Docs and FAQ

3CX AI Server - Speed and Response Time

Here's how to choose the hardware for your AI Server in V20 U10. The performance of the 3CX AI Server can be measured in several ways. However, the two most important factors are: Average Speed Factor (how many minutes of recordings can be processed in ONE minute of AI Server time); so a Speed Factor of 10x means that the server can process 10 hours of recordings in one hour of [...]

Email Transcripts from AI Agents in V20 Update 9

Get call details, summaries and transcripts by email. 3CX V20 Update 9 introduces a new feature for AI Agents: Send Email. This allows AI Receptionists and AI Personal Assistants to send an email with key call details when a call is blocked, screened or disconnected based on your AI Agent settings. The email includes caller details, an AI-generated summary and the full transcri [...]

Improve AI Agent Answers With Markdown (.md) Knowledge Sources

Prepare your knowledge base for faster, more accurate AI retrieval. Your AI Agent is only as good as the information it can find. When setting up an AI Agent, one of the biggest challenges is preparing the knowledge sources it will use. Traditional formats such as PDFs, Word documents, spreadsheets and presentations are designed for people to read. They’re not always easy for A [...]

Connect the 3CX Windows App Directly with DATEV

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 [...]

Configuring Holiday Messages Easily

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 [...]

Prompt Engineering with 3CX: Part 2

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 act [...]

Prompt Engineering with 3CX: Part 1

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 [...]

Proxmox Autodeployment

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 [...]

Structuring your 3CX AI Agent’s Knowledge Sources

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 [...]

Managing Custom VoIP Provider Templates

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 [...]