Web Collaboration - Quick Menu Introduction

Quick menu introduction

Top menu:

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

2. 2 - Search field with speech recognition and call button: search for colleagues, departments and contacts and perform quick actions from drop-down list: call, chat, send a fax/ Post-It etc:

1. 3 - Add option: access to SMS / Fax/ Post-It / Group chat dialog window: 

   
   

2. 4 - Video conference: create and manage videoconferences based on WebRTC. 

3. 5 - Other tabs of Collaboration:

   1. Colleagues: list of colleagues with presence status and geolocation  

   2. Fn keys: monitoring / management of colleagues / features (same as BLF keys of phone)  

      Note: this menu becomes visible only if you have configured these keys in Settings -> Function keys.

   3. Chat: active chat sessions

   4. Phonebook: PBX shared and personal phonebooks

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

   6. Voicemail: access to Voicemail messages

   7. Analytics: 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. Webinar (displayed if user has access to Wizywebinar): browser-based webinar solution fro sales. Read the Guide for the requirements and detailed description: Wizywebinar User Guide

   9. Web CRM: allows opening of a web application inside Collaboration. Refer to the section Personal in Settings for more information

      Note:

      • This menu becomes visible only if you have configured it in Settings -> Personal -> Web CRM. 

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

       Note: Settings is not displayed in the top menu if user has access to Wizywebinar. In this case, Wizywebinar icon is displayed in the top menu and Settings can be accessed via User profile -> Settings:

       

       
       

4. 6 - More (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-It

   7. Post-It 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:

   14. Version: current WMS version

5. 7 - User name, extension, location (if available), User status, status message (if available), picture and logout option