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2 - Device selection: active device to place and answer calls using Collaboration
3 - Add option: access to SMS / Fax / Post-It / Group chat dialog window:
4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: Wizyconf Videoconference User Guide
5 - Other tabs of Collaboration:
Colleagues: list of colleagues with presence status and geolocation
Fn 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.
Chat: active chat sessions
Phonebook: PBX shared and personal phonebooks
History: history of calls (synced with other Wildix devices), faxes, notes
Voicemail: access to Voicemail messages
Web CRM: allows opening of a web application inside Collaboration. Refer to the section Personal in Settings for more information
Note Note: this menu becomes visible only if you have configured it in Settings -> Personal -> Web CRM.
Settings: user settings, call features, feature keys settings and more
6 - Other (expanded):
CDR-View access (if not restricted by license)
- Map view: geographical map with location of colleagues
- Edit Colleagues
Show / hide offline users
Show / hide Post-It
Post-It History
Manage PBX: access to WMS (restricted to users of “admin” type)
Screen sharing manager
Open Attendant Console (if not restricted by license)
Outgoing faxes: outgoing faxes queue
Help: link to the Wildix Collaboration Guide (this Guide)
- License: shows the license assigned to a user and provides details on each user profile: https://www.wildix.com/licensing/
Version: current WMS version
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It is possible to set up the system to manage incoming calls based on your current user status (available, DND, away) and on call type (internal, external, whitelist, blacklist). See chapter: Call features. |
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It is possible to add Custom statutes with predefined status message and duration period (read chapter Chat/ Presence). After you add them, they will be available for quick selection in the drop-down list in the menu of user status setting: |
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Click on the Camera button and take a picture of yourself
Resize the picture if needed
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.
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Mouse over a colleague, click on Options button (three dots) and select Remove
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:
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- 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)
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Note: only users with certain permissions can do intrusion; to enable the option, the PBX admin must add ACL ability "Can" - "Intrusion". |
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Listen stands for silent intrusion
Barge - conference intrusion
Whisper - partial intrusion
Call pickup / see who is calling
See who is calling:
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)
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Easy html macro |
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<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"> </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.
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Open a chat session with user
Click on the Paperclip icon in the lower right section of the chat session window
Choose file on your PC
Drag&Drop file transfer
During a chat session:
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Open a chat session with a user
Click on More actions (three dots) button -> Screen
Screen sharing launches (screen sharing icon is displayed on the menu bar of your PC) and a red border around the screen indicates its start
The other party must accept incoming screen sharing stream:
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Click X in front of the viewer to disconnect this user
Click Stop to disconnect all users
Video tutorial:
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https://fast.wistia.com/embed/medias/6l72liuzpr |
Easy html macro |
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<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> |
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Input field: enter your text
Send Post-It as SMS: option is available for Post-It to user and requires a GSM media gateway
Normal / Important: select the color based on importance:
Green (Post-It to user) / Yellow (personal reminder): normal
Red: important
Click the Paper plane icon to post a note
From Search field:
Enter the colleague name / extension and select Post-It from the drop-down menu
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Select Other in the top menu -> Hide Post-It / Show Post-It
Post-It History
Select Other in the top menu -> Post-It History
It is possible to:
show / hide any Post-It previously received from users or sent as personal reminders
clear Post-It history
Call me back
From Search field:
Enter the colleague name / extension and select Call me back from the drop-down menu
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- 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.
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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:
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Note: if you were looking for chat conference in Collaboration, read more: Multiuser group chat. |
Video tutorial:
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https://wildix.wistia.com/medias/wvj6o9wvjo |
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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.
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During a call make a new call to the recipient of call transfer
Wait till the third party answers
Press * and select the call using arrow buttons of your keyboard
Press Enter to transfer the call
Blind transfer
Transfer a call without consulting the recipient:
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Prerequisites: Fax Server settings must be configured on the WMS side; for SMS sending, GSM gateway is required. |
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Fax Anchor fax fax
fax | |
fax |
From the top menu:
1. Click on Add button
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Right-click on an entry and select Send fax
SMS Anchorsms sms
sms | |
sms |
From the top menu:
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Easy html macro |
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<div class="container"> <div class="video"><script src="https://fast.wistia.com/embed/medias/6l7wn2a8cc.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_6l7wn2a8cc" style="height:315px;width:560px"> </div></div></div> |
Call features
Call features can be set up based on user status and on call class.
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Easy html macro |
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<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"> </div></div></div> |
Function keys Anchorfunction-keys function-keys
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.
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- Press to access shared voicemail of another user or subscribe for a Call Group notifications manager to view missed calls and voicemails. Consult Shared voicemail feature and How to set up the Call Group notifications manager feature for detailed information
Fax Server
Fax cover settings:
Company logo: choose the file on your PC
Company: company name
Fax machine id: ID of the local fax machine (default value: Fax Server)
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 Available / Away / DND 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 Available / Away / DND status, proceed as follows:
Click on “available”: you can select to add a custom duration period for “available”, “away” or for “DND”
Add a status message that will be visible for other users (optional)
Select the duration period for this status (if you don't need duration, disable the switch next to the time duration)
Note Note: When the duration of the custom Away or DND status ends, the user is automatically switched to Available. In case of custom Available status, when its duration ends, the user remains Available.
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Easy html macro |
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<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"> </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
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Supported only in Chrome and Firefox browsers. |
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Integration service (WIService): this component is required by CDR-View, Popup App, includes headset integration, screen sharing, as well as adds support for additional features (separate documentation about WIService):
Headset integration (merged into WIService starting from v 3.2.2 on Windows and from v 3.2.17 on macOS): adds support for remote call answer/ hangup and volume control from headset via USB connector on Mac OS X / Windows.
Fax Printer (merged into WIService starting from v. 3.7.1): this component allows sending faxes from Windows / Mac OS X applications
Read the guide: Fax Printer for Microsoft Windows / Mac OS X
Also adds support for Kuando Busylight (https://www.wildix.com/portfolios/kuando-busylight/)Warning Important:
- Headset integration is not compatible with SfB (skype for business).
- If you are using a Wildix compatible third-party headset (Jabra, Plantronics, Sennheiser), uninstall the software provided by the third-party vendor and use Wildix Integration service.
- Screen sharing component (merged into WIService starting from v 3.4.1 on Windows and macOS): lets you share your screen and provide remote access to your desktop.
See chapter: Screen Sharing and remote control Mac OS X:
call generation by clicking on a web page link containing a phone number (support of “sip:”, “wildix:” URI)
call generation by right-clicking on a phone number and selecting Services -> Call with Wildix PBX:
- Windows:
- URI support; call via shortcut (Dialing hot key, configured in Collaboration Settings -> Personal). Note: WIService for Windows requires .NET Framework v.4.0
- Outlook Integration (merged into WIService starting from WIService v. 3.5.1): adds support for Calendar Sync, Presence, click2call, IM, call popup from Outlook
Check this guide for more info:Outlook integration for Microsoft Windows
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Once a new contact is added to a PBX shared phonebook via Collaboration, it becomes visible by other PBX users.
Create/ edit a contact
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Note: only users with certain permissions can modify public phonebooks; to enable the option, the PBX admin must add ACL ability "Can" - "Modify public phonebook". |
Go to Collaboration -> Phonebook:
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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)
Custom ring: it is possible to select a custom ringtone for the contact
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):
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Select a phonebook
Click on the Pencil icon
Enter the new name
Click on the Tick icon to confirm
Contact notes
There are two types of notes that can be added to contacts:
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Note: deleted events cannot be recovered. |
Download faxes and call recordings
Faxes / fax reports can be downloaded by clicking on PDF icon:
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