Page Comparison

<div id="fb-root"></div> <script>(function(d, s, id) { var js, fjs = d.getElementsByTagName(s)[0]; if (d.getElementById(id)) return; js = d.createElement(s); js.id = id; js.src = 'https://connect.facebook.net/en_US/sdk.js#xfbml=1&version=v2.11'; fjs.parentNode.insertBefore(js, fjs); }(document, 'script', 'facebook-jssdk'));</script>

...

<div class="fb-like" data-href="https://confluence.wildix.com/x/UIFpAgvIBtB" data-layout="button_count" data-action="recommend" data-size="large" data-show-faces="true" data-share="true"></div>

...

<div class="lang-box-pdf">
    <div>
        <div class="google-lang">
            <div id="google_translate_element">
            </div>
            <script type="text/javascript">
                    function googleTranslateElementInit() {
                        new google.translate.TranslateElement({pageLanguage: 'en', includedLanguages: 'de,es,fr,it,nl', autoDisplay: false}, 'google_translate_element');
                        }
            </script>
            <script type="text/javascript" src="//translate.google.com/translate_a/element.js?cb=googleTranslateElementInit"></script>
        </div>
         
        <div class="pdf-button">
            <a href="https://confluence.wildix.com/spaces/flyingpdf/pdfpageexport.action?pageId=4046881674285244" alt="Convert to .pdf" title="Convert to .pdf"><img src="https://confluence.wildix.com/download/attachments/14549012/pdf-button-download-wildix-documentation.png"></a>
        </div> </div></div>

...

Prerequisites

Supported OS

• Mac OS X 10.8 and higher

• Microsoft Windows 7 and higher

• Linux (only Chrome browser)

  
  

...

• EXE file for Windows 7, 10: 
  
  • https://files.wildix.com/integrations/win/collaboration/Collaboration-x86.exe
  • https://files.wildix.com/integrations/win/collaboration/Collaboration-x64.exe
• MSI file for Windows 7, 10:
  
  • https://files.wildix.com/integrations/win/collaboration/Collaboration-x86.msi
• For MacOS:
  
  • https://files.wildix.com/integrations/osx/collaboration/Collaboration.dmg 

...

• For calls via Collaboration using G.711 codec 80 Kbps is necessary.

First time login

1. Open the web browser
   

2. Type into URL the PBX name or IP address (example: https://mycompany.wildixin.com)

3. Enter your credentials:

   1. Login (extension or email address) 

      Warning
      Important: login via user name is no longer supported!

      
      

   2. Password (WEB password)

4. Click the Arrow button to log in

...

1. E-Mail: used for email notifications about new Voicemails, missed calls, unread chat messages, call recordings, fax reports etc

2. Mobile: mobile number for Mobility extension which allows you to make and receive calls via Wildix PBX using your mobile phone

3. Language: selected language is used for Collaboration user interface, system sounds (Voicemail, IVR prompts, etc), WP4X0, WorkForce, WelcomeConsole

4. Date/time format: applied to Wildix devices except W-AIR handsets (must be set up on a device). For detailed information, refer to Personal Settings chapter

Quick menu introduction

Top menu:

1. 1 - Search field with speech recognition and call button: search for colleagues and contacts and perform quick actions from drop-down list: call, chat, send a fax/ Post-It etc:

1. 2 -  Device selection: active device to place and answer calls using Collaboration

   
   

1. 3 - More options: access to SMS / Fax / 30282225 Post-It /  Group chat dialog window: 

   
   

1. 4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: Wizyconf Videoconference User Guide/wiki/spaces/DOC/pages/30280852

1. 5 - Other tabs of Collaboration:

   1. Colleagues: list of colleagues with presence status and geolocation  

   2. Function keys: monitoring / management of colleagues / features (same as BLF keys of phone)  

      Note
      Note: this menu becomes visible only if you have configured these keys in Settings -> Function keys.

      
      

   3. Messaging: active chat sessions

   4. 30282225Phonebook: PBX shared and personal phonebooks

   5. History: history of calls (synced with other Wildix devices), faxes, notes

   6. Voicemail: access to Voicemail messages  

   7. Web CRM: allows opening of a web application inside Collaboration. Refer to the section 30282225Personal in Settings for more information.

      Note
      Note: this menu becomes visible only if you have configured it in Settings -> Personal -> Web CRM.

      
      

   8. 30282225Settings: user settings, call features, feature keys settings and more

...

1. 6 - Other (expanded):

   1. CDR-View access (if not restricted by license)

   2. Map view: geographical map with location of colleagues
   3. Edit Colleagues

   4. Show / hide offline users

   5. Show / hide 3028222530282225 Post-It

   6. Post-It History

   7. Manage PBX: access to WMS (restricted to users of “admin” type)

   8. Screen sharing manager

   9. Open Attendant Console (if not restricted by license)

   10. Outgoing faxes: outgoing faxes queue

   11. Logout: exit Collaboration

   12. Help: link to the Wildix Collaboration guide (this guide)

   13. Version: current WMS version

...

1. 7 - User name, extension, location (if available), User status, status message (if available) and a picture.

User status

User status and status message

You can quickly change your user status:

1. Click on your current user status

2. Select a different user status from the list of available ones: 

   
   

...

1. Click on available status
2. Select DND (Do not disturb) or Away from the list
3. Select Until date and time (“until” value is optional while setting Away/ DND status. If it is not defined, user status switches back to Available after one hour)

4. Click OK: 

   
   

...

User picture

Users who have not set up their user picture, are displayed with initials (default avatar).

...

1. Click on the Camera button and take a picture of yourself

2. Resize the picture if needed

3. Click Save

Geolocation

You are prompted to enable location sharing in your browser permissions, upon your first login to Collaboration. Check your browser settings to enable / disable location sharing.

...

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/8mywo33f04.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_8mywo33f04" style="height:315px;width:560px">&nbsp;</div></div></div>

Colleagues (roster)

Select Colleagues in the top menu. 

...

Mouse over a colleague shows additional buttons with available actions (Call / Chat / Post-It / Call me back etc): 

Edit colleagues list

To add/ remove a user from your roster:

...

1. Mouse over a colleague, click on Options button (three dots) and select Remove 

2. Or right-click on a colleague and select Remove: 

   
   

User status icons explanation

User status is synced over all Wildix devices registered to your account:

1. - available (user is connected to Collaboration)

2. - offline (user is not connected to Collaboration and has no active devices)

3. - reachable by phone (user is not connected to Collaboration but has an active device)

4. - talking (device status)

5. - ringing (device status)

6. - away (user-defined status, if grey = offline)

7. - DND (user-defined status, if grey = offline)

Colleagues status information

To view additional information (extension, who is calling, status information, location):

...

Same information can be consulted from Messaging / Feature keys tabs.

Set user status of colleagues

...

• Mouse over a colleague, click on Options button (three dots) and select Set presence
• Or right-click on a colleague and select Set presence

• Proceed in the same way as you do for changing the personal user status: 

  
  

Call intrusion (barging)

...

1. 1. Listen stands for silent intrusion

   2. Barge - conference intrusion

   3. Whisper - partial intrusion

Call pickup / see who is calling

See who is calling: 

1. Go to the Colleagues tab and focus the mouse cursor on the user who has a ringing call / is talking on the phone (same option is available in Feature keys / Messaging tab) 

...

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/blwzfnk5b1.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_blwzfnk5b1" style="height:315px;width:560px">&nbsp;</div></div></div>

Map view of colleagues

It is possible to view all the colleagues who are connected to Wildix Collaboration and who have enabled location sharing in their browsers, on the geographical map.

...

Instant Messaging

Start a chat session

From Search field:

Enter the colleague name/ extension and select Chat from the drop-down menu.

...

• Mouse over a user, click on Options button (three dots) and select Remove
• Or right-click on a user and select Remove: 

File transfer

Transfer of files up to 100Mb:

...

• To copy an image, right-click on it and select Copy or press command+C (macOS)/ Ctrl+C (Windows)
• To paste an image, right-click in chat input field and select Paste or press command+V (macOS)/ Ctrl+V (Windows)

Screen Sharing and remote control

OS requirements (for presenter)

...

1. Select Other -> Screen in a call dialog (See Chapter: Call Management)

Select the application to share:

...

<script src="https://fast.wistia.com/embed/medias/6l72liuzpr.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><span class="wistia_embed wistia_async_6l72liuzpr popover=true popoverAnimateThumbnail=true" style="display:inline-block;height:315px;position:relative;width:560px"> </span>

Multiuser group chat

Requirements:

• Min. supported WMS v.  4.03.44655.46
• Check open ports: Group chat ports

...

1. Click on Logout icon in the group chat management section

2. Click OK to confirm 

Post-It & Call me back

Post-It

It is possible to send virtual sticky notes to users or post them on your screen as a personal reminder.

...

1. show / hide any Post-It previously received from users or sent as personal reminders

2. clear Post-It history

Call me back

From Search field:

1. Enter the colleague name / extension and select Call me back from the drop-down menu

...

• Click x to close the note

Call

Active device for calls

You can make and receive calls directly from Collaboration or control other devices registered to your account, including hardware phones (WP, W-AIR), W-AIR Headsets, smartphone apps (iOS / Android) and mobility extension (mobile phone). The first available device is displayed to a user upon the first login.

...

...

1. you receive an incoming call to all your devices (answer the call from your preferred device)

2. after you answer, an outgoing call is placed to the number you dialed

Make a call / Search for contact

Before making a call, make sure the correct active device is selected in the top menu.

...

• Right-click on an entry and select Call 

Answer a call

In case you have several devices registered to your account, you can decide whether all your devices must ring, or only the active one. See chapter: Active device for calls.

A call dialog window is displayed when there is an incoming call: 

...

You can set up automatic call forwarding based on user status (available, DND, away) and call type (internal, external, whitelist, blacklist). See chapter: Features.

Call management

You can manage a call directly from call dialog window: 

...

1. 7 - Add tags (See chapter: Setting tags)

2. 8 - Add notes, not available for calls between colleagues (See chapter: Contact notes)

3. 9 - Call quality (shown only in case of a single call)

4. 10 - Hide/ display a call dialog window: 

   
   

1. 11 - Mute/ unmute your microphone. Mute icon is crossed out by default (flashing when muted)

Hold/ second call

Click on the Hold icon during a call to put a call on hold/ to resume a call. The second party hears music on hold (set up on the WMS side).

You can make/ receive more than one call at a time if "Call waiting" is enabled in Collaboration Settings -> Featuresfor the current call type and user status.

...

It is possible to swap between an active call and a call on hold by pressing the Hold icon (Hold icon is blinking in for the call which is currently on hold): 

Switch active device during a call

In case you have more then one device registered to your account, you can switch them during a call using Continuity option in a call dialog window:

...

• To switch the device back to Web, dial Continuity Feature Code *5 (refer to Feature Codes Instruction for more information)

Call transfer

To transfer a call to another user:

...

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/ec07tbkzn1.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_ec07tbkzn1" style="height:315px;width:560px">&nbsp;</div></div></div>

Another video tutorial: Call transfer via BLF keys.

Conference call

It is possible to add users to call conference via Wildix Collaboration.

...

Video tutorial:

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/wvj6o9wvjo.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_wvj6o9wvjo" style="height:315px;width:560px"> </div></div></div>

Video call

Video in Collaboration is fully supported on Chrome browser (WebRTC video).

...

For more information about Intercoms integration, check documentation in the section Doorphone integrations

For the details of how to configure intercoms for sending video stream and adding an unlock button, check the online documentation: Intercoms integration with Wildix - Video before answer and Unlock button.

...

1. Video icon is available in the Messaging menu (upper right corner). By clicking Video, audio call is started automatically with video: 

   
   

Record a call

During a call click Call recording icon to start / stop call recording.

...

Call recordings are sent to a user via email and can be accessed later on via CDR-View and Collaboration -> History.

Video tutorial:

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/01plo8c4yu.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_01plo8c4yu" style="height:315px;width:560px">&nbsp;</div></div></div>

Attendant Console

Attendant Console is an extension for call agents allowing them to monitor and manage of up to 20 lines simultaneously using a mouse or a keyboard.

...

• Press Alt+Shift+R to start/ stop call recording during a call

Fax / SMS

Prerequisites: Fax Server settings must be configured on the WMS side; for SMS sending, GSM gateway is required.

Fax

From the top menu:

1. Click on More options button

...

1. 1. Fax number: enter the fax recipient name / number (it is possible to enter multiple numbers separated by comma)

   2. Fax file: choose file on your PC

   3. Faxcover: check the box to include the fax cover and edit fax cover settings (See chapter: Fax Server)

   4. Postpone delivery: tick the box and select the date to schedule fax sending (optional)

...

From Search field:

1. Enter the contact name / number / company name and select Fax:[number] from the drop-down menu

...

1. Right-click on an entry and select Send fax.

SMS

Anchor
sms sms

From the top menu:

1. Click on More options button 

...

1. Click Send SMS icon in the lower right part of the screen of the chat session with user

Settings

Go to Collaboration -> Settings.  

To apply changes, click Save on each page of Collaboration Settings.

Personal

1. Password: edit your password for access to Collaboration

1. Two-factor authentication: you can enable 2 factor authentication (2FA), which adds an extra layer of security to your account. In case you enable it, you will have to provide two pieces of information each time you login: your login and password + the code generated by an external application of your choice (Google Authenticator, Windows Authenticator, Free OTP or other). Read more in chapter Two-factor authentication (2FA)

1. Web push: enable/ disable web push notifications (only for Chrome browser). This option is enabled by default for new users:

...

1. Picture: edit picture (See chapter: User picture)

1. Date format: select date and time format to be used in Collaboration (Messaging, History pages, CDR-View etc) and on Wildix devices except W-AIR handsets (must be set up on device) 

   
   

   Note
   Note: Wildix devices support 2 date formats: "www dd mmm" and "www dd mmm". Depending on the selected format in Collaboration (European: "dd/mm/yyyy", "dd mmm yyyy", "dd-mm-yyyy", "dd.mm.yyyy" or US: “mmm dd yyyy”/  “mm/dd/yyyy”/ “mm-dd-yyyy”), the date can be displayed as, for example, "Tue 6 Nov" or "Tue Nov 6".

   
   

1. Ring only active device: check the box to make only the active device ring (ringer is muted on other devices; see chapter: Active device for calls)

1. Popup URL / APP: enable the system to open an application / a web page upon receiving / placing a call; click on the question mark to view the prompt (more info: How to set up Popup URL/ App)

2. Dialing hot key: set up shortcut for click2call from applications / web pages (F11 by default). Note for macOS: dialing hot key is available starting from WIService v. 2.11.4. Make sure "Wildix" is added to Accessibility permissions in macOS Security & Privacy settings. 

...

1. Open attendant console: shortcut to open Attendant Console

1. Web CRM: integration with Web applications allows opening of a web application inside Collaboration (integration information for web developers: https://github.com/Wildix/WebCRM). The embedded CRM can receive events (new call) and request actions (generate call).

   Note
   Note: The WebCRM must support being opened from an iframe.

   
   

Two-factor authentication (2FA)

...

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/pvoutpcb23.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_pvoutpcb23" style="height:315px;width:560px">&nbsp;</div></div></div>

Call features

Call features can be set up based on user status and on call class.

...

1. Call Forward No Answer: enable the option and enter the number into the field or select VOICEMAIL to enable call forwarding in case of no answer

2. Call Forward All: enable the option and enter the number into the field or select VOICEMAIL to enable the forwarding of all the incoming calls

3. Call waiting: if enabled, you receive more than one call at a time

4. Call timeout: if enabled, the incoming call is terminated in case there is no answer within a specified timeout

5. Enable mobility with timeout: if enabled, you receive incoming calls also to your Mobility extension number (mobile number) after the specified timeout; mobile number must be configured in Collaboration Settings -> 30282225 Personal

6. Mobility confirmation: if enabled, the user is notified on who the caller is when he receives the call on mobility extension number

7. Missed calls notification via email / via SMS: enable to receive missed calls notifications

8. Custom ring: select the ringtone for WP4X0, WorkForce, WelcomeConsole and Collaboration

...

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/3sgkb51t6i.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_3sgkb51t6i" style="height:315px;width:560px">&nbsp;</div></div></div>

Function keys

Anchor
function-keys function-keys

Function keys configured in this tab allow you to monitor colleagues and features from WP4X0, WorkForce, WelcomeConsole, Vision, SuperVision, iOS/Android apps and Collaboration -> Function Keys tab.

...

• Press to access shared voicemail of another user. Supported on WP480G/WP490G 2017, WorkForce, WelcomeConsole. Consult Shared voicemail feature for detailed information 

Fax Server

Fax cover settings:

1. Company logo: choose the file on your PC

2. Company: company name

3. Fax machine id: ID of the local fax machine (default value: Fax Server)

4. Fax header: fax header to identify the fax source (default value: Wildix PBX)

Chat/ Presence

• Notify unread messages via email: enable / disable email notifications about new chat messages (disabled by default)

• Show notifications in DND status: enable / disable chat / call popup notifications in DND status

• Auto away status: if enabled, your status automatically switches to “away” after minutes of inactivity on local PC, specified in the field next to the checkbox

• Custom statutes: you can add custom DND / Away user statuses with predefined duration period and status message; custom statuses added in this menu appear then for selection in the menu of user status setting. To add a custom DND / Away status, proceed as follows:

  1. Click on “away”: you can select to add a custom duration period for “away” or for “DND”

  2. Add a status message that will be visible for other users (optional)

     
     

...

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/h03vgatg05.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_h03vgatg05" style="height:315px;width:560px">&nbsp;</div></div></div>

Contact center

Users can dynamically log into Call groups from Collaboration Settings -> Contact center.

For more information, refer to Call distribution in Call groups instruction, Contact center chapter.

Web Phone

...

1. Speakers: select audio device for speakers (not supported in Firefox)

2. Ringing: select audio device for ringtone playback (not supported in Firefox)

3. Microphone: select audio device for microphone

4. Video: select video camera for video calls

5. DSCP QoS (off by default): enable/ disable DSCP QoS parameter which depends on the value selected in WMS Settings -> PBX -> SIP-RTP 

6. Auto adjust mic: check the box for auto adjustment of microphone level

7. Autostart: uncheck the box if you wish to disable Web phone from the list of active devices (in case you have other devices registered to your account)

8. Echo test: click the button to perform an echo test

9. Enable direct-rtp (experimental): enable/ disable the feature to allow RTP streams to be passed directly between devices. Additional information can be found in How to set DSCP QoS for Wildix devices and Web Phone (the feature is removed starting from WMS version 4.02.44497.40)

Extensions

Extensions and plugins that can be downloaded and installed on PC:

...

1. Integration service (WiService): this component is required by CDR-View, Popup App and adds support for additional features (separate documentation about WIService):

   1. Mac OS X: call generation by clicking on a web page link containing a phone number (support of “sip:”, “wildix:” URI)

   2. Mac OS X: call generation by right-clicking on a phone number and selecting Call with Wildix PBX:  

      
      

   3. Windows: URI support; call via shortcut (Dialing hot key, configured in Collaboration Settings -> Personal) Note: WiService for Windows requires .NET Framework v.4.0 

...

1. Screen sharing component: install the component to share your desktop and provide remote access to your desktop

See chapter: Screen Sharing and remote control

1. Headset integration: adds support for remote call answer / hangup and volume control from headset via USB connector on Mac OS X / Windows

Also adds support for Kuando Busylight (https://www.wildix.com/portfolios/kuando-busylight/)

• Outlook Integration (Windows only): adds support for Calendar Sync, Presence, click2call, IM, call popup from Outlook

Read the guide: Outlook integration for Microsoft Windows

Phonebook

Import of PBX shared phonebooks is set up on WMS side.

...

Once a new contact is added to a PBX shared phonebook via Collaboration, it becomes visible by other PBX users.

Create/ edit a contact

Go to Collaboration -> Phonebook:

...

1. Type of contact (internal / external / whitelist / blacklist): in case contact type is defined, the rules of call features selected in Collaboration Settings -> Features is applied for calls from this contact (it is also possible to define rules for call routing based on call type in WMS -> Dialplan)

2. Custom ring: it is possible to select a custom ringtone for the contact

3. Notes: notes entered here are visible and can be edited by other PBX users

   
   

   Warning
   Important: these notes can be consulted only from Phonebook; for contact notes that can be displayed and added to contact during a call, see chapter: Contact notes.

   
   3. Click on the Tick icon (Save): 

   
   

...

1. Go to Collaboration -> Phonebook

2. Find the contact using Search

3. Click the Pencil icon (Edit) to edit the contact

4. Edit the fields

5. Click the Tick icon (Save) to save the changes: 

   
   

Personal phonebook 

...

1. Select a phonebook

2. Click on the Pencil icon

3. Enter the new name

4. Click on the Tick icon to confirm

Contact notes

There are two types of notes that can be added to contacts:

1. Notes that can be added and consulted in Phonebook contact information and can be imported during import of phonebooks (see chapter: Create/ edit a contact)

2. Contact notes that can be added and consulted during a call (read further)

...

1. Click on the date

2. Select a certain date

3. Click Apply: 

Calls / faxes history 

Anchor
history history

Pre-requisites to store and access CDR (Call detail record):

...

Download faxes and call recordings

Faxes / fax reports can be downloaded by clicking on PDF icon: 

...

At the moment it is not possible to filter calls containing call recording. In case a call contains a call recording file, the audio file icon is displayed for this entry in Collaboration -> History.

Setting tags

Tags are implemented for filtering of calls by tag in CDR-View.

...

1. Click Tags icon

2. Tick off the tags that you wish to set for this call: 

   
   

Voicemails

...

<div class="fb-like" data-href="https://confluence.wildix.com/x/UIFpAgvIBtB" data-layout="button_count" data-action="recommend" data-size="large" data-show-faces="true" data-share="true"></div>

...