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The 3CX Web Client is easy to use and combines all the features you need to efficiently communicate, collaborate and connect with colleagues, partners and customers, straight from your browser or from the native Windows desktop app. From this one interface, you can easily make calls, view the status of colleagues, hold a video conference, and communicate with customers via voice, live chat, Facebook messaging and SMS/ MMS.
If you’ve lost your Welcome Email you can have it re-sent via the smartphone app (iOS or Android).
If you do not want to download the 3CX Desktop App, install the Progressive Web App (PWA) which offers an app-like experience, enabling the web client to remain active.
Available on all operating systems (Windows, MacOS, ChromeOS and Linux). Installation can be completed in either of 2 ways when logged into the Web Client:
Note: ChromeOS does not support this feature yet.
On Edge, select to Auto-start in the dialog that appears after installation.
The Desktop app for Windows includes all of the features of the web client but provides a more native experience. To download the app:
Note: You can also use the old 3CX Windows Client.
To call, click on the dial pad in the top right menu or click on the search icon. Enter the phone number or search by name, extension number or email address.
You can seamlessly place calls from your IP phone, the iOS or Android app, web client or the desktop app - wherever you have provisioned your extension. From the phone selector in the web client’s dialer, you can select your preferred device and control calls from the web client interface.
Once you’re in a call, you can perform a number of actions with just a few mouse clicks.
Click on “Transfer” and enter the name or number of the person you want to transfer the call to. The call is transferred without you speaking to the receiver on the other end - this is known as a blind transfer.
To speak to the receiver and get permission to transfer a call, click “Att.transfer”. This will allow you to put the caller on hold and speak to the receiver before passing the call through.
Click the “Conference” button and enter the name or number of the person/s you would like to add to the call. They will be dialled and upon answering, will be added to the existing call.
At any time during a call you may record the conversation. Simply click “Record” to begin and click again to end the recording. Recordings can be accessed in the Web Client > “Recordings”.
Note: The ability to record and to view/edit recordings depends on the permissions given to you by your administrator.
During an ongoing call, you may initiate a new call on a separate line without hanging up on the current call. To do this, click “New Call” and enter the name or number of the callee.
During an ongoing call, you may elevate to a video call by clicking the “Video” icon in the dialpad, without hanging up on the current call.
The “Status” feature allows you to see which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed.
Customize status message and behaviour by clicking on “Avatar > Your Name > Status”.
Here you can:
By default, the “People” view will show all the members of the groups you are part of. To make it more manageable, you can choose a different “View” from the top right drop down list. Choose between the “Groups” available (e.g. marketing or sales) or assign team members to your own “Favorite” list by pressing the star icon on the desired contact.
The contacts toggle allows you to show your personal contacts in this same view. They will be displayed after your team members.
In the “Web Client > Chat” section, you can send and receive instant messages with colleagues as well as live chat, SMS/MMS and Facebook messages from customers.
Find out more about composing chats and SMS, and the various chat functions available in the business chat manual.
In the “Web Client > Meet”, you can start a video conference or schedule a conference. Find out more about video conferencing and its features in the Video Conferencing manual.
Hotkeys enable you to set up a bespoke combination of keystrokes to execute a number of supported operations on calls, such as opening the dialer, answering an incoming call, initiating a blind transfer, and so on.
Note: Configured keys will be kept as part of Local Storage and will be used only by the Desktop App. Do not use Hot Key combinations that are used for your operating system. Combinations set on 3CX Desktop App will overwrite whatever shortcuts the apps/OS is using and it will be applied globally.
The 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge enables calls to be initiated from any website or CRM system. Telephone numbers appear as being “hyperlinked”, for you to simply click to ‘send’ the number to the 3CX Web Client or Desktop App to make the call.
Once installed go to “Configuration Settings” and choose between Desktop App and the Web Client for the browser extension to use by default when placing the call. Note: Users on Chrome and Mac operating systems will need to set the extension to use the Web Client as the Desktop client is not available on these platforms.
From the “Configuration Settings” you can also set specific website URLs that should not have their numbers “hyperlinked”. For example, you can exclude a website with accounting information, in order to prevent it from creating clickable numbers.
