3CX COMMUNICATIONS SYSTEM

GETTING STARTED WITH 3CX
USER GUIDE

Downloadable – 3CX Quick Reference Guide

Download Quick Reference Guide Here

 

3CX StartUP Administration Guide

Go to 3CX StartUP Administration Guide

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.

Managing Chat Messages

Start a chat

  • Click “Chat” > “+” and select “Start a Chat” or “Create Group Chat”.
  • Select the extension(s) to start chatting.

Receiving customer chat messages

  • You can view chat conversations routed to queues assigned to you
  • Distinguish Live chat, Facebook messages by respective icons.

Handling a chat

  • Choose chat, click the menu  and select between “Transfer”, “Take” or other options enabled by administrator.
  • To transfer the chat, search for agent by name or extension number.

Voicemail

Set your voicemail via Web Client / Windows Desktop App

  • Go to “Avatar > Your Name > Greetings”.
  • Record a new greeting or upload a pre-recorded message.
  • You can have different greetings per status.

Set your voicemail greeting via Deskphone

  • Dial the voicemail number indicated in your user account email.
  • Enter your PIN and then press “#”.
  • Select option “9” then “8” and then “0” to record.
  • Press “#” to end the recording and “0” to save.

Listen to your voicemail messages

  • 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.

Using 3CX with Microsoft 365

Update your Status

  • In Microsoft 365, go to your Calendar and add meeting.
  • During meeting Status will update to “Away” or “Do Not Disturb”.

Launch calls from the Microsoft 365 interface

  • Ensure you have the Desktop App installed.
  • Click on any number in MS 365, for the dialler to initiate the call.

Create new contacts

  • Create your contacts in Microsoft 365.
  • 3CX will automatically sync with MS 365 to update contacts.