iOS Legacy Collaboration Mobile App - User Guide - English

Before using the app

Requirements

To use this application, you must be a user of a Wildix system and have fast internet connection that doesn’t block VoIP traffic.

Ports to open: Ports used by Wildix services

Use of App outside the office network: the first time you make a login from the local network, the PBX sends the settings of the public network to the application (the same for connection from the public IP). The app tries to connect using the first IP and if it fails, it moves to the second one, thus ensuring the connection both when you are in or outside the office network.

Requirements iOS:

• WMS version 5.01 or higher

• iOS version 12 or higher

• minimum supported device - iPhone 5S

Push notifications

Thanks to push notification, the app no longer needs to run all the time. Once you receive a call / a text, the app “wakes up” in the background, even in case the app was closed.

To deactivate access to Presence and SIP server and to stop receiving notifications, you can set the status to Offline or log out from the app. Read the chapters Status and Log out for more info.

Read about push notification: https://blog.wildix.com/what-is-push-notification-for-mobile-apps/.

Sync of enterprise phonebooks

1. Go to iPhone Settings -> Passwords & Accounts

2. Select Add Account

3. Select Other 

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4. Select Add CardDAV Account

5. Enter the Server name (PBX domain name or IP), User name, Password and Description 

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Now all your PBX contacts appear in your iPhone phonebook. Go to iPhone Phone -> Contacts and select the groups that you wish to be displayed in the phonebook of your iPhone.

Login

Launch the app:

• Domain: PBX IP or domain name

• User name: Extension / User name / Email address

• Password: WEB password of a user for access to Legacy Collaboration

Or 

You can use Google/ Office 365 credentials for single sign-on.

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Two-factor authentication (2FA)

It is possible to use 2FA authentication for login. The option can be enabled in Legacy Collaboration -> Settings -> Personal.

Detailed information can be found in Legacy Collaboration User Guide.

Menu description

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1 -  Contacts

2 - Call history

3 - Dialpad/ Function Keys/ Active call

4 - Chat

5 - Settings

User status

1. Tap Dialpad

2. Tap status icon / user picture

3. Tap on the current status and select the new one: DND / Away / Offline / Online

4. Enter your status message (optional)

5. Tap the Tick icon to apply changes

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Call

Live search 

You can use real-time search in PBX phonebooks to place calls.

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Place a call from Dialpad

1. Tap Dialpad

2. Select the mode to place a call: 

   • VoIP: place a call via the PBX (recommended in case you have fast and reliable Internet connection)

   • Callback: you receive a callback from the PBX via Mobile network (make sure your mobile number is indicated in Settings -> Personal)

   • Direct Call: place a call via Mobile network

   • Call-Through PBX:  provides possibility to make calls via GSM network of the PBX from Legacy Collaboration app (available if enabled, see Call-Through PBX setup section for more details)

   • Wildix devices registered to your account: select a device from the list - a call will be generated using the selected device

3. Start entering user’s name or number / extension in the Search field to find a user / a contact 

4. Tap on a user / a contact you wish to call. Select number/ extension to place a call

Or

1. Enter the number using Dialpad

2. Tap the green Handset button

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Call-Through PBX setup

To enable the functionality, follow the steps below: 

1. Go to app Settings -> Advanced

2. Enable Call-Through PBX option (1) and enter PBX phone number (2):

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Notes: 

• Mobility extension lookup should be configured for the PBX phone number in the main Dialplan in WMS:

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• Make sure to choose Set option -> Skip audio prompts:

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Documentation: Dialplan applications - Admin Guide: Mobility extension lookup

• User, performing a call via Call-Through PBX, should have their mobile number indicated in WMS -> Users -> Mobile field.

3. Once enabled, Call-Through PBX appears in the list of options on the Dialpad:

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4. When making a call via Call-Through PBX, the dialed number includes PBX phone number and destination number separated by comma. Press Call and the call is started via native Phone app.
   During this call, go to Legacy Collaboration app where the same call is active. Via Legacy Collaboration, you can put the call on hold or transfer it (both attended and semi-attended transfer supported). 

Video: generate a call from iOS via W-AIR Headset 

From Function keys

1. Tap Dialpad and select Function keys to switch to Function keys menu

2. Tap on a function key you wish to call

3. Select Call from the drop-down list

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From Enterprise Contacts

1. Tap the contact you wish to call

2. Tap the number you wish to call

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From History

1. Go to History

2. Tap on a user

3. A call is placed automatically 

From Voicemail 

1. Go to Voicemail

2. Tap on a voicemail message from a user you'd like to call

3. Select Call from the drop-down list

From Chat

1. Open a chat session with a user

2. Tap Handset button

3. The call is placed automatically

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From your device’s contacts

1. Tap a contact in your iOS contacts

2. Tap and hold the Call button

3. Select Collaboration

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From Browser (Support of URI for call generation)

Thanks to URI support, it is possible to generate a call from the browser by clicking on a link containing a phone number. It allows you to start calls from various web pages.

Supported link:

• <a href=”sip:[phone_number]”>

• <a href=”wildix:[phone_number]”>

where [phone_number] parameter can also start with “+”

To generate a call from the browser:

1. Tap on a telephone number containing the supported link

2. Select Collaboration from the drop-down list

Answer a call

• Tap the blue Tick button to answer

• Tap the red Crossmark button to decline

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Call management

During a call you can navigate your device, open the App and tap Dialpad to come back to the active call.

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1 - Video

2 - Hold

3 - Transfer. Select the needed option for the list: Contact (choose a contact from Contacts)/ Number (dial a number you wish to call from Dialpad)/ Device (select a device where you wish to pass the call)

4 - Record a call

5 - Mute

6 - Speakerphone. Tap to switch between audio sources: Speaker/ Handset (iPhone)/ Headphones

7 - Conference (in case there is more than one active call)

8 - Hang up

9 - DTMF

10 - Switch back to Dialpad/ Function keys tabs to make a new call

Switch between audio sources 

If you have any headphones connected to your iPhone, you can switch to them during an active call:

• Hold Speakerphone button for 2 seconds to display the list of available audio modes

• Select the needed mode from the list:

  • iPhone (Handset)

  • Speaker

  • Headphones 

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Transfer

Blind transfer:

(transfer without notification)

1. Tap Transfer button during a call

2. Tap Contact to select a number from the phonebook or Number to manually enter the number

3. Select a contact and tap the number / enter the number and tap the green Handset button

Attended transfer:

(transfer with notification)

1. Tap New call button during a call

2. Make a new call (select a contact from Contacts or dial the number manually)

3. Wait till the other party answers (the previous call is now on hold)

4. Tap Transfer button and select the call on hold to complete the transfer

Video tutorial:

Transfer via Function keys

Transfer option via Function keys "Colleague", "Park Orbit" and "Speed dial" is available:

1. Tap Dialpad and select Function keys to switch to Function keys menu

2. Select the function key to transfer a call

3. Tap Transfer for blind transfer, otherwise tap Call to start a call first (attended transfer)

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Control of active calls on other devices and Call continuity

Control of active calls on other devices

The feature allows you to view and control own active calls on other devices registered to your account. You can hold/ resume, record, hang up a call as well as send DTMF. 

Call continuity

With the help of the feature it is possible to pass your active calls from other devices to iOS or another specific device. 

To pass an active call to iOS Legacy Collaboration app:

• Tap Call continuity button 

• A call is automatically picked up on iOS

To pass an active call to a specific device:

• Tap and hold Call continuity button

• Select a device from the list

• A call is automatically picked up on the selected device

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Chat

All the colleagues added to your roster appear in Chat menu.

1. Tap Chat

2. Use the Search field to find a user

3. Tap a user and enter your message

4. Tap Paper plane icon to send the message

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Start a chat session from live search results

1. Start entering user’s name or number / extension in the Search field to find a user 

2. Tap on a user you wish to chat. Select Chat from the list 

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Start a chat session from History

You can also start a chat session with a user from History tab.

1. Go to History

2. Select a user you would like to chat with and tap the double Arrowhead icon to view user contact details

3. Tap Chat

Send a File / an Image / a Post-It/ Call me back

Send a file / an image:

1. Start a chat with a user

2. Tap +

3. Select the source:

   • Camera

   • Photo & Video Library

   • Downloads

   • Send files

4. Select files/ images or take a photo using the camera to be sent (you can send up to 10 files/ images)

5. Tap Send button

6. Confirm by tapping Send

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Send a Post-It

1. Start a chat with a user

2. Write your message

3. Tap +

4. Select the option Send as Post-It

Send Call me back

1. Start a chat with a user

2. Tap +

3. Select the option Call me back

Send a voice recording

1. Start a chat with a user

2. Press and hold Microphone icon to record a message

3. After you finish, release to send

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Send two-way SMS 

Requirements

• Min. supported versions: 

  • WMS: 5.03.20210826.1

  • iOS mobile app: 8.1.45805

To send two-way SMS:

1. Start entering a number in the Search field 

2. Tap on the number and select the 2 way SMS option from the list:

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4. Chat is automatically created and when the customer replies, the incoming SMS is sent to the chat. 

Starting from app v. 8.16.55954, it is also possible initiate 2 way SMS from the Contacts page:

1. Go to the Contacts tab

2. Select Contact

3. Press the phone number and select 2-way SMS

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The name of the contact is used as chat name, instead of the phone number for SMS chats, starting from app v. 8.16.55954.

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