3CX Tutorial

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  Creating an account for VOP

To install Voice Operator Panel (VOP) with 3CX you need to create an extension that VOP will use to register to the 3CX server.

This extension will also be used to receive incoming calls, monitor other extensions and transfer incoming calls to them.

This extension must be dedicated to VOP and not shared with another phone even when VOP is tethered to a hardphone.

This account must be configured to receive all the incoming calls destined to your company. If a tethered hardphone is used its purpose is only to be called by VOP to talk/listen to calls received/placed by VOP. Please read "How does VOP behave when tethered to a hard phone ?" in our FAQ before using a hard phone.

VOP can only manage and transfer its own incoming/outgoing calls.

However, VOP can also pick-up a ringing (and sometimes established) call on a monitored extension then transfer it to another extension, but this behavior shall not be the regular way to handle calls.

Log to the 3CX admin interface and select: Extension > Add.

Enter an Extension Number, a First Name, a Last Name, an ID and a password, then click on "Apply".

For this tutorial we will use the extension number "901" and the password "secret".

Click on the "Other" tab and uncheck "Support 'Replaces' header", then click on "OK".

  Configuring the account in VOP

The VOP extension at 3CX is now configured, you can now start VOP and configure it through the wizard:

"Enter your display:" - Enter the name (caller ID) of the application. ("VOP" for example)
"Enter your user name:" - Enter the extension number at 3CX. ("901" in our tutorial)
"Enter your SIP server host name or address:" - Enter the host/domain name of your 3CX server.
"Enter your SIP server port:" - Leave it to zero.
"Enter your SIP server user name:" - Leave it blank.
"Enter your SIP server password:" - Enter the password of the extension. ("secret" in our tutorial)
"Enter your voicemail phone number:" - Enter the phone number to dial to reach the voicemail of the extension. ("999" is the default one for 3CX)

Finish the wizard by entering other information not related to 3CX.

VOP will start and register to your 3CX server.

There is an additional setting that you need to enter in VOP through the Settings window:

Enter the call intercept code "*20*$" in: Settings > Account > Call intercept code.

Click on Save and restart VOP.

  Populating the directory

You will now need to build the Local directory of VOP with the users/extensions at your 3CX server.

First you will need to remove the dummy/example user "Doe, John" by right-clicking on him and selecting: User > Remove.

For each user you want to add you need to right-click in the Local directory and select: User > Add.

You can also import all your users/extensions from CSV or vCard files by right-clicking in the Local directory and selecting: Directory > Import > File

When you add a new user, phone presence is enabled by default for every phone contact. But you can also enable phone presence manually by right-clicking on the user and selecting: Contact > Presence > Enable.

You should now see all your users in the Local directory with a green background that will change to show their phone status (Green: available, Yellow: ringing, Orange: busy) and you will be able to see every calls (call direction/state, caller/ee name), you will also be able to intercept/steal a call by right-clicking on the user and selecting: Intercept.

  Done

You have now fully configured VOP for your 3CX server.

If you have any problem press Alt-D to show the debug window of VOP, you should be able to read the problem from there.

If not, please contact us we will gladly help you.

  Discovering VOP

To learn how to use VOP please watch our Videos.

To learn more about VOP please also read our F.A.Q

You will learn how to set up many features such as: Hardphone tethering, Outlook, LDAP, CRM, Multi-tenancy, Provisioning and more...