Using SNAPmobile iOS
SNAPmobile iOS is a softphone with portal capabilities including a SIP softphone, contact management, answering rule management, extension dialing, visual voicemail, presence, and call recording.
This article is a comprehensive guide to logging into SNAPmobile iOS for the first time and utilizing its features.
Logging into the App
1. Using an iOS device, tap on the App Store and search for "SNAPmobile". Tap GET to start installing the app.
2. Users are prompted for a HOST/ID the first time the app is opened, or anytime the user logs out. (This can be bypassed or preconfigured, and is always preconfigured for branded or white-label apps that bear a different name.)
Type in the server's hostname or ID (CXDOVIP). Tap Continue.
3. Next, type in the user's login name and their password. These are the same credentials that access the portal via web.
SSO (single sign on)
Explore this folder to configure SSO options for your mobile app: SNAPmobile App Library > SSO Folder
App Permissions
The iOS app requests the following permissions to ensure the app is fully functional:
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User's Device Settings
If a permission is not granted, it can be altered later within the device settings. Depending on the device, the screen may not look like the example below, but there should be a list of installed apps and "settings" for those apps. Toggle the permissions on and off.
Notifications allow incoming phone calls and SMS messages to display on the device (while the app is running). To configure phone call Push notifications when the app is not running, read "Configure Push Notifications for SNAPmobile Android & iOS".
Lock Screen Appearance enables privacy when needed. If message previews are turned off, then the app will state only that there is a "notification". If message previews are turned on, the app will send a notification that includes the beginning of the message.
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Contacts Screen
The Contacts screen is the default home screen on the SNAPmobile iOS app. Users can dial internal extensions and external phone numbers here. When a new contact is added in the app, it will sync with the portal immediately (may require a web refresh).
Place and Receive a Call
Place a call on almost any screen in the app by selecting a contact or manually typing in the number via the dial pad.
When the app is running, incoming calls display as a notification at the top of the device's screen. To enable push notifications (when the app is not running), follow the procedure in this article, "Configure Push Notifications for SNAPmobile Android & iOS".
Tap on the blue checkmark to answer the call and tap on the red X to reject the call.
While actively in a call, there are the standard functions (speaker, mute, hold, end call) and additional SNAPsolution features (record the call, transfer, add a call, switch phones).
Voicemail Screen
The Voicemail screen syncs with the portal and displays all available voicemails. Filter by new, saved, or trash.
Chat and SMS
The Chat and SMS screen displays all available SMS conversations. Tap on a conversation to view more information. Chats are organized chronologically; the latest reply moves the entire conversation to the top of the list.
Call History
The Call History screen displays the user's inbound, outbound, and missed call history.
Known Limitations
The agent must be added to the call queue by "user" rather than by "phone" (device) in order to have the ability to log in and out of queues in the WebPhone and in SNAPmobile apps. If the user was added by "phone" then they can only log in or out of queues using the Portal's Call Center page (or star codes if configured).
More Screen
The More screen (3 horizontal lines) includes profile settings, answering rules, greetings, settings, the app's "about" information, and the log out button.
Please note the following options available under Settings:
1. The option to use mobile data when using the app is on by default. It enables the use of cellular data networks. If it is toggled off, the app will be limited to using Wi-Fi.
2. A mobile number can be entered here. If so, then select whether the default method of calling should use SNAPmobile (use the SIP softphone), use the mobile phone (best for areas with poor data connectivity), or to be asked every time a number is dialed.
Gravatar
To learn more about using Gravatar for a profile image, read "Can I Use A Gravatar With My NetSapiens Platform?".
Further Reading
1. Read "SNAPmobile iOS & Android Manual" for a navigation guide through the SNAPmobile help articles.
2. "Configure Push Notifications for SNAPmobile Android & iOS"