• Open Chrome Extension (TheHUB)
  • Click on Top Right Menu -> Settings
  • Turn On “Call Notification” Setting -> Turn this setting on to get call notification
  • “Auto Create Contact” -> setting Detail
    • If you want to create new contact automatically when there is incoming call notification from unknown number then Turn this setting on 
    • When this setting is turned off It will show you “Add New Contact” button when there is incoming call notification
    • When this setting is turned on It will create new contact in case of unknown number and will open contact page of your Apex27 CRM, in case of already existed contact it will show you “View Contact” button and when it is clicked it will open contact page of your CRM


 

  • Click on Top Right Menu -> Integrations -> Apex27
  • Turn On “CRM - Apex27” -> Status -> Turn this setting on to use CRM:Apex27
  • Enter API Key received from Apex27
  • Enter your Apex27 Web URL which will be use to open contact page when incoming call notification
  • Click on “Save” button

 

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