If you are familiar with using Cisco Jabber or Microsoft Teams, using Webex should be easy to pick up and use. This article will go over the layout and use of the Webex app.


By default the Webex app should open on the Calling Tab. The primary use for Webex will be for use as a soft phone for the new phone system. If you have an existing Cisco IP phone, you should be able to continue using it, but you will also be able to make and receive calls from your computer.


Webex should open by default when your computer starts, if you dont see it open you may have to navigate to the System tray and click the Webex button to open the screen.



The Calling Screen


From the calling screen you can search for a name/number/extension in the Search or dial a number box (Green Box). If you would like to type in a number or use you 10 key on your computer you can do that with the number pad (Blue Box). Once a number or person is selected you can choose to dial via and Audio call or Video call. (Purple Box) If you are calling another Webex user (internal employee for example) you can use the video option, otherwise the audio option will be your primary use. Once you start to make and receive calls you will begin to see your call history in the section on the left.



Additional Options


On the left side or your Webex app you will see additional Icons, which can be expanded out to see the full name as in the image below, as well as a few other options you can utilize during your workflow.


  • Profile - The first option to go over is your profile section (red box), whereby default you should see your Initials, and clicking this will provide you with option you may be familiar with from other messaging applications. Here you can change your status, Availability, edit your profile, and change your settings.
  • Voicemail - Second, The Voicemail (green box) is likely the second most frequently used section of the app. Here you will be able to see and listen to all of your voicemails.
  • Helpdesk Tickets - Third, in the lower left hand corner you will find a shortcut application (blue box) that will open the Magnum Ticket System in an embedded browser. If you find yourself in the Webex app frequently and need to submit an IT support ticket, you can use this shortcut to open the page and submit a ticket. This will also allow you to provide more information and details than if you send an email to open a ticket.
  • Call Options - Lastly, the very bottom left of the app you will see the following options (purple box):
    • Call settings
      • Here you will be able to adjust various call settings, like forwarding calls to voicemail or opening up an additional window with the greater Webex settings options.
    • Queues
      • If you are a part of any call queues you are able to quickly change your availability/agent status as well as which Queues are currently a part of from this menu.
        • Some queues may not allow you to join/unjoin depending on the settings of the queue.
  • Other Tabs - The other tabs, such as Messaging, Contacts, etc. can be utilized if you choose. We still have access to Microsoft Teams throughout the Organization, but Webex will allow you to do many of the same things if you choose to spend more time in it.