Recording Manager AI
Every 3CX call recording, searchable and reviewed by AI.
Find, secure and manage every recording in one web portal, with AI summaries, scores and answers for each call.
Your call recordings hold the answers, and now you can reach them in seconds.
3CX records the calls. Recording Manager makes them useful: every recording in one place, cleaned up automatically, and only visible to the right people.
Find any call in seconds
Search and filter every recording from one web portal, then play, download, email or export it on the spot. No more digging through server folders.
Storage that looks after itself
Retention rules delete, archive or convert recordings to MP3 and move them on a schedule, so the server stays clear without manual cleanup.
The right access, every time
People see their own recordings, managers see their department's, and your retention policies are applied the same way every time, designed to help you meet your compliance needs.
Built to stay fast and organized, from everyday use to high call volumes as your team grows.
Know what happened on every call, without listening to it.
AI does the listening for you. Open any recording to see its summary, next steps, score and a full transcript, plus answers to the questions you care about.
The next steps from every call, written down.
AI summarizes each conversation, highlights the key points, lists the action items that were agreed, and picks out any appointments that were scheduled. Everyone on the call stays aligned on what happens next.
- A clear summary of the whole call
- Key points and agreed action items
- Appointments that were set during the call
- The sentiment of the conversation
Ask your own questions about any call.
Add questions for AI to answer on each recording. Did the agent say the call was being recorded? State the purpose of the call? Address every concern, give follow-up details and stay professional? Automated checks like these cut review time without skipping what matters.
- Save questions and reuse them on every review
- Edit the AI prompts behind each view, and choose which are active
- Designed to help you check compliance steps, like the recording notice
Score every call against your own standards.
AI scores each call on the questions you set, out of 10 by default, such as courtesy and professionalism, problem resolution, communication clarity, active listening and call efficiency, then totals the result. Scores show in the recordings list, so calls that need attention stand out for coaching.
- Your own scoring questions
- A score for each question, plus a total
- Weight the questions that matter most
- Scores visible right in the recordings list
Every word, in writing and searchable.
AI turns each recording into clear, readable text, so nobody has to sit through long recordings or strain to make out unclear audio. Every word is captured for you.
- Read a conversation at your own pace
- Search the text for the detail you need
- Keep a written record for future reference
Recording Manager is included in the VoIPTools Subscription.
One subscription gets you Recording Manager and 30+ other add-ons for 3CX.
Decide what is recorded, who can hear it, and how long it stays.
Recording options per extension
Choose which extensions are recorded and which get AI analysis, right from the web portal.
Role-based permissions
Users see their own recordings and managers see their department's. Admins can grant access outside a department after verification, and downloads can be limited to admins.
Retention, archiving and MP3
Delete old recordings, archive them, or convert them to MP3 automatically, and move recordings on a schedule with the built-in recording mover.
FTP export and email
Send recordings to your FTP server daily or live, into the folder you choose. Email recordings with the transcript and AI analysis included.
Custom Branding and colors
Make the portal look like your own.
Everything in Recording Manager, at a glance.
- Centralized web portal
- AI transcription and analysis
- Notes, scoring and summaries
- Smart search bar and filters
- MP3 conversion and retention rules
- FTP export, daily or live
- Built-in audio playback
- Role-based permissions
- Custom Branding and colors
Easy to run day to day
- Find, play and manage 3CX recordings without effort
- Works in standard browsers such as Chrome, Firefox, Safari and Opera
- Use it from a PC, Mac or smartphone
- Sign in with your 3CX credentials, with no separate user list to maintain
- Choose which extensions are recorded from the web portal
- Clear out old recordings that take up server space
- Simple to install and update
- Built on free Microsoft tools, which keeps it affordable
- 3CX version 20, on Windows or Linux, in the cloud or on-premises. Hosted by 3CX is not supported.
- A separate Windows 10 or later, or Windows Server 2012 or later, machine running alongside 3CX, with the Windows web server role turned on
- Microsoft SQL Server 2019 or later (the free Express edition works)
- VoIPTools Relay, which connects Recording Manager to your 3CX system
- Static IP addresses for both servers, with port 5500 open
- A browser with HTML5 audio, such as Chrome, Firefox, Safari or Opera, to play recordings
- For AI features: an OpenAI or Microsoft Azure OpenAI account
- The installer sets up missing prerequisites such as .NET Framework and SQL Server Express for you
Check the documentation for the current release and full setup details for your environment.
v20.0.6February 10, 2025+
- Fixed an issue that prevented some users from downloading the Excel file.
- Fixed an issue that required some users to restart the application to save ring group settings.
- Fixed an issue that prevented the Click to Call Chrome extension from working.
- Fixed an issue that prevented AI features from working properly on very long calls.
- Fixed an issue that stopped the grid from loading properly when there were a lot of records.
- Fixed other AI-related issues.
v20.0.3December 6, 2024+
- Fixed an issue that prevented recordings from downloading when the file name contained special characters.
- Added a column that shows the OpenAI API model.
- AI analysis results are now left out of emails when the transcription is empty or AI Analyze is turned off for an extension.
- When emailing recordings from the grid, the transcription and AI analysis results are now attached correctly.
- Removed unnecessary HTML tags from AI analysis results in emails for better readability.
- Fixed an issue where Recording Manager could not delete archived recordings from the D drive.
- Fixed an issue where users could download recordings from the three-dot menu even when downloads were restricted to admins.
- Simplified the AI analysis workflow: with AI Analysis turned on, scoring and transcription both run, with no separate checkboxes.
- Fixed an issue that stopped the recording mover from working for some users.
- Removed the Phone Password login option. Affected clients now use the Web Client Password.
- Removed the Default Download option from the play tab near the seek bar on the Recordings page.
- The edit button on the Recordings page now opens the recording file by default, or the archive file if the recording is unavailable.
- Admins can now grant recording access to users outside the department after verification.
- The Service button is now visible to admins only, not to users signing in through the web application portal.
- Fixed an issue where emails went to the alternative email address even when that option was unchecked.
- Removed the Advanced Settings section from the Import tab.
- Removed the 3CX Version option from the Import tab.
- Fixed the score progress bar overlapping the percentage text in the Recordings table.
v18.0.179November 15, 2024+
- Fixed an issue that prevented users from downloading recordings when the file name contained special characters.
- Added a column that shows the OpenAI model in use.
- Emails no longer include an AI analysis section when a recording does not use AI analysis.
- Fixed an issue that kept AI analysis and transcription out of emails sent from the grid.
- Removed some HTML tags from emails for better visibility.
- Fixed an issue that prevented some users from deleting archived recordings.
- Fixed an issue that prevented some users from signing in.
- Fixed an issue where users could download recordings from the three-dot menu even when downloads were restricted to admins.
- Fixed compressed recordings failing to play in the web interface (duration shown as 0).
- With AI analysis turned on, the score and transcription options are now both turned on.
- Fixed an issue where some admin users could not view extension information on the Recording Options page.
- Removed the Phone Password login option. The password now defaults to the Web Client Password.
- The edit button on the Recordings page now opens the recording file by default, or the archive file if the recording is unavailable.
- Other minor fixes and improvements.
v18.0.178September 26, 2024+
- Complete application overhaul with an all-new look.
- Faster loading and handling for larger datasets.
- Full AI integration: AI analysis, AI transcriptions, AI scoring and custom AI features.
- Fixed inconsistent date formats.
v18.0.176May 21, 2024+
- Fixed an issue that prevented access to group recordings when the group name contained special characters.
- Fixed errors in the event log when recording only inbound external calls was selected.
v18.0.175April 14, 2024+
- Fixed empty files with a duration of 0 being created when a requested file was not available.
v18.0.174April 10, 2024+
- Various minor fixes.
v18.0.173February 28, 2023+
- Added the ability to choose the folder on the FTP server where recordings are uploaded.
- Various minor fixes.
Talk to the team that builds Recording Manager.
Whether it is Recording Manager, another add-on, or a custom solution built around your needs, we can help you get the most out of 3CX.
- Sales@VoIPTools.com
- +1 801 642 4655
- Live chat and 24/7 support
Already a customer? For help with an install or an issue, email Support@VoIPTools.com.
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