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We have developed a 3CX IVR monitoring application that captures the IVR path and writes it into a dedicated Salesforce field (not the default comment field used by 3CX).
The solution consists of two components:
If you would like, I can also provide:
The solution consists of two components:
- A web configuration application
- An operational Chrome extension
Identified Limitations in 3CX
- Does not provide the IVR path taken by the caller
- Supports only single-digit DTMF input
- Salesforce integration limited to a single unstructured text field
Features
IVR
- Display the IVR path in real time
- DTMF label configuration (business arguments)
Queue Management
- Custom prioritization
- Additional criteria (e.g., open form = agent busy)
Call Handling
- Custom audio playback
- Advanced DTMF input (e.g., geographic department selection)
- Custom call routing
Chrome Extension
- Push notifications
- Displays IVR responses
- Suggests appropriate call disposition codes
- Outbound call form (reason + conclusion)
Salesforce Integration
- Automatic creation of a complete, structured activity
- Contact and lead lookup to link them to the activity
Example Scenarios
Standard Incoming Call
- The caller navigates through the IVR.
- DTMF inputs are collected and interpreted.
- The call is routed to the first available agent.
- The Chrome extension opens with the captured arguments.
- The agent handles the call and selects a disposition code.
- The Salesforce task is automatically created.
Call with Department Entry
- The caller is redirected to the application voice server.
- The caller enters their department code (3 digits).
- The call is routed to the appropriate contact.
- The remaining process is identical to a standard call.
If you would like, I can also provide:
- A shorter commercial version
- A technical version for IT teams
- A pitch deck version
- Or a website-ready version