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    Your Quick Reference Guide: Your Communications Dashboard - The 3CX Web Client

    Uploaded by

    Iliyan Petrov
    This document provides a quick reference guide for getting started with the 3CX communication platform. It summarizes how to perform essential tasks like making and receiving calls, transferring calls, setting status and preferences, accessing voicemail and scheduling audio or web conferences using the 3CX web and mobile apps.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Your Quick Reference Guide: Your Communications Dashboard - The 3CX Web Client

    Uploaded by

    Iliyan Petrov
    69 views3 pages
    This document provides a quick reference guide for getting started with the 3CX communication platform. It summarizes how to perform essential tasks like making and receiving calls, transferring calls, setting status and preferences, accessing voicemail and scheduling audio or web conferences using the 3CX web and mobile apps.

    Original Description:

    3CX MOBILE

    Original Title

    get_started_with_3cx_DEFAULT

    Copyright

    © © All Rights Reserved

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    This document provides a quick reference guide for getting started with the 3CX communication platform. It summarizes how to perform essential tasks like making and receiving calls, transferring calls, setting status and preferences, accessing voicemail and scheduling audio or web conferences using the 3CX web and mobile apps.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    69 views3 pages

    Your Quick Reference Guide: Your Communications Dashboard - The 3CX Web Client

    Uploaded by

    Iliyan Petrov
    This document provides a quick reference guide for getting started with the 3CX communication platform. It summarizes how to perform essential tasks like making and receiving calls, transferring calls, setting status and preferences, accessing voicemail and scheduling audio or web conferences using the 3CX web and mobile apps.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    GET STARTED WITH 3CX

    Your Quick Reference Guide


    www.3cx.com/user-manual/

    01 Your Communications Dashboard - The 3CX Web Client

    Logging in
    1 Find the email with your 3CX User Account
    details to retrieve your credentials.
    2 Go to your Web Client URL, e.g.
    https://mycompany.3cx.com/webclient/
    3 Log in using your extension and password.

    Make, Receive & Transfer Calls Manage your Status


    1 Make a call by clicking on an extension or enter 1 Set your status and status message by
    name/number in the search box. clicking on the drop down menu next to your
    avatar.
    2 Toggle the phone icon to trigger a call on your
    smartphone, deskphone or web client. 2 Click on the pencil to add a status message.

    3 Transfer a call by clicking “Transfer” or “Att. 3 Set status temporarily to time limit your
    Transfer”, enter the extension or name. status automatically.
    a. If Att. Transfer announce the call and 4 Green means available, yellow on a call, red
    click “Transfer”. is busy - calls will be diverted to voicemail.
    b. To blind transfer click “Transfer” and
    hang up.

    Call numbers from web pages Chat with your Colleagues


    The 3CX Browser Extension
    1 Click on the “Chat” function.
    1 Install the Chrome or Edge extension. 2 Click on the “Compose” icon to search and
    2 Open Web Client and click on “Activate your add people for one-on-one or group chat.
    3CX Browser Extension”. 3 Select the extension(s) and click “OK” to
    3 Clicking on a number will launch the 3CX Browser start chatting.
    Extension dialer.

    02 Your Office Anywhere - The 3CX Apps

    Download the iOS or Android Apps Download the Windows App


    Find the email with your 3CX User Account details. Find the email with your 3CX User Account details.
    Open the app on your device. Download the attachment and double click on it.
    Scan the QR code in the body of the email. The app will then automatically configure itself.

    To Transfer a Call
    Click “Transfer” or “Att. Transfer”.
    Enter the extension or search by name, tap “Transfer”
    and hang up.
    If Att. Transfer announce the call and click “Transfer”.

    SEE THE ONLINE VERSION HERE:


    Your Extension Details

    • Your extension number is 240

    • Your extension’s PIN is 2489

    • Check your voicemail by dialing 666 and entering your PIN

    • Web client for your extension:

    ◦ Inside the office: https://172.19.194.2/webclient

    ◦ Outside the office: https://mycloudpbx-cts.ecloudserv.net/webclient

    ◦ Login using 240 and password w3YK0QTPMx

    Work from Anywhere with the 3CX Apps

    For your smartphone:

    • Install the iOS or Android Apps

    • Scan the QR code at the top of this email

    For your browser:

    • Install the Google Chrome or Edge Extension

    • To activate the extension, login to your web client first


    GET STARTED WITH 3CX
    Your Quick Reference Guide
    www.3cx.com/user-manual/

    03 Using Your Deskphone

    To Make a Call To Transfer a Call


    1 Dial the number on the keypad and hit the send 1 For blind transfer: Press “Transfer”, dial the extension,
    or enter button. press send/dial and hang up.
    2 OR select a contact or extension from your 2 Attended transfer Yealink: Press “Transfer”, dial number
    Web Client or a number from a web page, or select extension, press “Send”, announce the caller,
    hit call. press “Transfer” and hang up.
    3 The Web Client triggers the call on your 3 Attended transfer Snom: Press the “Hold” button and dial
    deskphone if selected via the phone selector the extension you want to transfer to. Announce the call and
    toggle. press “Transfer” followed by send/dial and hang up.

    04 Voicemail

    Setting your Voicemail Greeting To Playback Voicemail


    1 By phone: 1 By phone:
    a. Dial the voicemail number as indicated in a. Dial your voicemail number or hit “Voicemail/Message”
    your user account information email. b. Enter your PIN, press “#” and then “*” to play
    b. Enter your PIN and then press “#”. your messages.
    c. Select option “9”, then “8” and then “0”
    2 Web Client: Click on “Voicemail” and click the playback
    to record.
    icon to listen to the message on your selected phone.
    d. Press “#” to end recording and “0” to save.
    3 Android & iOS App: Select “Voicemail” and tap on the
    2 From the Web Client:
    voicemail to listen to the message.
    a. Go to “Settings” > “Greetings”.
    b. From here you can set a greeting according
    to your status.

    05
    03 Scheduling an Audio/Web Conference

    Creating an Audio Conference


    1 Tap or click on “Schedule Conference”
    (in the top menu for smartphones).
    2 “Enable Announcements” to get notified when
    participants join.
    3 Add the “Subject” and “Notes”.
    4 Specify the preferred time.
    5 Hit “Create Meeting” (Web Client) or “Done” (Android
    Creating an ad-hoc Web Conference & iOS) and add participants.
    a. Participants will receive an invitation email with an
    external dial-in number and a PIN.
    1 Click on “WebMeeting” in the web client.
    b. Internal participants will receive an email with an
    2 Allow WebMeeting to use the camera and microphone. extension and PIN or be called.
    3 Click on “Join Now” and then on “Invite People” on the right
    panel to add participants.

    SEE THE ONLINE VERSION HERE:

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