The article covers the following topics:

Call Controler Vs. Softphone mode

At the very first start of the application you are prompted to use either the Call Controller Mode or the Softphone Mode: 

 Login

  • Call Controller mode
    This mode allows controlling your desk phone remotely. In Call Controller mode all calls are handled with the use of actual phone device.
    To choose the Call Controller device, navigate to Settings > Application Settings > select Call Controller Device from the drop-down list > Save & Restart.

    Managing calls in Call Controller mode:
    • Start a new call via Desktop App > your phone device will ring > pick up your phone device > call will be sent to recipient. 
    • To answer incoming call pick up handset on the phone device. Desktop App allows to reject call or send incoming call to voicemail.

Call Controller

  • Softphone mode
    This mode allows making and receiving calls by using only Desktop app.
    To choose the Softphone mode, navigate to Settings > Application Settings > select Softphone mode from the drop-down list > Save & Restart.

    Softphone mode allows to send DTMF tones from the application. Under Call Controller modes DTMF tones can be sent through the desk phone.  

Softphone 2

This can later be changed by navigating to My Account/Settings (this will required application restart).

Intermedia Unite Desktop Application allows you to initiate a call using your desk phone or PC:

  1. Click the phone button near the contact under or use the Dial Pad

  2. Pick up handset or press speaker button to start a call

Note: 911 emergency calls are not allowed and will be blocked by the application. 

Click the phone button near the contact under Contact page:

Initiate call

Or dial number using dial pad:

Dialpad
 

Navigate to Dial pad and start typing the number. The application will search for phone number or extension of existing Contacts. Click on the phone icon near the Contact you wish to dial. If no contacts found, press the phone button under Dial pad to start a call.

Contacts

  • View user's profile page. Click on user's name to view the profile. You will see the following information (if any):
    • Phone number
    • Extension
    • Job title
    • Presence status
    • Email address
    • Mood message
    • Department
    • Office location

  • Add to favorites. Under Contact tab click on the user's name > click on the star icon next to the phone number or extension. The user will automatically appear under Favorites section, displaying the favorited number. 

Favorites

Options during active call

How to Transfer a Call

Intermedia Unite Desktop application provides 3 options for transferring calls:

  • Blind transfer allows you to transfer the call without having a conversation with another party. For blind transfer: While on active call press Transfer > Select contact or use dialpad to enter phone number > click on blind transfer icon

  • Warm transfer allows you to consult with the party to which you are transferring a call before completing the transfer. To proceed with warm transfer: While on active call press Transfer > Select contact or use dialpad to enter phone number > click on warm transfer icon > You first call meanwhile will be placed on hold > Your second call with Caller 2 will be established. Click on Complete button to transfer the call.

  • Transfer to voicemailWhile on active call press Transfer > select Transfer to voicemail icon. 
    Note: we can transfer call to voicemail only for users/extensions on your account

If recipient has several numbers assigned, you may select which number to transfer the call to. Click on contact's name > select the phone number > select the desired type of transfer.

How to Park a Call

  1. Have an active call, incoming or outgoing.
  2. Press "Park" icon on the screen. 
  3. You will hear an announcement telling you which extension your call is parked on.
    It will also show up on the screen. 
    Note: Extension numbers 980-989, 1980-1989, or 11980-11989, depending on the type of extension dialing, are reserved for parked calls.
  4. Tell your coworkers which extension the call is parked on.
  5. To pick up the call, you or your coworker dials the extension the call is parked on.

Note: After 60 seconds of a call being parked it will ring back at the original phone. If not answered the call will be hung up on.

Call Flip

Call Flip allows you to continue the current active call using a different device. While on active call click on Flip button > call will be placed on hold, all other devices assigned to this user will start ringing > pick up the call and continue conversation on different device.

Note: On the device of your current call, locate the 'Call Flip' softkey (this is generally on the bottom row of soft keys, under the screen, on your device) Softkey is available only for Polycom.
For other devices call flip is available as blind transfer to his/her own extension.

More information on Call Flip

Personal profile page

Navigate to your profile page by clicking on user's picture. Under Profile page you may:

  • View your profile information
  • Enter Mood message. This message will be visible to other contacts. 
  • Change your Presence status. Possible statuses:
    • Available
    • Busy

Profile page

Note: you may change presence status from every page of the application by clicking on presence indicator: 

View call history

Navigate to Cal History page by clicking on the following button:

Under History you may:

  • View all calls 
  • Change only Missed calls 
  • Call a listed person or number 


Intermedia AnyMeeting

Meeting tab allows you to:

    • Click Enter My Meeting to start the Meeting with desired name in a browser tab (or re-join if the meeting has already been started, but browser tab closed)
    • Click Phone number to make a call to your ongoing Meeting (join by phone)
    • Edit your online meeting URL
    • Send Meeting information via email or copy info

Meeting tab

More details on Intermedia AnyMeeting

Install Intermedia Unite App

  1. Install the application.
  2. Log in with your My Services credentials (email address and password). 

    Application can be downloaded via following link:
     https://www.intermedia.net/uniteapps

Settings

  • Application settings
    • Choose Call Controller (device through which you will make outbound calls).
    • OR turn on Softphone mode- this option will also allow to display 
      Audio settings screen as a separate option. 
    • Show incoming call notifications
    • Enable sounds
    • Run the application in background mode
      Note: if this option is disabled, user will not get any incoming calls after closing the app.
    • Run the application when the system starts

  • Advanced settings
    • Check Create detailed log and Save changes.
      Note: this option may slow down the app performance. Please do not use this option if there is no need. (this is only used for troubleshooting purposes).
    • Reproduce the steps that require troubleshooting.  
    • Navigate to Advanced settings again - click Export logs into file. File will be saved to your computer. Send this file to Support. 
      For example:
      Application crashes when attempting to call a specific contact. 
      You would want to use "Create detailed log", attempt to call the contact again, and then "Export logs into file" and send it to support. 
  • Send feedback


Application updates

You will see Exclamation point above the Settings button if the application requires an update.

Click on Settings > Update

You may need to re-Login to the app after update has been installed
Updates

Note: the application will be updated automatically if a mandatory update is available. 

  • Mandatory updates can’t be canceled or stopped, the app just can’t run stable without them
  • Downloading flow will start automatically (in the foreground and in the background)
  • User will be prompted to restart the app when downloading is ready
  • Incoming calls can be accepted when the app is in Mandatory updating state, but we’ll return to Mandatory update state when the call is finished

Updating

System requirements

Windows system requirements:

  • Windows 7 (or later) • 2 GHz (Currently only available for 64-bit)
  • Intel processor
  • Minimum 1GB RAM
  • 300 MB hard drive space

MAC system requirements:

  • Mac OS X 10.8, Mountain, Lion or above
  • Intel processor
  • Minimum 1 GB RAM
  • 300 MB hard drive space