3CX Basic Certification - All-In-One Business VoIP System

Discover the 3CX On-Premises deployment option, where you host the phone system on your own infrastructure. Learn how this method gives you full control over security, customization, and management.

Explore 3CX Hosted, where your phone system is fully managed and hosted on 3CX’s secure cloud infrastructure. Learn how this hassle-free solution simplifies setup, maintenance, and scaling for your business.

Learn about 3CX Self-Hosted, where you deploy the phone system on your own cloud infrastructure or virtual server. This option offers flexibility, control, and scalability while allowing you to manage your system in a cloud environment of your choice.

In this summary, I will provide a comprehensive summary of the three deployment options available for 3CX—On-Premises, Self-Hosted, and Hosted. Each option will be clearly outlined, highlighting its unique features, benefits, and considerations.

In this lecture I guide you through the 3CX Pricing Structure and how you can determine the best licensing for you and your organisation.

In this lesson, we compare the features and capabilities of the "Hosted by 3CX" solution with the "3CX SMB Free" plan to help you understand their differences. You'll gain insights into which option suits your business needs based on scalability, hosting, and included functionalities.

In this lesson, we’ll explore the key features of the Hosted by 3CX plan, diving into its benefits and how it simplifies managing your phone system.

In this lesson, I will walk you through the process of signing up for 3CX SMB Free, ensuring you understand each step clearly.

Upon successfully signing up to 3CX, you will receive a welcome email with all required detailed about your 3CX Instance.

In this lesson, we’ll guide you through the steps to migrate your system to 3CX Hosted. You’ll learn how to seamlessly transition your existing setup while retaining your configurations and ensuring minimal downtime.

In this lecture, you'll be introduced to the 3CX Portal, a place where you can managed your 3CX Systems.

This lesson covers how to create users and extensions in 3CX. You'll learn the step-by-step process to set up new users, assign extensions, and configure their settings for seamless communication.

In this lesson, we'll guide you through the process of importing users into 3CX using a CSV file. You'll learn how to prepare your CSV, upload it, and efficiently add multiple users in just a few steps.

This lesson covers how to copy user extension settings in 3CX to streamline the setup process for multiple users. You'll learn how to replicate configurations like permissions, forwarding rules, and voicemail settings, saving time and ensuring consistency across your extensions.

In this lesson, you can explore the benefits of integrating Microsoft 365 with 3CX, enabling seamless synchronization of user contacts and calendar events.

In this lesson, we will cover how to enable and configure Two-Factor Authentication (2FA) for 3CX, adding an extra layer of security to your account. You'll learn the process of setting up 2FA to help protect sensitive data and prevent unauthorized access to your 3CX system.

In this lesson, we’ll explore how to generate and manage 3CX Talk & Meet links, which are used for quick access to video and audio conferences. You'll learn how to create and share these links, enabling easy connections for meetings with both internal team members and external participants.

In this lesson, we’ll cover how to configure forwarding rules, schedules, and user statuses in 3CX to manage call routing and availability. You will learn how to set up rules for when calls should be forwarded, create schedules for specific hours, and manage user statuses for better team coordination and response times.

In this lesson, we’ll explore the different roles available in 3CX to control user access and security settings. You will learn how to assign and manage roles to ensure proper access to system features based on each user's responsibilities.

In this lecture, you'll explore the concept of BLF (Busy Lamp Field), a feature that allows users to monitor the availability of colleagues by displaying their line status. You'll learn how to configure and use BLF on 3CX for more efficient call management and team coordination.

In this lecture, you'll learn how to organize users into departments within the 3CX system, allowing for better call routing and management. We'll cover how to configure department settings and ensure smooth communication between teams.

In this lecture, you'll dive into the various extension options available in 3CX.

In this lecture, you'll learn how to configure and manage voicemail on the 3CX system, including setting up voicemail boxes, greetings, and email notifications. We'll also cover how users can access and customize their voicemail settings for optimal functionality.

In this lecture, you'll discover how to configure office hours and holiday schedules in 3CX, ensuring calls are routed appropriately based on time and date. We'll cover how to set up and manage these settings to ensure seamless communication during regular hours and holidays.

In this lecture, you'll learn how to use 3CX Chat to communicate with team members and customers in real-time. We'll cover how to send and receive messages, organize chats, and integrate chat functionality into your overall communication strategy within 3CX.

In this lecture we will discuss the 3CX User Manual which can be provided to your staff to assist using the 3CX Clients.

In this lecture, you'll learn how to reset user passwords in the 3CX system, ensuring secure and efficient management of user access. We'll walk through the steps to reset passwords both for individual users and in bulk, and discuss best practices for maintaining password security.

In this lecture, you'll explore the supported SIP trunks for 3CX Hosted, covering how to choose and configure compatible SIP providers for your system.

In this lecture, you'll learn how to configure SIP trunks within the 3CX system.

In this lecture, you'll discover how to configure SIP trunk IP whitelisting in 3CX to enhance security of your SIP Trunk service.

In this lecture, you'll learn how to create and manage outbound rules in 3CX, which control how outgoing calls are routed.

In this lecture, you'll learn how to test outbound rules in 3CX to ensure they are correctly routing calls as intended. We'll guide you through the steps to verify rule functionality, troubleshoot any issues, and ensure optimal call flow for outbound communication.

Let's look at how you can effectively add and configure DIDs in 3CX v20, enabling streamlined call routing for your organization.

In this lecture, you'll explore how to configure Caller ID settings in 3CX, allowing you to control the information displayed to recipients when making outbound calls.

In this lecture, you'll explore how to configure Caller ID settings in 3CX, allowing you to control the information displayed to recipients when making outbound calls.

In this lecture, you'll learn how to manage emergency numbers in the 3CX system using the SMB Free version.

In this lecture, you'll learn how to manage emergency numbers in the 3CX Hosted system, ensuring compliance with local regulations and efficient routing in case of an emergency.

In this lecture, you'll gain an understanding of the various VoIP protocols used in 3CX, such as SIP and RTP. We'll explore how these protocols work together to ensure high-quality voice communication and how to troubleshoot common issues related to VoIP protocols.

In this lecture, you'll explore the hardware components involved in a VoIP system, including IP phones, gateways, and network devices. We'll discuss how these devices work together to enable seamless voice communication and the key considerations when selecting hardware for your 3CX system.

In this lecture, you'll learn about the Hardware IP phones supported by 3CX.

In this lecture, you'll learn about the 3CX Session Border Controller (SBC), which enables secure and reliable communication between remote offices or mobile devices and the 3CX system.

In this lecture, you'll explore the hardware specifications required for setting up the 3CX Session Border Controller (SBC). We'll cover the recommended system requirements, including CPU, RAM, and storage, to ensure optimal performance and security when using the SBC for remote connections.

In this lecture, you'll learn how to configure a deskphone for use with the 3CX system, including connecting the phone to the network, registering it with 3CX, and setting up extension details. We'll guide you through step-by-step instructions to ensure the phone is properly configured for smooth communication.

In this lecture, you'll learn about 3CX router phones, which are designed for seamless integration with the 3CX system.

In this lecture, you'll learn how to log into the 3CX Web Client, giving you access to the full range of features for managing calls, chats, and voicemails. We'll walk you through the login process, explain the interface, and show you how to customize settings for a more efficient user experience.

In this lecture, you'll learn how to install the 3CX Web Client as a Progressive Web App (PWA) using Microsoft Edge. We'll guide you through the installation process, enabling you to launch the Web Client directly from your desktop for easier access and enhanced performance.

In this lecture, you'll learn how to make video calls to extensions within the 3CX system. We'll cover the process of initiating and managing video calls, ensuring high-quality communication, and troubleshooting common issues related to video calling.

In this lecture, you'll discover how to effectively use the 3CX Web Client to manage calls, voicemails, chat messages, and more. We'll cover the interface, key features, and tips for maximizing productivity while using the Web Client for seamless communication.

In this lecture, you'll learn how to set up and use the 3CX Android App for mobile communication. We'll cover how to install the app, configure it with your 3CX system, and explore its features, including making and receiving calls, checking voicemails, and using the chat functionality on the go.

In this lecture, you'll learn how to set up and use the 3CX iOS App for mobile communication. We'll guide you through installing the app, configuring it with your 3CX system, and using its features, such as making calls, receiving voicemails, and chatting, all from your iOS device.

In this lecture, you'll explore how to use 3CX Video Conferencing to host and join virtual meetings. We'll cover how to schedule, start, and manage video conferences, as well as tips for optimizing audio and video quality for a smooth conferencing experience.

In this lecture, you'll explore how to use 3CX Video Conferencing to host and join virtual meetings. We'll cover how to schedule, start, and manage video conferences, as well as tips for optimizing audio and video quality for a smooth conferencing experience.

In this lecture, we will discuss learn how call routing works in 3CX, including the use of inbound rules, extensions, and call queues.

In this lecture, you'll learn how to configure and use Interactive Voice Response (IVR) in 3CX to automate call handling. We'll guide you through setting up IVR menus, directing callers to the appropriate departments or extensions, and improving call flow efficiency.

In this lecture, you'll learn how to set up and manage Ring Groups in 3CX, allowing you to route incoming calls to a group of extensions simultaneously. We'll cover how to configure ring strategies, member settings, and ensure that calls are handled efficiently within your team.

In this lecture, you'll explore how to configure and manage Call Queues in 3CX to handle high volumes of incoming calls. We'll cover how to set up queues, define wait strategies, assign agents, and ensure a smooth call experience for both customers and employees.

In this lecture, you'll explore how to configure and manage Call Queues in 3CX to handle high volumes of incoming calls. We'll cover how to set up queues, define wait strategies, assign agents, and ensure a smooth call experience for both customers and employees.

In this lecture, you'll learn how to manage agents' statuses within call queues in 3CX. We'll cover how to set agents as available, on break, or offline, and demonstrate how to monitor and adjust statuses to ensure optimal call handling and response times in your queues.

In this lecture, you'll get a comprehensive guide to using the Queue Manager in 3CX.

In this lecture, you'll learn how to use 3CX's call reporting features to track and analyze call data. We'll cover how to generate reports on call volumes, durations, missed calls, and agent performance, helping you optimize your communication strategies and improve service efficiency.

In this lecture, you'll learn how to configure and use Paging and Intercom features in 3CX for efficient communication across your organization. We'll cover how to set up and activate these features, enabling announcements or direct communication between extensions without making a formal call.

In this lecture, you'll explore various tools and methods to visually draw and design call flows.

In this lecture, you'll walk through a practical example of an inbound call flow in 3CX. We'll cover how to set up and visualize the flow from the moment a call arrives, including handling IVRs, call queues, extensions, and voicemail, ensuring calls are routed effectively based on your organization's needs.

Let's test what we have configured!

In this lecture, you'll learn how to set up Live Chat within 3CX, allowing you to engage with customers in real time directly from your website.

In this lecture, you'll explore how to integrate Facebook with 3CX, enabling you to manage messages and respond to customer inquiries directly from the 3CX interface.

In this lecture, you'll learn how to integrate WhatsApp with 3CX to enable seamless communication with customers through the popular messaging platform.

In this lecture, you'll learn how to send and receive SMS messages through 3CX using SIP trunks.

In this lecture, you'll learn how to efficiently manage customer queries coming from multiple channels, including Live Chat, WhatsApp, Facebook, and SMS/MMS, all within the 3CX system.