Switch to the New UC App

We recently rebuilt our unified communications app from the ground up to offer a fully updated experience with new and enhanced features to meet your customers’ team communication needs. But none of these improvements will do any good if you’re still using the legacy app, so what are you waiting for? It’s time to make the switch.

The legacy app is being retired soon, so it’s important that you start using the new app sooner rather than later. The redesigned app includes all the collaboration features you're used to, like phone calls, team messaging, and video meetings, and so much more, including:

  • Amazon Chime-backed video conferencing
  • Screen sharing from desktop and mobile
  • Scheduled and recurring meetings
  • Whiteboard sessions
  • Visual voicemail
  • and more!

What Do I Need to Do?

First, contact Customer Support to make sure the new app is available for your account. Once that's confirmed, you can download the new app and start using it immediately, but first you may want to save your personal contacts and messaging history which can’t be moved over.

1. Export Personal Contacts

Your company contacts will automatically load in your new app when you log in, but any personal contacts need to be added to the new app manually. Follow these steps to save your contact list to your computer, so you don’t lose it.

  1. In the legacy desktop app, go to the Contacts menu and select Export Contacts.
  2. Select a file format: .csv (spreadsheet), .vcf (vCard), or .pst (Outlook), then click [Next].
  3. Click [Browse] and select the location you want to save it.
  4. Enter a name for the file and click [Save].


2. Export Legacy Messaging History

While your messages cannot be imported into the new app, you can save them to your computer for personal reference. The legacy app saves messages for up to 90 days, so you have plenty of time to decide which conversations you want to keep.

  1. In the legacy desktop app, locate the chat room or conversation you want to save.
  2. In the desired chat, scroll up to the date or section of the history from which data should be saved. If you want to save the entire chat, scroll up until you see "No more messages."
  3. In the upper right corner, select the ellipses icon (three dots) and choose Export Conversation.
  4. Save the file on your computer for future reference.
  5. Repeat steps 1–4 for any conversations you want to keep.

Export Conversation.png

 Group Chat Rooms

While you’re here, make note of any group chat rooms you still need and the users in those groups, so you can recreate them as messaging channels in the new app.

3. Get the New App

Now it’s time to set up the new app. Messaging only works with people who are on the same app you’re using, so encourage your colleagues to switch over at the same time.

  1. Download the new desktop (Mac, Windows) and/or mobile (iOS, Android) apps to your devices.
  2. Sign in with your email address and the same password you use for the web portal.
    • If your email address doesn't work, try your username instead (without the @domain), or click Forgot password? and go through the process to reset it.  

Your current legacy app isn’t going away just yet, so you can use both apps at the same time while you get acclimated. However, personal contacts and messages cannot be synced between the apps, so take the time to add your personal contacts and set up your group chats again on the new app before you forget.

Add Personal Contacts

  1. Open the contact list you exported from the Legacy app and identify which contacts you want to add to your Personal contact list.
  2. In the new app, go to the Contacts tab and select the Personal list.
  3. Select New Contact on the desktop app or tap + on the mobile app in the top right corner.
  4. Enter the contact information, then save your changes.
  5. Repeat steps 2–4 for any contacts you want to add.

Add Messaging Channels

  1. Go to the Messages tab and select the + button next to Channels.
  2. Enter a name for the channel, then add people by typing their names.
  3. Choose if the channel will be private or public, then select [Create].
  4. Repeat steps 1–3 for any other channels you want to create.

And that’s it! Look around to see how it works and let us know if you have any questions.

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