not only transcribe the conversation made during the call into a convenient and easy to read format but also give a summary of the whole call. Please keep in mind th...
Calling
The ConnectUC Calls tab allows you to view recent call details and initiate calls from three locations (The ‘+New’ button on the upper left-side menu, the ‘New Call’ button at the top of the page, and the always-present Dial Pad button on the lower left-side m...
Voicemail
The ConnectUC visual voicemail feature displays a list of the user's voicemail, ordered from newest to oldest. To sort Read or Unread Voicemails, simply click the 'Filter' icon found to the right of the 'Voicemail' header. Similar to viewing contacts in ...
Parking
The ConnectUC Parking tab allows you to view and manage all currently parked calls. ConnectUC users can park an active call by clicking the ‘Park’ button in the active call menu. The ‘Park’ button allows the user to either automatically park the call or they...
Chat and Meetings
The ConnectUC Chat tab allows you to message other ConnectUC users, either individually or as a group chat. The Chat tab also allows you to initiate calls and video-capable meetings with other ConnectUC users. Once a chat session has been initiated, all exis...
SMS
The ConnectUC SMS tab allows you to create, view, and manage SMS conversations. Please note that SMS, Inbound Fax, and Voicemail Transcription are features that must be enabled by an Administrator, and these options may not appear for all users. To create ...
Contacts
The ConnectUC Contacts tab allows you to add, view, and interact with Contacts. ConnectUC supports three types of Contacts; Company, Shared, and My Contacts (personal contacts). Company Contacts originate from the PBX and include contacts wit...
Fax
The ConnectUC Fax tab allows you to send and manage inbound and outbound faxes. Please note that SMS, Inbound Fax, and Voicemail Transcription are features that must be enabled by an Administrator, and these options may not appear for all users. Sending F...
User Settings and Preferences
ConnectUC Users can manage and view their User Settings and Preferences by clicking their user icon found at the top-left-hand corner. From the User Settings and Preferences menu, users can set their status and notification preferences, manage companion mode...
Get to Know ConnectUC for Desktop
This article is designed to help you familiarize yourself with the various tools and options within ConnectUC for desktop. If you're looking for the web version of ConnectUC, go to https://app.connectuc.io/. However, we recommend using the native desktop vers...
Yealink Phone Setup Instructions
This guide walks you through unboxing and setting up the Yealink T54W desk phone. Follow these steps to assemble the phone, connect cables, and get it ready for use. 1. Unpack the components - Remove all items from the box. You should have the phone, ...
PBX Admin Guide - Accessing the Admin Web Portal
1. Accessing the Admin Web Portal Topics: Logging in to the Web Portal - All administrator tasks are performed from the admin portal. The admin portal is a web-based application that runs on any device (mobile phone, tablet, or PC) running a browser. Unde...
Holiday Changes
How to Change Holidays in the Automated Telecom Platform This guide explains how to update holiday dates in the Automated Telecom platform and verify that holiday calls are routed correctly. Please note, this article is intended for new clients, or clients m...
What to do when your office phones stop working
Objective Use these checks when one or more office phones cannot make or receive calls. You will determine whether the problem affects one phone, your entire office, or the internet connection and collect the information Support needs to assist you. When t...
What to do when your phone is not ringing
Objective Use these checks when your desk phone or ConnectUC app does not ring for incoming calls. When to use this Use this guide when callers reach voicemail, another phone rings instead, or incoming calls appear as missed without ringing your device. Steps ...
What to do when calls sound choppy or keep dropping
Objective Identify the likely cause of choppy, robotic, delayed, or dropping audio and collect useful call examples for Support. When to use this Use this guide when audio breaks up, calls briefly lose sound, or calls disconnect unexpectedly. Steps Stage 1 — I...
How to report a phone or ConnectUC problem
Objective Collect the information Automated Telecom Support needs to investigate a phone or ConnectUC problem efficiently. Before contacting Support Record: Your company, location, name, extension, and callback number The affected device and application What ...
How to change your voicemail greeting and PIN
Objective Change your voicemail greeting or voicemail PIN from ConnectUC. Change your voicemail greeting Open ConnectUC and select your user icon. Open Preferences. Select Voicemail. Find Voicemail Greeting and select the option to manage or add a greeting. U...
What to do when callers cannot hear you
Objective Check the most common causes of missing microphone audio when you can hear the caller but the caller cannot hear you. Steps Stage 1 — Check the active call Confirm that Mute is off on the phone, headset, and ConnectUC call screen. If you are using ...