Description

This article outlines the necessary steps to configure your firewall/network settings to allow the CrexendoVIP Desk phones, Mobile App, Web phone, and CrexendoHD products to function and communicate correctly with our platform.        
 

Users

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Eligibility

Go Integrator Nava must be licensed before it can be used. User licenses are assigned in advance by your service provider.
 

Summary

User Login

After installation, Go Integrator Nava is available from the Launchpad. On first start, Go Integrator Nava will request an "Access Code," which is provided by your service provider, to set default parameters. 

After successful Integrator code entry, the user Login screen is presented.

Go Integrator Nava requires the user credentials to connect to the telephony platform. User credentials can be confirmed each time the client is started, or can auto-login to bypass this step.

Menu Bar

Access by left-clicking on the Nava menu bar icon. The icon is typically green when the user is available, but it can change based on the extension's state or Microsoft Teams availability when Teams status is enabled.

The following functions are available: Presence, Address book, Call History, Search/Dial, Recent Calls, Preferred Device, Configuration, Help, and Exit.

Quick Dial / Search

One of the core functions in Nava is the combined Search and Dial entry field located at the bottom of the menu window. Users can type a phone number directly and press Enter to place a call.

Users can also search by entering a full or partial contact name. Nava will search system directories and any integrated CRM business applications available to the user. Search results are displayed directly within the menu window, where the user can either click the number to dial or open the contact through the slide-out menu.

This view may also display extension status and Microsoft Teams availability for co-workers when supported and enabled.

Preview Window

The Preview Window appears whenever an inbound or outbound call is presented or is currently in progress. It is designed to appear discreetly in the corner of the display so that it provides useful information without taking focus away from other applications.

Context-sensitive call handling buttons are displayed at the bottom of the Preview Window. Display information includes caller/called party details, which are retrieved from the system directory or any integrated CRM business applications.

Call Controls and Preview Window Stacking

Call Controls

The following call controls are available through the Preview Window and Call Toolbar:

The Call Control functionality is dependent on the preferred device selection. The call controls displayed in the Preview Window will be driven by the Preferred device selected. See table:

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Preview Window Stacking

If more than one call is active, Nava automatically stacks Preview Windows to reduce screen clutter. Clicking the header of a stacked window brings that call window to the front.

 

 

Presence

Displays co-worker live extension status and can blend that information with Microsoft Teams availability, when enabled.

Key actions available from Presence include:

• Call co-workers or transfer calls to them
• Show co-worker details
• Open a Microsoft Teams chat
• Add co-workers to Favorites

The Presence window automatically populates with co-workers and sorts them by department. Users can also build a personalized Favorites group by searching for a co-worker and selecting the star icon from the slide-out menu that appears when hovering over the contact.

Address Book Search

Nava can search multiple contact sources depending on the assigned license level. These may include:

• Microsoft Outlook Web Access
• Google Contacts
• Apple Contacts
• Telephone system shared directories
• Telephone system personal directories
• Integrated CRM business applications

To dial a contact, the user can click the displayed telephone number or use the Call buttonfrom the slide-out menu. During a connected call, the same slide-out menu can present transfer options so calls can be quickly transferred to contacts found through the address book.

Contact details can also be opened from the slide-out menu. If a CRM integration is available, the user can click the CRM icon to open the contact within the integrated application.

Call History

The Call History window presents a detailed log of recent inbound, outbound, and missed calls. This allows users to review call activity and quickly return missed or recent calls by clicking the displayed telephone number.

For known contacts, the user can open the related contact details through the slide-out menu and, where supported, open the associated page within an integrated CRM business application.

Additional Features

Missed Call Notification

A pop-up window can appear following a missed incoming call, providing a quick call-back method to avoid missing opportunities.

The notification will stay visible until an action is taken.

 

 

Add Contact

When a telephone number is presented in the Preview Window, Call History, or Recent Calls list and a contact cannot be found, the Add Contact icon is presented.

Click the icon to add contact information and then save to the desired directory or integrated CRM business application. The Add Contact feature can also be used to copy the contact to other locations.

 

 

Recent Calls

The Recent Calls list displays a summary of the most recent calls, showing just a single entry for each contact or number listed.

Click the number to make the call, or open the contact using the slide-out menu.

 

 

Preferred Device

Where multiple devices are available, you can choose your Preferred Device for call handling. This will also define which call control buttons are offered based on the compatibility of the selected device.

NOTE: The ability to answer a call through Nava is dependent on the device type selected. Microsoft Teams calls cannot be answered by Nava.

 

 

 

Dialing Options

Nava includes several click-to-dial methods intended to speed up outbound calling and reduce manual dialing steps.

Clipboard Dialing

If a telephone number is copied to the clipboard, Nava can present an automatic pop-up window that offers the option to dial that number directly.

Click the Call icon to dial.

 

 

Focus Dialing

When Focus Dialing is enabled, Nava can detect telephone number fields inside other applications and present a click-to-dial icon beside the field.

NOTE: If the field contains more than one phone number, hovering over the icon displays a drop-down so the user can choose which number to dial.

 

 

 

Web Page Dialing

Nava can also recognize phone numbers displayed on web pages and convert them into quick-dial hyperlinks so the user can click to dial directly from the page.

 

 

Related Information

• How To: Go Integrator Nava - Login
   

Escalation Information

Change Log