Neo Agent3CX
Communication integration

New starters get a phone. Leavers lose theirs.

Neo adds and removes users on each customer's 3CX as part of onboarding and offboarding.

01Capabilities

What Neo does with 3CX.

01

Extensions

Neo creates, changes and removes users and their extensions.

02

Call routing

Neo reads and changes queues, ring groups and inbound rules.

03

Phones and history

Neo checks desk phones, live calls and call history.

02Workflows

Concrete work Neo handles in 3CX.

USE CASE

New starter

Neo adds the user, their extension and their department.

USE CASE

Leaver

Neo removes the leaver's extension, or disables it first.

USE CASE

One PBX per customer

Neo calls the 3CX of the ticket's customer only.

03Setup

Set it up with Neo.

01

Connect 3CX

Enter the credentials the 3CX card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the 3CX card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the 3CX access the job needs, and builds the agent with you.

FAQ

Questions about the 3CX integration.

What does Neo need to connect to 3CX?+

The credentials the 3CX card on Neo's Integrations page asks for, from your 3CX account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect 3CX, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.

Ready to wire up 3CX?

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