Business Apps

Discover your business apps' features and quickly learn how to use them with our help guides and videos below.

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Unity | Broadworks Receptionist Console

Contacts - Read Guide

Adding Contacts | Set as Favorite | Editing Contacts | Searching Contacts

Preferences - Read Guide

Unity Guides

Unity - Receptionist Console - Read Guide

Unity Desktop Help Guide - Getting Started - Read Guide

The Interface | Call Control | Busy Lamp Field | Instant Messaging

Unity Desktop Help Guide – Read Guide

Unity Dashboard Tabular & Graphical Quick Start Guide - Read Guide

Login to Unity Dashboard | User Groups | Display Templates | Tabular templates | Add/Edit Display Template | Selecting Statistics | Configuring Thresholds | Graphical templates | Add/Edit Display Template | Selecting from the layout pre-sets | Data source | Configuring the statistics | Thresholds | Creating News | Dashboard

Unity Dashboard Tabular & Graphical Help Guide - Read Guide

About Unity Dashboard | Key Features | System Requirements | Internet & Firewall | Initial Setup | Introduction | Installation Folder | Confirm Installation | Installation Progress | Installation Complete | Launch Unity | Getting Started | Entering Login Details | Entering Connection Details | About | Settings | Authentication | Settings | Network | Display and Statistic Settings | Configuring Service Levels | Home Page | User Groups | Add/Edit User Group | User Groups [for non-acd environments] | Selecting Statistics in Display Template | Tabular templates | Add/Edit Display Template | Selecting Statistics | Configuring Thresholds | Graphical templates | Add/Edit Display Template | Tiles | Badges | Half gauge | Full gauge | Charts | Selecting from the layout pre-sets | Data Source | Adding graphical elements | Configuring the statistics | Thresholds | Creating Views | Dashboard | Call Centers only | Agents only | Call Center & Agents | How to Retrieve Logs | From running application | Troubleshooting

Unity Dashboard Graphical Layouts - Read Guide

Unity Dashboard Graphical Layouts | Tiles | Badges | Half Gauge | Full Gauge | Charts | Dashboard Layout 1 | Dashboard Layout 2 | Dashboard Layout 3 | Dashboard Layout 4 | Dashboard Layout 5 | Dashboard Layout 6 | Dashboard Layout 7 | Dashboard Layout 8 | Dashboard Layout 9 | Dashboard Layout 10 | Dashboard Layout 11 | Dashboard Layout 12 | Dashboard Layout 13 | Dashboard Layout 14

Unity Dashboard Statistics Explanation - Read Guide

ACD Queue Statistics | Agent/User Statistics

Unity Browser-enabled Call Center Desktop Quick Start Guide - Read Guide

Sign In | The Interface | Main interface elements | My Status | Contacts | Call Logs | Call Control | Place and Answer Calls | Transferring a Call | Starting a Conference Call | Ending a Conference Call | Managing Multiple Calls | Busy Lamp Field | Monitored User States | Drag and Drop Calling | Call Pickup | Instant Messaging

Unity Browser-enabled Call Center Desktop Help Guide - Read Guide

Introducing Unity | System Requirements | Web Browser Requirements | Internet & Firewall | BroadSoft Platform Requirements | Connecting using XSI | Optional Services | Initial Setup | Unity Web Client Interface Overview | Resizing Unity | Show Remote Party Phone Number | Override Contact Name Using Number | Summary Toast Notification | Browser Integration Through Call Detail Popup | Appearance | Main Interface Elements | Call Control | Call Control Options | Active Call Window | Contacts [Busy Lamp Field] | Call Logs | Voicemail | Call Control | Making a Call | Using the Dial Window | Using the Contacts Panel | Drag and Drop | Using Directory Search | Answer a Call | End a Call | Redial | Send Call to Voicemail | Retrieving Voicemail Messages via Voicemail Button | Retrieving Voicemail Messages via Voicemail tab | Transferring a Call | Announced Transfer | Warm Transfer | Blind Transfer | Using Contacts Panel Drag and Drop | Using Transfer Button | Using Right Click | Transfer to Voicemail | Using Contacts Panel Right Click - Voicemail | Using Drag and Drop | Transfer to Mobile | Using Contacts Panel Right Click - Mobile | Using Drag and Drop | Call Hold/Retrieve | Placing a Call on Hold | Retrieving a Held Call | Conference Calling | Starting a Conference Call | Adding Multiple Parties | Adding Multiple Parties | Conference Bridge Integration | Call Recording | Changing the Call Recording Option | Controlling Call Recording | Active Call Window | Managing Multiple Calls | Resizing the Active Call Window | Drag and Drop | Make a Call to a User or Number | Transferring a Call to a User | Send to Voicemail | Call Control | Send New Instant Message | Add Participant to Existing IM Session | Transfer Call to IM Participant | Contacts Panel [Busy Lamp Field] | Contact Panel Display Options | Details View | Column View | Small Icon View | User Icons | Instant Messaging Availability | Managing Monitored Users in the Contacts Panel | Performing Call Control Actions in the Contacts Panel | Call Extension | Park Call on Extension | Retrieving Parked Calls | Camp Call on Extension | Call Mobile | Transfer Call to Mobile | Transfer Call to Voicemail | Barge into This Call | View User Details | Adding Audio Alerts to Monitored Users | Send Email | Answer This Call [Call Pick-Up] | Instant Messaging | Online/Offline Indicator | Docking the IM Window | Sending an Instant Message | Adding Participants to an Existing IM Session | Personal Directory | Add New Entry | Edit Entry | Remove Entry | Dialing Directory Entry | Contact Search Directories | Loading Directories | Contact Search Results Layout | Call Logs | My Status | CommPilot Express Profiles | Do Not Disturb | Call Forward Always | Hot-Desk and Flexible seating | Out of office assistant

Unity Call Center Supervisor - Read Guide

Unity Omnichannel Supervisor - Read Guide

Unity Call Center Agent - Read Guide

Unity Call Center Statistics - Read Guide

Unity Call Center Reports - Read Guide

Unity CRM Integration – Sugar CRM - Read Guide

Configuring the Sugar CRM Portal | Configuring Sugar CRM Integration | Unity CRM Functionality

Unity CRM Integration – Zoho CRM - Read Guide

Configuring Zoho CRM Integration | Unity CRM Functionality | Troubleshooting

Unity CRM Integration - Salesforce.com - Read Guide

Configuring Salesforce.com Integration | Contact pop | Contact Search | Call log Entry

Unity CRM Integrations – Agile CRM - Read Guide

Configuring Agile CRM | Contact pop | Contact Search | Call log Entry

Unity CRM Integration – MS Dynamics - Read Guide

Integrating MS Dynamics | Login and Password | Contact pop | Contact Search | Call log Entry

Unity CRM Integrations – Zendesk - Read Guide

Configuring Zendesk Integration | Contact pop | Contact Search | Call log Entry

Unity CRM Integration - Omnichannel - Read Guide

Introduction | Authorization | End User Experience | Managing Twitter | Transfer | Attachments | Direct Message Request | CRM Automatic Contact pop | Viewing Historical Conversations | Troubleshooting

To download Unity Desktop, visit our Downloads and Links page

Unity Desktop Videos

To watch videos, please visit our Unity Desktop Videos page.

Unity Desktop Training (recorded webinar)

Unity Receptionist Videos

To watch videos, please visit our Unity Receptionist Videos page.

Broadworks Receptionist Console guides

Receptionist Console - Read Guide

Managing Calls | Receptionist Interface | Managing Contacts | Managing Queues | Keyboard Shortcuts

To access the Receptionist Console, visit our Downloads and Links page

Broadworks Receptionist Console Videos

Receptionist console tutorial

Receptionist Console Tutorial

Reception Console Training (recorded webinar)