Desktop Client Overview

The Cloud Voice App desktop client puts your phone system on your computer. Installed on Windows or macOS, it gives you full access to your organization’s telephony features straight from the desktop, so you can call, message, and manage your extension without a physical handset.

Interface layout

The desktop client is split into three main regions:

• Navigation bar on the left, where you switch between features.
• Toolbar across the top, which holds common one-click actions.
• Workspace filling the center, where the feature you selected is displayed.

Note

This overview covers only the layout and what each area is for. Each feature listed below has its own detailed guide elsewhere in this documentation.

Navigation bar

The navigation bar is your jumping-off point for the app’s main features. Click an entry here and its screen opens in the workspace.

Feature	What you can do
Extensions	See colleague details, place audio or video calls to them, leave them voicemails, and add the people you contact most to your Favorites list.
Contacts	View, add, and manage both your private personal contacts and your organization’s shared company contacts.
Chat	Start a one-on-one or group conversation with colleagues, and receive and reply to messages coming in from other channels such as SMS (Short Message Service text messages) and social media.
Video Conferencing	Hold face-to-face online meetings for instant collaboration with teammates and customers.
Operator Panel	Oversee and handle the calls of a specific group of members.
Call Center Console	Work queue calls with real-time call monitoring, management, and reporting.
Fax Management	Send and receive faxes in the app, build custom cover pages, and keep a record of every fax.
Call Logs	Review and manage your call history.
Voicemails	Review and manage your voicemail messages.
Recordings	Review and manage your call recording files.
Preferences	Adjust your personal settings, including your extension profile, presence, voicemail, audio and video devices, email notifications, call-handling rules, call quality monitoring, function keys, AI (automatic speech-to-text) transcription, and Outlook and TAPI (Telephony Application Programming Interface) integration.

Tip

Add the colleagues you call most often to your Favorites list under Extensions so you can reach them quickly without searching each time.

Note

The desktop client shows only a menu entry for Video Conferencing. When you open it, the app takes you to the feature in the Cloud Voice App web client automatically, with no need to sign in again.

Toolbar

The toolbar gathers actions you reach for often into a single row at the top of the window.

Button	What it does
	Show quick download links for the Cloud Voice App mobile client and Cloud Voice App for Google.
	Use function keys to monitor the status of specific objects or to trigger specific actions in one click.
	Switch between desktop client mode and CTI (Computer Telephony Integration) mode.
Agent Status	Change your status in a queue.
	Change your extension presence.
	Place an audio or video call.
Account	Change your password, set up two-factor authentication (2FA), review the Privacy Policy Agreement, open the Help Center or the Support Portal, and log out of the app.

Note

CTI (Computer Telephony Integration) mode lets the app act as a control panel for calls that are handled on another device, such as a desk phone, instead of sending and receiving the call audio on your computer. Desktop client mode handles the calls on the computer itself.

Caution

Logging out from the Account menu ends your session. The desktop client stops receiving calls and messages until you sign back in, so make sure calls are covered before you log out.

Workspace

The workspace is the central area of the window. Whatever feature you pick from the navigation bar opens here, giving you room to view its content and manage it.