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 choose 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.
	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 #

Ensure your computer meets the minimum requirements outlined below before installing 3CX Contacts Sync

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	You must install several prerequisites before installing the Auto Self ID. The Advanced Installer identifies and installs these applications automatically. Click here to learn about the required prerequisites.
	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
	LOG IN TO THE WEB APPLICATION	You can now log in to the web application using the extension number and the 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 Self ID #

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 Self ID 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 automatically identifies the required prerequisites and assist you with the installation of the prerequisites needed to run 3CX Auto Self ID.

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. 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.

The installer will download and install the selected applications.

Step 3: Start the installation process #

1. After all the prerequisites are installed, click Next to continue in the 3CX Auto Self ID Setup Wizard screen.

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 the 3CX Auto Self ID can communicate with the Relay services running on the 3CX server.
5. Click OK on the Success Popup message box when the Auto Self ID successfully communicates with the 3CX server’s Relay services.
   • If the test fails, you cannot 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 click the Finish button.

Step 7: Login to the Web Application #

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.

NOTE:

Upon successful application registration in the relay, you’ll be automatically redirected to the web application. To understand how to register the application in the relay, click here.

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.

The Settings screen enables you to configure the voice settings, Schedule Timer, and Culture. You can also view the default audio path.

You can do the following configurations in the Settings screen,

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 effectively interact with our system using voice commands.

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 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. Select the desired Windows TTS voice in the Voice Name dropdown 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.

2. In the Culture dropdown, select the desired option to control the display of dates and currency throughout the 3CX Auto Self ID application.
3. Select the desired Amazon Polly voice in the Voice Name dropdown to play the .wav file accordingly.
4. Enter your Amazon ID and Amazon Key.
   • To learn how to create an Amazon Web Services (AWS) account and generate an 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 regularly.

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 Call Handling menu.

2. Click the Add Digital Receptionist button to create a new digital receptionist.

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

5. In the Menu Options section, select the Call By Name option in the Actions list.
6. 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.

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).

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!