3CX Windows App Guide

Modifié le Jeu, 11 Sept. à 11:40 H

The Windows application is a native softphone for Microsoft Windows. Deployed via the Microsoft Store, it provides enhanced security since all applications are securely verified by Microsoft before publication. The softphone allows you to set your status, manage calls, access CRM contacts and the company directory, and view your BLF panel for easier call handling.

Contents

Installation & Provisioning
- By entering your information
- From the web client
Make a call
Manage a call
- Transfer a call
- Create a conference call
- Call recording
- Start a new call
- Switch to a video call
Management Panel
Set your status
General Options
- Display the BLF panel
- Desk phone control
- Audio options

Installation & Provisioning

Two methods are available to configure the 3CX Windows app:

By entering your information (URL required)
From the web client

By entering your information

Install the softphone from the Microsoft Store.
Enter your 3CX URL – provided in your “Welcome” email.
Example: https://mycompany.3cx.ca
Enter your email or extension number and your password, then click Login.
- If you don’t know your password, go to your 3CX web interface and click “Forgot password?”
- Contact us if needed!

The softphone will auto-provision.

Note: If 2FA is enabled on your extension, you will be prompted to enter your security PIN.

From the web client

Open your 3CX web client.
Click on Apps (bottom left), then select the Windows app.
Install the app by following the on-screen instructions.
Once installed, return to the same location, press Provision, and click Open 3CX in the browser pop-up.

The app will launch with your extension automatically configured.

Make a call

You can start a call from your contacts, by manually entering a number via the dial pad, or by copy-pasting a number.

Manage a call

During a call, you can:

Transfer a call

Click Transfer and enter the name or number of the recipient. The call is transferred immediately (blind transfer).
To first speak to the recipient and get permission, click Att. Transfer. This puts the caller on hold while you talk to the recipient before transferring

Create a conference call

Click Conference and enter the name or number of the participant(s). They will be called and, if they answer, added to the ongoing call.

Call recording

At any time during a call, you can record the conversation. Click Record to start and click again to stop.
Recordings are accessible in Web Client > “… / Recordings.”

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

Start a new call

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

Switch to a video call

During a call, you can switch to video by clicking the Video icon on the dial pad, without hanging up.

Management Panel

The management panel allows you to view other users’ calls in the system or perform operations on those calls. Permissions are required – check with your administrator if needed.

To open the management panel, click the Manager Panel icon at the top right of the Windows app.

Set your status

Click your profile picture (top left) and select your status to let colleagues know if you’re available.

Different statuses allow you to handle calls differently, for example by forwarding or sending them to voicemail.

Click Configure > Call Forwarding to adjust your status rules.

General Options

Display the BLF panel

Enable Show BLF Panel to display your custom keys on the right side of the app.
BLFs can be customized from your web client.

Desk phone control

The 3CX Windows softphone allows you to control your desk phone via the app to make and receive calls.

A physical device must be assigned and registered to your extension. If not, ask your administrator or TIC Telecom.

From the softphone, go to General Options.
In the Desk Phone Control section, select the device to use for calls.

Audio options

If you are using the app (and not a desk phone) for calls, make sure to select the correct microphone, speaker, and ringtone device for incoming calls.

If you use a headset supported by 3CX (e.g., Yealink), you can check the headset option and select it for better compatibility:

Press the headset button to answer/hang up.
Hold the headset button for one second to put the call on hold.

You may need additional software for proper headset recognition, e.g., Yealink USB Connect.