If Advanced Reports and Statistics is enabled and configured for your account, you can use Conversation Analyzer in Salesforce,
Conversation Analyzer adds the following features to your Salesforce org:
- Voice visualization
- Event timeline
- Transcript of the recording
- Categorization of the contents of the recording
- Transcript confidence score (High/Medium/Low)
If enabled for your account, to use Conversation Analyzer in Salesforce, you must perform various configuration tasks.
Prerequisites for configuring Conversation Analyzer in Salesforce
Before you can configure Conversation Analyzer in Salesforce, you must install and configure Advanced Reports and Statistics. For information about Advanced Reports and Statistics, see Advanced Reporting and Statistics in Salesforce.
How do I make the Conversation Analyzer available in Salesforce?
To see the Conversation Analyzer components in NVM Call Summary records, change the page layout that the NVM Call Summary object uses:
- For inbound calls, use the NVM Analytics Summary layout
- For outbound calls, use the NVM Analytics Outbound Summary layout
- For internal calls, use the NVM Analytics Internal Summary layout
The top section of the page layouts embeds Vonage Contact Center's Conversation Analyzer into an NVM Call Summary record. For information about the contents of the Conversation Analyzer, see Conversation Analyzer.
You must be logged in to the VCC Admin Portal for the Call Recording Player, Call Recording Annotation or Conversation Analyzer page to be displayed.
You must have permission to view call recordings inside ContactWorld. If you do not have permissios, an error indicating that the recording was not found appears.
You must have the ContactWorld Agent or ContactWorld Supervisor permission sets to view this page. If you do not have the required permission set, a Salesforce permissions error appears. For information about Salesforce permissions, see ContactWorld Agent permissions and ContactWorld Supervisor permissions.
Other sections on the page layouts are customized for the call type, containing only the fields that are relevant to those calls.
When you or an agent views a NVM Call Summary record, the Conversation Analyzer for the related call appears. You can see the Conversation Analyzer in the Conversation Analyzer section of the record.
How do I retrieve call recording analytics data or transcripts, or both, using Advanced Reporting and Statistics?
As well as retrieving call summary and agent state statistics, Advanced Reporting and Statistics can retrieve call recording analytics data from Vonage Contact Center. Advanced Reporting and Statistics can also retrieve call recording transcripts. Advanced Reporting and Statistics stores the additional data in fields on the NVM Call Summary object.
To retrieve call recording analytics data or transcripts, or both, perform the following steps:
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Quick Find field, type 'Installed Packages'.
- In the filtered list of items, click Installed Packages. Installed Packages appears.
Locate and click NVM Advanced Reporting. NVM Advanced Reporting (Managed) appears.
Alongside Post Install Instructions, click View.
- In the Global Settings and Mappings section, in Flags, type 'SPEECH'. Click Save All. Fetch Analytics and Fetch Transcript check boxes appear in the Channels section.
- Alongside each channel, select check boxes as required:
- Click Save All. Next time a transaction runs, it uses the new settings and retrieves additional analytics data. Advanced Reporting and Statistics populates NVM Call Summary record fields as appropriate.
Creating custom fields for categories and subcategories
If you choose to retrieve call recording analytics data from Vonage Contact Center, you can create custom category and subcategory fields in which to store that data. (The Advanced Reporting and Statistics managed package provides custom fields to store other analytics data.) Each category and subcategory can have a corresponding field.
We recommend that you create a custom checkbox field for each category and a number field for each subcategory that you have configured for the Conversation Analyzer feature. Set Field Name—as referenced by APIs—for the fields using the following format:
- Categories: Category__c
- Subcategories: Category_subcategory__c
Set Default Value for the field to Unchecked for the category check boxes and 0 for the subcategory number fields.
The values you specify in Field Name fields are case-insensitive. Field Name values must be a case-insensitive match for the category and subcategory names as configured in Vonage Contact Center.
Where spaces and other nonalphanumeric characters appear in the names used in Vonage Contact Center, replace such characters with an underscore (_) character. Advanced Reporting and Statistics do not support names with two consecutive underscores, and names are subject to the length limit for Field Name values in Salesforce. For information about field names in Salesforce, see Salesforce help.
Salesforce appends the __c to Field Name indicating that this is a custom field.
Field Label values, which appear in records and on reports, do not need to match a specified format, but we recommend that you align them to the Field Name values.
For example, if you have a Communication category and an Active listening subcategory, create fields with the following types, labels, names, and default values:
|Category/subcategory||Type||Field type||Field Label||Field Name||Default Value|
|Active listening||Subcategory||Number||Active listening||Communication_Active_listening__c||0|
Optionally, create a section on the summary page layouts and add the category and subcategory custom fields.
Next time a transaction runs, Advanced Reporting and Statistics retrieves category and subcategory data and populates custom fields as appropriate. A checked field indicates that the transcript of the call recording matched the category or subcategory.