Connect UC Guide

What is ConnectUC?

ConnectUC is a unified communications application that brings together phone calls, voicemail, chat, SMS, fax, and video meetings in one place. You can use it directly in a modern web browser or install the dedicated desktop app on Windows or Mac.

Signing In

Open your browser and go to: https://app.connectuc.io

Sign in with your UCaaS credentials. Your username is formatted as extension@pbxdomain (for example, 101@yourcompany).

On your first login you will see a banner asking you to allow ConnectUC to play audio. Click Allow so incoming call ringtones work correctly. You may also be prompted for camera or microphone permissions the first time you start a video call.

Navigating the App

All features are accessible from the left-side navigation menu. The icons represent:

The Dial Pad button at the bottom-left is always visible and lets you place a call from any screen. Your user avatar at the top-left opens your Settings and Preferences.

Desktop App

The ConnectUC Desktop app has the same features as the web version, plus support for headset call controls. To download it:

1. Sign in to the web app and click your user avatar.
2. Go to Preferences > Apps.
3. Download the installer for Windows (.exe or .msi) or Mac (.dmg) and run it.

Making a Call

There are three ways to start a call:

• Click the + New button in the upper-left menu and select New Call.
• Click the New Call button at the top of the Calls tab.
• Click the Dial Pad icon at the bottom of the left menu (available on every screen).

In the dialer, type an extension or phone number, or search by contact name. If a contact has only one number it dials immediately; if they have multiple numbers, you will see a list to choose from.

Caller ID Selection

If you have multiple phone numbers assigned to your account, a Dialing from: selector appears at the top of the dialer. Use the drop-down to choose which number to display to the person you are calling.

Active Call Controls

Transferring a Call

Click TRANSFER, then choose a contact or enter a number. Select the transfer type:

• Blind Transfer — the call is sent directly without speaking to the recipient first.
• Attended Transfer — speak to the recipient first, then click Complete Transfer when ready.
• Transfer to Voicemail — sends the caller directly to a contact’s voicemail box.

Conference Calls

1. During an active call, click ADD CALL.
2. Dial the number or extension to add, then click Add To Call. The first caller is placed on hold.
3. Use MERGE to combine everyone, SWAP to switch between calls, or DROP to remove a specific party.

Call Recording

Click RECORD to start recording. You can PAUSE or STOP at any time. To play back a recording, go to the Calls tab and click a call entry with the audio wave icon.

Quick Reply (Missed Calls)

When a call comes in from a company contact or an SMS-capable number, you can decline and send a quick text without answering:

1. Click the Quick reply options button while the call is ringing.
2. Choose a pre-written response or type your own message.
3. The message is delivered as a Chat message (internal contacts) or as an SMS (external numbers).

Viewing Voicemails

The Voicemail tab shows messages newest to oldest. A red number badge indicates unread messages — it clears once you open the voicemail. Click the Filter icon to show only Read or Unread messages.

Listening to a Voicemail

Click any entry to open it. From the detail view you can:

• Play the message using the play bar (drag to skip to any point).
• Download the audio file.
• Read the transcription (if enabled by your administrator).
• Call the number back by clicking the Call icon.
• Forward the voicemail using the Forward Voicemail button.
• Delete the message using the trash can icon.

Deleting Voicemails

To delete a single voicemail, hover over the entry and click the trash can icon. To delete multiple messages at once, click the avatar for each one and select Delete at the top of the list.

Shared Voicemail

If your number is shared with other users, click the arrow next to the Voicemail tab header to choose which mailbox to view. All shared voicemail numbers are shown by default.

Voicemail Settings

Go to user avatar > Preferences > Voicemail to manage your greeting, PIN, transcription options, email notifications, and more. See Section 13 (Settings & Preferences) for full details.

Call parking lets you hold a call in a shared slot so anyone can pick it up from any phone or ConnectUC client.

Parking a Call

1. While on an active call, click PARK.
2. Choose Auto Park (first available slot) or select a specific park slot.
3. A confirmation message tells you the slot number and the code to dial from a desk phone to retrieve the call.

Picking Up a Parked Call

A red badge on the Parking tab indicates one or more parked calls are waiting. Click the Parking tab to see all currently parked calls, how long each has been waiting, and a Pickup button for each. Click Pickup to take the call.

Starting a Conversation

Click into the Select contact… field at the top of the Chat tab, type a name or choose from the list, and press Enter. Type your message at the bottom of the screen to start the conversation.

Group Chat

To include multiple people in the same conversation, select more than one contact in the Select contact… field before sending your first message. Everyone you add will receive all messages.

Calling and Meeting from Chat

Icons in the top-right corner of any conversation let you:

• Call — start an audio call with that person.
• Meet — launch a video meeting (this is the only option for group conversations).

Notification Badge

A red number on the Chat tab shows how many unread messages you have. Opening the conversation marks it as read. You can also mark all messages as read by clicking the … button at the top of the conversation list.

To silence notifications for a specific conversation, click the mute icon in the top-right corner of that conversation.

Sharing Content via Chat

You can share voicemails, faxes, SMS messages, and contacts directly in a chat:

1. Navigate to the relevant tab (Voicemail, Fax, SMS, or Contacts).
2. Select the item and click the Share button.
3. Choose one or more recipients and optionally add a comment.
4. Click Share. The recipient will see the content in their Chat tab.

Sending a New Message

1. Click the New SMS button next to My SMS Number at the top of the SMS tab.
2. Type or search for a contact, or enter a phone number directly.
3. Type your message and press Enter or click Send.

If you have multiple SMS numbers assigned, click Select a number when creating the message to choose which number to send from.

Group SMS

To message multiple people in one conversation, enter additional numbers separated by commas, or press Tab after each number. Group SMS conversations support up to 9 total participants (including yourself).

Attachments and Emojis

Click the paperclip icon to attach a file or the emoji icon to insert an emoji. Supported file types include images (JPG, PNG, GIF), documents (PDF, Word, Excel, PowerPoint), audio, and video files up to 10 MB.

Blocking and Unblocking Numbers

• Reply with BLOCK to stop receiving messages from that number.
• Reply with UNBLOCK to resume messages from a previously blocked number.
• Reply with MSGBL to view your current block list.

Shared SMS Numbers

If your SMS number is shared with colleagues, a Shared icon appears next to SMS in the left menu. All users on a shared number see messages sent and received after they were added. Each user’s name and avatar appear in the conversation thread so you can tell who sent each message.

Types of Contacts

Favorited contacts appear at the top of your list. Use the drop-down filter to show just one category, or search by name or number.

Adding a Contact

1. Click the + button above the contacts list.
2. Fill in the name, company, title, phone numbers, email, address, and optionally a profile photo.
3. Click Save. The contact appears under My Contacts.

Contacting Someone

Click any contact to open their details page. From there you can:

• Call them using the Phone icon or their phone number link.
• Send a Chat message using the Chat icon.
• Start a Video Meeting using the Meet icon.
• Add them to Favorites by clicking the Star icon next to their name.
• Share their contact card with a colleague using the Share button.

Caller Insights

When a contact calls you, ConnectUC automatically matches the number and shows a link to Caller Insights — a full communication history with that contact (calls, voicemails, and SMS). You can also open Caller Insights mid-call by clicking the caller’s avatar in the active call window.

Importing and Exporting Contacts

Go to user avatar > Preferences > Contacts to import or export contacts as CSV files. Click Export for your Personal or Shared contacts, or use Select a file to import a CSV in the same format.

Sending a Fax

1. In the Fax tab, click the + button next to your Fax Caller ID.
2. Enter the recipient’s fax number in the Destination field, or search for a contact. Use the Only Contacts with Fax # filter for faster searching.
3. Optionally add a cover page — type text directly or attach a cover page file.
4. Attach the document you want to fax by clicking the File Name field (drag and drop or browse). Total attachments including the cover page cannot exceed 10 MB.
5. If you have multiple fax numbers, choose the outbound Caller ID from the drop-down.
6. Click Send.

Managing Faxes

Use the left-side menu in the Fax tab to switch between:

• Inbox — all inbound faxes you have received.
• Sent — all outbound faxes you have sent.

When viewing a fax, the icons in the top-right corner let you view, download (with or without a confirmation page), print, or delete it. A red information icon on an outbound fax entry indicates a delivery issue.

Your Personal Meeting Room

Every user has a permanent Personal Meeting ID that acts like a virtual conference room — it’s always available and never changes. Share your Meeting URL with anyone you want to invite.

Joining a Meeting

• Click a meeting in the left panel of the Meetings tab and select Join Meeting.
• Or enter the Meeting ID in the search bar at the top of the Meetings tab and click Join.

Before entering the meeting you can configure your microphone, camera, and background. To join with audio disabled, click the arrow next to Join Meeting and choose Join without audio.

Creating a Meeting

1. Click New Meeting in the top-left of the Meetings tab.
2. Give the meeting a name.
3. Optionally add moderators, enable the Waiting Room, and toggle whether the meeting is Shared (visible to all colleagues) or private (invite only).
4. Click Create.

In-Meeting Controls

Additional settings (virtual backgrounds, subtitles, keyboard shortcuts) are available through More Settings at the top of the meeting window.

Shared Meetings

Shared meetings are visible to all users in your organization and are identified by a group icon. Anyone in the company can search for and join a shared meeting without a direct invite.

What Are Speed Dials?

Speed Dials are customizable shortcut buttons displayed in a bar on the side or bottom of the ConnectUC screen. A speed dial can dial a number, call a saved contact, or open a URL with a single click.

Creating a Personal Speed Dial

1. Go to the Calls tab and click the Gear icon on the right side.
2. Click + Add Speed Dial.
3. Set Type to Personal.
4. Choose the Button Type:
   • Speed Dial Number — dials a specific phone number.
   • Contacts — calls a saved contact.
   • URL — opens a web address.
5. Give the button a name, choose a color and icon, then click Save.

Managing Speed Dials

Return to the Gear icon to edit (pencil icon) or delete (trash can icon) any speed dial. You can also reposition the speed dial bar (side or bottom) and control which pages it appears on.

What Is Companion Mode?

Companion Mode lets you use ConnectUC as a controller for another registered phone on your account — such as a desk phone. When active, calls made or received on the desk phone are reflected in ConnectUC, giving you access to Hold, Transfer, Park, and other controls from your computer.

Enabling Companion Mode

1. Click your user avatar at the top-left to open the side menu.
2. Toggle Companion Mode on.
3. From the device drop-down, select the desk phone you want to control. A green dot means the device is registered and ready; a red dot means it is unavailable.

A banner at the top of the screen confirms that Companion Mode is active.

Companion Mode Settings

For additional settings, go to user avatar > Preferences > Calling:

• Remember Companion Mode state between sessions — ConnectUC remembers whether it was on or off the last time you logged in.
• Companion Mode Ringing — choose whether only the desk phone rings, or both the desk phone and ConnectUC ring for incoming calls.

Generating a Transcription

1. Go to the Calls tab and find a recorded call (look for the audio wave icon).
2. Click the call entry to open the details.
3. Scroll to the bottom and click Generate Transcription.
4. A text transcript of the conversation will appear. Use the Copy button to copy the full text.

Generating a Summary

1. On the same call details screen, click Generate Summary.
2. An AI-generated summary of the call will appear below the transcription.
3. Use the Copy button to copy the summary text.

Both the transcript and summary can be shared with colleagues via the Share button on the call entry. See Section 2 (Calls) for sharing details.

Access all your personal settings by clicking your user avatar in the top-left corner, then selecting Preferences.

Profile

Update your name, email, phone numbers, address, and profile picture. Set your display language, time format, and time zone. Change your sign-in password under Account Settings.

Status, Do Not Disturb & Notifications

Click Update your Status to set a custom emoji and status message that coworkers can see. Click the grey X to clear your status.

• Do Not Disturb (DND) — silences both calls and notifications simultaneously.
• Disable Calls — stops incoming calls from ringing without affecting notifications.
• Disable Notifications — suppresses pop-up notifications without affecting calls.

Audio & Video Devices

Under Preferences > Audio, choose your microphone and speakers, adjust ring and notification volume, and test your audio. Under Preferences > Video, select your camera and preview your video before meetings.

Answering Rules

Answering Rules control how incoming calls are routed. Go to Preferences > Answering Rules to:

• Set Active Hours — define your working hours so after-hours calls follow a different rule.
• Add a Rule — choose Ring My Extension, Forward to a Number, Ring Simultaneously, or Send to Voicemail.
• Call Forwarding — forward all calls or unanswered calls to another extension or external number.

Blocked Numbers

Go to Preferences > Blocked Numbers to view numbers you have blocked from calling or messaging you. Use the Add button to block additional numbers, or click the trash icon to unblock a number.

Voicemail Settings

Under Preferences > Voicemail you can:

• Record or upload a personalized voicemail greeting.
• Enable or disable voicemail transcription (if available on your account).
• Set the voicemail PIN used to access messages by phone.

Notifications

Under Preferences > Notifications, configure browser notification settings for incoming calls, new voicemails, new chat messages, and new SMS messages. You can enable or disable each category independently and control sounds.

Mobile Apps

The ConnectUC app is available for iOS and Android, giving you full access to calls, voicemail, chat, and SMS from your smartphone.

• iOS: Search for ConnectUC in the Apple App Store.
• Android: Search for ConnectUC in the Google Play Store.

Log in with the same extension@pbxdomain credentials you use on the web or desktop app. The mobile app supports push notifications so you receive incoming calls even when the app is in the background.

If you experience a problem with ConnectUC — such as poor call quality, a missing feature, or unexpected behavior — here is how to get help quickly.

Report from Inside the App

1. Click the Help icon (question mark) in the bottom-left navigation.
2. Select Report a Problem.
3. Describe the issue, including what you were doing when it happened and any error messages you saw.
4. Optionally attach a screenshot.
5. Click Submit. Your report is sent directly to your system administrator.

Quick Checks Before Reporting

These steps resolve the majority of common issues:

• Refresh the page or restart the desktop app.
• Check your internet connection — a stable connection is required for calls and video.
• Check your audio devices under Preferences > Audio to make sure the correct mic and speakers are selected.
• Clear your browser cache if using the web app and experiencing display issues.
• Check Do Not Disturb — if calls are not ringing, DND may be enabled.
• Verify your answering rules — call forwarding rules can redirect calls unexpectedly.

Contact KMB Connect Support

If you cannot resolve the issue yourself, contact the KMB Connect support team:

ConnectUC supports Single Sign-On (SSO) with Microsoft O365, allowing users to sign in using their existing Microsoft credentials instead of entering their PBX username and password each time. This works similarly to the “Login with Microsoft” option found in apps like Slack.

Setting Up Microsoft SSO (First Time)

1. Open ConnectUC and go to the sign-in page.
2. Click Login with Microsoft.
3. Enter your Microsoft O365 credentials (email and password) when prompted. This links your Microsoft account to your PBX account.
4. You will then be asked to enter your PBX Portal credentials once — this is a one-time step to complete the link.
5. Once linked, you are signed in. Future logins only require the Login with Microsoft button.

Signing In After Setup

1. Open ConnectUC and go to the sign-in page.
2. Click Login with Microsoft.
3. If your Microsoft session is active, you are signed in immediately. If not, enter your Microsoft credentials when prompted.

Troubleshooting SSO

• SSO button not visible? Microsoft SSO must be enabled for your organization by your administrator.
• Login fails after setup? Sign out fully and try the Login with Microsoft button again. If it still fails, sign in with your standard PBX credentials and contact KMB Connect support.
• Wrong Microsoft account linked? Contact KMB Connect support to unlink the account so the setup process can be repeated with the correct Microsoft credentials.

The ConnectUC mobile app brings your business phone system to your iOS or Android device, giving you full access to calls, voicemail, chat, SMS, fax, and video meetings from anywhere.

Installing the App

Search for ConnectUC in your device’s app store, or use the direct links below:

Signing In

Open the app and sign in with your UCaaS credentials: extension@pbxdomain (for example, 101@yourcompany). This is the same login used on the web and desktop app — not your admin portal account.

When prompted, allow the app’s permissions for notifications, microphone, and camera. These are required for calls and video meetings to work correctly.

Navigating the App

The bottom navigation bar provides access to all main features. The blue dial pad button in the bottom-right corner is always visible and lets you place a call from any screen.

Tap your avatar (profile image) in the top-left corner to access Preferences, Do Not Disturb, and Sign Out.

Calls

The Calls section has three tabs:

• Call History — view recent calls, filter by missed/answered, and tap any entry to call back. Missed calls are highlighted in red.
• Park — view parked calls and tap Pickup to retrieve one. Parked calls visible to you depend on your site assignment.
• Meetings — create, join, and manage video meetings. Tap + New → New Meeting to start one. Use the meeting ID to join an existing session quickly.

During an active call you have access to: mute, dial pad, hold, transfer, add a call, speakerphone, record, and end. Tap Back to app to navigate while keeping the call active — a banner at the top lets you return to call controls at any time.

Voicemail

The Voicemail tab shows all received messages with a red badge for unread counts. Tap any message to play it, call back, share as an audio file, or delete. If voicemail transcription is enabled on your account, a text version of the message is shown automatically.

Contacts

Browse, search, and add contacts from the Contacts tab. Tap a contact to call, message, or add them to favorites (star icon). Use the drop-down at the top to filter by contact type. Local device contacts can be shown or hidden under Preferences → Contacts.

Messages

The Messages section contains three tabs:

• SMS — view and reply to text conversations. Tap + New to start a new SMS. Use the drop-down at the top-left to switch between multiple SMS numbers if you have more than one assigned.
• Chat — internal messaging with other ConnectUC users. Tap + New → New Chat to start a conversation or group chat.
• Fax — send and receive faxes. Tap + New → New Fax, enter the destination number, attach your document, and optionally add a cover page. Sent faxes appear in the Sent tab.

Preferences & Settings

Tap your avatar in the top-left corner and select Preferences to access:

• Profile — update name, photo, contact info, and password. Set a preferred callback number here if you want to dial out using a different number.
• Calling — configure Network Switching Strategy (If Needed / Always / If Different) and RTP Priority (prefer Wi-Fi or mobile data). Set to Always + Prefer Mobile Data if you frequently switch between Wi-Fi and cellular.
• Answering Rules — set ring duration, create forwarding rules, and manage time frames. Tap Add Rule + to create a new rule.
• Blocked Numbers — manage your block list and allow list, including auto-blocking anonymous callers.
• Notifications — control sounds and vibrations for incoming calls, voicemail, SMS, and chat. Set a custom ringtone here.
• Voicemail — record or upload a greeting, set your voicemail PIN, and configure unified messaging alerts.
• Music on Hold — enable/disable hold music and configure an optional introductory greeting.

Troubleshooting & FAQs

• Missing features like DND? Update the app to the latest version and sign out/in to pull the newest configuration.
• DTMF (dial-pad digits) not working? Sign out and back in to refresh the app configuration.
• Buttons cut off at bottom of screen? Check phone display settings — reduce text size and disable display zoom under Settings → Accessibility.
• SMS tab not visible? SMS for mobile must be enabled by your administrator in DashManager → PBX → ConnectUC Settings.
• Lock button ends calls (iPhone)? Go to Settings → Accessibility → Touch and enable Prevent Lock to End Call.
• 2FA not working? Two-factor authentication is not currently supported on the mobile app.
• Can I use the same login on multiple devices? Not recommended — this can cause ringing, presence, and notification issues.
• Does the mobile web browser version work? No — calling does not work in a mobile browser. Use the installed app.

If problems persist after these steps, contact KMB Connect Support and include a Reference ID by tapping your avatar → Report an Issue before calling. This gives support access to your device logs.