App

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Introduction

The Voice App (available on Android, iOS, and Web) is a cross-platform app that allows users to do the following things

  1. Make and receive calls on their Evo Voice number (or multiple numbers)
  2. Chat with other users and admins
  3. Modify their Evo Voice settings (e.g. Customer data, Endpoint data, etc.)
  4. Access Voice Messages

Currently the Evo Voice app is beta

Download

The Evo Voice app is available for iOS and Android at the following links:

iOS: https://apps.apple.com/us/app/id1520428039

Android: https://play.google.com/store/apps/details?id=evo.tech.voice

Administration / Signing In

In order to allow users to sign in to the Evo Voice app, you must first create a Soft Phone user in Evo Voice, for example:

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In the screen shot above please note the Email Address (login) field as that is what will be used for signing in to the app along with the password field.

Please note that it is important that you assign customers to these users as that will determine which endpoints they are able to modify.

Permissions

In order to determine what data an app user can change, we have a Permissions tab on the User's details screen

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These permissions determine what settings (data) the user can modify and the description below each field explains what will be affected by changing it.

Please note that only data fields (Customer or Endpoint) which have a User Mode set to either Read Only or Read Write will be shown to the app user. All other fields, will be hidden

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Access/Download

You can access the web app at http://app.evovoice.io (this will redirect to a secure location)

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Users sign in to the app using the credentials assigned to the Soft Phone user that you created.

NOTE: Evo Voice administrators cannot sign into the app with their dashboard login, you must create a Soft Phone user if you want to use the app

If you want to test using a non-standard server (such as team.evovoice.io) click the Advanced button and put that server into the Advanced field, e.g.

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App Functionality

Currently the alpha version of the app exposes the ability to modify User, Customer, and Endpoint Data (such as voicemail greeting, forwarding settings, etc.)

Conversations

Any active calls or chats are display on the Conversations Tab. For example:

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New Conversations can be started by clicking the Phone button at the bottom right, entering a number, and then pressing either the Chat or Dial buttons

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Settings

You can give users of the Evo Voice app access to modify the various data fields you have that control their flows.

The Settings Tab (indicated by the Gears icon) shows you all of the "Settings Objects" that can be modified (dependent upon permissions)

For example, in the following screenshot the app user has access to modify Customer data, other User data, and Endpoint data.

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If we change the permissions for the user to look something like this:

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When we refresh the app, we will only see:

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To modify settings for a particular object, just tap on the object, for example:

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To save settings click the Save button at the bottom right.

Contacts

The Contact List in Evo Voice displays two types of contacts, "Personal" contacts and corporate directory contacts. Corporate contacts have a tie icon and personal contacts do not.

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Personal Contacts

Currently, personal contacts can only be managed using the Evo Voice control panel on the Endpoint details screen > Contact tab.

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You can add/remove/modify personal contacts on this screen.

Corporate Contacts

Corporate contacts are determined based on the other Users in the app user's Customer. For example, in the screenshot above, the app is signed in with a user in the Evo customer

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We can see that the list of corporate contacts includes Alex and Patrick who are both in the Evo customer.

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By default, only Users (SIP or Soft Phone) that are in the App users's Customer (or children of it) are included.

In the screenshot above however, you will notice that Una Malan is included who is in the parent Main customer. This is because Una's Contact List Visibility is set to Current Customer and Children on the Endpoint details screen.

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One final thing to note is that any Teams which are visible will show up in the Contact list as well, for example:

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Calling or Messaging a Team will call/message all members in that team.


Activity

The Activity tab shows any notifications that are relevant to the signed in user. This includes

  1. Voicemails received on any incoming phone number
  2. Incoming/outgoing calls
  3. Push notifications that are sent to the app
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You can inspect a Notification by tapping on it and actions specific to that notification will show up, for example:

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Notifications are always shown in order from most to least recent and are pulled in chunks of 20. To load more tap the "Load More" button which shows up at the bottom when there are more notifications to display.