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This guide explains how to access and to use Wildix Collaboration 4.0X and describes the basic operations: call, chat, video call, conference, fax, SMS. WMS Version: 4.0X Created: April 2019 Updated: February 2020 Permalink: https://wildix.atlassian.net/wiki/x/uwLOAQ For Collaboration user guide WMS version 5, please refer to the following document: Collaboration User Guide |
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Important: WMS 4 reaches end of life on December 31, 2022. Make sure to upgrade PBXs to WMS 5: use rel50 repository. |
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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:
- MSI file for Windows 7, 10:
- For MacOS:
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2 - Device selection: active device to place and answer calls using Collaboration
3 - More options: access to SMS / Fax / 30284160 / Group chat dialog window:
4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: /wiki/spaces/DOC/pages/30280852
5 - Other tabs of Collaboration:
Colleagues: list of colleagues with presence status and geolocation
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.
Messaging: active chat sessions
30284160: 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 30284160 in Settings for more information.
Note Note: this menu becomes visible only if you have configured it in Settings -> Personal -> Web CRM.
30284160: user settings, call features, feature keys settings and more
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- Click on your user status in the top menu
- Click Advanced
- Enter the status message into the field
Click OK:
To set up Do Not Disturb (DND) / Away status:
- Click on available status
- Select DND (Do not disturb) or Away from the list
- 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)
Click OK:
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It is possible to disable/ enable call/ chat/ voicemail popup notifications when in DND: Collaboration Settings -> Chat/ Presence -> Show notifications in DND status. |
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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 your user status in the top menu
- Click Advanced
- Click Edit picture
- Choose the File on your PC (the picture is loaded)
- Resize the picture (optional)
Click Save:
It is also possible to take a picture using a web camera, instead of loading it from PC:
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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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 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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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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7 - Add tags (See chapter: Setting tags)
8 - Add notes, not available for calls between colleagues (See chapter: Contact notes)
9 - Call quality (shown only in case of a single call)
10 - Hide/ display a call dialog window:
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https://wildix.wistia.com/medias/ec07tbkzn1 |
Easy html macro |
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<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"> </div></div></div> |
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Note |
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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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Fax number: enter the fax recipient name / number (it is possible to enter multiple numbers separated by comma)
Fax file: choose file on your PC
Faxcover: check the box to include the fax cover and edit fax cover settings (See chapter: Fax Server)
Postpone delivery: tick the box and select the date to schedule fax sending (optional)
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Press Answer or Reject directly
Video tutorial:
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https://wildix.wistia.com/medias/syoa2fa4hs |
easy-html-macro |
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<div class="container"> <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"> <> </div></div></div> |
E-mail: used for email notifications about new Voicemails, missed calls, unread chat messages, call recordings, fax reports etc
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Open attendant console: shortcut to open Attendant Console
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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Note |
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Note: in case you use your device (your smartphone), refer to your PBX admin to disable 2FA and create a new password for access to Collaboration. |
Demo video:
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https://wildix.wistia.com/medias/pvoutpcb23?wtime |
Easy html macro |
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<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"> <> </div></div></div> |
Call features
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Activate class: activated by default for internal call type and Available user status
Call reject: if enabled, you do not receive incoming calls
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:
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https://wildix.wistia.com/medias/jzr33s5c78 |
easy-html-macro |
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<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"> <> </div></div></div> |
Call features based on user status, call type:
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https://wildix.wistia.com/medias/3sgkb51t6i |
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 |
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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): Anchor blftransfervideo blftransfervideo
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https://wildix.wistia.com/medias/dvvo4eoyk6 |
easy-html-macro |
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<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"> <> </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:
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 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:
Click on “away”: you can select to add a custom duration period for “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)
Click on the + icon to add a new custom status
Click Save
Click on your user status: now this custom status is available for quick selection under Away or DND status:
Video tutorial:
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https://wildix.wistia.com/medias/h03vgatg05 |
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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Speakers: select audio device for speakers (not supported in Firefox)
Ringing: select audio device for ringtone playback (not supported in Firefox)
Microphone: select audio device for microphone
- Video: select video camera for video calls
DSCP QoS (off by default): enable/ disable DSCP QoS parameter which depends on the value selected in WMS Settings -> PBX -> SIP-RTP
Auto adjust mic: check the box for auto adjustment of microphone level
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)
Echo test: click the button to perform an echo test
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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Screen sharing component: install the component to share your desktop and provide remote access to your desktop
See chapter: Screen Sharing and remote control
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/)
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Important: headset integration component is not compatible with SfB (skype for business). |
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Important: 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 Headset integration. |
- Outlook Integration (Windows only): adds support for Calendar Sync, Presence, click2call, IM, call popup from Outlook
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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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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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