• Open Chrome Extension (TheHUB)
  • Click on Top Right Menu -> Integrations
  • Click On “General Settings”
  • CDR Journaling -> Turn this on to export CDRs to CRM
  • Auto Create Contact in CDR Journaling -> Turn this on so if contact doesn't exist then system can create new contact and post CDR, If this setting is off then CDRs will be skipped for which contact not found
  • Call Summary -> Turn this on to Generate Call transcription and Summary and post it to CRM
  • OpenAI API Key -> Add API Key - this will be used to generate call summary from transcription
  • AssemblyAI API Key -> Add API Key - this will be used to generate call transcription from call recording

 

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