Getting started with 3CX

3CX user guide

1

The browser client

2

3CX
apps

3

Desk
phone

4

Voicemail

5

Video and audio conferences

1

Your communications desktop — the 3CX browser app

Download the 3CX user guide

Signing in

  • 1. Take your credentials from the welcome email with the configuration
  • 2. Sign in to your web account, for example https://company.3cx.com/webclient/
  • 3. Sign in with your username and password

Make, answer and transfer calls

  • Call by clicking a user, or type a name or number in the search box
  • Switch the phone icon to place the call on your smartphone, desk phone or in the browser
  • Transfer a call by clicking “Transfer” or “Att. transfer”, then enter the extension or the name
  • For a blind transfer, press “Transfer” and hang up
  • For an attended transfer, once the other party answers, press “Transfer”

Change your status

  • Statuses: available, busy, do not disturb, at lunch, away and others
  • Set your status and status message from the drop-down next to your account
  • Click the pencil to add a status message
  • Set a status so it changes automatically
  • Green means available, yellow means on a call, red means busy — calls go to voicemail or are routed according to your settings

Talk to your colleagues through the browser

  • Press the “Chat” button
  • Click “Compose” to find and add people to a one-to-one or group chat
  • Select the extension or extensions and click “OK” to start talking
More

See the help page

See what else you can do with the browser app

2

Your office from anywhere — the 3CX apps

Download the iOS, Android or Windows app:

  • Open the welcome email with the configuration
  • Open the app on your device, tap the menu (top left) and then Scan QR code
  • Now scan the QR code from your welcome email — and you are done.
More about iOS
More about Android

Install the 3CX extension for Chrome or Edge

  • Open your browser, click to install the 3CX browser extension and follow the on-screen instructions
  • Enable the extension in your browser and that is it.
Read more

Transferring calls:

  • Press Transfer or Att. Transfer
  • Enter the extension or search by name, press Transfer and hang up
  • For an attended transfer, once the other party answers, press Transfer

3

Using it on your desk phone

To place a call:

  • Dial the number on the keypad and press the call button (or the tick)
  • Pick a contact or user in the browser and press call
    You can place the call on your phone by clicking the user or the number in the browser
  • The web client places the call on your phone if a desk phone is selected in the browser

Transferring calls:

  • Transfer: press “Transfer”, call the user, press send/dial and hang up
  • Attended transfer: press “Transfer”, call the user or the number, press “Send”, ask whether they can talk, press “Transfer” and hang up
  • Attended transfer, option 2: press the “Hold” button and call the user or the number, ask whether they can talk, press “Transfer”, press send/dial and hang up

4

Voicemail

Recording a voicemail greeting

  • From a desk phone
  • Call the number given in the configuration email
  • Enter the PIN and press “#”
  • Choose “9”, then “8”, then “0” to start recording
  • Press“#” to finish recording and “0” to save
  • From the web client:
  • Go to “Settings” > “Greetings”
  • Here you can set a greeting for each status
  • Set your voicemail greeting easily in the 3CX web client
  • Use a phone to listen to voicemail

Listening to voicemail messages

  • From a desk phone:
  • Call your voicemail number and press “Voicemail/Message”
  • Enter your PIN, press “#” and then “*” to listen to the messages left for you
  • From the web client: press “Voicemail” and click the play icon to listen to messages on the phone you have selected
  • Android and iOS apps: tap Menu, then “Voicemail”, select a message and tap “Play” to listen

5

Schedule a video or audio conference

Create a web conference here and now

  • In the web client press “WebMeeting”
  • Allow access to the camera and microphone
  • In the right-hand panel click “Invite People” to add participants
read more

Creating video and audio conferences

From the web client or the Windows, Android or iOS app:

  • Press “Schedule Conference” (on smartphones it is in the top menu)
  • “Enable Announcements” to be notified when participants join
  • Add a Subject and Notes
  • Set the time you want
  • Press “Create Meeting” (web client) or “Done” (Android and iOS) and add participants
  • Participants receive an invitation — an email with an external phone number and a PIN
  • Internal participants receive an email with the user and PIN, or get a call