1. Download the Desktop App

The desktop application delivers faster load times, clearer calls, and keeps you logged in at all times. You can also use the web app directly at app.net2phone.com.

2. Calling and Contacts

• To place a call: Click the Dialpad button in the top right, or select a contact and use the Call button in the middle pane.
• To receive a call: Inbound calls will appear on your screen automatically.
• Voicemails: View and listen to voicemails in the Activity tab.
• Contacts: Use the Contacts section to manage internal and external contacts.

3. Messaging

• Communicate internally with team members directly.
• Send messages to customers using your personal or a shared inbox phone number. (This applies to accounts with 10DLC registration.)
• To compose a message: Click the Compose New Message button, choose your recipient, and select which number you want to send from.
• View your conversations: Messages are visible in the middle pane after you select the Activity or Interactions tab on the left.
• Shared Inboxes: For more detailed instructions, please refer to the Shared Inboxes user guide.

4. Video Conferencing with Huddle

Huddle makes it easy to create and run video meetings for your team and clients.

• Start Instantly: Click the video camera icon to begin a Huddle conference right away.
• Schedule a Meeting: Use the Google integration to schedule a Huddle meeting directly from your calendar.
• Powerful Features:
  • AI Transcription: Automatic transcripts of your meetings (available with Professional and Ultimate plans).
  • Record Meetings: Capture important discussions with video recording.
  • Engagement Tools: Use polls, chat, and breakout rooms to keep participants engaged.
• Flexible Access: Guests can join meetings using a traditional dial-in number, and Huddle is also available in the mobile app.

5. Settings and the Classic App

Some features have moved to the new web app, but don't worry: your Classic App data is still available.

You can access most of the familiar settings and history by logging in at settings.net2phone.com. You can also find them by clicking your avatar in the new web app and going to the Control Panel.

Here's a quick overview of what you'll find there:

• Company and Admin Settings: Manage team members, ring groups, licenses, and phone number registrations.
• Call History: View your classic call history, voicemails, and recordings. This information is also available in the new web app.
• Call Queues: Create, edit, and manage your call queues just like before.
• Other Features: Your Receptionist Console, Huddle, and Wallboards can also be accessed from the Control Panel.