3CX WebClient & Mobile App: Sending and Receiving SMS Instructions

3CX WebClient & Mobile App: Sending and Receiving SMS Instructions

Overview

These instructions explain how to send, receive, and manage SMS messages using 3CX on both the WebClient and the Mobile App (Android / iPhone).

Important: All mobile numbers must be in E.164 format (international format)

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Accessing 3CX WebClient

  1. Open the 3CX WebClient:

  2. Log in using:

    • Your Union phone extension (Do not use your union email, you will get an error on login)

    • Your 3CX Password

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3CX WebClient – Sending an SMS

  1. In the WebClient, go to the Chat page.

  2. Click the Plus (+) icon.

  3. Select Send SMS.

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  4. On the New Conversation screen:

    • Enter a contact name or mobile number.

    • The mobile number must be in E.164 format (e.g. +12345678901).

    • If the number is not in the correct format, 3CX will prompt you to correct it.

  5. Select the contact or confirm the corrected number.

  6. Click Start Chat.

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  7. Type your message in the Say Something text box.

  8. Press Enter or click Send.

A tick next to the message confirms the SMS was successfully sent.

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3CX WebClient – Receiving & Replying to SMS

  • When a new SMS is received, a pop-up notification appears.

  • You can either:

    • Ignore it (the message will appear later in the Chat list), or

    • Click Reply to respond immediately.

SMS Conversation Options

Within an SMS conversation window, you can:

  1. Call: Call the sender directly.

  2. Transfer: Transfers the SMS conversation to another user (Option is currently bugged, do not use)

  3. Dealt With: Marks the SMS as handled and archives it.

  4. Archive: Archives the SMS (via More Options).

  5. Close: Closes the conversation and returns it to the Chat list.

  6. Reply: Type your message in the Say Something box and press Enter

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3CX Mobile App (Android / iPhone) – Sending an SMS

  1. Open the 3CX Mobile App.

  2. Tap the Chat icon.

  3. Tap the Plus (+) icon.

  4. Select SMS.

  5. In the Type a name or phone number field:

    • Enter a mobile number in E.164 format (e.g. +12345678901), or

    • Search for a contact by name.

  6. If the contact number is not in E.164 format, the app will prompt you to correct it.

  7. Once a valid number or contact is selected, the SMS conversation opens.

  8. Type your message and tap Send.

A tick indicates the SMS has been successfully sent.

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3CX Mobile App – Receiving & Replying to SMS

  • New SMS messages appear as push notifications on your phone.

  • You can choose to:

    • Reply, or

    • Mark as Read.

When replying:

  1. You are taken to the SMS conversation screen.

  2. Type your message in the text box.

  3. Tap Send.

SMS Indicators

  • A number badge on the Chat icon indicates unread messages.

  • Unread SMS conversations are also marked within the Chat list.

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Tips & Best Practices

  • Always verify mobile numbers are saved in E.164 format to avoid delivery issues.