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). Integrating 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 has 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.
You can order the 3CX Power Dialer 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 3CX Power Dialer. The Advanced Installer identifies and installs these applications automatically. Click here to learn about the required prerequisites.
INSTALL 3CX POWER DIALER
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
LOGIN TO THE WEB APPLICATION
You can now log in to your software using the Extension and PIN.
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 Power Dialer within the 3CX environment.
Microsoft SQL Server 2014 or above (Including the free SQL Express edition)
3CX requires Microsoft SQL Server 2014 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 5450 opened on your device
Port 5450 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.
NOTE:
Since the add-on ‘3CX Power Dialer’ includes a CFD application, you will need to install either Pro or Enterprise version of 3CX.
You can run Abyss, IIS, and NGIX on the same server.
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
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 force the Power Dialer calls to go through the desired SIP trunk using outbound rules, follow the steps,
Open your 3CX Admin Console application.
In the left side panel, click the Outbound Rules option.
Figure 1: 3CX Console Management – Left Side Panel – Outbound Rules
In the Outbound Rules screen, click the Add button to add new a outbound rule.
Figure 2: 3CX Console Management – Add Button
On the Add Outbound Rules screen, in the 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.
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 4: 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 5: Prerequisite Installation Selection
The installer will download and install the selected applications. It may take several minutes to complete.
Figure 6: Prerequisites Installation in Progress
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 7: SQL Server Express: Accept License Terms
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 8: SQL Server Express: Target Location
SQL server installation is in progress. This may take several minutes to complete.
Figure 9: SQL Server Installation In Progress
Click the Close button once the prerequisites are installed.
Figure 10: SQL Server Express: Installed Successfully
Microsoft SQL Management Studio installation is in progress. This may take several minutes to complete.
Figure 11: Microsoft SQL Server Management Studio: Installation in Progress
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.
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 the 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 VoIPTools server.
You can set up the SQL database using SQL Authentication or Windows Integrated Authentication.
If using the free SQL Express Edition, the default SQL Instance name is SQLExpress.
Figure 17: Configure Database – 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.
Enter your credentials in the Username and Password fields.
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 22: Trusted Connection Checkbox
In the Test SQL Connection section, click the Tool button to test the connection.
Click the Next button which gets enabled when the database connection is successful.
Figure 23: Trusted Connection Test Results Message Box
Click the CFD button to confirm the 3CX connectivity with SQL Server and click OK on the Test Results message box.
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”.
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 roles and responsibilities within an organization.
View Contacts, Import, Dialer, Settings, and About screens.
Search for a specific record from the grid, delete the list name, add a new contact, add an appointment for a contact, and specify an action for an appointment in the Contacts screen,
Import contacts from a CSV file into the central repository of contacts in the Import screen
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 44: 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 45: 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 52: Settings Menu
Select the Site Settings option from the dropdown.
Figure 53: Select Site Settings
Perform any of the following tasks,
Customize the gradient color of the Application Header
Customize grid color in screens that display grid data
Customize the logo on the Application Header
Customize Header Title Prefix on the Application Header
Click Apply to save your changes.
Figure 54: Site Settings Options
Customize Application Title Header – Gradient Color#
In the Header Gradient Colour section do the following,
Select the top paint color from the Top Colour color palette.
Select the bottom paint color from the Bottom Colour color palette.
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.
The Contacts screen lets you search for a specific list, select a list name to delete (only for the ‘Manager’ role), add a new contact, add an appointment for contact, and specify an action for an appointment.
Click Expand button beside the contact to which you want to add the appointment.
Figure 72: 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 73: 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 74: 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 75: 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 Contacts tab.
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 83: Variables Button
In the Help box, select the desired field variable and click the Copy button.
Figure 84: Select Field Variables
Close the Help box and click the Paste button to paste the selected variables.
Figure 85: Paste Variables
The variables get pasted in the text area,
Figure 86: 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 90: 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.
The Setup tab enables you to schedule the call for the desired contact. We can make four types of calls:
Appointment Reminder:
Call the contact, play a message, and hang up. Typical use cases include public emergency notices, political campaign announcements, reminders, etc.
Play Announcement:
The call first connects to the configured extension and then that call connects to the contacts list.
Transfer Call to Extension:
The call first connects to configured extension and then that call connects to the contacts list.
Transfer Call to Agent:
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.
In the Setup tab and in the Dialing Times section,
Click the Start time box and select the time at which you want to start the dialer.
Click the End time box to select the end time at which you want to end the dialer.
Figure 104: Configure Dialer Call – Start and End Dates
In the Call Handling section, from the Transfer Call To Dialer App dropdown, select the desired option to which you want to send the dialer.
NOTE:
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 107: 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 108: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 109: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 110: 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.
Follow the procedure to create a new campaign run,
Click the Get Data button to extract the contacts specified in the Contacts tab.
Select the Data and Time at which you want to start the campaign in the Select Run dropdown.
Click the Start button to enable the dialer to run the call according to the parameters you set in the Contacts tab, Audio tab, Email tab, SMS tab, and Setup tab.
Click Stop to stop the dialer from making calls to the campaign.
Figure 111: Run the Dialer
NOTE:
The Power Dialer will continue running the campaign in the background even if you refresh the page or open other tabs within the application. The campaign will only stop after it has been fully completed.
To stop an ongoing campaign manually, you must stop and then restart the Power Dialer service.
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 117: 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 120: 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.
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