Login

After successfully installing the CloudieConnect Desktop application in your Windows or MacOS system, you will be able to view the below Login screen:

You can login using any of the below methods:

• Login with Username and Password (this is your manager portal login)
• SSO (Microsoft/Google)

Login with Username and Password

Follow these steps to securely log in to the CloudieConnect Desktop using your username and password:

• On the login screen, enter the Username you use to login to the manager portal.
• Click on Next.
• Enter your Password in the password field.
• Click the "Login" button.

Forgot Password?

If you are unable to log in or have forgotten your password, you can reset it by clicking on the "Forgot Password?" link in the Login page.

• Enter your Username and click on Continue.
• The password recovery instructions will be sent to you on your registered Email address.

Make Audio Calls

CloudieConnect makes it easy to connect with your contacts through high-quality audio calls. Follow these simple steps to start an audio call:

• Go to the Contacts or Recents section or to a particular Contact’s detail screen.
• Tap the Phone icon next to the contact you want to make an audio call to.
• You can also make audio calls using the keypad provided in the App.
• Click the Keypad icon from the sidebar.
• Use your mouse or keyboard to enter the phone number you want to call.
• You can either select any Contact from the Search results or enter the whole number directly.
• Tap the Phone icon in the Keypad screen to make an audio call to the entered number.

Once a call is placed, the ongoing audio call screen will appear as shown below, giving you easy access to in-call controls and features.

Send SMS/MMS

With CloudieConnect, you can easily send and receive text messages directly from the app. Use the SMS feature to stay connected with your contacts even when a call isn't necessary. To send SMS from the app, follow the following steps:

• Click on the Messages icon from the sidebar Menu.

1. To send a new message click To:
2. To change the sent from SMS number, click From: <your number>
3. To respond to an existing thread navigate to the thread on the left side

Configure Sound Settings

You can personalize your audio tones so you never miss an important call or notification on the CloudieConnect Desktop. You can enable or disable ringtone, alert and dial pad tone based on your requirements. Use the steps below to update the sound settings:

• Click on the Settings icon in the bottom left corner of the application.
• Access Application Settings.

• Turn Ringtone, Alert, and Dial Pad Tone on or off based on your preferences.

Change Input and Output Audio/Video Devices

CloudieConnect allows you to easily select the input and output devices for both audio and video during calls or conferences. You can customize your experience by choosing the devices that work best for you, such as a headset, microphone, speakers, or camera.

• Click on the Settings icon in the bottom left corner of the application.
• Access Devices.

• Under Audio, select the Input and Output Devices you want to use for input and output respectively.
• Under Video, select the Input and Output Devices you want to use for input and output respectively.
• You can also control the volume level of the selected input and output devices as per your requirement using the scroll bars for these devices.
• Under the Headset Integration section, you can configure supported headsets to control key call actions such as answer, hang up, mute, and volume—enabling a streamlined, hands-free calling experience.

Share Application Logs

To help us diagnose and resolve issues more efficiently, you can easily share app logs directly from the CloudieConnect application. These logs contain important technical information about recent activity, which our support team uses to identify and fix problems quickly. Please follow the steps below to share your logs securely with the Support team:

• Click on the Settings icon in the bottom left corner of the application.
• Navigate to Debugging Logs.

• Enable the Call Stats.
• Perform the steps/scenario where you are encountering a problem.
• Click on Download Logs.
• The logs will be downloaded to your device.

You can also access the Send logs to support option if you are instructed to do so by support, which will automatically upload the application logs in the system and your support team will be able to troubleshoot the issue you are facing and reach out to you for its resolution.

• Enter the problem you are facing and hit Send.
• The application logs will be automatically uploaded from your system to your server, enabling your support team to efficiently diagnose and resolve any issues you encounter.

Enable Headset Support

With CloudieConnect, you can easily enable support for most headset brands, follow the following steps:

• Click on the Settings icon from the sidebar Menu and Devices

CloudieConnect Supports:

• Jabra
• Poly
• Sennheiser
• Yealink

Manage Voicemail Greetings

With CloudieConnect, you can easily manage your voicemail greetings, follow the following steps:

1. Click on the Greetings icon from the sidebar Menu
2. Add a new greeting
3. Play a greeting
4. Select a greeting
5. Delete a greeting

Manage Answering Rules

With CloudieConnect, you can easily manage your answering rules, follow the following steps

1. Click on the Answering Rules icon from the sidebar Menu
2. Turn the rule on or off
3. Move the rule up or down to change the order

Manage Voicemails

With CloudieConnect, you can easily manage your voicemails, follow the following steps

1. Click on the Voicemail icon from the sidebar Menu
2. New voicemails
3. Saved voicemails
4. Deleted voicemails
5. Download selected voicemail
6. Return the selected call
7. Forward selected voicemail
8. Additional voicemail details
9. Delete the selected voicemail