InfinityOne - Quick User Guide

Chapter 1 - Introduction

InfinityOne is a web-based chat service and soft phone provided on the UCx Server that is ideal for companies wanting to privately host their own chat service.

Both a browser-based and desktop client version of the application are available and supported.  However, the desktop version offers significant enhancements to the user interface when dealing with voice calls, as the application can be active at all times, and calls are not dropped just by closing a browser window or tab.  Thererfore, E-MetroTel recommends the use of the desktop client for most applications.

To install the desktop application, see the InfinityOne Desktop Installation Guide.

To access InfinityOne from a web broswer, type ' https:// ' followed by the IP address or hostname of the UCx Server followed by ' :21326 '.
For example: https://192.168.1.200:21326

Alternatively, InfinityOne can be accessed without the port number and appending a trailing ' /infinityone '.
For example: http://192.168.1.200/infinityone

Once you have logged into InfinityOne, you can use several distinct capabilities to communicate with your team.  You may use

  • Rooms, where you can decide the nature of who may have access to shared information;
  • Messaging, where you communicate one-on-one with other users
  • Phone, where you can initiate and receive phone calls to and from anyone directly within the application.

Chapter 2 - Rooms

Conversations in InfinityOne are organized into chat rooms, there are 4 different types of rooms:

  1. Channels
  2. Direct Messages
  3. Private Groups
  4. N-way Conversations

Channels

Channels are public, used for conversations that are open to all users to join. New users joining the channel can read all information previously published on the channel.

Channels are useful for sharing information with your users, for example, you can create a "Help" channel to share tips on using InfinityOne.

To create a channel, type the command /create followed by the channel name in the message text box:

/create #channel

Direct Messages

Direct messages are private one-to-one conversations between two users. When you send a chat message to another user, it is automatically a direct message.

To start a direct message with another user, go to DIRECT MESSAGES on the left-hand panel, click on "More Users..." link to see all users, then select the user.

Private Groups

Private groups are private, not open to the public. It is visible only to their members. Private groups can be joined by invitation only.

The administrator sets the permissions that determine who can invite others to a private group. By default, only administrators, room owners, and moderators can invite others to join a private group.

To create a private group:

  1. First create a public channel
  2. Click on   located on the Right Icon Menu.
  3. Enable the Private settting.

To invite users to the group, enter the following command:

/invite @username

N-way Conversations

N-way channels are similar to private groups except in the way they are created. When you @ mention someone else, InfinityOne automatically creates a new private group and subscribes the three parties.

The new room is named with the 3 usernames, each capitalized. If more than 1 @ mentions are provided in the messages, each user will be subscribed to the new room.

Further users can be added to a N-way group by mentioning others.
Users can leave N-way groups. They can be made public and renamed.

Chapter 3 - Room Operations

The various rooms are listed on the left-hand navigation panel and organized according to their types.

Favorites

To favorite a channel, click on the star icon in the upper left corner of the message area (next to the room name).
 
The star is then highlighted. To unfavorite a channel, just click on the star icon again.
 
Highlighted channels are listed under Favorites on the left-hand panel. 

Joining channels

Your channels are listed on the left-hand pane under CHANNELS(X), where X represents the number of channels you have joined.
To view all available channels, click on the "More channels..." link.
Click on a channel to preview its contents. If you want to join it, click on the JOIN button.

Hiding and leaving channels

When you hover your mouse over a channel listed on the left-hand pane, you will see two icons appear to the right of the channel name: JOIN Hide_room and Leave_room.
To hide a room is to remain a member of the channel but to remove it from your list of channels on the left-hand pane.
To leave a room is to no longer be a member of the channel.
Click on the corresponding icon to "hide" or "leave" a room.

Chapter 4 - Messaging

Sending

Sending chat messages is simple:

  • First select the channel, user or private group from the left-hand panel
  • Then type your message in the message box and press the Enter key or the Send  button.

If you want to insert a new line without sending the message, press Shift+Enter.
Emojis can be added to your message by clicking on the emoji icon located on the left of the message box.

Mentions

You can "mention" someone by typing @ followed by their username, for example @john. Enter @ and start typing the username, a drop-down list will appear where you can select the desired user.

A user can be selected from the list by clicking on the username or using the keyboard arrow keys to scroll up and down then select by pressing the tab key.

When someone is mentioned in a room, they will get a desktop notification and also a badge count beside the room name if they are not already in the room.

Each of your mentions are also listed in the Mentions list when you click on    located on the Right Icon Menu.

Attachments

To upload a file, there are 2 options:

  • Click on the paperclip icon and select the file, enter a description and click OK to upload.
  • Drag and drop the file onto the message box.

For each uploaded file, you can edit the file name and add a description. A number of file types are supported including images, videos, audio files, pdfs, and office documents.

The supported file types is configurable by the administrator.

Other Functions

You can access other messaging functions by hovering over the message, then click on the Gear  icon that appears, an expanded list of functions is then displayed: 

The messaging functions supported by Infnity One include:
 Edit - you can edit the message that was sent
 Delete - you will be prompted to confirm deletion of the message
 Star - message will appear in the Starred Messages list that only you can see
 Pin - message will appear in the Pinned Messages list for everyone in the room to see
 Emoji reaction - you will be prompted to select an emoji and the selected emoji will appear beneath the message

The functions available depend on the permissions configured by the administrator. The default permission for a normal user typically does not allow the PIN function.

Chapter 5 - Phone

Presence and Click to call

To enable the Presence and Click to call feature, you need to associate an extension number to your InfinityOne account. This allows other users to see your phone presence (available, unavailable, busy on a call) and call you via a simple click on the phone icon beside your username.  This functionality is available for any user, independent of the use of the integrated softphone capability.  As long as you have an extension on the UCx system, the InfinityOne application will track your presence status and share it with others, and will be able to initiate and accept phone calls from on that extension from within the application.

  1. Click on the Account box on the top left (where your username and Avatar is displayed).
  2. Select My Account -> Phone
  3. Enter the Extension Number to be associated with your InfinityOne account.
  4. Click on the SAVE CHANGES button.

Softphone

If your administrator has configured a softphone (WebRTC) extension for you, here are the steps to enable and register the softphone:

  1. Click on the Account box on the top left (where your username and Avatar is displayed).
  2. Select My Account -> Phone
  3. Toggle on the Enable Softphone switch.
  4. The page will automatically refresh and return to the home page.
  5. Select any channel on the left navigation pane to display the right icon bar.
  6. Click on the phone icon .
  7. If the phone is not registered, proceed to register by clicking on the Config key.
  8. Enter the password provided by your administrator (this is the Set based configuration password).
  9. Enter your softphone extension number.
  10. Your phone is now registered and you can proceed to make calls using the softphone.

Chapter 6 - Right Icon Bar

Located on the right side of the screen, there is an icon menu that provides quick access to the following functions:
  • Info
  • Search
  • Members List or User Info
  • Notifications
  • Files List
  • Mentions
  • Starred Messages
  • Pinned Messages
  • Device Settings
  • Softphone

Note: The "Pinned Messages" (thumbtack) icon is only visible while using the Channels component of the application.

 

Info 

Displays information and settings for the Room. You can change the room settings here and also delete the room.

Search 

Allows you to search for messages in the current room that matches the search text. You can search using RegExp, e.g. /^text/.

Members List or User Info  

Displays the list of members who have joined the Channel or Private Group. For Direct Messages, it displays the User information.

Notifications 

To configure the notification settings for the room.

Files List 

Displays the list of attachments that have been uploaded for the room.

Mentions 

Displays the list of messages where you have been mentioned.

Starred Messages 

Displays the list of starred messages. Starred messages are personal, only you can see them.

Pinned Messages 

Displays the list of pinned messages. Pinned messages are public, can be viewed by all members of the room.

Device Settings 

To configure the input/output audio and video devices used by the application.

Softphone 

Displays the Softphone that is used for making phone calls.

Softphone must first be enabled to access this feature. To enable Softphone:

  • Click on the Account Box (top left corner)
  • Select My Account -> Phone
  • Switch on the Enable Softphone toggle

Client Settings 

The client settings icon is visible only when the Softphone is displayed. The form allows you to configure the theme and number of keys for your Softphone.

Chapter 7 - Slash Commands

Some of the functions are accessed by typing '/ ' followed by the command in the message text box. To view a list of available commands, simply type `/ `and you can select from the list displayed.
Here is a list of the available slash commands:

Command Description
/archive #channel To archive a channel
/create #channel To create a new channel.
/invite @username To invite a user to join this channel.
/invite-all-to #channel To invite all from the current channel to join the specified channel.
/invite-all-from #channel To invite all from the specified channel to join the current channel.
/join #channel To join the specified channel.
/kick @username To remove someone from the current channel.
/leave To leave the current channel.

Chapter 8 - FAQ

Can we send SMS text messages from this tool?

No, not yet. This is a future enhancement.

Can you control the audio notification?

You can control the audio notification under your account preferences or via the notification settings for a specific room. There is no volume control.

How is the hashtag used here compared to the twitter/instagram/snapchat world?

The hash is a prefix to a room. When used in a message it is prepended to a valid room name, this allows a single click to get to the room. For example, you can write "... check out #general for general discussions...".

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