CoreNexa Desktop App (User Guide)
Use this helpful guide to learn more about the CoreNexa Desktop app. The guide includes step-by-step instructions of most of the standard, customer-facing tasks you’ll do with the CoreNexa Mobile App.
You can visit the website: https://my.voiply.biz and you would see the window as shown below:
Login using the credentials
Username: Enter your company email address
Passcode: Enter your password
To get your credentials you can get it by emailing at support@voiply.com by providing your email address & extension number.
Once you are successfully logged in to the portal. Following screens would display:
Follow the instructions below to make outbound calls from the desktop app:
Select the Dial Pad icon or the Handset icon
Once you select the Dial Pad, the phone keypad will appear
Enter the phone number or Extension you wish to dial
Click on the Phone icon from the Dial Pad to initiate the call
Once active on a call you will see: Mute, Hold, Conference, Transfer, End Call
Follow the instructions below to make inbound calls from the desktop app:
When you receive a call you will see the call information in the upper right corner. Caller ID will show the internal extension or the incoming caller ID.
Hover over the RINGING and click on the phone to ACCEPT the call
Mute:
By clicking on the Mute icon you can mute the local audio during calls and conferences.
Turn on Mute While active on a call, click on the Mute icon to enable
To turn off Mute, select the Mute icon (Red)
Hold:
By clicking on hold you can place a caller on hold, caller will hear call waiting music
Place a call on hold ▪ While active on a call, select the Hold icon
Call on Hold will appear next to the caller ID. Press Hold again to resume the call
Conference:
This gives you the abillity to add an additional caller to an active call (3-way calling)
Follow the steps below:
On a active call the Conference icon (Original caller will be on hold)
Enter the phone number or extension
Select Add Call
On the Upper right-hand corner select 1+
Click on the Merge icon
Transfer (Blind Transfer)
This way you can transfer call without warning the called contact.
On a live call, select the Transfer icon
Select Transfer
Add Contact or enter Extension
Press Add Call to complete
Transfer (Attended Transfer)
This way you can transfer the call and notify the transferred party
On a live call, select the Transfer icon
Click on Attendant Transfer
Add Contact or enter Extension
When 3rd party answers select Complete Transfer
Select the End call icon to cancel the transfer
Transfer call directly to a Mailbox
On a live call, select the Transfer icon
Click on Transfer
Enter the Extension and (star)
Press Add Call to complete
Starting a Chat
Select the Messages icon on the left tool bar
Select the down arrow and select Chat
Select Community Chats or Direct Message
Type the name (s) of employee in the To: section
Select the Arrow icon or press Enter on your keyboard
Start typing and then ENTER to send your chat
Listen to your Voicemails
Select the Voicemail Icon
Select the voicemail message you wish to listen too
Play, Download or Delete the voicemails
Accessing Voice Mailbox options
Dial (star) + mailbox extension number
Example: (star)100
Enter the VM Pin (in case you wanted to reset please email at support@voiply.com)
How to log into the Desktop App:
You can visit the website: https://my.voiply.biz and you would see the window as shown below:
Login using the credentials
Username: Enter your company email address
Passcode: Enter your password
To get your credentials you can get it by emailing at support@voiply.com by providing your email address & extension number.
Once you are successfully logged in to the portal. Following screens would display:
Navigating Around the App:
Outbound Call:
Follow the instructions below to make outbound calls from the desktop app:
Select the Dial Pad icon or the Handset icon
Once you select the Dial Pad, the phone keypad will appear
Enter the phone number or Extension you wish to dial
Click on the Phone icon from the Dial Pad to initiate the call
Once active on a call you will see: Mute, Hold, Conference, Transfer, End Call
Inbound Call:
Follow the instructions below to make inbound calls from the desktop app:
When you receive a call you will see the call information in the upper right corner. Caller ID will show the internal extension or the incoming caller ID.
Hover over the RINGING and click on the phone to ACCEPT the call
Inbound/Outbound Calling Option:
Mute:
By clicking on the Mute icon you can mute the local audio during calls and conferences.
Turn on Mute While active on a call, click on the Mute icon to enable
To turn off Mute, select the Mute icon (Red)
Hold:
By clicking on hold you can place a caller on hold, caller will hear call waiting music
Place a call on hold ▪ While active on a call, select the Hold icon
Call on Hold will appear next to the caller ID. Press Hold again to resume the call
Conference:
This gives you the abillity to add an additional caller to an active call (3-way calling)
Follow the steps below:
On a active call the Conference icon (Original caller will be on hold)
Enter the phone number or extension
Select Add Call
On the Upper right-hand corner select 1+
Click on the Merge icon
Transfer Options:
Transfer (Blind Transfer)
This way you can transfer call without warning the called contact.
On a live call, select the Transfer icon
Select Transfer
Add Contact or enter Extension
Press Add Call to complete
Transfer (Attended Transfer)
This way you can transfer the call and notify the transferred party
On a live call, select the Transfer icon
Click on Attendant Transfer
Add Contact or enter Extension
When 3rd party answers select Complete Transfer
Select the End call icon to cancel the transfer
Transfer call directly to a Mailbox
On a live call, select the Transfer icon
Click on Transfer
Enter the Extension and (star)
Press Add Call to complete
Messages:
Starting a Chat
Select the Messages icon on the left tool bar
Select the down arrow and select Chat
Select Community Chats or Direct Message
Type the name (s) of employee in the To: section
Select the Arrow icon or press Enter on your keyboard
Start typing and then ENTER to send your chat
Voicemail:
Listen to your Voicemails
Select the Voicemail Icon
Select the voicemail message you wish to listen too
Play, Download or Delete the voicemails
Accessing Voice Mailbox options
Dial (star) + mailbox extension number
Example: (star)100
Enter the VM Pin (in case you wanted to reset please email at support@voiply.com)
Updated on: 06/24/2022
Thank you!