Masergy Poly RealPresence Trio 8300 User manual

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Poly Trio Speakerphone–User Guide
Poly RealPresence Trio 8300, 8500, 8800, and C60 Models
Product Sheet: UCaaS)
UC Software 5.9.3 or later
This Quick Tips applies to the Polycom®RealPresence®Trio™ 8300, 8500, 8800 and C60 speakerphone
models.
Enter Data
You can use the onscreen
keyboard to enter information.
To use the onscreen keyboard:
•Tap a text field or tap .
Place Calls
You can place a call to
contacts from Contacts,
Recent Calls, or to a favorite.
To place a call:
•Do one of the following
from the Home screen:
oTap Place a Call, enter
the phone number, and
tap .
oTap a Favorite.
oTap Contacts, select a
directory, select a
contact, and tap Dial.
oTap Recent Calls and
select a contact. The
contact is dialed
automatically.
Answer calls
You can answer or decline
incoming calls.
To answer a call:
•Tap Answer.
•Tap Decline.
End Calls
You can only end active calls.
To end an active call:
•Tap Hang Up.
To end a held call, resume the
call first.
To end a held call:
•Tap Resume > Hang
Up.
Hold and Resume Calls
You can place any active audio
or video call on hold and resume
the call when you are ready.
To hold a call:
•Tap Hold.
To resume a call:
•Tap Resume.
Initiate a 4-way Conference
call
You can initiate a conference
call with up to four contacts.
To initiate a conference call:
1. Call a contact.
2. Tap Add and enter your
contact’s number or
select a contact from
Contacts or Recent Calls.
The contact is added to the
conference after answering.
You can also join an active
and held call into a
conference call.
To join two calls into a
conference call:
•On the Calls screen, select
two calls and tap Merge
Calls.
Manage Conference Calls
When you initiate a conference call,
you can mute all participants, mute
individual participants, or remove a
participant from the call.
To mute all conference
participants:
•Tap the conference name and tap
Mute All to mute all
participants.
To manage individual participants:
•Tap a participant, then do one of
the following:
oTap Far Mute to mute the
participant.
oTap Hang Up to remove
the participant from the
conference.
View Recent Calls
You can view placed, received, and
missed calls.
To view recent calls:
•Tap Recent Calls.
View the Contact Directory
You can view and add contacts to
the Contact Directory.
To view the Contact Directory:
•Navigate to Contacts > Contact
Directory.
To add a contact to the Contact
Directory:
1. In the Contact Directory, tap .
2. Enter the contact’s
information and tap Save.

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Add a Favorite
You can add contacts as favorite,
and all favorites display on the
Home screen.
To add a favorite:
1. Navigate to Contacts >
Contact Directory and select
a contact.
2. On the Details screen, tap .
The Favorites icon changes to blue
and the contact is added to the
Home screen. Contacts added as
Favorites display first in the
Contact Directory.
Mute the Microphone
You can mute your microphone at
any time.
To mute your microphone:
•Tap Mute or tap the Mute
keys on the system or
microphone.
The Mute icon changes to red
and the Mute keys glow red.
Adjust the Volume
You can adjust the volume of calls
or the ringtone for incoming calls
using the volume keys.
To adjust the volume:
•Tap the + volume up or –
volume down buttons.
Connect a Bluetooth Device
If Bluetooth is enabled, you can
pair and connect your Bluetooth-
capable phone or tablet with the
conference phone.
To connect a Bluetooth device:
•On your device, navigate to
Bluetooth and select on the
Polycom Trio in the list of
available systems and devices.
Product Sheet: UCaaS
Connect a Bluetooth Device
using Near Field Communication
(NFC)
If Bluetooth and NFC are enabled, you
can connect your NFC-enabled
Bluetooth phone or tablet with a
Polycom Trio 8300, 8500, 8800 and
C60 system.
To connect a Bluetooth device using
NFC:
•Enable NFC on your device.
oGo to Settings > Advanced >
Administrator Settings > NFC
Mode.
oPress the NFC sensor to the left
of the RealPresence Trio 8300,
8500, 8800, and C60 screen. The
phone prompts you to confirm
pairing.
•Tap and hold your device for two
seconds above the NFC symbol on
the system.
•Confirm that your device is paired
and connected to the Polycom Trio
8300, 8500, 8800, and C60
Place a Call over Bluetooth
If your mobile phone is connected to
the Polycom Trio system using
Bluetooth or NFC, you can place a call
on your mobile phone and use the
system as the speakerphone for the
call.
To place a call over Bluetooth:
1. On your mobile phone, place a
call to a contact.
2. On the call screen, select the
Polycom Trio 8300, 8500, 8800
and C60 as your audio source.
Show Content
When a Polycom Trio Visual+ is
connected to a monitor and
paired with a Polycom Trio
8300, 8500, and 8800 system,
you can show content locally.
If you do not have either
application, you can download
RealPresence Desktop from
Polycom Support and
RealPresence Mobile from your
tablet’s application store.
To show content using
RealPresence Desktop
1. Open the desktop or mobile
application.
2. Navigate to Settings >
SmartPairing.
3. Click or tap the check boxes
for Enable SmartPairing
and Auto Detection and
click OK or Done.
4. Select and select Share
Content.
5. Select your system’s name
or IP address and select
Pair.
If your system is not listed,
enter your system’s IP
address and select Pair.
In RealPresence Mobile,
tap Manual Pairing then
enter your system’s IP
address and tap Go.
6. Choose a monitor or
application to share.
In RealPresence Desktop,
the content is displayed
automatically.
7. In RealPresence Mobile,
tap to show content.
Poly Trio Speakerphone–User Guide
Poly RealPresence Trio 8300, 8500, 8800, and C60 Models

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Polycom RealPresence Trio Phones Icons and Status Indicators
The following table displays the icons and status indicators that display on Polycom Trio
series phones.
Product Sheet: UCaaS
Poly Trio Speakerphone–User Guide
Poly RealPresence Trio 8300, 8500, 8800, and C60 Models
Icon
Description
Icon
Description
Registered Line
Do Not Disturbed enabled
Unregistered Line
Call Forwarding enabled
Active Call
Wireless status
USB device attached
Paired Device
Missed Call
Bluetooth
Placed Call
Received Call