SpeechSense integration with amoCRM
To set up SpeechSense integration with amoCRM
Get your cloud ready
-
Navigate to the management console
and log in to Yandex Cloud or sign up if not signed up yet. For information on how to get started with Yandex Cloud, see Getting started with Yandex Cloud. -
Accept the user agreement.
-
In Yandex Cloud Billing
, make sure you have a billing account linked and its status isACTIVE. If you do not have a billing account yet, create one. If your billing account has theTRIAL_ACTIVEstatus, activate its paid version. -
Assign the
speech-sense.spaces.creatorrole to your Yandex Cloud account.Note
If you are unable to manage roles, contact your cloud or organization administrator.
Create a service account
Create a service account with the speech-sense.data.editor role for amoCRM access to the SpeechSense project.
- In the management console
, select the relevant folder. - In the list of services, select Identity and Access Management.
- Click Create service account.
- Name the service account:
speechsense. - Click
Add role and selectspeech-sense.data.editor. - Click Create.
Create an API key for the service account
Create an API key for the service account.
-
In the management console
, select Identity and Access Management. -
In the left-hand panel, select
Service accounts. -
Select the
speechsenseservice account. -
In the top panel, click
Create new key and select Create API key. -
In the Scope field, click Select all.
-
Click Create.
-
Save the ID and secret key for later.
Alert
After you close this dialog, the key value will no longer be available.
Create a space and link a billing account
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Open the SpeechSense home page
. -
Click Create space.
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Enter a name for the space.
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Click Create.
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Link a billing account to the space to pay for SpeechSense.
Note
The user must have the
billing.accounts.editor,billing.accounts.admin, orbilling.accounts.ownerrole for the billing account to manage it.
Add the service account to the space
Add the service account to the SpeechSense space.
- Navigate to the new space in the SpeechSense interface
. - Click
Add participant → Add from organization. - Copy the ID of the
speechsenseservice account you created earlier and paste it to the search bar. - Select the
speechsenseservice account and specify the Data editor role. This role will allow the service account to upload data to SpeechSense. - Click Add.
Create a connection
-
In the SpeechSense UI
, go to the space of your choice. -
In the top-right corner, click More →
Create connection. -
Enter the connection name.
-
Select the
Two-channel audiodata type. -
Under Agent and Customer, specify:
- Channels with the agent's and customer's voices.
- Agent and customer keys from the metadata file. This file contains the call information collected from CRM systems, PBXs, or other sources.
By default, connections include keys with the name and ID of the agent and the customer. In the Name in the system field, enter the name the key will have in SpeechSense.
To specify additional metadata for the agent and the customer, click Add key.
-
Under Shared metadata, provide the keys from the metadata file that are not related to the agent or the customer:
- In the Key field, enter the field name to use when mapping fields in the exchange module settings. For example:
Call date→call_date. Also, specify the name used in the system and add a description to display in SpeechSense forms and reports. - Currently, the Type field only supports the
Stringvalue.
By default, connections include keys with the date, direction, and language of the call. In addition, you can specify the keys you want to receive from the external system. In the Name in the system field, enter the name the key will have in SpeechSense.
To provide additional metadata, click Add key.
- In the Key field, enter the field name to use when mapping fields in the exchange module settings. For example:
-
Click Create connection.
-
Click ID
in the top-left corner of the connection page to copy the connection ID. Save it as you will need it later.
Create a project
- In the SpeechSense UI
, go to the space of your choice. - Click
Create project. - Enter a name for your project.
- Under Connection, click Add connection and select the connection you created earlier.
- Click Create project.
Set up export from amoCRM to SpeechSense
Install the app in amoCRM
-
Navigate to amoMarket in your amoCRM account.
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In the search bar, enter
Export to SpeechSense. -
Click Install for free.
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Check the I agree to the collection of personal data... box.
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Click Install.
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In the Description tab, click Save.
The app will be displayed in the Installed tab in amoMarket.
Set up export from amoCRM
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Navigate to Settings in your amoCRM account.
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Go to the SpeechSense export settings tab.
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Set up a connection:
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Language: Select the language for recognition.
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SpeechSense connection ID: Enter the ID of the connection you created previously.
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API key: Enter the secret part of the API key you created previously.
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Click Check connection.
If the API key and connection ID are correct, you will see the following message:
Successful request to SpeechSense
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-
Configure other settings:
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Specify the period to export the calls for.
Note
The export will include the start and end dates.
-
User list: Specify the amoCRM users whose calls you want to export (a list of your agents). To export calls for all users, leave the list empty.
-
Call direction:
All: Export calls of all types.Outgoing: Export only outgoing calls.Incoming: Export only incoming calls.
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Re-export calls: Enable this option if you need to re-export calls that were previously exported, e.g., to a new SpeechSense connection or workspace. When this option is on, the system will not check if the calls were previously exported and will export all calls once again.
-
Set the minimum and maximum conversation duration in seconds. To export all calls, leave the
0values. -
Configure field mapping in amoCRM and SpeechSense:
- In the amoCRM column, select the field key in amoCRM.
- In the SpeechSense column, enter the key of the field from the SpeechSense connection you created earlier.
To add a new mapping, click
Add.Note
Calls can be associated with different amoCRM entities. Depending on the entity, i.e., a deal, contact, company, or call, the metadata provided with each call may vary. The associated entities are grouped into separate blocks.
-
-
Click Save settings.
-
Click Start export.
Wait for the export to complete.
Tip
To force stop the export, click Stop export.
Check the result
-
In the SpeechSense UI
, go to the space of your choice. -
Select the project you created earlier.
On the project panel, you will see the imported calls and transcripts. After that, you will be able to configure reports.
If you have any problems, contact Yandex Cloud.