User Manual

Whether you’re using the Web Client, smartphone app, Windows Desktop App or a desk phone, 3CX is your one stop for all business communication. Colleagues, clients or customers – 3CX provides the tools you need to collaborate, call, chat and more. Sync up with co-workers for higher levels of efficiency and productivity in the office, and benefit from inbuilt contact center tools to boost customer satisfaction. New to 3CX? Great! This guide is the ideal starting point to get to grips with the most essential features of 3CX. If you’re already familiar, check out our more in depth guides to find out what more you can do.

3CX on iOS or Android

  • Get the app from the Google Play or Apple App Store.
  • Open the “Your User Account on your New 3CX System” email.
  • With the app, scan the QR code found at the top of the email.
  • Your extension will be set up automatically in seconds.

The 3CX Client

Login to the Web Client

  • Open the “Your User Account on your New 3CX System” email.
  • Click the Web Client URL.
  • Login with Google, MS 365, or use the credentials in the email.

Download the Windows Desktop App

  • Click the Windows icon on the left menu > “Install”.
  • Click “Provision” to automatically connect the App.

Manage your status & queues

  • Set your status by clicking on your Avatar: 5 options available.
  • Your status changes to yellow when your line is busy.
  • Customize status / forwarding rules: “Avatar > Your Name > Status”.

Video / Audio Conferencing

Create an ad hoc video / audio conference

  • Open Web Client / Windows Desktop App > “Meet”.
  • Allow 3CX to access your camera and microphone > “Join Now”.
  • To invite participants, copy the link or share via WhatsApp, email.

Schedule a conference

  • Click “+” in the top menu to create a video / audio conference.
  • Fill in the details > select calendar > “Create Meeting”.
  • Click on “Scheduled Conferences” to view them.

Turn any call into a conference

  • During the call, select “Conference” in the phone dialer.
  • Search by name or extension, or add a phone number.
  • Select your participant/s and they will be automatically dialed.