User Guide for Cisco Unified Personal Communicator for Windows, Release 1.2
Having Conversations Using Cisco Unified Personal Communicator
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Having Conversations Using Cisco Unified Personal Communicator

Table Of Contents

Having Conversations Using Cisco Unified Personal Communicator

About Conversations

How To Make Calls

Calling People Who Are Listed in the Console

Calling Any Number

About Using Cisco Unified Personal Communicator to Dial From Microsoft Outlook

Dialing An E-Mail Sender Or Recipient, or An Outlook Contact

Dialing Any Number From Outlook

Responding to Incoming Calls

How To Work With Conversations in Progress

Entering Touch-Tone Responses

Putting Conversations on Hold and Retrieving Them

Transferring Calls

Changing the Volume of a Call

Seeing Who Is Participating In the Conversation

Ending Conversations

Closing Conversation Windows


Having Conversations Using Cisco Unified Personal Communicator


About Conversations

How To Make Calls

Responding to Incoming Calls

How To Work With Conversations in Progress

About Conversations

You can have conversations using the following media:


You can simultaneously have:

One active conversation.

Multiple conversations on hold. (The system at your company may allow only one active call and one call on hold.)

Multiple people in one conversation (a conference call.)

Related Topics

Chapter 6, "Hosting Conference Calls Using Cisco Unified Personal Communicator."

Sending Messages With Cisco Unified Personal Communicator, page 7-1

How To Make Calls

Depending on your situation, choose one of the following methods to start an audio conversation:

Calling People Who Are Listed in the Console

Calling Any Number

About Using Cisco Unified Personal Communicator to Dial From Microsoft Outlook


Note You can always dial from your desk phone, whether or not Cisco Unified Personal Communicator is running.


Calling People Who Are Listed in the Console

If the person you want to call has specified a preferred phone number and is logged in to Cisco Unified Personal Communicator, this procedure dials the preferred phone number. Otherwise, this procedure dials the main phone number listed for that person in the corporate directory.

Procedure


Step 1 Click a name or entry.

Step 2 Click .



TipIf your preferred contact method is Phone, you can call a person in any list in the console by double-clicking the name or number.

If the preferred contact method of another person shows as Phone, you can call that person by shift-double-clicking the name.


Related Topics

Searching for Contacts, page 8-2

Identifying the Preferred Contact Method of Other People, page 8-4

Problems Starting Calls, page 10-9

Calling Any Number

Viewing Video, page 4-3

Calling Any Number

If people you want to call are not in a list in your console and you cannot find them via Search, you can use the dial pad to call them.

Procedure


Step 1 Click in the console.

Step 2 Enter the phone number.

Enter the number exactly as you would dial it from your desk phone. For example, you may need to dial a 9 before the number to call someone outside your company.

Tip You can copy and paste a number.

Step 3 Click in the dial pad.



TipTo redial the last number you called: Choose Actions > Redial from the menu bar at the top of the console.

To press numbers to respond to instructions that you hear, see Entering Touch-Tone Responses.


Related Topics

Searching for Contacts, page 8-2

About Using Cisco Unified Personal Communicator to Dial From Microsoft Outlook

By default, Cisco Unified Personal Communicator installs an add-in to Microsoft Outlook. If you use Outlook, look for a Cisco Unified Personal Communicator toolbar below the standard Outlook toolbars.

When the toolbar is installed, you can use Cisco Unified Personal Communicator to dial a person in your Outlook contact list, or dial the sender or a recipient of an e-mail message. If the person to call is not in your Outlook contact list, you can easily create an Outlook contact card for the person.

When you dial a number, Cisco Unified Personal Communicator will launch automatically if it is not already running.


Tip To launch Cisco Unified Personal Communicator or bring it to the front without dialing a number: Click at the left end of the toolbar.


Dialing An E-Mail Sender Or Recipient, or An Outlook Contact

Dialing Any Number From Outlook

Dialing An E-Mail Sender Or Recipient, or An Outlook Contact

Procedure


Step 1 Choose the person in Outlook to call:

Click an e-mail message in your Inbox or Sent Items list.

In your Inbox, this method selects the sender.

In Sent Items, this method selects the first person on the To list.

Click a contact in your Outlook contacts list.

Step 2 Depending on what you see in the Cisco Unified Personal Communicator toolbar, do one of the following:

Click Call..., enter the number to call, then click Dial.

By default, this action also creates an Outlook contact card for this person and phone number. You can click Business to choose a phone-number type.

Click the phone-number type (for example, Business) to the right of the name in the toolbar.

Click the arrow to the right of the phone number type described in the previous bullet item and choose a different number from the Outlook contact card to dial.



TipYou may need to log in before you can complete your call.

The numbers you want to dial should be in the same format that you would dial them from your desk phone.

The number you dial becomes the default phone number for calling this person from Outlook until you choose a different number.

If you click a message that has more than one recipient, you can click the name in the Cisco Unified Personal Communicator toolbar and choose a different recipient to call.

You can also right-click a contact in the Outlook contact list and choose Call using Cisco Unified Personal Communicator, and choose the number to dial.

To add the person to your Outlook contact list without calling him or her: Click the message in Inbox or Sent Items, then click the name in the Cisco Unified Personal Communicator toolbar and choose Create Outlook Contact.


Related Topics

About Using Cisco Unified Personal Communicator to Dial From Microsoft Outlook

Calling From Outlook: Security Warning Appears, page 10-9

Dialing Any Number From Outlook

Procedure


Step 1 Enter a phone number in the Direct Dial box in the toolbar using one of the following methods:

Type the phone number.

Copy and paste a phone number, for example from the text of an e-mail message.

Click the arrow beside the Direct Dial box to choose an existing number.

Step 2 Press Enter.



Tip To erase the numbers in the Direct Dial box and the drop-down list: Click the arrow beside the box and choose Clear All Items.


Related Topics

About Using Cisco Unified Personal Communicator to Dial From Microsoft Outlook

Calling From Outlook: Security Warning Appears, page 10-9

Responding to Incoming Calls

If Cisco Unified Personal Communicator is running on your computer when someone calls you, a pop-up notification appears on your computer screen, with options for you to choose from.

Any call that you do not answer will go to voice mail.

To...
Do This

Answer a call with audio only

To answer using your soft phone:

Click Answer .

To answer using your desk phone:

Answer your Cisco Unified IP Phone as you normally would.

Note Take one or the other of these actions, but not both for a single call.

 

Answer a call with audio and video

Click Answer With Video .

If the caller did not initiate the call as a video call, the call remains audio only.

If you do not meet the requirements in Before You Use Video, page 4-2, you can see the person who calls you but the other person cannot see your image.

Send a call to voice mail

Click Send to Voicemail .

The caller is unaware that you have chosen to divert the call.

Your desk phone may continue to ring.

Respond to a new call when you are already on a call

Answer the call.

Any existing call is automatically put on hold, unless you are using soft phone mode and you answer one call with your soft phone and the other with your desk phone. In this case, both calls are active simultaneously.

Send the call to voice mail.


Related Topics

Specifying Ringer Device and Volume, page 1-8

Putting Conversations on Hold and Retrieving Them

Viewing Video, page 4-3

Problems With Incoming Calls, page 10-9

How To Work With Conversations in Progress

Entering Touch-Tone Responses

Putting Conversations on Hold and Retrieving Them

Transferring Calls

Changing the Volume of a Call

Seeing Who Is Participating In the Conversation

Ending Conversations

Entering Touch-Tone Responses

During a call on your soft phone, if you hear instructions to choose options or enter a number such as a password, use this procedure.

Procedure


Step 1 Make sure the conversation window is the active window.

Step 2 Type the numbers.

If you do not hear the standard keypress beeps, click the title bar of the conversation window to make it active, then try again.


Putting Conversations on Hold and Retrieving Them

To...
Do This
Notes

Put a conversation on hold

1. Make the call you want to put on hold the active conversation window.

2. Click .

 

Multiple web-conferencing windows can remain active.

Retrieve a call that is on hold

Click in the held conversation window.

 

When you retrieve a conversation from hold, any other active conversation is automatically put on hold.


Related Topics

Merging Calls, page 6-2

Transferring Calls

Transfer calls using the same procedure that you use to merge calls. Create a conference call that includes yourself, the caller to be transferred, and the person to whom you want to transfer the call. After all participants are in the conversation, you can hang up and the others can continue the conversation.

Related Topics

Merging Calls, page 6-2

Changing the Volume of a Call


Note If your phone mode is set to Desk Phone, see the documentation that came with your phone.


When the Active Phone is Soft Phone

To...
Do This

Mute your audio so that participants cannot hear you

Click in the active conversation window.

To unmute your audio, click the button again.

Note If you mute a call, then put it on hold, then retrieve the call from hold, your audio will no longer be muted.

Change the volume that you hear

Drag the volume slider in the active conversation window.

Change your volume so other participants can hear you more easily

Move the microphone closer to or further from your mouth.


Related Topics

Specifying Your Audio and Video Devices, page 1-8

I Hear No Sound, page 10-11

Other Participants Cannot Hear Me, Or Audio Quality Is Poor, page 10-13

Seeing Who Is Participating In the Conversation

The roster lists audio and video participants in a conversation. If the participant is in your directory or contact list, the name appears. Otherwise, the phone number appears.

Click in the conversation window.


Tip Right-click a person in the list to perform actions.


Ending Conversations

Procedure


Step 1 Retrieve the call if it is on hold.

If you end the call without retrieving the it first, the other person remains on hold after you hang up.

Step 2 Click in the conversation window.



Note If you are in a conference call and you hang up, the other participants in the conference can continue the conversation.


Related Topics

Putting Conversations on Hold and Retrieving Them

Hosting Conference Calls Using Cisco Unified Personal Communicator, page 6-1

Closing Conversation Windows

Closing an active conversation window ends the call.

You can specify preferences related to closing conversation windows.

Procedure


Step 1 Choose File > Preferences, click Profile, then choose options:

Close conversation window on disconnect

Warn before closing active conversation window

Step 2 Click OK.