Looking to improve your business communication? We’ve partnered up with Tech YouTuber, Sam Beckman, for a demonstration on how to set up the 3CX Phone System and Live Chat Solution in just a few short steps.
Getting in touch has never been easier!
With the 3CX Phone System, users can connect with your business directly through multiple channels, including phone calls, video conferencing, and live chat messaging.
Live Chat Solution
In today’s fast-paced world, customers want to be able to address their enquiries quickly and efficiently. 3CX’s phone system does exactly this with its Live Chat feature.
With just the click of a button, customers can chat directly with a representative. This incredible tool will not only elevate your customer support, but will also encourage customer engagement.
Anyone can benefit from 3CX
Whether you’re a small business that’s just getting started, or a large-scale enterprise, you’re sure to benefit from the 3CX Phone System and Live Chat Solution. 3CX offers four plans tailored to the different requirements of various types of businesses.
Setting up 3CX
Check out Beckman’s easy-to-follow video below to learn how to set up a superior phone system with live chat integration in under 10 minutes!
Watch the video or follow the step-by-step guide below to get your 3CX phone system and live chat up and running.
1. The Basic Setup
Signing up to your preferred 3CX Plan is the first step in ensuring your business is on the right track for your telecommunication needs!
Go to https://www.3cx.com/free/ to sign up and fill in the required information. Then select the 3CX plan that’s most suitable for the needs of your business. You can choose from the following four options:
- 3CX Free - free of charge for up to 10 users!
- 3CX SMB - Small Business
- 3CX Hosted (PRO/ENT)
- 3CX Self-Hosted/On Premise (PRO/ENT)
The next step is to log in with your account. Believe it or not - you’ve already finished setting up a basic version of your VoIP system! Now you can start configuring your Voice & Chat, and Call Handling.
To set up live chat on your website, all you need to do is go to the ‘Admin’ section, click on ‘Voice & Chat’, copy the link provided and paste to the relevant section in your website. You can choose to enable either ‘Chat only’ or ‘Phone and Chat’. With the latter, the customer can communicate directly with your business through live chat, phone and even video call.
2. Setting up the App on your Phone
Scan the QR code provided in your account - and voila’! The 3CX App is now ready to use on both the web platform and your mobile phone, allowing you to continue taking calls and messages even when away from your desk. It’s that easy!
3. Live Chat Integration
Want to take it to the next level with a sophisticated live chat floating icon on your company website? You can!
Go to the ‘Admin’ section, click on ‘Voice & Chat’ and tap on the Information icon next to ‘3CX Live Chat’. Simply copy the WordPress Plugin or HTML code, and paste it onto your website as demonstrated in the Try 3CX for Free video. You can also customize the icon’s colors, shape and greeting message according to your preferences.
4. Adding Users
You’re now ready to start setting up your team!
Go to the ‘Admin’ section, click on ‘Users’ and specify which individuals you want to add to your 3CX system. Next, assign specific rights to each user. You can then go to ‘Office hours’ to route your calls according to your business hours and break times.
5. Adding a Real Phone Number
To make and receive calls, you'll need to create an account with a SIP trunk provider.
We highly recommend selecting one of these SIP trunk providers in your country to ensure smooth configuration and top quality service.
Once an account has been set up with your preferred SIP trunk provider, you then need to go to ‘Admin’, click on ‘Voice & Chat’, and ‘Add Trunk’. Insert the required SIP trunk details and you’re good to go.
6. WhatsApp Integration
As a final step, you may also want to add WhatsApp Integration to your 3CX Account. This will enable you to send and receive WhatsApp messages directly from 3CX. Our WhatsApp Integration Guide will help you figure it out!
Simple, right?
Break free from your traditional deskphone and experience the freedom of a fully functional phone system. By having a unified system for calls, video conferencing and messaging, you will be able to work efficiently from anywhere and reduce costs.
Everything you need to know can be found in our Configuration Guides or through our Technical Support. You can also join our Forum where you can connect with our community of 350,000 members worldwide.
Try it out for free
You can install and set up 3CX and make use of our feature-rich communication system completely free of charge for up to 10 users!
No risks, ads or hidden costs.
Join our community of over 350,000 customers worldwide and click here to try it out for yourself!
