Define settings for an Interaction Analytics Export rule

Add Interaction Analytics Export as an action to the rule and define the action's settings.

Procedure 

  1. In the Actions drop-down menu, select Interaction Analytics Export, and then select Add Action.

  2. To add additional actions to the rule, in the drop-down menu select the action and select Add Action.

  3. Set the relevant action settings:

    • Set the Transcribe action settings:

      • Transcription Language: Select the transcription language of the interactions included in the rule.

      • Transcription Vocabulary: Select the required vocabulary.

      • Percentage: Specify the Percentage of interactions (out of the interactions that match all the rule's conditions) on which to apply the action.

    • Set the Interaction Analytics Export action settings:

      1. Type:

        1. SFTP: To export the transcriptions to a secure FTP site, select this option.

        2. UNC: To export the transcriptions to a shared folder on a network server, select this option.

      2. Host: (For secure FTP only) Enter the host name of the secure FTP site or the network server.

      3. Port: (For secure FTP only) Enter the port number to connect to the secure FTP site.

      4. User Name: Enter the user name to access the secure FTP site or the network server.

      5. Password: Enter the password to access the secure FTP site or the network server.

        To display the characters on the screen, select the Display button.

      6. Path: Enter the path to the folder on the secure FTP site or to the shared folder on the network server.

        For UNC, the path must be in the following format: \\<hostname>\<path>

      7. Container Password: (Optional) Enter the password to extract the ZIP files. If you do not define a password, no password is needed to extract the files.

      8. If licensed for redaction and your role has the Export without redaction privilege, choose whether to use Redaction for exported media. Redaction protects sensitive customer information found in captured interaction media. The system analyzes interaction transcriptions to identify personally identifiable information (PII) and then redacts those portions of the media. Examples of sensitive customer information include debit and credit card details and medical information.

        Choose from the following options:

        • Unredacted: Export the original media. Exporting unredacted media is audited.

  4. Click Next.

What to do next 

Define conditions for an Interaction Analytics Export rule

Interaction Analytics Export rules