For my use case doing it with the recording API let's me build my own. For both voice and message interactions we can get the actual transcript by hitting
Original Message:
Sent: 02-08-2024 21:16
From: Anton Vroon
Subject: web messaging transcript to be passed to third party crm
We've been researching this a bit recently, and yeah find the recording json output is a difficult to use, multiple further API calls required to then get the agent's name from the agent id, the queue name etc. Which seems excessive for such a simple ask of the transcript for the message.
Speech and text analytics API has it's own issues and pros / cons.
Open messaging opens up some additional options since you have a middleware component and you are controlling the messages there anyway so easy enough to link and store in a database to retrieve.
I did see a appfoundry solution for this recently, that promises to do this for web messenger. (https://appfoundry.genesys.com/filter/genesyscloud/listing/b9524d0a-2428-4f84-8545-393e4fbeea64)
But really feel like this should be it's own api end point. Like such basic functionality shouldn't be this hard.
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Anton Vroon
Original Message:
Sent: 02-08-2024 20:50
From: Robert Wakefield-Carl
Subject: web messaging transcript to be passed to third party crm
That is the recording of the message, not a transcription as no transcription is required for digital conversations, only for voice conversations. That is in the recording in a non usable format.
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Robert Wakefield-Carl
ttec Digital
Sr. Director - Innovation Architects
Robert.WC@ttecdigital.com
https://www.ttecDigital.com
https://RobertWC.Blogspot.com
Original Message:
Sent: 02-08-2024 20:21
From: Lawrence Drayton
Subject: web messaging transcript to be passed to third party crm
This API returns a complete JSON of the interaction, the reason I use this one is I parse the JSON to extract the "transcript" and build a custom transcript from it.
Part of the response
}, "to": "1148ebff-040d-4539-9238-70869bbe0698", "timestamp": "2024-02-08T07:46:37.086Z", "id": "ab5b232xxxxxe0abdb3f10e7", "purpose": "agent", "participantId": "0e28e203xxxxxxfbe-eca18a583d3c", "queue": { "id": "e3cbdb2f-5fxxxxxxde94499b2f", "selfUri": "/api/v2/routing/queues/e3cbdb2f-5f3b-4f99-ba61-8ade94499b2f" }, "messageText": "Hi, you're speaking with Zahki, how can I help you today?" }, { "from": "1148ebffxxxxxx70869bbe0698", "fromExternalContact": { "id": "65fbf5b2-e5fxxxxxx-b55c42aa3c7c", "firstName": "xxxxx", "lastName": "xxx", "title": "xxxxx", "cellPhone": { "display": "xxxxx", "acceptsSMS": true, "userInput": "xxxxx" }, "personalEmail": "x@gmail.coxxxxm", "address": { "address1": "xxxxx", "city": "xxxx", "state": "xxx", "postalCode": "xxxx", "countryCode": "AU" }, "modifyDate": "2024-01-19T11:18:08Z", "createDate": "2023-07-18T12:54:19Z", "externalOrganization": { "id": "83e123dd-dxxxxc200ef85e69", "selfUri": "/api/v2/externalcontacts/organizations/83e123dd-da3d-xxxxxc200ef85e69" }, "surveyOptOut": false, "selfUri": "/api/v2/externalcontacts/contacts/65fbf5b2-e5f3-486axxxxxx55c42aa3c7c" }, "to": "e8737e0b-xxxx138cf98194", "timestamp": "2024-02-08T07:48:58.764Z", "id": "84fc27c80a4xxxxx3b628344", "purpose": "customer", "participantId": "4b44a94xxxxxxeaf-907157ffeb35", "queue": { "id": "e3cbdb2f-5f3bxade94499b2fxxxx, "selfUri": "/api/v2/routing/queues/e3cbdb2f-5fxxxx1-8ade94499b2f" }, "messageText": "Hi I asked one of your agents to submit a refund request for me in order to see how much I can get back if I cancel my order now" }, {
We build this from the "messageText" along with some other pieces
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Lawrence Drayton
Prvidr Pty Ltd
Original Message:
Sent: 02-08-2024 19:33
From: Robert Wakefield-Carl
Subject: web messaging transcript to be passed to third party crm
I think you are missing some information or have the wrong API. When I run it, I don't get any transcript back - only the recordingId.
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Robert Wakefield-Carl
ttec Digital
Sr. Director - Innovation Architects
Robert.WC@ttecdigital.com
https://www.ttecDigital.com
https://RobertWC.Blogspot.com
Original Message:
Sent: 02-08-2024 03:15
From: Lawrence Drayton
Subject: web messaging transcript to be passed to third party crm
Hey Garima,
Yes, this is possible - you would need to use the APIs to complete this function. I have some similar things and let me give you a breakdown :)
You would need to use the api/v2/conversations/{{conversationId}}/recordings?formatId=NONE
I would use a trigger for this, specifically the acw trigger -
This returns the conversation and recording/transcript details. You can then parse that to export a clean version of the chat/web message transcript. Then it would be about setting that into the appropriate service now API/location.
Couple of things here, you can also get the HTML-built version of the transcript another way (Happy to provide details) if that suits better for your needs.
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Lawrence Drayton
Prvidr Pty Ltd
Original Message:
Sent: 02-08-2024 00:18
From: garima balodi
Subject: web messaging transcript to be passed to third party crm
Hi Community,
Is there a way that we can pass the entire web messaging transcript to a third-party crm like service now ?
Our client has an API based integration (via data actions ) to service now . They are not using any sort of connector or embeddable framework.
Is it possible to send the web messaging transcript to some field in service now out-of-the box (without needing the agent to copy -paste it himself ).
Regards
Garima.
#DigitalChannels
#Implementation
#Integrations
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Regards
Garima.
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