Go to user settings and enable the 3cx configuration boolean.

You can see the 3cx configuration menu in the contacts. Click on menu will open a popup to download xml file.

Go to the admin console in 3cx and click on integration.

On integration select open contact URL using server side CRM integration option.

Select CRM from integration tab. Click on add template button.

By clicking on add template button it will open a popup to select downloaded .xml file.

After Adding template enable both "Add CRM contacts to 3CX phonebook" and "Call Journaling" options.

When a new contact calls in 3CX, only their number will be displayed.

Once you click to answer, a new tab with the Odoo URL will open, and the number will be added to the contact. Only the number will be added; other details will need to be filled in manually.

Whenever the call ends it will auto-add the below details in the chatter

Subject
Date
Call type
Agent Name
Agent phone

Go to 3CX CRM Integration Settings and configure the Destination Routing and Fallback Destinations.

Click on Download 3CX XML submenu from 3CX CRM menu.

Download 3CX Configuration XML wizard will open check the required details.

User can select destination routing from the wizard.

Click on the download button from the wizard.

Go to the 3CX CRM integration -> Select CRM solution, add API key and Host Odoo.

Click on Test button from 3CX CRM.

The 3CX CRM Integration Settings display configuration guidance for WhatsApp providers, 3CX synchronization, and Helpdesk integration, including important notes about required Enterprise Helpdesk support and unsupported 3CX API operations.

Copy talk URL from 3CX Talk and paste the URL to the brouser.

Create a Customer Account in 3CX.

Write a message from the customer account.

On the admin side, the message will be received in the 3CX chat.

The customer's contact will be created in Odoo.

In the contact's chatter, the user can view the live chat details.

Click on the Call Logs menu from the 3CX CRM menu.

The 3CX Chat Logs list view will open.

Open a log from the list view to view the contact details and related chat information.

The 3CX Extension Mapping list displays the configured 3CX extension, assigned Odoo user, and company.

An incoming call notification is also shown with options to Open CRM Record, Answer, Transfer, or Decline the call.

Click on the Customer Communication Report submenu from the 3CX CRM menu.

The 3CX Customer Communication Report list view will open. You can group the records by feature to view the Recordings group.

Open a record from the Recordings group to view its customer communication details.
User can see Call log and recording attachment under recording details section.

Click Call Log to open the communication record. The user can view the Create Activity, Open Related Record, WhatsApp, and Post to Chatter buttons. The record also displays the Contact Name, Call ID, Call Type, Call Time, and Call Status.

Under the MOM Details tab, the user can add the Minutes of Meeting (MOM) details for the communication record.

The 3CX Payload tab allows the user to view the 3CX payload details associated with the communication record.

Under 3CX Configurations, select Helpdesk Ticket as the Destination Routing option.

Log in to the Customer Account from the 3CX app.

From the Customer Account in the 3CX app, send a message to initiate communication with the customer support team.

From the Admin side, the message will be received under 3CX Chat.

From 3CX Chat, the admin can reply directly to the customer's message.

Open the Helpdesk app in Odoo to manage customer support tickets.

A message received through 3CX will automatically create a Helpdesk Ticket in Odoo.

Open the Helpdesk Ticket to access its form view and view the ticket details.

Under 3CX Configurations, select CRM Leads as the Destination Routing option.

Log in to the Customer Account from the 3CX app.

From the Customer Account in the 3CX app, send a message to initiate communication with the customer support team.

From the Admin side, the message will be received under 3CX Chat.

Open the Pipline from CRM app in Odoo to manage customer support tickets.
A message received through 3CX will automatically create a CRM Lead in Odoo.

Open the Lead to access its form view and view the 3CX Chat details.

3CX Call logs list view.

The user can view the Create Activity, Open Related Record, WhatsApp, and Post to Chatter buttons. The record also displays the Contact Name, Call ID, Call Type, Call Time, and Call Status.

Open the CRM Lead created from 3CX. The user can view the 3CX Calls/MOM tab, along with the related call details.

Create a 3CX WhatsApp Configuration and enter the required API URL, API Token/Key, and Sender Number.

The Default Template is used when a WhatsApp follow-up is created without selecting a specific template.

Create a WhatsApp Template and enter the Template Name and select the appropriate Usage Type.

The 3CX Sync Jobs list view displays the available synchronization jobs and their related details.

Open the 3CX Sync Job form view to view the Target Model, Status, WhatsApp Follow-Up, Import Warnings, Operations, Batch Size, and Last Sync Date details.