Switchvox Mobile Guide
You may also want to set up your smartphone as a Converged Phone, so that you can easily record and transfer your calls.
Getting Started
You can use Switchvox Mobile with your Switchvox PBX, or in Demo Mode. If you use Demo Mode, you can't make any changes or make any calls via Switchvox. But Demo Mode has sample data, which lets you see the features of Switchvox Mobile even if you do not yet have a Switchvox PBX.
To set up Switchvox Mobile to use your Switchvox, turn Demo Mode OFF, and then enter the information about your Switchvox.
The Server is the IP address or domain that can be reached by the phone. Ask your Switchvox Administrator for this information.
The Username and Password are your extension number and your password that you use to access your Switchvox Voicemail and log into the Web Tool Suite.
The Mobile Number is used when you make a call via Switchvox. Switchvox dials this phone, then when you answer, Switchvox dials the call.
You should be using Switchvox SMB version 4.5.2 or later. If you are unsure about this, ask your Switchvox Administrator.
Switchvox Mobile and Your Network
Most likely, your Switchvox is on a private network (a VPN). If that's the case, you will need to connect your smartphone to that network before you can use Switchvox Mobile. For more information about this, please see Switchvox Mobile and your Network.
Notifications
Switchvox Mobile's icon has a red notification that indicates the total number of your Switchvox unread voicemail messages and missed calls. If you listen to your unread voicemail messages, or go to your Calls list, then the notification is removed. The Voicemail icon indicates the number of unread voicemail messages. A message is considered read if you have listened to it (selecting the message, or viewing the details, does not mark the message read).
Manage Greetings
You can manage your Switchvox Greetings from Switchvox Mobile. Greetings are played when a Switchvox call is sent to your voicemail. Greetings include custom recordings, and your recorded name.
If you have not recorded a custom greeting or your name, Switchvox reads your extension to the caller.
To activate a greeting, tap Greetings, then tap the Name of the greeting, then tap Activate.
To make your Busy greeting the same as your Unavailable greeting, tap On for Use Unavailable.
To use a different Busy greeting your Unavailable greeting, tap it OFF, then you can activate or record a Busy greeting. The Busy greeting plays when you are on the phone and the call is sent to your voicemail. The Unavailable greeting plays when you are not on the phone, but the call goes to voicemail.
To listen to a greeting, tap the name of the greeting, then tap Play.
To turn the speaker on and off, use the Handset/Speaker toggle.
Check Voicemail
You can check your Switchvox Voicemail from Switchvox Mobile, and easily call someone back. Your 20 most recent voicemail messages are listed.
To play a voicemail message, tap Voicemail, then double-tap the message.
To see all of the details about a message, tap the message's blue arrow (or select the message then tap Show details).
To call back the phone number on the message, tap the message's blue arrow, then tap Place Call.
To delete a voicemail message, tap the message, then tap Delete.
To turn the speaker on and off, use the Handset/Speaker toggle (iPhone).
Activate Call Rules
You can activate, deactivate, or disable your Switchvox Unanswered Call Rule Sets from Switchvox Mobile. If you want to change or delete a Rule Set, or re-order your Rule Sets, you must log into your Switchvox Web Tool Suite.
When you receive a call, your Rule Sets are evaluated and followed from top to bottom. However, an Active Rule Set is always evaluated first, and a Disabled Rule Set is always ignored.
To activate or deactivate a Rule Set, tap its Name.
If you want the rule set to be Active, select the date and time that the activation should end, and then tap Activate.
If you want an Active Rule Set to no longer be Active, tap Deactivate.
To disable an Active Rule Set, tap its Name, then tap Disable.
Making Calls
You can make calls from Switchvox Mobile in several different ways:
Voicemail Call back the person who left you a message. If the caller is an internal Switchvox extension, you must place the call via Switchvox. Otherwise, you can choose to use Switchvox or your smartphone.
Call Log Place a call to any number in your log. If the caller is an internal Switchvox extension, you must place the call via Switchvox. Otherwise, you can choose to use Switchvox or your smartphone.
Directory Call an extension in the Switchvox Directory. You can send an email, if you have set up an email account for this smartphone, and the extension contains an email address. Placing a call from the Directory requires that you call via Switchvox.
Dial pad Call any number from the dial pad. If the caller is an internal Switchvox extension, you must place the call via Switchvox. Otherwise, you can choose to use Switchvox or your smartphone.
Note: When you make a call via Switchvox, you are making the call using your own extension. Switchvox first places a call from your extension to your smartphone, then if you Accept the call, Switchvox dials the requested phone number. If you do not Accept the first call, the second call won't be placed.
Call Log ( Calls)
Your Call Log on Switchvox Mobile contains calls for your Switchvox extension, not just calls that have been made from Switchvox Mobile. Missed calls are shown in red. Incoming and outgoing calls are indicated with different icons. Call Logs are collected for the past 14 days, with up to 30 calls listed.
Receive Calls
Switchvox Mobile does not receive calls coming into your Switchvox extension. To send your incoming Switchvox calls to your smartphone number, set up your Call Rules (Features > Call Rules in the web suite).