You can use a Post CDRs to Email option from integration section to get Call records on Email.

Note: Only Admin User can access these Integration Settings.

Note:

CDR Journaling option inside "Integration -> General Settings" must be turned on to work "Post CDRs to Email" option

Call Summary option inside "Integration -> General Settings" must be turned on and working API Keys for OpenAI and AssemblyAI must be entered to post call transcription & Summary with "Post CDRs to Email" option

  • Open Chrome Extension (TheHUB)
  • Click on Top Right Menu -> Integrations -> CDRs to Email
  • Turn On “CDRs To Email” -> Status -> Turn this setting on to use this option
  • Email Address(es) -> add your Email address(es) here on which CDRs will be posted, you can add one or more than one email address
  • Click on “Save” button



Sample Email of CDRs posted to email:

CDR Journaling & Call Summary setup guide

Requirements for call summary:

  1. OpenAI API Key -> This is needed to generate summary from call transcription
  2. AssemblyAI API Key -> This is needed to generate call transcription from call recording file

Note: 

  • There are 10 users under 1 tenant and anyone user has turned on CDR Journaling then CDRs for all users will be exported.
  • If multiple users under one tenant has turned on CDR Journaling then we will take first user setting and use it, all settings will be used from that user like CDR Journaling, Auto Create Contact in CDR Journaling, Call Summary, OpenAI APi Key, AssemblyAI API Key etc…
  • If one user under one tenant has turned on Clio integration and authenticated then CDRs for all users will be exported to Clio

 

OpenAI API Key Setup Guide

  • Login to OpenAI developer account
  • https://platform.openai.com/
  • Create project -> TheHUB
  • Go to Settings -> API Key -> New Secret at
  • Create new API Key named TheHUB and select project TheHUB
  • Select permission all
  • Click create
  • Copy API Key
  • Add it against tenant in chrome extension to use call summary feature at
    • Chrome Extension -> Top Right Menu -> Integrations -> General Settings -> 
    • Turn on call summary
    • Add OpenAI API Key
    • Save

 

AssemblyAI API Key Setup Guide

  • Login to AssemblyAI developer account
  • https://www.assemblyai.com/
  • Go to API Keys in left side menu
  • Create project -> TheHUB 
  • Select TheHUB in API Keys page
  • Click on “create new API Key” button
  • Add API Key name “TheHUB”
  • Click on create
  • Copy API Key
  • Add it against tenant in chrome extension to use call summary feature at
    • Chrome Extension -> Top Right Menu -> Integrations -> General Settings -> 
    • Turn on call summary
    • Add AssemblyAI API Key
    • Save