ConnectUC Mobile App User Guide

ConnectUC Mobile App User Guide

This article is designed to help you familiarize yourself with the various tools and options within the ConnectUC Mobile App.

If you would like to familiarize yourself with the Desktop/Web version of ConnectUC, please visit our ConnectUC Desktop article.  

To install ConnectUC on your mobile device, simply navigate to your device’s App Store (iOS devices use the Apple Store, and Android Devices use the Google Play Store), locate the ConnectUC app within the App Store, and select the option to install. 

Alternatively, you may use the App Store links below:


Sign In to ConnectUC

Important: To sign in to ConnectUC, you'll need to use your Ally Voice username (typically extension@domain or your email). 

If you need your find your username or reset your password, see this article Resetting Your Portal Password

Once the application is installed and you have signed in, you will be prompted to allow device permissions and notifications. Please be sure to allow these permissions, as some ConnectUC Mobile features may not work properly otherwise.





User Status and Preferences

ConnectUC Mobile users can manage their preferences and status by clicking their avatar profile image found on the top left corner of the screen. Clicking your avatar will bring up a menu with quick access to important settings. 

** See ConnectUC - User Settings and Preferences for more details on the Preferences Settings

The User menu includes the following options:

  • Update User Status
  • Toggle Do Not Disturb (All Devices)
  • Toggle Disable Calls (Mobile App only)
  • Manage Profile Preference Settings
  • Report an Issue
  • Sign Out


In the event any issues occur within the app, users can report these issues conveniently within the user preferences page by selecting 'Report An Issue.' 

Once the 'Report an Issue' button is selected, users are asked a few clarifying questions to better understand the issue before it is reported, including the ability to select which phone calls were impacted, if applicable.

Info
A helpdesk ticket will automatically be generated when you report an issue. If the issue is urgent, please call our office at 256-740-3900.


Dialer

The always-present dialer menu is conveniently located in the bottom of the screen, allowing you to dial out or view saved contacts from any tab.

 

Info
Note: If a user previously set a preferred callback number within their profile settings, they can enable the "callback" toggle found at the bottom left corner the dialer menu, allowing the user to dial out with the selected callback number. 


Calls 


Call History

The 'Call History' tab under the 'Calls' option allows users to view recent call history, including contact info and user status.  

 

You can clear past call history by clicking the 'clear history' button located at the top-right corner of the Calls page. All call records that were recorded prior to clicking this button will be removed from call history.


You may also filter the type of calls displayed in the Calls section by clicking the 'Filter' option found in the top right corner of the page. The filters you select will allow you to view only calls that fit the selected certain criteria, such as viewing only missed calls.

 

The filters options also includes a button to Restore Call History (if it was previously cleared via the 'clear history' button mentioned above).

Additionally, missed call entries include helpful red-colored indicators to better understand the nature of the call. 

For example:

  • A "regular" missed call will just include the timestamp.
  • If the call was answered elsewhere, the entry will include the number/extension that answered the call.
  • If a call was sent to a call queue and either the caller hung up or no one answered the call, the call queue name will appear next to the timestamp. 

Placing Calls

There are three ways to initiate a call from the ConnectUC Mobile App: 

  1. Click the always-present blue colored dialpad icon at the bottom right corner of the screen.
  2. Click the ‘+ New’ button found on the top right side of the page and select ‘New Call.’
  3. If you already see the contact you wish to call, click their contact details and select the ‘Call’ option to call them directly. 


Once a call has been initiated, ConnectUC mobile users will be able to access standard calling features, including mute, dial-pad, parks, add another call to the line, place the call on hold, transfer the call, enable speakerphone, record the call, access Bluetooth settings, and end the call.


Info
If a user selects ‘Back to app’ while on an active call, they will be able to navigate and use the app without dropping the call. To navigate back to the active call options, simply click the ‘Active call in progress’ banner at the top of the screen.


Call Park

The 'Park' tab under the 'Calls' option allows users to view and manage parking lots and parked calls. 

Once a call has been parked, they will appear within the Park tab.

To pick up a parked call, simply click the 'Pickup' option to the right of the call.

Important Notes about Parking:

  • If a user is not assigned to a Site, they will see all park orbits. 
  • If a park orbit is not assigned to a Site, all users will see it. 
  • If a user is assigned to a Site, they will see all park orbits for that site and all park orbits that don’t have a Site.


Voicemail 


The Voicemail tab allows users to view, listen, and share received voicemail messages.


Similar to the Web/Desktop experience, once a new voicemail is received, the Voicemail tab will show a red number indicating the number of unread voicemails.


Users may sort their voicemails by selecting the 'filter' icon located in the top right corner of the Voicemail menu. 

Once a voicemail is selected from the list, the user has the option to call the voicemail contact back, listen to the voicemail, share the voicemail as an audio file, or delete the voicemail. 

If your user has voicemail transcription enabled, you will also see a text version of the voicemail, which can be a helpful time saver.



Contacts 

The Contact tab allows users to add, manage, and interact with contacts. 


New contacts can be added at any time by clicking the ’+ New’ button found at the top right side of the screen.  

When viewing a contact, users can conveniently add the number to contacts (if not already a contact) or copy the contact name and number via the options below the contact name/number.

 

All contacts are displayed by default, but they can still be sorted, and users can still search directly for contacts they wish to view.  

Once you find a contact you wish to interact with, simply click their information, and you will be able to see their contact info, call them, and even add the contact to the list of your favorite contacts by clicking the ‘star’ icon to the right of their name. 

 



Messages


SMS

Notes
SMS is an advanced feature and not included by default. Not all users will have access to the SMS tab.

The 'SMS' tab under the 'Messages' option allows users to manage and view SMS conversations. The SMS top page lists all conversations for the user, including the name or number of the contact, the last message, and the time/date the last message was send/received.

To start a new SMS conversation, click the '+ New' button at the top right of the screen. 

 

To interact with an existing SMS conversation, tap the conversation. Once selected, you can scroll up to see conversation history (if applicable), you may send a new message, and you can send attachments, such as images, via the paperclip icon.

Note: For users that have multiple SMS numbers associated, you may filter conversations by All SMS numbers, or you may select a specific number to view conversations for that specific number by selecting the drop-down menu in the top left corner of the screen. 


Chat

The 'Chat' tab under the 'Messages' option allows users to create and manage chat conversations with other ConnectUC users. 

From the Chat page, you can view existing conversations and start a new Chat session.

To begin a new Chat session, select the '+ New' button found at the top right corner and select 'New Chat.' Once selected, you can then choose which users are included in the Chat session.

Once a Chat session has been initiated (either a new chat or existing chat), you will be able to type your message(s) into the bottom of the screen and hit the send button, just as you would in a typical SMS conversation. 

To send an attachment, select the paperclip icon next to the 'send' button and then select the attachment you wish to include.  


Fax

The 'Fax' tab under the 'Messages' option allows users to create, view, and manage Fax messages.

Once you arrive, you will be able to access the Fax Inbox and Sent tabs so you can view faxes sent by the user and faxes received by the user. You can also view the user's Fax Caller ID at the top-left corner of the screen. 

Note: If a user does not have a fax DID assigned to them, any fax they send will come from the Default System Fax Caller ID listed in the Caller ID field. If you would like to be able to receive faxes, please contact your telecom partner and request a Fax DID. 

To view the details of a Fax message, simply click the message you wish to view. Once selected, you can view the fax status (delivered or not), the timestamp the message was delivered, how many pages were included, and you can view or download the Fax contents.

To create a new Fax, simply click the '+ New' button found at the top right hand corner of the page and select 'New Fax'.

Once selected, you will be taken to the 'Send Fax' menu.

For send-only users (default fax DID), we strongly recommend including a cover page or having a cover page included with the main document attachment; otherwise, the recipient of the fax may not know who sent the fax. 

When creating a new fax, you will be asked to supply the following:

  • Cover Page Options
  • File Name
  • Add Documents
  • Fax Caller ID (If applicable)
  • Fax Destination
    • Enter Destination Manually via Keypad
    • Select from existing Contacts

Once all fax details have been added, click the 'Send' button at the bottom of the screen. Once the fax is sent, you can view the details in the 'Sent' tab. 



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