CallMiner
CallMiner connects WinnerWare to CallMiner transcript exports so teams can bring call data into search, reporting, and related assistant experiences without relying on manual exports.
Overview
This module is used when transcript and call data already live in CallMiner and WinnerWare needs to work with that information downstream. It helps teams automate the handoff instead of manually collecting export files and loading them into the platform by hand.
Key Features
- Adds a Settings -> CallMiner page for integration credentials and scopes.
- Provides a guided setup flow that creates or refreshes the webhook connection used by the integration.
- Adds a dedicated transcript index source for CallMiner data.
- Supports filter-based import rules so teams can control which records are pulled into WinnerWare.
- Enables scheduled transcript synchronization after setup is completed.
- Includes an optional chat-focused feature for teams that want conversational access to imported transcripts.
How It Works
Configure the connection once
Admins begin by saving the CallMiner connection settings in WinnerWare. After that, they run the setup action that establishes or refreshes the webhook connection used for export delivery and validation.
Synchronize transcript exports in the background
Once the connection is configured, WinnerWare can request export jobs, wait for completion events, and then continue processing the returned transcript data in the background. This makes the integration practical for ongoing use instead of one-time import work.
Control what is imported
The module adds a filter editor to the related CallMiner transcript index profile. That gives implementation teams a structured way to narrow the data set before it is pulled into WinnerWare, which is especially useful when only certain queues, business units, or transcript groups should be included.
Configuration
Enable the right feature
| Admin display name | Feature ID | Use when |
|---|---|---|
| CallMiner Integration | CloudSolutions.CallMiner | You need the base CallMiner connection, settings page, webhook setup, and transcript synchronization flow. |
| CallMiner ChatAI | CloudSolutions.CallMiner.ChatGPT | You want chat-style assistant experiences built on imported CallMiner transcripts. |
Complete the settings and setup flow
After enabling the base feature:
- go to Settings -> CallMiner
- enter Client Id
- enter Client Secret
- enter the required Scopes
- save the settings
- open the CallMiner setup screen and complete the setup action
- review the related CallMiner index profile and add import filters if needed
The settings editor supports:
- Client Id
- Client Secret
- Scopes
Scopes are entered as a space-separated list.
Usage
Bring CallMiner transcripts into WinnerWare operations
Use this module when transcript data should become part of WinnerWare search, review, reporting, or operational follow-up instead of remaining isolated in the source system.
Add conversational transcript access when needed
If the optional chat feature is enabled, imported transcript content can also support assistant-style experiences for review, question answering, or follow-up workflows.
Developer Notes
- The module adds a dedicated Manage CallMiner Settings permission.
- The setup flow creates and validates the webhook used by the integration, and incoming events are handled at
callminer/webhook. - The scheduled exporter is disabled until setup succeeds, then runs daily.
- Imported CallMiner data is mapped with ContactId as the key field and Transcript as the main searchable content field.
- The module creates a CallMiner transcript index profile and allows filter metadata to be maintained directly from that profile editor.