USER GUIDE

WE Connect

Accessing the Desktop Softphone Feature via WE Connect

The WE Connect Desktop Softphone is an additional feature within the WE Connect Desktop App. To use this feature, you must have the following:

1. A WE Connect account with an assigned PC/Mac Softphone license.
2. The WE Connect Desktop App.
3. Tile Assigned within Okta.

                                                                                                                 Okta Tile                                                        

Logging into the WE Connect Desktop App

Use your WE Connect username (email) and password to log in to the WE Connect Desktop App.

Using the WE Connect Desktop Softphone

Once logged in, select the softphone icon in the top left corner. Using the WE Connect Desktop Softphone, you can make an OfficeSuite UC^® call from the dial pad and contact, as well as return a call from the call history.

Dial Pad

1. Open the dial pad by selecting the dial pad icon.
2. Enter the number you wish to dial, then select the green phone button at the top right of the screen.

A Contact

1. From the OfficeSuite UC Home screen, select the Contacts icon in the bottom left corner.
2. Select the type of contact you wish to call (e.g., Favorite, Coworkers or Groups).
3. Select the phone icon next to the contact to begin the call.

Call History

1. From the OfficeSuite UC Home screen, select the Calls tab.
2. Select the number you wish to call.
3. Choose the Call button to place a call. You can select Block Number to no longer receive calls from this number.

Managing a Call

Once a call begins, you will have the following options:

1. Speaker – Places the call on speakerphone mode.
2. Call Volume – Sets the volume of the call.
3. Mic – Turns on or off the mic. Once pressed, the icon will turn red and no audio  will be sent to the other party. 
4. Mic Volume – Determines how loud your mic volume is projected  to the other party. 
5. Hold – Places the call on hold.
6. Transfer – Opens a new menu for transfer call options.
7. Add a Call – Creates a second call, from which you can form a conference call.
8. End Call – Disconnects the call with the other party.

Transferring a Call

There are two types of call transfers: Blind Transfer (transfer now) and Warm Transfer (call first). A blind transfer is a transfer that is completed without talking to the third party. A warm transfer is when you connect with the party you are transferring the call to prior to completing the transfer.

Blind Transfer

1. Start your call with the first party, and then select the Transfer icon.
2. Type the name or number you want to transfer to in the Enter Name or Number textbox.
3. Select the drop-down arrow.
4. Select Transfer Now.

Warm Transfer

1. Start your call with the first party, and then select the Transfer icon.
2. Type the name or number you want to transfer to in the Enter Name or Number textbox.
3. Select the drop-down arrow.
4. Select the Call First button.
5. The second call will begin, placing the first call on hold. Select the Transfer button to complete the call.

Checking Your Voicemail

1. On the OfficeSuite UC Home screen, select the Voicemail tab.
2. You will have the following options for your Voicemail selection:
   1. Play 
   2. Call back
   3. Message back the user
   4. Delete

WE Connect Login