3CX COMMUNICATIONS SYSTEM

GETTING STARTED WITH 3CX
USER GUIDE

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.

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.