Manual - 3CX [plug-in]

Contents:
Notes
System requirements
Configuration in partner portal
On the server
Uninstall old plugins
Configuration in Bubble Software
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Features
Pop-up type-
Bubble pop-up
Make use of the pop-up that Bubble triggers by incoming calls.
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Answer button
With call control you can directly answer a call via a button in the pop-up notification.
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Hangup button
With call control you can directly end a call via a button in the pop-up notification.
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Call initiation
Call initiation is supported by this integration. That means that you can easily start an outgoing telephone call with one mouse click (click to dial), dial button on your keybord (select to dial) or use the Bubble remote dialer and SearchBar.
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Answer button 3CX
With call control you can directly answer a call via a button in the pop-up notification. Unfortunately 3CX doesn't support this functionality for the 3CX softphone.
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Hold/Resume button
Easily put a call on hold during a call with a single mouse click
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Cold transfer button
The cold transfer feature allows you to transfer the call directly to a phone number without a callback.
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Attended transfer button
The warm transfer feature allows you to transfer the call to a call-back telephone number.
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Inbound events
This allows Bubble to show data for incoming calls.
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Outbound events
This allows Bubble to show data for outgoing calls.
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Transfered events
Bubble also displays the data on transferred calls.
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External number (inbound)
The $external_number parameter is available for inbound call events.
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External number (outbound)
The $external_number parameter is available for outbound call events.
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Admin account required
Authentication based on an account with admin rights is required to activate the integration
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Server plugin installation required
This integration requires additional software to be installed on the telephony server.
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Company based
This telephone system supports company-level authentication. It is only necessary to add the internal phonenumbers/extensions to the user(s) in the partner portal.
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Bubble Desktop
bble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
I configured the Phone connector but there is no pop-up showing.
In general it can have four causes: Cause 1 The phone connector is not active yet in Bubble. Make sure you turn on the phone connector by clicking the switch so there is a blue frame around it. Only t...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
Can I check if the call events are coming through?
Yes, you can! In the Bubble software you can check under Phone Connectors if the call events are coming through. This is also an extra way of checking whether you have done the configuration correctly...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
Configure Click&Call device
Note: This item applies to all phone connectors that are routing call events based on the users internal number.You can configure the default Click&Call device by marking the user's internal numbe...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
3CX click to dial: call transfer failed
When click-to-dial / hotkey dialing doesn't work and you are hearing a voice telling you that the call transfered failed, make sure your outbound rules are correctly set. MakeCall is using a system ex...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
Call control combined with 3CX softphone
If you are using the 3CX softphone, there is unfortunately a limitation in call control because 3CX does not support an 'answer' event via the API. Fortunately, for the 3CX Windows application, there...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.