3CX Web Client Quick Guide

3CX Web Client Quick Guide

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. 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.

Let’s get started: Logging on

In your Welcome Email, you’ll find your credentials and a link to the web client. If you’ve lost your Welcome Email, do not worry, you can have it resent via the smartphone app (iOS, Android), or from the desktop client.

To resend the welcome email from the smartphone apps:

smartphone app resend credentials

  1. In the app tap the menu app menu button button in the top left corner.
  2. Go to “Settings” then tap “Resend Credentials”.

From the Windows app:

  1. Click the “Settings” windows app settings button button.
  2. Click “Resend Credentials”.

Placing a call

Quickly and easily start a call by entering the phone number, or searching by name, extension number or email address. Click the phone icon and voilà, you’ve just made your first call.

IP phone, smartphone or web client - It’s your call

web client phone selector

You can seamlessly place calls from your IP phone, the iOS or Android app, web client or the Windows app - wherever you have provisioned your extension. What’s more, by using the phone selector in the web client, you can easily select your preferred device and seamlessly control calls from the web client interface.

In-call functions

Once you’re in a call, you can perform a number of actions with just a few mouse clicks.

web client call functions

Transferring a call

Click on “Transfer” and simply 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.

Creating a conference call

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 dialed and upon answering, will be added to the existing call.

Recording a 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.

Initiating a new call

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.

Manage your Status

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.

web client set status

Choose from AvailableAwayDo Not DisturbLunchBusiness Trip, and Set Status Temporarily.

Customize your status in “Settings > Status Configuration”.

Here you can:

  • Set a custom message
  • Enable/disable Push notifications for each status
  • Rename “Lunch” and “Business Trip” profiles
  • Set the number of seconds to activate forwarding of unanswered calls for “Available” and “Lunch” profiles
  • Override forwarding rules based on Caller ID and time of the call

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