8x8 Community
Looking for a different product help? Some of the links below are for PDF guides and web guides that are not accessible from within our products. To see only web-based 8x8 Work and integration user guides, see the 8x8 Product Web Help Directory
Setting Up Your Services
- X Series Technical Requirements
- 8x8 Network Utility
- Preparing Your Network and Installing Your Phones
Number Transfer Checklist- 8x8 Generic Guide for Desk Phones
- 8x8 SAML SSO with Microsoft ADFS Configuration Guide
- 8x8 Integration with Microsoft Azure Active Directory
- 8x8 Integration with Okta
Account Administration
- 8x8 Admin Console User Guide
- 8x8 Storage and Retrieval User Help
- 8x8 Admin Console Administration Guide | PDF
8x8 Nomadic 911
Unified Communication Clients
8x8 Work for Desktop
8x8 Work for Mobile
- 8x8 Work for Mobile Quick User Guide
- 8x8 Work for Mobile User Guide for Android | PDF
- 8x8 Work for Mobile User Guide for iOS | PDF
8x8 Mobile Admin
Features
Fax
Hot Desk
8x8 Frontdesk
8x8 Sales Workspace
XF Workspace
- XF Workspace - for admins, users, and supervisors
8x8 Meet
- 8x8 Meet Quick User Guide
- 8x8 Meet User Guide
- 8x8 Spaces User Guide
- Meetings integration:
Analytics for 8x8 Work
8x8 Work Team Messaging
Voicemail
8x8 Work Integrations
- 1CRM Integration: 8x8 Work for 1CRM - Agent Guide
- AgileCRM Integration: 8x8 Work for AgileCRM - Agent Guide
- Bullhorn Integration User Guide
- Copper Integration
- Desk.com Integration User Guide
- Google G-Suite Integration User Guide
- Freshdesk Integration
- HubSpot Integration
- Microsoft Dynamics Integration
- Microsoft Office 365 Integration User Guide
- Microsoft Outlook & Skype for Business (Lync) Integration User Guide
- NetSuite Integration
- Pipedrive Integration: 8x8 Work for Pipedrive - Agent Guide
- Salesforce Integration
- ServiceNow Integration
- Slack Integration User Guide
- SugarCRM Integration
- 8x8 Work for Vtiger - Agent Guide
- Web Dialer and Click2Pop
- Zendesk Integration
- 8x8 Work for Zoho - Agent Guide
8x8 Voice for Microsoft Teams
- 8x8 Voice for Microsoft Teams (Direct Routing) Admin Guide
- 8x8 Voice for Microsoft Teams App Admin Guide | End-User Guide
- 8x8 Presence Sync with Microsoft Teams
8x8 Phone App for Microsoft Teams
What's New?
Check out the features and enhancements in our latest release.
- 8x8 Supervisor Workspace Guide (beta)
- 8x8 Agent Workspace Guide
- 8x8 Contact Center Release Notes
- 8x8 Auto Dialer - Feature guide
- 8x8 Storage and Retrieval - Feature guide
- 8x8 Contact Center SMS - Feature Guide
- 8x8 Contact Center - Social Media Integration
- 8x8 Analytics for Contact Center 2.9.0 Release
Technical Requirements and Recommendations
Prepare your network and agent workstations to interoperate with your 8x8 Contact Center.
- Technical Requirements | PDF
- Supported SIP Phones
- Headset Recommendations
- What is an 8x8 Contact Center Platform Switch?
- 8x8 Contact Center Platform URL Guide
- 8x8 Co-Browsing
For Administrators
Learn how to configure your contact center and get it running quickly.
- Configuration Manager Guide 9.14 | PDF
- Configuration Manager Guide 9.13
- Post Call Survey - Feature Guide
- Set up Contact Center Schedule
- Define Password Policies
- Roles and Administrators
- Create Groups and Add Agents
- Activate 8x8 Agent Workspace
- Set up Queues
- Set up Channels
- Create Intelligent IVR
- Configure Local CRM
- Configure a Preview, Progressive, and Predictive Dialer
- Set up: Status Codes / Transaction Codes / Outbound Codes
- Set up Chat Design
- Set up Wallboards
- Set up Maintenance and Service Notifications
- Set up Post Call Survey
- Get Remote Customer Assistance
For Agents
Learn how to process contact center interactions using phone, chat, and email channels.
- 8x8 Agent Workspace Guide
- Agents - Get started
- Work with codes
- Process phone calls
- Process voicemail interactions
- Process chat interactions
- Process email interactions
- Customer Experience Guide for Agents
- Manage your customer data
- Chart the customer experience
For Supervisors
Learn how to manage and monitor your contact center agents using tools designed in your Supervisor Console.
- Agent Workspace Supervisor Guide
- Manage FAQs
- Create Historical Reports
- Monitor Agents
- Chart the Customer Experience
- 8x8 Analytics for Contact Center
- Customer Experience Guide for Supervisors
For Developers
Check out our APIs for 8x8 Contact Center.
- 8x8 Case and Contact Management API
- 8x8 CRM API
- 8x8 Contact Center Statistics Reporting API
- 8x8 Contact Center Recordings and Chat Transcripts API
- 8x8 Contact Center Web Callback API
- 8x8 Contact Center Click-To-Dial API
- 8x8 Contact Center External IVR API
- Real Time Statistics Reporting API for 8x8 Contact Center
- 8x8 Contact Center Recording Control API
- 8x8 Contact Center Tenant Schedule API
- Contact Center Embedded Chat API
- 8x8 Contact Center Data Augmentation API
CRM Integrations
We integrate with external CRMs such as Salesforce, NetSuite, Zendesk, and more. Learn how to integrate your contact center with the CRM of your choice.
- 1CRM Integration: 8x8 Contact Center for 1CRM - Agent Guide
- Agile CRM Integration: 8x8 Contact Center for Agile CRM - Agent Guide
- Custom CRM Integration - Configuration Guide
- Copper Integration
- Freshdesk Integration
- HubSpot Integration
- Microsoft Dynamics Integration
- NetSuite Integration
- Pipedrive Integration: 8x8 Contact Center for Pipedrive - Agent Guide
- Salesforce Integration
- ServiceNow Integration
- SugarCRM Integration
- 8x8 Contact Center for Vtiger - Agent Guide
- Zendesk Integration
- Zoho Integration: 8x8 Contact Center for Zoho - Agent Guide
Additional Resources
In addition to the resources described above, we have published separate versions of the following core guides for customers using 8x8 Unified Login and Unified Login with 8x8 Work.
8x8 Contact Center Unified Login: For 8x8 Contact Center customers who have opted for 8x8 Unified Login.
8x8 Contact Center Unified Login with 8x8 Work: For 8x8 Contact Center customers who have opted for 8x8 Unified Login with 8x8 Work features.
Previous Releases
- 8x8 Contact Center 9.13 Release Notes
- 8x8 Contact Center 9.12 Release Notes
- 8x8 Contact Center 9.10 Release Notes
- 8x8 Contact Center 9.9 Release Notes
- 8x8 Contact Center 9.8 Release Notes
- 8x8 Contact Center 9.7.3 Release Notes
- 8x8 Contact Center 9.7.1 Release Notes
- 8x8 Contact Center 9.6 Release Notes
- 8x8 Contact Center 9.5.2 Release Notes
- 8x8 Contact Center 9.5 Release Notes
- 8x8 Contact Center 9-4 Release Notes
- 8x8 Contact Center 9.4.1 Release Notes
- 8x8 Contact Center 9.4.3 Release Notes
- Single Tenant Global Reach Overview
8x8 Contact Center 9.0
8x8 Contact Center 8.4
- 8.4 General Release Guide
- 8.4 Unified Login Release Guide
- 8.4 Unified Login with 8x8 Work Release Guide
8x8 Contact Center 8.1
8x8 Work
All of the web help guides below are accessible via 8x8 Work Manuals & User Guides.
Product Guide (Click to Access) |
How to Find It |
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| No direct path | |
| No direct path | |
Home > Help Center |
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Profile > Help > User Guide |
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Profile > What's New? |
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Profile > Help > User Guide |
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"..." menu > Help |
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User drop-down menu > Help |
8x8 Work Integrations
All of the web help guides below are accessible via 8x8 Work Manuals & User Guides.
Product Guide (Click to Access) |
How to Find It |
|---|---|
| 8x8 Voice for Microsoft Teams | No direct path |
| 8x8 Work for 1CRM | No direct path |
| 8x8 Work for AgileCRM | No direct path |
| No direct path | |
| No direct path | |
More > Help |
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| No direct path | |
| 8x8 Work for Google G-Suite | No direct path |
| No direct path | |
| No direct path | |
No direct path |
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| 8x8 icon > Help | |
8x8 menu > Help |
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No direct path |
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| 8x8 Integration with Okta | No direct path |
| 8x8 Work for Pipedrive | No direct path |
For 3.1: No direct path |
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| No direct path | |
| No direct path | |
| No direct path | |
| No direct path | |
| 8x8 Work for Vtiger | No direct path |
For 3.1: No direct path |
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| No direct path |
8x8 Contact Center
All of the web help guides below are accessible via the 8x8 Contact Center Manuals & User Guides.
Product Guide (Click to Access) |
How to Find It |
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No direct path |
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No direct path |
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No direct path |
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No direct path |
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No direct path |
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No direct path |
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8x8 Contact Center Integrations
All of the web help guides below are accessible via the 8x8 Contact Center Manuals & User Guides.
Product Guide (Click to Access) |
How to Find It |
|---|---|
| 8x8 Contact Center for 1CRM | No direct path |
| 8x8 Contact Center for AgileCRM | No direct path |
No direct path |
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No direct path |
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No direct path |
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No direct path |
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No direct path |
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No direct path |
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| 8x8 Contact Center for Pipedrive | No direct path |
No direct path |
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No direct path |
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No direct path |
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No direct path |
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No direct path |