Platform Features
Every feature, in one place.
A reference for service providers, integrators, and IT teams evaluating Thirdlane against an RFP or a competing platform. 107 capabilities across 14 functional areas — all in one multi-tenant system, on one upgrade path.
Highlights flagged 16.x ship in the current Thirdlane 16.1 release line. See the release notes for full per-version detail.
Voice & PBX
Carrier-grade SIP PBX core engineered for true multi-tenancy. One platform, one upgrade path, one admin model — not a fleet of per-customer instances.
True multi-tenant PBX
Single shared platform with logical tenant isolation — not a separate instance per customer. Scales to thousands of tenants.
Per-tenant isolation
Every customer gets their own dial plans, extensions, voicemail, recordings, admin scope, and branding. No cross-talk.
IVR & visual call flow
16.xMulti-level menus, time conditions, ring groups, announcements. Interactive call-flow diagram with double-click-to-edit and search.
Routing Conditions
16.xReusable decision points evaluating schedule or office mode with match/no-match destinations, chainable from IVR, inbound routes, hunt lists.
Default route
16.xTenant-wide fallback when no inbound route matches. Visualized in Call Flow with interactive editing.
Voicemail & recording
Voicemail-to-email, configurable retention, on-demand and policy-based call recording, transcription, and AI summary.
Conferencing & paging
On-demand and scheduled audio conferences. Paging and intercom over the same fabric.
Trunks & failover
Multi-trunk routing, least-cost routing, automatic failover, regulation-aware patterns.
E.164 dialing plans
16.xCountry-based normalization with 51 pre-configured plans. Per-user and per-trunk overrides for remote workers and provider quirks.
STIR/SHAKEN attestation
Caller ID attestation built in for North American compliance.
Integrated SBC
Session border control bundled — no separate vendor, no separate license.
Contact Center
Contact center on the same platform as the PBX. Voice plus messaging in one routing fabric — not a bolted-on app.
Omnichannel queues
16.xVoice, SMS, WhatsApp, and web chat routed through a single queue model with consistent identity and history.
Skill-based ACD
Skills, priority, callback in queue, agent presence, supervisor barge / whisper / monitor.
After Contact Work (ACW)
16.xConfigurable ACW policies with disposition requirements, time limits, agent-requested extensions, automatic Asterisk wrapuptime sync.
Pause & disposition codes
16.x8 default Pause codes and 12 default Disposition codes. Per-tenant and per-queue code sets with three-level inheritance (Global → Tenant → Queue).
Interactions screen
16.xUnified review of closed interactions across voice, chat, SMS, and WhatsApp — filterable by agent, queue, channel, DID, disposition, date range.
CC Admin & CC Supervisor roles
16.xDedicated administrator scopes — CC Admin sees all queues for a tenant, CC Supervisor is queue-scoped only.
Agent dashboard
Real-time queue stats, presence, and historical analytics with drill-down and scheduled email delivery.
Quality monitoring
Recording with on-demand and policy-based modes. AI-driven QA scoring, sentiment analysis, compliance checks (see AI section).
Built-in CRM
A real CRM module included with the platform — not just a click-to-call plug-in. Tenant-scoped contacts, activities, campaigns, and deals.
Contacts, Accounts, Leads, Deals
Built-inFull grid, form, filter, and CRUD. Pipeline stages with weighted values, contact and account linking.
Lists (static & dynamic)
16.xManual selection or live-query criteria (status, source, tag, account, opt-in flags, date ranges).
Custom fields
16.xPer-tenant custom contact, account, and lead fields with dynamic form injection.
Contact timeline
16.xUnified chronological view of activities and contact center interactions per contact.
Tasks & activities
16.xPriorities, due dates, assignees, status workflow, overdue detection.
Campaigns
16.xBulk outbound WhatsApp and SMS to contact lists with scheduled delivery, timezone-aware time picker, send-time windows, per-contact tracking.
CSV import wizard
16.xThree-step Upload → Map fields → Review with delimiter auto-detect, header alias mapping, dry-run preview, reusable import templates.
CRM REST APIs
16.xFull CRUD with OpenAPI 3.1 specs and interactive Scalar docs for Contacts, Accounts, Leads, Lists, Custom Fields, Activities, Tasks, Campaigns, Deals.
Messaging & WhatsApp
Native WhatsApp Business integration — Thirdlane is its own WABA provider, not a reseller of someone else’s broker. SMS, MMS, and WhatsApp share routing, identity, and reporting with voice.
Native WhatsApp Business API
Built-inDirect Meta WABA integration with phone number sync and message template sync. No third-party broker, no markup, no extra hop.
DID-to-WhatsApp mapping
16.xMap any DID to a WhatsApp number directly from the DID form with tenant-scoped auto-match suggestions and a WhatsApp status column.
SMS & MMS
Two-way SMS and MMS where supported. A2P/10DLC-aware routing for US deliverability.
Custom SMS gateway
16.xWebhook-based integration for carriers without built-in support, with downloadable Perl, Python, and Node.js reference adapters.
Messaging Channels config
16.xSingle screen for linking WhatsApp, SMS, and voice provider resources to tenants.
Messaging Log (MDR)
16.xChannel, provider message id, error details, and lifecycle timestamps for every send — diagnose failed SMS and WhatsApp without leaving the report.
Marketing administrator role
16.xDedicated role scoped to CRM, messaging channels, and WhatsApp accounts.
AI & Voice Intelligence
Post-call analysis, transcription, and conversational AI hooks. Bring your own model, or use ours — your data and prompts, your choice.
Post-call AI analysis
16.xSummarization, sentiment, categorization, action-item extraction, QA scoring, entity extraction, compliance checking.
Pluggable AI providers
16.xAI analysis service provider with automatic model discovery and configurable analysis options per service.
Recording detail with AI insights
16.xSingle Details icon opens a tabbed view: call summary, transcription, action items, sentiment, QA scoring, entity recognition, compliance.
Connect AI master switch
16.xPer-tenant toggle that enables or hides voice messages, dictation, on-device transcription, and the Connect AI settings page across web, desktop, and mobile.
Transcription
On-device or server-side transcription, with language detection and the ability to feed downstream analytics.
Connect — UC Apps
Branded desktop, web, and mobile clients for voice, video, messaging, presence, and meetings. White-label per tenant, not just per platform.
Voice, video, chat, presence
White-labelOne app for calls, meetings, screen share, file transfer, and team chat. Same identity across web, iOS, Android, macOS, Windows, Linux.
Per-tenant branding
16.xCustom logo, app name, sign-in button color, and favicon per tenant. Auto-contrast text. Falls back to global defaults.
Meetings & screen share
On-demand and scheduled audio/video meetings, screen share, file sharing — running on your platform, on your domain.
CRM screen pop & click-to-call
Browser extension and in-app integrations for Salesforce, HubSpot, Zoho, Microsoft Dynamics, SugarCRM, Pipedrive, plus thousands more via Zapier.
Mobile-first calling
Place calls from your office extension and caller ID without exposing the agent’s mobile number.
Connect Branding
16.xCustomize the Connect login page per tenant, including logo, favicon, and sign-in colors.
Security & Compliance
TLS/SRTP, per-tenant isolation, role-based admin, audit trails, and the deployment models you need for HIPAA, GDPR, and regulated environments.
OIDC SSO across every surface
16.xSingle sign-on with MFA across Configuration Manager, the User Portal, and Thirdlane Connect on web, desktop, and mobile — one identity, one MFA challenge.
Named OIDC providers
16.xPre-named integrations for Okta, Azure AD, Google Workspace, Keycloak, Authentik, and Zoho. Plus any other OIDC-compliant identity provider.
Email-based username alias
16.xUsers can sign in to Configuration Manager, User Portal, and Connect with their email address as well as their username.
Secure Password Mode
16.xOne-way upgrade that eliminates plaintext password storage, blocks administrator password retrieval, and enforces email-based reset with mandatory change on next login.
Onboarding modes
16.xTenant-wide setting for invite-link onboarding (email enforced) or temporary-password mode (force change on first login). Onboarding state column and filter on User Extensions.
Encrypted media & signaling
TLS for SIP signaling and SRTP for media. End-to-end where supported by endpoints.
Per-tenant security policies
Each tenant gets its own role model, audit trail, and policy enforcement.
STIR/SHAKEN attestation
A/B/C attestation, integrated SBC, and policy-driven anti-spoofing.
Audit & system audit
16.xPer-tenant audit logs plus a System Audit screen with email validation, missing-email detection, and onboarding-state checks.
Phones & Provisioning
Zero-touch provisioning for the major desk-phone vendors and softphones. Run our DMS, point at a customer-managed DMS, or run both in parallel.
Phone Models management
16.xBrowse, filter, clone, and inline-edit templates for every supported phone model. Full CRUD for custom models.
Per-model provisioning protocol
16.xHTTP, HTTPS, FTP, FTPS, TFTP — chosen per model, with global defaults and protocol-aware template variables.
Custom template variables
16.xDefine global name-value pairs in Provisioning Settings and reference them across all phone templates.
External Provisioning mode
16.xDirect phones to download configs from a customer-managed DMS for environments where the customer’s DMS is the source of truth.
Per-model path segments
16.xExternal provisioning URLs, firmware paths, and S3 object keys are scoped per model — prefix-scoped access, no filename collisions across models.
Disable local provisioning services
16.xToggle FTP, HTTP, HTTPS, and TFTP services individually, or shut them all down automatically when running fully against an external DMS.
S3 file transport
16.xAutomatic upload of provisioning files to any S3-compatible target after each device is provisioned.
Custom Script transport
16.xRun user-defined post-provisioning scripts with file paths and context variables — bridge to any DMS, archival system, or audit pipeline.
Phone Firmware screen
16.xTemplates and firmware are now separate — templates ship with the manager, firmware is optional and managed on a dedicated screen.
Broad phone compatibility
Yealink, Fanvil, Snom, Polycom, Grandstream, and any standards-compliant SIP phone or softphone.
Reports & Analytics
Built-in reporting across Call, Contact Center, CRM, and Enterprise — with drill-down, scheduled email delivery, and a dedicated reporting connection.
Reports module
16.xCall Reports, Contact Center Reports, CRM Reports, Enterprise Reports — interactive charts, data tables, date controls, drill-down, favorites, scheduled delivery.
Separate reporting connection
16.xDistinguish telephony write credentials from reporting reads. Same MySQL by default, or split to a dedicated host or read replica.
Real-time queue analytics
Live queue and agent stats with supervisor tools.
Recording analytics
16.xAI-driven sentiment, QA, entity extraction, and compliance scoring on recordings.
Branding & White-label
Per-tenant branding is a first-class concern, not an afterthought. Your customers see your brand, not ours.
Global brand colors
16.xConfigure brand colors at the global level for the platform.
Per-tenant branding
16.xCustom logo and brand colors per tenant that override system defaults.
Auto-contrast UI
16.xToolbar text and icons automatically switch between light and dark for readability based on the primary brand color.
Email Templates
16.xDB-backed templates with HTML preview and dynamic brand-variable injection (BRAND_APP_NAME, BRAND_LOGO_URL, etc.).
Media Library
16.xUpload and manage images for branding and email templates with thumbnail previews.
Connect white-label
White-labeled apps on iOS App Store and Google Play under your brand, on your release schedule.
APIs & Integrations
REST APIs and webhooks for everything that matters. OpenAPI 3.1 specs and interactive Scalar docs ship with the platform.
Organization REST API
16.xFull CRUD for enterprises and sites, plus a shared directory at /api/organization/.
CRM REST APIs
16.xContacts, Accounts, Leads, Lists, Custom Fields, Activities, Tasks, Campaigns, Deals — with OpenAPI 3.1 + Scalar.
System Management API
Provisioning, billing, CDRs, tenant administration. Designed for portals and OSS/BSS integration.
Telephony Operations API
Call control, click-to-call, screen pop, event notifications.
Webhooks & AMI/AGI
Event-driven hooks across the call lifecycle. AMI/AGI for Asterisk-native integrations.
CRM ecosystem
Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, SugarCRM, Zendesk, Freshdesk, Pipedrive — plus thousands more via Zapier.
Helpdesk & ITSM
Freshdesk, Zendesk, ServiceNow integration for click-to-call, screen pop, and ticket logging.
Microsoft Teams
Direct Routing for Teams calling, with Thirdlane providing the carrier-grade SBC and dial plan.
Multi-Site Enterprises
For MSPs whose customers are themselves multi-location businesses — a chain of clinics, a franchise group, a regional firm with branch offices. Most platforms model this as separate installs federated by SIP trunks. Thirdlane treats it as a first-class object.
Enterprise = many organizations
16.xGroup multiple organizations as sites under one enterprise with shared inter-site dialing, unified directory, aggregate limits, and centralized administration.
Inter-site dialing modes
16.xThree configurable modes: disabled, prefix-based (e.g. *88 + site code + extension), or direct dialing across sites. Dialplan is generated automatically.
Enterprise-level trunk assignment
16.xSIP trunks can be scoped to all tenants, a specific enterprise (shared by all its sites), or a single site.
Per-site metrics dashboard
16.xEnterprise management UI with a Sites tab showing per-site extension count, DID count, queue usage, call limits, Contact Center status, and Teams status.
Organization REST API
16.xFull CRUD for enterprises, site listing, and shared directory at /api/organization/ with OpenAPI 3.1 spec.
Promote / demote workflows
16.xAssign existing organizations to an enterprise or promote a single organization into a new one. Detach sites back to independent organizations without deleting them.
Cluster & Horizontal Scale
Scale by adding capacity, not by stacking instances. Service locations, role-separated servers, tiered config sync, automatic offline recovery — the kind of horizontal clustering carriers expect, on a platform priced for MSPs.
Service locations management
16.xMulti-site cluster deployments with explicit service locations and per-location server assignment.
Server lifecycle states
16.xServers move through inventory → provisioned → active → maintenance with health-checked transitions.
Role-separated servers
16.xExplicit server types — management, proxy, and PBX — for clean role separation across the cluster.
Tiered cascading config sync
16.xHybrid sync using database replication and file-based markers. Designed for multi-location clusters where every node needs the same source of truth.
Automatic offline recovery
16.xServers catch up on missed changes when reconnecting after a network or maintenance window.
Cluster Status dashboard
16.xSingle screen showing deployment mode, server counts, and cluster health.
Interactive Topology diagram
16.xReal-time visualization of management ↔ master ↔ worker sync state across the cluster.
Sync Diagnostics
16.xDedicated screen for monitoring cluster synchronization status with command queue view and automatic deduplication of redundant operations.
Tenant-to-location policies
16.xMap tenants to specific service locations and servers for efficient call processing across regions.
Active/active + geo-redundancy
High availability across active/active and active/passive topologies with optional geo-redundancy.
Storage & Infrastructure
Run wherever you run — your cloud, our cloud, bare metal, or virtualized. With seven supported S3-compatible providers and a BYOS option for compliance-bound tenants.
S3-compatible object storage
16.xRecordings, voicemail, faxes, transcriptions, and provisioning artifacts to any S3-compatible target. Background sync with configurable local retention.
Seven supported providers
16.xAWS S3, Wasabi, Backblaze B2, DigitalOcean Spaces, Cloudflare R2, MinIO, and Garage — pick on cost, region, or sovereignty.
BYOS (Bring Your Own Storage)
16.xEnterprise tenants with compliance requirements can supply their own S3 endpoint and credentials per tenant.
Per-location storage config
16.xPer-location and per-tenant storage configuration with inheritance from system defaults. Override only what needs to differ.
Local cache layer
16.xCached retrieval for recordings and transcriptions so playback stays fast even with remote S3 backends.
File Storage tab
16.xProvider selection and per-location override on a single screen in System Preferences.
Directory sync
16.xSync user directories from external systems with scheduled jobs.
Repository-based upgrades
Predictable, scriptable upgrades — no proprietary installers.
Deployment flexibility
Public cloud, private cloud, on-prem bare metal, or any virtualization platform.
Need a deeper dive?
The full administrator and developer documentation lives in the Platform Documentation , and end-user guides live in the User Portal Documentation . For RFP support and feature-by-feature comparisons against your incumbent platform, talk to our team.