AI Agents with 3CX
AI agents orchestrate call handling tasks directly in 3CX.
Integrating 3CX with GoZupees enables AI agents to manage and optimize communication workflows efficiently. AI agents interact directly with 3CX to automate and facilitate call handling, thereby reducing manual intervention for your teams.
By accessing contact and lead records within 3CX, AI agents update the CRM in response to calls and interaction outcomes. This ensures that all communication is accurately logged, maintaining up-to-date records and enhancing inter-departmental coordination. Enterprise-level automation granted by AI agents aids in scaling operations without compromising on accuracy.
This integration is critical for organizations looking to maximize their existing 3CX investments by incorporating advanced agentic AI capabilities to orchestrate more dynamic, responsive communication processes.
What This Integration Enables
- AI agents can retrieve call details from 3CX.
- AI agents can update CRM records via 3CX integrations.
- AI agents can create follow-up tasks based on call outcomes.
- AI agents can apply rules for managing call flows.
- AI agents can synchronize lead and contact information.
- AI agents can log call summaries back into 3CX.
How the Integration Works
Connect to 3CX
Establish a secure connection to your 3CX system using platform-supported authentication methods.
Retrieve Call Data
AI agents access call information to source relevant details for updating CRM.
Automate Follow-up Actions
AI agents initiate necessary tasks in response to call interactions.
Synchronize Records
Integrate AI agents to keep contact and lead data updated and congruent.
Use Cases
On-Premises Deployment
Deploy AI agents on your own infrastructure
SIP Trunk Integration
Connect any SIP provider with AI handling
SMB Call Center
Cost-effective call center for small business
WebRTC Calling
Browser-based calling with AI assistance
Multi-Location Support
Connect multiple office locations
Video Conferencing
Escalate to video for complex issues
CRM Synchronization
Sync call data with business CRM
Call Queue Management
Manage call queues with AI routing
Data Synced with 3CX
| Object | Fields Written |
|---|---|
| Contacts | Name, Phone Number, Email Address, Call Notes |
| Leads | Lead ID, Status, Last Contacted, Assigned Rep |
Setup & Configuration
- 1 Verify your 3CX account is active.
- 2 Create an API key in 3CX for authentication.
- 3 Connect your GoZupees account to 3CX with the API key.
- 4 Test connection to validate integration settings.
- 5 Map required fields between 3CX and CRM.
Security & Data Handling
- API keys are encrypted during transfer and storage.
- All data transmissions use secure protocols.
- Access controls restrict data synchronization operations.
- Regular audits ensure compliance with data handling standards.
Get Started with 3CX
Ready to automate your 3CX workflows with GoZupees AI voice agents? Book a demo to see how we can help streamline your operations.