The 3CX Web Client is easy to use and combines all the features you need to efficiently communicate, collaborate and connect with colleagues, partners and customers, straight from your browser or from the native Windows desktop app. From this one interface, you can easily make calls, view the status of colleagues, hold a video conference, and communicate with customers via voice, live chat, Facebook messaging and SMS.
In your Welcome Email you’ll find your credentials and a link to the web client.
If you’ve lost your Welcome Email you can have it re-sent via the smartphone app (iOS or Android).
The desktop app for Windows includes all of the features of the web client but provides a more native experience. To download the app:
Note: You can also use the old 3CX Windows Client.
To call, click on the dial pad in the top right menu or click on the search icon. Enter the phone number or search by name, extension number or email address.
You can seamlessly place calls from your IP phone, the iOS or Android app, web client or the desktop app - wherever you have provisioned your extension. What’s more, by using the phone selector in the web client’s dialer, you can easily select your preferred device and seamlessly control calls from the web client interface.
Once you’re in a call, you can perform a number of actions with just a few mouse clicks.
Click on “Transfer” and enter the name or number of the person you want to transfer the call to. The call is transferred without you speaking to the receiver on the other end - this is known as a blind transfer.
To speak to the receiver and get permission to transfer a call, click “Att.transfer”. This will allow you to put the caller on hold and speak to the receiver before passing the call through.
Click the “Conference” button and enter the name or number of the person/s you would like to add to the call. They will be dialled and upon answering, will be added to the existing call.
At any time during a call you may record the conversation. Simply click “Record” to begin and click again to end the recording. Recordings can be accessed in the Web Client > “Recordings”.
Note: The ability to record and to view/edit recordings depends on the permissions given to you by your administrator.
During an ongoing call, you may initiate a new call on a separate line without hanging up on the current call. To do this, click “New Call” and enter the name or number of the callee.
During an ongoing call, you may elevate to a video call by clicking the “Video” icon in the dialpad, without hanging up on the current call.
Make the most of the “Status” feature to save time and increase efficiency by seeing which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed.
Customize status message and behaviour by clicking on “Avatar > Your Name > Status”. “Settings > Status”.
Here you can:
In the “Web Client > Chat” section, you can send and receive instant messages with colleagues as well as live chat, SMS and Facebook messages from customers.
Find out more about composing chats and SMS, and the various chat functions available in the business chat manual.
In the “Web Client > Video conference and schedule conference” sections, you can start a video conference or schedule a conference with colleagues and customers, without having to download any additional software.