Prerequisite Feature
In order for recorded phone calls to be transcribed, and subsequently posted as ticket notes, you must first configure the Call Transcription Integration.
Transcription to Ticket - Default Behavior
By default, transcribed phone calls will be posted to the ticket associated with the call as an internal / private note.
Make sure your 1Stream CRM User Mappings are defined correctly for each user, otherwise transcription notes will not post to the ticket successfully.
How to Enable / Disable Feature
You can enable or disable this Transcription to Ticket feature system-wide by the following the instructions below.
Please note the setting is defaulted to Yes.
- Login to 1Stream IQ Integrations Portal
- Navigate to Administration → Manage Organization
- Under Connected Accounts & CRM Settings, click on your primary CRM / PSA to edit
- In the new pop-up window, toggle the setting Post Transcription to Ticket: to Yes or No
- Save
See Also