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DesktopMobilePBX
a week ago

UCaaS Update: Autotask PSA Integration, AI Transcription Improvements, and Bug Fixes

UCaaS now gives partners cleaner post-call insights, more reliable daily workflows, and a rebuilt Autotask PSA integration for Early Access partners. AI-generated transcripts and summaries are easier to review, several fixes improve chat, call monitoring, proposals, and navigation, and the rebuilt Autotask PSA Integration adds call pop-ups and automatic missed-call ticket creation.

What's New

  • AI transcription and summary generation now occur automatically after calls complete, giving partners access to call insights without a manual processing step.
  • Call transcripts now show speaker names instead of generic placeholders, making conversations easier to review.
  • AI call summaries no longer include an unnecessary "Follow-up Actions (Recommended)" section, keeping summaries cleaner and more focused.
  • Duplicate sender names in Desktop app chat conversations are resolved, so each message displays the correct participant name.
  • Initial call park events now appear correctly after a service restart, improving call monitoring accuracy for partners using Busy Lamp Field (BLF) tracking.
  • Proposal PDF downloads now succeed when the Display Name field is empty, preventing errors during proposal review workflows.
  • Navigation from the Unity Platform to Secure now works reliably for all users.
  • The rebuilt Autotask PSA Integration is available to Early Access partners with a new tabbed interface and backend API improvements.
  • Incoming call pop-up notifications are now available in the Autotask PSA Integration for Early Access partners, giving users immediate awareness of calls as they arrive.
  • Missed calls now automatically create tickets in the Autotask PSA Integration for Early Access partners, helping teams track follow-up without manual ticket creation.

Why You'll Love It

Partners can now review call activity faster with automatic transcription, clearer speaker labels, and more focused AI-generated summaries. Daily workflows are also more reliable across chat, call monitoring, proposal downloads, and platform navigation. For Early Access partners, the rebuilt Autotask PSA Integration provides a stronger foundation for call-aware workflows, with real-time call pop-ups and automatic missed-call ticket creation that reduces manual follow-up work.

How to Access It

AI transcription improvements and the listed bug fixes are live now in UCaaS and are automatically applied where supported. Autotask PSA Integration features, including the rebuilt app, call pop-ups, and missed-call ticket creation, are available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started.

Avatar of authorRob McDonald
DesktopMobilePBX
3 weeks ago

UCaaS Update: Faster Desk Phone Call Initiation

UCaaS Desktop now provides a more responsive desk phone calling experience for users who place calls from "My Team." Calls begin without the previous delay, helping users move from contact selection to active call handling more quickly.

What's New

  • Calls now route to the desk phone immediately when users select "Use Desk phone to make calls" under "My Team."
  • A previous 5-second delay in the call initiation process has been removed, improving responsiveness during desk phone calling.

How to Access It

This update is live now in UCaaS Desktop 26.26.1 and is automatically applied where supported. No action is required.

Avatar of authorRob McDonald
DesktopMobilePBX
a month ago

UCaaS Update: MFA Self-Service Widget and Android Mobile Improvements

UCaaS now gives users more direct access to account security settings with a new multifactor authentication (MFA) self-service widget. Android mobile updates also improve core workflows across Contacts, Recents, Dialpad, Messaging, Voicemail, and Profile, while a dialing fix makes calls to numbers with a "+" prefix more reliable.

What's New

  • The MFA self-service widget is now available in UCaaS, allowing users to view and configure their MFA settings at any time without waiting for a login prompt.
  • Android Contacts has been refreshed for Early Access partners with improved search across names, numbers, emails, and addresses.
  • Android contact details now include recent call history and a new button for adding contacts quickly. (Early Access)
  • The Recents tab on Android now includes a segmented control to toggle between All and Missed calls. (Early Access)
  • Android Recents now includes filters for incoming, outgoing, missed, and group calls. (Early Access)
  • The Android Dialpad now shows unique contact entries by phone number, pre-populates the last dialed number without auto-dialing, and includes a messaging shortcut. (Early Access)
  • Android Messaging now reduces unnecessary prompts by delaying room creation steps until needed, focusing input on room names, and clearing the screen cleanly after a thread is created. (Early Access)
  • Voicemail management on Android now includes a standard share icon and a new edit mode with checkboxes for mass deletion. (Early Access)
  • The Android Profile tab now has a cleaner layout with a dedicated "My Primary" number category, updated icons, and repositioned call strategy controls for consistent display across device sizes. (Early Access)
  • Android calls to phone numbers with a "+" prefix now connect reliably.

Why You'll Love It

The MFA self-service widget gives users more control over account security and reduces the need to wait for a login prompt to manage settings. Android Early Access improvements make core mobile workflows easier to navigate, whether users are managing contacts, reviewing recent calls, composing messages, checking voicemail, or updating profile settings. The dialing fix also improves call reliability for international-format numbers that include a "+" prefix.

How to Access It

The MFA self-service widget is live now in UCaaS and available to all users with no action required. The Android call reliability fix is included in Android 26.6.2 and is automatically applied where supported. Android UI improvements across Contacts, Recents, Dialpad, Messaging, Voicemail, and Profile are available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started.

App/Play Store Release Notes

Android 26.6.2 improves mobile call reliability for numbers with a "+" prefix. Early Access updates also refresh Contacts, Recents, Dialpad, Messaging, Voicemail, and Profile for a cleaner Android experience.

Avatar of authorRob McDonald
DesktopMobilePBX
a month ago

UCaaS Update: Voicemail Notifications, Modernized Contacts, and Messaging Improvements

UCaaS now gives partners clearer voicemail details, a cleaner mobile Contacts experience, and more reliable messaging across Android and iOS. These updates make it easier to identify missed calls, find contacts on mobile, and keep client conversations moving with fewer delivery or status issues.

What's New

  • Voicemail notifications now include detailed caller information, helping partners identify missed calls without opening each voicemail.
  • The Contacts page on iOS and Android has been modernized with a cleaner layout, improved browsing, and stronger visual hierarchy.
  • Android message delivery is more reliable for Early Access partners, reducing failed or delayed communications.
  • Android messaging now retains input when the Enter key is used, preventing unintended message loss.
  • iOS message sync now presents conversations more consistently while users are on the go.
  • Message status updates now reflect delivery and read receipt states more accurately, giving partners clearer communication status.

Why You'll Love It

Clearer voicemail notifications reduce the time spent tracking missed calls, while the modernized Contacts page makes mobile contact browsing easier. Messaging improvements across Android and iOS also reduce manual troubleshooting and help partners keep client communications on track.

How to Access It

Voicemail notification improvements, the modernized Contacts page, the Android Enter key fix, iOS message sync improvements, and message status updates are live now in UCaaS and are automatically applied where supported. The Android message delivery improvement is available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started.

App/Play Store Release Notes

Voicemail notifications now include clearer caller details, mobile Contacts has a cleaner browsing experience, and messaging reliability is improved across Android and iOS.

Avatar of authorRob McDonald
DesktopMobilePBX
a month ago

UCaaS Update: Universal macOS Desktop, Updated Mobile Login, and Unread Conversation Filter

UCaaS now makes it easier for partners to deploy the Desktop app on Apple Silicon Macs, gives mobile users a cleaner login experience on Android and iOS, and helps Desktop users focus on conversations that need attention. These updates improve cross-platform consistency and make day-to-day work more efficient across devices.

What's New

  • A universal macOS build of UCaaS Desktop is now available, adding native support for Apple M-series chips and simplifying installation on modern Mac hardware.
  • Desktop users can now filter the message list to show only unread conversations, making it faster to identify and act on messages that need attention.
  • The Android app now includes an updated login screen and flow with a cleaner, more intuitive authentication experience.
  • The iOS app now includes an updated login screen and flow with the same modernized design, delivering a consistent login experience across mobile platforms.

Why You'll Love It

Partners deploying UCaaS to teams using newer Apple hardware can now install the Desktop app natively on M-series Macs, reducing compatibility issues and improving performance. Desktop users can also focus on unread conversations without scrolling through full message history, while Android and iOS users benefit from a cleaner, more consistent login flow.

How to Access It

These updates are live now in UCaaS and are automatically applied where supported. The universal macOS Desktop build is available from the dedicated Apple Silicon download link. The updated mobile login experience is live in Android 26.5.3 and iOS 26.5.2 and will reach devices automatically through app store updates.

App/Play Store Release Notes

Updated login screens and flows on Android and iOS deliver a modern, consistent authentication experience for UCaaS mobile users.

Avatar of authorRob McDonald
DesktopMobilePBX
a month ago

UCaaS Update: SMS Reliability, Android Network Notifications, and Login Improvements

UCaaS now improves messaging reliability after service plan changes, gives Android users clearer feedback when network issues affect calls, and refreshes the Android login experience. These updates help reduce communication disruption and make mobile authentication more straightforward.

What's New

  • SMS messaging now works reliably after an account moves from one service plan to another, preventing plan changes from interrupting user messaging.
  • The Android app now notifies users when a network connection error occurs during a call, making call failures easier to understand.
  • The Android login screen has been refreshed with an updated design and simplified flow, making authentication faster and easier for mobile users.

How to Access It

These updates are live now in UCaaS and are automatically applied where supported. No action is required.

Avatar of authorRob McDonald
DesktopMobilePBX
2 months ago

UCaaS Update: Mobile Call Screen Improvements and Network Error Notifications

UCaaS now provides a more consistent mobile call experience, with network error notifications on iOS and Android and an updated iOS Active Call Screen for Early Access partners. A Chrome extension click-to-dial improvement also restores expected mobile routing, helping partners stay connected no matter where they work.

What's New

  • The iOS Active Call Screen has been updated for Early Access partners with a modern interface and improved controls for mute, hold, transfer, and conference.
  • The iOS mobile app now notifies users when a network connection error occurs during call setup, reducing confusion when calls fail to connect.
  • The Android mobile app now notifies users when a network connection error occurs during call setup, reducing confusion when calls fail to connect.
  • Chrome extension click-to-dial now routes calls to the mobile app as expected when calls are initiated from the browser.

Why You'll Love It

Mobile call handling is now smoother and more transparent for partners and their users. Network error notifications on iOS and Android make call setup issues easier to recognize, while the updated iOS Active Call Screen brings key call controls into a cleaner mobile experience. Chrome extension click-to-dial improvements also help keep browser-to-mobile calling workflows reliable.

How to Access It

Network error notifications and Chrome extension click-to-dial improvements are live now in UCaaS and are automatically applied where supported. The updated iOS Active Call Screen is available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started.

App/Play Store Release Notes

Network error notifications on iOS and Android make call setup issues easier to recognize. The updated iOS Active Call Screen adds a modern interface with improved controls for mute, hold, transfer, and conference.

Avatar of authorRob McDonald
DesktopMobilePBX
2 months ago

UCaaS Update: PSA Integration, Call Recording Consistency, and Caller ID Improvements

UCaaS now helps partners keep PSA tickets current with AI-generated call notes, while improving call recording accuracy and outbound caller ID consistency. These updates reduce manual ticket work and give partners more confidence that recordings and caller ID details reflect the settings configured for each account.

What's New

  • PSA integration now creates ticket notes automatically using AI-generated call transcriptions and summaries, reducing manual data entry after calls.
  • PSA ticket notes now update as new call data becomes available, giving support teams more current context in each ticket.
  • Call recording now reflects each account's configured recording list, preventing unexpected recordings and helping partners support client compliance requirements.
  • Outbound caller ID names now stay consistent with the name configured in the PBX portal, reducing discrepancies caused by carrier caller name handling.

Why You'll Love It

AI-generated PSA call notes help partners keep helpdesk workflows moving with less manual effort and more complete ticket context. More accurate call recording behavior helps partners support compliance requirements across client environments, while outbound caller ID consistency reduces confusion when users place calls.

How to Access It

These updates are live now in UCaaS and are automatically applied where supported. No configuration is required.

Avatar of authorRob McDonald
DesktopMobilePBX
2 months ago

UCaaS Update: Desktop Messaging Clarity, PSA Integration, and Android Improvements

UCaaS now gives support teams clearer messaging context, more automated AutoTask integration documentation, and a more reliable Android call experience. Desktop messaging improvements help agents choose the right channel, PSA enhancements reduce manual call logging, and Android updates improve call answering and active call controls.

What's New

  • The Desktop "from" dropdown now shows a visual indicator for internal-messaging-only values, helping support agents distinguish internal channels from external ones.
  • The shared SMS inbox now shows which internal user responded to a message, making conversation ownership easier to track when multiple contacts share the same phone number.
  • AutoTask integration now automatically creates call log notes with detailed call metadata, keeping support records complete without manual logging.
  • Android users can now answer incoming calls without unlocking the screen, restoring expected call availability when the device is locked.
  • AutoTask integration now supports configurable ticket creation settings for Early Access partners, including field customization and workflow toggles.
  • Call metadata is now automatically attached to selected PSA tickets when a call ends for Early Access partners, giving support agents richer context for each interaction.
  • The Android Active Call Screen has been refreshed for Early Access partners with modern UI elements and more accessible controls for mute, hold, transfer, and conference.

Why You'll Love It

Clearer Desktop messaging indicators reduce the risk of sending internal messages through external channels, while shared SMS identity details make team conversations easier to follow. Automated AutoTask call logging helps support agents spend less time entering call details manually, and enhancements add more flexibility and context to ticket workflows. Android improvements also make call handling more reliable, with a lockscreen fix for incoming calls and a refreshed Active Call Screen for a more modern mobile experience.

How to Access It

Desktop messaging improvements, shared SMS identity details, automated PSA call log notes, and the Android lockscreen call-answering fix are live now in UCaaS and are automatically applied where supported. The refreshed Android Active Call Screen, PSA call metadata attachment, and configurable ticket creation settings are available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started: Managing Early Access Features

App/Play Store Release Notes

The updated Android Active Call Screen delivers a modern interface with improved controls for mute, hold, transfer, and conference, making mobile call handling easier and more consistent.

Avatar of authorRob McDonald
DesktopMobilePBX
3 months ago

UCaaS Update: Bluetooth Audio Routing, Caller ID Reliability, and PSA Integration Improvements

UCaaS now improves call handling across mobile, Desktop, and AutoTask-connected workflows. Android calls route more reliably to the right Bluetooth device, caller identity stays visible through hold and transfer actions, queue calls can be declined from Desktop, and PSA integration improvements give Early Access partners a more stable experience.

What's New

  • Android Bluetooth audio now prioritizes vehicle and headset devices over wearables during calls, keeping audio routed to the expected hands-free device.
  • Caller ID is now preserved when inbound calls are placed on hold, parked, or transferred, so users continue to see the original caller's information throughout the call.
  • Queue calls can now be declined from the UCaaS Desktop app, preventing declined call center interactions from continuing to ring indefinitely.
  • AutoTask integration platform list views are more reliable for Early Access partners, with improvements to sticky tabs, pagination, sorting, and contact deduplication across Contacts, Accounts, and Tickets.

Why You'll Love It

Caller ID reliability helps teams keep the right caller context through common workflows like hold, park, and transfer. Android Bluetooth routing improvements make mobile calls feel more natural in hands-free environments, especially in vehicles, while queue call declines restore expected Desktop behavior for call center users. PSA integration improvements also help Early Access partners manage records more consistently during daily workflows.

How to Access It

Caller ID reliability, queue call decline, and Android Bluetooth routing improvements are live now in UCaaS Desktop 26.17.1 and Android 26.4.3 and are automatically applied where supported. PSA platform list view and proxy connectivity improvements are available in Early Access through the UCaaS platform. Use the Managing Early Access Features instructions to get started: Managing Early Access Features

App/Play Store Release Notes

Android 26.4.3 improves Bluetooth audio routing to prioritize vehicle and headset devices over wearables, keeping call audio in the right place automatically during hands-free and mobile calls.

Avatar of authorRob McDonald