Welcome to the User Guide for your iOS Level365 Softphone. This guide is designed to help you use your Mobile App effectively and get the most out of its features. This guide will provide step-by-step instructions to using your Mobile App to make and receive calls, access voicemail, and more.
To use this application the following special characters CANNOT be used in your password % & + ;
Click Here to be directed to the Apple App Store.
Installation Instructions
Go to App Store and search for Level365 Softphone. Ensure Level365 is the Owner and matches our logo.
- Click Get
- Enter in account login for install if needed
Login Instructions
In order to login you will need the following:
- Portal Username (example: 123@company.com)
- Portal Password
After entering in the above login credentials click Sign in.
Upon first login you will be prompted to Allow or Don't Allow permissions. For the Mobile App to properly work we require Microphone permission be Allowed. The Microphone permission will not prompt until your first call.
Contacts: This will allow you to view your contacts from your mobile phone within the Mobile App. This permission can easily be Enabled or Disabled at anytime.
Navigation Bar
In this section we will give an overview of each button on the Navigation Bar.
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Name
- Light blue means your Mobile App is connected to Level365. Selecting your name allows you to toggle Do Not Disturb (DND) and also shows you the quantity of voicemails in your voicemail box.
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Settings (Three Dots)
- Each section has its own Settings, these options will change based on which button you select from the Navigation Bar.
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Keypad
- Place calls or call into your voicemail box via the voicemail indicator button.
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Quickdial (Speed Dials and BLFs (Busy Lamp Fields))
- Add or edit Speed Dials / BLFs for your Mobile App.
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History
- View your Mobile App call history.
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Contacts
- View your Portal Contacts and Mobile Phone contacts (if permissions were granted).
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Messages
- Send and receive chat and text messages.
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Voicemail
- Access your Voicemail, Voicemail Settings and Answering Rules.
1. Name
Select your name to Enable or Disable Do Not Disturb (DND), view a visual indicator of how many voicemails you have in your New/Saved folder (first digit for New and second digit for Saved folder) and check Mobile App registration to Level365.
To prevent your Mobile App from ringing, you may enable DND or ensure the answering rules on your account are not configured to ring all devices.
Do Not Disturb is only active for your Mobile App and will not affect your other devices.
2. Settings
Each button you select on the Navigation Bar of your Mobile App will have 3 dots to access various settings, the options will change depending on the section you are currently viewing.
3. Keypad
To place a call, enter the full 10 digit number or extension then click the Call button. The Keypad will only change if you have a voicemail, in these cases you will see (#2) shows the Voicemail Indicator icon. The Voicemail Indicator icon will disappear from the Keypad once you move any New voicemail to your Saved or Trash folder.
- Call button to initiate a call
- Voicemail Indicator button to call into your voicemail box
4. Quickdial (Speed Dials and BLFs (Busy Lamp Fields))
View and edit your Speed Dials / BLFs (Busy Lamp Fields) on your Mobile App. You can create new Speed Dials and BLFs by clicking Edit in the top right corner then on the blue icon with + in the bottom right corner.
- To create a Speed Dial type in a name in the Title, the full 10 digit number or extension, and click the check mark in the top right corner to Save.
- To create a BLF type in a name in the Title, a valid extension in the Phone Number and toggle Busy Lamp Field to Enable BLF function then click the check mark in the top right corner to Save.
To switch between List and Grid view, click the Release to switch to button at the top.
- To create a Speed Dial or BLF of an existing Contact you can click the Silhouette in the top right corner.
- To add a picture for the Speed Dial or BLF click the Camera icon in the top right corner.
5. History
View your Mobile App call history and redial by clicking on the Caller ID name/number. To view additional information, click the information bubble on the right side.
6. Contacts
View your Portal Contacts and if the app has permission you will also find your mobile phone contacts. To switch between Portal and mobile contacts, click on Portal Contacts or Address Book at the top of your screen. The search box next to the magnifying glass will allow you to filter for a specific contact.
After granting the app permission to view your mobile phone contacts, please close out of your app and reopen to load all contacts. If you have an iPhone X or later:
- Swipe up from the bottom to the middle of your screen and hold until you see the App Switcher.
- Swipe left or right to find the Level365 Softphone app.
- Then swipe up on the app to close.
7. Messages
Send and receive chat and text messages. The red bubble indicator, above the Messages button on the Navigation Bar, will indicate how many unread messages you have.
To start a new chat or text message, click on the page/pencil icon in top right corner, enter the full 10 digit number or type in colleague's name in the To: field. Click the text bar at the bottom to add your message. The paper clip icon will allow you to attach image. To send your message, click the Send button.
- Max image size is 5MB
- Only one image can be sent at a time
8. Voicemail
From the Voicemail section you can listen, save, delete, and forward messages. To add or edit existing Voicemail greetings, select Settings and scroll down until you locate greetings.
