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Desktop Companion App

Companion App – Installation and Setup 

 

 

The Desktop companion app is software installed on to a Windows PC which allows it to be either a standalone extension on a phone system or replicates your desktop phone. 

 

Before installation ensure you have an extension setup and have been provided with a portal login and password. 

 

Download the latest version of the Companion App from here:

 

COMPANION APP DOWNLOAD 

 

In your web browser, select to run the installer. If the installer won’t run it may be that you don’t have administrator access. Please ask your IT department to install the app for you.

 

 

Click through the Installation process. Then click to start the app:

You will probably need to click to allow the app access to the internet:

When the app opens, click the button to start the provisioning process. This process will automatically configure the app to login to the VoIP server.

 

 

 

Then your browser will bring up the Portal so you can choose which extension to sign the app to.

 

Login with your details provided. If you do not know them, please get in touch with us.

 

After logging in, please choose the extension you wish to assign the Companion App to. This may show 2 or 3 extensions starting with the same number; this is where you have multiple devices such as for a desk phone, smartphone or PC. If unsure please call support on 01392 241666.

Once you have chosen and clicked save. The app will be provisioned automatically. The following screen is the default page and shows “Online” in the top right corner to show the extension is live. To disable the app and stop receiving calls left click the “Disable soft Phone” dropdown and select “Enable Soft Phone”. If you can see “Disable Soft Phone” this means calls will be recevied.

To configure your audio input and output settings. Click on the ‘burger’ menu icon (3 horizontal lines) top left and choose Options then left click the Audio top tab. Here you can select the Audio in (microphone) and Audio out (headset or speaker). Left clicking the red cross, top right corner saves the settings.

MAKING A CALL

 

The Companion app will be receive calls while the icon is showing in the task bar and there is a green dot  If the icon is not showing or has a red dot, calls cannot be received.

 

Left click the “Burger Bar” then left click “Open Dial Pad”. You can then make internal or external calls, by either typing in you number or left clicking the number pad; left click the Blue handset icon to dial. You can also dial using the Contact menu item from the main screen and selecting the contact and left clicking the handset icon on the right.

 

     

During a call the blue Call window will show, including the audio strength, incoming and outgoing.

     

During a call there are a number of button which allow the following actions to be performed..

     

Dial Button – During a call clicking this button bring up a number pad, this allows you to enter numbers during a call such as anwering auto-attendant menus.

     

Add Contact Button – During a call clicking this button adds the dialed number to your app contacts.

     

Transfer Button – During a call clicking this button bring up a windows to allow you to enter the extension or external number to transfer the call to. Follow the options to retrieve the call or complete the transfer.

     

Mute Button – During a call clicking this button will prevent the call from hearing you, you can still hear the caller. Press the button again to end the mute.

     

Hold Button – During a call clicking this button will place the call on hold. The caller will hear hold music and you cannot hear the caller. Press again to end hold.

     

 

Left click the red handset bar to end the call.

Other options from the “Burger Bar”, include:

 

Fetch Contact – This will add all internal extensions to contacts

 

Add Contact – This will allow you to add individual contacts. Contacts can be accessed from the default window

 

Manage Voicemail – If your extension is configured with a Voicemail box, this can be managed from here.

 

Contacts:

 

From the main window, left click the “Contacts” bottom menu. Here you will see added contacts and can add and manage these here.

 

Favorites shows contacts you have added and marked as a Favorite; Extensions will show internal extensions added using the “Fetch Contacts” process.

 

Search – Here you can search through your added contacts and if you have Outlook installed will search through Outlook Contacts via name.

 

Should you have any difficulty please call us and we can assist with setup and offer remote access.

Call Mark on 01392 241666