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CoreNexa Mobile App User Guide

Use this helpful guide to learn more about the CoreNexa Mobile app for iOS and Android. 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 also download a PDF version:

  • Mobile User Guide iOS.pdf
  • Mobile User Guide Android.pdf

Install

There are 2 ways to install the CoreNexa Mobile App:

Using UC Client:

Under the Applications Module, select Mobile Download.

mobile download

Scan the code using a QR Reader on your mobile device.

qr code

Directly from the App Store

  1. Search “CoreNexa” in the iOS App Store or Google Play Store.
  2. Download the CoreNexa™ Mobile app.
  3. Follow the instructions to install.

Login

Once the app is installed on your device:

  1. Tap the CoreNexa Mobile icon
  2. On the sign in screen there are 2 ways to sign in:
    1. Enter your CoreNexa UC username & password
    2. Using your phone, scan the step 2 QR code in CoreNexa UC (Desktop or Browser / Web App)
      log in with corenexa mobile

Navigating Around the App

The main screen is the list of menu options that provide all the functionality of the app.

As you click into each menu item, click on the left arrow icon to be taken back to the main menu.

left arrow icon

Landing Screen

Once logged in for the first time the app will land you on the default landing screen on the Dialpad. Subsequent visits will take you to the last menu option that you closed the app on.

From the landing screen you can perform the following:

  • Make a call
  • View your Call History
  • View/edit your contacts
  • Search by name, phone number or extension

Dialpad

Use the dialpad to place calls.

  • The following actions are available while
    on a call:

    • Mute
    • Dialpad
    • Audio – switch between microphone,
      speaker and connected bluetooth
      devices
    • Hold
    • Record (if purchased)
    • Transfer
      dial pad

Audio
While on an active call you can switch between microphone, speaker and connected
bluetooth devices.

To switch press the audio button and select which option you want to use by pressing
that option

iOS
My Info screen
Android
android screen android screen bluetooth button

Call Waiting
While on an active call you have the ability to receive a second inbound call.  When the call arrives, you will be presented with a screen to make the following selection

iOS

Android

Recent Calls

“Recent calls” provides a view of all incoming, outgoing, and missed calls.

At the top of the screen there are two tabs: All & Missed.

  • All will display all types of call activity.
  • Missed will provide only missed calls.

Each entry will provide the following:

  • Direction of call
  • Name / Number
  • Date & time
  • Ability to call
  • Ability to create contact (if not already a contact)

Contacts

Contacts are organized under 3 tabs:

  • Favorites
  • Community
  • Personal
  • To favorite a contact, click on the contact entry and select Add to Favorites or the star
  • To remove a favorite contact, click on the contact entry and select Remove from Favorites or the star
  • To share a contact, click on the contact entry and select the Share Contact 
  • To call a contact directly from the contact entry, press the phone icon next to the number you want to call
  • If available you can also text/SMS the contact, by clicking the SMS icon
  • To start a chat, click on the contact entry and select the Start a Chat
  • You can add additional people to the chat using the To field
  • Type your message and click send

Search

Search through your Contacts and Recent Calls by Name, Company name, Phone number or Extension. Start typing and all matches will appear.

For example, if you type in 610, then all matches that have 610 will appear. As you keep tying in additional numbers the search will narrow down.

Caller ID: the name & number of the person that left you a voicemail

Date & time

Voicemail transcription (if purchased)

Voicemail

  1. Click on the Voicemail menu item to see your visual voicemail.
    • The following information is available for each voicemail received:
      • Caller ID: the name & number of the person that left you a voicemail
      • Date & time
    • The following are available for each voicemail when you click the voicemail:
      • Listen to voicemail
      • Voicemail transcription (if purchased)
      • Call back
      • Message/Text back
      • Share voicemail via email
      • Delete voicemail
        • Note you can also delete before clicking in to the voicemail by sliding voicemail entry to the left
  • To delete multiple voicemails:
    • Click Voicemail menu item
    • Click Delete in the upper right
    • Select the voicemail(s) you want to delete
    • Click Delete in the bottom left and confirm you want to delete selected voicemails
    • To delete all simply click Delete All in the bottom right and confirm you want to delete all voicemails

Conference Calls

Provides a quick and easy way to moderate or attend a conference call.

  1. A list of all conference call rooms will be provided.
  2. Simply find the conference call you wish to moderate or attend and select the Attendee or Moderator button. The call will be instantly connected.
  3. If there is a conference call bridge you frequently join simply click on the star to make it a favorite and it will appear at the top of the list.
  • The following actions are available while on a call:
    • Mute
    • Dialpad
    • Audio – switch between microphone, speaker and connected bluetooth devices
    • Hold
    • Record (if purchased)
    • Transfer

Virtual Attendant

Virtual Attendant serves as a virtual receptionist that greets customers while routing them to an available employee or to alternate devices of the employee they are trying to reach. CoreNexa Mobile provides the ability to perform this directly from the app.

  • Select the Virtual Attendant
  • Select Business Hours or After Hours
  • Make changes to Schedule, Greeting, or Routing

Settings

Control Data Usage
If you want to control your data usage while using CoreNexa Mobile, you can select the desired data network with which to make and receive calls.

Inbound Calling
The Inbound Calling option allows the ability to set inbound call control:

  • Accept inbound calls
  • Do’t accept inbound calls

When clicking Accept inbound calls, you will need to click Accept in the pop up window.

Do Not Disturb
Allows the ability to stop notifications, alerts, and calls.

  • To turn on: turn slider to the right

Note: When you enable “Do Not Disturb” or “Call Forward Always,” an indicator appears in the lower right-hand corner of the main menu signaling these features are turned on.

Note: When you enable “Do Not Disturb” or “Call Forward Always,” an indicator appears in the lower right-hand corner of the main menu signaling these features are turned on.

Recent Calls
Display recent calls from preferred extension. If you have more than one extension, select the ‘All Extensions’ option.