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Introduction to the RingCentral app

Welcome Video SMB

The unified RingCentral app is a modern contextual and collaboration-centric app that combines all RingCentral MVP features in a single application. This means less toggling between different apps for a streamlined experience.
The main features of this unified app are:

Interacting with the RingCentral app

RingCentral app left-hand navigation bar
1. Message: Send and view messages via
    one-on-one, group, or team
2. Video: Start, schedule, or  join online
3. Phone: HUD, phone, fax, and text
4. Contacts: View, add, and sync contacts
    from Microsoft or Google.
5. Tasks and more: Manage individual or
    shared tasks, events, files, and notes.
6. Apps: Use external applications and
7. Analytics: Navigate to RingCentral MVP
    analytics portal (only available to admin).
8. Settings: Set app preferences.
9. Resource Center: Discover, Help, App info
    and feedback, and What’s new.


On the Message menu, you can:
  • Communicate with others one-on-one, in a small group, or in a team 
  • Add GIFs and code snippets
  • Invite and communicate with guest users (users outside of your company) for free 
  • Share links and files 
  • Create and manage tasks for yourself or others
  • Share important events to keep your team members informed of your activities

Using Message

Navigate to Message via the left-hand navigation bar. Here, you can message your co-workers, customers, and partners.
Message interface
Message interface left pane
1. @mentions: View or respond to messages
    from someone who’s calling your attention.
2. Bookmarks: Contains messages that have
    been marked to find later.
3. Show unread: Control your read and
    unread conversations.
4. Favorites: Allows you to view your favorite
    conversations in one section.
5. Direct messages: Find one-on-one and
    group conversations.
6. Teams: Find your active team
7. New folder: Create a new conversations
    folder to group relevant conversations
Message interface conversation pane
1. Format messages: Use the rich text editor to access formatting options, such as bold,
    italic, bulleted list, and more.
2. Attach file: Attach a file from your computer or Google Drive.
3. Emoji: Select an emoji from the emoji menu by scrolling through or typing keywords
    into the search bar.
4. Share a GIF: Select or search for a GIF you want to share.
5. New task: Create a new task.
6. New event: Create a new event.
7. New note: Create a new note.
8. New code snippet: Create a new code snippet.
Hover over a message to see these options at the top right corner of the message:
8. Quote: Quote a message and reply to inform others of which comment you’re
    responding to.
9. Edit post: Edit a message you sent.
10. More: Click to use Pin/Unpin, Bookmark/Remove bookmark, New task, or Delete post   


On the Video menu, you can:
  • Start, schedule, or join online meetings directly in the app
  • Host and join video meetings in HD quality from your computer or mobile device
  • Easily switch between your desktop and mobile device while in a meeting
  • Join audio through your computer or by dialing in using domestic and global numbers
  • Share your screen, record, and chat with other meeting attendees during a meeting
  • Share meetings with other attendees
  • Playback meetings
  • Integrate your Microsoft or Google calendar to join and manage meetings scheduled in your calendar

Using Video

Navigate to Video via the left-hand navigation bar. Here, you can start, schedule, and join meetings as well as view meeting recordings.
Video interface
RingCentral Video meeting
You can do the following in a RingCentral Video meeting:
1. Mute/unmute microphone
2. Turn on/turn off camera
3. Share screen
4. Invite participants
5. Show/hide participants
6. Chat with other participants
7. Change settings, send feedback, and more
8. Leave/end meeting
9. Film strip view
10. Active speaker view
11. Gallery view
12. Full screen/Back to window mode
You can also switch your RingCentral Video meeting between the desktop and mobile apps.
Switch between devices during a RingCentral Video meeting


On the Phone menu, you can:
  • Make or receive calls at any time locally or globally with service in over 100 countries
  • Use your carrier minutes, WiFi, or cellular data without dropping a call
  • Protect your data via RingCentral’s encrypted and redundant data networks
  • Send SMS and MMS text messages and online faxes
  • Review call logs, including missed calls, call recordings, and voicemails
  • Perform call controls such as call flip, call switch, call transfer, and call park

Using Phone

Navigate to Phone via the left-hand navigation bar. Here, you can manage head-up display (HUD), calls, voicemails, faxes, and text messages.
Phone interface

Making a call

There are several ways you can make a call in the RingCentral app.
  • Selecting the Dial pad icon at the top right
  • Hovering over an entry in the Call History section and selecting the Phone button at the far right
  • Clicking the Call phone icon anywhere within the app
  • Placing a call via the Recent calls clock icon in the dial pad

Making a call using the dial pad

1. Click the Dial pad icon at the top right.
2. Enter the name or number of the person you’d like to call.
3. Leave the default outbound caller ID or select a new number in the Call from dropdown
4. Click the call button to start the call.
Making a call

Voicemail options

Voicemail options
1. Play: Listen to the voicemail.
2. Show transcript: Show the transcript of the voicemail (if available).
3. Phone: Call back the user.
4. Text: Send a text message.
5. Delete: Delete the voicemail.
6. More: Use Add contact, Mark as read/unread, Download, or Block/Unblock number

Incoming call controls

Incoming call controls
1. Ignore: Let the call ring until the caller
    hangs up or goes to voicemail.
2. More: Use Forward or Reply options.
3. To voicemail: Send the call to voicemail.
4. Answer: Answer the call.

Active call controls

Active call controls
1. Mute/Unmute: Mute or unmute your audio.
2. Keypad: Use the keypad.
3. Audio: Configure microphone source,
    speaker source, and volume.
4. Add: Add a new call.
5. Video: Switch a voice call with a
    RingCentral user to a video call or share
6. More: Use the Hold, Transfer, Record, Park,
    or Flip options.
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