Transcription summaries and user access

[Gareth Harrison]

Hello,

We're currently running a 3CX Enterprise subscription and using OpenAI for call transcription. The integration with OpenAI and the resulting transcriptions and summaries are fantastic. In our scenario we would like to give the end users the ability to access the call summaries. Users with admin roles can currently access these fine using the admin areas. Users can access their call recordings and transcripts using the 'Recordings' part of the interface (we've ticked the box for 'show call recording' but the summaries don't seem to show up here. Is there a way we can get around this? The end users are currently using 2 separate CRM systems (I know, but it is necessary for now) and would like to be able to copy and paste the summary into their second CRM system. The first CRM system is integrated and taking through the summary automatically.

Thanks in advance,

Gareth

 

[Evolute IT]

Enable "call recording notification" on the user. They'll get an email with transcript, summary and recording file after each calls. Then they can grab that and post it into the CRM.

You could also integrate the second CRM using a custom proxy or template and post the data to both at once. We done it in the past.