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Intelli IM Basic User Guide

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Intelli IM Application

Intelli IM is an application/service for iPad and iPhone to increase the productivity of enterprise users.  Intelli IM allows the users to have their enterprise messaging in their pocket and allows the users to be in total control of their communication.  Intelli IM is an application that allows the users to interface with their enterprise Lync servers via our cloud solution using Communicator Web access (CWA) protocol.

Intelli IM is a very powerful application with state of the art unique features not seen in any other application.  The following is a list of some of the unique features of Intelli IM application:

Intelli IM User Interface (UI)

Intelli IM has a very easy UI to navigate the application.  UI is divided into many parts:



  • Tabs
  • Sub-Tabs


Tabs and Sub-tabs

The tabs at the bottom are the main tabs of the application.  The tabs at the top are the sub-tabs of the application within a tab.   Within a certain tab, the sub-tabs provide more functionality.

There are four main tabs of the application:
  1. Contacts
  2. Messages
  3. My Status
  4. Settings


Contacts Tab:

The contacts tab provides a view of all the contacts on your contact list.  The contacts view is divided into two parts:
  • Online
  • Offline


The "Online" view presents all the contacts which are online and have a status attached to them. The status includes status icon, availability, note, time zone.  A star status icon  implies that contact is part of the favorite list.  

 By tapping on the contact, you can see more details about the contact.  You can start messaging with the contact, add the contact in favorites and also delete the contact from the contact list.

There are three sub-tabs under Contacts tabs and one action button  to perform certain actions
 .
  The three sub-tabs under Contacts are:
  1. All  : Shows users all their contacts with status.
  2. Groups : Shows all the groups and lists the members in each group.  You can start messaging  with all the group members by tapping on the group name or just tap on the member name for messaging with just one member.  You can also delete the group.
  3. Favorites:  Shows the favorite contacts.  The view is divided into "Online" and "Offline". A star next to the contact shows that contact is favorite.  By tapping on the contact, more detailed information about the contact is presented.  Also, you can start messaging by tapping on the contact name.

Also, there are certain Actions which apply to Contacts tab. Select the top right icon  in the contacts tab. You have the choice to perform following actions:
 
  • Add Contact
  • Add Group
  • Edit Favorites


Messages Tab

The messages tab allows the user to see the conversations and allows the user to continue with the conversations.   During the conversations, the users can also send their location, use emoticons and send the conversation by email.

There are two sub-tabs under Messages tab:
  • All:  Shows all the conversations. The most recent conversations are shown at the top.
  • Unread:  Shows all the conversations which have not been read yet.
The Edit button on top left provides the option to delete the conversations.
The Compose button on top right allows user to select contacts(one or more) to start new messaging.


My Status Tab

My Status tab allows the user to see the current status.  By tapping on My Status, the user can set the following settings:
  • Status  
  • Location
  • Time Zone
  • Status Note ON/OFF
  • Status Note


Settings Tab

The Settings tab allows the user to set up the account and customize the experience.

                                                                                                                                                                                                                                     
 Add Account:   Allows the user to set up the account by entering User/(domain\userid), Password, CWA  server name(cwa.company.com), account description.  

Once the account is active, user is presented with Contacts screen. User can then go to Settings Tab to set preferences. One glance presents user with the current settings. Example, Account Settings shows status of account as Active or Inactive,  Calendar with Meetings shows number of calendars used, Alert sounds shows sounds currently set for Message and Meeting, etc.
  • Account Settings:  User can edit editable fields.  Account can be deleted here.               
  • Alert sounds: User can set their preference for sounds played to alert for new meeting and notifications. 
  • Calendar with Meetings:   Allows the users to select the calendar that they want to use to set their status for meetings
  • Weekly Status Schedule:  The users can customize their status by using weekly status schedule.  Example, schedule can be set to show status as DND from  11pm to 6AM, M-F . Their status is automatically changed at scheduled set  time.
  • Inactivity Timeouts:                                                                                                                                                                                      User can set the preference when they want to show their status "Inactive". User selects the inactivity time after which status changes. Inactivity timer begins when the application goes in background.                                                                                                                                       Similarly, user can select time to show their status "Away". If a notification is received and user doesn't open the application, status changes to "Away" after selected time
  • Authorized Devices: Shows a list of devices with active OCS account using Intelli IM, so users can track. User can conveniently unauthorize devices here..







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© Copyright 2013-2018 Rapid Cyber Solutions, Inc. All rights reserved. Intelli IM is a registered trademark of Rapid Cyber Solutions, Inc. Various trademarks held by their respective owners.
  • Smart Team Communicator
    • PCI Compliance
    • Agent Lifecycle
    • 360 View of Agent
    • Product Details
    • Smart Trial
  • Intelli IM
    • Enterprise Program
    • Support
  • SecuredIn
  • News
  • About Us