In this guide, we'll walk you through getting started with Collaboration 7, step by step. We'll focus on the most commonly used features so you can begin quickly. Not every feature will be covered here. If you need a more detailed explanation, feel free to contact us. The following topics are included:
- Invitation to log in to Collaboration 7 via email
- Changing your status to online, away, or busy
- Setting up notifications and alerts
- Forwarding calls
- Setting a ringtone
- Configuring audio and video
- Download desktop application Collaboration 7
- Logging into a call group and updating your status
- Choosing your active device for calls
- Starting a call from the dial pad
- Available options during a call
- Transferring a call, with or without consultation
- Instant transcription and summary by email
Invitation to log in to Collaboration 7 via email
You'll receive an invitation by email. Click the link and log in using:
• A Google or Microsoft account (SSO), or
• Your email address and password.
• You'll automatically be connected to the correct Wildix PBX (phone system).
Example of the invitation email:
Login window with three options: Google, Microsoft, or email only.
When you receive an email invitation, you are automatically connected to the correct environment in Wildix. If this isn't the case, you can check the following:
In Collaboration 7, click your profile picture or logo in the top left corner to open Settings.
Under Settings, click Connect to Wildix PBX. If nothing is filled in, please add the domain. If you don't know what the domain name is, please contact us at help@pluscloud.nl
Change your status to online, away, or busy
To update your online status:
Click your profile picture or logo in the top-left corner of the screen to open Settings. From there, you can set your status to Available, Away, or Busy.
The language display depends on how it is set up in the PBX (phone system). If you want to change the language, please contact your system administrator or reach out to Pluscloud directly.
Setting Up Notifications
You can set up notifications for both personal and group chats. It's a good idea to enable all notifications. If you want to mute a specific conversation, you can do this in the settings for that chat.
To open Settings, click your profile picture or logo in the top left corner of the screen. The AI transcriptions option will only appear if it has been set up in advance by your system administrator.
Call Forwarding
Click your profile picture or logo in the top-left corner of the screen to open Settings, then go to Conversations.
The example below shows how to set your status and availability for internal calls. The same steps apply for external calls. If you are part of a call group, the settings at the group level apply to external calls. To adjust your availability in a call group, please go to Incoming Service.
For conversations that are held internally only:
Please indicate your status: Available, Away, or Busy
Setting a Ringtone
Click your profile picture or logo at the top left of the screen to open Settings. Then go to Conversations. Here, you can choose a different notification sound for each status, or turn off the sound when you are busy.
Choose the ringtone:
Setting up audio and video
Click your profile picture or logo in the top left corner of the screen to open Settings.
Then, go to Audio and Video. In this menu, you can select and test the active device for speakers, ringtone, microphone, and video..
Please run a test for the sound through the speakers (headset), the ringing, and the headset microphone..
If you see the following message: Microphone disabled. Click in the Chrome browser window (1) and allow access to the microphone (2)
Download desktop application Collaboration 7
If you want to use a desktop version of Collaboration 7, follow the steps below. With the desktop version, you don't need to log in to your browser, and Collaboration 7 runs in the background of your system.
Click your profile picture (1) and go to Applications (2).
To install the desktop version, click the "Download desktop app" button.
The file will then be saved to your computer, and you can then open and use the app.
If the download doesn't work, you probably don't have permission on your computer.
In that case, please contact the person who manages your computers (for example, the IT department).
Logging in to a Call Group and Changing Your Status
Are you a member of one or more call groups? You can log in or out of these groups through ‘Incoming Services’. (1) Please note: this feature is only available if you are not a permanent member of the call group.
If you no longer want to receive calls from a call group, you can turn off the incoming service requests. (2)
Your personal status (such as Away or Busy) determines if you can be reached within the call group. If you want to always be available for calls from the group, regardless of your status, you can turn off the ‘Not available when Away/Busy’ option. (3)
Choose Your Active Device for Calls
With Collaboration 7, you can make and receive calls right away. You can also manage other connected devices, such as:
- Hardware Phones (WP or W-AIR)
- W-AIR headsets
- The smartphone mobility app (iOS or Android)
- Calling out with your mobile number (mobility extension)
The first time you log in, the system will automatically select the first available device for you.
You can choose this device using the keypad (1).
Select the device (2)
Starting a Call from the Dialpad
You can start an internal or external call from the Dialpad:
- Click the Dialpad icon in the top menu.
- Type the name of a user, a contact from your address book or CRM, or enter a phone number directly.
- If a contact has multiple numbers, click the arrow next to the name to see the available numbers.
- Click the green call icon to start the call.
Find the contact in the search box or enter the number directly (1)
Select the arrow for multiple numbers (1)
Available Options During a Call
While you're on an active call, you have several options:
- Keypad
- Add a label to the call
- Audio settings, microphone, and speaker
- Pause button
- Transfer the call directly or with consultation
- End the call
- Start a video call, begin a conference, record the call, or share your screen
Transferring a Call, With or Without Consultation
During an active call, you can transfer the call directly or consult first:
- Select transfer
- Transfer directly
- Transfer with consultation
- Send to voicemail
Transferring a Call with Consultation
When you have an active call and want to transfer it with consultation, an extra window will open.
Select “Transfer” to test, as shown in step 3 of the previous slide. (The text “overmaken” will be updated to “doorschakelen” soon, for English transfer)
Direct Transcription and Email Report
With this feature, you can follow along live and receive the full transcript by email.
To access transcripts and view conversations live in Collaboration 7, you’ll need a Business or Premium licence. Transcription is only available for recorded calls and applies to all incoming and external calls. After a call, the transcript will be sent to your inbox by email.
- Click on the active call → the dial pad will appear along with extra features.
- AI Active → This shows up when a call is in progress and someone is speaking. Click here for live transcription.
- Recording Active → Indicates that the call is being recorded.
- Open Recording → Click to listen to or view the recording and transcript.