AI call transcription to CRM

[beurle]

We have a small sales team in Australia and I would like to get call transcription into Zoho CRM. 3CX is on premise at v20 u9 and we have AI Edition 8 Simultaneous Calls.

Voicemail works but we don't get a transcription on a recording.




I presume that although the GUI allows this setup, we need something with OpenAI?

 

[Evolute IT]

We have a small sales team in Australia and I would like to get call transcription into Zoho CRM. 3CX is on premise at v20 u9 and we have AI Edition 8 Simultaneous Calls.

Voicemail works but we don't get a transcription on a recording.


View attachment 52450

I presume that although the GUI allows this setup, we need something with OpenAI?

You need to use OpenAI or Grok to get the transcription for recordings. Or the 3CX AI Server that you can run on a Mac or NVIDIA GPU. The default Zoho template includes the variables for the transcript in the logged activity texts.

 

[KyriacosS_3CX]

Hello,

As per previous announcements, 3CX cloud transcription is indeed only for Voicemails on AI Edition. For call recordings you do indeed need to go with one of the other options.

 

[beurle]

That's disappointing. For a smaller organisation its messy having things scattered all over. Hopefully its something you can do in the future. The GUI should be updated to make it clear that selection is not an option?

 

[beurle]

I setup OpenAI using the outdated instructions. It does not appear to support 'Stereo Mode' so you just end up with a bit of a jumbled mess.