3CX Web Client

Introduction

The 3CX Web Client is a browser-based app. It combines all the features you need to easily and efficiently communicate, collaborate and connect with colleagues, partners, and customers. From this one interface, you can manage calls, view the status of colleagues, hold a video conference, and connect via voice, live chat, WhatsApp, Facebook, and SMS/MMS.

Get started: Logging on

3CX Web Client Login options

  1. Open your “Welcome to 3CX | Your Account Details” email.
  2. If your admin has enabled SSO for Google Or Microsoft, sign in with those credentials.
  3. If not, click on the Set your Password link specified in your email and set your password.
  4. Log in using your email or extension number and your newly set password.

Note: Your System Admin can enable 2 Factor Authentication for extensions from within the admin console.

Install the Web Client as an app (PWA) - Google Chrome

Install the Web Client as an app (PWA)

  1. Click on the download icon in your browser’s address bar as shown above.
  2. A new dialog will open, click on the Install button.
  3. You will be asked if you would like to pin 3CX (PWA) to your taskbar. We suggest clicking on Yes for easier access.
  4. The Web Client as a PWA app is now installed.

  1. Enable the app to launch at startup:        
  1. Type ‘chrome://apps’ into the address bar. Right click on 3CX and enable Launch at Startup as shown above.

Install the Web Client as an app (PWA) - Microsoft Edge

  1. Login to your web client.
  2. Click on the icon highlighted above in your address bar.
  3. Click Install.

  1. A new dialog will appear. Select the last 2 options and click Allow.
  2. You will be asked if you would like to pin 3CX (PWA) to your taskbar. We suggest clicking on Yes for easier access.
  3. Installation is complete. 

Click2Call Browser Extension

The 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge enable you to initiate calls from any website or CRM system. Phone numbers appear “hyperlinked”, for you to simply click on and ‘send’ the number to the 3CX Web Client or Desktop App to place the call.

Installing the Browser Extension

  1. Install the Google Chrome extension.
  2. Install the Microsoft Edge extension.
  3. Follow the installation steps.

  • Once installed the above screen will appear. Choose which 3CX app you prefer the browser extension to use to initiate calls; the Desktop App or the Web Client.
  • In the “Exception URL list” field you can add specific website URLs that should not have their numbers “hyperlinked”. For example, you can exclude a website with accounting information, to prevent it from creating clickable numbers.

Making & managing calls

  1. To place a call, click on the dialer icon  in the top right corner of your web client.
  2. Enter the phone number or search by name, extension number or email address and then click the handset icon to start the call.

Making and managing calls via 3CX

  1. Beneath the search bar you will see an option Call using: Browser. Click on the arrow and a dropdown will appear with available devices/apps for you to use to place calls.
  2. During a call, you can perform a number of actions:
  1. Transfer a call - Click on “Transfer” and enter the name or number of the person you want to transfer the call to. The call is transferred.
  2. Attended Transfer - Click on “Att.transfer” to announce the call to the receiver before transferring the call. The call will be put on hold.
  3. Start a conference call - Click on the “Conference” button and enter the name or number of the person/s you want to add to the call. They will be dialed and upon answering, they will be added to the existing call.
  4. Record a call - Click on the “Record” button at any point during your call to start recording. Click again to end the recording. Recordings can be accessed in the Web Client (if you have the required rights).
  5. Initiate a new call - Start a new call on a separate line without hanging up the current call. To do this, click New Call and enter the name or number of the callee.
  6. Switch to video - Switch your current audio call to a video call by clicking the Video icon in the dialpad.

Manage your status & queues

The Status feature allows you to see 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.

Managing your status and queues via 3CX Web Client

  • Click on your avatar in the top right corner and select your status from the dropdown.
  • Your status color changes automatically to yellow when your line is busy.
  • Use the pencil icon to set a custom status message.
  • Time-limit your status by clicking on the Set status temporarily option.
  • Click on Settings > Call Forwarding. From here you can customize each status and more:
  • Enable/disable push notifications for each status.
  • Rename “Lunch” and “Business Trip” statuses.
  • Set the number of seconds before an unanswered call is forwarded for your “Available” and “Lunch” statuses.
  • Set forwarding rules for unanswered calls.
  • From the “Exceptions” option you are able to override forwarding rules based on Caller ID and time of the call.
  • Set your office and break hours.

Auto switch status based on your working hours

Auto switching status based on your working hours

You can configure automatic status switching based on your office hours from Settings > Call Forwarding > Switch Status. Choose whether your extension should use regular office hours or add your own. Your extension will then follow these hours and automatically change your status accordingly.

Team view - Depts & Groups

Viewing different departments and groups in your company via 3CX Web Client

  • By default, the “Team View” shows all the members of the groups you are part of. You can choose a different “View” from the top right drop down list, e.g. marketing, sales.

  • Add colleagues to your “Favorite” list by clicking the star icon next to their name.

  • The contacts toggle in the top left corner allows you to show your personal contacts also. They will be listed after your colleagues.

Chat with colleagues and customers

Send and receive instant messages with colleagues, live chat with website visitors, WhatsApp & Facebook, and receive SMS/MMS messages from customers. Access all chat functions from the Web Client > Chat option in the left-side menu.

Quick response chat templates are available to be created and edited by group managers. These allow users to respond with predefined messages making response times quicker. Templates can be split into different categories and languages.

Learn more about composing chats and SMS, and the various chat functions available in the business chat manual.

Start a video conference

Start a video conference or schedule a conference by clicking on the Meet option in the left-hand menu of your Web Client. Find out more about video conferencing and its features in the Video Conferencing manual. 

See also

Last Updated
This document was last updated on 27th February 2024
https://www.3cx.com/user-manual/web-client/ 

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