Edit Integration Job

  1. Click on the icon .
  2. The selected integration job configuration is opened.
Add Integration Job

Legend

Option / Function

Description

1

Job Name

Umambiguous name for the integration job.

NOTICE! When saving the Integration Job, an error message is issued if the name is already used for another Integration Job.

2

Enabled

Activates/deactivates the integration job with the button .

  • On = The integration job has been activated and is executed according to schedule. The job is started automatically upon clicking on the button Save.
  • Off = The integration job has been deactivated.

3

Integration Type

Selection of the platform. Displays associated fields for login information.

NOTICE! Dynamic display of Credentials

  • Zoom
  • RingCentral
  • Genesys
  • Dynamics
  • LeapXpert

NOTICE! For recording with one of the integration types listed, a corresponding additional license is required for each user or group, see Assign User Configuration, Assign and Edit Group Rules

 

4

Credentials

Enter specific access data such as user name, JWT token or private key, depending on the platform, see Integration Type.

 

5

Sync Rule

NOTICE! Dynamic display of Sync Rule, Automatic Link and All Recordings.

Sync Rule: Dynamic display for Zoom, RingCentral, Genesys and LeapXpert.

  1. Click on the button Sync Rule.
    • On = Upon clicking on the button Save, you are forwarded to the corresponding portal to configure the recording rule for the Recording Insights app in the Zoom portal.
    • Off = Deactivate synchronization if the recording rule has already been activated in the corresponding portal.

NOTICE! This option allows configuring the recording rules of Recording Insights directly in Zoom, RingCentral, Genesys and LeapXpert.

Automatic Link

Automatic Link: Dynamic display for Dynamics.

  1. Click on the button Automatic Link.
    • On = Conversations will be automatically linked with Dynamics entities (e.g. contacts, opportunities or cases).
    • Off = Conversations won't be automatically linked with Dynamics entities (e.g. contacts, opportunities or cases).

All Recordings

All Recordings: Dynamic display for Genesys.

NOTICE! This can be used for clients who do not have individual user accounts in Recording Insights for Genesys users.

  1. Click on the button All Recordings.
    • On = Transfers all recordings from all Genesys users to a specific defined single user.
    • Off = No transfer of recordings.

 

6

Processing Region

Determines the geographical region from which the data is to be imported.

NOTICE! The processing region should be the same as the continental region EU, USA, APAC.

  • EU
  • USA
  • APAC
  1. Click on the button Save to save the settings.
    Click on the button Cancel to discard the settings.