Quick Start

Once the Interaction Insights Service has been deployed by your Service Provider, you receive a Welcome email similar to the following including a URL link to the Quick Start wizard.

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Subject: Welcome! Your Interaction Recording Application is Ready 
 
Dear <End Customer Name> Team,
 
Congratulations! Your application deployment is complete and we're thrilled to inform you that you can now start utilizing Interaction Recording . To get started, follow these steps. 
 
*M365 Administrator permissions are required for each step*
 
1.    Create 2 AAD Groups in Azure Active Directory
o    Create two security groups in AAD.
1.    One group for users that will be targeted to be recorded. Assign associated users to this newly created group.  You can start by assigning one user to the group as a test user.
2.    One group for users that will access the recording. Assign associated users to this newly created group. (This is an optional step as a default administrator will have access to all of the recordings).
 
2.    Access & Configure Application - Follow 'Quick Start' Wizard
o    Access the app at https://qaming.ai-logix.net/.
o    Log in with one of the default administrator UPNs provided before the app was deployed: tania@customername.com.
 
Step 1: Click 'Connect M365' to Grant admin consent by clicking on each 'Grant Admin Consent' option to ensure proper access and operation of the app. Once completed click 'Finish' to return to Quick Start wizard.
 
Step 2: Click 'Configure Recording' to determine what calls to record, for how long to keep, and the group of the users to record.
1.    Under 'Configuration' tab review and if needed change call types to record or retention period.
2.    Under the 'Groups Mapping' tab add the AAD security group you created to be recorded.
3.    Under the 'MSFT Policy' tab make sure to download MSFT Compliance Policy script and execute the script. Click 'Finish' to finalize the recording profile and return to Quick Start wizard. 
 
Step 3: Click 'Configure Access' to set access permissions for call recordings and the system commonly known as Roles Based Access Control (RBAC). (Optional step, default administrator has full access).
1.    Under 'Permissions' set permissions for call recording access and system configuration. 
2.    Under the 'Groups Mapping' tab add the AAD security group you created to access the recordings.
3.    Click 'Finish' to finalize the Access profile. You will receive confirmation that you are ready to start recording. 
 
That's it! Your application is now set up for use and recording! See the admin guide here.
 
Test a Call with a Targeted User:  
•    Try out a test call with a targeted user to be recorded.
•    Check you have recording notifications with the recording banner presented in Microsoft Team during the call. End the call so the recording can be played back.  
•    Navigate and click on the 'Interactions' page in top left corner navigation panel in your application to see that the call is successfully recorded and can be played back. 
 
We're excited for you to explore the possibilities of Interaction Recording! If you have any questions or need assistance, feel free to reach out. 
 
Best Regards,
Nuera Team

The Quick Start provides a three-step wizard for setting up your Interaction Insights service:

■ Onboarding Step 1 – Grant MS365 Admin Consents: Establishes consents to secure connection with the customer's M365 platform for all managed Azure and Interaction Insights services.
■ Onboarding Step 2 – Configure Recording Profile: Sets up their Recording profiles including which calls may be recorded, retention and storage period, whether to enable call notifications and call filtering. Profiles are then assigned to one or more of the customers' Entra ID tenant groups, and in the last stage configure additional Microsoft Teams Call policies. Once you have completed the configuration, you must download and run the Recording Profile PowerShell script.
■ Onboarding Step 3 – Configure Access: Setup Role-based Access Control (RBAC) for determining who can access call recordings, create and modify profiles and configure global settings.
● The Quick Start wizard must be performed by the customer M365 Administrator.
● You can also click in the Icon pane to open this wizard (this icon disappears once you have completed the Onboarding). Click Connect to M365 to manage the consents. 
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