Recording and Transcription

Last Updated: 07/20/2016 Introduced in Verision: 2.0

Using Decisions and Telephony, you can record and transcribe phone conversations. This article explains how.

 
Example
If you haven’t already done so, Register the Telephony Service in Portal and Create a Telephony Handler.
 
In your Telephony Handler folder, edit the [Name of Telephony Handler] IVR Flow. This is the flow that will be initiated whenever a new incoming call is received. 
 
In the Flow Designer’s startup window, navigate to All Steps [Catalog] > Communication > Telephony > Phone, select the Record Caller step, and click Add to place it onto your model.
 
 flowStarts
 
Select the Record Caller step to edit its properties. Below is a description of these properties:
    Prompt 1: selection of the source for voice alert to caller.
    Inputs:  will display the input for the selection made in Prompt 1 i.e. if you select Text for Prompt 1 then the text value provided here will be read using a text to speech.
    Do transcription: exposes an option to choose another flow that will transcribe the audio from this recording (more on this below).
    Url to Recording: When the recording is complete this variable will be populated with the value of the URL where the recording can be accessed.
 
 mapping
To transcribe a recorded call, you first must build a transcription flow. To do so, navigate to your Telephony Handler and select Actions > Create Transcription Flow.
 
 createTranscriptionFlow
Give your transcription flow a name (and optionally a description) and click OK.
nameFlow
 
After building out the transcription flow to do the transcription work, edit your IVR flow again and select the Record Caller step.
 
Check the Do transcription check-box.
clickDoTranscription
 
Click the  button and select the Transcription Flow you just created above.
pickFlow
 
Now whenever a call is recorded, the transcription flow will also be called.

Additional Resources