Overview

Call transcriptions, AI sentiment, and full recordings can now be inserted from 3CX.

By default, call recordings and summaries are only logged in the “Emails and Activities” details section (After you click “Read more”), which will show like this:

If required (e.g. for automations), you can also add columns to a) the Activities board, and b) the CDR board to capture this information to columns for further processing.

Full setup guide

Column names

In the video, we reference specific column names that should be used, here are the columns that can be added:

	Exact Column ID	Suggested Column title	Info
Call transacroption	transcription_3cx	3CX transcription	If call transcription is enabled in 3CX, this will contain the first 2,000 characters of a conversation
Call summary	summary_3cx	3CX Summary	If call summary generation is enabled in 3CX, this will contain the call summary
Recording	recording_3cx	3CX Recording	If call recordings are enabled in 3CX, this will contain the recording download link
Sentiment	sentiment_3cx	3CX Sentiment	If call sentiment generation is enabled in 3CX, this will contain the call sentiment

For all of the above, please contact your 3CX admin or partner to help you set up the 3CX side of the integration.