Page Comparison

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Quick menu introduction

Top menu:

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

2. 2 - 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:

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

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1. 3 - Add option: access to SMS / Fax / Post-It / Group chat dialog window: 

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2. 4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: Wizyconf Videoconference User Guide

3. 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. Analytics: CDR-View 2.0, monitoring of call activity of employees and getting reports related to the number of calls, costs, call duration, usage of trunks, etc

   8. Webinar (displayed if user has access to Wizywebinar): browser-based webinar solution fro sales. Read the Guide for the requirements and detailed description: Wizywebinar User Guide

   9. 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. Starting from WMS 6.04.20230731.1, it is possible to configure Web CRM via WMS -> Users -> Preferences -> Edit preferences -> Settings section -> Web CRM field Documentation: WMS Start Guide - English

      
      

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

   6 - Other

   1. Note
      Note: Settings is not displayed in the top menu if user has access to Wizywebinar. In this case, Wizywebinar icon is displayed in the top menu and Settings can be accessed via User profile -> Settings: Image Added

      
      

1. 6 - More (expanded):

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

   2. x-caracal: contact center analytics solution. Read the Guide for the detailed description: x-caracal documentation
   3. Map view: geographical map with location of colleagues
   4. Edit Colleagues

   5. Show / hide offline users

   6. Show / hide Post-It

   7. Post-It History

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

   9. Screen sharing manager

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

   11. Outgoing faxes: outgoing faxes queue

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

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

   14. Version: current WMS version

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

User status

User status and status message

You can quickly To change your user status:

1. Click on your user profile
   

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2. Click on your current user statusSelect status in the menu that opens and select a different user status from the list of available ones: 
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To add a status message:

1. Click on your user status profile in the top menu
2. Click + Advanced Set a status
   
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3. Enter the status message into the field

4. Click OK: 

   
   

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To set up Do Not Disturb (DND) / Away status:

1. Click on your user profile in the top menu
2. Click on available Set a status
3. Select DND (Do not disturb) or Away from the list
4. 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)

5. Click OK: 

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Additionally, you can change user status via Change status option:

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User picture

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

To set up / edit user picture:

1. Expand Click on your user status profile in the top menu
2. Click Edit picture Image Removedon the default user picture
   
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   Choose the File on your PC (the picture is loaded)

1. Resize the picture (optional)

2. Click Save: 

   
   

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It is also possible to take a picture using a web camera, instead of loading it from PC:

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It is possible to manually define geolocation:

1. Click on your user status profile in the top menu and select Advancedmenu 
2. Click Set a status
3. On the Change status screen, proceed to the Set location tab
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4. Select Custom to set up your location manually: enter the address into the field or move the red indicator (otherwise select Auto detect to enable the browser to automatically detect your location)Click Save:

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To add/ remove a user from your roster:

1. Select Other in More in the top menu -> Edit Colleagues: 

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2. Select the colleagues (or work teams) that you want to add to your roster: 

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3. Click the Tick icon to save

Other options to add / delete colleagues from roster

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1. Find a colleague by name / number and click on + icon: 

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Delete colleagues via the Colleagues tab:

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

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

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User status icons explanation

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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.

From the top menu

• Select OtherMore from the top menu -> Map View. All colleagues who enabled location sharing are indicated on the map: 

  
  

  
  

  Note
  Note: Maps in Collaboration are available only via .*wildixin.com domain.

  
  

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• Сlick on a colleague’s geolocation in Messaging tab to open a geographical map where the geolocation of that user is indicated: 

  
  

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Instant Messaging

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1. Open a chat session with a user

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

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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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See who is connected and stop screen sharing:

1. Select Other More in the top menu -> Screen sharing manager: 

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2. You can see the viewers who are currently connected:

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1. Click on Add button -> choose + Group chat from the list: 

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2. Edit the conference title (optional)

3. Add participants 

4. Click the Tick icon to create a group chat

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Participants receive conference invitation via chat.

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Any chat participant can add and remove users. Open the group chat management section by clicking on its the participants counter under the title.

1. Add user: start typing a participant's name/ extension number in the field and click the Tick icon to confirm 

2. Remove user: mouse over a participant and click on the x icon in front of the participant’s name  

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Close the group chat:

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

2. Click OK to confirm 

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Post-It & Call me back

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1. Click on Add button in the top menu and select Post-It: 

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2. To: select the Post-It recipient

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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 

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From Search field:

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Show / Hide Post-It

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

Post-It History

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

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It is possible to:

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Select the active device for making and receiving calls in the top menu: Image Removed Image Added

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1. Enter the name (user name or contact) or phone number (extension number or any external phone number) and select Call: [number] from the drop-down menu: 
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It is possible to use speech recognition for search: click on the Microphone icon (make sure the microphone is connected to your PC or your PC has a built-in microphone) and start talking, the system automatically transforms your speech into text.

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• Enter the name/ number/ company name and select a number you'd like to call: 

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From Colleagues:

• Mouse over a colleague and click on the Handset icon 

• Or mouse over a colleague, click on Options button (three dots) and select Call
• Or right-click on a colleague and select Call 

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From Fn keys:

• Mouse over a colleague and click on the Handset icon
• Or mouse over a colleague, click on Options button (three dots) and select Call

• Or right-click on a colleague and select Call 

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From Messaging:

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1. Right-click on an entry and select Call / Call the mobile 
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From Phonebook:

1. Find a contact and click on the number you wish to call 

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• Otherwise right-click on a contact from the right section of the screen and select Call 

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From Voicemail:

• Right-click on an entry and select Call 

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

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Record a call

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

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Open Attendant Console:

1. Click Other More from the top menu and select Open attendant console: 

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Attendant Console is opened in a separate tab.

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4. Click on the Paper plane icon to send a fax: 

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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:

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• Select the Fn key from the list and click + 

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Change the order of BLF keys:

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1. Select Exp module from the list

2. Click +

3. Move those BLF keys that you would like to monitor from the Expansion module to the corresponding section of the table (Exp. module 1)

4. In the same way you can add more expansion modules

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The following additional options in Collaboration -> Fn keys and on WP4X0, WorkForce and WelcomeConsole are available for BLF keys Colleague, Call group, Speed Dial, Park Location:

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Warning

In case you are using Call groups or Pickup groups feature (this feature can be enabled only by the system administrator in WMS; feature is enabled when at least one value is present in "Call groups"/ "Pickup groups" field in WMS -> Users -> Edit preferences -> Settings): BLF "Group pick up" does not work. Instead of the BLF, you can use the BLF "Speed dial" and indicate 88*<call_group_name>: Image Removed Image Added In this scenario, 88 is Pickup Feature Code, while <call_group_name> is the value (call group name, e.g. "sales"), specified in the field "Call group" in the preferences of one or more users in WMS, and the same value ("sales") must be specified in the field "Pickup groups" in WMS, in the preferences of the user who picks up the call of this Call group.

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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 

Prefix

•  Used to configure a certain predefined value that will be added to a dialled phone number or another BLF on WorkForce and WelcomeConsole. Consult How to Configure BLF type Prefix for more information. 
  

  Note
  Note: The support of BLF type Prefix starts from WMS 6.01.20221019.4.

  
  

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• 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)

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  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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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 30282225). 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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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. Enter a number into the search field

2. Select Add contact from the drop down menu

3. Add a new contact 

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Add a new contact after a call:

1. Go to Collaboration -> History

2. Right click on the number and select Add contact

3. Add a new contact 

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Delete a contact:

1. Go to Collaboration -> Phonebook

2. Find the contact using Search

3. Click - in the upper left section to delete the contact and click OK to confirm (otherwise click x to close the window) 

   
   
   

   
   

Otherwise right-click on a contact and select Remove: 

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Edit a contact:

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Analytics

Starting from WMS 6.03.20230630.3, users with UC-Premium license and necessary ACL rules set in WMS, can access Analytics (CDR-View 2.0):

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 For requirements and how to use the feature, see the documentation Cloud Analytics (CDR-View 2.0) in Collaboration.

Logout

To log out :

1. Expand your user status in the top menu
2. Click Logout 

   
   

   
   

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