3CX Power Dialer enables text-to-speech functionality for delivering personalized messages. This tool is designed for 3CX, allowing automated calls to patients or customers through unique contact lists (campaigns). The integration with 3CX Call Flow Designer (CFD) provides limitless possibilities for customizing calls to suit any scenario. Originally intended for medical offices’ appointment reminders, Power Dialer has exceeded expectations and become a valuable asset across various industries, including collections, political campaigns, delivery reminders, school activities, and more. You can dial phone numbers from your database to send reminders, manage deliveries, or handle debt collection, all with personalized messages for a more attentive touch. With 3CX Call Flow Design, you can design voice applications to input customer numbers, verify against a database, and route calls dynamically to the right queue.
3CX Power Dialer enhances your workflow efficiency, saves time, and boosts customer interaction management. It achieves this through streamlined CRM integration, mass call handling, automated reminders, and customizable options.
SEAMLESS INTEGRATION WITH CRM
Integrate your 3CX Power Dialer with your CRM or Practice Management applications for seamless access and updates to appointment details, ensuring a comprehensive view of customer interactions.
HANDLE MASS CALLS
With the ability to handle multiple simultaneous calls based on your 3CX license and available trunks/bandwidth, you can efficiently contact numerous customers at the same time, enhancing productivity and reducing call time.
NEVER MISS AN APPOINTMENT
Utilize automatic reminders to customers for reduced missed appointments and improved customer satisfaction.
CUSTOMIZE YOUR MESSAGES
Utilize text-to-speech functionalities for customized communication, creating tailored or pre-recorded messages to provide adaptability in conveying appropriate information to your clientele.
There are several prerequisites that must be installed prior to installing the 3CX Power Dialer. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server
Several prerequisites must be installed before installing the 3CX Power Dialer. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server
This User Guide contains step-by-step instructions to successfully install the 3CX Power Dialer. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named PowerDialer.exe
You must register your license key to activate the 3CX Power Dialer. Your license key is included in your order confirmation email, and can also be found in your order history on our website.
If you are working with multiple SIP (Session Initiation Protocol) trunks, you can configure calls via the desired SIP trunk. For this, firstly, you need to assign a caller ID to the desired SIP trunk. Secondly, you need to force Power Dialer calls to go through the desired SIP trunk using outbound rules. Power Dialer can prepend digits to the phone number. For example, if you prepend 8888 (using the Power Dialer global setting) to all the phone numbers when the call is placed, you can then create an outbound rule that looks for these prepended digits and route these calls through a specific trunk. This approach means you will need a separate SIP trunk for every DID you want to present, or go in and change the outbound caller ID of the desired trunk before running the dialer campaign.
To assign a Caller ID to your SIP trunk, follow the steps,
In the 3CX Management Console, navigate to SIP Trunks and open the desired SIP trunk through which you want to route the calls.
Figure 1: 3CX Management Console: SIP Trunks
On the tab bar, click Caller ID and in the Configure Outbound Caller ID field, enter the desired Outbound Caller ID that you want to assign to the SIP trunk.
To force the Power Dialer calls to go through the desired SIP trunk using outbound rules, follow the steps,
Navigate to Outbound Rules and in the Outbound Rule Name field, enter the desired Outbound rule name.
Click on the desired extension and in the Calls To Numbers Starting With Prefix field, enter the desired digits to prepend to the calls that you want to route through the desired SIP trunk.
Under the Make Outbound Calls On section,
From the desired route dropdown list, select the SIP trunk through which you want to route the calls.
From the Strip Digits dropdown list, select the count of prepended digits.
Figure 2: 3CX Management Console: Outbound Rules
3. Once you have configured the desired settings, on the top of the Add Outbound Rule window, click OK.
Find the software download link in the Order Confirmation Email, or you can find it in your order history on our website and download the 3CX Power Dialer application.
In the Microsoft Defender SmartScreen, click the More Info option.
Figure 3: Microsoft Defender: More info
Click the Run Anyway option to start the installation.
Click on the software installer downloaded in Step 1. The installation wizard will automatically identify the prerequisites and assist you with each installation required to 3CX Power Dialer. It includes .NET Framework (Web Installer), SQL Server Express (Web Installer), and SQL Server Management Studio.
Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.
Figure 5: Prerequisites setup wizard
In the Prerequisites window, install all the required prerequisites identified by the installer, or select/ unselect the applications based on your requirements and click Next to continue.
Figure 6: Prerequisite Installation Selection
The installer will download and install the selected applications. It may take several minutes to complete.
Figure 7: Prerequisites Installation in progress
The Microsoft SQL Server License Terms page is displayed if you install SQL Server Express. Click Accept to acknowledge the license terms and continue.
Figure 8: Microsoft SQL License Terms
In the Media Location field, browse to change the location and click Install to begin the installation of SQL Server Express.
Figure 9: SQL server selects media download target location
Click Close when you install the prerequisites.
Figure 10: Microsoft SQL installation completed successfully
Installation is in progress. It may take several minutes to complete the installation.
Figure 11: Microsoft SQL downloading install packages
Click Yes in the Confirmation Message Box to reboot the computer.
Click Next on the 3CX Power DialerSetup Wizard screen.
Figure 13: Power Dialer setup wizard
On the Select Installation Folder window, the Folder field displays the path where the 3CX Power Dialer gets installed. You cannot change the location path.
Click Next to continue with the installation.
Figure 14: Power Dialerselect the installation folder
In the 3CX Relay Services window, in the Relay Host field, enter the FQDN of your 3CX server.
NOTE:
Do not include https:// to the Relay host data.
Enter 8801 in the Relay Port field.
Enter the public key you copied from VoIPTools Relay services in the Public Key text area.
Figure 15: Configure Relay services
Click the Test Relay Settings to confirm that ‘3CX Power Dialer’ can communicate with the Relay services running on the 3CX server.
If the ‘3CX Power Dialer’ is successfully able to communicate with the Relay services that run on the 3CX server, a Success message box appears. Click OK. If the test fails, you will not be able to continue until communication with the relay is established.
Click Next to continue with the installation.
Figure16: Test Relay Success
NOTE:
You must set the Relay Port to 8801.
If the Relay test fails, you cannot continue the installation until you establish communication with the Relay. If the test was unsuccessful:
Confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server.
Confirm that you have entered the correct FQDN for the 3CX server.
Confirm that the 3CX Power Dialer and Relay use the same port and protocol.
When configuring 3CX Power Dialer, select an existing Microsoft SQL Server instance in your environment. The database server can be a remote SQL Server or a local instance running on the VolPTools server.
On the SQL Database window in the Server field, select the desired instance of SQL Server.
To use SQL Authentication, uncheck the Trusted Connection checkbox.
In the Username and Password fields, enter valid SQL login account credentials.
Figure 17: Configure SQL database
NOTE:
We recommend you use SQL Authentication rather than Windows authentication. Many of our tools leverage a Call Flow Designer (CFD) application running on the 3CX.Frequently our CFD applications require access to a SQL database. If the 3CX server and the database server are not in an Active Directory domain, Windows authentication will fail.
To use SQL Authentication, you must configure the SQL server to run in Mixed Mode. If you install SQL Server with our tools, we configure SQL in Mixed Mode.
To use Windows Integrated Authentication (not recommended), check the Trusted Connection (Windows integrated authentication) checkbox.
NOTE:
In the Database field, the installer will automatically display the default database name. We encourage you to use the default name. To upgrade or reinstall 3CX Power Dialer, select the current database name from the list.
Click the Tool buttons to confirm connectivity to SQL Server. and click OK on the Test Results message box.
Click OK on the Test Results dialogue box.
Figure 18: TOOL Test SQL Connection results
Click the CFD button to confirm the 3CX connectivity with SQL Server and click OK on the Test Results message box.
Click OK on the Test Results dialogue box.
Figure 19: CFD Test SQL Connection results
Click the Next button to continue with the installation.
Figure 20: Power Dialer setup completed
NOTE:
You can use public IP or FQDN of 3CX server to test the connectivity.
To ensure the authorization of your license key, it is necessary to complete the registration process. By registering with VoIPTools, you gain access to a range of benefits:
Key Replacement Assistance
In the unfortunate event of a lost license key, registering with VoIPTools lets us provide you with a replacement key promptly.
Product Updates and Reminders
By registering, you will receive timely notifications from VoIPTools regarding any product updates. Additionally, we will send reminders when your key is nearing its renewal date, ensuring uninterrupted access to our services.s
Follow the procedure to register your software,
Double-click the 3CX Power Dialer Desktop Icon to open the web application.
On the Login page, do the following tasks,
In the Extension field, enter your 3CX extension number.
In the PIN field, enter your 3CX voicemail PIN.
Click the Login button to log in to your account.
Figure 24: 3CX Power Dialer – Web Portal login
In the top menu, click the Settings menu.
Figure 25: Settings tab
In the Settings menu, click the General Settings option.
Figure 26: General Settings option
On the left side menu, click the Register tab.
Figure 27: Register tab
Enter your license in the License Key field and other mandatory pieces of information and click Register to complete your software registration.
Figure 28: Register software
NOTE:
The license key permits you to install the software on one computer. This is not free software.
The web portal is a Contact Manager that helps you to manage the contact details of your customers.
To access the ‘3CX Dialer’ web portal, click the Web Portal button on the configuration program, or click on the desktop icon that was created during the installation process (3CX Dialer Web).
The 3CX Power Dialer facilitates distinct logins for managers and users, enabling precise demarcation and effective control of their individual roles and responsibilities within an organization.
The General settings screen enables you to register a license for 3CX Dialer and configure Microsoft SQL Server Settings and Email Server Settings. You can also view the list of installed CFDs.
SQL tab enables you to configure Microsoft SQL Server Settings. The dialer uses the Contacts Connection String to connect to the required database and get the contact details.
On the SQL tab in the Contacts Connection String section, select the SQL radio box.
Figure 32: SQL radio box
In the SQL Connection Setup popup enter the following details,
In the Server Name field, enter the IP address of your server.
You can select either the Use Windows Authentication radio box for authenticating using Windows or you can select the Use SQL Server Authentication radio box for authenticating using SQL.
If you have selected authentication by SQL server, enter your credentials in the User Name and the Password fields.
Click the Test Connection button to test the connection to the SQL server and click OK.
The SMS feature in a Power Dialer enables quick text-based communication, aiding follow-ups, engagement, and efficient customer service, expanding reach and providing documented interaction within the platform.
Ensure you have SIP services from a supported carrier.
Enable SMS Texting on Number:
Activate SMS texting on your phone number through the carrier’s settings or dashboard.
Obtain API Security Credentials:
Obtain your carrier’s SMS Messaging API security credentials (e.g., API Key, Secret Key) from your carrier’s portal or support documentation.
Recipient’s Carrier
The recipient’s carrier refers to the mobile service provider associated with the contact’s phone number. Knowing this carrier is vital for using the email-to-SMS method, as each carrier has a unique format (e.g., [PhoneNumber]@[CarrierGateway]) to convert emails into SMS messages for delivery.
Text-to-speech (TTS) represents a method of speech synthesis that transforms text into audible speech. Within the TTS Settings tab, you have the option to select the preferred TTS type, either Windows or Amazon Polly. The speech synthesizers furnished by Microsoft for employment with applications utilizing the Microsoft Speech API or the Microsoft Speech Server Platform are known as the Microsoft text-to-speech voices. Conversely, Amazon Polly operates as a Text-to-Speech (TTS) service employing sophisticated deep-learning techniques to produce speech that closely resembles human vocalization.
In the Settings screen, click the TTS Settings tab.
From the TTS Type dropdown list:
Select Windows TTS to create TTS using Microsoft Speech API and click Save.
Figure 46: Windows TTS
Select Amazon Polly if you want to use create TTS using Amazon Web Services.
In the Amazon ID field, enter a valid Amazon ID.
In the Amazon Key field, enter a valid Amazon Key to log in.
Click Save.
Figure 47: Amazon Polly
NOTE:
To know how to create Amazon Web Services (AWS) account and generate AWS access key ID and secret key id, click here.
This feature is to provide you with the ability to control the ringing sound during incoming calls. The Ringing section lets you mute/unmute the notification to the callers.
Follow the procedure to configure the Ringing settings,
In the Ringing section, check the Mute Ring check box to mute the ringing sound or uncheck the Mute Ring box to unmute the ringing sound.
Click Save to save the setting.
Click the Test button to verify whether the ring is turned ON or turned OFF.
The Timeout feature lets you configure the timeout settings and call attempts for the 3CX Power Dialer.
In the Timeouts section and in the Get Call ID Attempts box, set the desired number so that if the call is not received, then the call attempts will be made as per the set number of times.
NOTE:
When a call remains unanswered after specified attempts, the Run Report in the Dialer tab will indicate the call status as “Call Failed.”
From the Drop call if no answer (seconds) box, set the desired number (in seconds) so that if the call is not received within the set number of seconds, then the call will be dropped.
Site Settings enable you to optimize the branding, visual appeal, data presentation, and personalization aspects of your application, resulting in an enhanced user experience and reinforcing the brand presence of your organization.
Follow the procedure to configure the site settings,
On the top menu hover over the Settings menu.
Figure 54: Settings menu
Select the Site Settings option from the dropdown.
You can access the Import screen only as a Manager. As a Manager, you have the privilege of importing contacts from a CSV file into the central repository of contacts. Additionally, you can utilize the proficient query builder integrated within the system to effectively locate your desired contacts.
Click Expand button beside the contact to which you want to add the appointment.
Figure 74: Add Appointments – Expand Button
In the column header, click Add button to add a new appointment for the contact.
From the Appointment Type dropdown, select the type of appointment that you want to add for the contact.
Figure 75: Web Portal: Add Appointment for Contact
From the Date Start calendar, select the start date and time at which the appointment starts for the contact, and from the End Date calendar, select the end date and time at which the appointment ends for the contact.
Figure 76: Add an Appointment – Date and Time Settings
Select an appointment status in the Appointment Status list. The Appointment Status field automatically displays the appointment status.
Click Save to save the appointment.
Figure 77: Appointment status type
NOTE:
You can interchange the columns in your preferred way by dragging the columns.
The Variables feature facilitates the inclusion of variables in your SMS or in your Email, providing a straightforward mechanism for incorporating database data into your text-to-speech recordings. A variable serves as a placeholder that is replaced with relevant information from the database during the creation of the recording. The available fields in the variable list are determined by the SQL command entered on the Contactstab.
Follow the procedure to include the field variables in your script,
In the SMS tab or in the Email tab, click the Variables button to open the list of field variables.
Figure 85: Variables button
In the Help box, select the desired field variable and click the Copy button.
Figure 86: Select field variables
Close the Help box and click the Paste button to paste the selected variables.
Figure 87: Paste variables
The variables get pasted in the text area,
Figure 88: Field variables pasted in the text area
You can click the Verify Email/ Verify SMS button to verify your script.
The purpose of the Contacts tab is to provide a centralized location for managing and accessing contact details. This tab is designed to facilitate the retrieval and organization of contact information stored in a database.
Follow the procedure to retrieve the contact information from the database,
In the Dialer menu, click the Contacts tab.
In the Query field, type the appropriate ‘SQL Query’ to retrieve the desired contact details from the database.
From the Phone dropdown, select the appropriate column name that represents the phone number so that the dialer uses the number specified in that column to make a call.
From the Email dropdown, select the appropriate column name that represents the email address so that the dialer uses the email address specified in that column to send the email message.
From the SMS Text dropdown, select the appropriate column name that represents the SMS text so that the dialer uses the number specified in that column to send the SMS text.
In the Prepend section and from the Prepend Digits field, set the desired value so that when you attempt to call a number, the Power Dialer will prepend the digit to your number.
In the Strip Digits box, set the value to the number of prepend digits.
For example, if you enter 8852 in the Prepend Digits field, you must enter Four in the Strip Digits field.
Click the Get Data button to view the contact data retrieved from the database and click Save to save your changes.
Figure 92: Contacts tab – Contacts displayed
NOTE:
You can configure any one or two or all of ‘Phone’, ‘Email’ and/ or ‘SMS’ so that the dialer responds accordingly.
The Prepend section enables you to configure the ‘Prepend’ settings. When you call a number, the ‘Power Dialer’ will add the ‘Prepend Digits’ to the beginning of your phone number. The ‘Strip Digits’ defines the number of prepend digits and you should set it manually.
Call the contact, and all the available extensions in the associated queue will receive the call. In case if all the extensions are busy, then the call will be on hold until an extension is available.
When the Power Dialer is configured to make appointment reminders, the contact is given the option to press 1 to confirm the appointment, or press 2 to be connected with a customer service representative. When they press 1 or 2 this information is written to a log file.
On the Appointment ConfirmationSettings section,
In the Monitor Queue Extension list, select the queue you want to monitor
In the Max Callers In The Queue field, enter the maximum number of callers waiting in the queue.
The Setup tab allows you to schedule the call for the desired contact. You can make four types of calls:
Case 1: Transfer Call To Dialer App as Play Announcement:#
In the Total Max System Calls box, type or select the maximum number of active PBX calls so that when this number is reached, the dialer will not make calls.
From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
Figure 110: Play announcement
NOTE:
If the entire PBX has this many active calls (Total Max System Calls) then the dialer will pause making calls. This setting is used to ensure that the dialer does not consume all the available 3CX simultaneous calls. For example, if you want to be sure there are always 4 lines free for non-dialer calls and you have 16 SC 3CX license, then enter 12 for this value.
Case 2: Transfer Call to Dialer App as an Appointment#
From the Total Max System Calls box, type or select the maximum number of active PBX calls so that when this number is reached, the dialer will not make calls.
From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
In the Monitor Queue Extension list, select the Queue/ IVR/ extension to monitor.
In the Max Callers In Queue field, enter the maximum number of callers in the queue.
Figure 111:Scheduler Dialer Call – Appointment
CASE 3:Transfer Call to Dialer App as Transfer Call to Agent#
From the Total Max System Calls box, type or select the maximum number of active PBX calls so that when this number is reached, the dialer will not make calls.
From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
In the Monitor Queue Extension list, select the queue to which you want the dialer to transfer the contact..
Figure 112:Scheduler Dialer Call – Transfer Call to Agent
CASE 4:Transfer Call to Dialer App as Transfer Call to Extension#
From the Total Max System Calls box, type or select the maximum number of active PBX calls so that when this number is reached, the dialer will not make calls.
From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
In the Transfer To list, select the Extension to transfer the call.
Figure 113: Scheduler Dialer Call – Transfer Call to Extension
The Run tab lets you export the report of your campaign run in various formats including PDF, CSV, and XLS. By doing so, it lets you gain access to a comprehensive and easily accessible record of your campaign’s performance. Exporting the campaign run report in PDF, CSV, and XLS formats lets you effectively analyze, track, present, and store your campaign data. This feature enhances your decision-making, facilitates collaboration, and ensures transparency in the evaluation of your campaign’s performance.
Click Stop to stop the dialer from making calls to the campaign.
Figure 114: Run the dialer
NOTE:
The Power Dialer initiates contact with the first entry in the table during a campaign run. After contacting, each subsequent contact moves up in the table. The completed contact moves to the next row. This pattern continues, cycling through contacts until the end of the campaign. At the end, the first contact is displayed last, allowing real-time monitoring of the current contact being dialed as it appears at the top.
The Reports tab gives you detailed call information made using Power Dialer. You can also export these reports to your local in different file formats.
Figure 120: Reports tab
Campaign
The name of the campaign under which the calls are made.
Dialed Number
The number from which the call is made.
Disposition
The field displays the names of the codes created in the Wrapup Codes Client application. It is visible only when both the Power Dialer and the Wrapup Codes Client application are in use.
Job ID
The unique ID of a customer. Data is taken from the contacts list.
Work Order
The work order of the calls corresponds to the work order specified in the Contacts tab.
Phone Status
It indicates the status of the phone call. “Answered” indicates that the call is answered by the customer.
Customer Name
Indicates the status of the sent Email. “Sent” indicates the Email is sent successfully. “Failed” indicates the Email was not sent successfully.
Email
Email ID of the agent who started the campaign.
Email Status
Indicates the status of the sent SMS. “Sent” indicates the SMS is sent successfully. “Failed” indicates the SMS was not sent successfully.
SMS
SMS ID of the agent who started the campaign.
SMS status
Indicates the status of the sent SMS. “Sent” indicates the SMS is sent successfully. “Failed” indicates the SMS is not sent successfully.
Call time
The date and time of the call. The date format is mm/dd/yyyy. The time format is a 12-hour clock in hh:mm:ss.
Company
Name of the company.
Address
The address of the caller or the address of the company.
City
The city of the caller or the city of the company.
State
The state of the caller or the state of the company.
Zip Code
The zip code of the caller or the zip code of the company.
Country
The country of the caller or the country of the company.
You can organize the available columns into logical groups to enhance the professional presentation of your data. By doing so, you achieve a more refined perspective on your data.
Follow the procedure to group the columns,
Drag and drop the desired column at the space provided above the column.
Figure 123: Columns grouped
NOTE:
The Campaign column is grouped by default.
Click the Expand button to view your grouped data.
You get quick answers to most of your inquiries in our online manual. If you prefer direct contact, we offer various support channels, including phone, email, live chat, and our helpful VoIPTools forums.
Rest assured, our dedicated team is here to assist you around the clock, every day of the year. Whether you’re based in the USA or India, we’re ready to provide prompt responses to your technical queries.
Windows Event Log for VoIPTools Applications and Services #
For troubleshooting any application errors, our Windows Event Log contains a comprehensive list of error messages, warnings, and informative notes related to all our VoIPTools applications and services. It’s a valuable resource to help you pinpoint and resolve any issues you may encounter.
Are you looking to collaborate with other VoIPTools customers facing similar challenges? Our forum is the perfect platform to exchange ideas, solutions, and best practices. Join the conversation at: https://www.voiptools.com/community/
Got questions that need immediate answers? Our chat support team is available to assist you in real-time. Just click on the Live Chat button located at the lower right corner of our website, and we’ll acknowledge your queries right away.
To ensure a thorough understanding of your concerns, feel free to email us at support@voiptools.com. Describe your issue in detail, and we’ll get back to you within one business day with the support you need.
If you prefer to speak with a representative directly, you can reach us at +1 801-642-4655. Our attentive team is available to take your calls from 8:00 AM to 6:00 PM (Central Standard Time).
If you’ve purchased our products through a VoIPTools Partner, rest assured that they provide first-level support at no additional cost. Partners have access to 100% free technical assistance and actively participate in the troubleshooting process.
VoIPTools customers enjoy access to our online manuals and receive support through emails (with responses within one business day) and live chat. However, please note that we do not provide remote server login assistance.
For a more hands-on experience, consider our “Installation Support” package. Our expert support team can log in to your servers, and install and configure all our tools for you. This comprehensive service includes setting up SQL Server Express and Internet Information Server if necessary. We’ll work closely with you to tailor our applications to best meet your specific requirements.
We’re committed to providing top-notch support to ensure your VoIPTools experience is smooth and hassle-free. Contact us today, and let us assist you in making the most of our powerful tools!
NOTE:
NOTE:
to open the web application.
to complete your software registration.
button to add an appointment.
button to save your appointments.
to save your changes.
to Save the settings.
button to extract the data from the CSV file.
button.
button to open the query builder.
button.
button.
to save the contact details.
button beside the contact to which you want to add the appointment.
button and browse for the pre-recorded file that is located in your local system.
NOTE:
icon of the desired campaign to view the calls made in the campaign.
