CloudPBX UC - Windows\Mac User Guide

Overview
How to setup and manage your CloudPBX UC (formerly CallSmart Unified) softphone for Windows and  Mac desktops/laptops

Download and Install

CloudPBX UC (Windows) - Download
CloudPBX UC (Mac) - Download

Login
Once installed, launch CloudPBX UC and login with your email address and the password provided.

If you have forgotten your password, please contact Support.

Main View
The main CloudPBX UC view displays a number of options and action buttons

Status - Share your status with other CloudPBX UC users

Device Mode - Switch between Headset and Speakerphone modes, configured in Preferences

Dialpad - Click to dial, or enter numbers using your keyboard keypad

Contacts - Display current Contacts

Favourites - Display Favourite Contacts

Call History - Display Call History along with Missed Calls

Chat / Messages - Open the Chat window to collaborate with colleageus

Voicemail - Dial your extensions Voicemail Mailbox

Call Options - Choose from audio, video or conference calls

Making a Call
Enter a phone number or the name of a contact and click the green phone to call

Answering a Call
Click the green phone to answer, red to decline or the arrow to forward to another contact

Answer Call - Brings the call to your headset or speakers

Forward Call - Select another contact to forward the call to without answering

Decline Call - Send call to voicemail or next destination

Active Call View
During an active call, there are several options available via the main view, with a description of each action below

Presence Status - Automatically displays your current status, or can be manually set

Call Status - Displays whether a call is established, on hold or in conference

Contact Details - Displays contact name and number if available

Mute - Cancel audio received from your headset or microphone

Hold - Places current call on hold

Transfer - Begins the transfer process

Start Video - Will initiate a Video Call, if remote party supports it, they will be prompted to accept

Call Duration - Displays current call duration

Call Quality - Displays call quality and alerts of poor network connection

Hangup - Terminate current call

Hold \ Resume
You can easily resume a conversation with a caller placed on hold by selecting the Play/Resume button next to the caller

Transfer Call
Clicking Transfer will allow you to enter in a number or contact name, then select your method of transfer

Attended Transfer - Call and speak to the contact you wish to transfer to before completing the transfer

Blind Transfer - Transfer the call immediately

Cancel - Return to the original call

Multiple Calls
CloudPBX UC allows for the easy handling of multiple calls

Current Call - All action buttons are available on your active call

Answer incoming call - Place active call on hold to talk to the incoming caller

Decline incoming call - Send incoming caller to voicemail or next destination

Forward incoming call - Immediately send incoming caller to another number or contact

Conference Call - Add contact

Clicking Add Conference or Merge Calls will allow you to create a conference call

Add contact to call - Call contact and add the calls immediately to create the conference

Cancel - Return to the original call

Conference Call - Active Conference View

Managing contacts and action in your Conference Call with CloudPBX UC is as easy as a click of a button

Split Callers - Click on the contact you wish to continue talking to, whilst placing the other caller on hold

Hold Conference - Will place Conference on hold, with no participants able to talk to each other

Hang up contact - Hang up selected contact, continue talking with remaining contact(s)

End Conference Call - Hang up all participants in conference

Preferences

There are quite a few different settings that can be changed to customise the CloudPBX UC to each individual requirement.  We have outlined a few common ones we get asked about.

Ringing Alert

For individuals using a Headset, sometimes calls will ring on the headset rather than on another speaker, meaning its hard to hear when a call is ringing, especially when away from your desk.

To set to another speaker, select Softphone then Preferences

Select Devices, then the Other Devices tab

You can now choose which audio device your computer has connected to send the Ringing Alert to via the Ring On: dropdown. Once selected, click OK