From my role in Development, I see 3CX as more than just a standard telephony solution. It’s a complete platform that operates over the internet (VoIP) and works on computers, smartphones, and IP phones. It integrates with systems like Microsoft 365 and CRM tools and offers advanced features (such as video conferencing and call recording) without additional costs. It’s flexible, user-friendly, and can run either in the cloud or on-premises. This makes it a powerful choice for businesses looking to optimize their communication.
Hello, I’m Wesley, working in the Development department and a 3CX Advanced Certified Engineer. Making calls with 3CX provides an efficient and flexible communication solution, whether you’re in the office, at home, or on the go. As a software-based telephone system (PBX), 3CX gives you the tools to professionally manage calls, from simple calls to extensive conferences. In this blog, I’ll guide you through the basics and explain step by step how the key calling features work. Whether you’re new to 3CX or looking to deepen your knowledge, you’ll find clear explanations here.
What makes 3CX so useful? My perspective
Wesley explains the calling features of 3CX
Below, I’ll discuss the features you’ll encounter when making calls with 3CX. They’re available in the desktop app, mobile app, or on an IP phone and are designed to streamline your work. Here’s how they work:
- Hold: With this feature, I can put a call on hold. This is useful if I need to look up information or consult a colleague. The caller often hears hold music, and I resume the conversation with a second click.
- Mute: This allows me to turn off my microphone so the other party can’t hear me. It’s handy for a quick side discussion or to avoid background noise. A single click unmutes the call.
- New Call: I can start a second call while the current one is on hold. This is practical if I need to speak to someone else without ending the first call. Afterward, I return to the original call seamlessly.
- Conference: This feature lets me add another participant for a conference call. I click “Conference,” enter a number or extension, and once connected, all parties are in the same conversation.
- Transfer: This function allows me to transfer a call directly to another user without consultation. I select “Transfer,” choose a name or number, and the call is handed over—a quick and efficient method.
- Att Transfer: If I want to consult first, I use “Attended Transfer.” I place the caller on hold, call the recipient, discuss the situation, and then transfer the call. This ensures a smooth transition.
- Rec (Record): With this button, I start or stop a call recording. This is valuable for training, quality control, or legal purposes, but I always ensure all parties are informed if legally required. Recordings are accessible in the web client, provided you have the necessary permissions.
- Keypad: This opens a numeric keypad to enter DTMF tones, such as for interactive voice response menus (“Press 1 for…”). It’s essential for interacting with automated systems during a call.
- Video: I can enable video if the call and equipment support it. By clicking “Video,” a live video connection starts—ideal for personal or visual explanations. Just make sure your setup is suitable for this.
Practical tips from Wesley
In summary: these features offer control and flexibility, whether you’re transferring a call, organizing a meeting, or recording a conversation. Everything is integrated into a single interface via the app, web client, or device. My advice: start with a simple call and explore the possibilities. This way, you’ll make optimal use of 3CX.
Would you like to know more about how this works in your specific situation? Feel free to contact us. We’re happy to provide you with a tailored explanation or a demo of the possibilities.