Critical Insights AI Implementation Guide

• 1. About This Document
• 2. Audience
• 3. Assumptions
• 4. Terminology
• 5. Related Documentation
• 6. Critical Insights AI Overview
  • 6.1. CIAI Feature Overview
• 7. CIAI Licensing
• 8. CIAI Deployment Requirements Overiew
  • 8.1. Eventide Communications Deployment Tasks
    • 8.1.1. CIAI Hosting and Setup
    • 8.1.2. Licenses Included in CIAI Service Purchase
  • 8.2. CIAI Service Provider Deployment Task Summary
• 9. Deploying Critical Insights AI
  • 9.1. Completing the Pre-Sales Checklist Form
  • 9.2. Placing the Purchase Order
  • 9.3. Completing the CIAI SaaS Deployment Form
  • 9.4. Receiving the CIAI SaaS Deployment Card
  • 9.5. Configuring the Source Recorder
    • 9.5.1. Verifying Source Recorder Firmware
    • 9.5.2. Adding the CloudSync License
    • 9.5.3. Configuring Networking for the On-Premises Recorder
    • 9.5.4. Configuring Recording
    • 9.5.5. Verifying Recording
    • 9.5.6. Configuring the CloudSync Connection
• 10. Configuring the CIAI User Interface
  • 10.1. Changing the CIAI Service Provider Administrator Account Password
  • 10.2. Verifying Transferred Recordings
  • 10.3. Creating User Accounts
    • 10.3.1. Configuring User Permissions
    • 10.3.2. Configuring Account Settings
    • 10.3.3. Configuring Resource Permissions
    • 10.3.4. Configuring Search Filters
    • 10.3.5. Verifying Access to User Accounts
    • 10.3.6. Verifying User Permissions
  • 10.4. Creating Resource Groups
  • 10.5. Configuring Transcriptions
    • 10.5.1. CIAI Background Transcriptions
    • 10.5.2. Manual Transcriptions
    • 10.5.3. Configuring Boost
  • 10.6. Configuring Retention Settings
  • 10.7. Configuring Custom Fields
  • 10.8. Configuring NexLog Reports
  • 10.9. Configuring CIAI User Interface Default Settings
    • 10.9.1. Adding Default Header Columns
    • 10.9.2. Displaying and Docking the Call Properties Pane
    • 10.9.3. Displaying Default Tabs
    • 10.9.4. Displaying the Transcriptions Tab
    • 10.9.5. Displaying Transcriptions in the Timeline
    • 10.9.6. Saving the Current Header Columns Layout as Default
    • 10.9.7. Running Queries with AI Research Assistant
    • 10.9.8. Verifying Resource Groups
    • 10.9.9. Adding Call Type Icons
    • 10.9.10. Applying the Default Configuration to New Users
    • 10.9.11. Applying the Default Configuration to Selected Users
  • 10.10. Monitoring and Alerts
    • 10.10.1. Configuring Email Alerts
    • 10.10.2. Exporting and Importing Alerts
    • 10.10.3. Exporting Logs
    • 10.10.4. Monitoring with NMS
    • 10.10.5. Setting Up NMS Monitoring
• 11. Onboarding Customers and End Users
• 12. Troubleshooting
• 13. Contact Information