3CX

3CX phone system integration for call recording analysis, AI coaching, and conversational intelligence on sales calls.

When to Use This Connection

Use this connection when the user:

• Wants to connect their 3CX phone system to Demodesk for automatic call recording analysis
• Needs to configure recording import rules and extension mapping
• Wants to set up coaching scorecard preferences
• Needs to troubleshoot call recording import from 3CX (cloud or on-premise)
• Wants to view coaching insights and deal signals extracted from sales calls

What This Connection Does

Guide the user to Settings > Integrations > 3CX in their Demodesk dashboard at https://demodesk.com/manage/settings/integrations/3cx. The connection uses 3CX's REST API via webhook — the user enters their 3CX server URL (for cloud or on-premise deployments) and API credentials.

Once authenticated, Demodesk automatically imports call recordings from your 3CX system. Every call is transcribed using AI and analyzed for coaching insights, deal signals, and action items. The integration creates a coaching scorecard for each call, evaluating talk-to-listen ratio, discovery question effectiveness, objection response patterns, and keyword extraction (competitor mentions, price discussions, timeline concerns).

The integration works with both 3CX Cloud and self-hosted 3CX deployments. For on-premise users, ensure your 3CX server has internet connectivity to Demodesk services and that your firewall allows outbound webhooks.

Configure extension mapping in the "Extension Mapping" tab to identify which extensions belong to sales reps. Configure recording import rules to filter which calls are analyzed — for example, you might focus on outbound sales calls and exclude internal transfers. Navigate to the "Coaching Preferences" tab to customize your coaching framework and metric priorities.

The integration also logs call activities to your connected CRM. Configure CRM logging rules to determine which call properties are synced and to which CRM objects.

Anti-Pattern: "Overwhelming Coaching with Too Many Metrics" Do not track every possible coaching metric. Focus on 3-5 core metrics that align with your sales methodology and coaching priorities. Overwhelming reps with a dashboard of 15+ coaching metrics creates analysis paralysis rather than actionable coaching. Start with talk-to-listen ratio and discovery effectiveness, then add metrics as your team develops coaching maturity.

Data Sync

Sync is real-time for cloud deployments, near-real-time for on-premise (depends on webhook frequency).

Example Prompts

• "Connect my 3CX phone system to Demodesk"
• "Configure extension mapping so we track only sales team calls"
• "Set up coaching scorecards aligned with our sales methodology"
• "How do I troubleshoot recording import from my on-premise 3CX server?"
• "Extract competitive intelligence from our 3CX call recordings"