Local Workspace/Call Flow Studio
OPERATIONS / CALL ROUTING
Call Flow Studio
SANDBOX EXAMPLEMap and edit call routing in one view.
SANDBOX · MAIN INBOUND ROUTE6 NODES
Choose a connected phone system to inspect its live routing.
GUIDED PBX SETUP
Connected APIBuild your call tree
Start with the number callers dial. Set where calls go during office hours, after hours, and holidays. Department routes are listed below.
1Choose a main numberFind its card below.
2Set destinationsPick the right team, menu, or person for each time.
3Review and applyConfirm before changes reach the PBX.
ADD TO FLOWDrag a block onto the canvas or a node to connect it
Overview
Portfolio summary from the latest system sync.
Systems by customerPhone systems in portfolio
Version distributionReported PBX versions
Fleet statistics
Recent sync results and user inventory.
Phone systems
Choose a PBX to open its users, call handling, devices, and live configuration.
| PHONE SYSTEM | CUSTOMER | HOST | STATUS | USERS | VERSION | LAST CHECK-IN |
|---|
Your fleet is emptyAdd a 3CX system to see its status and extension inventory here.
PBX
CUSTOMER
Phone system
3CX VERSION—Last check-in —
Customers
Customer accounts grouped from your phone system connections.
| CUSTOMER | SYSTEMS | ONLINE | USERS |
|---|
No customer records yetCustomer accounts appear when you connect their first system.
Choose a phone system
Select a connected PBX to view and manage its extensions.
No phone systems connectedConnect a 3CX system to see its extension inventory here.
PBX
Phone system
Customer
| EXTENSION | USER | REGISTRATION | PROFILE |
|---|
No extensions synced for this PBXTry syncing this phone system, or add an extension.
Open alerts
Connection and policy alerts across the fleet.
No open alertsAlerts appear here when a scheduled check finds an issue.
Configuration baselines
Capture supported routing settings from a source PBX and preview differences on selected targets. Previewing never changes a PBX.
No configuration baselinesConnect and sync at least two phone systems to compare their routing configuration.
Extension inventory baselines
Compare current extension inventory with saved baselines.
No inventory baselines createdSave an inventory baseline after syncing at least one system.
Call volume
Answered and unanswered call segments over time.
Call outcomes
Answered versus missed call segments.
Call details 0
Detailed call report records returned by the connected PBX. Search filters this report.
Transcriptions and sentimentSentiment score, AI summary, and transcription are read directly from the 3CX call-report record. Summary and transcript text expand in each row when present; Switchboard does not initiate transcription.
| START TIME | SENTIMENT | AI SUMMARY | TRANSCRIPTION | CALLER | CALLER ID | DESTINATION | DESTINATION ID | RING TIME | TALK TIME | RESULT | CUSTOMER | PHONE SYSTEM |
|---|
No call segments returnedNo calls were returned for this date range, or this API account cannot access call reports.
Backup manager
Recent backup inventory reported by each connected PBX.
| FILE | CREATED | SIZE | CUSTOMER | PHONE SYSTEM |
|---|
No backup records returnedBackup status is read from the 3CX backup inventory.
Managed phones
Provision and review desk phones reported by connected PBXs.
| DEVICE | MODEL | FIRMWARE | REGISTRATION | ASSIGNED EXTENSION | CUSTOMER | PHONE SYSTEM |
|---|
No phone records returnedCheck device inventory access on the selected PBX or refresh later.
PBX inventory
Browse live trunks, inbound rules, queues, ring groups, receptionists, SBCs and device records.
No inventory records returnedCheck access to this resource on the selected PBX or refresh later.
UPDATE MANAGER
3CX updates
Live update inventory and installation state reported by each connected PBX.
Installing updates changes the selected PBX and may interrupt calls or require a restart. Review the 3CX-provided update list and confirm each install separately.
No connected phone systemsConnect and sync a PBX to check update availability.
READ-ONLY JOBS
Fleet sync schedule
Choose which phone systems the local server checks and how often.
Scheduled jobs run only while Switchboard is running on this computer. This schedule performs read-only connection and inventory checks; it does not install updates or change PBX configuration.
REPORT DELIVERY
Call Center daily report
Previous-day report delivery is configured on the Call Center page.
Loading report schedule…
Report delivery runs on the same local server. Its email and webhook settings are managed separately from fleet sync.
LICENSE & PARTNER BILLING
License Manager
3CX license facts are read live. Partner revenue and renewal dates are maintained here by your team.
License keys and email addresses are intentionally not displayed. Partner billing values are locally maintained and are not represented as 3CX-provided data.
No connected phone systemsConnect and sync a PBX to read its 3CX license status.
CONNECTORS
Webhook credentials are encrypted on this computer.Bring your tools together
Choose an integration below to open its settings, credentials, and setup options.
Event webhook
Send a small event notice when selected fleet or configuration activity occurs.
LIVE 3CX CONFIGURATION
Native integration settings
Configure supported settings on one connected 3CX system. Secret fields are write-only and left blank to keep the existing value.
Choose a phone system to load its settings.
FULL AI SETUP
Transcription & AI agents
Configure transcription and per-extension AI agents from this app. Tenant policy follows 3CX departments.
Choose a phone system above, then load AI setup.
Departments / tenants
3CX multi-company mode isolates companies through departments. Review memberships and transcription policy here.
Load AI setup to inspect PBX departments.
LIVE 3CX CONFIGURATION
Microsoft integration settings
Configure directory sync and Teams Direct Routing fields exposed by the selected PBX.
LIVE 3CX CONFIGURATION
CRM integration
Choose an installed CRM template, configure call handling and template parameters, and run the PBX CRM test from here.
Choose a PBX to load installed CRM templates.
Test CRM from this app
3CX runs the configured template test and returns the CRM match/log.
CRM template studio
Create or edit a 3CX XML template in this app. The supported Configuration API lets us inspect installed templates and configure/test the active template, but it does not publish new template files; the studio will generate and validate the file, with PBX deployment handled as an explicit app workflow only where the PBX exposes a supported upload method.
Connector directory
Connect services through an event workflow or plan a direct connector.
Microsoft 365
Configure Microsoft 365 directory and sync settings in this app. Microsoft tenant consent still has to be granted.
Open 3CX setup ↗Google Workspace & SSO
Settings are editable above; initial Google admin OAuth consent is completed in 3CX.
Open 3CX setup ↗Microsoft Teams Direct Routing
Configure the PBX routing fields here; tenant, certificate, DNS, and firewall prerequisites still apply.
Open 3CX setup ↗Live Chat & website messaging
Configure website chat and channels from 3CX. Website ownership and channel authorization are handled in their provider accounts.
Open 3CX setup ↗CRM integrations
Configure the installed CRM connector, test lookups, and edit or create XML templates in the in-app CRM studio.
Browse 3CX CRM guides ↗3CX AI
Configure provider, model, and keys above. Availability depends on your 3CX license.
Configure hereConnect a WhatsApp Business account through the Meta authorization flow in 3CX.
Open setup guide ↗Facebook messaging
Authorize the Facebook page and messaging channel in the 3CX admin portal.
Open 3CX setup ↗SMS provider
Configure a supported SMS provider and credentials in the 3CX messaging area.
Open 3CX setup ↗Teams, Slack, Zapier & Make
Send selected Switchboard fleet events using the webhook connection above.
Webhook readyHOSTED ACCOUNT
Your workspace
Loading plan details…
Monitoring settings
Fleet sync scheduling is managed centrally in Task Scheduler.
MOVE TO 3CX
Bring your PBX configuration across
Import exports from another phone system, review the mappings, then create items on a selected 3CX PBX.
1Choose source and destination
2Import and review CSV exports
3Apply in safe order
Migration setup
Files are analyzed in this browser. Choose a connected 3CX destination or stage vendor CSV exports.
Loading connected PBXs…
3CX TO 3CX · MULTI-SOURCE
Move from connected 3CX systems
Select one or more source PBXs, map each source department to a destination department, then review extensions, queues, and ring groups before creating them.
Use Ctrl or Command to select multiple systems. The selected destination cannot also be a source.
Select connected 3CX source PBXs to stage a system-to-system migration.
FREEPBX BACKUP IMPORT
Import one or more FreePBX backups
Analyze configuration-only .tgz/.tar.gz backups locally and stage supported records for the selected 3CX PBX.
Select one or more files under 80 MB each. Call recordings and audio files are not imported.
The files are read in this browser and are not uploaded to Switchboard or restored onto 3CX. Supported automatic staging: user extensions, basic queues, and ring groups. Trunks, DID routes, IVRs, recordings, phone settings, and vendor modules still need review.
VENDOR CSV IMPORT
Import Avaya, Mitel, Yeastar, or universal CSV
Use each PBX’s CSV export for users, queues, or ring groups. Or combine multiple source exports into a universal CSV. Set RecordType to Extension, Queue, or RingGroup; list member extension numbers separated by commas or semicolons.
Vendor CSV exports are read in this browser. Proprietary .exp, .bak, and encrypted PBX archives need vendor-specific converters and are not accepted here.
Migration readiness
Select a 3CX destination and load data to see conflicts and blockers before creating anything.
STEP 1 · USERS
Extensions & users
Names, extension numbers, email, and department. Missing passwords are replaced with temporary random passwords.
No file loaded.
STEP 2 · AFTER USERS
Call queues
Queue numbers, names, departments, member extensions, strategy, and basic wait limits.
No file loaded.
STEP 3 · AFTER USERS
Ring groups
Group numbers, names, departments, member extensions, and ring strategy.
No file loaded.
MIGRATION CHECKLIST
Items that need a PBX-specific step
Trunk credentials, DID ownership and routing, IVR prompt recordings, phone provisioning secrets, call recordings, and vendor-specific features cannot be copied from a generic CSV. Use this checklist to complete them after the import.
Temporary user passwords
Download this file now and deliver passwords to users securely. Switchboard does not save it.
LIVE OPERATIONS
Wallboard
Call Control pushes monitored call changes immediately. XAPI refreshes calls, agents, and queues every second by default.
Waiting for first sample
Queue status
3CX reports login at extension level here; that state is applied to each configured queue membership.
| QUEUE | MEMBERS | LOGGED IN | LOGGED OUT | AVAILABLE | BUSY | ACTIVE CALLS | WAITING |
|---|
No queue data was returned for this PBX scope.
Extension state
Presence/profile and queue login as reported by 3CX.
| EXTENSION | AGENT | PROFILE | QUEUE | STATE |
|---|
No extension state was returned for this PBX scope.
Active calls
Call legs currently visible from 3CX ActiveCalls.
| CALLER | CALLEE | STATUS | LAST STATUS CHANGE | PHONE SYSTEM | SUPERVISOR |
|---|
No active call legs reported in the latest sample.
Call Control push monitor
Live participant updates for DNs assigned to the Call Control Service Principal. This monitor is read-only.
Waiting for connection
Listen, Whisper, and Barge-In are started in the 3CX client, not through the current OAuth API. Use the Supervisor link on an active call to open its PBX, then select the call in 3CX. Your 3CX account must have the required role and department permissions. View 3CX permission requirements. Push monitoring requires Call Control enabled and the relevant DNs assigned to this Service Principal.
Push stream paused
| MONITORED DN | CALLER | PARTY | STATUS | CALL ID | PHONE SYSTEM |
|---|
Waiting for the first Call Control state snapshot.
Use any date range supported by your 3CX call history.
Historical report snapshotClick a chart bucket, reason, metric, or table row to inspect only its matching call or 3CX report records. Queue SLA and abandonment data are returned by dedicated 3CX reports; queue depth remains unavailable through this XAPI integration.Not refreshed yet
Call volume
Answered and unanswered calls in the selected window.
AnsweredUnanswered
Top destinations
Call-report destinations ranked by reported call segments.
| DESTINATION | CALLS | ANSWER RATE | AVG TALK |
|---|
No destination breakdown is available for this window.
Busiest time of day
Call segments grouped by hour in your browser time zone.
Peak hour will appear after a report is loaded.
Unanswered call reasons
Termination reason values returned directly by 3CX. Values may differ by PBX version and call path.
3CX did not return reason values for unanswered records in this report.
Attention points
Observed call data and configurable local alert thresholds.
Queue performance cards
3CX SLA totals, abandoned callers, and current agent availability by queue.
No per-queue service statistics were returned for this range.
Call volume heatmap
Call-log segments by local weekday and hour.
FewerMore
Caller reach
Distinct caller IDs in the selected report window; anonymous callers without an ID are excluded.
Agent activity
Choose an exact date and time range, then select an agent or activity count for its matching call details.
3CX XAPI returns current agent status but this connection does not expose historical login/presence intervals. Calls are attributed to an extension only when its number appears in a report segment.
| AGENT | CURRENT STATUS | SEGMENTS | ANSWERED | MISSED TO EXT. | TALK TIME | ACTIVITY BY HOUR |
|---|
No agent call segments were returned for this time range and PBX scope.
Top queue performance
Queues ranked by calls received in the selected date range.
| QUEUE | RECEIVED | ANSWERED WITHIN SLA | ABANDONED |
|---|
No queue performance statistics were returned.
Missed-call investigation
Filter unanswered segments by reported queue destination, termination reason, and extension.
“Destination is a queue” is based on the 3CX call segment’s destination type/number. It does not claim to identify a prior queue in a multi-step call journey when 3CX does not include that path in the record.
| START | CALLER | DESTINATION | EXTENSION | TERMINATION REASON | WAIT | PHONE SYSTEM |
|---|
No missed calls match these filters.
Scheduled daily report
Send the previous local calendar day to your email and configured event webhook.
Not configured
Scheduled daily report
Send the previous local calendar day to your email and configured event webhook.
The email includes the detailed CSV with caller-level report fields. The webhook receives summary and queue metrics only. Enable an event webhook in Integrations before turning on this schedule. SMTP hosts must resolve to a public address.
Queue service levels & abandoned calls
Dedicated 3CX queue reports for the same date range. Set the SLA wait threshold used by 3CX.
SLA by queue
| QUEUE | RECEIVED | BREACHES | WITHIN SLA |
|---|
No SLA statistics were returned for this range.
SLA breach details
| TIME | CALLER | QUEUE | WAIT |
|---|
No SLA breach details were returned.
Abandoned queue calls
| TIME | CALLER | QUEUE | WAIT | AGENT STATUS | ATTEMPTS |
|---|
No abandoned queue calls were returned.
Recent calls 0
Latest records in the selected reporting window.
| START TIME | CALLER | DESTINATION | RING TIME | TALK TIME | RESULT | PHONE SYSTEM |
|---|
No calls were returned for this reporting window.