4. Receiving calls
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Welcome!
This manual helps you to optimise the use of Chess Cloud PBX Mobile App (iOS), the Cloud telephone system by Chess.
We hope you enjoy working with Chess Cloud PBX!
Subject to alterations
Version 4 / 01/2026 (EN)
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Minimum app/OS requirements
Minimum SDK: 15.8
Minimum app version: 2.8.2
Rooted mobile phones will not be supported!
Supported browsers
We recommend the Safari and Google Chrome browsers.
Important
Starting with the iOS version 2.8.2, it is required that a browser is installed and enabled on the iOS device to allow users to log in. This ensures that all authentication processes work smoothly and securely, regardless of which browser is used.
Logging in for the first time
To use the app, you have to login with your Chess Cloud PBX username and password. These are the same credentials you would use at https://start.chesscloudpbx.com
Upon the first login, the app will guide you through the settings for
Permissions required for the app to work
Registration of the mobile number
These settings can be changed later on. Please be aware that without the proper permissions the app might not work as intended.
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Selecting a country for emergency calls and call-through
When you log into the app for the first time, it requires you to select
A country for emergency calls (the emergency number is selected depending on the country; if you are travelling to another country, change this setting)
A call-through country (used for initiating GSM calls; please be aware of phone charges and roaming costs)
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Giving permissions to the app
When you log into the Chess Cloud PBX iOS app for the first time, the app requires you to give access to
Microphone
This permission is required for the app to work.
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Local contacts
Video camera
Notifications
These permissions are not required for the app to work.
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Registering your mobile phone number
If you would like to receive calls via GSM, you can register your mobile phone number.
After you have entered your phone number and registered it, you will receive an SMS with a verification code which you will have to enter to complete the registration.
Please note that you are not required to register your phone number when logging in for the first time. You can skip it and always do it at a later time.
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Logging into the app
On subsequent logins, you can log into the app using Touch or Face ID if you have activated it during the first login.
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Using sessions
If you are logged into the Chess Cloud PBX app on any other device, you can choose to continue an active session with its settings, delete that session or create a new session.
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Once logged in, the first initial screen is the Favourites which matches the function keys of your extension.
In this view, you can
call someone from the list and
see their BLF status.
Overview
In this view, you can
Switch to Conferences
See that the user is in your pick-up group
Switch to History, Search, Dial pad or Settings tabs
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In this view, you can
join a subscribed conference (by calling the conference and entering the pin),
subscribe to a conference
and see detailed information about the conference.
Overview
In the Conferences view, you can
Switch to Favourites
Subscribe to a conference
See detailed information about a conference
Switch to History, Search, Dial pad or Settings tabs
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Subscribing to a conference
To subscribe to a conference:
1. Tap on the plus symbol in the upper right-hand corner in the Conferences view.
2. Search for a conference.
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3. Enter the PIN for the conference.
4. Tap on Subscribe.
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Showing detailed information about a conference
If you click on the info button next to a conference name, you can see detailed information about a conference.
In this view, you can
See the host
See the active members of the conference
See the internal and external phone numbers to dial into the conference
See the host and participant PINs
Unsubscribe from the conference
Go back to the Conferences view
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History
The History tab shows a list of recent calls. The call history is updated automatically; however, you can manually update it by swiping from top to bottom.
In this view, you can
Switch to Missed calles
Switch to Voicemails
Edit the calls (delete all or select some calls and then delete them). You can also delete a specific call by swiping across the call entry from right to left. It is also possible to delete a call entry if you click on the info button or the arrow symbol on the right; the Delete entry option is shown then.
See incoming calls (no symbol)
See missed calls (in red)
See outgoing calls (upwards-pointing arrow)
See information about the caller and when the call was made
See that the call has been transferred. If you click on the arrow, you can see who the call was transferred by.
Switch to Favourites, Search, Dial pad or Settings tabs
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Voicemail
In the Voicemeils tab, you see the list of the voicemails.
In this view, you can
See who left the voicemail and when
Forward the voicemail per email (a Forwarding window appears)
Delete the voicemail
Turn on the loudspeaker
Play the voicemail
Call the person who left the voicemail
Edit the voicemails (delete all or select some voicemails and then delete them)
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Search
In the Search tab, you can search for dial targets from the PBX as well as your phones contacts.
In this view, you can
Search for contacts, conferences and groups from the PBX. Please note that only the PBX contacts, conferences and groups are searched by default.
Search for contacts on the device you are using (only if you have given the Chess Cloud PBX app the permission to access local contacts)
Clear last searches (only the last ten search results are displayed)
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Search filter
You can perform a search in PBX contacts, conferences and groups or on your phone.
In this view, you can
Start a search by clicking on the looking glass and entering the name or number
Go back to the general search page by clicking on the filter symbol
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Searching for conferences
When you find the conference you have been looking for, you can
Subscribe to the conference
Join the conference (PIN required)
Go back to the general search tab
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Making a call
In order to initiate a call, simply click on any of your favourites, call history or search result. In case you want to dial a specific number, open the dial pad and type the number you want to dial.
When in a call, you can
See who you are in a call with and for how long
Open the options for the call
Mute the call
Open the dial pad
Select the audio output
Add another call
End a call
Switch to GSM (if you have registered a mobile phone number)
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Options in a call
If you tap the options button (2 in the previous image), you can
Switch to a video call
Hold the call
Transfer the call
End the call
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Making an interactive blind transfer
When you are in a call with someone and want to transfer the call to another person without asking the latter if the transfer is possible:
Tap Transfer call to... in the options menu.
The Transfer call? window appears.
Type in the name or the number of the contact you want to transfer the call to.
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Tap OK to transfer the call or Cancel to return to the search for contacts.
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The call is being transferred to the selected contact.
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Making an interactive attended transfer
When you are in a call with someone and you want to transfer the call to another person and you talk to this person first and he/she decides whether to accept the call or not:
Put the first call on hold.
Call the second person while the first call is on hold and ask.
Transfer the first call to the second call.
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1. When in a call, tap on the Add a new call button.
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2. In the Add a new call window which opens, search for a person you want to add to the call.
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3. The app finds the contact.
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4. Call the selected contact. Please note that the first person is put on hold in the meantime.
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5. When the selected contact picks up the call, click on Merge to create an ad-hoc conference.
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6. You are now in an ad-hoc conference.
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When you click on the options (three dots in the upper right-hand corner) in an ad-hoc conference, the following appears.
In this view, as a host, you can
Manage members
Switch to a video call
Put the call on hold
Transfer the call
End the call
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Managing participants
In this view, you can
Open the options to manage the participants and the conference
Go to the Raised hands tab
See the host and the options
See the participants and the options
Mute all participants
Lock the conference
Save the changes by clicking on Done.
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Managing participants and conference call
When you click on the options to manage participants and the conference call (three dots in the upper right-hand corner), the following appreas.
In this view, as a host, you can
Add a new participant
Lock the conference
Mute all participants/unmute all participants
Lower all hands (if there are raised hands)
End the conference call
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Managing host options
In this view, as a host, you can
Mute yourself
Raise hand
Leave the conference (this will end the call for all the participants)
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Managing participant's options
In this view, as a host, you can
Exclude a member (this member will no longer be a part of the conference)
Mute a member
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Receiving calls in locked mode
Incoming calls via Chess Cloud PBX are received like regular calls
While the phone is locked
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Receive calls app is in background
Incoming calls via Chess Cloud PBX can be received like regular calls
While using another app / the app in background
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Receiving calls while using the Chess Cloud PBX app or another app
Incoming calls via Chess Cloud PBX are received like regular calls
While using the Chess Cloud PBX app/another app
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Switching a call to GSM
You can only switch the VoIP call to GSM if you have registered your mobile phone number.
To switch to GSM, tap Switch to GSM, and then OK in the pop-up message.
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By switching the VoIP call to GSM, the VoIP call will end and a GSM call will be generated in the background.
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To join a meeting, you need an invitation. After you have received an invitation to a meeting, there are several options to join:
Joining a meeting via the app
Joining a meeting via an invitation link
Rejoining a meeting from history
Joining a Meeting via the App
To join a meeting via the app:
Tap on the dialpad icon in the bottom menu
Tap on Join meeting
A pop-up window will appear in which you can enter the meeting URL or link ID
After entering the meeting URL or the link ID, tap on Join
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Joining a Meeting via an Invitation Link
If you have received an invitation link (e.g. by email), tap on the link to join the meeting. The app will automatically connect you to the meeting.
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Rejoining a Meeting
To rejoin a meeting in which you have previously participated:
Tap on History in the app menu at the bottom
Tap on a meeting you have joined before
The app will automatically connect you to the meeting.
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Audio Mode
After joining a meeting, you will initially participate in the meeting in the audio mode.
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Using the icons in the bottom bar, you can:
Put the call on hold
Mute/unmute
Leave conference
Select audio output device
Access call, video and conference options (three dots)
Tapping the video icon in the top right corner, you can:
Switch to video mode
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Call, Video and Conference Options
Tap on the three dots in the bottom right-hand corner to access call, video and conference options. In this menu, you can:
Put the conference on hold (cameras are switched off automatically and the conference goes to the audio mode; press unhold to resume the meeting; to switch back to the video mode, tap on the top-right camera and then the camera in the bottom bar)
Go to the dialpad
Make a new call (the conference is set on hold and you can make another call)
Switch camera (front/back)
Raise hand
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As a Host, you have additional conference options:
Lower all hands
Lock/unlock conference
Mute/unmute all
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Members/Manage Members
When in the audio mode, tap in the middle of the screen. You will see two tabs, Members and Raised hands.
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Long Press on Video
When doing a long press on your own video, you can:
Mute/unmute yourself
Raise/lower hand
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When doing a long press on other participant's video, you can:
Pin/unpin the video of a participant
When doing a long press on a participant's video, as a host you can:
Mute/unmute participant
Exclude participant
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1:1 Call
In a 1:1 audio call, you also have an option to switch to a video call.
Start video by tapping on the camera icon in the top right-hand corner
Activate camera by tapping on the camera icon in the bottom bar
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Swap Video
Your own video is shown in a small picture in the top right-hand corner, the other participant's video is shown as a full-size picture. Tap on the small picture to swap the videos.
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Ad-hoc
When in an ad-hoc audio conference, you can switch to a video conference (go to Chapter C.3 to see how to create an ad-hoc conference).
Change to the video mode as described in Chapter 6.2.
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