Getting Started

Get up and running with RingerIQ in minutes. Connect your phone system and start capturing call intelligence.

Sign up

Create your account at platform.ringeriq.com/signup. Choose your plan and organization name. Your dedicated instance will be provisioned automatically - this usually takes about a minute.

First login

Once your instance is ready, click Open My App from the platform dashboard. You'll be logged in automatically and taken to the setup wizard.

Setup wizard

The setup wizard walks you through three setup methods:

• Automatic (3CX API) - Connect your 3CX credentials and we'll import extensions, groups, and configure recording access automatically.
• Manual - Download a pre-configured webhook template and set it up in your 3CX admin console.
• Concierge - Our team handles the setup for you. Just provide your 3CX admin URL and we'll configure everything.

Dashboard overview

After setup, your dashboard shows:

• Today's calls - Total calls received today
• Average sentiment - Rolling sentiment score across calls
• Call trends - 30-day call volume chart
• Calls by type - Distribution of sales, support, returns, etc.
• Calls by extension - See which team members handle the most calls

Connecting Your PBX

RingerIQ connects to your phone system via webhooks. When a call starts or ends, your PBX sends a notification to RingerIQ.

3CX webhook setup

1. In RingerIQ, go to Integrations and find your webhook URL. It looks like:
   https://your-instance.ringeriq.com/webhook/3cx?secret=YOUR_SECRET
2. Download the pre-configured 3CX CRM integration template from the Integrations page or Setup Wizard.
3. In your 3CX Management Console, go to Settings → CRM Integration.
4. Click Add, choose Upload Template, and upload the XML file.
5. The template is pre-filled with your webhook URL. Save and enable the integration.

3CX API credentials (automatic setup)

For automatic setup, you need 3CX XAPI credentials:

1. Log in to your 3CX Management Console as System Owner.
2. Go to Integrations → API (requires 3CX Enterprise license, 8SC+).
3. Create a new API client or use an existing one.
4. Copy the Client ID and Client Secret.
5. In RingerIQ, go to Integrations → 3CX API and paste your credentials along with your 3CX server URL.

Generic PBX webhook

If you use a PBX other than 3CX, you can send call events to our generic webhook endpoint:

Send a JSON body with these fields:

{
  "caller_number": "+61400000000",
  "extension": "101",
  "direction": "inbound",
  "status": "answered",
  "started_at": "2026-03-25T10:30:00Z",
  "duration": 180
}

Call Recordings Setup

Call recordings are the foundation of AI-powered transcription and analysis. RingerIQ supports three methods for accessing recordings.

Option 1: 3CX API method

The simplest option if you have a 3CX Enterprise license (8SC+).

• Requirements: 3CX Enterprise license, System Owner permissions, 3CX API credentials configured.
• How it works: RingerIQ uses the 3CX XAPI to download recordings directly from your 3CX server.
• Setup: Go to Integrations → Call Recordings, select 3CX API, and save. Recordings will be pulled automatically every 5 minutes.

Option 2: S3/R2 cloud storage

Use any S3-compatible storage (AWS S3, Cloudflare R2, MinIO, etc.).

• Configure your 3CX to upload recordings to your S3 bucket.
• In RingerIQ, go to Integrations → Call Recordings and select S3/R2 Storage.
• Enter your endpoint URL, bucket name, access key, secret key, and optional prefix.

Option 3: Google Cloud Storage

For teams already using Google Cloud.

• Create a GCS bucket and a service account with read access.
• In RingerIQ, go to Integrations → Call Recordings and select Google Cloud Storage.
• Enter your bucket name, optional prefix, and upload the service account JSON key file.

How 3CX stores recordings

3CX typically stores recordings in a folder structure like:

RingerIQ scans for new recordings every 5 minutes and matches them to calls by timestamp and extension.

PCI scrubbing

When enabled (default), RingerIQ automatically detects and redacts payment card numbers from both audio and transcription text. See PCI Compliance for details.

Importing Contacts

Import your customer database so RingerIQ can match incoming calls to known contacts and display their information.

CSV format

Prepare a CSV file with a header row. The phone column is required; all others are optional.

phone,name,email,company
+61400123456,Jane Smith,[email protected],Acme Corp
+61412345678,John Doe,[email protected],Widget Co
0398765432,Support Line,,Internal

Phone number normalization

RingerIQ normalizes phone numbers automatically. You can use any format:

• +61400123456 (international E.164)
• 0400123456 (local format)
• 03 9876 5432 (with spaces)

Numbers are matched using the last 9 digits, so formatting differences don't matter.

How to upload

1. Go to Settings in your RingerIQ dashboard.
2. Scroll to Import Contacts.
3. Click Choose File and select your CSV.
4. Click Import. Duplicates are updated, not created again.

E-commerce sync

For automatic contact sync from your e-commerce platform, see Integrations → E-Commerce. We support OpenMage (Magento 1), WooCommerce, and Shopify.

CallPop Desktop App

Get desktop notifications with caller info, order history, and contact details the instant a call comes in.

Download

Installation

1. Download the installer for your platform.
2. Windows: Run the .exe installer. Allow it through Windows Defender if prompted.
3. macOS: Open the .dmg, drag RingerIQ CallPop to Applications. On first launch, right-click → Open to bypass Gatekeeper.
4. The app starts minimized in your system tray / menu bar.

Configuration

1. In your RingerIQ web app, go to Staff.
2. Find your user and click Config Code.
3. Copy the generated config URL.
4. In the CallPop app, click the system tray icon → Settings.
5. Paste the config URL and click Connect.

3CX API Integration

Connect RingerIQ to your 3CX system via the XAPI to automatically import extensions, groups, and access recordings.

What it does

• Automatically imports all extensions and their display names
• Imports ring groups for broadcast notifications
• Enables direct recording access via the 3CX API (no separate storage needed)
• Keeps extension data in sync with your 3CX system

Where to configure

Go to Integrations → 3CX API in your RingerIQ dashboard. You'll need:

• 3CX Server URL - Your 3CX management console URL (e.g., https://mycompany.3cx.com.au)
• Client ID - From 3CX Admin → Integrations → API
• Client Secret - From 3CX Admin → Integrations → API

Required permissions

The API client must be created by a System Owner account. Regular admin or manager accounts don't have access to the XAPI.

Your 3CX system must have an Enterprise license (8 simultaneous calls or more) for API access.

Troubleshooting

PCI Compliance

RingerIQ automatically detects and redacts payment card information from call recordings and transcriptions.

What gets scrubbed

• Card numbers - 16-digit card numbers are detected and replaced with **** in transcription text. The corresponding audio segment is silenced.
• CVV/CVC codes - 3-4 digit security codes spoken after card numbers are redacted.
• Expiry dates - Dates spoken in card context (e.g., "expires oh-three twenty-seven") are masked as **/**.

How it works

1. After transcription, the AI scans the text for patterns matching card data.
2. Detected card segments are mapped back to their timestamps in the audio.
3. The audio is re-encoded with those segments silenced (using ffmpeg).
4. The scrubbed audio and redacted transcript replace the originals.

Toggle location

PCI scrubbing is enabled by default. To toggle it:

1. Go to Integrations → Call Recordings.
2. Find the PCI Scrubbing toggle.
3. Toggle on or off and save.

Note: Disabling PCI scrubbing means card numbers may appear in plain text in transcriptions and be audible in recordings. Only disable this if your business does not handle payment card data over the phone.

Frequently Asked Questions