Resources
PHONE SYSTEM MANAGEMENT
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Phone System Management
Connecting 3CX Systems
Alternatively, you can assign the extensions in Office 1 to start with one number (e.g. 100, 101, 102 where all extensions start with 1), and the extensions in Office 2 to start with a different number (e.g. 200, 201, 202 where all extensions start with 2). This way, users from one office can directly dial the extension number without using a prefix making calling between offices or branches seamless. In this case, when the outbound rule is created, you must ensure that the prefix corresponds to the numbering plan selected and that no digits are stripped.
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Backup & Restore
* Create regular and scheduled backups.
* Εasily upgrade to newer versions.
* Allow hassle-free moving from one machine to another.
* Configure a standby server for fault tolerance.
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Managing your Phone System
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Video Conferencing
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Microsoft 365 & CRM Integration
Configure Microsoft 365 with 3CX
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Configuration guides of other Supported CRMs
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Configuring Salesforce with 3CX
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Calling – Configure Providers / Trunks
Choose a supported SIP Trunk provider
SIP Trunks / VoIP Providers (CloudNett) are a convenient way to connect 3CX to the public switched telephone network (PSTN). 3CX supports leading SIP Trunking Service Providers across the globe.
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Configure your call routing / inbound rules
Inbound rules process and route inbound calls to an extension, an IVR or a queue.
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Configure your SIP Trunk and start calling
To make outbound calls you need to configure at least one SIP Trunk / VoIP Provider. VoIP / SIP Trunk providers “host” phone lines and replace the traditional telco lines. VoIP Providers can assign local numbers in one or more cities or countries and route these to your phone system.
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How to setup SMS / MMS
You can send and receive SMS and MMS messages from within 3CX, avoiding the need for staff to give out personal mobile numbers. Furthermore, you can direct them to queues and ensure they are always answered even if staff are on vacation or busy. This option is mainly for US & Canadian customers. In the US, DID numbers are enabled by default to send and receive SMS.
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Create Users, Configure Apps & Phones
Create & Manage Users
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Deploy an SBC to provision IP Phones on a hosted PBX
The 3CX Session Border Controller (SBC) is a software service that installs in your local network to allow easy connection of IP Phones to a 3CX instance in the cloud, hosted either in your private cloud or by 3CX. The 3CX SBC combines all SIP (signaling) and RTP (media) VoIP Packets from one location and delivers them to the cloud PBX, thereby overcoming common firewall and networking issues that affect reliability.
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Configuring your IP Phones
Use supported IP phones! Supported IP phones are templated and tested with 3CX which means easy setup, certified interop and secure and easy management from the 3CX management console.
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Build your IVR and Call Center
Configuring the IVR / Auto Attendant
You can configure digital receptionists with their own extension number and set these to answer calls based on the number called and the time the call is received, i.e. inside or outside office hours. For example, you can have a different prompt for out of office hours to not include the option(s) to transfer the call to unavailable groups/queues.
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Ring Groups / Paging / Intercom
“Ring Groups” route calls concurrently to multiple phones via virtual extensions, whereas “Paging” is used to make announcements to groups of people, like a PA system.
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Creating Call Queues
Call Queues allow calls to be queued, so that agents can take calls when they are available. If all agents are busy, calls are kept waiting until an agent is available. The Call Queue feature is only available in PRO and ENTERPRISE editions.
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Integrate Live Chat, Facebook & WhatsApp
How to configure Live Chat
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How to configure WhatsApp
WhatsApp integration enables your agents to send a reply to WhatsApp messages directly from 3CX. WhatsApp messages are delivered into the same chat panel as live chat, SMS, and Facebook messages making replying to multiple channels simple.
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How to configure Facebook Messaging
Facebook integration enables your agents to respond to Facebook messages directly from 3CX without having to log into Facebook. Facebook messages are posted as chats allowing to assign messages to a call queue rather than a single extension and even handle them in a queue-based strategy.
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