The new ”Transcript Analysis API” allows you to easily export call summaries into other platforms on a call-by-call basis.
Benefits:
- Automatically importing AI call summaries into your call records eliminates the need for your agents to write summaries.
- Exporting AI summaries into your CRM or agent coaching platform provides managers with instant, actionable insights for performance improvement.
Customer Action:
- Ensure AI Summaries are enabled in the Invoca platform
- Follow the guidelines in the Transcript Analysis API documentation to create your data connection.
Limitations:
- The API does not support “bulk” summaries export, only returning one AI summary per request. However, writing a simple script will allow you to iterate through their call records and import every AI Summary.
- AI Summary export is not supported with integrations that rely on webhooks to transmit data (e.g. Salesforce).
