029 — Guide for making phone calls on Windows

Softphone

Preferences

These settings control the way that you work with Ubity UC Desktop and apply to all accounts.

Log Out

To log off and minimize Ubity UC Desktop to the system tray. If you click the Ubity UC Desktop icon in the status bar, the Login screen appears. This menu item does not appear if you have configured Ubity UC Desktop for no login.

Exit

Click to shut down Ubity UC Desktop. You can also exit by pressing Ctrl–Q.

View

Changes how Ubity UC Desktop looks. Also lets you view the messages.

Contacts

Lets you work with contacts.

Help

Provides access to various service-related features.

Compact View

To create this compact view, go to Ubity UC Desktop, click View and hide all pannels (Dialpad, Contacts and History) by removing the check marks.

Place the call as described in the table below. The outgoing call opens in its own Call panel, below any other Existing call panels. You will hear a ringing tone while Ubity UC Desktop attempts to make a connection.

Option	From the…	Description
Keying	Dialpad or computer keyboard	1 Enter the phone number in the call entry field using the dialpad or the computer keyboard. As you type, a suggestion for completing the entry may appear. Choose the suggestion by using the Up/Down key and the Tab key, or keep typing. 2 Ubity UC Desktop makes a call as soon as you choose the suggestion. If you do not want to choose a suggestion, finish typing and click the Call button or press Enter.
Right-click a contact or previous call	Contacts or History tab	Right-click an entry from the Contacts or History tab and choose Call.
Double-click a contact	Contacts tab	Contacts have a “double-click” action that either makes an audio phone call or starts an IM.
Single-click a contact	Contacts tab	Hover over the right side of the contact to reveal the click-to-call button. Click to place a call using the primary phone number for this contact.
Double-click a previous call	History tab	Double-click an entry. An audio call is placed.
Redial	Redial button	When the call entry field is empty, click the Call button. Or click the arrow in the call entry field and select a recent call. An audio call is placed.
Dialing	Dialpad	1 If the dialpad is not visible, click the Phone button at the bottom left. 2 Click the numbers on the dialpad to enter the phone number. 3 Click the Call button or press Enter.
From an instant message	Messages window	Click the menu at the top right of the Messages window and choose Call.

Selecting the Account to Use

This information applies only if you have more than one Ubity UC number set up and enabled.

When you place a call, you can explicitly specify the account to use for that call.

The account selection options appear only if you have two or more Ubity UC numbers that are enabled and being used for phone calls.

Letters to Numbers

You can type letters and Ubity UC Desktop will convert the letters to numbers when placing the call:

Placing another Call

You can place another call. On Ubity UC Desktop, you can make up to five concurrent calls.

Dialing additional numbers

Ubity UC Desktop must be running to answer incoming calls. It can be running in the system tray.(If Ubity UC Desktop is not running, incoming calls may be directed to voicemail.

The new call appears in its own Call panel. In addition, the Call Alert box appears.

Auto Answer

Auto Answer is initially configured to auto- answer after one ring, and to send only your audio when the call is established. To change this configuration choose Softphone > Preferences > Calls.

Auto Answer is turned off when you shut down or log off.

Disabling Call Waiting

You can turn on Disable Call Waiting. If on, when you are on a call, any new incoming call will go straight to voicemail or will ring as busy (to the caller). In this way, you are not distracted by incoming calls.

You can enable this feature even during a call, and it will take effect right away. The call will appear in the Missed Calls in the History tab.

Ending a Call

Click the red End call button on the Call panel (the call can be active or on hold). The Call panel closes after a few seconds.

Transferring a call

Basic (Unattended) Transfer – Transfer this Call

Attended Transfer – Call then Transfer

You can first speak to the target (the person you are transferring the call to), then click Transfer Now to complete the transfer.

Forwarding calls

Placing a Video Call

Calls made with Ubity UC Desktop will work without a video camera, but a video camera is necessary to allow other parties to see your image. Ubity UC Desktop will work with most USB video cameras. This option needs to be enabled in Ubity’s web management portal, Studio, in the extension settings.

From the Dashboard

From the Contact List or History

Adding Video

If you have a camera, you can add video to a call that started as an audio call.

Click Start Video in the Call panel. When you add video, the other party may (or may not) start
sending their video to you.

Other Party Adds Video

If the other party starts their video, your video window automatically opens and the video is played. You can start sending your own video, if desired (and assuming you have a camera) by clicking Start Video ( ) in the Call panel.

Pausing and Resuming Video

Click Stop Video in the Call panel or close the video window to pause sending your video. Click Start Video to resume sending your video; the video window will open.

Starting a Conference Call

You can start a conference call by:

• making a conference call from the dashboard,
• adding participants to an existing established call, or
• having two established calls and merging them to a conference call.

From the Dashboard

From an Existing Call

From One Established Call

From Two Established Calls

Managing the Conference

Adding More Participants

You can add more participants to an existing conference in any of these ways:

• Right-click on a contact or history item and choose Add to Conference Call.
• In the conference call panel, click Invite to Conference Call, enter a name and click Add.
• Add in a separate call that is not part of the conference call: in the Call panel for the individual call, click the down arrow and choose Merge Calls. This call is added to the conference call.

Recording a Conference Call

Click the More (three dots) button to reveal the Start Call Recording menu.

Sending an Instant Message

Click the down arrow beside a participant name and choose Send Instant Message.

Removing a Participant

To remove one call from the conference, click the down arrow beside a participant name and choose Separate. The call becomes a separate call.

Ending the Conference

To hang up on everyone, choose End conference from the conference menu.

Suspending the Conference

To suspend the conference, choose Hold from the conference menu. All participants are put
on hold.

If you need to speak to one participant separately, put the conference on hold, separate the one participant from the conference, take that person off hold. When done, merge the participant back into the call.

Video Conference Calls

Calls made with Ubity UC Desktop will work without a video camera, but a video camera is necessary to allow other parties to see your image. Ubity UC Desktop will work with most USB video cameras (This option must be enabled in Studio).

Including Video in a Conference

When you start a conference from established calls, video is automatically included if at least one of the calls already includes video and is sent to all the participants.

When you start a conference from scratch, video is not included. You can open your video window and choose to add video at any time. Video is sent to all the participants.

How Video is Shared

The conference host (the person who starts the conference) serves as the host for other video. Whatever the conference host is receiving will automatically be sent to the other parties.

If the conference host pauses or stops video, other participants will no longer receive video.

You can record the audio portion of a one-to-one call or a conference call. The recording will be saved as a WAV file on your computer.

Files Created when Recording Conference Calls

Multiple files might be created depending on how and when you start recording.

If you start recording a conference call from the beginning, the recording will continue until the conference call ends. One file will be created.

If you separate a participant from a recorded conference call and eventually have a one-to-one call, the recording will continue until the one-to-one call ends. Two files will be created : one for the conference call, and the other for the one-to-one call.

If you are already recording individual calls, the following will apply:

• After merging individual calls to form a conference, all the individual recordings will be stopped and a new recording will be created for the newly formed conference.
• After merging individual calls to an existing conference call, all the individual recordings will be stopped. If the conference call is being recorded before merge, the recording of the existing conference call will continue.

You can click the voicemail icon from the dialpad to automatically connect to voicemail and listen to any messages.