Ai function requests from client

[sparklor]

Hi Guys,

I have a client who is requesting the Ai function to work in the following ways, I just want to know if this is yet possible through the inbuilt 3CX Ai currently.

1. Use the CRM database or phone address book to determine the clients first name and when answering the call using the Ai receptionist great the client by their name. ie Hello Jason "first name", welcome to QPC Group you are now being directed straight through to your Client liaison officer...

2. Can the Ai system detect the clients number and forward them directly to their relevant client liaison officer. Meaning from the address book can Ai know that the incoming number belongs to a certain Client Manager and direct straight through to them instead of having to go through reception first.

All help appreciated

Cheers
Jason

 

[TheodorosG_3CX]

You can go the other way here, for example send the inbound call to a CFD for CRM lookup and then tranfer the call accordingly to the AI Agent.

 

[nikolascx]

Hi,

Yes, this is exactly the direction we are working towards.

The goal is to allow the AI Receptionist to collect structured information during the call, such as booking details, intake data, reason for calling, preferred date/time, etc., and then make that data available outside of the live call screen.

That could be used for things like emailing the summary, sending it to chat, passing it to a call flow, creating a CRM/Salesforce record, or notifying the relevant team before or during the transfer.

Solution is via MCP

No ETA to share yet, but yes, this is very much on our radar and we are actively working in this direction.

 

[Marco pbx]

Is there any update regarding calling webhook feature on AI Receptionist? We are planning to use for our needs but agent is not useful without a proper endpoint data access and post call actions

 

[nikolascx]

Is there any update regarding calling webhook feature on AI Receptionist? We are planning to use for our needs but agent is not useful without a proper endpoint data access and post call actions

What you are describing is MCP.
We will have MCP server in the next update.
After that, we will make the MCP - Client side.
You need to wait until we release MCP - Client. No exact eta