What you need to know:
The Business Integrator client integrates your Consolidated ProConnect service with a variety of business applications to provide a more effective and intuitive work environment for your team.
Introduction
Use Business Integrator to easily manage key telephony features like do not disturb, call forwarding, and mobility settings. This guide walks you through the steps for getting started, including download, install, login, and initial configuration on Mac operating systems.
1.
Download and Install
To install Business Integrator:
- Go to the following URL: https://proconnect.consolidated.com/downloads_n_links/
- Under Business Integrator, click the Download link. A file will be downloaded to your computer. Depending on your computer configuration, you may be asked if you want to save the file.
- Double-click the .pkg file and click the Install button.
- Drag and drop the file into your system drive.
- Review the End-User License Agreement and click the I Agree button to continue. You must agree to the End-User License Agreement to complete the installation.
- Follow any on-screen instructions. Once the Business Integrator has finished installing, click the Finish button to close the installer.
Login
When the installation is completed, the Business Integrator application will launch.
To log in to the application:
- Enter the access code for Consolidated CHMCONC-MAC.
- Enter your Username and Password.
- Your username is your ProConnect phonenumber@voicecci.net
- Your password is your ProConnect password.
- Click Log in.
Business Integrator is designed to be discrete and sits silently in your header menu, waiting to be clicked on or for calls to be made or received. It is always running and providing useful information as you need it, yet at the same time not interfering when you are working in other applications.
When Business Integrator for Mac is running, a colored circle icon will be displayed in the Menu Bar. The icon color represents the current user status: e.g., green for ready or available status.
The Go Integrator icon color displayed represents the status of your user extension combined with your Microsoft Teams availability if Microsoft Teams integration is enabled and active:
- Green: User is ready/available
- Red: User is busy (flashing indicates ringing)
- Yellow: User is away (flashing indicates current call on hold)
- DND: User is set to Do Not Disturb
To open the client and access tools and settings:
- Click on the Go Integrator icon within the Menu bar.
2.
Guided Tour
Once you have successfully logged in, right-click the application to see a snapshot of the most common features of the Business Integrator application. This guide provides a brief overview of each of the feature functions.
Within the Home tab, you can find the following features:
- Presence – This will open a pop-up window that enables the search and selection of users to monitor their phone presence. You can also place a call to a user, show their user information, and mark them as a favorite.
- Address Book – This option opens a pop-up window that enables the search and selection of users in your site and your CRM contact directory.
- Call History – This shows your call history and allows you to quickly redial or add the number as a contact.
- Configuration – This enables you to configure more advanced features within your application, such as General settings, Events, Integrations, and About information.
- Search – Type a number here and press Enter on your keyboard to make an immediate phone call.
In the Recent Calls tab, you can see a snapshot of your recent call history. From here, you can place a call to that individual or save them as a contact.
The Preferred Device tab allows you to select the primary device in which you’d like to make and answer calls. You can select your device using the dropdown menu.
The Help tab provides you with various predetermined help categories. Click the category you want to view, and a page will open in the web browser.
The Session button allows you to access the following functions:
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- Log out – This will log out the current user.
- Exit Business Integrator – Will unload the software from your Mac. Your phone will still ring but you will no longer receive notifications on your computer.
3.
Initial Configuration
Before you start using your Business Integrator application, you should configure some initial settings, including Telephony and Integration. In the main window, select Configuration. Here, you can set preferences for your Business Integrator. Click Save to save your changes.
Integration Configuration – Business Integrator works with several applications. For a full list of integrations and specifics, refer to the guide.
Within the Configuration window, you can set up the Integrations you want your Business Integrator to communicate with. To configure, follow these steps:
- Under Integrations, select Add New.
- From the drop-down menu, select the CRM software integration. Then, select Set. Depending on your selection, you must enter login credentials based on that platform.
- Additional options will be presented for you to enable and are dependent on the integration type chosen.
- Select Save to store any new or edited information.