Docs and FAQ

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 [...]

Using AI to Build Your Own Custom CRM Integration

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 [...]

Managing SSL Certificates for Multiple 3CX Systems

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 [...]

Build a High Speed Transcription Rig

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 [...]

Avoiding Rate Limits for AI Agents

How to fit your Agents into the correct OpenAI usage Tier. Once you’ve set up an AI Agent, typically one of its tasks is to understand the caller's intent, and transfer the call to an appropriate extension. The caveats - your AI Agent must have access to the OpenAI service and must not be restricted by rate limits. If your AI Agent hits a rate limit, the caller will not get a r [...]

Windows TLS1.3 over TLS1.0

Secure your Windows Servers' outbound connections. Configure your Windows Server to use more secure ciphers and protocols for outbound HTTPS connections. If your Windows Server is kept at default TLS client settings, it can prefer to initiate TLS1.0 client connections instead of TLS1.3. Why is TLS1.0 Insecure? This matters because TLS1.0 can negotiate protocols that are conside [...]

SSL Certificate Manual Update for 3CX FQDNs

Restoring encrypted connectivity after an auto-renewal failure. For all 3CX-provided FQDNs, SSL certificates are configured to be automatically updated. This ensures that your 3CX remains secure, auto-renewing well before expiry. However, if for some reason your 3CX system is unable to reach out to trigger and complete the auto-renewal, you will have to force the renewal. Follo [...]

SSL Certificates and Chain of Trust

Background information for configuring SSL Certificate files correctly. We regularly see questions about error messages relating to SSL certificate issues - typically that your certificate is not trusted. In most cases, the root cause is that the certificate file contains only your server's certificate. Keeping your Certificate Safe When you receive your certificate files, you [...]

WhatsApp Inbound Calls

Guided installation of your WhatsApp SIP Trunk. 3CX V20 Update 8 now brings WhatsApp Inbound calls to your PBX, expanding on the messaging integration. Reach out to the millions of WhatsApp users worldwide by adding WhatsApp SIP Calling to your PBX - effectively giving callers the equivalent of FreePhone calling from anywhere on the globe. Your WhatsApp number set up as SIP Tru [...]

Intune and Softphone Deployment

Hands-free automated installation for Windows Desktops. Attention System Administrators! Deploying the 3CX Softphone via Microsoft Intune allows IT admins to install the application on many devices simultaneously without manual intervention. We've prepared a document to guide you through the steps. From Manual to Automated Installation Deploying the 3CX Softphone via Microsoft [...]