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Preferences and user menu ​

From the top of the Inbox you have access to your status, notifications, and all account customization options.

The navigation bar is the top strip of the Inbox. From there you can see your connection status, change your user status, review notifications, and access the user menu with all your account options.

Connection status ​

Indicates whether your Inbox is operational. The possible states are:

  • Connected: everything is working correctly and you can receive interactions.
  • Connecting: uContact is establishing the connection with the Server.
  • Reconnecting: uContact is trying to reconnect. This is usually due to a brief internet drop or a version update in progress.
  • Phone not connected: the connection with the Server works, but the phone is not registered. You can keep working with text channels, but you cannot make or receive calls.
  • Websocket and Phone not connected: neither the connection with the Server nor the phone is established.

You can have up to 3 Inboxes connected at the same time with the same user; if you try to open a fourth one, a blocking screen appears instead of the Inbox. See Using multiple Inboxes simultaneously for more details.

User status ​

From here you can change your status and indicate your availability to receive interactions. Some examples: Available, Lunch, Break, Busy, Unavailable.

Notifications ​

Shows the list of pending system notifications. You can receive notifications for reports ready to download, transfers, and more.

User menu ​

From your user icon you access all personal configuration options.

My dashboard ​

Your personal dashboard with a daily summary of your activity, including statistics and charts.

  • Interaction detail: number of inbound and outbound interactions of the day, organized by channel. For Phone, outbound interactions include both manually placed calls and those managed from an Outbound Hub.
  • Timeline: a chronology of your actions for the day (logins, pauses, interaction starts). You can filter by event type or adjust the time range.
  • Connected time: total time connected, split between busy time (handling interactions) and free time.

Avatar ​

You can create a custom avatar or upload a profile photo to identify yourself within uContact. This option is not available on mobile devices.

To create your avatar you can customize the head, facial hair, glasses, eyebrows, eyes, mouth, and clothing. Use the arrows on the right section to change each element and the color palettes to adjust tones. You can also generate a random avatar with the Random button.

Preferences ​

From this section you can customize notifications, visual appearance, language and time zone, and audio devices. The options are organized in the Notifications, Appearance, Language & Timezone, and Sounds tabs.

Notifications ​

Choose the sound you want to hear when receiving an interaction (Interaction sound), a message (Message sound), or a call (Ringing sound). Click on each option to preview it and adjust the Volume to your preference.

Receive browser notifications: if you enable this option, you will receive browser notifications about new interactions even when you are not on the uContact tab.

Browser permissions

To receive browser notifications, you need to enable notification permissions in your browser settings.

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Appearance ​

Customize the visual look of the Inbox by choosing the theme and accent color.

  • Theme mode: Light or Dark.
  • Theme color: a gradient theme or one of these colors: blue, green, yellow, pink, or purple.
Did you know...?

When you change the theme color, my colors change too! Try them all and pick your favorite.

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Language & Timezone ​

Select the interface language. You can change it at any time; it also changes the date and time format.

Available languages: Spanish, English, Portuguese, and Canadian French.

In Time zone you choose the zone in which all dates and times in uContact are displayed: a specific zone or the Browser time zone.

Sounds ​

Configure the audio devices used by uContact independently for each purpose.

  • Call audio: device used for active calls (audio input and output).
  • Notifications: device used for call ringing, notifications, and interaction sounds.
  • Microphone: device used to capture your audio during calls.

By default, each setting uses the operating system's default device. If you have multiple audio devices connected, you can assign a different device to each role. Changes apply immediately and persist between sessions.

Keep in mind!

If a configured device is disconnected, uContact will automatically fall back to the operating system's default device.

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API Token ​

From this option you can create API tokens with a name, copy them, and delete them. It only appears if you are a superuser or your profile has permissions on any resource.

Keyboard shortcuts ​

This option is not available on mobile devices. From it you can see all available shortcuts in uContact to work faster.

ActionShortcut
PortalAlt + P
InboxAlt + I
AgendaAlt + C
SubmenuAlt + M
New item formAlt + Shift + C
New interaction formAlt + Shift + C
SearchAlt + S
NotificationsAlt + N
StatusAlt + B
User menuAlt + U
Answer callAlt + A
End callAlt + H

Network test ​

Takes you to the Net2phone network diagnostics page, where you can check:

  • Camera functionality.
  • Microphone audio.
  • Speaker sound.
  • Internet connection quality.

If you have audio or sound issues while using uContact, use this tool to diagnose them before contacting support.

Help ​

From this option you access the official uContact documentation to consult guides and learn how to use the system.

Start as unavailable ​

If you enable this option, the next time you log in you will be set to Unavailable status and no interactions will be assigned to you. Other users will see you as disconnected, although the Supervisor will be able to see that you are connected from the campaign dashboard.

Change password ​

From this option you can change your password without logging out. Enter your current password and then the new one, which must meet the minimum security requirements configured by the Administrator.

Logout ​

Log out of uContact from here. After clicking, you will need to confirm the action.

Using multiple Inboxes simultaneously ​

You can have up to 3 Inboxes open at the same time, across different tabs or devices. Each session is independent — logging in from a new location does not invalidate existing sessions, so you can be connected from your PC and your mobile at the same time, for example.

Everything you do in one Inbox (sending messages, handling interactions) is reflected in real time across all other open Inboxes.

Telephony with multiple Inboxes ​

The following types of calls ring on all your connected Inboxes at the same time:

  • Inbound calls from a campaign.
  • Preview dialer calls.
  • Calls from other agents (internal calls).

Once you answer in one Inbox, the others stop ringing. Audio flows only through the Inbox where you answered, and the other open Inboxes show a purple indicator on the interaction and on the tab to let you know a call is active on another session. The telephony button is blocked on those Inboxes to prevent starting additional calls while one is already in progress.

Auto-answer with multiple Inboxes ​

If a campaign has User auto-answer enabled, the behavior depends on how many Inboxes you have open:

  • One Inbox open: the call is answered automatically as usual.
  • More than one Inbox open: auto-answer is disabled for that call. The call rings on all your Inboxes and you must answer it manually.

Reaching the connection limit ​

If you try to open a fourth Inbox, a blocking screen appears that prevents you from using uContact. From that screen:

  • You will see the message "You've reached the tab limit", which asks you to close one before opening another.
  • The tab does not reconnect on its own: close one of your other Inboxes and click Try again. The page reloads and, if you have fewer than 3 active connections, the Inbox connects and you can continue working normally.

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