3CX: How to Chat on the Web Client

The built-in “Chat” function enables you to send and receive messages to colleagues and web visitors if you have configured the 3CX Live Chat & Talk plugin on your website.

1. Log into your Web Client.

2. Click Chat (or the chat icon) on the left side menu.

Note: The blue number indicates the number of unread chats. 

3. The Web Client will now display your chat history.

Note: The blue number indicates the number of unread messages.

4. Click the chat you would like to interact with or press the compose chat icon to start a new chat.

Chat Actions 

Select the Menu icon next to a chat to perform an action.

Note: Some options are only available when using the Integrated Website Chat.

• “Transfer” the discussion to another user.
• “End chat session” with a website visitor.
• “Archive” moves a conversation to your archives folder without deleting it.
• “Delete” the selected chat discussion and confirm to remove.
• “Block anonymous user” - select the time period and reason to block the user’s IP for calls and messages.

Chat Settings

Go to “Settings” > “General” > “Chat Settings” to configure:

• “Notifications” - select to show chat toaster and/or web notifications
• “Play chat notification” - enable and select a personalized notification sound.
• “Block Users” - select users or extensions to block from messaging you.

Chatting from the People Screen

From the People screen, press the chat icon next to a user you wish to instant message.

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