Page Comparison

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

2. 3 - Add option: access to SMS / Fax / Post-It / Group chat dialog window: 

   
   
   

   
   

3. 4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: Wizyconf Videoconference User Guide

4. 5 - Other tabs of Collaboration:

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

   2. 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.

      
      

   3. Chat: active chat sessions

   4. Phonebook: 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 Personal in Settings for more information

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

      
      

   8. Settings: 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 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. Help: link to the Wildix Collaboration Guide (this Guide)

   12. License: shows the license assigned to a user and provides details on each user profile:   https://www.wildix.com/licensing/

   13. Version: current WMS version

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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.

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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:

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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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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) 

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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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1. Open a chat session with user

2. Click on the Paperclip icon in the lower right section of the chat session window

3. Choose file on your PC 

   
   
   

   
   

Drag&Drop file transfer

During a chat session:

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1. Open a chat session with a user

2. Click on More actions (three dots) button -> Screen

   
   

3. 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

4. The other party must accept incoming screen sharing stream: 

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1. Click X in front of the viewer to disconnect this user

2. Click Stop to disconnect all users 

Video tutorial:

https://fast.wistia.com/embed/medias/6l72liuzpr

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1. Input field: enter your text

2. Send Post-It as SMS: option is available for Post-It to user and requires a GSM media gateway

3. Normal / Important: select the color based on importance:

   1. Green (Post-It to user) / Yellow (personal reminder): normal

   2. Red: important

4. Click the Paper plane icon to post a note 

   
   
   

   
   

From Search field:

1. Enter the colleague name / extension and select Post-It from the drop-down menu

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1. Select Other in the top menu -> Hide Post-It / Show Post-It

Post-It History

1. Select Other in the top menu -> Post-It History 

   
   
   

   
   

It is possible to:

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

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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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Video tutorial:

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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1. During a call make a new call to the recipient of call transfer

2. Wait till the third party answers

3. Press * and select the call using arrow buttons of your keyboard

4. Press Enter to transfer the call 

   
   
   

   
   

Blind transfer

Transfer a call without consulting the recipient:

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Fax

Anchor
fax fax

From the top menu:

1. Click on Add button

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

SMS

Anchor
sms sms

From the top menu:

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Call features

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

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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.

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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:

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 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:

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

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

     
     
     

     
     

  3. 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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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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1. 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):
   
   

   1. 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.

   2. 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.

      
      

   3. 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
      
      

   4. Mac OS X:

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

      2. call generation by right-clicking on a phone number and selecting Services -> Call with Wildix PBX:  

         
         

         
         

   5. Windows:
      1. URI support; call via shortcut (Dialing hot key, configured in Collaboration Settings -> Personal). Note: WIService for Windows requires .NET Framework v.4.0
      2. 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

Go to Collaboration -> Phonebook:

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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): 

   
   
   

   
   

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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:

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Download faxes and call recordings

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

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