Create a Conversocial data source

A data source provides the connection information for the external system. Interaction Capture and the Conversocial Polling adapter use the data source to access the Snowflake database that stores conversations from Verint Messaging.

The Service Provider sets up the data source.

Typically, a data source has an associated member group, which identifies specific recording targets. This integration only requires that you add the agents as employees.

Multi-tenant environments

Each tenant has their own data source.

Before you begin 

If not already done, create an organization for the cloud tenant. Organizations are created under Organization Management.

Procedure 

  1. In Enterprise Manager, go to Recording Management, under Data Source, click Settings.

  2. Click Create Data Source, then complete the following settings:

    Field

    Description

    Type

    Select Application.

    SwitchSub/Type

    Select Conversocial.

    Name

    Enter a unique name that identifies this data source is for Verint Messaging (Conversocial). Omit the characters < > & ’ and ”.

    Time Zone

    Select the same time zone that is set for Enterprise Manager and Recorder Manager (in Preferences).

  3. Under Snowflake Database Authentication, complete the settings.

    The Verint adapter requires the following parameters when connecting to the Snowflake database. All settings are mandatory. The maximum value for each field is 255 characters.

    Field

    Description

    Account Identifier

    The unique identifier for the Snowflake account.

    Username

    The user name for accessing the Snowflake database.

    Client Secret

    The password for the user account specified in the Username field.

    Database Name

    The name of the Snowflake database. The default is CONVERSOCIAL.

    Database Warehouse Name

    The name of the database warehouse. Default is GBID_7.

    Database Schema Name

    The name of the database schema. Default is PUBLIC_V3.

  4. Under Associated Interaction Capture Installations:

    • Select the Interaction Capture server role.

    • If provisioned, select the redundant Interaction Capture role.

  5. Optional. If text analytics is deployed, enter your store and project identifiers:

    1. Consult Verint Field Engineers.

    2. Under Advanced Settings, enter the Key and Value fields required for your system.

      Key Value
      TextAnalytics.Store Enter your Store ID.
      TextAnalystics.Project Enter your project ID.

  6. Click Save.

What to do next 

Create the default employee

Related topics 

Workflow: Configure EDM Capture for Verint Messaging

Related information 

Account Identifiers (Snowflake Documentation)

Recorder Configuration and Administration Guide

Verint Text Analytics, Installation, Configuration & Maintenance Guide