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1. Genesys Event Trigger


Triggers the AWS Lambda function when conversation ends or based on a custom condition

2. AWS Lambda Function


Acts as the orchestrator, making required API calls

3. Call Genesys Built-in API


Fetches first-step conversation details (metadata, timestamps, participants)

4. Extract IDs


Retrieves Conversation ID and Session ID from the response

5. Call Speech & Analytics API


Uses IDs to request the Transcript URL

6. Fetch All Transcripts


Retrieves all conversation transcripts (multi-participant data)

7. Compile Transcript String


Merges & formats transcripts into a single readable string

8. Send Transcript Back to Genesys


Stores in Genesys for logging or analytics

9. Trigger Salesforce Action


From Genesys, triggers a Salesforce API/Webhook

10. Pass Transcript to Salesforce CRM


Stores data in Salesforce for CRM workflows

Genesys Data Retention Policy


Retains conversation data for 1,095 days, then deletes or archives per policy.

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