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:
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.
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.
The User menu includes the following options:
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.
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.
Additionally, missed call entries include helpful red-colored indicators to better understand the nature of the call.
For example:
There are three ways to initiate a call from the ConnectUC Mobile App:
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.
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.
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 your user has voicemail transcription enabled, you will also see a text version of the voicemail, which can be a helpful time saver.
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.
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.
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.
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:
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.