Digital Tide Mobile App

To log in, use the same username and password you use for your Cloud PBX account. For example: anna_k@pbx12345.com

In the Summary section, you can see today’s key call metrics at a glance and respond quickly if something seems off — like a high number of missed calls.

You can also monitor how efficiently staff are handling missed calls by switching to the Missed tab.

Want more details? From Summary, tap History or Statistics below the chart to explore further features.

In History, you can track all calls made using Cloud PBX-connected numbers. Use filters to quickly find the calls you need. Simply swipe through call cards to browse — no need to close one to open another.

You can view calls for any time period, for a specific customer, employee, or department, and by call type (incoming, outgoing, missed). By default, only external calls are shown. To view your calls or internal ones, switch tabs at the top.

To find missed calls in a specific period using filters in History:

1. Go to History, select a tab: External, Internal, or My calls.

2. Open Filters, choose Missed, then tap Apply.

History also shows the status of missed calls with labels:

• Customer called back
• Staff Called back
• Didn’t call back
• Didn't reach

Please note

To sort calls by missed-call handling status, go to History — choose External, Internal or My calls — Filters — Missed calls control — select statuses — tap Apply.

To listen to a call recording, find the relevant call in History and tap it. A detailed call card will appear — tap the play button at the bottom to listen.

To download or share a recording in mp3 format tap the download icon in the bottom right corner to save it locally.

Tap the three-dot menu in the top right corner to Share call recording.

You can call a customer directly from History either from the call list or from the detailed call card.

Call back from the History List

1. Locate the customer in the History list.

2. Tap the phone icon to the right and choose Call back via PBX.

Call Back from the Call Card

1. Open the detailed call card from History.

2. Tap the three-dot menu at the top and select Call back via PBX.

The Statistics section allows you to monitor call trends, evaluate staff performance, and track missed-call handling — all within the mobile app. Reports can be viewed for the year, last 3 months, this week, or last week.

Available report types include:

• All calls — view call trends across the company via tables and charts. Tap any call to view details in History.
• Missed — shows how many missed calls were handled versus left unattended.
• Employees — compare staff by call volume and duration using filters for any period.
• Numbers — view stats for each Cloud PBX number: answered and missed calls, unique callers during the selected period. </panel>

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Tap the floating action button in the bottom right corner — available in Summary, History, and Statistics — to make or receive calls.

On first use, the app will request permissions needed for calling functionality:

iOS: microphone and notifications. Android: microphone, notifications, contacts, audio recording, call management, call accounts.

Configuring Call Forwarding to Other Devices

If you're often away from your desk, choose where you want to receive calls and where incoming calls are routed.

Go to Settings — Personal settings — My profile — Call reception, and select one or more devices:

• desk phone & PC;
• corporate SIM;
• personal mobile.

If you're usually at your desk, set a delay so calls go to office devices first, then SIM or mobile. Tap Receive calls after and select a delay.

Using a Second Line

If a call arrives during another call, you'll be notified and can either reject or answer it without disconnecting your current call. Notify your main caller before switching.

How to Transfer a Call to a Colleague or Department

Calls can be transferred in two ways:

• Warm transfer: Put the customer on hold, call the colleague to confirm availability, then complete the transfer.
• Cold transfer: Transfer the call immediately.

Transfers can be made to internal Cloud PBX users or external numbers.

You can select which numbers customers see when receiving calls from your staff. For details, see the article on Changing Numbers for Outgoing Calls (Caller ID) . In the mobile app, you can configure:

• Primary company number — used by staff or departments without personal/region numbers.
• Personal numbers — assigned to specific employees or departments for outgoing calls.

Adding Primary Company Number

1. Go to Settings — Cloud PBX Settings — Advanced Settings — General — Outgoing Numbers — Primary Company Number.

2. Tap the number to change it.

3. Select the desired number from the list or search by entering digits.

Adding a Personal Number for an Employee or Department

1. Go to Settings — Cloud PBX Settings — Advanced Settings — General — Outgoing Numbers — Personal Numbers.

2. Tap Personal Numbers.

3. Tap Add to select a number for a user or department.

4. Select the employee or department.

5. Choose the number from the list or search by entering digits.

6. Tap Add.

Adjusting Priority Between Personal and Regional Numbers

If your customers from other regions call employees’ personal numbers, situations like this can arise: the customer saves the manager’s number, but then the manager calls them from an unfamiliar (regional outgoing) number — the customer thinks it’s a spam call and hangs up. To prevent this, you can change the priority for selecting the outgoing caller ID — so if the employee has a personal outgoing number, that one will show up on the customer’s phone.

Go to Settings — Cloud PBX Settings — Advanced Settings — General — Outgoing Numbers and adjust priority.

Ensure staff never miss incoming calls during delays, off-hours, or absences by setting call forwarding in the mobile app.

Options include forwarding when: * calls aren’t answered promptly; * it's outside working hours; * the employee is on leave or unavailable.

Forwarding when Calls are not Answered for a Long Time

1. Go to Settings — Personal Settings — My Profile — If you don't answer.

2. Choose what happens if a call isn't answered:

• Drop call — with a standard notification or short ringback.
• Forward to colleague or department — recommended if someone else can take the call. Then select the recipient.

• Forward to voicemail — ensure no call is lost.

You can enable a custom message: tap Greeting to callers.

By default, Cloud PBX will play a standard notification to the caller that the manager is not available and that another specialist will assist them. However, you can upload or create your own notification, for example, specifying exactly who the call will be redirected to. This prepares the customer for the fact that they will be speaking with someone other than the person they intended to talk to. To create your own message, click on Uploaded. You can then:

• Upload greeting, using your own audio file.

• Record greeting using [text-to-speech].

• Select from the uploaded audio files.

Forwarding Outside Working Hours

Flexible schedule settings for employees let you set up call handling for business and off-hours once — and you won’t need to worry about it again until the employee’s work schedule is changed.

1. Go to Settings — Personal Settings — My Profile — Work Schedule. Select your schedule (e.g., 5/2).

2. Set call handling in the Off‑hours calls block as described in the Forwarding when calls are not unanswered for a long time section above.

Forwarding Incoming Calls During Leave or Absence

Ensure calls still reach someone during PTO or leave.

1. Set dates or enable indefinitely: Settings — Personal Settings — My Profile — Leave or Absence.

2. Configure handling incoming calls as described in the Forwarding when calls are not unanswered for a long time section above.

Control your Cloud PBX on the go. The app offers Personal Settings and Cloud PBX Settings.

Personal Settings let you:

• edit your profile — name, mobile number, call forwarding;
• choose theme: light, dark, or system default;
• pick the UI language;
• sync call history with your contacts;
• enable push notifications for missed calls.

Cloud PBX Settings let you:

• add/remove users and edit their details;
• view staff availability and active call capability;
• add, configure, and remove departments;
• set operating hours and general call routes;
• manage SIM card usage (company-wide vs personal) and disable SIMs;
• view CRM integrations;
• enable call recording and select which users to record;
• manage the blacklist.

In History, you can also:

• add unwanted contacts to the blacklist;
• mark calls as favorites to revisit later;
• add notes to calls so you don’t miss important details;