The 3CX Web Client is the center for managing all your communication needs into one unified environment. The Web Client enables you to communicate efficiently, simplifying device-specific functions like transfers, address book lookups and forwarding profiles.
Your Web Client credentials can be found in your Welcome Email. The 3CX Web Client can be accessed from Google Chrome, Mozilla Firefox or Microsoft Edge. You can have your welcome email resent from your smartphone app (Android, iOS) or desktop app (Windows, Mac).
The Web Client At a Glance
Easily access the Web Client’s key functions on the left sidebar to manage your contacts and calls.
|a. “People” – the main view. From here you can call, chat, conference and more with colleagues.
b. “Phone Selector” – sets the preferred device for making and receiving calls.
c. “Status” – set your status and message.
d. “Account” – set your extension options.
Hassle-free Call Management
Manage calls easily from your web browser with the Web Client’s call pop-up:
- “Call pop up” – appears on an active call.
- “Transfer” – transfer a call to a number or contact and hang up – “blind transfer”.
- “Attended transfer” – transfer a call to a number or contact, announce the caller and then press “Transfer” to handover the call.
- “Conference” – elevates a call to a conference call where you can add more participants to join the conversation.
Note: If you are using Firefox the Web Client tab needs to be kept in focus during transfers otherwise audio may be interrupted.
Initiating a Call on Another Phone
Use the Web Client’s “Phone Selector” to switch between connected devices – you can choose between your deskphone, smartphone or Web Client:
- Select the phone to use for the call, i.e. your smartphone.
- Click to call a contact and the call is initiated on the preselected device. A call notification will appear from “Make Call”.
- Click “Answer” to call the contact.
Add More People to your Call
To elevate a call to conference or add participants while in a conference call:
|a. Click the “Conference” button while in a call.
b. Type the number or contact name you want to add.
c. Select the contact to add them to the call.
Tip: To manage scheduled conferences click on the “Schedule Conference” function on the sidebar.
Managing your Voicemail
Efficiently manage and personalize your voicemail.
|Go to “Settings” > “Greetings” and:
a. “Record Greeting” – create a new voicemail greeting message.
b. “Upload” a recorded greeting.
c. “Play” a greeting message to verify.
d. Assign a greeting message to a specific status.
To access your voicemail messages, click on the “Voicemail” function from the left side menu and use the “Search Box” to filter the messages by caller name or number. Manage your voicemail just like your email:
- “Filter” voicemail messages by caller name or number.
- Common operations for each voicemail include “Download” as an audio file, “Play” via your IP phone, “Call back”, “Mark as heard” and “Delete”.
Manage your Status
Let your colleagues know if you’re available to take a call by setting your status with the “Status” selector and automatically configuring call forwarding:
- “Available” – ready to receive calls.
- “Away” – temporarily unavailable, divert to voicemail.
- “Do Not Disturb” – divert to voicemail.
- “Lunch” – set a custom status.
- “Business Trip” – set a second custom status.
- “Set Status Temporarily” – set status and message for a predefined period of time.
Further customize your “Status”, from the Web Client’s “Settings” > “Call Forwarding” function:
- “Custom status message” – Set a custom message for statuses.
- “Custom Profile Name” – Rename the “Lunch” and “Business Trip” profiles.
- “No Answer Timeout” – Number of seconds to activate forwarding for “Unanswered Calls” for “Available” and “Lunch” profiles.
You can also set forwarding rule “Exceptions” to divert calls based on Caller ID and time of call.
Manage your BLFs
Configure your deskphone BLF (Busy Lamp Field) settings directly from the Web Client, without any administrator intervention. To manage and re-position your BLFs, go to “Settings” > “BLF Settings” and:
- Select the BLF type and options:
- “Blank” – leave BLF unconfigured.
- “Line” – set for the BLF to open the phone line.
- “BLF” – see if the specified extension is busy.
- “Speed Dial” – set to dial an extension directly when pressed.
- “Custom Speed Dial” – set and specify a custom contact to dial.
- “Agent Login/Logout” – select to log in/out your extension from queue.
- “Change Status” – specify the status to set for your extension.
- Click and drag on the BLF handle to reorder.
Simply reboot your deskphone to apply the new BLF settings. To add further BLFs click on the “Add more BLF” button, depending on your deskphones’ capabilities.
Call Numbers from Web Pages – the Click to Call Extension
The Click to Call browser extension works with the Web Client to enable you to call numbers from a web page:
- Click on the phone number.
- Click “Call” on the Web Client dialpad to launch a call on the selected deskphone or smartphone.
See the Click to Call User Guide for more info.
The Switchboard (PRO & Enterprise)
The “Switchboard” function is available in the PRO & Enterprise editions and provides different views on call and queue activity, depending on your role within the organization.
- “Switchboard” views – click to open:
- “All” – The default view of extension and queue calls.
- “Queue Calls” – An aggregated view of all queue call activity.
- “Wallboard” – A condensed view with call queue analytics.
- “Per Queue” – Displays the calls and agents on a per-queue basis.
- “Reminders” – Enables you to view and manage all set Reminders. To create a Reminder, go to the “People”function, click on a contact’s “Show more” icon (…) , select “Add Reminder”, set the date and time.
- Click the pop-out icon for the “All”, “Queue Calls” and “Wallboard” views to display in a separate browser window for ease of use and desktop optimization.
- Right click a call to manage it with an actions menu, depending on your rights.
You can configure the Switchboard view options in “Settings” > “Switchboard”. Queue Managers can configure the Wallboard view options in “Settings” > “Wallboard” to set custom messages and select participating queues.