How to use the 3CX Web Client

Process

Let's get started! Logging on and Exploring the 3CX Web Client

1. Logging on

• You would have received a welcome email from your admin.
• Visit your 3cx URL and enter your login credentials.
• Access the 3CX Web Client from any web browser.                                                                  

2. Install the Web Client as an app (PWA)

•  Install the 3CX Web Client as a Progressive Web App (PWA) for quick access.
• Click on the browser's options menu and choose "Install [App Name]."                                

3. Set the app to auto-start

• Configure the 3CX Web Client to automatically start when you log in to your computer for convenient access.

4. Optional Install the Desktop App

• Install the native Windows or macOS desktop app for enhanced performance and integration.

Making Calls

5. Start a call

• Use the dial pad or enter a contact's name or extension to make a call.
• Click on the phone icon next to a contact's name.

6. In-call functions:

• During a call, access features like hold, transfer, and mute from the call control panel.

7. Transferring a call

• Transfer calls to another extension or external number.
• Select the "Transfer" option during a call and enter the recipient's details.

8. Creating a conference call

• Initiate a conference call by adding multiple participants to the call.
• Click on the "Conference" option and select the desired participants.

9. Recording a call

• Record calls for training, documentation, or legal purposes.
• Start recording by clicking on the record button during an active call.

10. Initiating a new call

• Easily initiate a new call while on an active call without ending the ongoing conversation.
• Click on the "+" icon to open a new call window.

11. Switch to video call

• Convert an ongoing audio call to a video call.
• Click on the camera icon to switch to a video call during an active call.

Manage your status & queues

12. Switch Status

• Customize your availability status to indicate your availability to colleagues and customers.
• Select the desired status from the options available.

13. Choose your Team view

• Customize your view to see your team's availability, allowing for efficient collaboration.

• Switch to the "Team" tab and select your preferred view.

Chat with colleagues and customers

 14. Start a video conference

• Initiate a video conference with colleagues or customers.
• Click on the "Video Conference" option and invite participants.

15. Set up Hotkeys

• Configure personalized hotkeys for quick access to frequently used features.
• Access the hotkey settings to customize your shortcuts.

16. Click2Call Browser Extension

• Install the Click2Call browser extension for instant dialing directly from web pages.

17. 3CX Talk Link

• Use 3CX Talk Link to conveniently make calls from within supported applications.

The 3CX Web Client offers a comprehensive set of features to enhance communication, collaboration, and connectivity.

Enjoy voice, live chat, WhatsApp, Facebook, SMS/MMS, and video conferencing capabilities straight from your browser or desktop app.

The 3CX Web Client provides a user-friendly interface to streamline your communication and ensure efficient collaboration with colleagues, partners, and customers.

Reach Out

If you have any questions or need help, please reach out to us at our Intense Support page.