Introduction #

Introducing 3CX Auto Self-ID, the solution that simplifies the process of recording self-identification messages for the 3CX Company Directory. With 3CX Auto Self-ID, you can automate the creation of professional and consistent self-identification messages for all extensions in your organization. Say goodbye to manual checks and tedious administrative tasks, as this innovative tool utilizes text-to-speech technology to streamline the process. Experience increased productivity and efficiency by freeing up valuable time and focusing on core business activities. Embrace the power of simplified self-identification messages with 3CX Auto Self-ID and unlock a more streamlined and efficient workflow.

Why chose 3CX Auto Self ID? #

	POWERFUL TTS OPTIONS	Choose between the reliable built-in Windows engine or elevate your user experience by leveraging the superior quality of Amazon Polly.
	ACCURATE SPELLING AND FLAWLESS PRONUNCIATION	Our powerful self-ID tool not only accurately spells but also flawlessly pronounces the person’s complete name. Enhance the user experience with this cutting-edge feature, designed to cater to a wide range of visitors.
	ACCESS MULTIPLE LANGUAGES	Unlock a vast array of languages and captivating voices with the revolutionary Amazon Polly. Immerse your audience in an immersive auditory experience like never before.
	SCHEDULE SERVICE	Schedule a time of day to run the service or update on demand.

Prerequisites #

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

1. Windows 10 or above (64 Bit)
2. Internet Information Server (IIS) 7.0 or above
3. 3CX Commercial License V18

NOTE:

• When installing SQL Server, we recommend you install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio
• When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X
• User is expected to have basic knowledge of web programming and IIS configuration

Installation overview #

	DOWNLOAD SOFTWARE	You can order 3CX Auto Self ID online at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.
	INSTALL PREREQUISITES	There are a number of prerequisites that must be installed prior to installing the 3CX Auto Self ID. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server
	INSTALL 3CX AUTO SELF ID	This User Guide contains step-by-step instructions to successfully install 3CX Auto Self ID. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named AutoSelfIDInstaller.exe
	REGISTER YOUR LICENSE KEY	You must register your license key to activate 3CX Auto Self ID. Your license key is included in your order confirmation email, and can also be found in your order history on our website.

Step By Step Installation Procedure #

The following section guides you through a detailed walk-through of the installation process:

Step 1: Download 3CX Auto Self ID #

1. 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 Auto Self ID application.
2. In the Microsoft Defender SmartScreen, click the More Info option.

3. Click the Run Anyway option to start the installation.

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 install of the prerequisites needed to run ‘3CX Auto Self ID’. These include .NET Framework (Web Installer), SQL Server Express (Web Installer) and, SQL Server Management Studio.

1. Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.

2. In the Prerequisites window, the installer will identify the missing prerequisites. It is important that you install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements. Click Next to continue.

The installer will download and install the selected applications.

Step 3: Start the installation process #

1. After all the prerequisites are installed, the 3CX Auto Self ID Setup Wizard appears. Click Next to Continue.

2. On the Select Installation Folder window, the Folder field displays the location where the ‘3CX Auto Self ID’ will be installed. Note that you cannot change the path. Click Next to continue.

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.

4. Click the Test Relay Settings to confirm ‘3CX Queues Wallboard’ can communicate with the Relay services running on the 3CX server.
5. If the ‘Auto Self ID’ 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.
6. Click Next to continue with the installation.

NOTE:

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 IP address / FQDN for the 3CX server.
• confirm that 3CX Auto Self ID and the Relay are using the same port and protocol.

Step 5: Installing 3CX Auto Self ID #

1. In the Ready to Install window, click Install to start the installation of the ‘3CX Auto Self ID’.

The application installation progresses.

2. Once the installation is complete, check Launch 3CX Auto Self ID check box and then click Finish. The 3CX Auto Self ID configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck Launch 3CX Auto Self ID check box and then click Finish

Step 7: Register your Software #

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.

Follow the procedure to register your software,

1. On your desktop, click the Auto Voicemail desktop application to open the Web application.
2. In the Login Page, do the following tasks,
   • In the Extension field, enter your extension number.
   • In the Pin field, enter your password.
   • Click the Login button to log in to the application.

3. In the left side menu, click the License option.
4. Enter appropriate details in all the other fields of the page and Click Register to register your software.

NOTE:

The license key permits you to install this software on one computer. This is not free software.

3CX Auto Self ID Settings #

The 3CX Auto Self ID Settings configuration screen enables you to register software, start/stop ‘3CX Auto Self ID Service’, and configure settings for Text-To-Speech, Schedule Timer, Audio Path, and Authentication for Active Directory User/ Remote Local User.

Settings Screen #

The Settings screen enables you to configure the voice settings, ‘Text-To-Speech’, Schedule Timer, and Culture. You can also view the default audio path.

You can do the following configurations in the Settings screen,

Voice Settings	Depending on your selection of the Text-to-Speech (TTS) type, you can create voice files in .wav format, configuring the desired voice for your self-identification needs.
Schedule Timer	In the Scheduled Timer settings, you can configure the scheduled timer to generate .wav files for all the surnames of the 3CX extensions on a regular basis.
Audio Path	You can view the path where the audio (.wav) files created by Auto Self ID are stored.

Voice Settings #

In the Voice Settings section, you can set the voice actions and select the Text-to-Speech (TTS) type to create voice files in .wav format, configuring the desired voice for your self-identification needs.

3CX Auto Self ID supports Windows TTS and Amazon Polly for text-to-speech conversion.

Configure Voice Actions #

Voice Actions lets you choose from Pronounce and Spell options, allowing you to interact with our system using voice commands effectively.

In the Voice Actions dropdown select any of the following

• Select Pronounce to spell the entire name.
• Select the Spell option to spell the letters of the name.

Configure Text-To-Speech using Windows TTS #

Follow the procedure to set TTS as Windows TTS,

1. In the Voice Settings section select the Windows TTS radio box to create dynamic play files by using the voices installed in your computer.

2. In the Culture dropdown, select the desired option in order to control the display of dates and currency throughout the 3CX Auto Self ID application.
3. In the Gender dropdown, select Male or Female so that the Auto Self ID will play the .wav file in a male or female voice.
4. In the Voice Name dropdown, select the desired Windows TTS voice to play the .wav file accordingly.

Configure Text-To-Speech using Amazon Polly #

1. In the Voice Settings section select the Amazon Poly radio box to create a Self Identification Message (.wav file) using Amazon Web Services.

5. In the Culture dropdown, select the desired option in order to control the display of dates and currency throughout the 3CX Auto Self ID application.
6. In the Voice Name dropdown, select the desired Amazon Polly voice to play the .wav file accordingly.
7. Enter your Amazon ID and Amazon Key.
   • To know how to create Amazon Web Services (AWS) account and generate AWS access key ID and secret key id, click here.

Scheduled Timer settings #

In the Scheduled Timer settings, you can configure the scheduled timer to generate .wav files for all the surnames of the 3CX extensions on a regular basis.

Follow the procedure to configure the scheduled timer settings,

1. In the Settings tab, click the Scheduled Timer settings.

2. Click the Clock icon to open the inbuilt clock and change the scheduled time.

Audio Path #

The Audio Path section lets you view the path where the Auto Self ID prompt gets downloaded when you click the Run Now button.

Configure the Call By Name feature #

You can create a digital receptionist in the ‘3CX Management Console’ and configure it to implement the ‘Call by Name’ feature. When you dial the digital receptionist that is configured for the ‘Call by Name’ feature, and press the associated Key ID followed by the first three letters of the desired ‘Last Name’, the ‘Auto Self ID’ will play the respective ‘Full Name’ of the person that you are trying to contact.

Follow the steps to configure the ‘Call by Name’ feature:

1. On the 3CX Console Management, in the left side panel, select the Digital Receptionist menu.

2. Under the General section and in the Enter a name field, enter the name of the digital receptionist.
3. In the Extension field, enter a valid digital receptionist number.

4. In the Menu Options section, select the Call By Name option in the Actions list.
5. Scroll to the top and click OK to save the settings.

Example:

1. On your ‘3CX Phone System’, dial the extension of the digital receptionist that is configured for the ‘Call by Name’ feature.
2. Press the Key ID that is configured with Call by Name action.
3. The digital receptionist will play the prompt as, “Please enter the first three letters of the last name of the person you are trying to contact.”
4. Enter the first three letters of the last name of the person that you are trying to contact.

NOTE:

If there are multiple last names matching the 3 digits that you have entered, then the digital receptionist will play the prompt to press 0 or 1 or 2 to select the desired contact from the matching list. Once you have selected the desired contact, the digital receptionist will play the ‘Full Name’ of the person you are trying to contact.

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.