Learning Hub / Tutorials / 3CX / Adding AI Knowledge Sources in 3CXFAQs

Tutorials: Adding AI Knowledge Sources in 3CX

Learn how to add Knowledge for AI Agents to use in your 3CX system.

Required Access: 3CX


Table of Contents:


Last Updated: 7/22/2026

navigation in 3CX to the admin page



Navigate to your 3CX, select "Admin", then "Integrations", then "AI".

knowledge sources tab



Click "Knowledge Sources".

add button to add a new knowledge source



Click "+Add" to add a new Knowledge Source.

name field under add new knowledge base



Enter the name of your Knowledge Source in "Name" field.

knowledge source description field

Enter a description of your Knowledge Source.

attach files add button in add new knowledge base



Click "+Add" to attach files.

location to attach files after clicking add



Click "+Add" again under Attach Files to Knowledge Source to upload documents from your computer.

red box around attach button under the Attach files to knowledge sources box



Once you have your source(s) uploaded, click "Attach" to upload them to OpenAI.

refresh button under Add new knowledge base



Click "Refresh" to review your new converted files and to verify that they uploaded correctly.

save button under add new knowledge base



Once you have your sources uploaded, click "Save" to save your new Knowledge Source.

navigate back to agents list button



After you have created all your needed Knowledge Sources, navigate back to AI Agents list.

Your new Knowledge Source, is now available to assign to your AI Agents! Make sure to assign the new Knowledge Source to each of the desired AI Agents.

Learning Hub / Tutorials / 3CX / Adding AI Knowledge Sources in 3CXFAQs