Cloud Voice App Web Client Quick Start Guide

The Cloud Voice App Web Client runs in your browser and pulls calling, messaging, contacts, and meetings into a single window. There is nothing to install: everything happens on a web page. This guide gets you productive quickly, from your first sign-in through the everyday tasks you’ll reach for most.

What you need before you start

An extension (your personal phone identity on the system) and its login credentials, both issued by your administrator, plus the web address of your company’s web client. If you don’t have these yet, ask your administrator before going further.

Sign in

Signing in loads your personal workspace, with every feature a click away.

1. Open a supported desktop web browser (a current version of Chrome, Edge, Firefox, or Safari).
2. Go to the web client address your administrator gave you.
3. Enter your extension credentials (usually your email or extension number plus a password) and sign in.

Tip

Bookmark the web client address after your first successful sign-in so you can jump straight back in next time.

Find colleagues and contacts

The directory keeps your teammates and saved external contacts together in one list. From here you can see who is available and reach anyone in a single click.

Presence at a glance

The colored status marker next to each person shows their presence (whether they are available, busy, on a call, or offline), so you can tell if it is a good time to reach them before you dial.

Make and manage calls

Place audio or video calls straight from the app, then handle each live call with the on-screen controls: hold, mute, transfer, recording, and the in-call keypad.

The in-call keypad sends DTMF (Dual-Tone Multi-Frequency) tones, the beeps a physical phone keypad makes. You use it to work through automated phone menus, also called an IVR (Interactive Voice Response) system, for example pressing 1 for sales.

Transfers can drop a caller

A blind transfer hands the caller straight to another extension without waiting to see if anyone answers. If the destination is unavailable, the caller can be lost. When you want to be sure someone picks up, use an attended transfer: talk to the other person first, then complete the transfer.

Recording may require consent

Many regions legally require you to tell the other party before you record a call. Confirm your local rules and your company’s policy before you start a recording.

Know your emergency-calling limits

A browser-based softphone may not send your real physical location to emergency services, and it cannot place emergency calls if your computer, internet, or the app is down. Never rely on the web client as your only way to reach emergency services (such as 911). Confirm with your administrator how emergency calls are handled for your extension.

Chat and collaborate

Send instant messages to individuals or groups, and share files inside the conversation to keep everyone on the same page.

Note

Chats persist between sessions, so a conversation and its shared files are still there when you sign back in later.

Work the call center

If your role includes call center duties, the console hands you queue calls (calls waiting in a shared line for the next available agent) together with live monitoring, reporting, and call-handling tools.

Where the numbers come from

Call center reports are built from CDRs (Call Detail Records), the log the system keeps for every call: who called, when, how long it lasted, and how it ended.

Personalize the appearance

Tailor the workspace to your taste, including switching between light and dark display modes to suit your surroundings.

Tip

Dark mode is easier on the eyes in a dim room or on a long shift. Your choice is saved to your account, so it follows you the next time you sign in.

Connect Microsoft Teams

The web client can integrate with Microsoft Teams, letting you use your Cloud Voice calling features without leaving Teams. Check with your system administrator to find out whether this integration is available for your organization.

Note

This integration has to be enabled by an administrator before it appears for you. If you don’t see it, it has not been set up for your account yet.