Table of contents
Start here for a guided setup of your account, including password creation, sign-in, and getting started with your phone.
In this guide, you'll walk through the steps to activate your user and create your password
A breakdown of Connect’s voice, presence, and call handling tools for Contact Center users.
Use the “Forgot your password?” link on the login screen to reset your password and regain access to your account.
Voicemail allows you to receive, listen to, and manage messages when you’re unavailable to take a call.
Use this guide to access the Web Phone in your browser and get started with calling, voicemail, contacts, and status management.
Call Transfer Guide (Web Phone)
You can transfer a call in two ways—use Consult Transfer if you want to speak with the recipient first, or Blind Transfer to send the call without an introduction.
If enabled, you can apply a disposition (or call tag) during the call—a panel will appear with options, and you just select the one that best fits before hanging up.
Desktop Softphone Installation and Audio Setup Guide
This guide explains how to install and download the desktop app, make calls, and configure device settings for optimal performance.
Desktop Softphone Guide (Windows Only)
This guide provides an overview of the essential features of the Desktop Softphone for Windows, including calls, contacts, voicemail, settings, and availability controls.
Transfer & Conference Calling (Desktop Softphone)
Learn how to transfer calls and start conference calls using the Desktop Softphone's in-call features.
Follow the steps here to install and sign in to the iOS mobile app—perfect for staying connected when you're away from your desk.
Download the VirtualPBX Android Phone app to manage calls, contacts, voicemail, and availability—all from your mobile device.
Install the Connect Mobile App to enable calling, notifications, and access to your phone’s contacts for a seamless communication experience.
This section explains how to change your outbound caller ID automatically based on the number dialed or a feature code.
ACD Controls let you manage your availability, status, and queue settings to ensure calls reach you at the right time.
Your Profile lets you manage your login details, personal info, and settings linked to your user account.