Yealink CP925/965/935W – Conference Calling (Local, Hybrid UC Meeting, Network)

Types of Conference Calls
Local Conference ---
Hybrid UC Meeting ---
Managing the Conference ---
- Managing the Entire Conference
- Managing a Conference Participant
Network Conference

Types of Conference Calls

A Yealink CP925/965/935W phone can handle a local conference, a Hybrid UC conference (involving participants from a paired mobile phone or a VoIP app on a PC), and a multi-way network conference.

Once a conference is in progress you can manage it or any of its participants.

Local Conference

The CP925/935W local conference feature supports up to five parties (including yourself) while the CP965 supports up to ten parties (including yourself).

There are three ways to create a local conference:

Initiating a conference by dialing multiple numbers.
Initiating a conference by inviting participants.
Merging multiple calls into a conference.

To initiate a conference by dialing multiple contacts:

When the phone is idle, tap (Call) to enter the dialing screen.
Tap Call multiple members? Click here >>.
Enter the number of the first party then tap Add members or select a contact from the Directory or History tabs.

Repeat this step until you add all intended parties.
The counter under the icon indicates the number of parties you have added and the maximum number of parties you can add. For example, values of 1/4 () show that you have added 1 party out of a maximum possible 4. When you add all parties the counters will show as 4/4.
Tap to call all intended parties at the same time.

The conference is set up after the intended parties answer the call.

To initiate a conference by inviting participants:

Place a call to the first party.
When the first party answers the call, tap Invite.
Do one of the following:

Enter the number of the second party, and tap Invite.

Tap (Directory) and select a desired contact to dial out.

Tap (Call history) and tap the desired record to dial out.
- Repeat the previous step until you add all intended parties.
- At any point, you can also add the other participants by tapping Call multiple members? Click here >> and follow the same steps as described above for dialing multiple contacts.

To merge multiple calls into a conference call:

When you have more than one call in progress tap >Merge calls.
The calls are merged into a conference call.

Hybrid UC Meeting

You can merge calls on the CP925/965/935W, VoIP calls from a connected personal computer (such as Telebroad's TeleConsole, a softphone app, or other VoIP apps), and a call from a connected mobile phone/device to a Hybrid UC Meeting (conference).

Connecting and preparing a mobile phone/device:

If you have a mobile phone available, connect it to the CP925/965/935W by activating Bluetooth and pairing the device.

Enable the phone-audio feature on the CP925/965/935W so it can control calls from the mobile phone.

Note that controlling calls work for cellular calls, but may or may not work for calls made or received with VoIP communication apps such as Google Voice, Skype, a softphone app, Telebroad's own mobile Teleconsole app, etc. You can try to open the dialer screen of the relevant app on the mobile phone and see if your conference phone can control it.

Speaker and microphone functionality will work for any type of call – cellular or VoIP.

Connecting and preparing a personal computer:

If you have a PC available, connect it to the conference phone with a USB cable to enable the active PC audio feature.

The CP925/935W has one Type-C USB port.

The CP965 has two USB ports. It is preferable to use the Type-C port.
The connection will be confirmed with a "PC mode enabled" notification.

You can tap Enter mixed-conference mode to display and control calls on the PC-USB connection or local calls on the CP925/965/935W.
The conference phone should automatically act as a speaker and microphone for PC calls or other media.

If this does not get configured automatically you need to adjust the audio settings on your computer.
- On Windows 10 you can right-click the volume icon in the Notifications area, select Open Sound Settings, and then select SIP-CP925 , SIP-CP935W, or SIP-CP965 in both the "Choose your output device" and "Choose your input device" drop-down menus.
- On macOS click (System Preferences) on the Dock or click the Apple menu ( ) on the menu bar. Depending on your version of macOS, select the Sound icon or click the Sound category in the sidebar. Select SIP-CP925, SIP-CP935W, or SIP-CP965 in both the Input and Output tabs.
You may also be able to set the input/output device directly from the softphone app you are using for making calls.
When you no longer need to use your computer with the CP925/965/935W simply use the same settings to select your computer for audio input/output.

To create the Hybrid UC Meeting:

Call the first participant or create a local conference on the CP925/965/935W by dialing multiple contacts, inviting participants, or merging calls (see more details in Local Conference above.)

If you have a mobile phone already paired, you will be prompted to select an account to dial from – either from the CP925/965/935W or from a paired Bluetooth phone/device. Select the CP925/965/935W for any contact that is relevant to it.
Tap Invite and:
- Call a participant from a mobile phone by entering the desired number and taping Invite.
  
  When prompted to select where to dial from, select the paired mobile phone. (see more about handling mobile phone calls here.)
- Call a participant on your computer with your calling app or softphone of choice.
  
  The existing call or conference on the CP925/965/935W will be placed on hold and the call from the computer will now be the active call.
  
  Tap >Merge calls. to add the call from your computer to the conference.
The Hybrid UC Meeting is created.
Tap Invite and repeat the above steps to invite additional participants to the conference.

Managing the Conference

You can manage the entire conference or individual participants in the conference.

To manage the entire conference do one of the following:

Tap Hold to place the conference call on hold.

When you place a conference call on hold other participants cannot hear each other until you resume the conference.

Tap Resume to resume the held conference call.
Tap Mute to mute the conference call. All other participants can hear each other, but they cannot hear you.

Tap Mute again to unmute the conference.
Tap >Split to split the conference call into individual calls on hold.
Tap >DND to enable or disable the DND mode. The conference call will not be disturbed by incoming calls until you disable DND.

Select a participant in the conference and manage it by:

Tap Far Mute to mute the participant. The muted participant can hear everyone, but no one can hear the muted participant.
Tap Remove to remove the participant from the conference.
Tap Split to split the participant from the conference and place him on a held call.
Tap Hold/Resume to hold/resume the participant.
Tap Cancel to return to the conference screen.

Network Conference

The network conference feature allows you to initiate a conference with multiple parties.

The feature needs to be set up by an administrator using the web user interface by going to the Account>Advanced tab and selecting Network Conference in the Conference Type field for the relevant account.

To create a network conference:

Place a call to the first party.
When the first party answers the call, tap Invite.
Do one of the following:
- Enter the number of the second party, and then tap Invite.
- Tap Call multiple members? Click here >>, enter the number of the new party, and then tap Add members. Repeat this step until you add all intended parties. Tap to call all intended parties at the same time.
The conference is set up after the intended parties answer the call.

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