8x8 Work for Desktop | Quick User Guide

INSTALL NAVIGATION
1 Change your presence 7 Meetings: Host, join, and
Download and install 8x8 Work for Desktop.
status and view your user manage meetings.
Log in details.
8 Fax: Send, receive, and
Open the application, and log in using the credentials 2 Search: Look up contacts manage your faxes.
given in your welcome email. If your company uses by name, number, and
Single Sign-On (SSO), log in using your standard 9 Recordings: Review and
more.
company credentials. manage call recordings.
3 Call queues: Log in to or
PLACE YOUR FIRST CALL out of your assigned call 10 Call using: Manage calls via
queues. your desk phone or app.
1. In the navigation bar, click Search .
2. Type in any phone number or contact name. 4 Calls: View call logs and 11 Settings: Configure the
voicemail, and place calls. features of the application.
Try your mobile number!
12 Send Feedback: Send your
5 Contacts: Access your
3. In the search results, hover over the desired number feedback on the application.
contact directory.
or contact, and click the Call option that appears
to place a call. 13 View whether a
6 Messages: Send and
contact is available for
You can also search for contacts in your call history, or receive messages from
communication.
dial a number using the dialpad in the Calls list of the your contacts.
app.
View presence status
Check call history In the contact directory, you can view whether a contact is available for communication:
Under your Calls list in the app, you can view details • Available: Available for calls and chats
on call history and voicemails. • Do not disturb: Busy, and forwards incoming calls to voicemail
Call logs indicate whether a call was missed , • Busy: Busy, but available for calls and chats
incoming , or outgoing . Select a call log to view • On a call (status set automatically): Busy on a call or in an 8x8 meeting
call details, duration, and direction. • Away: Away from their desk or inactive for some time
• Invisible/Offline: Appears as offline
Call using desk phone or app
If you are a user with a desk phone assigned to your extension, you can route calls through the app or through your
desk phone. In the navigation bar, click the Call using menu to select whether you want to:
• Place and receive calls using 8x8 Work for Desktop.
• Place and receive calls using your desk phone while taking advantage of advanced call controls in the app.
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USE IM AND SMS ACCESS CONTACTS Create personal contacts
With Team Messaging for 8x8 Work on desktop and From your Contacts list in the app, access company To easily organize and access phone numbers outside
mobile, collaborate with your colleagues via chat more and personal contacts for communication, and mark of your company directory, you can create personal
effectively than ever before! contacts as favorites for quick access. contacts that are visible only to you.
Communicate with company and external contacts, or To create personal contacts:
with groups of colleagues in chat rooms for enhanced 1. Go to > My Contacts.
collaboration.
2. Click the New Contact option, and click Add
new contact to start creating a new contact.
3. Enter the contact details, and save. The personal
contact is listed under > My Contacts.

You can also create a personal contact from an

ACCESS FAX
Your contacts are organized under: Open your Fax list in the app to view and send faxes.
You can view who sent the fax, how many pages were
From your list of Messages in the app, create • Company: Connect with coworkers on your sent, and if there was an error while sending a fax.
chat rooms on demand, stay up to date on your company’s phone system. You can also sort
team’s discussions, bring multiple teams together to COLLABORATE VIA MEETINGS
company contacts by department or location.
collaborate, and more! In the desktop app, you can also With 8x8 Meet, host or participate in productive
view your list of chat rooms independently of your one- • My Contacts: If you communicate often with
business meetings using 8x8 Work. Record meeting
on-one chats. contacts outside your company, you can create content, share your screen, stream your meeting live,
personal contacts visible only to you. and much more!
For details on team messaging, click here.
• Favorites: Mark frequently-used contacts for quick For details, see our quick user guide on 8x8 Meet!
access.
Under the Company section of your contact list, click the
Sort option to quickly find contacts by department or
location, or to view all company contacts in alphabetical
order.

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© 2022. The 8x8 logo is a registered trademark of 8x8, Inc. PM590/0216 v12
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