--- title: How to Use the 3CX Web Client for Business Communication description: "# 3CX Web Client The 3CX Web Client is a browser-based application that brings together everything you need to communicate, collaborate, and stay connected with colleagues, partners, and customers. From this single interface you can manage calls, see your colleagues'…" url: "https://solusipbx.id/en/pusat-bantuan/how-to-use-the-3cx-web-client-for-business-communication/" updated: "2026-10-14" category: "3CX Softphone: Webclient and Apps" --- # How to Use the 3CX Web Client for Business Communication # 3CX Web Client The 3CX Web Client is a browser-based application that brings together everything you need to communicate, collaborate, and stay connected with colleagues, partners, and customers. From this single interface you can manage calls, see your colleagues' presence status, hold video conferences, and communicate via voice, live chat, WhatsApp, Facebook, and SMS/MMS. ## Logging in to the Web Client 1. Open the "Your 3CX account details" email you received. 2. If your admin has enabled SSO for Google or Microsoft, sign in with those credentials. 3. Otherwise, click the **Set your password** link in the email, then create your password. 4. Log in with your email or extension number and the password you just created. 5. If your System Admin has enabled Two-Factor Authentication (2FA), you will be asked to register a 2FA app the first time you log in. **Note:** The System Admin can enable 2FA for an extension in the Admin Console under Admin → Users → Edit User → General. ## Installing the Web Client as an App (PWA) in Google Chrome 1. Click the download icon in the browser's address bar. 2. In the dialog that appears, click **Install**. 3. You will be asked whether you want to pin 3CX (PWA) to the taskbar. We recommend choosing **Yes** for easier access. The Web Client is now installed as a PWA app. 4. To have the app run automatically at startup, type `chrome://apps` in the address bar, right-click 3CX (PWA), then check **Launch at startup**. ## Installing the Web Client as an App (PWA) in Microsoft Edge 1. Log in to your Web Client. 2. Click the highlighted install icon in the address bar. 3. Click **Install**. 4. In the App Installed dialog: - enable **Pin to taskbar** - enable **Auto-start on device login** - click **Allow** 5. Installation is complete. ## Click2Call Browser Extension The Click2Call extension for Google Chrome and Microsoft Edge lets you start calls from any website or CRM system. Phone numbers appear as clickable links, which are then sent to the 3CX Web Client or Softphone to place the call. ### How to Install the Extension 1. Install the extension for Google Chrome or Microsoft Edge. 2. Follow the installation steps. 3. Once installed, a dialog will appear. Choose which 3CX app you want to use to start calls: Softphone or Web Client. 4. In the **Exception URL list** field, you can add the URLs of sites whose numbers you do not want turned into links, for example a website containing accounting information, so that no clickable numbers appear there. ## Managing Call and Chat Notifications Click the **Bell** icon to receive notifications for chats and incoming calls. ## Making and Managing Calls To make a call, click the dialer icon in the top right corner of the Web Client. You can detach the dialer and move it independently from the main window by clicking the float icon. The side panel icon shows the BLF menu for speed dial and other shortcut actions. Enter a phone number, or search by name, extension number, or email address, then click the handset icon to start the call. If the destination supports video calls, the camera icon will also be active. Above the number keys you will find the **Calling device** setting, the **Audio/Video** settings, and the **Ringer Off/On** button. **Calling device** is the list of devices or apps that can be used to make calls. If your administrator has enabled multiple Outbound DIDs for you, an additional dropdown will be available for choosing the number used for outgoing calls. ### Actions During a Call - **Transfer a call:** click **Transfer**, then enter the name or number you want to transfer the call to. - **Attended Transfer:** click **Att.transfer** to notify the recipient before the call is transferred. The call will be put on hold. - **Record a call:** click the **Record** button at any time to start recording, and click it again to stop. Recordings can be accessed in the Web Client (if you have the required permissions). - **Initiate a new call:** start a new call on a separate line without ending the call in progress. Click **New Call**, then enter the name or number. - **Switch to video:** turn a voice call into a video call by clicking the **Video** icon on the dialpad. - **Start a conference call:** start a conference call (see the next section). ## Conference Calls While you are on a call with someone, you can add other participants directly to the call. Alternatively, you can do it consultatively: the call is put on hold, and the Web Client connects you with the new party. After you have talked, you can add that party to the conference, or disconnect them and resume the original call. You can also start a conference call directly using the **Conference** shortcut. ## Managing Status, Queues, and Boss-Secretary Status The Status feature lets you see which colleagues are available to take calls. Set your status so others know when you are away or do not want to be disturbed. If the Boss-Secretary feature is enabled for your account, you can also set its status to Active/Inactive. - Click your avatar in the top right corner, then choose a status from the dropdown. - The status color automatically changes to yellow when your line is busy. - Use the pencil icon to set a custom status message. - Limit how long a status lasts with the **Set status temporarily** option. ### Call Forwarding Settings Go to **Settings → Call Forwarding** to customize each status. Here you can also: - Enable or disable push notifications for each status. - Rename the Lunch and Business Trip statuses. - Set the number of seconds before an unanswered call is forwarded, for the Available and Lunch statuses. - Set forwarding rules for unanswered calls. - Use the **Exceptions** option to change forwarding rules based on Caller ID and call time. - Set office hours and break hours. ## Automatic Status Switching Based on Working Hours You can set your status to switch automatically according to office hours via **Settings → Call Forwarding → Schedule**. Choose whether your extension uses the regular office hours or your own custom working hours. The extension will follow those hours and change status automatically. ### Adding Caller ID Exceptions to Working Hours Caller ID exceptions let you, for example, always receive calls from a certain person regardless of working hours, or never receive them and send the caller straight to voicemail. 1. Go to **Settings → Call Forwarding → Exceptions**. 2. Click the **+** button to add a new exception. 3. Enter the Caller ID you want to create an exception for. 4. In the **Received During** dropdown, choose the hours the exception applies. 5. In the **Forward To** dropdown, choose where calls from that caller are forwarded during the selected hours. If you check the **Rebound** box, exception calls that are not answered by the forwarding destination will be sent back to the extension that originally received them. 6. Click **OK** to save. ## Team View: Departments and Groups By default, Team View shows all members of the groups you belong to. You can choose a different view from the dropdown list. - Add a colleague to **Favourites** by clicking the star icon next to their name. - The **Contacts** button shows your personal contacts, which are listed after your colleagues. - You can set how team members and contacts are displayed: Default, Comfortable, or Compact. ## Chatting with Colleagues and Customers Send and receive instant messages with colleagues, live chat with website visitors, WhatsApp and Facebook messages, and receive SMS/MMS messages from customers. All chat functions can be accessed through the **Web Client → Chat** menu on the left side. Quick reply templates can be created and edited by group managers. These templates let users respond with predefined messages for faster response times. Templates can be grouped into various categories and languages. More information about writing chats and SMS, as well as the various chat functions, is available in the business chat manual. ## Starting a Video Conference Start or schedule a video conference by clicking the **Meet** option in the left menu of the Web Client. Full details of the video conferencing features are available in the Video Conferencing manual. ## Managing Contacts Use the **Contacts** tab to manage (edit, add, delete) and call your contacts. The Contacts view contains a searchable list of all your contacts. You can also filter the view by the contact's source Phonebook using the dropdown on the right: Company, Department, Personal, M365, Google, or CRM. A contact's source Phonebook can be identified by the badge on the contact icon. *refrens:[https://www.3cx.com/user-manual/web-client/](https://www.3cx.com/user-manual/web-client/)*