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Auto Call Back V20

11 min read

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? #

OPT IN FEATURETake 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.
UPLOAD RECORDINGSElevate 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.
WEB-BASED APPLICATIONYou 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.
EASY-TO-USE INTERFACEThe 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? #

Prerequisites #

Before installing 3CX Auto Callback, you need to ensure that your computer meets the minimum requirements mentioned below:

PREREQUISITE PURPOSE
3CX Version V203CX Auto Callback is designed to work seamlessly with this version for enhanced features and performance.
Windows 10 or above / Windows Server 2012 or aboveThese operating systems provide the necessary environment for the application to run efficiently.
IIS Features and Configuration – VoIPToolsIIS 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 UpdaterThis component is necessary for updates, ensuring the application remains current and functional.
VoIPTools Relay ServiceIt 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 serversThis 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 7850 opened on your devicePort 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 #

DOWNLOAD SOFTWAREYou can order the 3CX Auto Call Back online at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.
INSTALL PREREQUISITESYou must install several prerequisites before installing the 3CX Auto Call Back. The Advanced Installer identifies and installs these applications automatically. Click here to learn about the required prerequisites.
INSTALL 3CX AUTO CALL BACKThis 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
LOGIN TO THE WEB APPLICATIONYou 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 to get redirected to the website.
  2. Search for the Auto Call Back Application and click the Download 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.
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.
Figure 2: Prerequisites Selection Window

The installer will download and install the selected applications.

Figure 5: 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.
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.
Figure 5: SQL Server Express: Target Location

SQL server installation is in progress. This may take several minutes to complete.

Figure 6: SQL Server Installation In Progress
  1. Click the Close button once the prerequisites are installed.
Figure 7: SQL Server Express: Installed Successfully
  1. In the Confirmation Message box, click OK to reboot the computer.
Figure 10: 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.
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.

NOTE:

You cannot change the path.

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 8801 in the Relay Port field.
  3. Enter the public key you took from VoIPTools Relay services in the Public Key text area.
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.
Figure 12: Relay Test Successful Message

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 3CXAuto Call Back, 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 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.
Figure 13: Server Field

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.
Figure 14: Database Credentials

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 3CXAuto Call Back in the Database dropdown.
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.
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.
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.
Figure 18: Trusted Connection – Test Successful

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.
Figure 19: Ready To Install Window

The application installation progresses.

Figure 20: Installation In Progress
  1. Once the installation is complete, click Finish to complete the installation process.
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 Logoto 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
Figure: Login Page

NOTE:

Only a user with ‘Manager’ privilege can log-in to the application.

Web Portal #

Overview of the Menu Items #

Menu ItemPurpose
Settings menuThe Settings Menu enables you to manage the Auto Call Back service, configure settings, and apply changes with manager credentials.
About menuThe About Menu provides application version details, company information, and support contact, helping verify the software and access assistance.

Settings Menu #

The Settings Menu allows you to manage and configure the Auto Call Back service effectively. You can start or stop the service, update the service status, and configure crucial settings such as maximum wait time and monitoring frequency. Changes require manager credentials and restarting the service to take effect.

Start/Stop the Service #

This section guides you to start or stop the Auto Call Back service.

Before you Begin: Make sure you have manager credentials to log in to the application and have navigated to the Settings menu.

NOTE:

If the 3CX Auto Callback IIS Application Pool user have insufficient rights service status is Unknown.

  • Click the Start /Stop button to change the service status.
Figure: Settings Menu – Start/Stop Service

NOTE:

The Refresh‘ link updates the status if changes to the service status were made directly in the Windows Service Snap-in.

Figure: Settings Menu – Refresh Link

Configure CFD Settings #

This section guides you to configure the CFD settings in the Auto Call Back application.

Before you Begin: Make sure you have manager credentials to log in to the application and have navigated to the Settings menu.

  1. On the CFD Settings section in the Max Wait field, enter the maximum wait time in minutes to monitor the agent available status.
  2. In the Frequency field, enter the time in seconds for the application to initiate the frequency of monitoring until the Max Wait time.
  3. Click the Save button.
  4. Restart the service to apply your changes.
Figure: Settings Menu – CFD Settings

About Menu #

The About menu provides essential information about the application, including the version number, company details, and contact information for support. It serves as a reference to verify the software version you are using and facilitates easy access to customer support for assistance or inquiries.

Click the link to know more about the VoIPTools support.

Figure: About Menu

Need Support? #

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.

24/7 Support Availability #

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.

Join Our Forum Community #

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/

Real-Time Live Chat Assistance #

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.

Efficient Email Support #

To ensure a thorough understanding of your concerns, 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.

Reach Us by Phone #

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).

Comprehensive support services: #

Free Support #

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.

Paid Support #

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. 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 meet your 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!

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Updated on December 26, 2024
Caller ID V20Active Directory Sync V20

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Table of Contents
  • Introduction
    • Why chose 3CX Auto Call Back?
    • How does Auto Call Back work?
  • Prerequisites
  • Installation overview
  • Step-by-Step Installation Procedure
    • Step 1: Download 3CX Auto Call Back
    • Step 2:  Install Prerequisites
    • Step 3: Start the installation process
    • Step 4: Test Relay Settings
    • Step 5: Configure the database
      • SQL Authentication
      • Windows Integrated Authentication
    • Step 6: Installing 3CX Auto Call Back
    • Step 7: Login to the Web Application:
  • Web Portal
    • Overview of the Menu Items
    • Settings Menu
      • Start/Stop the Service
      • Configure CFD Settings
    • About Menu
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