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Power Dialer V20

41 min read

Introduction #

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.

Why choose the 3CX Power Dialer? #

ENHANCE PRODUCTIVITY3CX 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 CRMIntegrate 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 CALLSWith 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 APPOINTMENTUtilize automatic reminders to customers for reduced missed appointments and improved customer satisfaction.
CUSTOMIZE YOUR MESSAGESUtilize text-to-speech functionalities for customized communication, creating tailored or pre-recorded messages to provide adaptability in conveying appropriate information to your clientele.

Installation overview #

DOWNLOAD SOFTWAREYou 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 PREREQUISITESYou 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 DIALERThis 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 APPLICATIONYou can now log in to your software using the Extension and PIN.

3CX Power Dialer Applications #

  • Appointment Reminders (medical, service, delivery) 📅
  • Payment collections 💰
  • School reminders: closings/lunch accounts/library fees/unexcused absences 🏫
  • Community emergency notifications 🚨
  • Political campaign messages 🗳️
  • Fundraisers 🎗️
  • Satisfaction Surveys 📋
  • Solicit 🙋‍♂️

NOTE:

  • Number of simultaneous calls is dependent on 3CX license and available trunks / bandwidth
  • SMS notifications are performed by sending emails to the cell carrier’s email-to-sms gateway

Prerequisites #

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

PREREQUISITE PURPOSE
3CX Version V203CX Power Dialer 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 Power Dialer 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 5450 opened on your devicePort 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

Configure Calls Via SIP Trunk #

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,

  1. Open your 3CX Admin Console application.
  2. In the left side panel, click the Outbound Rules option.
Figure 1: 3CX Console Management – Left Side Panel – Outbound Rules
  1. In the Outbound Rules screen, click the Add button to add new a outbound rule.
Figure 2: 3CX Console Management – Add Button
  1. On the Add Outbound Rules screen, in the Rule Name field, enter the desired Outbound rule name.
  2. 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.
  3. Under the Make Outbound Calls On section,
    1. From the desired route dropdown list, select the SIP trunk through which you want to route the calls.
    2. From the Strip Digits dropdown list, select the count of prepended digits.
  4. Click the Save button to save your outbound rule.
Figure 3: 3CX Console Management – Outbound Rules Details

Step-by-Step Installation Procedure #

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

Step 1: Download 3CX Power Dialer #

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 Power Dialer Application and click the Download button to download your application.

Step 2: Install the Prerequisites #

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.

  1. Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.
Figure 4: Prerequisites Setup Wizard
  1. 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
  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. Click Yes in the Confirmation Message Box to reboot the computer.
Figure 12: Reboot Confirmation Message Box

Step 3: Start the installation process #

  1. Click Next on the 3CX Power Dialer Setup Wizard screen.
Figure 13: Power Dialer Setup Wizard
  1. 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.
  2. Click Next to continue with the installation.
Figure 14: Power Dialer 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.

NOTE:

Do not include https:// to the Relay host data.

  1. Enter 8801 in the Relay Port field.
  2. Enter the public key you copied from VoIPTools Relay services in the Public Key text area.
Figure 15: Configure Relay Services
  1. Click the Test Relay Settings to confirm that ‘3CX Power Dialer’ can communicate with the Relay services running on the 3CX server.
  2. 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.
  3. Click Next to continue with the installation.
Figure 16: 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.

Step 5: Configure the database #

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.

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 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.
  1. Enter your credentials in the Username and Password fields.
Figure 18: Configure Database – 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 3CX Emergency Notifier in the Database dropdown.
Figure 19: Configure Database – 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 20: TOOL Test SQL Connection Results
  1. Click the CFD button to confirm the 3CX connectivity with SQL Server and click OK on the Test Results message box.
  2. Click OK on the Test Results dialogue box.
Figure 21: CFD Test SQL Connection Results

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 22: 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 23: Trusted Connection Test Results Message Box
  1. Click the CFD button to confirm the 3CX connectivity with SQL Server and click OK on the Test Results message box.
  2. Click OK on the Test Results dialogue box.
Figure 24: Configure Database – Trusted Connection CFD Connection

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 Power Dialer #

  1. Click Install in the Ready to Install window.
Figure 25: Power Dialer Setup Wizard

The application installation may take several minutes to complete.

Figure 26: Installing 3CX Power Dialer
  1. Check the Launch 3CX Power Dialer checkbox and click Finish when the installation is complete.
Figure 27: Power Dialer Setup Completed

Step 7: Log in to the Web Application #

Follow the procedure to login to your application,

  1. Double-click the 3CX Power Dialer Desktop Icon 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.
Figure 28: 3CX Power Dialer – Web Portal login

Web Portal #

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).

Login Rights #

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.

Manager Rights #

As a Manager, you can:

  • 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
Figure 29: Tabs Visible for Manager

User Rights #

As a Normal User, you can:

  • View only Dialer, Contacts, and About screens.
  • In the Contacts screen, you cannot select the list name to delete.
Figure 30: Tabs Visible for Agents

Settings menu #

The Settings menu has the following options,

  • General Settings
  • Site Settings
Figure 31: Settings Menu

General Settings #

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.

It has the following tabs,

  • SQL tab
  • Email tab
  • TTS settings tab
  • 3CX (Advanced) tab
  • Appointment Type tab

SQL tab #

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.

You use the contacts from either MySQL or SQL.

Using references from SQL #

Follow the procedure to use contacts from SQL,

  1. On the SQL tab in the Contacts Connection String section, select the SQL radio box.
Figure 32: SQL Radio Box
  1. In the SQL Connection Setup popup enter the following details,
    1. In the Server Name field, enter the IP address of your server.
    2. 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.
    3. If you have selected authentication by SQL server, enter your credentials in the User Name and the Password fields.
    4. Click the Test Connection button to test the connection to the SQL server and click OK.
Figure 33: SQL Connection Setup
Using references from MySQL #

Follow the procedure to use the contacts from MySQL,

  1. On the SQL tab in the Contacts Connection String section, select the MySQL radio box.
Figure 34: MySQL Radio Box
  1. In the text area, enter the connection string manually,
    • Example: SERVER=localhost; DATABASE=3cxpowerDialer; UID=root; PASSWORD=mypassword;persistsecurityinfo=True;
  2. Click the Save button to save your changes.
Figure 35: Contacts Connection String Manual Entry

Email tab #

The Email tab lets you configure Email Server Settings. Click the link to send SMS using Email using Email to SMS Gateway.

Follow the procedure to send notifications via email,

  1. In the Dialer screen, click the Email tab.
Figure 36: Email Tab
  1. In the Mail Server field, enter the IP address or ‘Fully Qualified Domain Name’ (FQDN) of your email server.
  2. In the Port field, enter the appropriate port number.
    • The default port number is 25.
  3. In the Email From field, enter the reply email address for email and SMS text notifications.
  4. In the Email Subject field, enter the subject for the email.
  5. In the Test Email To field, enter a valid test email address.
  6. In the Notification Email field, enter the email address to send an email about call data once you complete a campaign.
    • The data includes details like the number of calls answered, unanswered, and failed in that campaign.
  7. In the User and Password fields, enter the username and password of your email address.
  8. Click the Test button to send a test mail and check if you have successfully configured the email server settings.
  9. Check Requires SSL check box if your server requires a secure connection to relay email.
  10. Click Save to save the ‘Email Server settings.
Figure 37: Configure Email Server Settings

SMS Tab #

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.

SMS Tab Prerequisites #
SIP Services: 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 CarrierThe 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.
SMS Service Using Email to SMS Gateway: #

Follow the procedure to send SMS using Email to SMS Gateway,

  1. In the SIP Carrier dropdown list, select the Email option and click the Save button.
Figure 38: SIP Carrier Dropdown
  1. On the Email tab, enter all the details as mentioned in the Email tab section.
  2. In the Email From field, enter the email in the [PhoneNumber]@[MobileCarrierGateway] format,
    • For instance, the email format for a Verizon user with the number 123456789 is 123456789@Vtext.com.
Figure 39: SMS Service Using Email to SMS Gateway
SMS Service Using Skyetel: #

Follow the procedure to send SMS using Skyetel,

  1. In the SIP Carrier dropdown list, select the Skyetel option.
Figure 40: SIP Carrier Dropdown – Skytel Option
  1. Enter the necessary credentials for Integration and click the Save button to save the settings
Figure 41: SMS Feature Using Skyetel
SMS Service Feature Using Twilio #

Follow the procedure to send SMS using Twilio,

  1. In the SIP Carrier dropdown list, select the Twilio option.
Figure 42: SIP Carrier Dropdown – Twilio Option
  1. Enter the necessary credentials for Integration and click the Save button to save the settings
Figure 43: SMS Feature Using Twilio

TTS Settings tab #

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.

  1. In the Settings screen, click the TTS Settings tab.
  2. From the TTS Type dropdown list:
    1. Select Windows TTS to create TTS using Microsoft Speech API and click Save.
Figure 44: Windows TTS
    1. Select Amazon Polly if you want to use create TTS using Amazon Web Services.
      1. In the Amazon ID field, enter a valid Amazon ID.
      2. In the Amazon Key field, enter a valid Amazon Key to log in.
      3. 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.

3CX (Advanced) tab #

The 3CX tab enables you to configure Ringing Sound and Timeout Settings for 3CX.

Figure 46: 3CX (Advanced) Settings
Ringing #

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,

  1. 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.
  2. Click Save to save the setting.
  3. Click the Test button to verify whether the ring is turned ON or turned OFF.
Figure 47: Mute and Unmute Settings
Timeouts #

The Timeout feature lets you configure the timeout settings and call attempts for the 3CX Power Dialer.

  1. 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.”

  1. 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.
  2. Click Save to save the Timeout settings.
Figure 48: Time Out Settings

Appointment Type #

The Appointment Type tab displays the list of all the appointments.

Follow the procedure to add an appointment,

  1. In the Appointment Type tab, click the Add button to add an appointment.
Figure 49: Appointment Type Tab – Add Button
  1. In the Appointment field, enter the name of your appointment.
  2. In the Appointment Type field, enter the type of your appointment.
    • This will be reflected in the Contacts screen.
  3. Click the Save Changes button to save your appointments.
Figure 50: Appointment Details

NOTE:

Appointment should not be duplicate.

The appointment type gets reflected in the Contacts screen.

Figure 51: Appointment Type Reflected in Contacts Screen

Site Settings #

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,

  1. On the top menu hover over the Settings menu.
Figure 52: Settings Menu
  1. Select the Site Settings option from the dropdown.
Figure 53: Select Site Settings
  1. 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
  2. Click Apply to save your changes.
Figure 54: Site Settings Options

Customize Application Title Header – Gradient Color #

  1. In the Header Gradient Colour section do the following,
    1. Select the top paint color from the Top Colour color palette. 
    2. Select the bottom paint color from the Bottom Colour color palette.
  2. Click Apply  to Save the settings.
Figure 55: Header Gradient Color

Customize Grid Color #

  1. From the Grid Color palette, select the color that you want to display for the grid on screens that display grid data
  2. Click Save to save your settings.
Figure 56: Grid Color Palette

Customize Logo #

  • If you are uploading the logo for the first time then,
    1. Click the Browse button to choose a logo from your device.
    2. Select the uploaded logo from the Custom Logo dropdown list.
    3. Click Apply  to save your changes.
  • If you have uploaded the logo,
    1. Select the uploaded logo from the Custom Logo dropdown list.
    2. Click Apply  to save your changes.

Figure 57: Custom Logo

Customize ‘Header Title Prefix’ Text #

  1. In the Header Title field, enter the text that you want the application to display as a ‘prefix’ for the existing title in the application header.
  2. Click Save to save the header title prefix.
Figure 58: Custom Header Title Prefix

The final result of the page when you do all the customizations,

Figure 59: Display of Customized Brand Settings

Import Screen #

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.

Import Contacts from CSV file #

Follow the procedure to import the contacts list,

  1. Log in to the 3CX Power Dialer Web application with Manager credentials.
  2. On the top menu click the Import tab.
  3. Click the Browse button to browse CSV files on your local device.
Figure 60: Import Contacts – Browse Button
  1. Browse for the CSV file and double-click the file to upload it to the application.
Figure 61: Import Contacts – Select CSV file (Example)
  1. Select the desired Delimiter option,
    • If your CSV file has data separated by commas, select the Comma radio box.
    • If your CSV file has data separated by tab spaces, select the Tab radio box.
  2. In the List Name field, enter the list name.
Figure 62: Import Contacts – Select the Delimiter

NOTE:

If you do not specify the List Name, then the contact will be created without a list name.

  1. Click the Get Fields button to extract the data from the CSV file.
Figure 63: Import Contacts – Fields Extracted
  1. Map the fields from CSV File section to the Contact Table section using the Add button and the Remove button.
    • For example, to map the name field,
      1. Select the name in the CSV File section and click the Contact_First row in the Contact Table section.
      2. Click the Add button to map the fields.
Figure 64: Import Contacts – Mapping Fields

NOTE:

Be sure to map the Name and Phone fields.

  1. Check the Update existing contacts check box to overwrite existing contacts.
Figure 65: Update Existing Contacts Checkbox
  1. Click the Import button to import all the contacts from the CSV file into the central repository of contacts.
Figure 66: Import Contacts – Import Button

Filter your Contacts #

The Import tab possesses a built-in query builder that enables you to actively search for your contacts by providing inputs to the query builder.

Follow the procedure to filter the contacts of your preference using the query builder,

  1. In the Import tab, click the Andbutton to open the query builder.
Figure 67: Query Builder – And Button
  1. Select your desired filters from the lists and click the Apply button.
Figure 68: Query Builder – Apply Filters

The query builders filter the contacts based on your inputs,

Figure 69: Results of the Query Builder

Contacts Screen #

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.

 Add a Contact #

Follow the procedure to add contacts in the Contacts screen,

  1. In the Contacts screen and on the column header, click Add  button.
Figure 70: Contacts Tab – Add Button
  1. In the Company field, enter the company name of the contact.
  2. In the First Name and Last Name fields, enter the first and last name of the contact.
  3. In the Address 1, Address 2, City, State, Zip and Country fields, enter the address details of the contact.
  4. In the Phone field, enter the phone number of the contact.
  5. In the Mobile field, enter the mobile number of the contact.
  6. In the Email field, enter the email address of the contact.
  7. In the SMS field, enter the phone number of the contact to which you want to send the SMS message.
  8. Click Save  to save the contact details.
Figure 71: Web Portal: Add a Contact

 Add an Appointment for a Contact #

  1. Click Expand  button beside the contact to which you want to add the appointment.
Figure 72: Add Appointments – Expand Button
  1. In the column header, click Add  button to add a new appointment for the contact.
  2. 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
  1. 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
  1. Select an appointment status in the Appointment Status list. The Appointment Status field automatically displays the appointment status.
  2. 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.

Specify Action for an Appointment #

  1. Click Expand  button beside the contact to display the appointment for which you want to specify the action.
  2. Again, click the Expand button beside the appointment you want to specify an action.
Figure 76: Specify Action for an Appointment – Expand Button
  1. Click the Add button to create a new action.
Figure 77: Specify Action for an Appointment – Add Button
  1. Select the date and time of action from the Calendar.
  2. In the Action list, select the type of action for the appointment and click the Save Changes button to save your changes.
Figure 78: Specify Appointment Action Type

Delete List Name #

  1. Log into the 3CX Dialer Web Portal with Manager credentials contacts.
  2. In the Contacts screen, and from the Select List Name To Delete dropdown, select the list name that you want to delete.
  3. Click the Delete button to delete the list. All the records with the selected List Name will be deleted.
Figure 79: Delete List Name

Dialer Screen #

The dialer can dial only one campaign at a time. To create a campaign, you need to configure various parameters in each of the following tabs:

  • Contacts tab
  • Audio tab
  • Email tab
  • SMS tab
  • Setup tab
  • Run tab

Overview of Dialer screen #

The following figure shows the overview of the Dialer screen,

Figure 80: Dialer Screen – Overview
Campaign SectionLets you add, delete, and select a campaign to do desired modifications.
Dialer screen tabsThe list of Dialer Screen tabs. You can select the tabs and make modifications to the campaigns.
Campaign NameThe name of the selected campaign gets displayed.
Get Data buttonThe Get Data button retrieves data based on the specified query paramaters.
Save buttonThe Get Data button retrieves data based on the specified query parameters.

Create a Campaign #

  1. In the 3CX Dialer configuration screen, click the Add Campaign button.
Figure 81: Add Campaign – Add Button
  1. In the Campaign Name field, enter a name for the campaign.
  2. Click the Save button to save the campaign.
Figure 82: Add Campaign – Details of Campaign

Variables button #

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,

  1. In the SMS tab or in the Email tab, click the Variables button to open the list of field variables.
Figure 83: Variables Button
  1. In the Help box, select the desired field variable and click the Copy button.
Figure 84: Select Field Variables
  1. 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
  1. You can click the Verify Email/ Verify SMS button to verify your script.
Figure 87: Preview Message

Contacts tab #

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,

  1. In the Dialer menu, click the Contacts tab.
  2. In the Query field, type the appropriate ‘SQL Query’ to retrieve the desired contact details from the database.
    1. 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.
    2. 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.
    3. 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.
Figure 88: Dialer Screen – Contacts Tab – Query Parameters
    1. 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.
    2. 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.
Figure 89: Dialer Screen – Contacts Tab – Prepend Digits
  1. 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.

Audio tab #

The Audio tab enables you to choose the ‘Text-To-Speech’ or ‘Pre-Recorded’ audio file to play the message when a dialer makes a call to the contact.

Text-To-Speech #

  1. Check the Scripted check box to enable ‘Text-To-Speech Audio’ to play as a message when the dialer makes a call to the contact.
Figure 91: Audio: Text-To-Speech
  1. Type the text that you want the dialer to play as a message when the contact receives the call.
Figure 92: Script for Text-to-Speech
  1. Click the Variables button to include appropriate column rows in your text so that the dialer uses the column data while performing ‘Text-To-Speech’.
  2. Select the appropriate column and click the Copy button.
  3. Click the Paste button to paste the copied column rows.
  4. Click Verify Script button to verify if you have created the script for the correct contact.
Figure 93: View Message Script
  1. Click the Preview Message button to play the message for yourself so that you can hear what it sounds like and make necessary changes if required.
  2. Click Save on the upper right corner of the screen to save the ‘Text-To-Speech.’

Pre-Recorded #

Enable Pre-recorded audio #
  1. Check the Pre-Recorded check box to enable ‘Pre-Recorded Audio’ to play as a message when the dialer calls the contact.
Figure 94: Pre-Recorded Checkbox
  1. From the Recordings list box, select the previously uploaded pre-recorded audio file.
  2. On the upper right corner of the screen, click Save to save the ‘Pre-Recorded’ message.
Figure 95: Pre-recorded Audio File Selected
Add a new Prerecorded file #
  1. On the 3CX Dialer configuration screen, and in the Campaigns screen, click the Audio tab.
  2. Check Pre-Recorded check box.
  3. Click the Browse  button and browse for the pre-recorded file that is located in your local system.
Figure 96: Browse Pre-recorded Audio File
  1. Click Add button to add the pre-recorded audio file to the Recordings list box.
  2. On the upper right corner of the screen, click Save to save the ‘Pre-Recorded’ file to the Recordings list box.
Figure 97: Pre-recorded Files Added

Email tab #

The Email tab enables you to compose a Campaign Email that you want to send to the desired contact(s).

  1. In the Subject field, enter the subject for the email
  2. In the Email text area, type the email message.
Figure 98: Configure Email Message
  1. You can use the Variables button to insert field variables into your script and click Verify Email button to verify your message.
  2. Click Save on the upper right corner of the screen to save the email message.
Figure 99: Preview Email message

SMS tab #

The SMS tab enables you to compose an SMS Text Message that you want to send to the desired contact(s).

  1. In the SMS Text field, enter your SMS text message. You can click the Variable button to use the available field variables.
Figure 100: SMS Tab – Sample SMS
  1. Click Verify SMS button to preview the message and make corrections if necessary.
  2. On the upper right corner of the screen, click Save to save the SMS text message.
Figure 101: SMS Tab – Sample SMS Preview

Setup tab #

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 connects to contacts in the contacts list, plays the audio file as set in the Audio tab and disconnects automatically. 
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.

Set the Text-To-Speech method #

The TTS settings in the Setup tab differ for Amazon Poly and Windows TTS. Click here to change the TTS type.

Amazon Poly #

When you select Amazon Poly,

  1. Select the desired culture in the Culture list.
  2. Select the desired voice in the Voice list.
Figure 102: Amazon Poly Settings for the Setup tab
Windows TTS #

When you select Windows TTS,

  1. Select the volume level in the Volume dropdown.
  2. Select the voice type from the Voice dropdown.
  3. Select the voice rate from the Rate dropdown.
Figure 103: Windows TTS in Setup Tab

Configure Dialer Call Setup #

  1. 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
  1. 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.

  1. On the Appointment Confirmation Settings 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.
Figure 105: Configure Dialer Call setup – Appointment Confirmation Settings
  1. Set the voice settings as per the selected TTS settings.
  2. On the upper right corner of the screen, click Save to save the dialer call setup configuration.
Figure 106: Setup Page Saved

Set the Reciever in the Dialer App #

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: #
  1. 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.
  2. From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
  3. 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 #
  1. 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.
  2. From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
  3. Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
  4. In the Monitor Queue Extension list, select the Queue/ IVR/ extension to monitor.
  5. 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 #
  1. 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.
  2. From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
  3. Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
  4. In the Monitor IVR Extension list, select the IVR to which you want the dialer to transfer the contact.
  5. In the Transfer To list, select the queue to receive the call.

NOTE:

In 3CX V20, an IVR extension is introduced to address changes in the call-handling functionality that were not required in earlier versions (up to version 18). Prior to V20, calls could be initiated directly to a queue without any intermediary steps. However, with the release of V20, 3CX modified the “Make Call” functionality, now requiring calls to first establish a connection with an internal party before proceeding to an external queue.

As a result of this update, direct call routing to a queue is no longer supported. To mitigate this, an IVR system is utilized as an intermediary. When a call is made, it is first routed through the IVR, and once the external party answers, the call is automatically transferred to the appropriate queue based on the selection made in the “Transfer To” dropdown menu. This solution ensures compatibility with the updated call routing process in 3CX V20.

Figure 109: Scheduler Dialer Call – Transfer Call to Agent
CASE 4: Transfer Call to Dialer App as Transfer Call to Extension #
  1. 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.
  2. From the Max Dialer Calls box, type or select the maximum number of simultaneous calls the dialer can make.
  3. Check the Call Only Once (Don’t Retry) box to attempt the simultaneous call only once and do not retry.
  4. In the Transfer To list, select the Extension to receive the make call.
Figure 110: Scheduler Dialer Call – Transfer Call to Extension

Run tab #

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.

You can do the following tasks in this tab,

  • Create a new campaign run
  • Export the campaign run report
  • Delete a campaign run

Create a new run #

Follow the procedure to create a new campaign run,

  1. Click the Get Data button to extract the contacts specified in the Contacts tab.
  2. Select the Data and Time at which you want to start the campaign in the Select Run dropdown.
  3. 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.
  4. 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.

Figure 112: Before Campaign Run.
Figure 113: End of Campaign Run.

Export campaign Run report #

You can export the campaign run in PDF, CSV, and XLS format.

Figure 114: Campaign Run Export Options

Delete a Campaign Run #

Follow the procedure to delete the campaign run,

  1. In the Select Run dropdown, select run time to delete.
Figure 115: Campaign Dropdown
  1. Click the Delete Run button to delete the selected run time.
Figure 116: Delete Run Button

NOTE:

Deleting a campaign run also removes the associated data from the Reports tab.

Reports tab #

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
CampaignThe name of the campaign under which the calls are made.
Dialed NumberThe number from which the call is made.
DispositionThe 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 IDThe unique ID of a customer. Data is taken from the contacts list.
Work OrderThe work order of the calls corresponds to the work order specified in the Contacts tab.
Phone StatusIt indicates the status of the phone call. “Answered” indicates that the call is answered by the customer.
Customer NameIndicates the status of the sent Email. “Sent” indicates the Email is sent successfully. “Failed” indicates the Email was not sent successfully.
EmailEmail ID of the agent who started the campaign.
Email StatusIndicates the status of the sent SMS. “Sent” indicates the SMS is sent successfully. “Failed” indicates the SMS was not sent successfully.
SMSSMS ID of the agent who started the campaign.
SMS statusIndicates the status of the sent SMS. “Sent” indicates the SMS is sent successfully. “Failed” indicates the SMS is not sent successfully.
Call timeThe 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.
AddressThe address of the caller or the address of the company.
City The city of the caller or the city of the company.
StateThe state of the caller or the state of the company.
Zip CodeThe zip code of the caller or the zip code of the company.
CountryThe country of the caller or the country of the company.

View calls in the campaign #

  • Click the Campaign Expandicon of the desired campaign to view the calls made in the campaign.
Figure 118: Expand Campaigns

Export the calls #

  • To export the reports to your local device, click the desired file format at top of the page.
Figure 119: Export Reports

Group Columns #

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,

  1. 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.

  1. Click the Expand button to view your grouped data.
Figure 121: View Grouped Data

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 November 8, 2024
Enhanced Billing Codes V20Voicemail Manager V20

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Table of Contents
  • Introduction
  • Why choose the 3CX Power Dialer?
  • Installation overview
  • 3CX Power Dialer Applications
  • Prerequisites
  • Configure Calls Via SIP Trunk
  • Step-by-Step Installation Procedure
    • Step 1: Download 3CX Power Dialer
    • Step 2: Install the 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 Power Dialer
    • Step 7: Log in to the Web Application
  • Web Portal
    • Login Rights
      • Manager Rights
      • User Rights
    • Settings menu
      • General Settings
        • SQL tab
          • Using references from SQL
          • Using references from MySQL
        • Email tab
        • SMS Tab
          • SMS Tab Prerequisites
          • SMS Service Using Email to SMS Gateway:
          • SMS Service Using Skyetel:
          • SMS Service Feature Using Twilio
        • TTS Settings tab
        • 3CX (Advanced) tab
          • Ringing
          • Timeouts
        • Appointment Type
      • Site Settings
        • Customize Application Title Header – Gradient Color
        • Customize Grid Color
        • Customize Logo
        • Customize ‘Header Title Prefix’ Text
    • Import Screen
      • Import Contacts from CSV file
      • Filter your Contacts
    • Contacts Screen
      •  Add a Contact
      •  Add an Appointment for a Contact
      • Specify Action for an Appointment
      • Delete List Name
    • Dialer Screen
      • Overview of Dialer screen
      • Create a Campaign
      • Variables button
      • Contacts tab
      • Audio tab
        • Text-To-Speech
        • Pre-Recorded
          • Enable Pre-recorded audio
          • Add a new Prerecorded file
      • Email tab
      • SMS tab
      • Setup tab
        • Set the Text-To-Speech method
          • Amazon Poly
          • Windows TTS
        • Configure Dialer Call Setup
        • Set the Reciever in the Dialer App
          • Case 1: Transfer Call To Dialer App as Play Announcement:
          • Case 2: Transfer Call to Dialer App as an Appointment
          • CASE 3: Transfer Call to Dialer App as Transfer Call to Agent
          • CASE 4: Transfer Call to Dialer App as Transfer Call to Extension
      • Run tab
        • Create a new run
        • Export campaign Run report
        • Delete a Campaign Run
    • Reports tab
      • View calls in the campaign
      • Export the calls
      • Group Columns
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