Desktop and Mobile Application Get Started Guide for UNIVERGE BLUE CONNECT
New to Connect or looking for some extra tips? Read this guide to learn the basic and some more advanced features to bring yourself up to speed.
UNIVERGE BLUE CONNECT App Downloads
Univerge Blue Connect has been designed to make it easier than ever to control your call flow and work anytime, anywhere. For the best experience, please download the desktop and mobile applications.
Sign In
Log in to the desktop application. You will be presented with a screen asking you to select your preferred application mode.
Computer Softphone
In this mode, the application will work as its own calling device. You can make, receive, and control phone calls directly through the application. A phone is not required for this option and is great for computer power users or remote working.
Desk Phone Controller
This options allows the application to control your desk phone. You can use the application to transfer, hold, and decline calls that are currently happening via the desk phone. This is a great option if you use a specialised wireless headset, such as Plantronics (Poly), to communicate hands-free.
Team Chat
The black navigation bar on the left side of the application has six icons in the top half. The very top icon is the team chat. Click this icon to open the team chat window.Â
Send a Direct Message
To send a direct message, click the blue ‘+’ icon next to the search bar. Select direct message and type in the name or email of the other person. Select the recipient, type your message, and press click send or press ‘enter’.Â
Create a New Channel
A channel is likened to a group chat for your team. To make a channel, click the blue ‘+’ sign, and select ‘new channel’. You will be presented options for the channel name, description, privacy, and members. The privacy setting allows or prevents other non-current members of the organisation to see the channel and its contents.Â
Formatting Messages
Use the rich text feature to organize and format your messages. If the additional tools appear to be hidden, click the bold “A” icon below the text input box.Â
Add emojis and GIFs to chats
Have some fun with coworkers in your messages by adding emojis and GIFs into conversations. Click the GIF icon for the GIF window, and the smiley face for emojis.
Sharing Files in Team Chat
To share a file in the Connect App team chat, simply click the attachment icon in the chat window that looks like a paperclip. You can also share files to collaborate with your team by finding files in the file explorer window, then dragging and dropping them over the chat window.
Files will remain in the team chat until they are deleted, or until the Univerge Blue Connect license is revoked for that user. Be sure to use the ‘Share’ tab for long-term storage and backup, which will be covered later in this guide.
Filtering Files in Team Chat
If you need to find a file from previous chats, you can select the direct message or channel, then click “Files” in the right tab. You will see all the files within the conversation history appear.Â
From here, you can download, share, view, edit, and more. If you ‘Pin’ the file, it will maintain a more prominent position in the chat window, making it easier for other users to find. The ‘Pin’ option is great if you repeatedly need to find the same file.
Video Conferencing
Meet face to face with your team and clients with Univerge Blue Connect’s MEET application. In the left panel, three different tabs show the attendees, chat, and notes. In the top right, options are available for you to record the meeting, lock it, change your background, and more. At the bottom center, you can change mic and camera settings, share your screen, and even send emojis across the screen. The bottom right displays the draw icon, which allows attendees and hosts to temporarily draw on the screen during presentations.
UNIVERGE BLUE MEET Application Download
MEET is included with the CONNECT app but for more advanced features and options such as changing automatic meeting settings, custom branding, scheduling options, and more, download the Univerge Blue Meet Application.
Start a Video Meeting
To start a meeting, you can directly hover over a team member in Univerge Blue Connect and click the video icon. To have a mix of internal and external members, go to the video tab in the Connect app and start your meeting. For advanced scheduling options, download the MEET application coming up in this guide.
Integrations for Meetings
Integrating your meetings and Connect with Outlook or Google calendars allows your to keep up to date. Your administrator for Outlook will need to enable the integration. For the Chrome extension, click the link in the Chrome logo or Visit the Chrome Web Store Â
UNIVERGE BLUE SHARE
Univerge Blue file sharing allows for a better collaborative experience across your team. With Share, you can access, manage, store, and securely share files with anyone inside and outside of your organization. This is a great tool for accepting uploads and sending files to download with the options for password protection, restrictions, and more.
Sharing Files with Connect Users
To share and collaborate on files with a colleague, simply click ‘Share’ and type in their name or select the user profile. Once shared, the file, or folder and its contents, will be available in the other person’s share tab. Changing the permissions can restrict unwanted user activity for the invited users.
Sharing Files via Web Links
To share files or folders externally via a web link, click ‘Share’ and then ‘Get Link’. You will see the dropdown of ‘view and download’ which can be changed to view only or upload only. Click ‘Create New Link’ and you will be presented with a new window where you can copy the web link and send to colleagues, clients, or other collaborators.
Password Protecting Web Links
If needing to share a web link like in the previous step but with an added layer of security, you can add a password to protect file access. To do this, finish creating your link, you will see the window that allow you to copy the various links you have created. Rather than clicking ‘Copy Link’, go to ‘Actions’ and click ‘Edit Link Settings’.
In a new window, you will see more advanced settings where you can add or remove passwords on links and set an expiration date too. Click ‘Save’ when finished and copy your updated link to send.
If sharing confidential files, we recommend using strong passwords and never sending both the link and password in the same messaging or platform, if possible.Â
If the link expires, users will not be able to access files via the web link, even if they have the password.
UNIVERGE BLUE CONNECT CALLING
Univerge Blue Connect calling features within the Connect App provide a powerful way to control your call flow on your computer and mobile app. For standard calls through the desktop app, regardless of application mode, navigate to the calling tab and type in the phone number into the dial pad and click the call icon.
Choosing the Right Application Calling Mode For You
When you first logged in, the CONNECT app had a prompt for selecting softphone calling or desk phone controller functionality. We have devised a table to help you decide on your preference if you have both the desk phone and computer app next to each other.
Changing Application Calling Modes
To change your application mode at any time, click the circular profile logo in the bottom left corner of the CONNECT app. In the next menu that pops up, click ‘Application settings’. Application Mode is the first option in the new window.
How Features Change with Application Modes
Below we have a table that shows you the full details of your calling options based on your application mode selection. For reference, DTMF are the audio tones your phone makes when dialing numbers. If you have any questions on this table, do not hesitate to contact us.
App Mode | Place Call | Receive Call | 3-Way Call | Mute / Unmute | Hold | DTMF | Call Flip | Call Park | Transfer | End Call |
|---|---|---|---|---|---|---|---|---|---|---|
Desk Phone Controller | Desk Phone | Desk Phone | Desk Phone | Desk Phone | ||||||
Soft Phone Calling |
Choosing the Right Application Calling Mode For You
When you first logged in, the CONNECT app had a prompt for selecting softphone calling or desk phone controller functionality. We have devised a table to help you decide on your preference if you have both the desk phone and computer app next to each other.
Changing Application Calling Modes
To change your application mode at any time, click the circular profile logo in the bottom left corner of the CONNECT app. In the next menu that pops up, click ‘Application settings’. Application Mode is the first option in the new window.
How Features Change with Application Modes
Below we have a table that shows you the full details of your calling options based on your application mode selection. For reference, DTMF are the audio tones your phone makes when dialing numbers. If you have any questions on this table, do not hesitate to contact us.
Features | Desk Phone Controller | Soft Phone Calling |
|---|---|---|
Place Call | ||
Receive Call | Desk Phone | |
3-Way Calling | ||
Mute / Unmute | Desk Phone | |
Hold | Desk Phone | |
DTMF | Desk Phone | |
Call Flip | ||
Call Park | ||
Transfer | ||
End Call |
Placing Calls from Chats
To call a team member from the chat window, click the users name, then at the top of window, click the blue phone icon to initiate a call.
Placing Calls from Contact Profiles or Call History
To call a team member or external contact that has been added to your contacts, hover over the contact in the calling tab and click the blue phone icon that appears to initiate a call.Â
If wanting to see all information within a contact in CONNECT, hover over the circle profile icon of a contact. In the small window that appears, other information will be available that has been added such as groups, mobile number, department, email, and more.
UNIVERGE BLUE CONNECT Mobile Application
The mobile app for CONNECT allows you to take your business extension anywhere. It is designed for seamless transferring and communicating between users no matter where you are. Core features from the desktop application can be found in the mobile app and some specific features for the mobile app only. Your use of the mobile app will prevent the need for handing out cell phone numbers in the future and will keep you connected.
Mobile App Navigation
The navigation for CONNECT works slightly differently on iOS and Android, so if your app looks slightly differently to ours pictured, do not worry. If you have any trouble finding a menu or tab on your device, please give us a call and we will assist.Â
The navigation on mobile is horizontal, either at the top or bottom of the screen. The menu will move from Chats on the left, to Voicemail on the right. To access your profile, you can tap on your profile image in the top left.
Messaging
To view or send messages, tap the chat icon on the left of the navigation bar. To start a new message, tap the pencil and paper icon in the top right. Remember, all messages sync across devices.
Calls and Contacts
Calls and contacts are in two different tabs of the navigation, similar to the desktop app. To access the dial pad in either tab, click the nine dots icon in the top right and the dial pad will appear.
Mobile App Voicemail
Voicemail in the mobile app is just as powerful as the desktop app. To access voicemail, go to the voicemail tab in the far right of the navigation. Tap on any voicemail to open up the message and transcription. Transcription features need to be activated and may depend on CONNECT licensing. Contact us or your provider if you are unsure.
Listening to Voicemail
Listening to voicemail is simple and can be on speaker or similar to a phone call. If you tap the play icon, hold the phone up to your ear like a phone call to listen to the voicemail. If you tap the speaker icon also, so that it highlights blue, the voicemail will be played on speaker.
Mobile App Settings
Your CONNECT mobile app has a lot of settings that can be customized such as contact syncing, voicemail pin code, and silent modes. To start, tap your profile icon in the top left. It should bring up the settings window where you will see information you can change such as your status and status message. Various options are available including other app locations for your mobile device. From this window, you can turn on call forwarding and activate or disable multiple features and integrations. If you are unsure on how to properly setup a desired feature or setting, please let us know and we will assist you.
Activating Silent Mode
Understandably, you may not want your mobile device to be ringing 24 hours a day. If this is the case, you have manual and schedule options for silencing phone calls. Once in the settings window, tap ‘Silent mode’ and you will see the options to manually activate, use a schedule, and choose which notifications are silenced.
Congratulations, You are a UNIVERGE BLUE CONNECT Master!
We understand learning a new system can be challenging but by reaching this far in the guide, you have understood the ins and outs of how to navigate and use the applications in CONNECT to the fullest extent. Go ahead and show off to your colleagues just how in-tune you are with your new communication system.
How did You Like The Guide?
Please give us feedback on what you like or dislike about this guide and CONNECT. We are always adding and changing features and this guide alongside them, so please help us to help you and people in a similar position. You can always reach out to use directly at any time.
- (250) 962-8484
- info@dotel.ca
Join us for Training Tuesdays
Our close friends at NEC offer training sessions the first Tuesday of every month for UNIVERGE BLUE CONNECT, please come along if you would like to learn even more and say hello.