Wildix Collaboration

Cleod9 Collaboration (PC) – User Guide

This guide explains how to access and to use Collaboration and explains the basic operations: call, chat, video

call, conference, fax, SMS.

Prerequisites

First time login

Quick menu introduction

Colleagues (roster)

Edit colleagues list

User status icons explanation

Colleagues status information

Call pickup / see who is calling

Map view of colleagues

User status

User status and status message

User picture

Geolocation

Instant Messaging

Start a chat session

File transfer

Screen Sharing and remote control

Multiuser chat conference

Post-It & Call me back

Post-It

Call me back

Call

Active device for calls

Make a call / Search for contact

Answer a call

Call management

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Hold / second call

Call transfer

Conference call

Video call

Record a call

Attendant Console

Fax / SMS

Fax

SMS

Settings

Personal

Call features

Function keys

Fax Server

Web Phone

Outlook integration

Extensions

Phonebook

Create / edit a contact

Personal phonebook

Contact notes

Calls / faxes history

Download faxes and call recordings

Setting tags

Voicemails

Prerequisites

Supported OS

Mac OS X 10.8 and higher

Microsoft Windows 7 and higher

Linux (only Chrome browser)

Note: Windows Server version pre 2012 is not supported over RDP

Android / iOS

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Recommended web browser and connection mode

Collaboration can be accessed via any HTML5 browser

Recommended browser: the latest stable version of Chrome, since it fully integrates WebRTC

It is recommended to access via HTTPS

Licenses that must be enabled on PBX

Per-Service PBX:

Collaboration: (Essential) access to full features described in the current User Guide

Kite: (Business) possibility to create ubiconf video conferences and be contacted via Kite link

CDR-View: (Premium) access to advanced monitoring and reporting tool

First time login

1. Open the web browser

2. Type into URL the PBX name or IP address (example: https://mycompany.wildixin.com)

3. Enter your credentials:

Password (WEB password)

4. Click the arrow to log in

You can enable single sign-on with your Google or Office 365 email for access to Collaboration, if:

you use the same email as the one present in your user settings

this email address is unique in the system

Note: Wildix does not get access to your Google / Office 365 password.

Note: PBX admin can automatically send users their credentials for access to Collaboration via email: WMS Users >

select users and click “Send welcome message”.

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1 – Login

2 – Password

3 – “Remember me” option

4 – Single sign-on with Office 365

5 – Single sign-on with Google

6 – Click to log in

Once you access Wildix Collaboration, follow the popup notifications which help you:

edit colleagues

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

enable location sharing

Video tutorial: https://www.youtube.com/watch?v=iw6jkhIDzCI

Basic settings

Select “Settings” in the top menu > Personal:

E-mail address: used for email notifications about new Voicemails, missed calls, unread chat messages, call

recordings, fax reports etc

Mobile: mobile number for Mobility extension which allows you to make and receive calls via Wildix PBX

using your mobile phone

Language: selected language is used for Collaboration user interface, system sounds (Voicemail, IVR

prompts, etc), WP4X0

Date/time format: applied to Wildix devices except W-AIR handsets (must be set up on device)

Quick menu introduction

Top menu:

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1 – Search field with speech recognition: search for colleagues and contacts and perform quick actions

from drop-down list: call, chat, send a fax etc:

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

3 – SMS / Fax / Post-It: quick buttons to access SMS, Fax, Post-It dialog windows

4 – 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)

Map view: geographical map with location of colleagues

Messaging: active chat sessions

Phonebook: PBX shared and personal phonebooks

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

Voicemail: access to Voicemail messages

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

5 – Other (expanded):

CDR-View access (if not restricted by license)

Show / hide offline users

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Show / hide Post-It

Post-It history

Edit colleagues list

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

Open Attendant Console (if not restricted by license)

Outgoing faxes: outgoing faxes queue

Logout: exit Collaboration

Help: link to Wildix Collaboration guide (this guide)

Version: current WMS version

6 – User name, extension, location (if available), User status, status message (if available) and picture.

Colleagues (roster)

Select “Colleagues” in the top menu.

Users are subdivided by work teams (managed on the WMS side).

User status, user name and user picture is displayed for each colleague.

Right-click on a colleague opens a drop-down list with available actions (Call / Chat / Post-It / Call me back etc):

Edit colleagues list

User is prompted to edit colleagues upon the first login to Wildix Collaboration.

1. Select “Other” 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:

3. Click “Save”

Other options to add / delete colleagues from roster

Add colleagues via Search field:

Find a colleague by name / number and click on “+” icon

Delete colleagues via Colleagues tab:

Right-click on a colleague and select “Remove”

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User status icons explanation

User status is synced over all Wildix devices registered to your account.

– available (user is connected to Collaboration)

– offline (user is not connected to Collaboration and has no active

devices)

– reachable by phone (user is not connected to Collaboration but has an active device)

– talking (device status)

– ringing (device status)

– away (user-defined status, if grey = offline)

– DND (user-defined status, if grey = offline)

Colleagues status information

To view additional information (extension, who is calling, status information, location):

Go to Colleagues tab and focus the mouse cursor on the colleague:

Same information can be consulted from Messaging / Feature keys

tabs.

Call pickup / see who is calling

See who is calling:

Go to 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)

Call Pickup:

1. Go to Colleagues tab

2. Right-click on a colleague who has a ringing call

3. Select “Pick up”

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.

Select “Map view” in the top menu:

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User status

User status and status message

To add a status message:

1. Click on your user status in the top menu

2. Enter the status message into the field:

3. Click “OK”

To set up DND / Away status:

1. Click on “available”

2. Select DND (Do not disturb) or Away

3. Select “until” date and time (if not defined, user status switches back

to “available” after one hour)

4. Click “OK”

It is possible to disable /

enable call / chat popup

notifications when in DND:

Collaboration Settings >

Personal > “Show

notifications in DND

status”

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

User picture

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

1. To set up / edit user picture:

2. Click on your user status in the top menu

3. Click “Edit picture”

4. Choose the File on your PC (the picture is loaded)

5. Resize the picture (optional)

6. 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.

It is possible to manually define geolocation:

1. Click on your user status in the top menu

2. Click on “Set location on map”

3. 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)

4. Click on “Save”

Instant Messaging

Start a chat session

From Search field:

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Enter the colleague name / extension and select “Chat” from the drop-down menu

From Colleagues / Feature keys / History:

Right-click on a colleague and select “Chat”

From call dialog during a call:

Select “Other” -> “Chat” in call dialog (See Chapter: Call Management)

Messaging tab opens and you can start typing your message:

Use

speech

recognition: click the microphone icon in the lower right section of the chat session window and start talking, the

system transforms your speech into text.

Use emoticons: click on the smile icon in the lower right section of the chat session window to open the list of

emoticons.

All open chat sessions are displayed in the “Recents” section (left section of the screen).

You can continue a previously started chat session by clicking on a user in the “Recents”

section.

Close chat session:

1. Right-click on a user in the “Recents” section

2. Select “Remove”

Chat history

To load chat history with a user, open the chat session with this user and scroll up to

the top of the chat session window and select the period (up to 30 days):

File transfer

WMS version

3.84 introduces

the following features:

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file sharing on Safari / IE / Edge web browsers (for files up to 100 Mb)

file preview (for files up to 100 MB)

file remains available for download in the chat window (for files up to 100 MB)

Current WMS version 3.83 implements point-to-point file sharing, which:

is supported only by Chrome / Firefox web browsers

once the file has been downloaded, does not give you the possibility to download it again

requires the recipient to accept the file transfer, before the download starts:

Send a

file:

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:

Drag the file from your PC and drop it into the chat session window.

From Messaging tab “Recents” section” / Colleagues tab:

Drag the file from your PC and drop it onto the colleague

Screen Sharing and remote control

OS requirements (for presenter)

Mac OS X 10.8 and higher

Windows XP and higher

Download and install the component:

Collaboration > Settings > Extensions, “Screen Sharing Component”

Start Screen Sharing

1. Open a chat session with a user

2. Click on the screen icon in the upper right section of the screen

3. Screen sharing launches (screen sharing icon is displayed on the menu bar of your PC)

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

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Popups (if enabled) notify you

each time viewers are connected

and disconnected.

Start screen sharing during a call:

Select “Other” -> “Screen sharing” in call dialog (See Chapter: Call Management)

Remote control and monitor selection

Remote control is enabled by default, to close it, uncheck the “Remote Control” in the menu bar.

If you have extra monitors connected to your PC, you can select the monitor from the menu bar.

Screen sharing management

Screen sharing to multiple users is supported.

See who is connected and stop screen sharing:

1. Select “Other” in the top menu > “Screen sharing manager”:

2. You can see the viewers who are currently connected

Click “x” in front of the viewer to disconnect this user

Click “Stop” to disconnect all users

Multiuser chat conference

Multiuser chat room with possibility to join a conference call directly from

the chat room.

For ubiconf videoconference based on WebRTC, read the guide:

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https://manuals.wildix.com/wildix-mcu-videoconference-guide/

Create a chat room:

1. Go to Messaging tab

2. Click on the conference icon in the upper right part of the “Recents” section and select “+ Chat conference”:

3. Edit the conference title (optional)

4. Add participants

5. Click “Create”

Participants receive conference invitation via chat.

Multiuser chat starts automatically once the

participants join the conference.

Add / remove users:

Only conference manager can add and remove

users.

Add user: click on the “+” icon in the conference

management section.

Remove user: click on the “x” icon in front of the

participant’s name.

Start

audio:

1. Click

the

microphone icon in front of your name to open an audio conference room

2. You receive an incoming call from the conference room; answer the call

3. Click the microphone icon in front of the participants’ names to invite them to join the conference call

4. Participants join the conference as soon as they answer the call from the conference room

Call the conference room:

(available for users registered to the same PBX as the conference manager)

Dial 98*(conference PIN), e.g.: 98*1502

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Conference PIN is displayed in the conference management window:

Close the chat room:

Only the conference manager can close the chat room.

Other participants can leave the chat room and can join back only after the

conference manager adds them again.

1. Click on the “x” icon in the conference management section.

2. Click “OK” to confirm

Post-It & Call me back

Post-It

It is possible to send virtual sticky notes to users or post them on your screen as a personal reminder.

From Top menu:

Click “Post-It” icon:

To: select the Post-It recipient

enter the user name / extension

otherwise tick off “Personal reminder” to post a note on your Collaboration interface

Input field: enter your text

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

Normal / Important: select the color based on importance:

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

Red: important

Click the paper plane icon to post a note

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From

field:

Enter

the

colleague name / extension and select “Post-It” from the drop-down menu

From Colleagues / Feature keys / History:

Right-click on a colleague and select “Post-It”

From Messaging:

Click “Post-It” icon in the lower right part of the chat session window

Right-click on a colleague from “Recents” section and select “Post-It”

Show / Hide Post-It

Select “Other” in the top menu > “Hide Post It” / “Show Post-It”

Post-It history

Select “Other” in the top menu > “Post-It History”

It is

possible to:

show / hide any Post-It previously received from users or sent as personal reminders

clear Post-It history

Call me back

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From Search field:

Enter the colleague name / extension and select “Call me back” from the drop-down menu

From Colleagues / Feature keys / Messaging / History tab:

Right-click on a colleague and select “Call me back”

“Call me back” Post-It is displayed to the recipient:

Recipient can call back the sender by clicking the green button.

Call

Active device for calls

You can make and receive calls directly from Collaboration or control other devices registered to your account,

including hardware phones (WP, W-AIR), smartphone apps (iOS / Android) and mobility extension (mobile phone).

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

Supported devices:

Web: make and receive calls directly from Collaboration

Note: Web is an embedded WebRTC-based softphone on

Chrome browser and a plugin (which must be installed separately,

on other supported browsers, read chapter: Extensions)

WP, W-AIR: hardware phones

Wildix iOS/Android client: apps installed on smartphones

Mobile number: mobility extension number of user

Any: possibility to select an active device upon placing / receiving a call

Incoming calls

If you have several devices registered to your account, it is possible to decide whether all your devices must ring or

only the active one:

Go to Collaboration Settings > Personal

“Ring only active device” enabled: only active device selected in Top menu of Collaboration rings (ringer is

muted on other devices)

“Ring only active device” disabled: all active devices ring

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

“Any” option makes it possible to select the device by clicking on the green button, the moment you receive an

incoming call:

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Outgoing calls

In case you have selected WP / W-AIR / iOS/Android / Mobility device:

outgoing calls are made using this device.

In case you select “Any” option, once you place an outgoing call from

Collaboration interface:

1. you receive an incoming call to all your devices (answer the call from your

preferred device)

2. after you answer, an outgoing call is placed to the number you dialed

Make a call / Search for contact

Before making a call, make sure the correct active device is selected in the top menu.

From search field:

Enter the name or number and select “Call:[number]” from the drop-down menu:

It is possible to use speech recognition for

search: click the microphone icon (make sure the

microphone is connected to your PC) and start

talking, the system transforms your speech into text.

From Colleagues / Feature keys:

Right-click on a colleague and select “Call”

From Messaging:

Click “Call” icon in the upper right part of the chat session window

Right-click on a colleague from “Recents” section and select “Call”

From History:

Right-click on an entry and select “Call” / “Call the mobile”

From Phonebook:

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

Otherwise right-click on a contact from the right section of the

screen 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

A call dialog window is displayed when there is an incoming call:

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answer a call:

click the green

icon

To decline a call:

click the “Hang

up” (red) icon

To forward a call

without

answering: click the

arrow icon, select the

contact to forward a call

to (using search):

You can set up automatic

call forwarding based on

user status (available, DND, away) and call type (internal, external,

whitelist, blacklist). See chapter: Function keys

Call management

You can manage a call directly from call dialog window:

1 – Hang up

2 – Hold / resume

3 – Transfer

4 – Call recording

5 – Dialpad / Send DTMFs

6 – Other (expanded):

7 – Add notes, not available for calls between colleagues (See chapter: Contact notes)

8 – Add tags (See chapter: Setting tags)

9 – Hide / display call dialog window:

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10 – Mute / unmute your microphone

Hold / second call

Click “Hold” icon during a call to put a call on hold / to resume a call. The second party hears music on hold (set up

on the WMS side).

You can make / receive more than one call at a time if “Call waiting” is enabled in Collaboration Settings > Features

for the current call type and user status.

During a call you are notified of a new incoming call by call waiting tone (short beeps).

When you make / answer a second call, the current call is automatically put on hold.

It is possible to swap between an active call and a call on hold by pressing the “Hold” icon (“Hold” icon is blinking in

for the call which is currently on hold):

Call transfer

1. During a call, press the “Transfer” icon

2. Enter the contact name / number ( user status and additional phone numbers are

displayed).

3. Click “handset” icon for attended, “arrow” for blind transfer, in front of the number you wish to dial:

Drag&Drop Call transfer

Drag the Caller Name from the call dialog window and drop it

onto the desired user in Colleagues / Messaging tabs.

Video tutorial: https://youtu.be/7A2Vqb9YjP0

Conference call

It is possible to add users to call conference via Wildix

Collaboration.

1. When you have two calls, click “Other” -> “Conference” from one of the call dialogs to merge calls

2. To invite more parties: make a new call and click “Conference” from the call dialog window

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To close the conference, wait till other parties hang up. Otherwise the conference

manager receives an automatic callback after 5 seconds from each party who has not

hung up.

Video call

Video in Collaboration is fully supported on Chrome browser (WebRTC video).

2-way video is currently fully supported between Collaboration on Chrome and:

Collaboration on Chrome

Kite user on Chrome

Kite user on Firefox

WP600ACG

iOS / Android client

Video intercoms / IP webcams

Start video streaming during a call:

Click “Other” -> “Video” from the call dialog:

Start video call during chat:

“Video” icon is available in Messaging menu (upper right corner) in

Chrome browser. By clicking “Video”, audio call is started automatically

with video.

Record a call

During a call click “Call recording” icon to

start / stop call recording.

Call recordings are sent to user via email and can be accessed later on

via CDR-View and Collaboration > History.

Attendant Console

Attendant Console is an extension for call agents allowing them to monitor and manage of up to 20 lines

simultaneously using a mouse or a keyboard.

Open Attendant Console:

Click “Other” from top menu and select “Attendant Console”:

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Set up a shortcut to open Attendant Console:

Collaboration Settings > Personal, “Open Attendant Console” (enter a combination

of keys). By default is set to “Alt+Shift+A”.

Call management via soft keys:

When you have active calls, click on the quick buttons (Answer, Hangup, Hold,

Transfer, Resume, Record) relative to each line to manage the call:

Call management via numeric keypad:

Click “Help” to view the list of the hotkeys that allow you to manage calls via a numeric keypad

Make a call

1. Press “+”

2. Enter the name / number (internal / external) into the search field

3. Press “Enter”

If a contact has several phone numbers, use the arrow keys of your keyboard

to select the right one:

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Answer a call

Press “Enter” to answer an incoming call in case you

do not have active calls or your calls are on hold

Line management

1. Press “0” to put a call on hold

2. Press the digit corresponding to the line to resume a call / to answer a new incoming call:

1-9 for lines 1-9

Ctrl+(0-9) for lines 10-19

Hang up

Press “-” to hang up an active call

Attended transfer

Transfer a call after consulting the recipient:

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:

1. During a call press “*”

2. Enter the name / number into the field

3. Press “/” to transfer the call

Record a call

Press “Alt+Shift+R” to start / stop call recording during a call

Fax / SMS

Prerequisites: Fax Server settings must be configured on the WMS side; for SMS sending, GSM gateway is

required.

Fax

From Top menu:

Click “Fax” icon:

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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 page and edit fax cover settings (See chapter: Fax Server)

Postpone delivery: tick the box and select the date to schedule fax sending

Click “Send” to send a fax

Notes:

fax delivery status is

notified via email

history of faxes can be

consulted in Collaboration

> History

From Search field:

Enter the contact name /

number and select “Fax:

[number]” from the drop-

down menu

From Phonebook:

Select a contact and click

on the fax number

From History:

Right-click on an entry and

select “Send fax”

SMS

From Top menu:

Click “SMS” icon:

Mobile number: enter the contact name / number (it is possible to enter multiple numbers

separated by comma)

Message: enter your message

Postpone delivery: tick the box and select the date to schedule fax sending

Click “Send” to send SMS

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From Search field:

Enter the contact name / number and select

“SMS:[number]” from the drop-down menu

From History:

Right-click on an entry and select “Send SMS”

From Messaging:

Click “SMS” icon in the lower right part of the

screen of the chat session with user

Settings

Go to Wildix Collaboration > Settings.

To apply changes, click “Save” on each page of Collaboration Settings.

Personal

Password: edit your password for access to Collaboration

E-mail: used for email notifications about new Voicemails, missed calls, unread chat messages, call

recordings, fax reports etc

Mobile: mobile number for Mobility extension which allows you to make and receive calls via Wildix PBX

using your mobile phone

Language: selected language is applied for Collaboration user interface, system sounds (Voicemail, IVR

prompts, etc), WP4X0

Picture: edit picture (See chapter: User picture)

Show notifications in DND status: enable / disable chat / call popup notifications in DND status

Date format: select date and time format to be used on Wildix devices except W-AIR handsets (must be set

up on device)

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)

Popup URL / APP: enable the system to open an application / a web page upon receiving / placing a call;

click on the question mark to view the prompt (more info: https://manuals.wildix.com/how-to-set-up-popup-url-

app/)

Dialing hot key (only on Windows): set up shortcut for click2call from applications / web pages (F11 by

default)

To enable: install Integration Service from Collaboration Settings > Extensions and refresh

Collaboration

To make a call: select a phone number and press the key combination (external line prefix is added to

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phone numbers longer than 7 digits which do not start with “+”)

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)

Call features

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

Go to Collaboration Settings > Features:

The

upper

(internal / external / blacklist / whitelist) allows you to set up call features for different call types.

In this way it is possible to set up different behavior based on the type of call. It is possible to define type of call:

based on type of contact: In Collaboration > Phonebook > “Type of contact”

based on type of call, set up on WMS side (Dialplan)

For each call type it is possible to set up call features based on user status (Available / Do not disturb / Away).

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: check the box and enter the number or VOICEMAIL, to enable call forwarding when busy

on the phone

Call Forward No Answer: check the box and enter the number or VOICEMAIL, to enable call forwarding in

case of no answer

Call Forward All: check the box and enter the extension number or VOICEMAIL, to enable the forwarding of

all the incoming calls

Call waiting: enable to be able to receive more than one call at a time

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

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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

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

extension number

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

Custom ring: select the ringtone for WP4X0 and Collaboration

Function keys

Function keys configured in this tab allow you to monitor colleagues and features from WP600AXX, WP4X0 and

Collaboration > Function Keys tab.

Read the guide: https://manuals.wildix.com/function-keys-blf-keys-wp/

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)

Web Phone

Select active device for calls via web

(Chrome)

Speakers: select audio device for speakers

Ringing: select audio device for ringtone playback

Microphone: select audio device for microphone

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

Echo test: click the button to perform an echo test

(Other browsers)

Speakers: select audio device for speakers

Play Gain: adjust the play gain level

Microphone: select audio device for microphone

Mic Gain: adjust the microphone gain level

Autostart: uncheck the box if you wish to disable Web phone from the list of active devices (in case you have

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other devices registered to your account)

Outlook integration

Available only on Windows after installing “Outlook integration” from Collaboration Settings > Extensions

This menu allows you to enable Outlook calendar sync.

Read the guide: https://manuals.wildix.com/outlook-integration/

Extensions

Extensions and plugins that can be downloaded and installed on PC:

Web Phone (available for browsers other than Chrome): plugin for making and receiving calls via

Collaboration on web browsers other than Chrome (WebRTC Phone is built-in on Chrome)

Browser Extension (Chrome browser only): adds quick access to Collaboration from Chrome toolbar (click

“W” icon to show the browser tab where Collaboration is running / to open Collaboration in the web browser in

case it’s not running) and click2call (right-click on a phone number or a link on a web page and select “Call”)

It is possible to use the “W” icon to open Collaboration as a standalone application; download Chrome

extension: https://chrome.google.com/webstore/detail/wildix-collaboration-

app/klaamdejgopombbjfpfhlebpjlmokgna

Fax Printer: this component allows sending faxes from Windows / Mac OS X applications

Read the guide: https://manuals.wildix.com/fax-printer/

TAPI driver (Windows only): component for making and receiving calls via Microsoft Outlook and TAPI

enabled applications; also adds support for call generation by clicking on a web page link containing a phone

number (URI support)

Read the guide: https://manuals.wildix.com/integration-utility-for-microsoft-windows/

Integration service: this component is required by CDR-View, Popup App and adds support for additional

features:

Mac OS X: call generation by clicking on a web page link containing a phone number (support of

“sip:”, “wildix:” URI)

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Mac OS X: call generation by right-clicking on a phone number and selecting “Call via Wildix PBX”:

Windows: call via shortcut (“Dialing hot key”, configured in Collaboration Settings > Personal)

Outlook Integration (Windows only): adds support for Calendar Sync, Presence, click2call, IM, call popup

from OutlookRead the guide: https://manuals.wildix.com/outlook-integration/

Screen sharing component: install the component to share your desktop and provide remote access to your

desktopSee chapter: Screen Sharing and remote control

Headset integration: adds support for remote call answer / hangup and volume control from supported

headsets via USB connector on Mac OS X / Windows

Headset compatibility matrix and Wildix headsets: https://manuals.wildix.com/headsets/Also adds support for

Kuando Busylight (https://www.wildix.com/portfolios/kuando-busylight/)

Important: Headset Integration component is not compatible with SfB (skype for business)

Phonebook

Import of PBX shared phonebooks is set up on WMS side.

Via Collaboration it is impossible to:

Edit contacts of “Colleagues” phonebook

Add / delete / edit names of PBX shared phonebooks

Via Collaboration it is possible:

Add / edit / delete contacts of PBX shared phonebooks

Create and manage personal phonebooks

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. Click “+” in the upper left section

2. Fill in the fields:

Name: contact’s full name

Phonebook: select the phonebook to which the contact must belong (it is impossible to add contacts

to “Colleagues” phonebook); it is also possible to select the phonebook in the upper left section of the

screen

Other important fields (optional):

Organization: company name

data/images/default_avatar.png: you can upload the contact image on your server and indicate the

path to the image in this field (image must be square, otherwise it appears distorted)

Extension: this field is normally used for “Colleagues”

Work / Mobile / Home / Home Mobile / Main: phone numbers of contact by priority

Short number: if this field is filled in, it is possible to call this contact via Feature Code 80 “Speed dial”

(Feature codes are defined in WMS > Dialplan > Feature codes)

Example: dial 80*3241, where “80” is “Speed dial” Feature code, “3241” is “Short number” defined for the

contact

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

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 “tick” icon (Save):

Add/edit contact during a call:

Click on the Contact name / number during a call to edit the contact (if it exists) or create a new one:

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Add a

new

contact before making a call:

1. Enter a number into the search field

2. Select “Add contact” from the drop down menu

3. Add a new contact

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

To 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)

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Otherwise right-click on a contact and select

“Remove”:

To edit a contact:

Go to Collaboration > Phonebook

1. Find the contact using Search

2. Click the pencil icon (Edit) to edit the

contact

3. Edit the fields

4. Click the tick icon (Save) to save the

changes

Personal phonebook

Go to Collaboration >

Phonebooks

Click on “All” in the upper left

section, then click on “Edit

phonebooks”:

Add a personal

phonebook:

1. Click “+”

2. Enter the name of the

phonebook

3. Now you can

proceed with

adding

contacts

Delete a

personal

phonebook:

1. Select a

phonebook

2. Click “-”

3. Click “OK” to confirm (otherwise click x to close the window)

Edit the name of the personal phonebook:

1. Select a phonebook

2. Click the pencil icon

3. Enter the new name

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4. Click “Save”

Contact notes

There are two types of notes that

can be added to contacts:

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)

Contact notes that can be added

and consulted during a call (read

further)

Note: Contact notes must be enabled

on WMS side

Notes cannot be added for

colleagues.

Add / display notes added to

contact

During a call:

Click “Notes” icon

From Phonebook:

Right-click on a contact from the left

section of the screen and select

“Notes”

“Delete” option is available only for

notes added by you.

View history of notes added by

users of the system:

go to Collaboration > History

and click “Notes” in the upper

section of the screen.

View only the notes added before

a certain date:

1. Click on the date

2. Select a new date

3. Click “Apply”:

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Calls / faxes history

Pre-requisites to store and access CDR (Call detail record):

CDR backend must be configured and selected on WMS side

Partition for storing CDR must be defined on WMS side on storage device

History of calls and missed calls notifications is synced over WMS on all Wildix devices: Collaboration, WP4X0,

WP600AXX, Android / iOS client, except for W-AIR handsets (W-AIR handsets display only local call history).

Go to Collaboration > History

By default incoming / outgoing / missed calls are displayed.

Failed events are displayed with red color.

Events filtering:

Filter the events by contact name / number:

Filter

incoming / outgoing / missed calls / fax in / fax out / archived events:

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Filter

date

(only

the

events that took place up to the date selected are displayed):

For

detailed analysis of call activity of users and groups, click “CDR-View” (read the guide

https://manuals.wildix.com/cdr-view-user-guide/).

Delete / archive events

To archive an event:

Right-click on an entry and select “Archived”

recover

archived event:

1. Filter events by “Archived”

2. Right-click on an entry

3. Select “Recover”

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To delete an event:

1. Right-click on an entry

2. Select “Delete”

3. Click “Delete” to confirm

NOTE: Deleted events cannot be recovered.

Download faxes and call recordings

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

Call

recordings can be downloaded by clicking on the audio file icon):

At the

moment it is not possible to filter calls containing call recording. In case a call contains a call recording file, the audio

file icon is displayed for this entry in Collaboration > History.

Setting tags

Tags are implemented for filtering of calls by tag in CDR-View.

Tags must be enabled and added on WMS side (WMS Settings > PBX > CDR, “CDR Settings”, enter tags separated

by commas into “Tags” field). Once added, “Tags” column is displayed in Collaboration > History.

It is possible to set tags via WMS > Dialplan (“Set” application) or via Collaboration. Tags edited via Collaboration

rewrite tags added via Dialplan.

Set / edit tags for past calls:

1. Go to Collaboration > History

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2. Right-click on an entry

3. Select “Tags”

4. Tick off the tags that you wish to set for this entry:

Set