Wildix Getting Started
In this section, we show you how to get started with Wildix.
Wildix is designed to be a flexible and powerful tool to connect you with your peers and customers in ways that work for you;
- Via a telephone handset, either a desk phone or walkabout handset
- Via Collaboration in your computer web browser
- Via Collaboration on your mobile and/or tablet
- 65.032 Logging in to Wildix
- 65.033 Making calls, answering calls, call hold and call transfer
- 65.034 Conferencing calls together
- 65.035 Wildix Chat
65.032 Logging in to Wildix
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Document Control
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Document Name |
65.032 Logging in to Wildix |
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Version |
v1.0 Current |
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Author |
Neil Tancock, IT Services (Safeharbour Support Ltd), neil@safeharboursupport.com |
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Approval |
Safeharbour Support |
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Approval date |
01-JAN-2025 |
Review date |
31-DEC-2027 |
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Absract |
None |
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Scope |
This document applies to all clients of Safeharbour Support Ltd |
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None |
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None |
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Change Control
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Date |
Author |
Version |
Change |
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02-DEC-2024 |
Neil Tancock |
0.0 |
First version |
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01-JAN-2025 |
Neil Tancock |
1.0 |
Approved |
--------------------------------------------<START OF DOCUMENT> --------------------------------------------
| This short video outlines the written instructions below |
Your Invitation
Once your account has been created, you will receive an email invitation from Wildix PBX, no-reply@wildix.com. If you don’t see it in your inbox check your junk mail as it may have been mis-filed there. If you still don’t see it, please contact us and we’ll be happy to re-send your login details; our contact details are at the bottom of this page.
This is an example of an invitation:
There is some key information in the email:
- Access to collaboration. This is the address of your phone service and always ends in “.wildxin.com” it is sometimes referred to as a Domain
- Login: This is your username
- Password: This is the password to use to log in to the Collaboration web page and the app
- Mobile, Office and Fax numbers, if set
- A link to the Google Chrome extension to which provides features like Click-to-Dial of any number you see
- A link to the app for iPhone and Android phones
Logging in to Collaboration on your computer
Note: The Collaboration works best using Google Chrome or Microsoft Edge.
Open Chrome, and enter your “Access to collaboration” as received in the invitation. If the browser responds that you should use HTTPS, agree and change to HTTPS
Next, you will be greeted with the Wildix login screen:
There are three ways you can log in:
- You can enter the username and password provided in the invitation email
- If your email is provided by Microsoft 365 (Formerly Office 365), you can click on the Login with Microsoft button and enter your Microsoft 365 usernane & password. If you're already logged in to Microsoft, you'll only need to click [Continue]
- If your email is provided by Google Workplace, you can click on the Login with Google button and enter your Google Workspace username & password. If you're already logged in to Google Workspace, you'll only need to click [Continue]
Once you have logged in, you will be in Collaboration:
Logging in using the App
The App can be used to continue your business communication and collaboration while out of the office. The first step is to follow the link in the invitation to the App Store (Apple) or Google Play (Android) and install the app:
Once the app is installed, open it and it will ask you for your login information. The Domain is the hostname mentioned under “Access to Collaboration” in your invite. It will end in “.wildixin.com”
As with the web-based Collaboration, there are three ways you can log in:
- You can enter the username and password provided in the invitation email
- If your email is provided by Microsoft 365 (Formerly Office 365), you can click on the Login with Microsoft button
- If your email is provided by Google Workplace, you can click on the Login with the Google button
Once you have logged in, the App will be connected to your account:
--------------------------------------------<END OF DOCUMENT> --------------------------------------------
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Need help? Get in touch! |
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You can call us on 01752 373000, option 2 or, if you are on Number Club, just call extension 3001 You can email us at hub@safeharboursupport.com You can Whatsapp us right here: https://wa.me/441752373000 |
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65.033 Making calls, answering calls, call hold and call transfer
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Docs |
Document Control
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Document Name |
65.033 Making calls, answering calls, call hold and call transfer |
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Version |
v1.0 Current |
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Author |
Neil Tancock, IT Services (Safeharbour Support Ltd), neil@safeharboursupport.com |
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Approval |
Safeharbour Support |
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Approval date |
01-JAN-2025 |
Review date |
31-DEC-2027 |
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Absract |
None |
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|
Scope |
This document applies to all clients of Safeharbour Support Ltd |
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|
Inputs |
None |
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|
Outputs |
None |
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Change Control
|
Date |
Author |
Version |
Change |
|
02-DEC-2024 |
Neil Tancock |
0.0 |
First version |
|
01-JAN-2025 |
Neil Tancock |
1.0 |
Approved |
--------------------------------------------<START OF DOCUMENT> --------------------------------------------
| This is a short video summarising the different call options listed below |
Answering calls
Once you are logged in to Collaboration you are ready to begin receiving calls. When a call comes in, a Call Tab appears on the right side of the Collaboration screen like this:
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| Figure 1, a Call tab with an incoming call |
- To answer the call, press the green Phone icon and you will be connected
- To decline the call, press the red Phone icon. The call will stop ringing and the Call Tab will disappear. Please note that if you are part of a ring group, the call will likely start ringing again if calls are set to loop around
Transferring calls
- To forward the call without answering it OR to transfer a call you have answered, click the black Forward arrow icon. This will give you a range of options for forwarding the call. The first option to appear is your voicemail mailbox. Click on the envelope icon the call will be connected to your voicemail.
Figure 2, call forwarding options
If you start typing someone's name in the search box next to the magnifying glass, if it finds someone you will be presented with options to send the call to them. The options will depend on if the recipient has an extension number, voicemail, landline number or mobile number:
In this case, there are several options to transfer the call to a colleague, in this example Jonathan:
Figure 3, using search for call transfer options - Transfer the call to Jonathan's voicemail mailbox by clicking the Envelope icon
- Perform an assisted transfer to Jonathan's extension (3002) by clicking the black Phone icon next to his extension number. When you click it, the caller is placed on hold and a call is placed to Jonathan's extension so the call can be announced:
- If Jonathan wants the call, simply hang up and the call will be connected to him.
- If Jonathan does not want the call, Jonathan hangs up, the call is retrieved from hold and reconnected to you
- Perform a Blind Transfer by pressing the black arrow next to his extension number. The call starts ringing on Jonathan's extension and you are disconnected from the call
- If the recipient has other numbers listed such as their mobile and work numbers, the same Assisted Transfer and Blind Transfer options exist for each number. Usde the black Assisted Transfer and Blind Transfer buttons to route the call.
Making Calls
Wildix is designed to be flexible and offer powerful options for making calls. From right-clicking a colleague and clicking call, doing the same with people in your phone book or clicking numbers on a web page and hitting Call, Wildix enables you to get more done in less time with more accuracy.
The following methods can all be used to initiate a call:
- Using the "Search or Dial" number box:
- Type a name or number into the box and Clicking Call on your chosen number
- Clicking on the microphone in the "Search or Dial number" box to speak the name or number and then clicking Call on your chosen number
- Click the phone button next to a Colleague's name to dial their extension
- Dialling a number on your hard phone and pressing Send
- Dialling a number in the mobile app and pressing Call
- Right-clicking on a colleague in Collaboration and clicking Call
- Searching through the phonebook(s) for a person, right-clicking them and choosing Call
- Looking through your call history, right-clicking a name/number and clicking on Call
- Right-clicking a number on a website and clicking on Call
Call Hold
To put a call on hold, click the Call Hold button on the call tab:
The caller will hear call hold music and the Call Hold button will flash to indicate there is a call on hold.
To retrieve the call from hold, press the Call Hold button again.
--------------------------------------------<END OF DOCUMENT> --------------------------------------------
|
Need help? Get in touch! |
|
You can call us on 01752 373000, option 2 or, if you are on Number Club, just call extension 3001 You can email us at hub@safeharboursupport.com You can Whatsapp us right here: https://wa.me/441752373000 |
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65.034 Conferencing calls together
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Docs |
Document Control
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Document Name |
65.034 Conferencing calls together |
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|
Version |
v1.0 Current |
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|
Author |
Neil Tancock, IT Services (Safeharbour Support Ltd), neil@safeharboursupport.com |
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|
Approval |
Safeharbour Support |
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|
Approval date |
01-JAN-2025 |
Review date |
31-DEC-2027 |
|
Absract |
None |
||
|
Scope |
This document applies to all clients of Safeharbour Support Ltd |
||
|
Inputs |
None |
||
|
Outputs |
None |
||
Change Control
|
Date |
Author |
Version |
Change |
|
02-DEC-2024 |
Neil Tancock |
0.0 |
First version |
|
01-JAN-2025 |
Neil Tancock |
1.0 |
Approved |
--------------------------------------------<START OF DOCUMENT> --------------------------------------------
Call conferencing is a powerful tool that can save a lot of time and effort and can shorten the time it takes to resolve an issue or close a sale, for example.
We're all familiar with Call Transfer - the ability to put a caller on hold and then transfer them to a third party. When the third party accepts the call, you drop out and the other two remain connected.
With Call Conferencing, you don't drop out of the call. All three people are connected together in one call.
| A short video on Call Conferencing |
The third party can be another extension on the phone system or an external number.
--------------------------------------------<END OF DOCUMENT> --------------------------------------------
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Need help? Get in touch! |
|
You can call us on 01752 373000, option 2 or, if you are on Number Club, just call extension 3001 You can email us at hub@safeharboursupport.com You can Whatsapp us right here: https://wa.me/441752373000 |
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65.035 Wildix Chat
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Docs |
Document Control
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Document Name |
65.035 Wildix Chat |
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|
Version |
v1.0 Current |
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|
Author |
Neil Tancock, IT Services (Safeharbour Support Ltd), neil@safeharboursupport.com |
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|
Approval |
Safeharbour Support |
||
|
Approval date |
01-JAN-2025 |
Review date |
31-DEC-2027 |
|
Absract |
Using Chat you can send and receive messages, files and post-its to other users. This works on Collaboration and the mobile app so you are never out of touch. |
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|
Scope |
This document applies to all clients of Safeharbour Support Ltd |
||
|
Inputs |
None |
||
|
Outputs |
None |
||
Change Control
|
Date |
Author |
Version |
Change |
|
02-DEC-2024 |
Neil Tancock |
0.0 |
First version |
|
01-JAN-2025 |
Neil Tancock |
1.0 |
Approved |
--------------------------------------------<START OF DOCUMENT> --------------------------------------------
Using Chat you can send and receive messages, files and post-its to other users. This works on Collaboration and the mobile app so you are never out of touch. You can initiate an instant message session from many parts of Collaboration:
- From Search field:
Enter the colleague name/ extension and select Chat from the drop-down menu. - From Colleagues / Feature keys:
Mouse over a colleague and click on Chat icon, or right-click on a colleague and select Chat - From History:
Right-click on a colleague and select Chat - From call dialog during a call:
Select Other -> Chat in call dialog
Once you have started an instant message session, the messaging tab opens and you can start typing your message and use chat input options:
- Click on the push pin to send the user a post-it reminder
- Click on the microphone to dictate your message
- Click on the paper clip to send a file or photo
- Click on the emoji to send an emoji
--------------------------------------------<END OF DOCUMENT> --------------------------------------------
|
Need help? Get in touch! |
|
You can call us on 01752 373000, option 2 or, if you are on Number Club, just call extension 3001 You can email us at hub@safeharboursupport.com You can Whatsapp us right here: https://wa.me/441752373000 |
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