For web hosts and service providers that bill with WHMCS: the client is recognised by phone number and every call is logged to their account, with 3CX AI analysis when enabled.
Highlights
- Client account recognised by phone number
- WHMCS search from the 3CX dialler
- Calls logged to the client account
- 3CX AI transcript and summary when enabled
WHMCS is a billing and automation platform for web hosts, domain resellers and online service providers: client accounts, services, invoices and support tickets. When a client calls, it is often about an invoice, a renewal or a service that is down, and the agent needs to find their account quickly.
With our native template, the caller’s number is looked up among your WHMCS clients while the phone rings. The support agent sees the client account before answering and can go straight to their services and invoices. To call a client back, the agent searches WHMCS from the 3CX dialler. When the call ends, the conversation is logged in WHMCS. When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added.
You upload the template to your 3CX and it connects directly to the WHMCS API. There is no service to host.
- Client lookup by phone number, with the record displayed
- WHMCS search from the 3CX dialler
- Calls logged when they end
- 3CX AI analysis added when enabled
Frequently asked questions
Can clients be recognised by email?
No. For WHMCS, lookup is by phone number.
Can I create a WHMCS client from 3CX or log chats?
No. The integration finds existing clients and logs phone calls.
What do I need to install it?
WHMCS API credentials, a WHMCS installation reachable from your 3CX server, and 3CX V20 Pro or AI with CRM integration enabled.
