Interaction Data Export with Processing rules

Users with the Create Interaction Data Export with Processing Rules privilege can create rules to export interactions media and associated metadata to a storage destination (for example, SFTP or S3). The exported data can be used for compliance or internal purposes or used in third-party applications.

Native Storage and SFTP are available to all customers, regardless of whether they use cloud recording or hybrid recording.

Select the media types to include in the export. For audio and screen recordings, you can select the format in which the files are exported.
The recording metadata is exported as a JSON file.
Define conditions for the rule so that only the media and metadata of interactions that match the conditions are exported.

Enabling Interaction Data Export with Processing

The use of Interaction Data Export with Processing requires enabling one or more features that are not enabled by default. Access to the following features is required:

To export interactions, the 2021R1 - Interaction Data Export feature must be enabled on your system.
To use SFTP storage targets, the 2021R1 - Allow SFTP Storage Targets in Interaction Data Export with Processing rules feature must be enabled on your system.

Contact your support representative for assistance with enabling these features.

Required role permissions

To create rules: Create Interaction Data Export with Processing Rules
To use storage targets: View Storage Targets