✅ 3CX – IVR / Digital Receptionist Setup (Step‑by‑Step)

1. Log into the Admin Console

• Open your 3CX Web Admin Console
• Log in with administrator credentials

2. Go to Call Handling

• Navigate to:
  Admin → Call Handling

3. Add a Digital Receptionist (IVR)

• Click “+ Add Digital Receptionist”

4. Configure General Settings

Set the basic details:

• Name → e.g. Main IVR, After Hours Menu
• Department → controls office hours
• Assign DID (optional) → routes calls directly to IVR
• Prompt (Greeting) → upload or record message (e.g. “Press 1 for Sales…”)

5. Create Menu Options (Key Press Actions)

For each key (0–9):

• Set Action (what happens)
• Set Destination (where the call goes)

Examples:

• 1 → Sales (Ring Group / Queue)
• 2 → Support (Queue)
• 0 → Reception (Extension)
• 9 → Repeat message

6. Configure Call Handling Options

Set behaviour for:

• Invalid key press → where call goes if user presses wrong key
• No input timeout → what happens if no selection is made
• Fallback destination → voicemail, extension, or end call

7. (Optional) Configure Advanced Routing

You can also:

• Send calls to another IVR (multi-level menus)
• Route differently for office hours / after hours / holidays

8. Save the IVR

• Click Save to apply settings

9. Assign IVR to Incoming Calls

• Link your IVR to a DID or inbound rule so calls go to it