3CX Webclient Introduction

Modifié le Mer, 10 Sept. à 4:29 H

The Web Client

A one-stop solution for all your communications

Contents

Login
Installations
Validate your microphone and speaker
Call Management
- • Choose your device to make a call
- • In-call functions
  - Transfer a call
  - Create a conference call
  - Call Recording
  - Start a new call
  - Switch to video call
Manage your status and queues
- • Avatar Menu
- • Status behavior
Choose your Team “view”
Chat with colleagues and clients
Start a video conference

1. Locate your “Welcome” email from noreply@3cx.net.

2. Take the time to review the information in this email.

If you haven’t set your password yet, click the link provided.
Now set your password.

3. Log in using your new password, combined with your extension number or email.
If you have an Office 365 or Google account integrated with your system, you can also use the corresponding button.

Note: If you lost your “Welcome” email or your password, you can click “Forgot Password”, ask your administrator, or contact TicTelecom to reset your password.

You can already manage calls directly from the web client interface without installing anything else.

If you want to receive calls or chats through this page or a PWA application, you must enable notifications by clicking the blue bell in the top left, then allowing notifications when prompted by your browser.

Installations

Applications are available to make the 3CX experience smoother on your computer or mobile.

If you only intend to use a desk phone, installing applications may not be necessary.

We recommend exploring the web interface first before deciding to install an app.

The available applications are:

Windows application
Chrome application (PWA)
Edge application (PWA)
Android application
iOS (iPhone) application
Click2Call browser extension

• Install the Chrome application (PWA)

A PWA is simply a web page converted into an application by the browser.

The experience is similar to a standard app and avoids the need to reload a web page every time you want to access the interface.

Just open the PWA to access the interface as on the web.

1. After logging into your web interface with Chrome, click the download icon in the address bar, as shown below.

2. A new dialog box opens — click Install.

3. You’ll be asked if you want to pin 3CX (PWA) to your taskbar. We recommend clicking Yes for easier access.

4. The Web Client as a PWA is now installed.

5. Enable app auto-launch at startup: type chrome://apps in the address bar, right-click on “3CX” and enable Launch on startup as shown below.

• Install the Edge application (PWA)

A PWA is simply a web page converted into an application by the browser.

The experience is similar to a standard app and avoids the need to reload a web page every time you want to access the interface.

Just open the PWA to access the interface as on the web.

1. After logging into your web interface with Edge, click the icon in the address bar as shown below.

2. Click Install.

3. A dialog box appears — select your desired options and click Allow.

Options include:

Pin to taskbar (Recommended) for quick access
Pin to Start menu for Windows button access
Create desktop shortcut for desktop icon access
Auto-launch on login (Recommended) for automatic opening when logging into Windows

4. Installation is complete.

• Click2Call Browser Extension

The 3CX Click2Call extensions for Google Chrome and Microsoft Edge allow you to initiate calls from any website or CRM system. Phone numbers appear as hyperlinks; just click on them to send the number to the 3CX Web Client or Windows app to make the call.

1. a) Install the Google Chrome extension by following this link and clicking Add to Chrome.
b) Install the Microsoft Edge extension by following this link and clicking Get.

2. Follow the installation steps.

3. Once installed, the screen below appears.

Choose which 3CX app you want the extension to use to initiate calls (Windows app or Web Client).

4. In the “Exception URL List” field, you can add specific websites where numbers should not be hyperlinked. For example, you can exclude a financial site to prevent clickable numbers.

To remove a browser extension, check your browser’s help or support.

Validate your microphone and speaker

Ensure your computer recognizes the devices if you want to make calls directly from it.

Click:

1. “...”
2. Settings
3. Audio/Video
4. Adjust selections as needed.

Note: If working from a remote session (TS), some devices may not be recognized. The simplest solution is to use your local computer.
If you still wish to manage calls directly in a remote session, you may need IT support.

Call Management

To place a call:

Click the phone icon in the top right.
Enter the phone number or search by name, extension, or email address.

• Choose your device to make a call

You can easily place calls through your IP phone, iOS or Android app, Web Client, or Desktop app — wherever your extension is provisioned.

From the phone selector in the dial pad (top right of the Web Client), select your preferred device and control calls from there.

• In-call functions

While on a call, you can perform several actions with just a few clicks:

Transfer a call
Create a conference call
Call recording
Start a new call
Switch to video call

Transfer a call

Click Transfer and enter the name or number of the recipient. This transfers the call directly (blind transfer).
To speak to the recipient first (consultative transfer), click Att. Transfer, which puts the caller on hold while you talk to the recipient before completing the transfer.

Create a conference call

Click the Conference button and enter the name or number of the participant(s) you wish to add. If they answer, they’re added to the ongoing call.

Call Recording

At any time during a call, you can record the conversation by clicking Record. Click again to stop.

Note: The ability to record, view, or edit recordings depends on the permissions granted by your administrator. Contact TicTelecom if needed.

Recordings are accessible under the Recordings section.

Start a new call

While on an active call, you can start a new call on a separate line without ending the current one. Click New Call and enter the name or number.

Switch to video call

During an active call, switch to video by clicking the Video icon on the dial pad without hanging up.

Manage your status and queues

The Status feature shows which colleagues are available to take calls.

Avoid distractions by setting your own status to indicate you’re away or don’t want to be disturbed.
Your status turns yellow when your line is busy.

Click your avatar (top right) to change status or access other options:

Choose a status (Available, Away, Do Not Disturb, etc.)
Add a status message (pencil icon)
Temporarily set a status for limited time
Monitor call quality — a report is available in call history
Login/Logout from queues you’re a member of
Enable/disable ringtone (desktop phone and apps still ring)
Access Settings
Logout

• Status behavior

Customize each status by going to Settings > Call Forwarding.

You can define:

Custom status message
Missed calls (timeout before forwarding)
Busy or unregistered forwarding
Destinations such as voicemail, another extension, mobile, external number, system extension, or busy tone

Notes on forwarding to external numbers:

Each redirected call uses 2 lines (incoming + outgoing).
If this is frequent, check with your administrator or TIC Telecom to ensure your subscription has enough lines.

Additional options:

Rebound: retries the external number if first attempt fails.
Out-of-hours voicemail: sends calls directly to voicemail outside business hours.
System extension: redirects to call groups, queues, digital receptionist (requires admin access).
Send busy: caller hears a busy tone.

Choose your Team “view”

By default, the Team view shows members of departments you belong to.
You can switch views from the dropdown (top right) to show specific departments (e.g., Marketing or Sales) or create a Favorites list by starring contacts.

The contacts switch also lets you show personal contacts in the same view (they appear after your team members).

Chat with colleagues and clients

In Web Client > Chat, you can send/receive instant messages with colleagues as well as messages from clients via live chat or Facebook (if integrations are set up).

Start a video conference

In Web Client > Meeting, you can start or schedule a video conference.
For more details on conferencing and features, see the upcoming Video Conferencing Guide.