3CX Phone Solutions

Key Features

3CX AI Features

3CX has made significant investments in AI with V20 Update 8, transforming the
platform from a phone system into an intelligent communications hub. Here’s what’s
new:

AI Receptionist Powered by OpenAI, the 3CX AI Receptionist answers calls instantly,
screens them, and filters out spam before they reach your team. It understands and
speaks many languages, adapts to your company’s tone and processes, and can
schedule meetings, handle inquiries, route calls, and capture key details — all through
natural, human-like conversations.

Agentic AI & AI Call Routing Update 8 marks a major step forward in how 3CX applies
AI to real-world call handling, with a strong focus on control, compliance, and
predictable costs. AI-powered routing, screening, and assistant roles are now
significantly expanded across the platform.

AI Personal Assistant (PA) Role The new PA AI Agent role is designed to screen and
manage calls on behalf of an executive. The PA extends a trusted caller circle, enforces availability rules, and handles callers on behalf of the user — reducing interruptions and ensuring important calls always get through.

AI Knowledge Sources AI Knowledge Sources allow AI Agents to retrieve company-
specific information during calls and chats, referencing internal materials such as
policies, FAQs, routing rules, or product guides — directly from the admin console.

Call Transcription & Summaries 3CX automatically transcribes recorded calls and
generates an AI summary capturing key topics, action items, and outcomes. Summaries appear in the web client and mobile app alongside the call recording, so managers can review team activity without listening to every call.

On-Premise & Private Cloud Transcription For organizations that cannot — or
choose not to — share voice data with external services, 3CX now supports
transcription entirely on your own network or private cloud. All processing happens on a machine you fully control, with no call data sent to OpenAI or Google. This also enables accurate speaker diarization, clearly identifying who said what on every call.

AI Meeting Notes For conference calls and internal meetings, 3CX automatically
generates meeting notes capturing attendees, key discussion points, and action items — no manual note-taking required.

Licensing

3CX is licensed by simultaneous calls (SC) — not per user — making it one of the most
cost-effective business phone systems as your organization grows. Here’s a breakdown of editions and what’s included at each level, followed by the SC to maximum extensions reference.

AI features require Enterprise edition or above. Contact us to confirm the right edition
and SC size for your deployment before you commit.

SC to Maximum Extensions Reference

Simultaneous Calls (SC)	Max Extensions
8 SC	40
16 SC	80
24 SC	120
32 SC	160
48 SC	240
64 SC	320
96 SC	480
128 SC	640
192 SC	960
256 SC	2,048
512 SC	4,096
1024 SC	8,192

“We are very pleased with the hosted 3CX phone system managed by SōtirIS Information Strategies. Our phone system runs reliably with minimal issues, keeping our team connected without interruption. Whenever something does come up, their support team responds quickly and resolves it with minimal impact to our business. They also keep us informed of any upcoming updates or patches and schedule them at times that work around our business hours. We would highly recommend SōtirIS Information Strategies to any organization looking for a dependable hosted phone solution.”

Tammy Shelley – President, SpeedPro Harrisburg

Why Work With Us?

We’re not just resellers — we’re a dedicated 3CX partner with hands-on experience
deploying and managing systems across a wide range of industries. When you work
with us, you get:

• Expert deployment – We handle the full installation, configuration, and testing
• Voxtelesys SIP trunking – We recommend and deploy Voxtelesys as our trusted SIP trunk provider, ensuring reliable call quality and competitive rates from day one
• Ongoing support – Fast, knowledgeable support from engineers who know 3CX inside out
• Training – We get your team up to speed so you get the most out of the platform
• Proactive management – We monitor your system and keep it updated so you don’t have to

“Making the switch from analog phones to VoIP with 3CX transformed the way our team communicates. Sotiris’ support team has been outstanding — any phone issues are acknowledged and addressed quickly, keeping our operations running without interruption. Having a dedicated team that’s reliably responsive has given us real confidence in our phone system.”

Jenn Ross – Homeland Center