Call Recording Transcriptions in CRM

[Justin Moors]

Hi all

I was under the impression that with U3 we'd be able to journal call recording transcriptions and links to the call recording over to our CRM - but I cant seem to make this work.

My demo system is running U3 RC and I have Whisper AI configured which is handling the transcriptions etc (which is working flawlessly!).

Integration to HubSpot works fine, and call details are journalling, but no sign of the link to the recording, or the transcript.

Do I need a new template, or am I missing something?

Thanks
Justin

 

[Evolute IT]

You probably have modified the template, otherwise it would have updated on its own.

But you can test by adding the variables to the text of the call journaling.

For reference, here's ours: [DateTime]: Answered call from [Name] ([Number]) to [AgentFirstName] [AgentLastName] ([Agent]) ([Duration])[LineBreak][LineBreak]Transcription: [Transcription][LineBreak][LineBreak]Summary: [Summary][LineBreak][LineBreak]Score: [SentimentScore][LineBreak][LineBreak]Recording: [RecordingUrl]

 

[Justin Moors]

I'm pretty sure I've never edited the template, that's most definitely out of my wheelhouse.

I've just grabbed the template from an untouched U3 system and done a file compare to my demo kit and the templates are identical.

 

[Justin Moors]

I've just pasted in the fields you've used - and that worked perfectly!

 

[edossantos_sipcaller]

When you're already using a template, and you have parameters set, 3CX will not change those values. The new template proposes new default values, but that will not override what you have already configured, that's why you don't see the variables for the transcription. But adding them as you did will do the job.