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Your Communications Dashboard - The 3CX Web Client

Your Communications Dashboard - The 3CX Web Client

Logging on

The Web Client At a Glance

Hassle-free Call Management

Initiating a Call on Another Phone

Add More People to your Call

Managing your Voicemail

Manage your Status

Call Numbers from Web Pages - the Click to Call Extension

The Switchboard (PRO edition)

See Also

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.

Logging on

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.

  1. “People” - the main view. From here you can call, chat, conference and more with colleagues.
  2. “Phone Selector” - sets the preferred device for making and receiving calls.
  3. “Status” - set your status and message.
  4. “Account” - set your extension options.

Hassle-free Call Management

Manage calls easily from your web browser with the Web Client’s call pop-up:

  1. “Call pop up” - appears on an active call.
  2. “Transfer” - transfer a call to a number or contact and hang up - “blind transfer”.
  3. “Attended transfer” - transfer a call to a number or contact, announce the caller and then press “Transfer” to handover the call.
  4. “Conference” - elevates a call to a conference call where you can add more participants to join the conversation.

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:

  1. Select the phone to use for the call, i.e. your smartphone.
  2. Click to call a contact and the call is initiated on the phone via “Make Call”.
  3. 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:

  1. Click the Conference” button while in a call.
  2. Type the number or contact name you want to add.
  3. 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:

  1. “Record Greeting” - create a new voicemail greeting message.
  2. “Upload” a recorded greeting.
  3. “Play” a greeting message to verify.
  4. 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:

Voicemail function in 3CX Web Client.

  1. “Filter” voicemail messages by caller name or number.
  2. 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:

"Set Status" menu options in 3CX Web Client

  • “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.

Call Numbers from Web Pages - the Click to Call Extension

Call numbers from web pages with the 3CX 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:

  1. Click on the phone number.
  2. 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 edition)

The “Switchboard” function is available in the PRO edition and provides different views on call and queue activity, depending on your role within the organization.

Switchboard function in 3CX Web Client.

Right click a call to manage it with an actions menu, depending on your rights.

  • “All” - The default view of extension and queue calls.
  • “Queue Calls” - An aggregated view of all queue call activity.
  • “Per Queue” - Displays the calls and agents on a per-queue basis.
  • “Wallboard” - A condensed view with call queue analytics.
  • “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.

Configure the Switchboard view options from Settings > Switchboard. Queue Managers can configure the Wallboard view options in Settings > Wallboard to set custom messages and select participating queues.

See Also

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