3CX on iOS or Android
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Get the app from the Google Play or Apple App Store.
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Open the “Your User Account on your New 3CX System” email.
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With the app, scan the QR code found at the top of the email.
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Your extension will be set up automatically in seconds.
The 3CX Client
Login to the Web Client
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Open the “Your User Account on your New 3CX System” email.
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Click the Web Client URL.
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Login with Google, MS 365, or use the credentials in the email.
Download the Windows / Mac Desktop App
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Click the OS icon on the left menu > “Install”.
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Click “Provision” to automatically connect the App.
Manage your status & queues
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Set your status by clicking on your Avatar: 5 options available.
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Your status changes to yellow when your line is busy.
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Customize status / forwarding rules: “Avatar > Your Name > Status”.
Using your Deskphone
Make a call
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From the phone: Dial the number > hit “Send” or “Enter” button.
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From the Web Client: Select the deskphone via the dialer.
Transfer a call: Blind transfer
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Fanvil: “Xfer” > dial number > “Xfer”.
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Yealink: “Transfer” > dial number > “B Transfer”.
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Snom: “Transfer” > dial number > “√”.
Transfer a call: Attended Transfer
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Fanvil: “Xfer” > dial number > “Dial” > announce caller > “Xfer”.
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Yealink: “Transfer” > dial number > “Call” > announce caller > “Transfer”.
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Snom: “Transfer” > dial number > “Attended” > announce caller > “Transfer”.
Managing Chat Messages
Receiving customer chat messages
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You can view chat conversations routed to queues assigned to you.
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Distinguish Live chat, Facebook messages by respective icons.
Handling a chat
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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.
and select between “Transfer”, “Take” or other options enabled by administrator.
Using 3CX with Microsoft 365
Update your Status
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In Microsoft 365, go to your Calendar and add meeting.
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During meeting Status will update to “Away” or “Do Not Disturb”.
Launch calls from the Microsoft 365 interface
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Ensure you have the Desktop App installed.
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Click on any number in MS 365, for the dialer to initiate the call.
Create new contacts
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Create your contacts in Microsoft 365.
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3CX will automatically sync with MS 365 to update contacts.
Calling Using Microsoft Teams
Make a Call
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Dial extension number > Hit “Call”.
Transfer a Call
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Blind Transfer: Click “…” > “Transfer” > Enter name or number > “Transfer”.
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Attended Transfer: Click “…” > “Consult then transfer” > Enter the name or number > “Consult” > Announce caller > “Transfer”.
Turn call into a Conference
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Click the participant icon > Enter name or number > Hit “Enter”.
Voicemail
Set your voicemail via Web Client / Windows Desktop App
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Go to “Avatar > Your Name > Greetings”.
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Record a new greeting or upload a pre-recorded message.
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You can have different greetings per status.
Set your voicemail greeting via Deskphone
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Dial the voicemail number indicated in your user account email.
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Enter your PIN and then press “#”.
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Select option “9” then “8” and then “0” to record.
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Press “#” to end the recording and “0” to save.
Listen to your voicemail messages
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From smartphone: Tap on “Voicemail”.
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From Web Client / Desktop App: Click “…” > “Voicemail”.
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From Deskphone: Dial your voicemail number or hit “Voicemail / Message”, enter PIN, press “#” and then “*” to play messages.
