The Web Client

A one-stop solution for all your communications


CONTENTS



The easy-to-use 3CX Web client combines all the features you need to communicate, collaborate and connect effectively with colleagues, partners and customers, directly from your browser or from the native Windows softphone application. From this single interface, you can easily make calls, check the status of your colleagues, organize a video conference and communicate with your customers by voice, live chat, and even Facebook messaging.



Login

  1. Find your "Welcome" email sent by noreply@3cx.net
  2. Click on the URL of your web client, for example https://mycompany.3cx.com/webclient/.
  3. Log in using the credentials in your email or with your Google or Microsoft 365 account (Integration required beforehand).
Note: If you've lost your "Welcome" email, you can have it resent via the smartphone app (iOS or Android), ask your administration or contact TicTelecom. support@tictelecom.ca



PWA Application

  1. Log in to your WebClient page. (ask us to resend your "Welcome" email if you no longer have it)
  2. Click on the Windows iconor MAC, under the user's avatar. A new dialog box opens, select "Web App (PWA)" and click on the "Install" button..
  3. To configure automatic application startup :

    On Google Chrome: Open your Chrome browser and type "chrome://apps" in the address bar. Right-click on "3CX" and activate the "Start application when you log in" option.

    On Microsoft Edge: On Edge, select Autostart in the dialog box that appears after installation.

Note : PWA only works on Google Chrome and Microsoft Edge - not on Safari or Firefox.



Initiate a call

You can make calls seamlessly from your IP phone, iOS or Android app, web client or softphone 3CX app, wherever you've provisioned your extension. From the phone selector in the dial pad(top right) of the Web client, you can select your preferred device and control calls from the Web client interface.


desktop app dialer



Functions during a call


Once you're connected, you can perform a number of actions with just a few clicks of the mouse.




Transfer a call


Click on "Transfer" and enter the name or number of the person you wish to transfer the call to. The call is transferred without you speaking to the recipient on the other end - this is called a blind transfer.

To speak to the recipient and obtain permission to transfer a call, click on "Att. transfer". This will allow you to put the caller on hold and speak to the receiver, before transferring the call.



Create a conference call


Click on the "Conference" button and enter the name or number of the person(s) you wish to add to the call. This person will be called and, if they answer, added to the existing call.



Recording a call


At any time during a call, you can record the conversation. Simply click on "Rec" to begin, and click again to end the recording. Recordings can be accessed in the Web Client > "... / Recordings".

Note: the ability to access recordings depends on the permissions granted to you by your administrator. Contact TicTelecom if necessary. support@tictelecom.ca



Initiate a new call


While a call is in progress, you can initiate a new call on a separate line without hanging up the current call. To do so, click on "New call" and enter the name or number of the call recipient.



Switch to video call


While a call is in progress, you can switch to a video call by clicking on the "Video" icon on the dial pad, without hanging up the current call.



Voicemail


Define a custom greeting

  1. Go on “. . . > Settings> Greetings”.

  2. Record a greeting by clicking on the "Record Greeting" button, or add a pre-recorded message by clicking on the "Upload" button.

    You can define a different message depending on the status you are in.


Message management


  1. Go on “. . . > Voicemail”.

  2. The messages in your mailbox will be displayed.

    Use the buttons to the right of each message to manage them:

    1. Download the message to your computer.
    2. Listen to the message from an application or IP phone.
      By clicking on the button, your extension will ring, and you can pick up the call to hear the message.
    3. Call back the number associated with the message.
    4. Delete the message
    5. See the message transcript. (This function is subject to a fee and must be activated by an administrator)



Manage your status and queues


The "Status" function lets you see which colleagues are available to take calls.
Avoid distractions and set your own status to let others know you're away or don't want to be disturbed.


  • Click on your avatar in the top left-hand corner and choose between Available, Away, Do not disturb, Available 2, Away 2.
  • Your status changes to yellow when your line is busy.
  • Click on your avatar to select "Set status temporarily" to limit your status over time.
  • From this menu, you can also log in and out of the queue.


Customize your status message and behavior by clicking on "Avatar > Your name > Status".


Forwarding rules


Here you can :

  • Define a personalized message.
  • Enable/disable push notifications for each status.
  • Rename "Available 2" and "Away 2" profiles.
  • Set the number of seconds before unanswered calls are forwarded for "Available" and "Available 2" profiles.
  • Choose to forward unanswered calls to options such as voicemail, cell phone, etc.
  • Cancel forwarding rules based on caller ID and time of call. (Exceptions)


Choose your people view


favorites view with personal contacts toggled

By default, the "People" view displays all members of the groups to which you belong. For ease of management, you can choose another "view" from the drop-down list in the top right-hand corner. Choose from the available "Groups" (for example, marketing or sales) or assign team members to your own "Favorites" list by pressing the star icon on the desired contact.

The contact switchallows you to display your personal contacts in the same view. They will be displayed after your team members.


Chat with colleagues and customers

In the "Chat" section, you can send and receive instant messages with colleagues as well as customer messages via live chat or Facebook, provided that integration with the Facebook account or company website has been completed.


Start a videoconference

In "Meet", you can start a videoconference or schedule a conference. 

To find out more about videoconferencing and its functions, visit https://www.3cx.com/user-manual/video-conferencing/.


Click2Call browser extension

3CX Click2Call browser extensions for Google Chrome and Microsoft Edge allow calls to be made from any web site or CRM system. Phone numbers appear as "hyperlinked", so simply click to "send" the number to the 3CX Web client or Windows application to make the call.


Once installed, go to "Configuration settings" and choose between the Windows application and the web client for the browser extension to be used by default when calling.

Note: Chrome OS and Mac users will need to configure the extension to use the web client.

In the "Configuration parameters", you can also define URLs for specific websites whose numbers should not be "hyperlinked". For example, you can exclude a website containing accounting information, to prevent it from creating clickable numbers.


3CX Windows Softphone App

Install and provision the Windows softphone from your web client:

  1. Open your 3CX Web Client.
  2. Click on Apps and click on the Windows App tile.
  3. Download and install the softphone from the Microsoft Store
  4. Tap on the Provision Button, followed by clicking on ‘Open 3CX’ in the browser pop up window.
  5. The app will launch with your extension automatically configured.
  6. Authorize access to 3CX if Windows Defender or your antivirus software requests it.