3CX VoIP System Administration & Web Client Usage
Overview
This skill provides guidance for configuring and managing 3CX VoIP PBX systems, plus using the 3CX Web Client. 3CX is a software-based IP PBX that handles voice over IP calls, call routing, queues, and communication channels including phone, chat, WhatsApp, SMS, and video conferencing. The Web Client provides a browser-based interface for making calls, managing status, conferencing, and multichannel communication.
Quick Start
Identify the user's configuration goal:
| User says... |
Go to section... |
| "Add a user/extension" |
Users & Extensions |
| "Set up call queue" or "ring group" |
Call Queues & Ring Groups |
| "Configure office hours" or "IVR menu" |
Call Routing & IVR |
| "Provision a phone" or "add IP phone" |
IP Phone Configuration |
| "Add external phone line" or "SIP trunk" |
SIP Trunk Configuration |
| "Import many users at once" |
Bulk Import |
| "Format caller ID" |
Caller ID Formatting |
| "Set up BLF" |
Busy Lamp Fields |
| "Set up live chat", "WhatsApp", or "Facebook" |
Multichannel Communication |
| "Multi-level IVR", "call forwarding", or "overflow" |
Advanced Call Routing |
| "Calls dropping", "poor audio", or "one-way audio" |
Advanced Troubleshooting |
| "Install Web Client app", "Click2Call", or "how to use Web Client" |
3CX Web Client Usage |
| "Boss-Secretary state", "team view", or "status settings" |
3CX Web Client Usage |
Users & Extensions
Creating a User
- Go to Users in the admin console
- Click Add User
- Enter:
- First name, last name
- Extension number (3-6 digits)
- Email address
- Set a password for the user
- Select user role:
- Owner - Full admin access including users, configuration, reports, recordings. Can elevate users to Manager or Group Administrator within own group. Can Barge in, Listen in, Whisper.
- Manager - Has Admin view, can configure user settings, create users and elevate roles. Can see reports and recordings. Can Barge in, Listen in.
- Group Administrator - Has Admin view, can configure Call handling, SIP Trunks, WhatsApp, Live chat. By default cannot see reports/recordings, cannot Listen in or Barge in.
- Receptionist - Can override office hours for groups they're a member of. Can see group calls, presence, and perform operations (divert, transfer, pickup, park, intercom).
- User - Basic role. Can only manage their own account and see their own calls (not others'). Can see presence of other users.
- System Administrator (dedicated only) - Can see everything for all groups and SIP trunks. Cannot Barge in or Listen in. Cannot make others System Admin/Owner.
- System Owner (dedicated only) - Can do everything System Admin can plus Barge in, Listen in, view recordings and reports. Only one who can elevate users to System Admin or Owner.
- Main Group membership (dedicated only) - Ideally one group per user, but can join multiple. The main group's office hours apply to the user.
- 3CX Talk link - Each user is automatically assigned a unique 3CX Talk link.
- Click Save
- Team members will receive an email with their account details.
Assigning an IP Phone to a User
- Go to Users and select the user
- Click the IP Phone tab
- Click Configure a phone
- Select phone model from dropdown
- Enter the MAC address (no dashes or colons)
- Choose connection type:
- RPS - Remote Provisioning Service (easiest, works for cloud and on-prem)
- PnP - Plug and Play (on-prem only)
- DHCP Option 66 - For managed networks
- SBC/Router Phone - For cloud-hosted 3CX with on-site phones
- Click Add phone
Extension Types
- Extension (dn_type=0) - Individual user
- External Line/Trunk (dn_type=1) - SIP trunk or provider
- Ring Group/Queue (dn_type=2) - Call distribution group
- Voicemail (dn_type=5) - Voicemail box
- Inbound Routing (dn_type=13) - DID routing rules
Groups
Extension groups allow you to group extensions together to apply the same language, time zone, and office hours. All extensions are initially assigned to the Default group.
Group Features:
- Each group has its own Mini IVR for routing calls based on group office hours
- Extension can be part of multiple groups, but follows the office hours of the Main Group Membership
Creating a Group:
- Go to Users and click Groups
- Click Add Group
- Specify a name for the group
- In the members section, click Add to add members
- Click Save
Call Queues & Ring Groups
Call Queue vs Ring Group
| Feature |
Call Queue |
Ring Group |
| Callers wait in queue |
Yes |
No |
| Plays music/announcement |
Yes |
Yes |
| Reports statistics |
Yes |
Basic |
| Best for |
Support centers |
Small teams |
Creating a Call Queue
- Go to Admin > Call handling
- Click + Add Queue
- Configure:
- Queue Number - The DN number callers dial
- Name - Display name (e.g., "Support Queue")
- Members - Add extensions to the queue
- Set ring strategy:
- Ring All - All members ring simultaneously
- Linear - Members ring in order
- Circular - Round-robin distribution
- Least Recent - Member who hasn't answered longest
- Random - Random member selection
- Configure queue settings:
- Maximum wait time - How long callers wait
- Maximum queue size - Maximum callers waiting
- Wrap-up time - Time before agent receives next call
- Failover destination - Where calls go if queue is full/timeout
- Upload or record queue announcements (welcome, music on hold, position announcement)
- Click Save
Creating a Ring Group
- Go to Admin > Call handling
- Click + Add Ring Group
- Configure similar to Queue but without queue-specific options
- Set ring strategy for the group
- Click Save
Queue Statistics Available
- Call volume per queue
- Average wait time
- Abandoned call rate
- Agent performance
- SLA compliance
Call Routing & IVR
Office Hours Configuration
- Go to Admin > Office hours
- Click on days to set opening hours
- Add break times (lunch, meetings)
- Set time zone if group is in different zone
- In Assigned DID numbers section:
- Select an unassigned DID
- Set destination for:
- During office hours - Ring group, user, voicemail, digital receptionist, or queue
- Out of office hours - Same destination options
- During break - Same destination options
Holidays Configuration
- In Office hours page, click Add under Set your Holidays
- Specify date and time for each holiday
- Calls on holidays route as "out of office hours"
Overriding Office Hours
- Click your avatar (requires Receptionist or Manager role)
- Select Override office hours
- Choose:
- Pre-set status (Open, Closed, Break, etc.)
- Custom - Set your own status and duration
- Play announcement and end call - For emergencies or training
- Click OK
- Override remains active until time expires
Digital Receptionist (IVR) Configuration
- Go to Admin > Call handling
- Click + Add digital receptionist
- Enter name (e.g., "Main Menu", "Public Holiday")
- Optionally assign a DID directly:
- Calls will ALWAYS go to this IVR, skipping office hours
- Upload or record greeting:
- Format: PCM, 8 kHz, 16 bit, Mono WAV
- Do not use MP3
- Don't use reserved characters:
< > : " / \ | ? * &
- Example: "Thank you for calling XYZ. Press 1 for sales, 2 for support"
- For each digit, set destination:
- User, Voicemail box, Ring group, Queue, or another Digital receptionist
- In Options tab, configure:
- Prompt language
- SMS alternative route
- Click Save
IP Phone Configuration
Provisioning Methods
RPS (Remote Provisioning Service)
- Easiest method, works for cloud and on-prem
- Phone contacts vendor RPS server on boot
- 3CX sends provisioning URL to vendor RPS
PnP (Plug and Play)
- For on-prem installs or with SBC on-site
- Phone broadcasts, 3CX detects it
- Assign phone in admin console
DHCP Option 66
- For large managed networks
- Phones all from same vendor
- Enter base URL in DHCP server
Adding a Phone to Extension
- Go to Users and select user
- Click IP Phone tab
- Click Configure a phone
- Select phone model
- Enter MAC address (no dashes/colons)
- Select connection method
Router Phone / SBC (for Cloud 3CX)
If 3CX is hosted in cloud, need router phone or SBC on local network:
Router Phone Models:
- Fanvil: V64, V65, V62, X4U-V2, X5U-V2, X6U-V2, X7-V2, X7C-V2, X210-V2, X210i-V2
- Snom: D862, D865
- Yealink: T53, T53C, T53W, T54W, T57W
Router phone provides:
- Encrypted voice traffic
- Automatic reconnection on dropout
- Combines SIP and RTP to overcome firewall issues
- Saves bandwidth by routing internal calls locally
Provisioning with STUN
- In phone configuration, enable STUN
- Enter STUN server:
stun.3cx.com:3478
- Helps with NAT traversal
Manual Phone Configuration
- Get provisioning URL from 3CX admin
- Access phone web interface (get IP from phone display)
- Enter provisioning URL in phone's provisioning settings
SIP Trunk Configuration
Adding a SIP Trunk
- Go to Admin > SIP Trunks
- Click Add SIP Trunk
- Select trunk type:
- Standard - Most SIP providers
- 3CX Tunnel - For connecting to another 3CX
- Enter trunk details:
- Trunk Name - Display name
- Main DID Number - Primary phone number
- Additional DIDs - Add more numbers if available
- Enter provider SIP details:
- SIP server/Registrar
- SIP domain
- Outbound proxy (if required)
- Authentication credentials (username/password)
- Configure codec preferences
- Click Save
- Test the trunk
Bulk Import
CSV Template Format
The ImportExtensionTemplateV20.csv template contains these key fields:
| Field |
Description |
Required |
| Extension |
Extension number |
Yes |
| First Name |
User's first name |
Yes |
| Last Name |
User's last name |
Yes |
| Email |
User email address |
Yes |
| Mobile |
Mobile number |
No |
| Department |
Department name |
No |
| Role |
Extension/Receptionist/Manager |
No |
| Password |
User password |
Yes |
| MAC Address |
For IP phone provisioning |
No |
| Phone Model |
If provisioning phone |
No |
Importing Extensions
CSV Import:
- Create a CSV file with this format:
FirstName,LastName,EmailAddress,MobileNumber
- Example:
James,Bond,jamesbond@3cx.com,+35999979777
- Download a sample template from the import page
- Additional fields can be imported: Extension, Department, Role, Password, MAC Address, Phone Model
- Go to Admin > Users
- Click Import
- Upload the CSV file
- Review and confirm import
Microsoft 365 Integration:
- Requires a dedicated 3CX instance
- Automatically import extensions and sync users when Microsoft 365 users are added/removed
- See Microsoft 365 integration guide for setup details
Caller ID Formatting
Configuring Caller ID Rules
- Go to Admin > Caller ID
- Click Add rule
- Set conditions:
- Inbound from - Trunk or DID
- Outbound from - Extension or ring group
- Define format transformation:
- Remove/add country code
- Reformat number pattern
- Test the rule
Common Format Patterns
- International:
+1XXXXXXXXXX
- National (US):
(XXX) XXX-XXXX
- E.164:
+<country_code><number>
Busy Lamp Fields (BLF)
Setting Up BLF
- Go to Users and select the user
- Click BLF tab
- Add BLF buttons:
- Target Extension - Which extension to monitor
- Label - Display text on button
- Configure button behavior:
- Speed dial (press to call)
- Call pickup (press to answer ringing call)
- Save changes
- Reboot phone to apply
Advanced Call Routing
Multi-Level IVR Menus
Create nested IVRs for complex call trees:
Example Structure:
Main Menu (IVR: 100)
├── Press 1 → Sales Department (IVR: 101)
│ ├── Press 1 → New Sales (Queue: 201)
│ ├── Press 2 → Existing Accounts (Queue: 202)
│ └── Press 0 → Receptionist (Ext: 100)
├── Press 2 → Support (Queue: 200)
├── Press 3 → Billing (Ext: 150)
└── Press 0 → Operator (Ext: 100)
To configure:
- Create child IVRs first (Sales, Billing, etc.)
- Create parent IVR (Main Menu)
- In parent IVR, set destinations to child IVRs for relevant digits
- Configure "Return to main menu" option in child IVRs if needed
DID Routing Strategies
Multiple DIDs to Single Queue
- Assign multiple DIDs to one queue
- Useful for different marketing numbers, regional numbers
- Callers don't see difference in service
DID to Direct Extension
- Assign DID directly to a user
- Bypasses IVR for VIP customers or dedicated lines
DID to Digital Receptionist
- Use when IVR should always apply
- Bypasses office hours routing
Time-Based DID Routing
- Route same DID differently based on:
- Office hours (configured in DID settings)
- Specific time periods (requires rule-based routing)
Call Forwarding
Types of Call Forwarding:
- Forward All - All calls to another number/extension
- Forward Busy - When user is on another call
- Forward No Answer - After X rings
- Forward External - Forward to mobile or external number
To configure:
- Go to Users and select user
- Click Forwarding tab
- Set forwarding rules for each type
- Configure ring count before no-answer forward
- Optionally require confirm before external forward
Conditional Routing
Create routing based on:
- Caller ID - Route specific callers differently
- Time of day - Different routes for business/after hours
- Day of week - Weekend vs weekday routing
- Trunk - Different routes per incoming trunk
To configure caller-based routing:
- Go to Admin > Inbound Rules
- Click Add Rule
- Set condition (Caller number or pattern)
- Define destination
Queue Overflow Strategies
When queue is full or timeout reached:
Options:
- Forward to another queue - Overflow to backup queue
- Send to voicemail - Leave a message
- Route to digital receptionist - Offer other options
- Transfer to external number - Overflow to call center or backup line
- Play announcement and disconnect - Inform and hang up
To configure:
- Edit queue settings
- Set Maximum wait time and Maximum queue size
- Configure Failover destination
- Set No answer timeout for individual queue members
Recording Calls
Enable call recording:
- Go to Admin > Settings > Advanced
- Enable Call Recording
- Choose recording scope:
- All calls
- External calls only
- Per extension/queue
- Set storage location
- Configure retention policy
Per-extension recording:
- Go to Users and select user
- Enable recording for specific extension
- Set to "Always", "Never", or "User can enable"
Call Privacy
Privacy options:
- Hide caller ID - Block outbound caller ID
- Anonymous call rejection - Reject calls with blocked caller ID
- Do not disturb - Send all calls to voicemail
To configure:
- Go to Users and select user
- Click Privacy tab
- Enable desired privacy options
3CX Talk & Meet Links
3CX Talk Links
What are 3CX Talk links?
- Weblinks that allow people to call you or your company just by clicking
- No need to dial a number or pay for the call
- Visitors don't need any special app - works from any browser on computer or smartphone using WebRTC
- Example links:
- User link:
https://pbx002.3cx.cloud/mariajohnson/
- Company link:
https://pbx002.3cx.cloud/mycompany/
User Talk Links:
- Each user gets their own 3CX Talk link
- Add to email signature or share with clients
- Users can find and edit their Talk link "friendly name" in Settings > General
Company Talk Links:
- Paste on your website or company email signature
- Edit from Admin > Call Handling in your Call Queue or Ring Group settings
3CX Meet Links
What are 3CX Meet links?
- Sharing the 3CX Meet link lets visitors go directly to your meeting room
- Start ad-hoc video conferences instantly
- Example:
https://pbx002.3cx.cloud/meet/mariajohnson/
Spam Prevention:
- Configure to request Name and Email first
- Accept or reject calls based on caller information
Multichannel Communication
Live Chat Integration
3CX includes built-in live chat for web visitors.
To enable live chat:
- Go to Admin > Multichannel
- Enable Live Chat
- Configure chat widget:
- Widget title, welcome message
- Branding colors
- Operating hours (links to office hours)
- Queue destination for incoming chats
- Get embed code for website
Chat routing:
- Route to queue, ring group, or specific user
- Use same queue for phone and chat (agents handle both)
- Chat-only queues for dedicated chat agents
WhatsApp Integration
Prerequisites:
- WhatsApp Business API access
- Phone number verified with WhatsApp
To configure:
- Go to Admin > Multichannel > WhatsApp
- Connect WhatsApp Business API
- Map WhatsApp number to 3CX extension
- Configure routing (queue, ring group, or user)
- Set auto-reply messages
Facebook Messenger Integration
To configure:
- Go to Admin > Multichannel > Facebook
- Connect Facebook page
- Configure routing destination
- Set auto-reply and office hours behavior
SMS/MMS Integration
Prerequisites:
- SMS provider account
- Virtual SMS number
To configure:
- Go to Admin > Multichannel > SMS
- Add SMS provider (Twilio, 3CX SMS, etc.)
- Configure credentials
- Map SMS number to 3CX extension
- Set routing rules
Unified Queue for All Channels
Create a single queue handling phone, chat, WhatsApp, and SMS:
- Create or select existing queue
- In queue settings, enable additional channels
- Configure channel-specific routing rules
- Agents receive interactions from all enabled channels
3CX Web Client Usage
Logging In
- Open your web browser and navigate to your 3CX Web Client URL
- Enter your email address and password
- Click Login
- Select your preferred device/browser for calls if prompted
Installing Web Client as PWA (Chrome)
- Login to your Web Client
- Click the download icon in your browser's address bar
- Click Install in the dialog that appears
- Choose whether to pin 3CX to your taskbar (recommended for easier access)
- To enable launch at startup: type
chrome://apps, right-click on 3CX, enable Launch at Startup
Installing Web Client as PWA (Microsoft Edge)
- Login to your Web Client
- Click the icon highlighted in your address bar
- Click Install
- In the App Installed dialog:
- Enable Pin to taskbar
- Enable Auto-start on device login
- Click Allow
Click2Call Browser Extension
The Click2Call extension enables you to initiate calls from any website or CRM system. Phone numbers appear "hyperlinked" for you to click and send to the 3CX Web Client.
Installing:
Configuration:
- After installation, choose which 3CX app to use: Softphone or Web Client
- Add URLs to Exception URL list to exclude specific websites from phone number linking
- Useful for websites with accounting information or other sensitive data
Managing Notifications
Click the Bell icon in the Web Client to receive notifications for incoming chats and calls.
Making & Managing Calls
To place a call:
- Click the dialer icon in the top right corner
- Enter phone number or search by name, extension number, or email
- Click the handset icon to start
During a call, you can:
- Transfer a call - Click Transfer and enter name or number
- Attended Transfer - Click Att. transfer to announce the call before transferring (call is put on hold)
- Record a call - Click Record button to start/stop recording
- Start a new call - Click New Call to start a separate line without hanging up
- Switch to video - Click Video icon to convert audio to video call
- Start a conference - Add another party directly or in consultative fashion (put on hold, connect to new party, then decide to add or drop)
Call device selection:
- Under the search bar, click "Call using: Browser"
- Choose from available devices/apps
Conference Calls
Starting a Conference from Web Client:
- Start or receive a call
- Click Conference button
- Enter name or number to add
- Choose Add directly to add participant immediately, or Consultative to put first caller on hold and speak to new participant first
- Click Add to include in conference
- Repeat to add more participants
Managing Conference:
- View all active participants
- Mute individual participants
- Remove participants from conference
- Drop individual callers while keeping conference going
- Transfer entire conference to another extension
Managing Status & Boss-Secretary State
Setting your status:
- Click your avatar in the top right corner
- Select status from dropdown
- Status color automatically changes to yellow when line is busy
- Use pencil icon to set custom status message
- Click "Set status temporarily" to time-limit your status
Status & Forwarding Settings (Settings → Call Forwarding):
- Enable/disable push notifications per status
- Rename Lunch and Business Trip statuses
- Set seconds before unanswered call forwarding for Available and Lunch statuses
- Configure forwarding rules for unanswered calls
- Set Caller ID exceptions to override forwarding
- Set office and break hours
- Also ring my mobile - Simultaneous ringing to mobile
- Accept multiple calls - Allow multiple simultaneous incoming calls
- Accept PUSH notifications - Enable for browser-based calling
Forwarding Destination Options:
- Same as all calls - Use the default forwarding rule
- Voicemail - Send directly to voicemail
- Extension number - Forward to another extension or its voicemail
- My Mobile - Forward to external mobile number (external calls only)
- Rebound - Announce caller and allow accept/reject
- Call Deflection (302) - Forward at provider level (provider must support)
- External Number - Forward to any external number
- System Extension - Forward to system extension
- Send busy - Return busy signal
Admin Option:
- To prevent users from configuring their own forwarding rules, enable Hide Call Forwarding Rules in Users > Options > Restrictions
Boss-Secretary State:
- If enabled for your account, set to Active/Inactive from status menu
- Allows executive/assistant call handling configuration
Auto-Switch Status Based on Working Hours
To configure:
- Go to Settings → Call Forwarding → Switch Status
- Choose to use regular office hours or add your own
- Your extension will follow these hours and automatically change status
Automatic Status Changes:
- During office hours - Extension status switches to "Available"
- Outside office hours - Extension status switches to "Do Not Disturb"
- During break times - Extension status is set to "Away"
Optional:
- Override group office hours and create specific office hours for your extension
- Disable outbound calls outside of office hours
Caller ID Exceptions to Working Hours
To create exceptions:
- Go to Settings → Call Forwarding → Exceptions
- Click + to add new exception
- Enter caller ID (specific number or pattern)
- Select "Received During" hours
- Select "Forward To" destination
- Optionally enable "Rebound" - forwarded calls not answered by destination automatically return to original extension
- Click OK
Use cases:
- Always accept calls from VIP clients regardless of working hours
- Always send marketing calls to voicemail during working hours
Team View - Departments & Groups
View options:
- Default view shows all members of groups you're part of
- Change view from dropdown (departments, groups, etc.)
- Click star icon to add colleagues to Favorites
- Use contacts toggle to show personal contacts (listed after colleagues)
Chat with Colleagues and Customers
Access: Web Client → Chat (left-side menu)
Features:
- Send/receive instant messages with colleagues
- Live chat with website visitors
- WhatsApp integration
- Facebook Messenger integration
- SMS/MMS messages from customers
Chat Templates:
- Can be created and edited by group managers
- Allow quick response with predefined messages
- Can be organized into categories and languages
Managing Contacts
Contacts tab features:
- Manage (edit, add, delete) and call contacts
- Searchable list of all contacts
- Filter by Phonebook source (Company, Department, Personal, M365, Google, CRM)
- Badge indicates which Phonebook a contact belongs to
Video Conferencing
To start:
- Click Meet option in left-hand menu of Web Client
- Start immediate conference or schedule for later
See Video Conferencing manual for full feature details.
Advanced Troubleshooting
Audio Quality Issues
One-way audio (can hear but not be heard)
- Cause: NAT/Firewall blocking RTP ports
- Solutions:
- Enable SIP ALG on router (may cause issues, test first)
- Use 3CX SBC or router phone
- Disable SIP ALG and enable STUN
- Configure port forwarding (5004-5060 for SIP, 9000-9049 for RTP)
Choppy audio or echo
- Cause: Network latency, codec mismatch
- Solutions:
- Check codec priority (G.711 for best quality, G.729 for bandwidth saving)
- Check network bandwidth and QoS settings
- Disable echo cancellation on IP phone if using SIP trunk with built-in echo cancellation
Call Dropping
Common causes:
- NAT timeout (UDP connections closed by router)
- Poor internet connectivity
- SIP keepalive not configured
Solutions:
- Enable SIP keepalive (register every 30-60 seconds)
- Use 3CX SBC for better NAT handling
- Configure NAT keepalive on IP phones
- Check internet stability
Registration Failures
Phone says "Registering" or "Registration Failed"
Check:
- Correct MAC address - No dashes or colons
- Network connectivity - Phone can reach 3CX server
- Firewall rules - Ports 5001 (https) and 5090 (secure SIP) open
- SBC status - If using SBC, ensure it's running
- Extension availability - Extension not already assigned to another device
Debug steps:
- Check phone's web interface for error logs
- Restart 3CX services
- Delete and re-add phone in 3CX admin
- Reset phone to factory defaults and re-provision
Queue Issues
Calls not reaching queue
- Check office hours - may be routing elsewhere
- Verify DID is assigned correctly
- Check if queue members are enabled
- Review queue failover destination
High abandonment rate
- Reduce maximum wait time
- Add more queue members
- Improve queue announcements (provide wait time, position)
- Reduce wrap-up time
Agents not receiving calls
- Verify agent is logged in
- Check agent's status (available, busy, DND)
- Review ring strategy settings
- Ensure agent is enabled in queue member list
IVR Issues
Callers can't press keys
- Check DTMF settings on SIP trunk
- Verify IVR prompt format (WAV, 8kHz, 16-bit, Mono)
- Test IVR from different phones
IVR loops or misrouted calls
- Check IVR digit destinations
- Verify child IVRs exist if referenced
- Review office hours configuration (may be overriding IVR)
SIP Trunk Issues
Outbound calls failing
- Check trunk registration status
- Verify authentication credentials
- Review codec compatibility with provider
- Check provider documentation for required settings
Inbound calls not ringing
- Verify DID is assigned correctly
- Check inbound rules
- Review office hours configuration
- Test with provider (they may see calls but not reaching)
Trunk registration fails
- Verify SIP server address
- Check username/password
- Confirm firewall allows outbound SIP (port 5060)
- Some providers require specific outbound proxy
Network Issues
Port Requirements for 3CX
| Port |
Protocol |
Purpose |
| 5001 |
TCP/HTTPS |
Web management |
| 5060 |
UDP/TCP |
SIP signaling |
| 5061 |
TCP/TLS |
Secure SIP (for tunnels) |
| 5090 |
UDP/TCP |
Secure SIP (local) |
| 9000-9049 |
UDP |
RTP audio |
Firewall configuration:
- Open inbound ports for 3CX server
- Allow outbound from IP phones to 3CX server
- Configure QoS to prioritize VoIP traffic
QoS recommendations:
- Tag VoIP traffic as DSCP EF (Expedited Forwarding)
- Prioritize SIP signaling over RTP
- Reserve bandwidth for voice calls
Database Troubleshooting
Check call records:
-- Find recent calls to specific extension
SELECT * FROM cl_calls
WHERE id IN (
SELECT call_id FROM cl_segments
WHERE dst_part_id IN (
SELECT id FROM cl_participants
WHERE dn = '100' AND dn_type = 0
)
)
ORDER BY start_time DESC
LIMIT 20;
Find failed calls:
SELECT * FROM cl_calls
WHERE is_answered = false
ORDER BY start_time DESC
LIMIT 20;
Check audit log for recent changes:
SELECT * FROM audit_log
ORDER BY time_stamp DESC
LIMIT 50;
Log File Analysis
Main log location: /var/lib/3cxpbx/Bin/3CXPhoneSystem.log
Common log entries:
SIP registration failed - Registration issue
Call failed - Call termination reason
NAT traversal - STUN/SBC status
Codec mismatch - Audio quality issue
Enable verbose logging:
- Go to Admin > Settings > Advanced
- Set logging level to Verbose
- Reproduce the issue
- Export logs from Admin > Maintenance
- Set logging back to normal (verbose logs use disk space)
Performance Issues
High CPU usage:
- Check for excessive call recordings
- Review number of active calls
- Verify server meets minimum requirements
Poor call quality during peak times:
- Review network bandwidth
- Check for other traffic competing for bandwidth
- Implement QoS for VoIP
- Consider adding more SBCs for distributed locations
Troubleshooting Common Issues
| Issue |
Possible Cause |
Solution |
| Phone not registering |
Wrong MAC address |
Verify MAC in user settings |
| Calls not reaching queue |
Office hours closed |
Check office hours configuration |
| Poor audio quality |
Network/NAT issues |
Enable STUN or use SBC |
| Calls dropping |
Router not configured for 3CX |
Configure SIP ALG or use SBC |
| CSV import fails |
Invalid format |
Use correct CSV template format |
| One-way audio |
RTP ports blocked |
Forward ports 9000-9049 or use SBC |
| Queue not receiving calls |
DID not assigned to queue |
Assign DID in inbound rules |
| IVR not responding |
Wrong audio format |
Convert to WAV 8kHz 16-bit Mono |
| Trunk registration fails |
Incorrect credentials |
Verify username/password with provider |
Database & Logging (for Advanced Debugging)
If you have access to the 3CX database (PostgreSQL):
Key tables:
cl_calls - Call summary records
cl_participants - Extension/queue/trunk details
cl_segments - Call flow paths
cdroutput - Full CDR records
audit_log - Configuration changes
DN Type codes:
- 0 = Extension
- 1 = External Line/Provider
- 2 = Ring Group/Queue
- 5 = Voicemail
- 13 = Inbound Routing
File Locations
| File |
Location |
| Main 3CX log file |
/var/lib/3cxpbx/Bin/3CXPhoneSystem.log |
| CSV import template |
3cx-documentation/ImportExtensionTemplateV20.csv |
| Official 3CX HTML docs |
3cx-documentation/*.html |
| Project index |
PROJECT_INDEX.md |
| Knowledge base |
KNOWLEDGE_BASE.md |
Related Documentation
1---2name: 3cx-voip-system3description: Guide users through 3CX VoIP PBX administration and configuration tasks, plus end-user Web Client usage. Use this skill whenever the user asks about 3CX configuration, setting up extensions, configuring call routing, managing queues, setting up IVR/digital receptionists, provisioning IP phones, configuring SIP trunks, importing extensions in bulk, advanced routing scenarios, multichannel communication (Live Chat, WhatsApp, Facebook, SMS), troubleshooting audio/registration/call issues, installing/using the Web Client app, Click2Call extension, managing status and team view, or any other 3CX administration or end-user task. Even if the user doesn't explicitly mention 3CX but is asking about VoIP PBX configuration, phone system setup, call management, or Web Client usage topics that 3CX handles, use this skill.4---56# 3CX VoIP System Administration & Web Client Usage78## Overview910This skill provides guidance for configuring and managing 3CX VoIP PBX systems, plus using the 3CX Web Client. 3CX is a software-based IP PBX that handles voice over IP calls, call routing, queues, and communication channels including phone, chat, WhatsApp, SMS, and video conferencing. The Web Client provides a browser-based interface for making calls, managing status, conferencing, and multichannel communication.1112## Quick Start1314Identify the user's configuration goal:1516| User says... | Go to section... |17|--------------|------------------|18| "Add a user/extension" | Users & Extensions |19| "Set up call queue" or "ring group" | Call Queues & Ring Groups |20| "Configure office hours" or "IVR menu" | Call Routing & IVR |21| "Provision a phone" or "add IP phone" | IP Phone Configuration |22| "Add external phone line" or "SIP trunk" | SIP Trunk Configuration |23| "Import many users at once" | Bulk Import |24| "Format caller ID" | Caller ID Formatting |25| "Set up BLF" | Busy Lamp Fields |26| "Set up live chat", "WhatsApp", or "Facebook" | Multichannel Communication |27| "Multi-level IVR", "call forwarding", or "overflow" | Advanced Call Routing |28| "Calls dropping", "poor audio", or "one-way audio" | Advanced Troubleshooting |29| "Install Web Client app", "Click2Call", or "how to use Web Client" | 3CX Web Client Usage |30| "Boss-Secretary state", "team view", or "status settings" | 3CX Web Client Usage |3132---3334## Users & Extensions3536### Creating a User37381. Go to **Users** in the admin console392. Click **Add User**403. Enter:41 - First name, last name42 - Extension number (3-6 digits)43 - Email address44 - Set a password for the user454. Select user role:46 - **Owner** - Full admin access including users, configuration, reports, recordings. Can elevate users to Manager or Group Administrator within own group. Can Barge in, Listen in, Whisper.47 - **Manager** - Has Admin view, can configure user settings, create users and elevate roles. Can see reports and recordings. Can Barge in, Listen in.48 - **Group Administrator** - Has Admin view, can configure Call handling, SIP Trunks, WhatsApp, Live chat. By default cannot see reports/recordings, cannot Listen in or Barge in.49 - **Receptionist** - Can override office hours for groups they're a member of. Can see group calls, presence, and perform operations (divert, transfer, pickup, park, intercom).50 - **User** - Basic role. Can only manage their own account and see their own calls (not others'). Can see presence of other users.51 - **System Administrator** (dedicated only) - Can see everything for all groups and SIP trunks. Cannot Barge in or Listen in. Cannot make others System Admin/Owner.52 - **System Owner** (dedicated only) - Can do everything System Admin can plus Barge in, Listen in, view recordings and reports. Only one who can elevate users to System Admin or Owner.535. **Main Group membership** (dedicated only) - Ideally one group per user, but can join multiple. The main group's office hours apply to the user.546. **3CX Talk link** - Each user is automatically assigned a unique 3CX Talk link.557. Click **Save**568. Team members will receive an email with their account details.5758### Assigning an IP Phone to a User59601. Go to **Users** and select the user612. Click the **IP Phone** tab623. Click **Configure a phone**634. Select phone model from dropdown645. Enter the MAC address (no dashes or colons)656. Choose connection type:66 - **RPS** - Remote Provisioning Service (easiest, works for cloud and on-prem)67 - **PnP** - Plug and Play (on-prem only)68 - **DHCP Option 66** - For managed networks69 - **SBC/Router Phone** - For cloud-hosted 3CX with on-site phones707. Click **Add phone**7172### Extension Types7374- **Extension** (dn_type=0) - Individual user75- **External Line/Trunk** (dn_type=1) - SIP trunk or provider76- **Ring Group/Queue** (dn_type=2) - Call distribution group77- **Voicemail** (dn_type=5) - Voicemail box78- **Inbound Routing** (dn_type=13) - DID routing rules7980### Groups8182Extension groups allow you to group extensions together to apply the same language, time zone, and office hours. All extensions are initially assigned to the **Default** group.8384**Group Features:**85- Each group has its own **Mini IVR** for routing calls based on group office hours86- Extension can be part of multiple groups, but follows the office hours of the **Main Group Membership**8788**Creating a Group:**891. Go to **Users** and click **Groups**902. Click **Add Group**913. Specify a name for the group924. In the members section, click **Add** to add members935. Click **Save**9495---9697## Call Queues & Ring Groups9899### Call Queue vs Ring Group100101| Feature | Call Queue | Ring Group |102|---------|------------|------------|103| Callers wait in queue | Yes | No |104| Plays music/announcement | Yes | Yes |105| Reports statistics | Yes | Basic |106| Best for | Support centers | Small teams |107108### Creating a Call Queue1091101. Go to **Admin > Call handling**1112. Click **+ Add Queue**1123. Configure:113 - **Queue Number** - The DN number callers dial114 - **Name** - Display name (e.g., "Support Queue")115 - **Members** - Add extensions to the queue1164. Set ring strategy:117 - **Ring All** - All members ring simultaneously118 - **Linear** - Members ring in order119 - **Circular** - Round-robin distribution120 - **Least Recent** - Member who hasn't answered longest121 - **Random** - Random member selection1225. Configure queue settings:123 - **Maximum wait time** - How long callers wait124 - **Maximum queue size** - Maximum callers waiting125 - **Wrap-up time** - Time before agent receives next call126 - **Failover destination** - Where calls go if queue is full/timeout1276. Upload or record queue announcements (welcome, music on hold, position announcement)1287. Click **Save**129130### Creating a Ring Group1311321. Go to **Admin > Call handling**1332. Click **+ Add Ring Group**1343. Configure similar to Queue but without queue-specific options1354. Set ring strategy for the group1365. Click **Save**137138### Queue Statistics Available139140- Call volume per queue141- Average wait time142- Abandoned call rate143- Agent performance144- SLA compliance145146---147148## Call Routing & IVR149150### Office Hours Configuration1511521. Go to **Admin > Office hours**1532. Click on days to set opening hours1543. Add break times (lunch, meetings)1554. Set time zone if group is in different zone1565. In **Assigned DID numbers** section:157 - Select an unassigned DID158 - Set destination for:159 - **During office hours** - Ring group, user, voicemail, digital receptionist, or queue160 - **Out of office hours** - Same destination options161 - **During break** - Same destination options162163### Holidays Configuration1641651. In Office hours page, click **Add** under **Set your Holidays**1662. Specify date and time for each holiday1673. Calls on holidays route as "out of office hours"168169### Overriding Office Hours1701711. Click your avatar (requires Receptionist or Manager role)1722. Select **Override office hours**1733. Choose:174 - Pre-set status (Open, Closed, Break, etc.)175 - **Custom** - Set your own status and duration176 - **Play announcement and end call** - For emergencies or training1774. Click **OK**1785. Override remains active until time expires179180### Digital Receptionist (IVR) Configuration1811821. Go to **Admin > Call handling**1832. Click **+ Add digital receptionist**1843. Enter name (e.g., "Main Menu", "Public Holiday")1854. Optionally assign a DID directly:186 - Calls will ALWAYS go to this IVR, skipping office hours1875. Upload or record greeting:188 - Format: **PCM, 8 kHz, 16 bit, Mono WAV**189 - Do not use MP3190 - Don't use reserved characters: `< > : " / \ | ? * &`191 - Example: "Thank you for calling XYZ. Press 1 for sales, 2 for support"1926. For each digit, set destination:193 - User, Voicemail box, Ring group, Queue, or another Digital receptionist1947. In **Options** tab, configure:195 - Prompt language196 - SMS alternative route1978. Click **Save**198199---200201## IP Phone Configuration202203### Provisioning Methods204205**RPS (Remote Provisioning Service)**206- Easiest method, works for cloud and on-prem207- Phone contacts vendor RPS server on boot208- 3CX sends provisioning URL to vendor RPS209210**PnP (Plug and Play)**211- For on-prem installs or with SBC on-site212- Phone broadcasts, 3CX detects it213- Assign phone in admin console214215**DHCP Option 66**216- For large managed networks217- Phones all from same vendor218- Enter base URL in DHCP server219220### Adding a Phone to Extension2212221. Go to **Users** and select user2232. Click **IP Phone** tab2243. Click **Configure a phone**2254. Select phone model2265. Enter MAC address (no dashes/colons)2276. Select connection method228229### Router Phone / SBC (for Cloud 3CX)230231If 3CX is hosted in cloud, need router phone or SBC on local network:232233**Router Phone Models:**234- Fanvil: V64, V65, V62, X4U-V2, X5U-V2, X6U-V2, X7-V2, X7C-V2, X210-V2, X210i-V2235- Snom: D862, D865236- Yealink: T53, T53C, T53W, T54W, T57W237238Router phone provides:239- Encrypted voice traffic240- Automatic reconnection on dropout241- Combines SIP and RTP to overcome firewall issues242- Saves bandwidth by routing internal calls locally243244### Provisioning with STUN2452461. In phone configuration, enable STUN2472. Enter STUN server: `stun.3cx.com:3478`2483. Helps with NAT traversal249250### Manual Phone Configuration2512521. Get provisioning URL from 3CX admin2532. Access phone web interface (get IP from phone display)2543. Enter provisioning URL in phone's provisioning settings255256---257258## SIP Trunk Configuration259260### Adding a SIP Trunk2612621. Go to **Admin > SIP Trunks**2632. Click **Add SIP Trunk**2643. Select trunk type:265 - **Standard** - Most SIP providers266 - **3CX Tunnel** - For connecting to another 3CX2674. Enter trunk details:268 - **Trunk Name** - Display name269 - **Main DID Number** - Primary phone number270 - **Additional DIDs** - Add more numbers if available2715. Enter provider SIP details:272 - SIP server/Registrar273 - SIP domain274 - Outbound proxy (if required)275 - Authentication credentials (username/password)2766. Configure codec preferences2777. Click **Save**2788. Test the trunk279280---281282## Bulk Import283284### CSV Template Format285286The `ImportExtensionTemplateV20.csv` template contains these key fields:287288| Field | Description | Required |289|-------|-------------|----------|290| Extension | Extension number | Yes |291| First Name | User's first name | Yes |292| Last Name | User's last name | Yes |293| Email | User email address | Yes |294| Mobile | Mobile number | No |295| Department | Department name | No |296| Role | Extension/Receptionist/Manager | No |297| Password | User password | Yes |298| MAC Address | For IP phone provisioning | No |299| Phone Model | If provisioning phone | No |300301### Importing Extensions302303**CSV Import:**3041. Create a CSV file with this format: `FirstName,LastName,EmailAddress,MobileNumber`305 - Example: `James,Bond,jamesbond@3cx.com,+35999979777`306 - Download a sample template from the import page307 - Additional fields can be imported: Extension, Department, Role, Password, MAC Address, Phone Model3082. Go to **Admin > Users**3093. Click **Import**3104. Upload the CSV file3115. Review and confirm import312313**Microsoft 365 Integration:**314- Requires a dedicated 3CX instance315- Automatically import extensions and sync users when Microsoft 365 users are added/removed316- See Microsoft 365 integration guide for setup details317318---319320## Caller ID Formatting321322### Configuring Caller ID Rules3233241. Go to **Admin > Caller ID**3252. Click **Add rule**3263. Set conditions:327 - **Inbound from** - Trunk or DID328 - **Outbound from** - Extension or ring group3294. Define format transformation:330 - Remove/add country code331 - Reformat number pattern3325. Test the rule333334### Common Format Patterns335336- **International**: `+1XXXXXXXXXX`337- **National (US)**: `(XXX) XXX-XXXX`338- **E.164**: `+<country_code><number>`339340---341342## Busy Lamp Fields (BLF)343344### Setting Up BLF3453461. Go to **Users** and select the user3472. Click **BLF** tab3483. Add BLF buttons:349 - **Target Extension** - Which extension to monitor350 - **Label** - Display text on button3514. Configure button behavior:352 - Speed dial (press to call)353 - Call pickup (press to answer ringing call)3545. Save changes3556. Reboot phone to apply356357---358359## Advanced Call Routing360361### Multi-Level IVR Menus362363Create nested IVRs for complex call trees:364365**Example Structure:**366```367Main Menu (IVR: 100)368├── Press 1 → Sales Department (IVR: 101)369│ ├── Press 1 → New Sales (Queue: 201)370│ ├── Press 2 → Existing Accounts (Queue: 202)371│ └── Press 0 → Receptionist (Ext: 100)372├── Press 2 → Support (Queue: 200)373├── Press 3 → Billing (Ext: 150)374└── Press 0 → Operator (Ext: 100)375```376377**To configure:**3781. Create child IVRs first (Sales, Billing, etc.)3792. Create parent IVR (Main Menu)3803. In parent IVR, set destinations to child IVRs for relevant digits3814. Configure "Return to main menu" option in child IVRs if needed382383### DID Routing Strategies384385**Multiple DIDs to Single Queue**386- Assign multiple DIDs to one queue387- Useful for different marketing numbers, regional numbers388- Callers don't see difference in service389390**DID to Direct Extension**391- Assign DID directly to a user392- Bypasses IVR for VIP customers or dedicated lines393394**DID to Digital Receptionist**395- Use when IVR should always apply396- Bypasses office hours routing397398**Time-Based DID Routing**399- Route same DID differently based on:400 - Office hours (configured in DID settings)401 - Specific time periods (requires rule-based routing)402403### Call Forwarding404405**Types of Call Forwarding:**406- **Forward All** - All calls to another number/extension407- **Forward Busy** - When user is on another call408- **Forward No Answer** - After X rings409- **Forward External** - Forward to mobile or external number410411**To configure:**4121. Go to **Users** and select user4132. Click **Forwarding** tab4143. Set forwarding rules for each type4154. Configure ring count before no-answer forward4165. Optionally require confirm before external forward417418### Conditional Routing419420Create routing based on:421- **Caller ID** - Route specific callers differently422- **Time of day** - Different routes for business/after hours423- **Day of week** - Weekend vs weekday routing424- **Trunk** - Different routes per incoming trunk425426**To configure caller-based routing:**4271. Go to **Admin > Inbound Rules**4282. Click **Add Rule**4293. Set condition (Caller number or pattern)4304. Define destination431432### Queue Overflow Strategies433434When queue is full or timeout reached:435436**Options:**437- **Forward to another queue** - Overflow to backup queue438- **Send to voicemail** - Leave a message439- **Route to digital receptionist** - Offer other options440- **Transfer to external number** - Overflow to call center or backup line441- **Play announcement and disconnect** - Inform and hang up442443**To configure:**4441. Edit queue settings4452. Set **Maximum wait time** and **Maximum queue size**4463. Configure **Failover destination**4474. Set **No answer timeout** for individual queue members448449### Recording Calls450451**Enable call recording:**4521. Go to **Admin > Settings > Advanced**4532. Enable **Call Recording**4543. Choose recording scope:455 - All calls456 - External calls only457 - Per extension/queue4584. Set storage location4595. Configure retention policy460461**Per-extension recording:**4621. Go to **Users** and select user4632. Enable recording for specific extension4643. Set to "Always", "Never", or "User can enable"465466### Call Privacy467468**Privacy options:**469- **Hide caller ID** - Block outbound caller ID470- **Anonymous call rejection** - Reject calls with blocked caller ID471- **Do not disturb** - Send all calls to voicemail472473**To configure:**4741. Go to **Users** and select user4752. Click **Privacy** tab4763. Enable desired privacy options477478---479480## 3CX Talk & Meet Links481482### 3CX Talk Links483484**What are 3CX Talk links?**485- Weblinks that allow people to call you or your company just by clicking486- No need to dial a number or pay for the call487- Visitors don't need any special app - works from any browser on computer or smartphone using WebRTC488- Example links:489 - User link: `https://pbx002.3cx.cloud/mariajohnson/`490 - Company link: `https://pbx002.3cx.cloud/mycompany/`491492**User Talk Links:**493- Each user gets their own 3CX Talk link494- Add to email signature or share with clients495- Users can find and edit their Talk link "friendly name" in **Settings > General**496497**Company Talk Links:**498- Paste on your website or company email signature499- Edit from **Admin > Call Handling** in your **Call Queue** or **Ring Group** settings500501### 3CX Meet Links502503**What are 3CX Meet links?**504- Sharing the 3CX Meet link lets visitors go directly to your meeting room505- Start ad-hoc video conferences instantly506- Example: `https://pbx002.3cx.cloud/meet/mariajohnson/`507508**Spam Prevention:**509- Configure to request Name and Email first510- Accept or reject calls based on caller information511512---513514## Multichannel Communication515516### Live Chat Integration5175183CX includes built-in live chat for web visitors.519520**To enable live chat:**5211. Go to **Admin > Multichannel**5222. Enable **Live Chat**5233. Configure chat widget:524 - Widget title, welcome message525 - Branding colors526 - Operating hours (links to office hours)527 - Queue destination for incoming chats5284. Get embed code for website529530**Chat routing:**531- Route to queue, ring group, or specific user532- Use same queue for phone and chat (agents handle both)533- Chat-only queues for dedicated chat agents534535### WhatsApp Integration536537**Prerequisites:**538- WhatsApp Business API access539- Phone number verified with WhatsApp540541**To configure:**5421. Go to **Admin > Multichannel > WhatsApp**5432. Connect WhatsApp Business API5443. Map WhatsApp number to 3CX extension5454. Configure routing (queue, ring group, or user)5465. Set auto-reply messages547548### Facebook Messenger Integration549550**To configure:**5511. Go to **Admin > Multichannel > Facebook**5522. Connect Facebook page5533. Configure routing destination5544. Set auto-reply and office hours behavior555556### SMS/MMS Integration557558**Prerequisites:**559- SMS provider account560- Virtual SMS number561562**To configure:**5631. Go to **Admin > Multichannel > SMS**5642. Add SMS provider (Twilio, 3CX SMS, etc.)5653. Configure credentials5664. Map SMS number to 3CX extension5675. Set routing rules568569### Unified Queue for All Channels570571Create a single queue handling phone, chat, WhatsApp, and SMS:5725731. Create or select existing queue5742. In queue settings, enable additional channels5753. Configure channel-specific routing rules5764. Agents receive interactions from all enabled channels577578---579580## 3CX Web Client Usage581582### Logging In5835841. Open your web browser and navigate to your 3CX Web Client URL5852. Enter your email address and password5863. Click **Login**5874. Select your preferred device/browser for calls if prompted588589### Installing Web Client as PWA (Chrome)5905911. Login to your Web Client5922. Click the download icon in your browser's address bar5933. Click **Install** in the dialog that appears5944. Choose whether to pin 3CX to your taskbar (recommended for easier access)5955. To enable launch at startup: type `chrome://apps`, right-click on 3CX, enable **Launch at Startup**596597### Installing Web Client as PWA (Microsoft Edge)5985991. Login to your Web Client6002. Click the icon highlighted in your address bar6013. Click **Install**6024. In the **App Installed** dialog:603 - Enable **Pin to taskbar**604 - Enable **Auto-start on device login**605 - Click **Allow**606607### Click2Call Browser Extension608609The Click2Call extension enables you to initiate calls from any website or CRM system. Phone numbers appear "hyperlinked" for you to click and send to the 3CX Web Client.610611**Installing:**612- **Chrome**: https://chrome.google.com/webstore/detail/3cx-click2call/baipgmmeifmofkcilhccccoipmjccehn613- **Edge**: https://microsoftedge.microsoft.com/addons/detail/3cx-click2call/kcijpkomlnpfpjmkbghnnmflfebimpfg614615**Configuration:**6161. After installation, choose which 3CX app to use: Softphone or Web Client6172. Add URLs to **Exception URL list** to exclude specific websites from phone number linking6183. Useful for websites with accounting information or other sensitive data619620### Managing Notifications621622Click the **Bell** icon in the Web Client to receive notifications for incoming chats and calls.623624### Making & Managing Calls625626**To place a call:**6271. Click the dialer icon in the top right corner6282. Enter phone number or search by name, extension number, or email6293. Click the handset icon to start630631**During a call, you can:**632- **Transfer a call** - Click Transfer and enter name or number633- **Attended Transfer** - Click Att. transfer to announce the call before transferring (call is put on hold)634- **Record a call** - Click Record button to start/stop recording635- **Start a new call** - Click New Call to start a separate line without hanging up636- **Switch to video** - Click Video icon to convert audio to video call637- **Start a conference** - Add another party directly or in consultative fashion (put on hold, connect to new party, then decide to add or drop)638639**Call device selection:**640- Under the search bar, click "Call using: Browser"641- Choose from available devices/apps642643### Conference Calls644645**Starting a Conference from Web Client:**6461. Start or receive a call6472. Click **Conference** button6483. Enter name or number to add6494. Choose **Add directly** to add participant immediately, or **Consultative** to put first caller on hold and speak to new participant first6505. Click **Add** to include in conference6516. Repeat to add more participants652653**Managing Conference:**654- View all active participants655- Mute individual participants656- Remove participants from conference657- Drop individual callers while keeping conference going658- Transfer entire conference to another extension659660### Managing Status & Boss-Secretary State661662**Setting your status:**6631. Click your avatar in the top right corner6642. Select status from dropdown6653. Status color automatically changes to yellow when line is busy6664. Use pencil icon to set custom status message6675. Click "Set status temporarily" to time-limit your status668669**Status & Forwarding Settings (Settings → Call Forwarding):**670- Enable/disable push notifications per status671- Rename Lunch and Business Trip statuses672- Set seconds before unanswered call forwarding for Available and Lunch statuses673- Configure forwarding rules for unanswered calls674- Set Caller ID exceptions to override forwarding675- Set office and break hours676- **Also ring my mobile** - Simultaneous ringing to mobile677- **Accept multiple calls** - Allow multiple simultaneous incoming calls678- **Accept PUSH notifications** - Enable for browser-based calling679680**Forwarding Destination Options:**681- **Same as all calls** - Use the default forwarding rule682- **Voicemail** - Send directly to voicemail683- **Extension number** - Forward to another extension or its voicemail684- **My Mobile** - Forward to external mobile number (external calls only)685- **Rebound** - Announce caller and allow accept/reject686- **Call Deflection (302)** - Forward at provider level (provider must support)687- **External Number** - Forward to any external number688- **System Extension** - Forward to system extension689- **Send busy** - Return busy signal690691**Admin Option:**692- To prevent users from configuring their own forwarding rules, enable **Hide Call Forwarding Rules** in **Users > Options > Restrictions**693694**Boss-Secretary State:**695- If enabled for your account, set to Active/Inactive from status menu696- Allows executive/assistant call handling configuration697698### Auto-Switch Status Based on Working Hours699700**To configure:**7011. Go to **Settings → Call Forwarding → Switch Status**7022. Choose to use regular office hours or add your own7033. Your extension will follow these hours and automatically change status704705**Automatic Status Changes:**706- **During office hours** - Extension status switches to "Available"707- **Outside office hours** - Extension status switches to "Do Not Disturb"708- **During break times** - Extension status is set to "Away"709710**Optional:**711- Override group office hours and create specific office hours for your extension712- Disable outbound calls outside of office hours713714### Caller ID Exceptions to Working Hours715716**To create exceptions:**7171. Go to **Settings → Call Forwarding → Exceptions**7182. Click **+** to add new exception7193. Enter caller ID (specific number or pattern)7204. Select "Received During" hours7215. Select "Forward To" destination7226. Optionally enable "Rebound" - forwarded calls not answered by destination automatically return to original extension7237. Click **OK**724725**Use cases:**726- Always accept calls from VIP clients regardless of working hours727- Always send marketing calls to voicemail during working hours728729### Team View - Departments & Groups730731**View options:**732- Default view shows all members of groups you're part of733- Change view from dropdown (departments, groups, etc.)734- Click star icon to add colleagues to Favorites735- Use contacts toggle to show personal contacts (listed after colleagues)736737### Chat with Colleagues and Customers738739**Access:** Web Client → Chat (left-side menu)740741**Features:**742- Send/receive instant messages with colleagues743- Live chat with website visitors744- WhatsApp integration745- Facebook Messenger integration746- SMS/MMS messages from customers747748**Chat Templates:**749- Can be created and edited by group managers750- Allow quick response with predefined messages751- Can be organized into categories and languages752753### Managing Contacts754755**Contacts tab features:**756- Manage (edit, add, delete) and call contacts757- Searchable list of all contacts758- Filter by Phonebook source (Company, Department, Personal, M365, Google, CRM)759- Badge indicates which Phonebook a contact belongs to760761### Video Conferencing762763**To start:**7641. Click **Meet** option in left-hand menu of Web Client7652. Start immediate conference or schedule for later766767See Video Conferencing manual for full feature details.768769---770771## Advanced Troubleshooting772773### Audio Quality Issues774775**One-way audio (can hear but not be heard)**776- Cause: NAT/Firewall blocking RTP ports777- Solutions:778 - Enable SIP ALG on router (may cause issues, test first)779 - Use 3CX SBC or router phone780 - Disable SIP ALG and enable STUN781 - Configure port forwarding (5004-5060 for SIP, 9000-9049 for RTP)782783**Choppy audio or echo**784- Cause: Network latency, codec mismatch785- Solutions:786 - Check codec priority (G.711 for best quality, G.729 for bandwidth saving)787 - Check network bandwidth and QoS settings788 - Disable echo cancellation on IP phone if using SIP trunk with built-in echo cancellation789790### Call Dropping791792**Common causes:**793- NAT timeout (UDP connections closed by router)794- Poor internet connectivity795- SIP keepalive not configured796797**Solutions:**798- Enable SIP keepalive (register every 30-60 seconds)799- Use 3CX SBC for better NAT handling800- Configure NAT keepalive on IP phones801- Check internet stability802803### Registration Failures804805**Phone says "Registering" or "Registration Failed"**806807Check:8081. **Correct MAC address** - No dashes or colons8092. **Network connectivity** - Phone can reach 3CX server8103. **Firewall rules** - Ports 5001 (https) and 5090 (secure SIP) open8114. **SBC status** - If using SBC, ensure it's running8125. **Extension availability** - Extension not already assigned to another device813814**Debug steps:**8151. Check phone's web interface for error logs8162. Restart 3CX services8173. Delete and re-add phone in 3CX admin8184. Reset phone to factory defaults and re-provision819820### Queue Issues821822**Calls not reaching queue**823- Check office hours - may be routing elsewhere824- Verify DID is assigned correctly825- Check if queue members are enabled826- Review queue failover destination827828**High abandonment rate**829- Reduce maximum wait time830- Add more queue members831- Improve queue announcements (provide wait time, position)832- Reduce wrap-up time833834**Agents not receiving calls**835- Verify agent is logged in836- Check agent's status (available, busy, DND)837- Review ring strategy settings838- Ensure agent is enabled in queue member list839840### IVR Issues841842**Callers can't press keys**843- Check DTMF settings on SIP trunk844- Verify IVR prompt format (WAV, 8kHz, 16-bit, Mono)845- Test IVR from different phones846847**IVR loops or misrouted calls**848- Check IVR digit destinations849- Verify child IVRs exist if referenced850- Review office hours configuration (may be overriding IVR)851852### SIP Trunk Issues853854**Outbound calls failing**855- Check trunk registration status856- Verify authentication credentials857- Review codec compatibility with provider858- Check provider documentation for required settings859860**Inbound calls not ringing**861- Verify DID is assigned correctly862- Check inbound rules863- Review office hours configuration864- Test with provider (they may see calls but not reaching)865866**Trunk registration fails**867- Verify SIP server address868- Check username/password869- Confirm firewall allows outbound SIP (port 5060)870- Some providers require specific outbound proxy871872### Network Issues873874**Port Requirements for 3CX**875876| Port | Protocol | Purpose |877|------|----------|---------|878| 5001 | TCP/HTTPS | Web management |879| 5060 | UDP/TCP | SIP signaling |880| 5061 | TCP/TLS | Secure SIP (for tunnels) |881| 5090 | UDP/TCP | Secure SIP (local) |882| 9000-9049 | UDP | RTP audio |883884**Firewall configuration:**885- Open inbound ports for 3CX server886- Allow outbound from IP phones to 3CX server887- Configure QoS to prioritize VoIP traffic888889**QoS recommendations:**890- Tag VoIP traffic as DSCP EF (Expedited Forwarding)891- Prioritize SIP signaling over RTP892- Reserve bandwidth for voice calls893894### Database Troubleshooting895896**Check call records:**897```sql898-- Find recent calls to specific extension899SELECT * FROM cl_calls900WHERE id IN (901 SELECT call_id FROM cl_segments902 WHERE dst_part_id IN (903 SELECT id FROM cl_participants904 WHERE dn = '100' AND dn_type = 0905 )906)907ORDER BY start_time DESC908LIMIT 20;909```910911**Find failed calls:**912```sql913SELECT * FROM cl_calls914WHERE is_answered = false915ORDER BY start_time DESC916LIMIT 20;917```918919**Check audit log for recent changes:**920```sql921SELECT * FROM audit_log922ORDER BY time_stamp DESC923LIMIT 50;924```925926### Log File Analysis927928**Main log location:** `/var/lib/3cxpbx/Bin/3CXPhoneSystem.log`929930**Common log entries:**931- `SIP registration failed` - Registration issue932- `Call failed` - Call termination reason933- `NAT traversal` - STUN/SBC status934- `Codec mismatch` - Audio quality issue935936**Enable verbose logging:**9371. Go to **Admin > Settings > Advanced**9382. Set logging level to **Verbose**9393. Reproduce the issue9404. Export logs from **Admin > Maintenance**9415. Set logging back to normal (verbose logs use disk space)942943### Performance Issues944945**High CPU usage:**946- Check for excessive call recordings947- Review number of active calls948- Verify server meets minimum requirements949950**Poor call quality during peak times:**951- Review network bandwidth952- Check for other traffic competing for bandwidth953- Implement QoS for VoIP954- Consider adding more SBCs for distributed locations955956---957958## Troubleshooting Common Issues959960| Issue | Possible Cause | Solution |961|-------|---------------|----------|962| Phone not registering | Wrong MAC address | Verify MAC in user settings |963| Calls not reaching queue | Office hours closed | Check office hours configuration |964| Poor audio quality | Network/NAT issues | Enable STUN or use SBC |965| Calls dropping | Router not configured for 3CX | Configure SIP ALG or use SBC |966| CSV import fails | Invalid format | Use correct CSV template format |967| One-way audio | RTP ports blocked | Forward ports 9000-9049 or use SBC |968| Queue not receiving calls | DID not assigned to queue | Assign DID in inbound rules |969| IVR not responding | Wrong audio format | Convert to WAV 8kHz 16-bit Mono |970| Trunk registration fails | Incorrect credentials | Verify username/password with provider |971972---973974## Database & Logging (for Advanced Debugging)975976If you have access to the 3CX database (PostgreSQL):977978Key tables:979- `cl_calls` - Call summary records980- `cl_participants` - Extension/queue/trunk details981- `cl_segments` - Call flow paths982- `cdroutput` - Full CDR records983- `audit_log` - Configuration changes984985DN Type codes:986- 0 = Extension987- 1 = External Line/Provider988- 2 = Ring Group/Queue989- 5 = Voicemail990- 13 = Inbound Routing991992---993994## File Locations995996| File | Location |997|------|----------|998| Main 3CX log file | `/var/lib/3cxpbx/Bin/3CXPhoneSystem.log` |999| CSV import template | `3cx-documentation/ImportExtensionTemplateV20.csv` |1000| Official 3CX HTML docs | `3cx-documentation/*.html` |1001| Project index | `PROJECT_INDEX.md` |1002| Knowledge base | `KNOWLEDGE_BASE.md` |10031004---10051006## Related Documentation10071008- [3CX Official Website](https://www.3cx.com/)1009- [3CX Documentation Portal](https://www.3cx.com/docs/)1010- [Project Index](PROJECT_INDEX.md)1011- [Knowledge Base](KNOWLEDGE_BASE.md)1012- [README](README.md)