8x8 - Work Desktop App - Quick User Guide

Summary

Get familiar with the Desktop App that provides the full functionality of the 8x8 phone system.

Instructions

Installation (if needed)

If you don’t already have the 8x8 Work Desktop App installed, you can install it yourself by following the instructions found here. Alternatively, you can raise a Service Request through our IT Service Desk portal and someone will contact you to help you install the app.

Click here for the video. Skip to 3:45.

Open the 8x8 application and log in using the Single Sign-On (SSO) option. You will use your Office 365 Credentials – the same username and password you use to login to your computer. (Your username is your email address)

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Place Your First Call

In the navigation bar, click the Search tab.
Type in any phone number or contact name.
In the search results, hover over the desired number or contact, and click the Call icon that appears to place a call.

You can also search for contacts in your call history, or dial a number using the dial pad in the Calls tab.

Check Call History

Under the Calls tab, you can view details on call history and voicemails.

Call logs indicate whether a call was missed, incoming or outgoing. Select a call log to view call details, duration and direction

Navigation

Call Using Desk Phone or App

If you are a user with a desk phone assigned to your extension, you can route calls through the app or through your desk phone. In the header, click the Call Using icon to select whether you want to:

Place and receive calls using your Virtual Office desktop app.
Place and receive calls using your desk phone while taking advantage of advanced call controls in the app.

Use IM and SMS

With Team Messaging on the Virtual Office desktop and mobile apps, collaborate with your colleagues via chat more effectively than ever before!

Communicate with company and external contacts, or with groups of colleagues in chat rooms for enhanced collaboration.

From the Messages tab, create chat rooms on demand, stay up to date on your team’s discussions, bring multiple teams together to collaborate, and more! In the desktop app, you can also view your list of chat rooms independently of your one-on-one chats.

Access Contacts

From the Contacts tab, access company and personal contacts for communication and mark contacts as favorites for quick access.

Your contacts are organized under:

Company: Connect with coworkers on your company’s phone system. You can also sort company contacts by department or location.
My Contacts: If you communicate often with contacts outside your company, you can create personal contacts visible only to you.
Favorites: Mark frequently used contacts for quick access

Under the Company sub-tab, click the Sort icon to quickly find contacts by department or location, or to view all company contacts in alphabetical order.

Connect Outlook Contacts

To easily organize and access phone numbers outside of your company directory, you can access your personal contacts from Outlook that are visible only to you.

Go to Settings > Contacts
Click Import from Outlook
Click OK to the Choose Profile prompt
Leave the default selections at the Import Outlook Contacts prompt and click Import

Your contacts from Outlook will be imported into the 8x8 system and will only be accessible to you. You might need to go back to this setting periodically to re-sync if you add contacts to Outlook after the initial sync.

Access Fax

Open the Fax tab to view and send faxes. You can view who sent the fax, how many pages were sent, and if there was an error while sending a fax.

**Please note that for this functionality to be available, you must be assigned a Fax number by your IT department. Please raise a Service Request if this functionality is a requirement in your position.

Collaborate Via Meetings

With 8x8 Video Meetings, host or participate in productive business meetings using the desktop app. Record meeting content, share your screen, and much more.