In order to use the app proceed as follows:

- Open start.chesscloudpbx.com

- Enter your username (this is your e-mail address) and password.

- Click on login.

Once you are logged in, you will see the start screen of the app.

If you forgot your password:

1. Under the sign-in dialogue, click Forgot password.
    ⇒ A new dialogue will open.

2. Enter your email address.

3. Click Send email.
    ⇒ You will receive an email with further instructions shortly.

4. Click on the reset password link in the email.
    ⇒ A new page for setting up a new password will open.

5. Enter a new password according to the password requirements listed.

6. Re-enter the new password.

7. Click Set new password.
    ⇒ Your password has been updated and you can log in again.

The app is divided into 5 major sections:

1. App menu in the top left corner
2. Search bar on the top
3. Telephone menu on the left side
4. Favourite list (your BLF keys)*
5. Telephone / Dial field

Now more on each section:

Here you will find the following features:

• log in and log off from the app
• select the device you would like to call with
• add devices you would like to call with (C2D target)
• switch between your devices

You can make calls via the app, via your extension i.e. the device connected to your extension (e.g. desktop telephone) or another target e.g. your mobile phone. This feature is called Click to Dial (C2D). You select the target via which you want to make calls and all your calls will be made via this target.

When the app menu is closed, you can see your name and the device you are calling with in left top corner.

- If you would like to add a new external number you would like to call with, click on your name in the upper left corner.

You will be taken to the App menu.

- Click on the + sign in the "Call with" section.

An input field opens up. Here you can now enter your new external number, e.g. a hotel room telephone from the hotel room you are currently staying in.

- Enter a name and telephone number for the external number.

- Click on Save.

The City Hotel number appears now in the list of devices you can make calls with.

- To make a call via the hotel room number, click on the City Hotel entry.

The hotel room telephone is now selected as your device to make calls.

Click on the entry.

1. Click on the Bin icon. 
   ⇒A dialogue appears.
2. Click on Delete to delete the entry, or Cancel to keep it.

Search the pbx and your private phone book. Search results are clustered.

Next to the search bar you will find some shortcuts of the following features of the app:

In this section, you can:

• Video Camera
  • Select a camera.
  • Enable or disable the Mirror me function.
  • Enable or disable blurred background.
• Audio input
  • Select audio input.
  • See the volume level of your audio.
• Audio output
  • Select audio output.
  • Test your speaker settings.
  • Change the volume of the speaker.
• Ringtone output
  • Select ringtone output.
  • Test your ringtone settings.
  • Change the volume of the ringtone.

In this section, you can

• Make calls (for more information on how to make calls, see Making calls)
• See the favourites list
• Click on Edit favourites list to go to Settings and access Function keys here
• Use the dial field to enter a phone number or a PIN

Here you will find received, made and missed calls as well as voicemails.

• Double click on entry to see more details or to delete the entry.
• Listen to your received voicemails directly in the history tab (visual voicemail).

In the Voicemails tab, you can:

• See who left a message and when

Click on the information icon to:

• Delete a message
• Listen to a message
• Download a message
• Forward a message
• Copy the number of the caller to clipboard

Initiate calls.
Find more information on how to make calls in the chapter Telephone - how to make calls.

Here you will find all your contacts in alphabetic order.

-In order to call a telephone number from the list, click on the entry and click then on the number.

For more options, make a right-click on the number.

You can filter your contacts into global and private contacts. You can edit entries and add new ones.

- To do this, click on the corresponding feature icon that appear in the search bar as soon as you switch to the Contacts area.

Here you will find all app parameters, e.g. the following features:

• User settings
• Call forwarding
• Queues
• Function keys
• Fax
• Download
• Info

The favourite list is a list of function keys e.g. speed dials or busy lamp fields set on your extension.

For example, you can save telephone numbers that you call most frequently to your favourite list.

- Click on Edit favourite list.

- Then click on the plus button and enter the telephone number and the name.

- Save the entry.

The entry now appears in the favourite list.

In case there are already function keys set for your extension (e.g.to your desktop phone), they will appear here in your favourite list.

• Dial here the telephone number you wish to call
• Use the DTMF field to enter the telephone number you wish to call or to enter conference room PINs

There are several options to initiate a call:

• Type in a name of a contact, extension, conference, group or meeting into the Search field and double-click on it
• Double-click on on a contact, extension, conference, group or meeting
• Make a call from Contacts, see Contacts
• Drag & drop a number or contact to the area on the right or
• Use the dial pad to enter a phone number

In case of an incoming call, a pop-up with caller information, e.g. phone number, extension or name appears.

When you receive an incoming call, you can:

• Accept the call
• Decline the call
• Send the call to the voicemail
• Transfer the call

To put a call on hold, click on the Hold button.

If you have a second incoming call, you can:

• Accept the second call.
  ⇒ The first call is put on hold automatically.
• Deflect the call to the voicemail.
• Decline the call.
• Transfer the call.

You can also put both calls on hold at the same time:

• Click on the Hold button.
  ⇒ All calls are now on hold.

Call swapping is a change between an active call and one or more calls on hold.

• Click on the phone number that is currently on hold and swap the calls.
  ⇒ You will see the active call in the green banner at the top of the screen and in the phone section as In call.

While you have an active call and one call on hold, you can add both calls to a three-way conference.

1. Drag the call on hold per drag&drop towards the active call.
   ⇒When you start to drag the call on hold, the icon for the three-way conference appears.
2. Drop the call on the Conference icon.
   ⇒ The three-way conference will start.

2. When you start to drag the call on hold, the icon for the three-way conference appears. Drop the call on hold on this icon, and the three-way conference will start.

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:

1. Select a name from your favorites list/phone book or type in the search field.
2. Drag and drop the selected name to the call section on the right.
   ⇒The Transfer button appears.
3. Drop the selected name to the Transfer button.
   ⇒The transfer has been successful if the snack bar at the bottom of the screen displays Call forwarding successful.

The transfer has been successful if the snack bar displays the following:

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:

1. Select a name from your favourites list/phone book or type it in a search field.
2. Put the first call on hold.
3. Call the second person while the first call is on hold.
4. Transfer the held call to the active cal via drag&drop.
   ⇒The transfer has been successful if the snack bar at the bottom of the screen displays Call forwarding successful.

3. Call the second person while the first call is on hold.

4. Transfer the held call to the active call by dragging and dropping the held call to .

Non-Interactive Blind Transfer

When someone is calling you and you do not want to take the call but to to transfer the call to another person without asking this person if the transfer is possible:

1. Click on the Transfer button next to the caller name.
   ⇒An entry field Forward call to appears.
2. Start typing the name of the person you want to forward the call to.
   ⇒The full name appears below.
3. Click on the name.
   ⇒The transfer has been successful if the snack bar at the bottom of the screen displays Call forwarded to [name of the person].

You can see who originally called if a call has been transferred to you.

The original caller appears in the pop-up window. The orange line in the pop-up shows you the person who has transferred the call.

After you have clicked somewhere outside the incoming call box, the incoming call from caller 1 is still active and shown in the top right corner:

2. Select a name from your favorites list/phone book or type in a search field.

3. Transfer the first call to the second call by dragging and dropping the second call to .

The transfer has been successful if the snack bar displays the following:

Non-Interactive Attended Transfer

When someone is calling you and you do not want to take the call but to transfer the call to another person and you talk to this person first and he/she decides whether to accepct the call or not:

1. Click anywhere outside the blue square (incoming call):

2. Select a name from your favorites list/phone book or type in a search field.

3. Call the second person while the first call is not taken and is still shown as incoming.

4. After the second person takes the call, the status "in call" is shown in the top right corner. The green bar at the top also displays the name of the person in call and the current duration of the call.

The first call is still not taken and is shown as incoming under the active call with the second person.

5. Transfer the first call to the second call by dragging and dropping the second call to .

Here you will find all app parameters.

The settings are clustered into seven sections:

• User
• Call forwarding
• Queues
• Function keys
• Fax
• Download
• Info

The User section consists of two tabs, Default and Voicemail.

In the Default tab, you can

• Change your username (email address)
• Change your password
• Select your Primary device
  You can select a primary device from a preconfigured list of devices set by your administrator, e.g. web app, mobile app, desktop phone etc. If you are part of a skill or a queue, you will receive the calls on your primary device only.
• Select your app language
• Activate/deactivate welcome sound which will be heard upon starting the app
• Activate/deactivate Call waiting indication
  Call waiting indication is deactivated by default. This means that if you in a call, you will not be notified of another incoming call. If, on the other hand, call waiting is activated, you will be informed of another incoming call – usually by a short acoustic signal consisting of two short, rapid successive tones. In this case, the caller does not receive a busy signal, but hears the regular dial tone.
• Activate/deactivate the Intercom function
  The intercom function is deactivated by default. When your device is marked as intercome and selected as a primary device, a caller can use the star code *80 + the number of your extension to be directly put through to you without your phone ringing.
• Activate/deactivate Parallel ringing
  Parallel ringing is deactivated by default. If it is activated, you can select an extension name or a phone number and save the selection. When you receive a call, both your extension and the extension/phone number you have added will ring.

In the Voicemail tab, you can

• Activate/deactivate the option Send voicemails via e-mail
• Activate/deactivate the option Delete voicemails once e-mailed
• Change your voicemail PIN

For more information, see Call forwarding.

In this section, you can configure and manage queues.

Call queueing allows calls to be placed on hold without handling the actual enquiries or transferring callers to the desired party. While in a call queue, the caller is played pre-recorded music or messages. Call queues are often used in call centres when there are not enough employees to handle a large number of calls. Call centre operators generally receive information about the number of callers in the call queue and the duration of the waiting time. This allows them to respond flexibly to peak demand by deploying extra call centre staff.

To add a queue:

1. Click on the + icon in the top right-hand corner. 
   ⇒A pop-up to add a queue appears.
2. Search for the name of the queue.
   ⇒A drop-down list with queues appears.
3. Select a queue.
4. Click on Save. 
   ⇒The queue has been added to your list.

To log out of a queue:

1. Hover over a queue.
   ⇒The Log out of the queue button appears on the left.
2. Clck on this button to log out of the queue.

In this section, you can add function keys for quick access in your Favourites list.

1. Click on the + button in the top right-hand corner.
   ⇒A new window opens.
2. Under Key, select a number to define where your function key will appear in your list.
3. Under Name, assing a name to your function key.
4. Under Type, select the type of a function key.
5. Under Target, enter an extension number, a contact name or a function code.
   Should you opt for a function code, make sure to enter it in the right format, i.e. * + number, e.g. *80.
6. Click on Save.
   ⇒The new function key has been added and is shown in your list.

1. Click on Add fax or the + button.
   ⇒A new window appears.
2. Enter your fax login and PIN.
3. Click on Save.
   ⇒The fax is added to your list.

Once the fax extension has been added, the fax feature will appear in the menu on the left.

In this section, you can:

• See your fax history
• Send faxes

To send a fax:

1. Select an eFax name from the drop-down menu, if you have more than one fax extension added.
2. Enter a number you want to send the fax to.
3. Tick Send with cover sheet if you want to attach a cover sheet to your fax.
4. Drag&drop a PDF file you want to send.
   ⇒The preview will show your file.
5. Click on Send.
   ⇒Adding fax to queue is displayed in the snack bar at the bottom of the screen. The fax has been sent.

To add a fax cover sheet:

1. Click on the + button next to the Add cover sheet.
2. Enter the name, sibject and the message of your fax. The preview of your fax is shown on the right. Please note that the date and sender are added automatically.
3. Click on Save.
   ⇒The cover sheet has been added to your list.

In this section, you will find the current version of the Desktop Apps for Windows and macOS for download:

• Download Cloudya for Windows
• Download Cloudya for Windows - CRM Connect
• Download Cloudya for Mac
• Download Cloudya for Mac - CRM Connect

in this section, you will find more information on the app:

• Current app version
• Imprint
• Data protection
• GTC

With call forwarding, you can forward your calls to a specific destination depending on a chosen scenario. You can create your personalised profiles for certain scenarios, e.g. "Vacation", and set a target phone number to which calls can be forwarded to.

Each user has an automatically set call forwarding profile – the default profile – with the following properties:

• It is active per default
• It cannot be deleted
• Call forwarding destination can be edited
• It does not have source-based call forwarding

1. Click on the + button in the Profiles tab.
   ⇒A pop-up window to create a profile appears.
2. Define the title and the number of the profile. Furthermore, you can add a colour to your call forwarding profile.
3. Click on Create.
   ⇒The new call forwarding profile has been added.

- Define a title and the profile number for your profile. You can also define a colour for your profile.

To select a profile, tick the circle next to the call forwarding profile.
⇒The circle has a blue dot inside it, which means that the profile has been selected.

To activate a profile, go to the destination section and make your call forwarding selection.

You have created a profile "Vacation". To define exactly what this profile should do, you can either activate one of the call forwarding conditions

• Always
• Busy
• No answer
• Not registered

or you can set a rule and use source-based call forwarding (for more information, see Source-based call forwarding).

Or you can set a rule and use source based call forwarding:

Source based call forwarding means, you can choose a specific source, a telephone number, and define a rule - so what should happen if this specific telephone number calls you.

- Click on the + button in the "Vacation" tab and add a rule.

- Choose the source, the telephone number you would like to define your rule for.e.g. you choose the phone extension of a colleague Clara.

Define what should happen, if Clara calls you, e.g. each time she calls, her call should always be forwarded to your voicemail.

- In order to set this rule, select the condition "Always".

- Define the destination to which Clara's call should be forwarded to, e.g. your voicemail.

- Save the rule.

You can also signal a busy tone by selecting "Busy" or you can define a certain phone number to which the call should be forwarded to.

There are four call forwarding conditions, Always, Busy, No answer and Not registered.

1. Select a call forwarding condition.
2. Select a call forwarding destination via the Destination dropdown below the call forwarding condition. You can select between three options, Voicemail, Busy and Phone number.

What do the call forwarding conditions mean:

• Always

The call will always be forwarded. The caller will be forwarded directly to the defined destination.

Please note that if this forwarding condition is active, it will influence the call destination on Global DND. That means that Global DND will have the same call forwarding destination as defined here.

• Busy

The call will be forwarded if your extension is busy. The caller receives a busy signal and will then be forwarded to the defined destination.

Please note that if this forwarding condition is active, it will influence the call destination on Global DND. That means that Global DND will have the same call forwarding destination as defined here.

• No answer

The call will be forwarded if you do not answer within a defined time limit. The caller receives a waiting signal and will then be forwarded to the defined destination.

The time limit can be set to 5, 10, 15 or 20 seconds by clicking on the number dropdown.

• Not registered

The call wil be forwarded if your device is not registered on PBX (e.g. broken cable etc.). All incoming calls will be forwarded to a defined destination.

1. Click on the duplicate button .
   ⇒ The pop-up window will appear.
2. Select a profile you would like to duplicate.
3. Enter a new profile title.
4. Choose a profile number.
5. Click Save.
   ⇒The new profile will appear in the list.

Please note that the Conference tab is not available in the menu by default.

To join a conference that you have not subscribed to, you need to know the conference name or the extension number, and the conference PIN.

1. Enter the conference name or extension number in the search bar.
2. Click on Conferences.
3. Double-click on the conference or press Enter to join the conference.
   ⇒ You will be asked to enter the conference PIN.
4. Enter the conference PIN.
   ⇒ You have now joined the conference.

1. Enter the conference name or extension in the search bar.
   ⇒ You will see results in the active search, grouped by type and in alphabetic order.
2. Click Conferences.
3. Click on the + button next to the name of the conference.
   ⇒ A pop-up window will open.
4. Enter the conference PIN.
5. Click on Subscribe.
   ⇒ If it is the first time you have subscribed to a conference, the Conference tab will appear in the menu.

To subscribe to a conference from the Conference menu

1. Click on the + button.
   ⇒ The search results will appear in alphabetic order.
2. Click a conference you would like to subscribe to.
   ⇒ A pop-up window will open.
3. Enter the conference PIN.
4. Click on Subscribe.

Hover over the conference.
⇒ The conference icons are visible:

In a conference, a host and participants can: