Table Of Contents.

Welcome

Setting up PiPA on your phone

Installing PiPA on your mobile phone

Starting and logging into PiPA

Welcome to the Recipe Screen

Using PiPA

Introduction to Recipes

Downloading and using PiPA Recipes

Recipes and sensor permission

Working with Recipes

Simple to Complex Recipes

Personalising PiPA

The PiPA menu

PiPA Dashboard

Location based Recipes

Schedule based Recipes

Notifications

Getting help





slide-img1_bsrc




Welcome to PiPA.

Thank you for using PiPA. You are about to experience a brand new way to use your BroadWorks powered Unified Communications (UC) service.

PiPA, the mobile application, is your Personal intelligent Persona Assistant that simplifies the every day use of your UC service. Using the hardware sensors and software capability of your smartphone, PiPA automatically and in real time, changes the configuration of your UC service to suit how you would like to use the service. The service is meeting your needs, not the other way around! Powerful UC features from BroadSoft will be automatically configured to simplify your communications, keeping you connected to customers, suppliers and staff.

Now, with PiPA, simple gestures, your location, your proximity, the time or your calendar are used to make decisions about how your BroadWorks UC service needs to be configured to suit.

No more need to remember usernames and passwords to login to your UC service to use the great features.

The following sections of this user guide will step you through how to get the most from your PiPA Assistant and bring your BroadWorks UC service to life.



Setting up PiPA on your phone


Installing PiPA on your mobile phone

Your BroadWorks UC Service Provider will have given you directions on where to find the application on their Apple iStore or Goggle PlayStore.
Once you have located the application download and install the application onto your mobile phone.




app_store-image_wphone




Starting and logging into PiPA

Locate the newly downloaded PiPA application on your mobile phone and start the application.
You will be presented with the welcome screen.

To connect PiPA to your BroadWorks UC service, login using the following information:

1. Your existing BroadWorks UC Username
2. Your existing BroadWorks UC Password
3. Touch the Log in button to proceed
4. If you would like PiPA to Remember your password, turn this option on





pipa_icon80x80
4_step_pipa_login_screen


Welcome to the Recipe Screen

Once PiPA successfully connects to your UC service, you will be presented with the PiPA RECIPE screen.
This is where most of the action is when using PiPA!

Recipes are at the heart of PiPA and represent the ‘rules’ that tell your UC service how to respond to your every day situation. Whether that be at home, at the office, in a meeting etc.

This is the screen that shows you what Recipes you have on the phone (My Recipes) and those Recipes you can download from your Service Provider (More Recipes) to supercharge your UC experience.

With any number of Recipes active on your mobile phone, you can now leave PiPA running in the background and get on with your day. PiPA is using these Recipes to automatically configure the UC service to suit your situation.

There are a number of other service and configuration options available in PiPA. They can be found in the PiPA MENU.
1. Either touch the menu icon mobile_menu or swipe left to show the menu screen. We will talk more about the menu options in the following pages.








pipa_recipe_main_no_steps

Using PiPA


Introduction to Recipes

PiPA Recipes reflect how you would like your UC service to react to what you are doing at any given time, place or event. Choose one or a number of Recipes that matches your day.

“A day in the life of me….!”

For the morning, while at the office, on the road, at home or on the weekend. They simplify your complex business communications options.

Recipes remove the need for you to know how and when to use a UC feature. This complexity is replaced with a simple ‘FLIP’, or ‘SHAKE’ or automatic event to trigger the Recipe to change the feature you need at that time.

So if you leave the office…..(a GPS EVENT)
outofoffice
THEN…….


simring
ACTIVATE my Simultaneous Ring feature


Different Recipes use one, or a number of the following sensors in your phone to trigger EVENTS:

a) The phone’s Clock (time and day schedule)
b) Your phone’s calendar status
c) The Accelerometer to measure the phone’s orientation, velocity and acceleration
d) Your proximity to a BlueTooth Low Energy beacon
e) Your Call Status. Are you on the phone or not?
f) Your GPS location, in three (3) zones. Office, Home and Other
g) Your Wifi and Mobile Network connection status

More sensors are being added all the time so many combinations of Recipes can be downloaded to trigger a change in your BroadWorks configuration.

Recipes are stored with your BroadWorks Service Provider available for you to download as a part of your service subscription.








Some example Recipes….



FlipToDoNoDisturb

flipfordnd


SimRingWhenOutOfOffice

simringifooo


ShakeToSwapPersona

shaketoswappersona


Downloading and using PiPA Recipes

Your BroadWorks Service Provider has made a number of PiPA Recipes available for you to download and use.

Recipes are the ‘rules’ that say “IF my phone and I are doing THIS, then make my BroadWorks service do THAT”. There are many combinations of PiPA Recipes available, so please ask your BroadWorks Service Provider to show you the latest.

1. My Recipes – These are the Recipes that have already been downloaded to your phone and are active.
2. More Recipes – Additional Recipes are available to you for download. To download new Recipes to your phone, simply touch the Recipe in the ‘More Recipe’ list or swipe the required Recipe left and ADD the Recipe. It will automatically download and activate. You will now find the Recipe in the ‘My Recipes’ list.
3. If you would like to delete a Recipe from your phone, swipe it left, and touch DELETE. To download the same Recipe again, you will find it in the ‘More Recipes’ list.






pipa_recipe_main_screen





Recipes and sensor permission

Once downloaded to your mobile phone, Recipes are active and respond based on their rules.

If PiPA uses a sensor for the first time, it will ask for permission from you to be able to use that sensor in a Recipe.

1. Touch ‘Allow’ to make sure PiPA can use the phone’s sensor.




allow

Working with Recipes

A few simple configuration options are available in each Recipe. Touch a Recipe from your ‘My Recipes’ list:

1. Each Recipe describes how it works.
2. Recipes are enabled by default. You can stop the Recipe by disabling it.
3. This is a Recipe EVENT (sensor) and can be ‘triggered’ manually at any time with a swipe to the left
4. This is a Recipe ACTION (BroadWorks feature) can be ‘activiated’ at any time with a swipe to the left



recipe_description_screen


Simple to Complex Recipes

Some Recipes are very simple with only one single sensor EVENT and one single BroadWorks feature ACTION.

Other Recipes can use multiple EVENTS with one single ACTION or even use multiple EVENTS and multiple ACTIONS.
This opens up a world of opportunity for you to think how you might want your UC service to react to your work, life and play!

For example, the Recipe ‘Flip To Do Not Disturb’ is a single EVENT, single ACTION Recipe, however, an enhanced version of the Recipe is available if you only want this to happen during business hours. The Clock sensor is added and this Recipe then has two criteria to ‘check’ before changing the Do Not Disturb feature. This is just a more advanced version of the same Recipe.

This allows PiPA to use very powerful combinations of sensor EVENTS to trigger multiple ACTIONS on your UC service platform. A Recipe can be as simple or as complex as your imagination ( and the phone’s capability!) allows.

1. Before the Recipe changes your UC service, you can be prompted to confirm its activation
2. The Recipe can check for a match of ‘All, Any or None’ of the criteria
3. Criteria #1 – In this case, when I FLIP my phone
4. Criteria #2 – In this case, during business hours
5. A criteria can be DELETED from the Recipe with a simple swipe left.
Note: Once deleted, a criteria can be re-instated by deleting and re-downloading the Recipe from the Recipe screen.







multi_criteria_recipe

Personalising PiPA

Your Service Provider has packaged PiPA to suit your BroadWorks UC service capability.
The options, menus and Recipes that you can use in the following sections depend on how your Service Provider has combined PiPA with your UC Service.

The PiPA Menu

The PiPA Menu screen shows you the additional services and options available to you to manage PiPA.

1. Dashboard – Service summary and Office and Home location setting
2. Recipes – ‘My Recipes’ and ‘More Recipes’
3. Preferences – User Interface and Application preferences
4. Help – Links to BroadSource and Resources to guide you along the way
5. Logout and disconnect PiPA from your BroadWorks UC service

The menu screen can always be found with swipes to the left from any screen.

pipa_menu


PiPA Dashboard

The PiPA Dashboard is your UC service summary screen that describes:
1. App Status – The last EVENT and ACTION that PiPA triggered
2. User Profile – Your UC service Profile information
3. User Services – The UC services assigned to you
4. Setting your HOME location
5. Setting you OFFICE location

You can update the application graphic, seen here as a location pin, to anything you like by simply touching the picture and applying your own from your phone’s photo library.



pipa_dashboard


Location based Recipes

Some Recipes use the GPS capability of your phone to determine your location. When PiPA understands your location, it can trigger ACTIONS that reconfigure your UC service. This is a powerful feature that adds ‘context’ to the Recipe to know what you are doing and where you are at any given time. Again driving simplicity of your UC service.

Three locations are important to PiPA:
1. Your HOME location
2. Your OFFICE location and
3. Other, which is everything other than your HOME OR OFFICE

PiPA constantly monitors which of these three locations you are in and triggers the Recipe if the match is found.

When you are next at your HOME and OFFICE, tell PiPA via the Dashboard screen. These locations will be stored locally on the phone and used whenever you decide to use a Recipe that has a location criteria.

If you ever need to change your OFFICE or HOME location, visit the Dashboard screen again and update accordingly.




setting_location


Schedule based Recipes

Many Recipes are time based and use your phone’s clock to determine if a Recipe should be triggered or not.
This gives PiPA powerful scheduling capabilities to make decisions based on the time of the day or the day of the week.
Business hours, After hours, weekends and public holiday schedules can be used in combination with other sensors to change your UC service configuration.

We will discuss here, how to control your business hours and therefore, your after hours preferences.
PiPA uses Monday to Friday, 8:30am to 5:30pm as your default business hours schedule.
When you first download or activate any Recipe that has a clock, or time based element, these business hours will be used as the criteria to decide whether to trigger the Recipe or not.

To modify your business hours, simply touch any of your Recipes in the ‘My Recipe’ list that use the clock (time).
Then touch the Recipe ACTION pipa_event
Then touch the clock based criteria. In this case ‘During business hours’

You can change the:
1. Start day (of the week)
2. Start time (each day)
3. End day (of the week)
4. End time (each day)

These changes will be used across all Recipes that use the ‘During business hours’ schedule.









pipa_schedule


Notifications

PiPA uses a number of techniques to let you know that it has performed an action and changed your UC service configuration.
PiPA uses two short vibrations to let you know that it has turned on a service, like Do Not Disturb and one short vibration to let you know that it has turned it off.

Your phone’s notification centre is also used to let you know PiPA has performed an action.
Your phone’s Badges, Sounds and Banners are used to notify you of change. This default configuration can be changed in your phone’s notification centre. Locate PiPA in ‘Settings -> Notifications’ to change what type of notifications you would like to receive.





notifications


Getting Help

Links to additional information and support from BroadSource is available through the help options in the PiPA Menu.
Swipe left to expose the menu and touch HELP.

From your phone, you have access to:
1. This user guide
2. The PiPA web site
3. A link to send an e-mail to the BroadSource team requesting support
4. A telephone number for the BroadSource Technical Assistance Centre to request support






pipa_help