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Configure VoIP / PBX

Goal

Connect your Issabel PBX system to Nexus for click-to-call, CDR sync, and call analytics.

Preconditions

  • You have an Issabel PBX system (or compatible Asterisk-based PBX) accessible via API.
  • An n8n instance is running and reachable from both PBX and Nexus.
  • You are an owner or admin of the Nexus organization.

Steps

  1. Configure PBX settings — Navigate to Settings → PBX and enter:
    • PBX API URL (e.g., https://your-pbx-domain/api)
    • API credentials
    • Default extension prefix
  2. Map user extensions — In Settings → PBX → Extensions:
    • Assign each team member their PBX extension number.
    • The pbx-extensions Edge Function manages extension data.
  3. Set up CDR sync — Configure n8n to forward CDRs:
    • Create an n8n workflow that triggers on PBX CDR events.
    • Point it to the pbx-cdr or pbx-cdr-sync Edge Function webhook.
    • CDRs are parsed and stored in the call_logs table.
  4. Test click-to-call:
    • Open a contact record.
    • Click the phone icon next to the contact's number.
    • Nexus calls call-initiate, which triggers the PBX to bridge the call between the agent's extension and the customer's number.
  5. Verify call logs — After a test call, check Calls in the sidebar. The CDR should appear within seconds.

Expected result

  • Agents can initiate calls from contact records via click-to-call.
  • Incoming and outgoing calls are logged in the Calls module with duration, status, and recording links.
  • Call analytics are available in the Analytics dashboard.

Common issues

IssueResolution
Click-to-call failsVerify PBX API URL and credentials. Check that the agent's extension is mapped correctly.
CDRs not syncingCheck n8n workflow execution logs. Verify the webhook URL points to the correct Edge Function.
Call recordings missingEnsure the PBX is configured to record calls and the recording storage is accessible.