--- title: Auto Call Back V20 description: "# Introduction ***Streamline Your Communication and Boost Productivity with 3CX Auto Call Back*** With 3CX Auto Call Back, you can leverage its capabilities to eliminate missed opportunities and save valuable time when trying to reach an unavailable colleague. This feature…" url: "https://voiptools.com/docs/auto-call-back-v20/" updated: "2026-08-18" category: "Tools - V20" --- # Auto Call Back V20 # Introduction ***Streamline Your Communication and Boost Productivity with 3CX Auto Call Back*** With 3CX Auto Call Back, you can leverage its capabilities to eliminate missed opportunities and save valuable time when trying to reach an unavailable colleague. This feature actively monitors your colleague’s availability and automatically establishes a connection between both of you at the right moment. No more waiting endlessly or making repeated attempts to get in touch. 3CX Auto Call Back optimizes your communication workflow, letting you focus on your tasks without interruptions, and ensures that you connect with your colleague’s extension as soon as they are available for a conversation. ## Why chose 3CX Auto Call Back? | ![](https://voiptools.com/wp-content/uploads/2023/01/opt-in.png) | **OPT IN** **FEATURE** | Take control of your extension and decide whether to opt in for automated callbacks. You have the flexibility to customize your preferences and availability, empowering you to receive automatic callbacks based on your chosen settings. | | --- | --- | --- | | ![](https://voiptools.com/wp-content/uploads/2023/01/upload-recordings-1.png) | **UPLOAD RECORDINGS** | Elevate the quality of your recordings by uploading pre-recorded messages. This feature lets you deliver a professional and crystal-clear sound, meeting the expectations of your audience and maintaining a high level of professionalism in your audio content. | | ![](https://voiptools.com/wp-content/uploads/2023/01/web-application-1.png) | **WEB-BASED APPLICATION** | You can access our web-based application from anywhere and at any time, ensuring convenient availability to cater to your needs. You can stay connected and productive regardless of your location and maximize your productivity with ease. | | ![](https://voiptools.com/wp-content/uploads/2023/01/easy-to-user-interface-1.png) | **EASY-TO-USE INTERFACE** | The user-friendly interface simplifies the configuration and management of call-back settings. Set up and modify call-back parameters effortlessly, ensuring a hassle-free experience for both administrators and users. | ## How does Auto Call Back work? ![](https://voiptools.com/wp-content/uploads/2023/05/Flowchart-746x1024.png) # Prerequisites **Before installing 3CX Auto Callback, you need to ensure that your computer meets the minimum requirements mentioned below:** | **PREREQUISITE** | **PURPOSE** | | --- | --- | | **3CX Version V20** | 3CX **Auto Callback** is designed to work seamlessly with this version for enhanced features and performance. | | **Windows 10 or above / Windows Server 2012 or above** | These operating systems provide the necessary environment for the application to run efficiently. | | **[IIS Features and Configuration – VoIPTools](https://voiptools.com/docs/iis-features-and-configuration/)** | IIS is needed as a web server to host and manage web-based applications and services. | | **.NET Framework 4.7.2 (Web Installer)** | This framework provides essential components for running and developing applications. | | **VoIPTools Universal Updater** | This component is necessary for updates, ensuring the application remains current and functional. | | **VoIPTools Relay Service** | It is used for proper integration and functionality of the 3CX Competitive Wallboard within the 3CX environment. | | **Microsoft SQL Server 2016 or above (Including the free SQL Express edition)** | 3CX requires Microsoft SQL Server 2016 or later for database management. | | **Static IP for VoIPTools and 3CX servers** | This is to ensure proper two-way communication, both the 3CX server (Relay) and the VoIPTools server. Dynamically assigned IP addresses are not supported. Additionally, it is recommended to use HTTPS for secure communication, which requires a FQDN for SSL/TLS certificate validation between the VoIPTools server and the Relay. | | **Port number 7**850 **opened on your device** | Port **7850 **is a specific network port used by 3CX for communication purposes. Opening this port on the device’s firewall allows incoming and outgoing traffic to pass through, enabling the 3CX software to send and receive data over the network effectively. | # Installation overview | ![](https://voiptools.com/wp-content/uploads/2025/10/looks_one_70dp.png) | **DOWNLOAD SOFTWARE** | You can order the 3CX Auto Call Back online at [https://www.voiptools.com](https://voiptools.com/downloads/).  Your order confirmation email will include your license key and a link to download the software. | | --- | --- | --- | | ![](https://voiptools.com/wp-content/uploads/2025/10/looks_two_70dp.png) | **INSTALL PREREQUISITES** | You must install several prerequisites before installing the 3CX Auto Call Back. The Advanced Installer identifies and installs these applications automatically. Click **[here](https://voiptools.com/docs/power-dialer-v20/#4-toc-title)**to learn about the required prerequisites. | | ![](https://voiptools.com/wp-content/uploads/2025/10/looks_3_70dp.png) | **INSTALL 3CX AUTO CALL BACK** | This User Guide contains step-by-step instructions to successfully install the 3CX Auto Call Back. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named **AutoCallBack.exe** | | ![](https://voiptools.com/wp-content/uploads/2025/10/looks_4_70dp.png) | ****LOGIN TO THE WEB APPLICATION**** | You can now log in to your software using the Extension and PIN. | # Step-by-Step Installation Procedure **The following section guides you through a detailed walk-through of the installation process.** ## Step 1: Download 3CX **Auto Call Back** Find the software download link in the **Order Confirmation Email**, or you can download the application by following the procedure, 1. Open your browser and go to the **VoIPTools official website** or click ***[here](https://voiptools.com/downloads/)***to get redirected to the website. 2. Search for the****Auto Call Back**** **Application** and click the **Download**![](https://voiptools.com/wp-content/uploads/2024/01/download-button.png)button to download your application. ## **Step 2:  Install Prerequisites** Click on the software installer that was downloaded in Step 1 above. The installation wizard will automatically identify the needed prerequisites and assist you with the installation of the prerequisites needed to run the 3CX **Auto Call Back**. 1. Click the downloaded installer executable to launch the **Prerequisites Setup Wizard** and click **Next.** [![](https://voiptools.com/wp-content/uploads/2024/12/1.png)](https://voiptools.com/wp-content/uploads/2024/12/1.png) Figure 1: Prerequisite Setup Wizard 1. In the **Prerequisites** window, the installer will identify the missing prerequisites. You must install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements and click **Next** to continue. [![](https://voiptools.com/wp-content/uploads/2024/12/2.-select-prerquisites.png)](https://voiptools.com/wp-content/uploads/2024/12/2.-select-prerquisites.png) Figure 2: Prerequisites Selection Window The installer will download and install the selected applications. [![](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-3CX-Auto-Call-Back-Installation-on-progress.png)](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-3CX-Auto-Call-Back-Installation-on-progress.png) Figure 3: Installation on Progress 1. In the **Microsoft SQL Server License Terms **click the **Accept **button to acknowledge the license terms and continue. - This page appears if you do not have **SQL Server Express** preinstalled in your device. [![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-SQL-license.png)](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-SQL-license.png) Figure 4: SQL Server Express: Accept License Terms 1. View the SQL Server Media target location in the **Media Location** field. If required, you can click the **Browse**button to change the location. Click **Install** to begin the installation of SQL Server Express. [![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-target-location.png)](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-target-location.png) Figure 5: SQL Server Express: Target Location SQL server installation is in progress. This may take several minutes to complete. [![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-installation-in-progress.png)](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-installation-in-progress.png) Figure 6: SQL Server Installation In Progress 1. Click the **Close**button once the prerequisites are installed. [![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-installated-successfully.png)](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-installated-successfully.png) Figure 7: SQL Server Express: Installed Successfully 1. In the **Confirmation Message**box, click **OK**to reboot the computer. [![](https://voiptools.com/wp-content/uploads/2023/01/8.png)](https://voiptools.com/wp-content/uploads/2023/01/8.png) Figure 8: Reboot Confirmation Message Box ## Step 3: Start the installation process 1. After all the prerequisites are installed, click Next in the **3CX **Auto Call Back** Setup Wizard** Continue. [![](https://voiptools.com/wp-content/uploads/2024/12/3.-setup-wizard.png)](https://voiptools.com/wp-content/uploads/2024/12/3.-setup-wizard.png) Figure 9: Auto Call Back Setup Wizard 1. On the **Select Installation Folder** window, in the **Folder** field view the location where the 3CX **Auto Call Back** gets installed. 2. Click **Next** to continue with the installation. > ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:** > > > > You cannot change the path. [![](https://voiptools.com/wp-content/uploads/2024/12/4.-installation-folder.png)](https://voiptools.com/wp-content/uploads/2024/12/4.-installation-folder.png) Figure 10: Auto Call Back Select the Installation Folder ## Step 4: Test Relay Settings 1. In the **3CX Relay Services** window, in the **Relay Host** field, enter the FQDN of your 3CX server. 2. Enter*880*1 in the **Relay Port** field. 3. Enter the *public key*you took from **VoIPTools Relay services**in the **Public Key**text area. [![](https://voiptools.com/wp-content/uploads/2024/12/5.-relay-settings-1.png)](https://voiptools.com/wp-content/uploads/2024/12/5.-relay-settings-1.png) Figure 11: Test Relay Settings 1. Click the **Test Relay Settings**to confirm 3CX **Auto Call Back** can communicate with the Relay services running on the 3CX server. 2. If the 3CX **Auto Call Back** successfully communicates 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. 3. Click **Next** to continue with the installation. [![](https://voiptools.com/wp-content/uploads/2024/12/6.-relay-test-successful.png)](https://voiptools.com/wp-content/uploads/2024/12/6.-relay-test-successful.png) Figure 12: Relay Test Successful Message > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_40dp.png) **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.* Confirm the following 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 **Auto Call Back** and Relay use the same port and protocol. ## Step 5: Configure the database When configuring the 3CX**Auto Call Back**, select an existing Microsoft SQL Server instance in your environment.  The database server can be a **[remote SQL Server](https://voiptools.com/docs/configure-sql-server-for-remote-access-over-internet/)**, or a local instance running on the VoIPTools server. You can set up the SQL database using SQL Authentication or Windows Integrated Authentication. ### SQL Authentication 1. Enter *your server name* in the **Server** field. -  If using the free ***SQL Express Edition***, the default SQL Instance name is ***SQLExpress***. [![](https://voiptools.com/wp-content/uploads/2024/12/7.-database-SQL-authentication-1.-server-.png)](https://voiptools.com/wp-content/uploads/2024/12/7.-database-SQL-authentication-1.-server-.png) Figure 13: Server Field > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_40dp.png) **NOTE:** > > > > - If you want to use ‘SQL Authentication’, then install SQL Server in ‘Mixed‘ mode. > - If SQL Server is installed on a server other than the server where 3CX Exporter is installed, you will need to configure SQL Server to allow remote connections. 1. Enter *your credentials* in the**Username** and**Password** fields. [![](https://voiptools.com/wp-content/uploads/2024/12/7.-database-SQL-authentication-2.-credentials.png)](https://voiptools.com/wp-content/uploads/2024/12/7.-database-SQL-authentication-2.-credentials.png) Figure 14: Database Credentials > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_40dp.png) **NOTE:** > > > > Make sure that you select a SQL Login that has sufficient permissions to alter the database and create SQL objects. 1. Select or enter the *3CX***Auto Call Back** in the **Database** dropdown. [![](https://voiptools.com/wp-content/uploads/2024/12/7.-database-SQL-authentication-3.-database.png)](https://voiptools.com/wp-content/uploads/2024/12/7.-database-SQL-authentication-3.-database.png) Figure 15: Database Dropdown 1. In the **Test SQL Connections** section, click the **Tool**button to test the connection and click **OK**in the **Test Results**popup box. [![](https://voiptools.com/wp-content/uploads/2024/12/8.-database-SQL-authentication-successful.png)](https://voiptools.com/wp-content/uploads/2024/12/8.-database-SQL-authentication-successful.png) Figure 16: Database Connection Success Message Box ### Windows Integrated Authentication 1. To use **Windows Integrated Authentication** check the **Trusted Connection (Windows integrated authentication)** checkbox. -  The VoIPTools installer will create a local Windows user name as “VoIPToys” and give you sufficient rights to this user to create/update the SQL database. [![](https://voiptools.com/wp-content/uploads/2024/12/9.-database-windows-authentication.png)](https://voiptools.com/wp-content/uploads/2024/12/9.-database-windows-authentication.png) Figure 17: Trusted Connection Checkbox 1. In the **Test SQL Connection** section, click the **Tool**button to test the connection. 2. Click the **Next**button which gets enabled when the database connection is successful. [![](https://voiptools.com/wp-content/uploads/2024/12/10.-database-windows-authentication-successful.png)](https://voiptools.com/wp-content/uploads/2024/12/10.-database-windows-authentication-successful.png) Figure 18: Trusted Connection – Test Successful > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_40dp.png) **NOTE**: > > > > We encourage you to 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, your SQL Server must be configured to run in “Mixed Mode”.  If you installed SQL Server with one of our tools, we configure SQL in “Mixed Mode”. ## Step 6: Installing 3CX **Auto Call Back** 1. In the **Ready to Install **window, click **Install** to start the installation of the 3CX **Auto Call Back**. [![](https://voiptools.com/wp-content/uploads/2024/12/11.-ready-to-install.png)](https://voiptools.com/wp-content/uploads/2024/12/11.-ready-to-install.png) Figure 19: Ready To Install Window The application installation progresses. [![](https://voiptools.com/wp-content/uploads/2024/12/12.-installation-in-progress.png)](https://voiptools.com/wp-content/uploads/2024/12/12.-installation-in-progress.png) Figure 20: Installation In Progress 1. Once the installation is complete, click **Finish** to complete the installation process. [![](https://voiptools.com/wp-content/uploads/2024/12/13.-finish-button.png)](https://voiptools.com/wp-content/uploads/2024/12/13.-finish-button.png) Figure 21: Finish Button ## Step 7: Login to the Web Application: **Before you Start:** Make sure you have **registered with the VoIPTools Relay** which grants access to the application. Follow the procedure to register your software, 1. Click the** 3CX Auto Call Back Desktop Icon** ![3CX Auto Call Back Logo](https://voiptools.com/wp-content/uploads/2024/12/logo.png)to open the web application. 2. On the **Login **page, do the following tasks, 1. In the **Extension** field, enter *your 3CX extension number.* 2. In the **PIN **field, enter *your 3CX voicemail PIN*. 3. Click the **Login **button to log in to your account [![Login Page](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Login_Page.png)](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Login_Page.png) Figure 22: Login Page   # Web Portal ## Overview of the Menu Items ## Settings Menu The **Settings Menu** lets you configure the Auto Callback service. You can set callback timing and server details, control web portal access, and apply custom branding to the application. Click a panel to expand it and view its options. ### General Settings This section guides you to configure the general settings for the Auto Callback service. **Before you Begin:** Make sure you are logged in to the application and have navigated to the **Settings** menu. 1. Click **General Settings** to open the panel. 2. In the **Max Wait (Minutes)** field, enter *how long a callback should wait for an agent before it stops trying*. 3. In the **Frequency (Seconds)** field, enter *how often the service checks for an open agent*. 4. In the **VoIPTools Server URL** field, enter your server address in the format shown below the field. 5. Click the **Validate** button to check that the address works. [![Settings Menu General Settings](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_General_settings_tab.png)](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_General_settings_tab.png) Figure 23: Settings Menu: General Settings > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_40dp.png)**NOTE:** > > > > If you change the server address, a banner reminds you to publish the CFD again so the change takes effect in your call flow. ### Publish the CFD This section guides you to publish the Call Flow Designer (CFD) so your 3CX system picks up your changes in **General Settings**. **Before you Begin:** Make sure you have finished updating the fields in **General Settings**. 1. Select the **Publish Auto Callback CFD**. 2. In the **Confirm CFD Publish** window, review the server address shown. 3. Click **YES** to continue, or **CANCEL** to stop. 1. When the **CFD Publish Successful** window appears, click **OK** to close it. [![](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_General_settings_tab_CFD_successful-scaled.png)](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_General_settings_tab_CFD_successful-scaled.png) Figure 24: Settings Menu – CFD Publish Successful ### Web Portal This section guides you to set up web portal access for a role. **Before you Begin:** Make sure you are logged in to the application and have navigated to the **Settings** menu. 1. Click **Web Portal** to open the panel. 2. Select a **Role** from the list to choose which role you are setting up. 3. Check **Settings**, **Logs**, or both, to let that role view those screens in the web portal. 4. Under **Web Portal Password**, choose **Voicemail PIN** or **Web Client Password** to set how that role signs in. [![](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_Web_Portal_tab.png)](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_Web_Portal_tab.png) Figure 25: Settings Menu – Web Portal ### Custom Branding This section guides you to apply your own name, logo, and colors to the application. **Before you Begin:** Make sure you are logged in to the application and have navigated to the **Settings** menu. 1. Click **Custom Branding** to open the panel. 2. In the **Header Title** field, enter the name you want to show in the application header. [![](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_Custom_branding_tab-scaled.png)](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Settings_Menu_Custom_branding_tab-scaled.png) Figure 26: Settings Menu – Custom Branding 1. Under **Upload Logo**, click **Choose File**. 2. In the picker window, find your logo file. 3. Click **Open**. 1. Under **Select Logo**, choose your uploaded file from the list. **Header Gradient Colors** blend the **Top Color** into the **Bottom Color** across the header. **Grid Colors** set the background and text of the preview grid below it. A hex code is a short string of letters and numbers that stands for one color. 1. For each color, type a hex code, or click the palette icon to pick a color on screen. 2. Look at the **Preview** area to see your changes. 3. Click **APPLY CHANGES** to save your branding. ## Logs Menu The **Logs Menu **lets you view the login and logout events of all the sessions along with ‘Date’ and ‘Time’ that is according to the time zone set in the ‘Web Portal’ tab in Settings menu. [![](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Logs_menu-1-scaled.png)](https://voiptools.com/wp-content/uploads/2026/08/Auto_Callback_Logs_menu-1-scaled.png) Figure 27: Logs Menu Overview **Field Definitions** | **Field** | **Definition** | | --- | --- | | **Logs Information Table** | Displays system events and activity records used for monitoring, troubleshooting, and auditing. It helps users review application behavior, track system actions, and identify issues based on the selected log file. | | **Date/Time** | Displays the date and time when the log event occurred based on the system-generated timestamp. | | **Type** | Indicates the category or severity level of the log entry to help identify the nature of the event: **INF** = Informational (normal activity), **WRN** = Warning (potential issue), **ERR** = Error (system issue or failure). | | **Method** | Displays the system component, process, or function where the log event originated. | | **Message** | Shows detailed information about the recorded event, including actions performed, warnings, errors, or system responses. | | **Select Log File** | Allows you to select a specific log file to view its recorded events.  | | **Page Size** | Defines the number of log entries displayed per page. |