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.