Configuring DATEV Connector for the latest 3CX Windows App. Looking for a way to configure your DATEV Connector for the latest 3CX Windows App? Here it is! Many tax consultants, accounting firms, payroll providers, law firms and office teams work in DATEV every day. But when phone calls and client records sit in separate systems, simple tasks can take longer than they should le [...]
Holiday prompts configured per department in V20 Update 9. Looking for an easy way to configure your holiday messages? Here it is! In V18, holiday prompts were configured at PBX level. This worked, but required all inbound calls to follow a system-wide specification. In V20 Update 9, the feature returns using the V20 department model. This means holiday settings are now handled [...]
Learn how to write effective prompts, avoid common mistakes and optimize your AI Agent for real conversations. In Part 1, we looked at the fundamentals of prompt engineering: writing instructions instead of prose, removing unnecessary definitions, avoiding contradictions and keeping prompts concise. In this blog, we'll go beyond prompt structure and focus on how AI models actua [...]
Your AI Agent doesn't need a manifesto. It needs a tight, unambiguous spec. Here's how to write one. We recently rewrote our AI Receptionist's system prompt. The previous version was 450 lines long, beautifully structured, full of carefully reasoned policy - and it was eating so much of the context window that the agent had less room to actually listen to the caller! To help [...]
Hands-free automated VM provisioning for Proxmox VE. We are excited to announce a faster, hands-free method for provisioning a 3CX PBX Virtual Machine on Proxmox VE. Our newly released documentation walks you through a fully automated deployment script designed to save you time and reduce configuration errors. From Manual Clicks to Automated Provisioning Deploying virtual machi [...]
Knowledge source optimization for large datasets. Your 3CX AI Agent is a powerful tool, transforming customer interactions and streamlining support. But what happens when your agent starts to slow down, or struggles to find information in a vast pool of knowledge? Today, we're diving deep into best practices for structuring your 3CX AI Agent's knowledge sources, also commonly r [...]
Better tools to manage VoIP Provider template changes to your trunks. We're building up your VoIP Provider toolbox with Version 20 Update 9, giving you better management for your custom templates. The new VoIP Provider Template Builder is a powerful, built-in toolset designed to let you create, customize, and manage SIP trunk templates directly from the 3CX Admin Panel. The new [...]
Simplify creation of 3CX XML templates with our AI Prompt. We’ve prepared an AI Prompt for use with an AI Chat agent, designed to help create a CRM XML template for your CRM. It has been built and tested specifically using the Cursor application, using Claude Sonnet 4.6 as the model. You can download the CRM_Prompt.md file to try it out yourself. The video below shows how you c [...]
Deploying multiple 3CX MCUs and AI transcriber engines in a single LAN. When running multiple instances of services that require public-facing FQDNs and SSL certificates, managing the certificates can be a challenge. To provide meaningful examples of what can and what cannot be achieved, we will use a common scenario as a starting point, and then expand on how variations impact [...]
How to build a high-performance transcription rig in-house. In the current ecosystem - defined by advancements in artificial intelligence - technology-focused businesses are increasingly and aggressively pursuing the integration of AI into their operations. Some chose to outsource their AI workloads, either by sending their data directly to organizations like OpenAI for data pr [...]