3CX - Configuring OpenAI Whisper for Transcription (Recordings and Voicemail)

3CX - Configuring OpenAI Whisper for Transcription (Recordings and Voicemail)

Configuring OpenAI Whisper for Transcription

Introduction

This document describes the steps you need to take to allow 3CX to transcribe your calls using OpenAI Whisper.

This feature requires a 3CX Enterprise license. If your 3CX license is 8SC or higher, voicemail transcription using 3CX AI is free.

Setting Up an OpenAI / Whisper Account

If you don't have an OpenAI account, you will need to create one, create a project and get the API key name. Here are the steps verified as of August 2024, but these may change, and you will need to check out the OpenAI documentation for more information.

  1. Go to https://platform.openai.com/login?launch  and click on API
  2. Create a new project name.
  3. Click on settings (cog) in the top right corner.
  4. Set up “Billing” with payment method and auto recharge amount settings.
  5. Optional: Click on “Limits”.  Then "Add Alert" so you get notified when usage hits x dollar limit, and "Edit Budget" so this is the max you will spend a month. (Remember it's in USD). Click Save.

Now Set up a new Project

  1. Go to Project and create a new project.
  2. Select the new project, click on “Settings” > “Limits”.
  3. Configure “Monthly Budget”, “Notification threshold”, Add models: “whisper-1” and “gpt-4-turbo” and set “Rate limits”. 
    Click on “Dashboard” > “API Keys” and press the “Start verification” to verify your phone number.
  4. After you receive SMS verification, you will be prompted to create an API key name, and set Permissions to “All” .

  5. Copy and save your API key somewhere safe. Remember, this is like a password with open access, so keep secure. Please do not email this to Tronic. To give this API key to Tronic, please do a live chat by going to https://tronic.com.au and clicking the chat bubble on the bottom right and give the team the API Key.


Tronic Will set this up for you free of charge by emailing support@tronic.com.au. Alternatively, if you want to do it yourself follow below.


Setting up OpenAI in 3CX

  1. Log in to the 3CX Admin Console and navigate to “Integrations” > “Transcription”.
  2. Select “Open AI” as your transcription engine.
  3. Paste the API key into the secret key field (copied in Step 5 above).
  4. Select a speech language.
  5. Press “Save”.
  6. Go to “Departments” > “Options” and enable transcription for each department. Once you enable all users, ring groups and queues will follow the department transcription settings.

  8. Further information on "Configuring 3CX AI Transcription" can be found on the following     3CX Transcription Page