App Configurations

The App Configurations in phone.systems™ automatically links to all app devices. It allows you to assign internal and phone numbers for outbound caller ID and acts as the main group for associated devices under a contact.

Note

After editing or creating an App Configuration, you must send an invitation to the user so they can establish the connection to the phone.systems™ app. For details, see Send or resend invite to phone.systems™ app.


Create and Configure App Contact Methods

Create and manage contact methods for the phone.systems™ application within the App Configuration section. These contact methods are automatically linked to phone.systems™ users and enable the assignment of internal numbers and DID numbers for receiving inbound calls, as well as setting caller IDs and announcements for outbound calls. They also support call recording configuration and relations with call flows and app devices.

Note

To enable calling functionality from the phone.systems™ application, each user must have an individually assigned App Configuration.


Before You Begin

Before setting up an App Configuration, make sure all necessary components are ready to support call functionality:



Each user must have a distinct profile and a dedicated application line (App Configuration Contact Method) to facilitate call routing, identity assignment, and access to calling features within the phone.systems™ application. This ensures accurate association of internal numbers, caller ID, and recording policies for both inbound and outbound communications.

Step 1: Create a New User

  1. Go to the Users menu and click the +-symbol button

  2. In the Create New User screen, enter:

    • First Name and Last Name

    • Department and Job Title

    • Time Schedule – Defines the user’s availability for call routing. Read more in Time Schedules Documentation.

  1. Under Contact Information, provide the Email address.

    Important

    An email address is required to send the invitation and enable the user to connect with the phone.systems™ app.

  2. Enable Configure application line in the next step.

  3. Click Next to continue to the app configuration.

    Create User Screen

    Fig. 1. Create User Screen


Existing users may have app configuration contact methods that were created previously but remain unconfigured. Configuring the app configuration contact method allows you to assign inbound and outbound call settings and enables communication through the phone.systems™ application.

Step 1: Locate the App Configuration

  1. Go to the Contact Methods menu and select the App Configurations tab.

  2. Click the actions button next to the desired contact method and choose Edit.

    Edit App Configuration

    Fig. 1. Edit App Configuration

Step 2: Configure the App Configuration Contact Method

DID Numbers

Select one or more DID numbers to receive inbound calls.

Note

If no DID numbers are available, refer to Configure DID Number with phone.systems™ or Add Third Party Phone Numbers.

Internal Number

Select one or more internal numbers to receive inbound calls.

Note

If no internal numbers are available, refer to Create Internal Numbers Documentation.

When Unavailable

Specify the forwarding behavior when the destination is unavailable.

Enable External Outbound Calls

Enable or disable external outbound calling functionality.

Caller IDs

Select the caller IDs to be used for external outbound calls.

Note

This option becomes available only when external outbound calling is enabled.

Internal Caller ID

Define the caller ID to be used for internal calls.

Note

If no internal numbers are available, refer to Create Internal Numbers Documentation.

Internal Announcement

Select the announcement audio message for internal calls.

Note

To upload audio files, refer to Audio Files Documentation.

External Announcement

Select the announcement audio message for external calls.

Delivery Methods

Choose how call recordings are delivered.

Note

To configure delivery methods, refer to Delivery Methods Documentation.

Inbound Internal

Toggle to enable recording of inbound internal calls.

Inbound External

Toggle to enable recording of inbound external calls.

Outbound Internal

Toggle to enable recording of outbound internal calls.

Outbound External

Toggle to enable recording of outbound external calls.

Record On Demand

Allows users to initiate recording via a dialing command.

Note

To enable on-demand call recording, configure a feature code.
Inbound Calls

Fig. 2. Inbound Calls

Outbound Calls

Fig. 3. Outbound Calls

Call Recording

Fig. 4. Call Recording

Click Save to apply the configuration.


Send invite to phone.systems™ app

  1. Go to the Users menu in the phone.systems™ dashboard.

  2. Find the user and click the Actions button.

  3. Select Send Invite to App or Resend Invite to App.

Note

  • If the Send Invite to App button is not active, it means the user does not have an email address assigned. Please ensure that the user’s Contact Information includes a valid email address to enable the invitation.

  • Resending an invitation does not generate a new authentication token or log the user out. If the user is already logged in, their session remains active.

  • To remove a user’s session (for example, after a lost device or access change), see Deleting App Device Users guide.

../../_images/fig330.png

Fig. 5. App Device Invitation


Edit App Configurations Contact Methods

  1. Go to the Contact Methods menu and open the App Configurations tab.

  2. Locate the contact method you want to edit.

  3. Click the actions button next to the contact method and select Edit from the menu.

Edit Actions Button.

Fig. 6. Edit Actions Button

  1. In the Edit App Configuration window, apply the required changes.

  2. Click Save to confirm and apply your updates.

Edit App Configuration Contact Method.

Fig. 7. Edit App Configuration Contact Methods

Unassign DID Numbers

  1. Open the Edit screen for the selected App Configuration.

  2. In the Inbound Calls section, locate the currently assigned DID number(s).

  3. Click the x icon next to the DID number you wish to remove.

  4. Click Save to confirm and apply the changes.

Unassign DID Number

Fig. 8. Unassign a DID Number


App Configuration Relations

The Relations view provides an overview of configurations linked to a selected App Configuration Contact Method, including associations with Call Flows, Contact Methods and App Devices.

  1. Navigate to the Contact Methods menu and open the App Configurations tab.

  2. Locate the desired contact method.

  3. Click the actions button and select Relations.

Actions Menu

Fig. 9. Actions Menu

To access a related item, click the gear icon next to it. You will be redirected to the respective edit page for that configuration.

Note

If no associated Call Flows or App Devices exist, the message “No relations” will be displayed under the corresponding section.

Contact Methods Relations

Fig. 10. App Configurations Contact Method Relations


Delete App Configurations

App Configuration Contact Methods cannot be deleted directly from the Contact Methods menu.

To remove an App Configuration Contact Method, the associated user must be deleted. Deleting the user will also remove their corresponding App Configuration.

Delete Users

Learn how to delete users, which also removes their associated App Configuration Contact Methods.

Deleting Users

Download App Configurations to a CSV File

  1. Navigate to the Contact Methods menu App Configurations tab.

  2. Click the Download button at the top right corner.

Download Button for App Configurations Contact Methods

Fig. 11. Download Button for App Configurations Contact Methods

  1. A pop-up window will appear, allowing you to specify the file name and destination for saving the CSV file.

  2. Click Save to export and download the CSV file containing the list of App Configuration Contact Methods.

Downloading App Configurations Contact Methods to CSV File

Fig. 12. Downloading App Configurations Contact Methods to CSV File