How-To Guides

1. Download the Installer

   Visit ombrex.com/downloads and select your operating system.

2. Run the Installer

   Double-click the downloaded file to start the installation process.

3. Follow Installation Wizard

   Accept the license agreement and choose your installation folder.

4. Complete Installation

   Wait for the installation to complete and click "Finish".

5. Launch and Login

   Open Ombrex Pro and enter your credentials.

1. Open Ombrex Pro

   Launch the application on your device.

2. Enter Server Information

   Input the server address provided by your administrator.

3. Enter Credentials

   Type your username and password.

4. Configure Audio/Video

   Select your preferred microphone, speakers, and camera.

5. Complete Setup

   Click "Sign In" to access your account.

1. Open Settings

   Click on the gear icon or go to Settings menu.

2. Navigate to Audio

   Select "Audio & Video" from the settings menu.

3. Select Microphone

   Choose your preferred microphone from the dropdown.

4. Select Speakers

   Choose your preferred speakers or headset.

5. Test Devices

   Use the test buttons to verify your audio setup.

6. Save Settings

   Click "Apply" or "Save" to keep your changes.

Package subscriptions allow you to access different editions of Ombrex Pro based on your business needs.

1. Contact Your Administrator

   Request the appropriate package for your role.

2. Receive License Information

   Your administrator will assign the appropriate edition to your account.

3. Login to Ombrex Pro

   Your subscription will be automatically activated upon login.

4. Verify Edition

   Check in Settings > About to confirm your edition.

The Ombrex Pro browser add-on enables click-to-call functionality from web pages.

1. Open Extension Store

   Go to Chrome Web Store or Firefox Add-ons depending on your browser.

2. Search for Ombrex Pro

   Type "Ombrex Pro" in the search box.

3. Install Extension

   Click "Add to Browser" or "Install".

4. Grant Permissions

   Allow the extension to access web pages.

5. Configure Extension

   Right-click the extension icon and configure settings.

1. Locate Status Indicator

   Find your current status (usually next to your name).

2. Click on Status

   Click on the status indicator to open the menu.

3. Select New Status

   Choose from Available, Busy, Away, or Do Not Disturb.

4. Add Custom Message (Optional)

   Add a custom status message if desired.

5. Set Duration (Optional)

   Choose how long to keep this status.

1. Open Dialer

   Click on the phone icon or dialer tab.

2. Enter Number or Name

   Type the phone number or search for a contact.

3. Click Call

   Press the green call button to initiate the call.

4. Wait for Connection

   The call will connect automatically.

5. Use Call Controls

   Mute, hold, or transfer as needed during the call.

1. During Active Call

   While on a call, locate the transfer button.

2. Click Transfer

   Click the transfer icon (usually looks like arrows).

3. Choose Transfer Type

   Select "Blind Transfer" (immediate) or "Attended Transfer" (announce first).

4. Enter Destination

   Type the number or select a contact to transfer to.

5. Complete Transfer

   Click "Transfer" to complete the process.

Quick Call allows you to initiate calls from phone numbers on web pages.

1. Install Browser Extension

   Ensure Ombrex Pro browser extension is installed.

2. Browse Web Pages

   Navigate to any web page containing phone numbers.

3. Click on Phone Number

   Phone numbers will be highlighted—click to call.

4. Confirm Call

   Ombrex Pro will open and initiate the call.

1. During Active Call

   Locate the record button in the call interface.

2. Click Record

   Click the record icon to start recording.

3. Recording Notification

   All parties will be notified that recording has started.

4. Stop Recording

   Click the record button again to stop.

5. Access Recording

   Find your recording in the call history or recordings folder.

1. Click "New Meeting"

   Find and click the New Meeting button.

2. Configure Settings

   Enable/disable camera, microphone, and waiting room.

3. Start Meeting

   Click "Start" to begin your meeting.

4. Share Meeting Link

   Copy and share the meeting link with participants.

5. Manage Participants

   Admit participants from the waiting room as they join.

1. During a Call or Meeting

   Locate the screen share button in the control panel.

2. Click Screen Share

   Click the monitor/screen icon.

3. Choose What to Share

   Select entire screen, specific window, or application.

4. Start Sharing

   Click "Share" to begin screen sharing.

5. Stop Sharing

   Click "Stop Sharing" when finished.

1. Open Calendar

   Navigate to the calendar or meetings section.

2. Click "Schedule Meeting"

   Select the option to schedule a new meeting.

3. Set Date and Time

   Choose when the meeting will take place.

4. Add Participants

   Enter email addresses or select contacts to invite.

5. Configure Options

   Set meeting options like waiting room, recording, etc.

6. Save and Send Invites

   Save the meeting and send calendar invitations.

1. Open Messages Tab

   Click on the messaging icon.

2. Start New Conversation

   Click the "New Message" or "+" button.

3. Select Recipient

   Search for and select the person or group.

4. Type Message

   Enter your message in the text box.

5. Send

   Press Enter or click the send button.

1. Open Messages

   Navigate to the messaging section.

2. Create New Group

   Click "New Group" or "Create Channel".

3. Name the Group

   Enter a descriptive name for your group.

4. Add Members

   Search for and add team members to the group.

5. Set Group Options

   Configure permissions and notification settings.

6. Create Group

   Click "Create" to finalize the group chat.

Ombrex Pro can integrate with popular CRM systems like Salesforce, HubSpot, and Microsoft Dynamics.

1. Access Integration Settings

   Go to Settings > Integrations.

2. Select CRM

   Choose your CRM system from the list.

3. Authenticate

   Log in to your CRM account to authorize the connection.

4. Configure Sync Settings

   Choose what data to sync (contacts, calls, etc.).

5. Test Integration

   Make a test call to verify the integration is working.

For IT administrators managing large deployments.

1. Download MSI Installer

   Obtain the enterprise MSI package from Ombrex.

2. Create GPO

   Open Group Policy Management Console and create a new GPO.

3. Configure Software Installation

   Navigate to Computer Configuration > Software Settings > Software Installation.

4. Add Package

   Right-click and select New > Package, then browse to the MSI file.

5. Link GPO

   Link the GPO to the appropriate Organizational Units.

6. Test Deployment

   Test on a few machines before rolling out to all users.

1. Access Language Settings

   Go to Settings > Language & Region.

2. Select Language

   Choose your preferred language from the list.

3. Export Language File (Admin)

   For customization, export the language file for editing.

4. Edit Translations

   Modify text strings in the language file as needed.

5. Import Custom Language

   Import your customized language file back into Ombrex Pro.