--- title: "CallEase" slug: "callease" updated: 2026-10-07T14:02:22Z published: 2026-10-07T14:02:22Z canonical: "docs.ucstack.io/callease" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.ucstack.io/llms.txt > Use this file to discover all available pages before exploring further. # CallEase ## **Introduction** This guide provides step-by-step instructions for installing, setting up, and using the **CallEase Application** on Windows and Mac devices. --- ### **✅ Pre-Requisites** ### **Download CallEase Desktop App** | **Operating System** | **Download Link** | | --- | --- | | **Windows** | [CallEase-Microsoft](https://apps.microsoft.com/detail/9nhghqsdxtwj) | | **MAC** | [CallEase-Apple](https://apps.apple.com/ca/app/callease-softphone/id6749149532) | > [!NOTE] > The installer will automatically start downloading. Complete the installation process and launch the application. ### **Credentials** To use the app, you will need your **CallEase Portal** username and password. If you do not already have an **End User Portal login and/or password**, contact your **technical support representative**. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-HD544CFM.png) --- ## **Account Setup** | **Step** | **Action** | | --- | --- | | **1** | Launch the application. You will be directed to the login screen. | | **2** | Enter your CallEase **username** and **password**. | | **3** | Click **Sign In**. You will be navigated to the main application screen. | ## **Main Tabs** All primary tabs are grouped on the left side of the screen: ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-M6KMRNVD.png) | **Tab** | **Description** | | --- | --- | | **Keypad** | Place calls to specific numbers. The keypad interface is the starting point for exploring features. | | **Contact** | A-Z contact list with search bar. Access Quick Dial, Contact, and call groups from the drop-down menu. | | **History** | View recent call logs for your device. | | **Messages** | Send, receive, and manage text messages. | | **Features** | Manage your call queue participation. Log in to receive calls from assigned queues, or log out to temporarily stop receiving queue calls | | **Do Not Disturb** | Temporarily silence all incoming calls and notifications. When enabled, calls will be sent directly to voicemail or follow your custom forwarding rules. | | **Settings** | Customize your app experience, manage your account, configure notifications and sound, control call recording, access troubleshooting tools, and reset the application. | ### **Keypad** The Keypad functions similarly to a regular phone, allowing you to place calls. The keypad interface is the starting point for exploring features and customization options. ### **Contacts** Contacts has a list of all your contacts from A to Z with a search bar. You can access Quick Dial, Phone System Contact, and Office365. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-PD6X1MI3.png) ## **Add a New Contact** In order to add a new Contact, please refer to the [Contact article here](/public/docs/contacts). ### **Messages** The message icon is located on the far right of the contact, allowing you to send, receive, and manage text messages. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-0DL9Q088.png) **➡️To send a message:** Click the message icon, type your message, and press Enter or use the arrow. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-E2OQINVM.png) ## **History** The History tab stores all recent call logs for your device. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-207V0V1B.png) ## **Messages** Send and receive text messages (SMS) with full conversation history. Record and send audio messages via SMS using your computer's microphone — perfect for quick communication without typing. View contact initials, timestamps, and playback audio attachments directly in the chat window. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-626AXRWR.png) --- ## Features ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-IPAXBCVA.png) Available Features are : - Call Queues - Voicemails - Greetings - Answer Rules - Reports ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-0F9LBNSZ.png) ### Call Queues Manage your **call queue participation**. Log in to receive calls from assigned queues, or log out to temporarily stop receiving queue calls — perfect for breaks, meetings, or when you need focus time. Your status updates immediately so your team always knows your availability. To make yourself available in a specific Call Queue, click on the green **LOGIN button (next to the desired Queue)** - This green button is to **log in the call queue**, it does not show your Call Queue **Status** ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-FLT7W84R.png) Once you are logged in one or more Call Queues, the button becomes **RED** with the mention **LOGOUT** (same for the green LOGIN button, pressing **LOGOUT** will log you out from the Queues) You will notice that your status is now **Online (top right)** ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-TYE4H7BF.png) - Your Call Queue Status is displayed on the top right - **NOTE** : The Status (top right) is set for **ALL call Queues**. Changing it will affect all your Queues statuses. - You can decide to Login our Logout from one call queue at a time ; however your status will be set for **ALL** your call queues at once ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-OYPD3RFK.png) Here is the list of available **Statuses**: ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-E54OWYZE.png) ### Voicemails From the Voicemails features tabs, you can: - Listen to your messages - Save - Delete ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-K3EUQKZL.png) ### Greetings The greetings features allows you to record your Voice Mail Greeting message. > [!WARNING] > **NOTE**: Using this feature via the CallEase APP will allow you to record (voice) only your greetings. - If you want to use **text-to-speech** to add or modify your voice mail greeting, you need to log into your **Cloud Phone Portal**. Refer to [Accessing the Cloud Phone System Portal](/public/docs/accessing-the-portal) for more details - Refer to the [Cloud Voice Mail Configuration](/public/docs/voice-mail) article for details on how to use the **text-to-speech** feature ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-94FWL50H.png) - Click on +New - Use to red mic to start/stop your recording ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-DHFEA40K.png) - Click on Save ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-40GQ7E27.png) - After saving, you can listen to your new greeting and **Set as Default** ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-XJIBQ30F.png) > [!TIP] > You have the ability to record multiple greetings (regular hours, vacations, holidays, weekends) and switch the default one as you wish. ### Answer Rules Use the **Answer Rules Feature** to toggle on/off your answer rules. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-IAKQ65O0.png) > [!WARNING] > **NOTE**: In order to create and modify your Answer Rules, you need to log in your Cloud Phone System Portal. Refer to [Answering Rules on Cloud](/public/docs/answering-rules) to get all the details ### Reports The Reports Feature will open the Reports page on your Cloud Phone System portal and will give you access to different reports for your all your Call Queues ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-K1GPSFUT.png) ## Do Not Disturb Temporarily silence all incoming calls and notifications. When enabled, calls will be sent directly to voicemail or follow your custom forwarding rules. A status message "Do Not Disturb is now enabled" confirms the feature is active. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-UZLQRJ3B.png) ## **Settings** Settings allow you to personalize your app, phone number, ringtone, and access privacy policies. > [!NOTE] > **To access Settings:** Click the gear icon in the bottom left corner. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-E3W6RSHD.png) ### **About** View which version of the application you're using. Navigate to **Settings > About**. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-G168196Y.png) ### **Accounts** Configure your CallEase account and authorize access to **Office 365 contacts**. Navigate to **Settings > Accounts**. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-LKJ1OY56.png) ### **Edit Existing Account** | **Step** | **Action** | | --- | --- | | **1** | Click the **Edit** button. | | **2** | Enter the **Username** and **Password**. | | **3** | Click **Save**. | ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-3VAPGQEC.png) ### **Notifications** Configure ringtones and text tones. Navigate to **Settings > Notifications**. The drop-down box allows you to choose your preferred Ringtone and Text tone. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-4TTYYMN2.png) ### **Sound** Customize loudness, echo cancellation, output speaker, microphone, and ringtone audio output. Navigate to **Settings > Sound**. > [!CAUTION] > **Important:** The optimal sound settings are activated by default. It is NOT advised to modify these parameters. Bluetooth must be enabled for headsets and car integration to function. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-CMWVOLLU.png) ### **Call Recording** Calls can be recorded and played back later. Navigate to **Settings > Recording**. The drop-down box allows you to specify when recorded files will be automatically erased. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-UBTEBMDQ.png) ### **Controls** Control how the application behaves. Navigate to **Settings > Control**. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-PLSFJVPN.png) #### **Troubleshooting** Navigate to **Settings > Troubleshooting**. | **Category** | **Feature** | **Description** | | --- | --- | --- | | **SIP Log** | **Export** | Save SIP protocol logs for analysis by support teams | | **Clear** | Remove existing SIP logs from your system | | **View** | Display SIP logs directly in the app | | **Diagnostic Data** | **Enable/Disable** | Capture call audio data at multiple processing stages to identify quality issues | | **Export** | Save diagnostic data for troubleshooting | | **Clear** | Remove diagnostic data from your system | | **Problem Reports** | **Export** | Save problem report data for support analysis | | **Clear** | Remove problem reports from your system | ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-Z0RFF8K9.png) #### Log Out Logs you out of the CallEase application. ### **Reset Application** Resetting your app returns it to its original state, wiping all settings and history. ![](https://cdn.us.document360.io/3aabdf30-3e12-42ad-8192-dd2610fd289c/Images/Documentation/image-VM1CZTZP.png)