How do I use the Hosted PBX Unified Mobile?

Your Cogeco Hosted PBX phone service can be used to make or receive calls from your desk phone, your PC or MAC, and your mobile devices.

For this to work on your mobile or tablet, you need to install the Hosted PBX Unified Mobile app. This guide will help you to do that.

Note: Some screenshots may vary between devices or when in dark mode.

Ensure Your Device is Compatible

Hosted PBX Unified Mobile works on:

• Android phones and tablets using version 6.0 or later
• iOS devices running iOS 13.0 or later

Video calling only works on devices that have a front-facing camera.

Find Your Password

You will need your Cogeco Hosted PBX Customer Portal user number and password to start using Hosted PBX Unified Mobile. If you don’t have this information, our Business Solutions specialists can help you.

Download and Install the App

Search for Max UC in the Google Play Store or iOS App Store and download the app to your device.

Check the Terms & Conditions and touch Accept & Continue.

Tap Open on the app and select Cogeco as your Carrier. Enter your Cogeco Hosted PBX Customer Portal user number and Password and tap Log in.

If you want to have the ability to switch calls to your own cellular network (for example, if you move to an area with poor Wi-Fi connection during a call made on Hosted PBX Unified Mobile) enter your own mobile phone number and tap Continue.

Exploring Hosted PBX Unified Mobile

Hosted PBX Unified Mobile is like having your desk phone on your mobile. You can make and receive calls, hold calls, transfer calls, and make three-way calls. You can even push and pull calls from your phone to other twinned devices, mid-call.

You can also use Hosted PBX Unified Mobile to send messages to other people in your corporate directory who are using a Hosted PBX Unified app (on any device).

Hosted PBX Unified Mobile uses the Wi-Fi, broadband or mobile data services available, so you can make and receive calls without using your mobile minutes. Mobile network conditions may affect Hosted PBX Unified Mobile.

You can access the Hosted PBX Unified Mobile features using the Contacts, Phone, Chat and Meetings tabs.

Contacts Tab

Hosted PBX Unified Mobile assembles a contact list for you to use. Select the Contacts tab to view your Contacts list. Depending on how your service is set up, the Contacts list may include:

• Contacts that you type into the Hosted PBX Unified Mobile app
• Contacts stored on your mobile device
• Contacts in Customer Portal contacts
• Contacts in your corporate directory

1. The contact’s status appears in a speech bubble next to their profile picture.
2. Tap on a contact to access Call, Chat and Meeting options.
3. Tap on the Plus icon to add new contacts.

Phone Tab

Tap on the Phone tab to make a call, view your Call History and listen to Voicemail.

To make a call, tap on a contact and select the number to call or tap on the Dialer icon and enter the number.

VoIP 9-1-1 Service features may differ from traditional wireline 9-1-1 services.

If the person you are calling has caller ID, they will see your individual Company phone number.

The Voicemail tab shows the messages received.

• Tap on the Play icon to listen to a voicemail.
• Tap on the Voicemail entry to see Call, Meetings and More options.
• Tap More to access Add contact, Mark as Unheard or Delete Message.

If you have a fax message, the Faxes tab appears and you can tap on it to see the fax.

Chat Tab

Tap the Chat tab to use Instant Messaging.

Tap on a contact to continue a previous conversation or click on the New message icon and choose a contact to message.

From within the chat window, you can start or continue a conversation, send files, call a contact, or add one or more participants to a conversation. Your Instant Messages automatically sync to all of your Hosted PBX Unified devices.

Meetings Tab

Select the Meetings tab to Create or Schedule a Hosted PBX Unified Meeting, Join a Meeting or view Upcoming Meetings.

Receiving Calls

When someone calls your number, the Hosted PBX Unified Mobile app offers you the choice to accept or reject the call.

Depending on the other services you have from Cogeco you may also see the incoming call on your desk phone, on your desktop, or on a tablet device. You can answer the call on whichever device is most convenient for you.

During the Call

While a call is in progress you can use the call window to:

• Mute your microphone
• Access the Keypad
• Turn on the Speaker
• Put the call on Hold
• Invite a Favorites contact to join the call
• Add/Transfer the call allows you to make a second call and add the contact into a 3-way call or transfer the call
• Uplift the call to a Unified Meeting
• Access More options (send video or switch the call to another device).

You may receive another call while you are already on a call. Hosted PBX Unified Mobile gives you the option to:

• Hold the existing call and answer the new call
• End the existing call and answer the new call
• Ignore the new call

Transfer the Call

Tap Add/Transfer to send the call to another number. You can select a contact or type in a number to transfer the call to. You can also transfer the call to another of your devices running Hosted PBX Unified Mobile, without hanging up!

Switch the Call to Another Device

If the call has poor audio due to an unreliable Wi-Fi or mobile data service connection, tap More, then Switch and select This device (cellular) to move the call to your regular cell phone. Remember that the call will now start to use your mobile minutes.

Alternatively, you can choose to push the call to another of your devices running a Cogeco Hosted PBX Unified app, such as your desktop or your iPad. Tap More, then Switch and select Another device to push the call to whichever device is most convenient.

Call Pull

You can also pull calls from your other devices onto your mobile. If a call exists that can be pulled, the Hosted PBX Unified Mobile menu displays a Call Available to Pull option. Tap this option and follow the on-screen prompts to pull the call from your other device onto your mobile.

Video Calling

If the person you are talking to is also using a Cogeco Hosted PBX Unified app and your phone has a front-facing camera, you can add video to your call any time. Tap More, then Video to send your video. The other person will receive a prompt inviting them to switch on their video too. Click on the Video icon at any time to turn off your video feed.

Favorites

Tap the Star icon on a contact’s directory entry to add the contact to Favorites.

Favourite contacts appear in a banner at the top of the Contacts tab.

During a call, click on the Favorites icon to view your favourite contacts. Drag and drop a contact into the call window to set up a new call. When the contact answers, you can merge them into the initial call to create a 3-way call.

Call Notifications

When you minimize the call window, the notification banner at the bottom of the screen indicates the active call.

Android:

iOS:

Presence

Whenever one of your contacts is signed into their Chat account, Hosted PBX Unified Mobile displays their presence information on the Contacts, Phone, and Chat tabs.

• Available
• Away
• On the phone
• Busy
• In a meeting
• Do not disturb
• Offline

Profile & Settings

Click on your avatar in the top-right to access Call, Chat, Contact settings, and additional setup options. You can also configure your profile, send error reports and access Call Manager in the Profile & Settings window.

Call Manager

You can tell Hosted PBX Unified Mobile how to handle your incoming calls. Tap the Call Manager tab and select Available, Do Not Disturb, or Forward All Calls.

If you select Do Not Disturb, callers hear a recorded voice announcement saying that you are unavailable and are then connected to your voicemail. None of your devices will ring until you turn off Do Not Disturb, so be sure to use it carefully! Select Forward All Calls and, in the Forwarding number box, enter the number you want to forward all calls to.

Note that when you change your Call Manager settings, the change applies on all of your Hosted PBX Unified Mobile devices.

Emergency Calls

Hosted PBX Unified Mobile lets you make calls from anywhere on the most convenient device. If you place a 9-1-1 call from Hosted PBX Unified Mobile, the 9-1-1 operator may not be able to identify where you are calling from. Learn more about 9-1-1 Emergency Service Limitations.