3CX Web Client

Introduction

The 3CX Web Client is a browser-based app. It combines all the features you need to easily and efficiently communicate, collaborate and connect with colleagues, partners, and customers. From this one interface, you can manage calls, view the status of colleagues, hold a video conference, and connect via voice, live chat, WhatsApp, Facebook, and SMS/MMS.

Get Started: Logging On

3CX Web Client Login Options

  • Open your “Welcome to 3CX | Your Account Details” email.
  • If your admin has enabled SSO for Google Or Microsoft, sign in with those credentials.
  • If not, click on the "Set your Password" link specified in your email and set your password.
  • Log in using your email or extension number and your newly set password.

Note: Your System Admin can enable 2 Factor Authentication for extensions in the Admin Console from "Admin → Users → Edit User → General".

Install the Web Client as an App (PWA) - Google Chrome

Install the Web Client as an App (PWA)

  • Click on the download icon in your browser’s address bar as shown above.
  • A new dialog will open; click on the Install button.
  • You will be asked if you would like to pin 3CX (PWA) to your taskbar; we suggest clicking on Yes for easier access.
  • The Web Client as a PWA app is now installed.

  • Enable the app to launch at startup; type "chrome://apps" into the address bar, right-click on 3CX and enable the Launch at Startup checkbox.

Install the Web Client as an App (PWA) - Microsoft Edge

  • Login to your web client.
  • Click on the icon highlighted above in your address bar.
  • Click Install.

  • In the App Installed dialog:
  • enable the Pin to taskbar option
  • enable the Auto-start on device login option
  • click the Allow button
  • Installation is complete

Click2Call Browser Extension

The 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge enable you to initiate calls from any website or CRM system. Phone numbers appear “hyperlinked”, for you to simply click on and ‘send’ the number to the 3CX Web Client or Softphone to place the call.

Installing the Browser Extension

3CX App Preferences Screen

  • Once installed the above dialog will appear; choose which 3CX app you prefer the browser extension to use to initiate calls: the Softphone or the Web Client.
  • In the Exception URL list field, you can add specific website URLs that should not have their numbers “hyperlinked”; for example, you can exclude a website with accounting information, to prevent it from creating clickable numbers.

Manage Notifications for Calls and Chats

You can click the Bell icon to receive notifications for incoming chats and calls.

Making & Managing Calls

  • To place a call, click on the dialer icon  in the top right corner of your web client.
  • Enter the phone number or search by name, extension number or email address, then click the handset icon to start the call.

Making and Managing Calls via 3CX

  • Beneath the search bar you will see an option Call using: Browser; click on the arrow and a dropdown will appear with available devices/apps for you to use to place calls.

  • During a call, you can perform a number of actions:
  • Transfer a call - Click on Transfer and enter the name or number of the person you want to transfer the call to
  • Attended Transfer - Click on Att.transfer to announce the call to the receiver before transferring the call; the call will be put on hold
  • Record a call - Click on the Record button at any point during your call to start recording. Click again to end the recording; recordings can be accessed in the Web Client (if you have the necessary permissions).
  • Initiate a new call - Start a new call on a separate line without hanging up the current call. To do this, click New Call and enter the name or number of the callee.
  • Switch to video - Switch your current audio call to a video call by clicking the Video icon in the dialpad.
  • Start a conference call

Conference Calls

If you are on a call with someone, you can easily conference others into the call.

You can add another party directly to the call.

Another option is do this in consultative fashion, where the call is put on hold, and the web client will connect you to the new party; after discussing with the new party, you can choose to add the new party to the conference, or to drop the new party and resume the call.

Manage your Status & Queues and Boss-Secretary state

The Status feature allows you to see which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed. If Boss-Secretary is enabled for your account, you can also set that to Active/Inactive.

  • Click on your avatar in the top right corner and select your status from the dropdown.
  • Your status color changes automatically to yellow when your line is busy.
  • Use the pencil icon to set a custom status message.
  • Time-limit your status by clicking on the Set status temporarily option.
  • Click on "Settings → Call Forwarding"; from here you can customize each status and also:
  • Enable/disable push notifications for each status
  • Rename Lunch and Business Trip statuses
  • Set the number of seconds before an unanswered call is forwarded for your Available and Lunch statuses
  • Set forwarding rules for unanswered calls
  • From the Exceptions option you are able to override forwarding rules based on Caller ID and time of the call
  • Set your office and break hours

Auto switch status based on your working hours

Scheduling Working Hours

You can configure automatic status switching based on your office hours from "Settings → Call Forwarding → Switch Status". Choose whether your extension should use regular office hours or add your own; your extension will then follow these hours and automatically change your status accordingly.

Add Caller ID Exceptions to your working hours

You can add caller ID exceptions to your working hours. This allows you to, for example, always accept a call from someone regardless of your working hours or never accept a call and send the caller straight to voicemail.

  • Go to "Settings → Call Forwarding → Exceptions"
  • Click on the + button to add a new exception.

Caller ID Exceptions

  • Enter the caller ID you want to create an exception for.
  • From the Received During drop-down, choose which hours this exception is valid for.
  • From the Forward To dropdown, select where to forward calls to from your specified caller during your chosen hours; if you enable the Rebound checkbox, any forwarded exception calls that are not picked up by the forwarding destination will be automatically redirected to the extension that originally received it.
  • Click the OK button to save the exception.

Team View - Departments & Groups

Viewing Different Departments and Groups in your Company via 3CX Web Client

  • By default, the Team View shows all the members of the groups you are part of; you can choose a different view from the drop down list.

  • Add colleagues to your Favourites by clicking the star icon next to their name.

  • The contacts toggle in the top left corner allows you to show your personal contacts also; they will be listed after your colleagues.

Chat with Colleagues and Customers

Send and receive instant messages with colleagues, live chat with website visitors, WhatsApp and Facebook, and receive SMS/MMS messages from customers. Access all chat functions from the "Web Client → Chat" option in the left-side menu.

Quick response chat templates can be created and edited by group managers. They allow users to respond with predefined messages, making response times quicker. Templates can be organized into different categories and languages.

Learn more about composing chats and SMS, and the various chat functions available in the business chat manual.

Start a Video Conference

Start a video conference or schedule a conference by clicking on the Meet option in the left-hand menu of your Web Client. Find out more about video conferencing and its features in the Video Conferencing manual. 

Manage Your Contacts

Contacts Tab

Use the Contacts tab to manage (edit, add, delete) and call your contacts. The Contacts view provides a searchable list of all your contacts, or you can use the dropdown on the right to limit the view based on which Phonebook the contact is from - Company, Department, Personal, M365, Google or CRM. You can quickly check which Phonebook a contact belongs to by the identifying badge on the contact icon.

See Also

Last Updated
This document was last updated on 28 January 2026
https://www.3cx.com/user-manual/web-client/ 

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