The article describes how to create and manage different types of Shared Company Contacts for Intermedia Unite.

Shared Company Contacts include:

For the end-user information, read the Knowledge Base article on Intermedia Unite Apps: Shared Company Contacts (User Guide).

Intermedia Unite Users

Activation of Intermedia Unite occurs when a Intermedia Unite license is assigned to a user. If this condition is met the Intermedia Unite user could use all Intermedia Unite apps features, such as the chat and calls from Intermedia Unite Apps, and any other Intermedia Unite user on the same account can find them.

For more information on how to create and manage Intermedia Unite users refer to the Knowledge Base article on How Do I Create And Manage Intermedia Unite Users?

User without Intermedia Unite service

These contacts are users that have no services enabled at all or have Cloud PBX enabled, but not activated, which means that phone number is not assigned to this User under Cloud PBX section. 

Note:

  • only Intermedia Unite users with phone number assigned under Cloud PBX are allowed to use Intermedia Unite applications
  • Intermedia Unite Users could initiate communication with Shared Contacts using Intermedia Unite SMS feature
  • Presence status only displayed for Intermedia Unite users with phone number assigned under Cloud PBX

Company Contacts

Requirements

Importing/Syncing/Creating Company Contacts into Intermedia Unite requires the Hosted Exchange module in the account’s plan.  If you do not have the Exchange module, please request it from the Technical Support team.

Note: to have the Exchange service enabled does not mean to be subscribed to it, in other words, you don't need to create any mailboxes.

Depending on whether your account is maintaining Company Contacts on an on-prem Active Directory or not, there are two approaches for importing Company Contacts into Intermedia Unite:

  • Import Company Company contacts via CSV file
  • Sync Company Contacts from an on-prem Active Directory

If at least 1 phone number is added to Company Contact properties, this Contact will appear in the Intermedia Unite applications for all Intermedia Unite users on your account, and will be available for calls through the Intermedia Unite app.

Import Company Contacts to HostPilot

When the Exchange service is enabled for Intermedia on the same account where you have Intermedia Unite enabled, you can import Company Contacts with phone numbers added to them. 

Read the Knowledge Base article on How Do I Create New Contacts In The Global Address List (GAL) In Exchange? for steps on how to import in bulk via CSV file or create one-by-one Company Contacts.

Note: if contacts are created one-by-one numbers should be manually added through HostPilot with the following steps:

  1. Navigate to Services > Company Contacts
  2. Click Edit Contact Info near to the Contact
  3. Type in the phone number to Mobile Phone or/and Business Phone fields
  4. Click Save changes.

After that, this Company Contact can be accessed through the Contacts list in the Intermedia Unite applications and placed call to.

Sync Company Contacts from an on-prem Active Directory

If you have UserPilot configured to sync objects to HostPilot from your on-premise Active Directory, make sure that Auto Create is turned on for contacts and appropriate properties such as Business phone or Mobile Phone, are selected for sync.

Refer to the Knowledge Base article on What Active Directory Object Properties Are Synchronized Via UserPilot Interface? for steps on how to select properties of an object to be synced.

Hunt Groups

A Hunt Group is an automated service that helps with handling multiple inbound calls to your organization. When callers dial one of the phone numbers that are assigned to a Hunt Group, or are directed to the group from an Auto Attendant or User, the calls are automatically distributed to a group of agents who are prepared to answer calls.

Read the Knowledge Base article on Managing Hunt Groups On Intermedia Unite for more information.

Resources

Resources include: