Getting started
Mobile App Overview
The Waveline mobile app brings your business calls, messages, contacts, and inboxes together on your phone. Use it to stay connected with customers and teammates, review activity, and manage your availability wherever you work.
This guide introduces the main areas of the app and points you to detailed instructions for each task.
Find your way around
Use the four tabs at the bottom of the Phone area to move between everyday tasks.
| Tab | What you can do |
|---|---|
| Calls | Review Call History, find Unhandled Calls that need follow-up, and open Voicemail messages. |
| Messages | Open Conversations and send messages. |
| Dial | Start a call and choose the inbox or business number to use. See Making Calls. |
| Contacts | Find and manage saved contacts. See Adding and Managing Contacts. |
Search calls, conversations, and contacts
Use Search calls in Calls and Search messages in Messages. Enter at least three characters, then tap a result. Conversation search finds participant names, phone numbers, and conversation names; it does not search the text inside messages.
Use Search contacts in Contacts to find saved contact details. For complete instructions, see Call History, Conversations, and Contacts Overview.
Open the side menu
Open the side menu to move between Phone, Analytics, and Settings. The menu also includes Configure Inboxes and your availability switch.
- Phone returns you to calls, messages, the dialer, and contacts.
- Analytics shows communication activity and performance information available to you. See Analytics Overview.
- Settings contains your profile, preferences, and other account and calling options.
- Under Configure Inboxes, select an inbox to open its settings. If it is not listed, select More when shown, or open Settings → Inboxes for the full list. Inboxes you can only view are marked with an eye icon. See Inbox Overview.
Open inbox settings
Open Settings → Inboxes and select an inbox. You can also select an inbox under Configure Inboxes in the side menu.
For a shared inbox, use Default Ring Order, Schedule, Call Recording, Phone Numbers, and People to open the available settings. The controls you can see or change depend on your organization role and your access to that inbox.
Use Notify me about this inbox to control alerts for new messages, missed calls, and voicemails. Turning it off does not stop incoming calls from ringing or change unread counts. See Notifications for more information.
Owners and Admins may also see Add me as a viewer for an inbox they do not work in. Viewing lets you follow its activity without calling or texting from it. See Inbox Overview and Inbox Participants for more information.
Understand which inbox you are using
Your personal and shared inboxes keep business communication organized. When starting a call or message, check the selected inbox and number so you contact the person from the right business line.
Calls and Messages remember their selected inbox filters separately. Owners and Admins can use Add teammates’ lines… in the inbox picker to choose additional lines to follow. A line you only view is not available as the originating line for a call or message.
Open a call or conversation’s details to see which inbox handled it. Learn more about Shared vs. Personal Inboxes.
Set your availability
Set yourself Available when you are ready to answer calls, or Away when calls should skip you. When you are available, the calling methods configured for you in each inbox determine which devices can ring.
Use the availability switch in the side menu. See Availability for more information.
Find personal settings
Open Settings from the side menu. Use Profile for your personal account information and Preferences for your app and calling preferences.
To add or replace the mobile number used for sign-in and Direct to Cell, see Change Your Sign-in Phone Number.
For account security, open Profile → Two-step verification. See Two-step Verification to add or manage an authenticator.
You can also find Signature, Direct to Cell, and the Do-Not-Call List. Some settings depend on your role.
The mobile app and web dashboard organize settings differently. For organization setup, billing, or call flow editing, follow the relevant web-app guide. Dashboard Overview explains where those areas are located.
During a call
Need help during a call?
Learn how to mute, use the keypad, change audio output, and manage an active call in Mobile Call Controls. For moving a caller to another person or inbox, see Transfers and Hold.
Common questions
Where do I find voicemail?
Open Calls, select Status → Voicemail, and tap a call to open its message. Clear other search, date, or inbox restrictions if the voicemail is missing. See Voicemail.
Where do I configure an inbox?
Open Settings → Inboxes and select the inbox. For the side-menu shortcut and the More option, see Open the side menu. See Inbox Overview for the available settings.
Where do I change the number I call or text from?
Check the originating inbox and number selection when starting a call or message. Choose the business line you want to use before placing the call or sending the text. See Making Calls and Sending Messages.
Why isn’t my phone ringing?
Start with Receiving Calls. The Availability and Notifications guides explain the related settings without changing your inbox’s routing.
Why does Waveline show a connection or sign-in warning?
Tap the banner to retry. A sign-in problem can leave calls working while some pages or settings are unavailable. A connection warning does not mean you have been signed out. See App Connection Issues if it continues.