Read the summary of a contact

The Data Insights panel in the Media Player summarizes calls in 150 words or fewer.

Video Overview: Interaction Summary – Live in Action! (length 05:57)

Check out the Leveraging Interaction Summary pathway to continue your learning journey.

Prerequisites

  • Your organization has one of these license combinations:
    • A full Analytics license with the additional Interaction Summary license
    • An Analytics Lite license
    • Compliance Recording (CR) with the additional Analytics Lite license
    • QM with the additional Analytics Lite license
  • An administrator has created an ongoing Analytics speech-to-text task with AI Interaction Summary enabled (see Create Analytics tasks).
  • You have the View Contacts and View Speech to Text Analytics permissions.
  • You have recordings within your scope.
  • The contact has a transcript.

Page location

You can access an interaction summary in two ways:

  • Interactions > Double-click a contact > Data Insights panel
  • Interactions > Interaction Preview column > View

Procedures

Copy a summary

  • Click the Copy icon.

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