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Circuit Telephony Masterclass Training Unify Academy Last update January 27 th , 2020 latest version is available here

Circuit Telephony User Guide - Unify

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Page 1: Circuit Telephony User Guide - Unify

Circuit Telephony

Masterclass Training

Unify AcademyLast update January 27th, 2020 – latest version is available here

Page 2: Circuit Telephony User Guide - Unify

Disclaimer

The information provided in this document covers general information and feature

descriptions about Circuit. Actual use may be different from what is described,

and depends on the user's Circuit license package. Circuit will also change as a

result of solution development.

The information is based on best available sources at the time of publishing and

we are not liable for any errors or omissions in this material.

1Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Page 3: Circuit Telephony User Guide - Unify

Index

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 2

1. Overview

2. Basic Settings

3. Steps to make a Call

4. Call Pickup

5. Hunt Group

6. Mobile Devices (Overview)

7. Emergency Calls

Page 4: Circuit Telephony User Guide - Unify

1. Overview

Page 5: Circuit Telephony User Guide - Unify

Circuit Voice Calls

4Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Circuit Voice Calls (Standard)

Direct Calls Conference Calls

+1 123 4567891

+44 123 4567892

+49 123 4567890

Page 6: Circuit Telephony User Guide - Unify

Circuit Telephony

5Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

+49 234 556677

Circuit Telephony (Optional)

+33 123 4567891

+44 234 556687

+61 123 4567891+49 234 556679

Page 7: Circuit Telephony User Guide - Unify

Overview Circuit Telephony

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 6

Type name or number or

choose from list

1

Open call history

Open Phone menu

Type number via mouse click

Start call

Choose call device

Choose call journal

Click call information to dial

Page 8: Circuit Telephony User Guide - Unify

2. Basic Settings

Page 9: Circuit Telephony User Guide - Unify

Incoming Call Routing

Circuit Client

60 sec.

Alternative Device*

35 – 55 sec.Scalable

5 - 25 sec.

Circuit Telephony

Circuit Voice Calls**

Scalable 5 – 30 sec.

*) The alternative device

may be configured in

Settings >Telephony

Any external number can

be configured as an

alternative device.

**) Settings >Voicemail !

!

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 8

One Voicemail

Page 10: Circuit Telephony User Guide - Unify

Preparing: Quick Settings Audio/Video

1Open Audio/Video Settings

from each Conversation

Advanced Settings3

Choose Audio/Video

Devices2

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 9

Page 11: Circuit Telephony User Guide - Unify

Preparing: Advanced Settings Audio/Video I

Click Audio / Video 3

Test Audio / Video Function 5

Choose Audio Devices 4

Click User Name1

2 Click Settings

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 10

Page 12: Circuit Telephony User Guide - Unify

Preparing: Advanced Settings Audio/Video II

Click Audio / Video 3

Test Audio / Video Function 4

Choose Ringtones 5

Click User Name1

2 Click Settings

Automatic Mic. Control 5

WebRTC Routing 5

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 11

Page 13: Circuit Telephony User Guide - Unify

Preparing: Telephony I (optional)

Click Telephony 3

Own Phone Number 4

Activate Call Forwarding 5

Target Number

6ZielrufnummerActivate Alternative Number

Click User Name1

2 Click Settings

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 12

Page 14: Circuit Telephony User Guide - Unify

*) Any phone number can

be defined as an

alternative number.

External or Mobile.

!

Preparing: Telephony II (optional)

Click User Name1

2 Click Settings

Call Forwarding Timer 4

Busy Settings 6

Click Telephony 3

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 13

Page 15: Circuit Telephony User Guide - Unify

Preparing: Voicemail

The following audio formats

are supported:

*.wav, *.mp3, *.mp4 and

*.m4a

!

*) If the voicemail function

is not activated at this

point, this function is NOT

available for Circuit

Telephony!

!

Click Voicemail 3

Activate Voicemail 4

Call forwarding timer 5

Create a personal greeting

Activate personal greeting 7

5

Click User Name1

2 Click Settings

Upload a personal greeting 6

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 14

Page 16: Circuit Telephony User Guide - Unify

This integration enables

access to your contact

data and synchronization

of your calendar in

Outlook.

!

Preparing: Contacts

Click User Name1

2 Click Settings

Click Extensions 3

Open connection settings 4

List of currently available

Extensions

Connect to Exchange Server6

Configure connection

settings5

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 15

Page 17: Circuit Telephony User Guide - Unify

3. Steps to make a Call

Page 18: Circuit Telephony User Guide - Unify

Outgoing call with Circuit Client

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 17

*) With "STRG+F2" you

can mark and dial a phone

number from any

document

Note the number format!

!

Type name or number or

choose from list

1

Open call history

Open Phone menue

Type number via mouse click

Start call

Choose call device*

Choose call jornal

Click call information to dial

*) The button always

shows the last selected

device for immediate

selection.

!

Page 19: Circuit Telephony User Guide - Unify

Telephony call signaling on Circuit Client I

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 18

Incoming calls will be

displayed in a “Pop up“

when Circuit runs in the

background.

!

Decline the call

Get the call

!

Incoming calls will be

displayed in the „Phone

calls“ view when Circuit runs

in the foreground.

Decline the call

Get the call

Page 20: Circuit Telephony User Guide - Unify

Answer the call via

alternative device

Choose a device

Answer the call

Decline the call

Telephony call signaling on Circuit Client II

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 19

Incoming calls will be

displayed in a “Pop up“

when Circuit runs in the

background.

!

!

Incoming calls will be

displayed in the „Phone

calls“ conversation when

Circuit runs in the

foreground.

Decline the call

Answer the call

Divert call to voicemail

Answer from desk phone

Page 21: Circuit Telephony User Guide - Unify

During the Circuit Telephony Call

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 20

!

Calls can be brought on

hold or forwarded via blind

transfer. A second call can

be established in parallel.

The amount of features

depends on the connected

PBX system.

Active calls can be pushed

seamless between Circuit

client and the alternate

number.

!

Dialpad (DTMF)

Choose a device

Mute

Conference

Blind transfer

Start a second call

Call duration / Hang up

Push a call

Hold the call

Page 22: Circuit Telephony User Guide - Unify

Hold or push a Circuit Telephony Call

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 21

Push a call

A call is signaled on the

selected device.

The call will be forwarded

seamlessly to the chosen

device.

!

Bring a call on hold

Choose a device

Page 23: Circuit Telephony User Guide - Unify

Retrieve a call

from hold

Get back or pull a Circuit Telephony Call

Call Status: Hold

Call Status: Remote

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 22

Get the remote call backPut a remote call

on hold

End the remote call

Choose a device

Push a call which is

on hold

End the held call

Page 24: Circuit Telephony User Guide - Unify

Blind transfer of a Circuit Telephony Call

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 23

!

In this case it is a blind

transfer.

Retrieving of the call is not

possible.

Blind transfer

Start transferType name or number,

or click a suggested user

Page 25: Circuit Telephony User Guide - Unify

Start a second simultaneously callPrepare a voice conference call

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 24

The current call goes on

hold after starting the

second call.

2

2

!

1Start second call

… or for redial, click the line

in the caller list

Type a name or number…

Page 26: Circuit Telephony User Guide - Unify

Merging of phone calls is

available for Circuit T

based calls ONLY!

Toggle a call or merge two callsCreate a voice conference call

Call Status: Telephone Conference

Call Status: Toggle

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 25

Merging of both calls

(Conference)1

User information in 3rd party

conference

Put active call on hold

Leave the conference

Put active call on hold

Toggle between both calls

The two other participants of

the conference stay

connected.

!

Page 27: Circuit Telephony User Guide - Unify

4. Circuit Teams

Page 28: Circuit Telephony User Guide - Unify

Overview: Circuit Teams

27Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

+49 234 556677

+49 234 556679

Circuit Team

Circuit Telephony

Circuit Voice Call

+49 234 556688 +49 234 556699

Page 29: Circuit Telephony User Guide - Unify

Create and manage TeamsCircuit Teams

28Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Click Settings

Click User Name

2

1

Click Teams 3

List of existing teams

Create new team 4

Timer for call signaling

Amount of members

Click to edit a team

Page 30: Circuit Telephony User Guide - Unify

!

Create a new TeamCircuit Teams

29Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Type team name 1

A team name is mandatory

per each team.

Create a team 2

Page 31: Circuit Telephony User Guide - Unify

Add Team MembersCircuit Teams

30Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Type member name 2

Define signaling time1

Add team member1

Page 32: Circuit Telephony User Guide - Unify

Edit Team MembersCircuit Teams

31Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

!

Choose team member 1

A new team member must

always confirm the invitation

in order to receive team

function

Change function

Remove team member3

2

Member status

!

Only team members with the

"Owner" function can

change group parameters,

invite or remove members

Page 33: Circuit Telephony User Guide - Unify

Join a TeamCircuit Teams

32Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Click Settings

Click User Name

2

1

Click notification 1

Click notification 2

!

A new team member must

always confirm the invitation

in order to receive team

function

Accept / Decline the

invitatiuon

Page 34: Circuit Telephony User Guide - Unify

Call Signaling (Circuit Voice Call)Circuit Teams

33Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Call signalingCall signaling

Called member All team members

Signaling after time *)

!

If the circuit voice call is

answered by a team

member, a new 1-to-1

conversation is

automatically generated

between calling and called

party

Pop up if Circuit is minimized Popup if Circuit is minimized

Page 35: Circuit Telephony User Guide - Unify

Call Journal (Circuit Voice Call)Circuit Teams

34Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Call information in

conversation history

Choose conversation!

The called team member

receives an overview of all

1-to-1 calls in the

conversation history.

Page 36: Circuit Telephony User Guide - Unify

Call Signaling (Circuit Telephony)Circuit Teams

35Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Call SignalingCall Signaling

Called Member All team Members

Pop up if Circuit is minimized

Signaling after time

Popup if Circuit is minimized

Page 37: Circuit Telephony User Guide - Unify

Call Journal (Circuit Telephony) Circuit Teams

36Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved.

Click Call History 2

Click telephony 1

Page 38: Circuit Telephony User Guide - Unify

4. Call Pick-Up

Page 39: Circuit Telephony User Guide - Unify

Activate Call Notification

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 38

Click settings

Click user name

2

1

Click Notifications 3

4Activate call pickup group

notifications

Page 40: Circuit Telephony User Guide - Unify

Get a call from Pick-up Group I

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 39

Ignore the call

Pickup the call1

Call signaling in list of

conversations

(Phone view is not selected)

Page 41: Circuit Telephony User Guide - Unify

Get a call from Pick-up Group II

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 40

Get the call

Ingnore the call

Ignore the call

Get the call

3

Call signaling in list of

conversations

(Phone conversation open)

2

Call signaling via Popup

(Circuit in Backgrund)

Page 42: Circuit Telephony User Guide - Unify

During a call for a Pick-up Group

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 41

Called party information 3

Page 43: Circuit Telephony User Guide - Unify

Call journal information

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 42

Answered call for another

member of the pickup group

User who get the call

Page 44: Circuit Telephony User Guide - Unify

Call journal information

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 43

Called user

Missed call was taken by

another member of the

pickup group

Page 45: Circuit Telephony User Guide - Unify

5. Hunt Group

Page 46: Circuit Telephony User Guide - Unify

Activate Hunt Group Signaling

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 45

Click settings

Click user name

2

1

!Minimum one client need to

be locked in.

Click notifications 3

4

!

If the switch-over time to

voicemail of the main user

is defined to be shorter

than the switch-over time of

the collective connection,

no signal is given to the

other members.

Activate hunt group

notifications

Page 47: Circuit Telephony User Guide - Unify

Activate Call Notification

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 46

Activate call notification2

1 Click agent status

If the number of the hunt

group is also assigned to a

user, this user can NOT

sign out of the hunt group

signaling.

!

Page 48: Circuit Telephony User Guide - Unify

Get a call from a hunt group I

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 47

Decline this call

Get this call1

Call signaling in list of

conversations

(Phone conversation closed)

Page 49: Circuit Telephony User Guide - Unify

Get a call from a hunt group II

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 48

Get this call

Decline this call

Decline this call

Get this call

3

Call signaling in list of

conversations

(Phone conversation open)

2

Call signaling via Popup

(Circuit in Backgrund)

Page 50: Circuit Telephony User Guide - Unify

Called Party Information during the call

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 49

4Information about called

party

Page 51: Circuit Telephony User Guide - Unify

Call Journal from Hunt Group

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 50

Call taken from hunt group

Missed call from hunt group

Page 52: Circuit Telephony User Guide - Unify

6. Mobile Client (Overview)

Page 53: Circuit Telephony User Guide - Unify

Overview Circuit Telephony on mobile App Android

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 52

Main view Touchpad dialingCall journal

Page 54: Circuit Telephony User Guide - Unify

Overview Circuit Telephony on mobile App iOS

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 53

Main view Manual dialing Touchpad dialingSelectionCall journal

Page 55: Circuit Telephony User Guide - Unify

7. Emergency Calls

Page 56: Circuit Telephony User Guide - Unify

Emergency calls

Copyright © Unify Software and Solutions GmbH & Co. KG 2020. All rights reserved. 55

Emergency calls with Circuit telephony are generally possible.

Please ask your administrator for detailed information.

If you do not have this information’s, you always prefer landlines

or your GSM phone for emergency calls!

Page 57: Circuit Telephony User Guide - Unify

Thank you for your kind attention

Masterclass Training

Unify Academy