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Prerequisites

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• Download the app for iPhone, iPad, Android smartphones on App Store / Google Play Market (read the guides:   iOS Collaboration Mobile App, Android Collaboration Mobile App)

  
  

• 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 

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1. enable desktop notifications (incoming call/ chat/ voicemail and other popup notifications)

2. enable location sharing

Video tutorial: 

https://www.youtube.com/watch?v=2EYfdK7iejo

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<iframe width="560" height="315" src="https://www.youtube.com/embed/2EYfdK7iejo?rel=0" frameborder="0" gesture="media" allow="encrypted-media" allowfullscreen></iframe>
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</div>

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

2. 3 - More options: access to SMS / Fax / 30284160 /   Group chat dialog window: 

   
   

   

3. 4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: /wiki/spaces/DOC/pages/30280852

4. 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. 30284160: 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 30284160 in Settings for more information.

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

      
      

   8. 30284160: user settings, call features, feature keys settings and more

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

4. Click OK: 

   
   
   

   
   

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

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: 

   
   
   

   
   

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1. Click on your user status in the top menu
2. Click Advanced
3. Click Edit picture
4. Choose the File on your PC (the picture is loaded)
5. Resize the picture (optional)

6. Click Save: 

   
   
   

   
   

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

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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Video tutorial:

https://wildix.wistia.com/medias/8mywo33f04

<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></div>

Colleagues (roster)

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• Go to the Colleagues tab

• Mouse over a colleague who has a ringing call, click on Options button (three dots) and select Pick up

• Or right-click on a colleague and select Pick up 

Video tutorial: 

https://wildix.wistia.com/medias/blwzfnk5b1

<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.

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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

<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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Create a chat room:

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

   
   
   

   
   

2. Edit the conference title (optional)

3. Add participants 

4. Click the Tick icon to create a group chat

   
   
   

   
   

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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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1. Ring only active device enabled: only active device selected in the top menu of Collaboration rings (ringer is muted on other devices)

2. Ring only active device disabled: all active devices ring

Demo video:

https://www.youtube.com/watch?v=KYxlvfWmp5g

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<iframe width="560" height="315" src="https://www.youtube.com/embed/KYxlvfWmp5g?rel=0" frameborder="0" gesture="media" allow="encrypted-media" allowfullscreen></iframe>
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</div>

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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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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: 

   
   
   

   
   

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Video tutorials

Call transfer:

https://wildix.wistia.com/medias/ha0ew70fe3

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/ha0ew70fe3.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_ha0ew70fe3" style="height:315px;width:560px">&nbsp;<> </div></div></div>

Forward to Voicemail:

https://wildix.wistia.com/medias/ec07tbkzn1

<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.

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Video tutorial:

https://wildix.wistia.com/medias/wvj6o9wvjo

<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>

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

Video tutorial:

https://wildix.wistia.com/medias/01plo8c4yu

<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

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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)

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1. Press Answer or Reject directly

Video tutorial: 

https://wildix.wistia.com/medias/syoa2fa4hs

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    <div class="video"><script src="https://fast.wistia.com/embed/medias/syoa2fa4hs.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_syoa2fa4hs" style="height:315px;width:560px">&nbsp;<> </div></div></div>

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

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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.

   
   

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Demo video: 

https://wildix.wistia.com/medias/pvoutpcb23?wtime

<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

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1. Activate class: activated by default for internal call type and Available user status

2. Call reject: if enabled, you do not receive incoming calls

3. Call Forward Busy: enable the option and enter the number into the field or select VOICEMAIL to enable call forwarding when busy on the phone

   Note
   Note: you can start entering a contact name into the field to view all the contacts matching your search; click on one of the phone numbers displayed below the contact.

   
   

   

   
   

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Video tutorials

Call features:

https://wildix.wistia.com/medias/jzr33s5c78

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/jzr33s5c78.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_jzr33s5c78" style="height:315px;width:560px">&nbsp;<> </div></div></div>

Call features based on user status, call type: 

https://wildix.wistia.com/medias/3sgkb51t6i

<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

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To add Function (BLF) keys:

• Select the Function key from the list and click + 

  
  
  

  
  

Change the order of BLF keys:

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Demo video (Call Transfer via BLF keys): 

https://wildix.wistia.com/medias/dvvo4eoyk6

<div class="container">
    <div class="video"><script src="https://fast.wistia.com/embed/medias/dvvo4eoyk6.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_dvvo4eoyk6" style="height:315px;width:560px">&nbsp;<> </div></div></div>

List of function keys:

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• 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)

     
     

1. 1. Select the duration period for this status (if you don't need duration, disable the switch next to the time duration)

   2. Click on the + icon to add a new custom status 

   3. Click Save

   4. Click on your user status: now this custom status is available for quick selection under Away or DND status: 

      
      
      

      
      

Video tutorial:

https://wildix.wistia.com/medias/h03vgatg05

<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

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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:

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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

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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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Download faxes and call recordings

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

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