Required Access: 3CX
Table of Contents:
- Navigate to 3CX
- Add Personal Assistant
- Configure Agent Info
- Configure Agent Type
- Call Screening
- Spam Filter
- Options
- AI Prompt
Last Updated: 7/22/2026
Learning Hub / Tutorials / 3CX / How To Configure A Personal Assistant AI Agent in 3CX FAQs
Tutorials: How To Configure A Personal Assistant AI Agent in 3CX
Learn how to set up a personalized AI assistant for your 3CX phone system. This guide walks you through defining agent details and setting up intelligent call screening and transfer rules.
Navigate to your 3CX, select "Admin", then "Integrations", then "AI".
Click "Add Agent".
Click "Personal Assistant".
Add your desired extension number to the "Extension" field.
Select the user that the AI Agent is going to Assist.
Under "Department Membership", select a Department for your new Agent.
Input your desired First and Last Name.
Select your desired Voice Style.
Set the Maximum Call Duration for each AI phone call.
Enter the desired Agent Talk Link for live chat (If desired).
Click "Agent Type".
Click the Knowledge Sources drop-down and select the desired Knowledge Source(s).
Select the Allow Language Switching checkbox to let the AI Agent speak in multiple languages.
Edit the First Message field to reflect what you would like the AI Agent to start the conversation with.
Click "Call Screening".
Under "Block Call", add any Block Call keywords to filter calls that need to be dropped.
Add keywords to the "Urgent Call" field to specify what types of calls need to get transferred right away.
Click "Spam Filter".
Dictate where spam calls route under "Spam Action".
Click "Options".
Select where to route calls from abusive or frustrated callers and unresponsive callers.
Click the "AI Prompt" tab.
In this tab you can customize the AI Prompt for extra configuration.
Click "Save" when finished.
Learning Hub / Tutorials / 3CX / How To Configure A Personal Assistant AI Agent in 3CX FAQs
