PC Client TrainingCustomer Name

© 2010 CYPRESS COMMUNICATIONS, INC.1

Agenda

• Introduction to PC Client

• PC Client Outlook Toolbar

• Personal Agent

• Routes

• Demonstration

• Questions

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Multimedia PC Client IntroductionThe Multimedia PC Client is a stand alone program that allows you to:

•Click-to-call using your PC

•Instant Message other employees

•Search the Global Address Book

•Track Incoming and Outgoing calls

•Add employees as Friends and track their presence (status)

•Share files

•Have group chat rooms

•Make calls using your computer and a headset away from the office

•Access Routes & Personal Agent

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Multimedia PC Client Outlook Integration

PC Client comes with a Outlook Toolbar that integrates seamlessly with your email and contacts acting like a remote control to PC Client. The toolbar allows you to do the following:•Change your Presence (status)•Call a phone number by entering it into the session box or pasting it from an email or web page•Click-to-call a contact who emailed you•Click-to-call straight from your outlook contacts•Instant Message internal employees who are contacts in Outlook and Friends in PC Client

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Using the PC Client to manage IP Phone• When in the office, the PC Client is linked to your

IP Phone allowing you to:

– Establish connection to your IP Phone– Place calls to anyone– The PC controls the collaboration and video

components, including: • File sharing• Video conferencing

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Using PC Client as Your Primary Phone• In Standalone Mode, call control can take place from your PC.

– Typically used when traveling, have the ability to make and receive calls, send instant messages, (show “presence” as if you were in the office).

– PC microphone/speaker or USB headset used to communicate.

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Using the Personal Agent Web PortalThe Personal Agent is a feature-rich, online user interface for the

IP telephony solution. – Through the Personal Agent, you have access to:

• Routes: Define how to screen and route incoming calls

• Preferences: Manage your account and personal information

• Directory: Create, view, and manage personal and global address books

• Call Logs: View and make calls from your inbox and outbox

• Click to Call: Call any phone number from any phone

• Help: Access to online help

– This browser-based format allows you to manage your preferences from any location with no software download.

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Accessing Personal Agent Web Portal

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OR from any browser go to: http://C4communicate.net

Enter Usernameand Password, Click Login

http://C4communicate.net

Username: smith@milbank.comPassword: [Phone Extension]99

Demonstration

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Questions?

10© 2010 CYPRESS COMMUNICATIONS, INC.