Page Comparison

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

2. Mobile: mobile number for Mobility extension which allows you to make and receive calls via Wildix PBX using your mobile phone

3. Language: selected language is used for Collaboration user interface, system sounds (Voicemail, IVR prompts, etc), WP4X0, WorkForce, WelcomeConsole

4. Date/time format: applied to Wildix devices except W-AIR handsets (must be set up on a device). For detailed information, refer to Personal Settings chapter

Quick menu introduction

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1. 1 - 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:

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

2. 3 - Add option: access to SMS 30282225 / Fax / Post-It 30282225 / 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. Colleagues30282225: 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. Phonebook30282225: PBX shared and personal phonebooks

   5. History: history of calls (synced with other Wildix devices), faxes, notes

   6. Voicemail: access to Voicemail messages

   7. Analytics30282225: 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. Wizywebinar: browser-based webinar solution fro sales. Read the Guide for the detailed description: Wizywebinar User Guide

   9. Web CRM: allows opening of a web application inside Collaboration. Refer to the section Personal30282225 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. Settings30282225: user settings, call features, feature keys settings and more

1. 6 - Other (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-ItPost-It30282225

   7. 30282225 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

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1. Select Other -> Chat in call dialog (See Chapter: Call Management)

Messaging tab opens and you can start typing your message and use chat input options: 

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1. Select Other -> Screen in a call dialog (See Chapter: Call Management)

Select the application to share:

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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.

A call dialog window is displayed when there is an incoming 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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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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You can make/ receive more than one call at a time if "Call waiting" is enabled in Collaboration Settings -> Featuresfor the current call type and user status.

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    <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>

Another video tutorial: Call transfer via BLF keys.

Conference call

It is possible to add users to call conference via Wildix Collaboration.

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

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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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From Search field:

1. Enter the contact name / number / company name and select Fax:[number] from the drop-down menu

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When making a call / during a call, click Other on the call dialog and choose the option SMS:

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In case of a two-way SMS, a group chat is automatically created, which includes the PBX user who is sending the SMS and the receiver. For more information about two-way SMS, see the documentation How to send and receive SMS/ MMS via CLASSOUND. 

Settings

Go to Collaboration -> Settings.  

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1. Picture: edit picture (See chapter: User picture)

1. Date format: select date and time format to be used in Collaboration (Messaging, History pages, CDR-View etc) and on Wildix devices except W-AIR handsets (must be set up on a device) 

   
   

   Note
   Note: Wildix devices support 2 date formats: "www dd mmm" and "www dd mmm". Depending on the selected format in Collaboration (European: "dd/mm/yyyy", "dd mmm yyyy", "dd-mm-yyyy", "dd.mm.yyyy" or US: “mmm dd yyyy”/  “mm/dd/yyyy”/ “mm-dd-yyyy”), the date can be displayed as, for example, "Tue 6 Nov" or "Tue Nov 6".

   
   

1. Ring only active device: check the box to make only the active device ring (ringer is muted on other devices; see chapter: Active device for calls)

2. Dark theme: turn the toggle on to enable Dark mode in Collaboration

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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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1. Call Forward No Answer: enable the option and enter the number into the field or select VOICEMAIL to enable call forwarding in case of no answer

2. Call Forward All: enable the option and enter the number into the field or select VOICEMAIL to enable the forwarding of all the incoming calls

3. Call waiting: if enabled, you receive more than one call at a time

4. Call timeout: if enabled, the incoming call is terminated in case there is no answer within a specified timeout

5. Enable mobility with timeout: if enabled, you receive incoming calls also to your Mobility extension number (mobile number) after the specified timeout; mobile number must be configured in Collaboration Settings -> Personal 30282225

6. Mobility confirmation: if enabled, the user is notified on who the caller is when he receives the call on mobility extension number

7. Missed calls notification via email / via SMS: enable to receive missed calls notifications

8. Custom ring: select the ringtone for WP4X0, WorkForce, WelcomeConsole and Collaboration

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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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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. Notes that can be added and consulted in Phonebook contact information and can be imported during import of phonebooks (see chapter: Create/ edit a contact)

2. Contact notes that can be added and consulted during a call (read further)

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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):

Image Modified

 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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