Desktop & Mobile App
Quick Start Guides

Desktop App Quick Links

Intermedia Unite Desktop App

The Intermedia Unite desktop app brings communication tools into one workspace so users can manage calls, chats, voicemail, meetings, files, and notifications from their computer.

Calling

Calling Modes

During first sign-in, the app prompts users to select how they want calling to work.

Computer softphone

The app works as the calling device. Users can handle calls from the desktop app using their computer and headset. A desk phone may still be used, but it is not required.

Desk phone controller

The app controls the physical desk phone. This gives desk phone users faster access to contacts, call history, voicemail, and call controls from the desktop interface.

Placing Calls

Users can place calls from several areas of the desktop app:

• Open the phone icon, enter a number with the dial pad or keyboard, then select the green phone button.
• Open a chat with a coworker and select the phone icon at the top of the chat window.
• Use call history, hover over a call record, and choose the phone icon.
• Use voicemail, hover over a message, and call back from the available options.

Call Flip

Call flip lets a user move an active call from one device to another, such as from the desktop app to a mobile phone.

• Select the call flip icon during an active call.
• The call is placed on hold while other assigned devices ring.
• Answer from the preferred device to continue the conversation.

Call Park / Pickup

Parking a call places it into a shared parking location so another team member can pick it up.

• Select the park icon during an active call.
• Listen for the parking extension announced by the system.
• Another user can dial that parking extension to retrieve the call.
• Desktop users may also see parked calls in the app and select one to pick it up.

Transfer a Call

The desktop app supports common transfer options:

Add a Caller

Users can create a three-way call by adding another participant during an active call. Select the add caller icon, choose or dial the next person, then merge the calls.

Team Chat

Send a Direct Message

• Select the plus icon near the search bar.
• Choose a new direct message.
• Search for the contact by name or email.
• Type the message and send it, or press Enter.

Create a Channel

Channels are group chats for multiple users.

• Select the plus icon.
• Choose a new channel.
• Name the channel and select privacy settings.
• Add users, type a message, and send.

Channel Privacy Settings

Text Formatting

The rich text editor allows users to format chat messages using bold, italic, underline, and list formatting.

Emojis and GIFs

Users can add emojis or GIFs by selecting the smiley face or GIF options below the chat message field.

Sending Files

• Select the paperclip icon below the message field.
• Or drag and drop a file into the chat window.

Filtering Files

Users can view shared files from a direct or group chat by opening the chat, selecting Files, then downloading or opening available file options.

Chat Notifications

Chat notification settings can be customized from the user avatar under Application Settings.

Presence

Status Descriptions

Presence shows whether users are available, away, busy, offline, in a call, screen sharing, or intentionally unavailable.

Changing Your Status

• Select the avatar in the bottom-left corner.
• Click the current status under the user name.
• Choose a status from the list.
• Optionally set a custom status message.

Voicemail

Checking New Voicemail

• Select the voicemail icon from the left sidebar.
• Messages appear by date.
• New messages are marked visually.
• Select a message to see details and use playback, chat, or callback options.

Deleting Voicemail

• Select the voicemail message.
• Click Delete.
• Confirm the deletion.
• Deleted voicemail is removed from all assigned devices and cannot be recovered.

Voicemail Notifications

Audio and visual voicemail notifications can be adjusted from the user avatar under Application Settings.

Call History

The call history page allows users to review all calls or missed calls. Hovering over a record reveals options such as call back, report spam, or block number.

Video Conferencing

Intermedia AnyMeeting Overview

AnyMeeting is included with Unite plans and provides video meetings, audio, screen sharing, and in-meeting chat. Chat conversations can quickly become meetings from inside the app.

Starting a Meeting

• Select the video camera icon from the left sidebar.
• Click Start new meeting.
• The meeting opens without participants until invite details are shared.

Starting a Meeting Through Chat

• Open an individual or group chat.
• Select the video camera icon at the top of the chat.
• The meeting starts and an invite link is sent to the chat participants.

Inviting Attendees

• Select Meeting info in the meeting window.
• Copy the invite details.
• Paste the information into chat or email for internal or external attendees.

Sharing Your Screen

• Select the monitor icon.
• Choose the screen or application window to share.
• Select Share.
• Use Stop Screenshare when finished.

Mute Controls

Users can mute or unmute themselves with the microphone control. Hosts can mute individual participants or mute all attendees.

Turn Webcam On or Off

Select the webcam icon during a meeting to toggle the camera on or off.

Conference Calls

Starting a Conference Call

Audio conference calls start the same way as a video meeting. The app acts as the conference bridge.

• Select the video camera icon.
• Click Start new meeting.
• Share meeting information with attendees.

Conference Call Controls

• Press *4 for available commands.
• Press *2 to lock or unlock the meeting.
• Press *5 to mute everyone except yourself.
• Press *6 to unmute yourself.
• Press *9 to start or stop recording when supported by the plan.

File Sharing

Intermedia SecuriSync Overview

SecuriSync helps teams store, manage, and share files securely with users inside or outside the organization. It can also help avoid large email attachments and supports controlled sharing.

Uploading Files

• Select the share or folder icon.
• Open the user’s file area.
• Use Upload or drag and drop files into the app.
• Create folders to organize files.

Collaborating With Teammates

• Create a folder.
• Name the folder.
• Select Share next to the folder.
• Choose users and permissions such as co-owner, modify, or view-only.
• Send the share invitation.

Sharing Files Via Web Links

• Navigate to the file.
• Select Get link.
• Choose permissions such as view-only or view and download.
• Create the link and copy it to share.

Password Protecting Web Links

• Open an existing web link or create a new one.
• Select Actions and edit link settings.
• Enable password protection.
• Set a password and optional expiration date.

Notifications

Users can customize audio and visual notifications for calls, voicemail, and chat messages by selecting their avatar, opening Application Settings, and checking or unchecking the preferred notification options.