kevin2107 / amazon-transcribe-post-call-analytics

Amazon Transcribe Post Call Analytics (PCA) Solution

Companion AWS blog post: Post call analytics for your contact center with Amazon language AI services

Overview

Your contact center connects your business to your community, enabling customers to order products, callers to request support, clients to make appointments, and much more. Each conversation with a caller is an opportunity to learn more about that caller’s needs, and how well those needs were addressed during the call. You can uncover insights from these conversations that help you manage script compliance and find new opportunities to satisfy your customers, perhaps by expanding your services to address reported gaps, improving the quality of reported problem areas, or by elevating the customer experience delivered by your contact center agents.

This sample solution, Post Call Analytics (PCA), does most of the heavy lifting associated with providing an end-to-end solution that can process call recordings from your existing contact center. PCA provides actionable insights to spot emerging trends, identify agent coaching opportunities, and assess the general sentiment of calls.

PCA currently supports the following features:

• Transcription
  • Batch turn-by-turn transcription with support for Amazon Transcribe custom vocabulary for accuracy of domain-specific terminology
  • Personally identifiable information (PII) redaction from transcripts and audio files, and vocabulary filtering for masking custom words and phrases
  • Multiple languages and automatic language detection
  • Standard audio file formats
  • Caller and agent speaker labels using channel identification or speaker diarization
• Analytics
  • Caller and agent sentiment details and trends
  • Talk and non-talk time for both caller and agent
  • Configurable Transcribe Call Analytics categories based on the presence or absence of keywords or phrases, sentiment, and non-talk time
  • Detects callers’ main issues using built-in ML models in Transcribe Call Analytics
  • Discovers entities referenced in the call using Amazon Comprehend standard or custom entity detection models, or simple configurable string matching
  • Detects when caller and agent interrupt each other
  • Speaker loudness
• Search
  • Search on call attributes such as time range, sentiment, or entities
  • Search transcriptions
• Other
  • Detects metadata from audio file names, such as call GUID, agent’s name, and call date time
  • Scales automatically to handle variable call volumes
  • Bulk loads large archives of older recordings while maintaining capacity to process new recordings as they arrive
  • Sample recordings so you can quickly try out PCA for yourself
  • It’s easy to install with a single AWS CloudFormation template

Architecture

Call recording audio files are uploaded to the S3 bucket and folder, identified in the main stack outputs as InputBucket and InputBucketPrefix, respectively. The sample call recordings are automatically uploaded because you set the parameter loadSampleAudioFiles to true when you deployed PCA.

As each recording file is added to the input bucket, an S3 event notification triggers a Lambda function that initiates a workflow in Step Functions to process the file. The workflow orchestrates the steps to start an Amazon Transcribe batch job and process the results by doing entity detection and additional preparation of the call analytics results. Processed results are stored as JSON files in another S3 bucket and folder, identified in the main stack outputs as OutputBucket and OutputBucketPrefix.

As the Step Functions workflow creates each JSON results file in the output bucket, an S3 event notification triggers a Lambda function, which loads selected call metadata into a DynamoDB table.

The PCA UI web app queries the DynamoDB table to retrieve the list of processed calls to display on the home page. The call detail page reads additional detailed transcription and analytics from the JSON results file for the selected call.

Amazon S3 lifecycle policies delete recordings and JSON files from both input and output buckets after a configurable retention period, defined by the deployment parameter RetentionDays. S3 event notifications and Lambda functions keep the DynamoDB table synchronized as files are both created and deleted.

When the EnableTranscriptKendraSearch parameter** **is true, the Step Functions workflow also adds time markers and metadata attributes to the transcription, which are loaded into an Amazon Kendra index. The transcription search web application is used to search call transcriptions. For more information on how this works, see Make your audio and video files searchable using Amazon Transcribe and Amazon Kendra.

Deployment instructions

(optional) Build and Publish PCA CloudFormation artifacts

Note: Perform this step only if you want to create deployment artifacts in your own account. Otherwise, we have hosted a CloudFormation template for 1-click deployment in the deploy section.

Use the publish.sh bash script to build the project and deploy cloud formation templates to your own deployment bucket.

Prerequisite: You must already have the AWS CLI installed and configured, or use an AWS Cloud9 environment.

To deploy to non-default region, set environment variable AWS_DEFAULT_REGION to a region supported by Amazon Transcribe. See: AWS Regional Services E.g. to deploy in Ireland run export AWS_DEFAULT_REGION=eu-west-1 before running the publish script.
NOTE: Tested only in us-east-1 so far!!

Run the script with up to 3 parameters:

./publish.sh <cfn_bucket> <cfn_prefix> [public]

- <cfn_bucket>: name of S3 bucket to deploy CloudFormation templates and code artifacts. if bucket does not exist it will be created.
- <cfn_prefix>: artifacts will be copied to the path specified by this prefix (path/to/artifacts/)
- public: (optional) Adding the argument "public" will set public-read acl on all published artifacts, for sharing with any account.

It downloads package dependencies, builds code zipfiles, replaces local filseystem references in Cfn templates, and copys templates and zipfiles to the cfn_bucket. When complete, it displays the URLS for the CloudFormation templates, 1-click URLs for launching the stack create in CloudFormation, and CLI deployment command , e.g.:

Outputs
Template URL: https://s3.us-east-1.amazonaws.com/<bucket>/pca/artifacts/pca-main.yaml
CF Launch URL: https://us-east-1.console.aws.amazon.com/cloudformation/home?region=us-east-1#/stacks/create/review?templateURL=https://s3.us-east-1.amazonaws.com/<bucket>/pca/artifacts/pca-main.yaml&stackName=PostCallAnalytics
CLI Deploy: aws cloudformation deploy --template-file /home/ec2-user/environment/aws-transcribe-post-call-analytics/build/packaged.template --capabilities CAPABILITY_NAMED_IAM CAPABILITY_AUTO_EXPAND --stack-name PostCallAnalytics --parameter-overrides [email protected]

Deploy the CloudFormation stack

Start your PCA experience by using AWS CloudFormation to deploy the solution with sample recordings loaded.

To get PCA up and running in your own AWS account, follow these steps (if you do not have an AWS account, please see How do I create and activate a new Amazon Web Services account?):

1. Log into the AWS console if you are not already.
   Note: If you are logged in as an IAM user, ensure your account has permissions to create and manage the necessary resources and components for this application.
2. Use the Launch Stack button to deploy the PCA solution in the us-east-1 (N. Virginia) AWS Region:

Region name	Region code	Launch
US East (N. Virginia)	us-east-1

OR, if you opted to follow the steps above to Build and Publish PCA CloudFormation artifacts, use your own published CloudFormation template instead.

• For Stack name, use the default value, PostCallAnalytics.
• For AdminUsername, use the default value, admin.
• For AdminEmail, use a valid email address—your temporary password is emailed to this address during the deployment.
• For loadSampleAudioFiles, change the value to true.
• For EnableTranscriptKendraSearch, change the value to Yes, create new Kendra Index (Developer Edition).

If you have previously used your Amazon Kendra Free Tier allowance, you incur an hourly cost for this index (more information on cost later in this post). Amazon Kendra transcript search is an optional feature, so if you don’t need it and are concerned about cost, use the default value of No.

• For all other parameters, use the default values.

If you want to customize the settings later, for example to apply custom vocabulary to improve accuracy, or to customize entity detection, you can update the stack to set these parameters.

• Select the two acknowledgement boxes, and choose Create stack.

The main CloudFormation stack uses nested stacks to create the following resources in your AWS account:

• Amazon Simple Storage Service (Amazon S3) buckets to hold build artifacts and call recordings
• Amazon Systems Manager Parameter Store settings to store configuration settings
• AWS Step Functions workflows to orchestrate recording file processing
• AWS Lambda functions to process audio files and turn-by-turn transcriptions and analytics
• Amazon DynamoDB tables to store call metadata
• Website components including S3 bucket, Amazon CloudFront distribution, and Amazon Cognito user pool
• Other miscellaneous supporting resources, including AWS Identity and Access Management (IAM) roles and policies (using least-privilege best practices), Amazon Simple Queue Service (Amazon SQS) message queues, and Amazon CloudWatch log groups.
• Optionally, an Amazon Kendra index and AWS Amplify search application to provide intelligent call transcript search.

The stacks take about 20 minutes to deploy. The main stack status shows as CREATE_COMPLETE when everything is deployed.

Set your password

After you deploy the stack, you need to open the PCA web user interface and set your password.

• On the AWS CloudFormation console, choose the main stack, PostCallAnalytics, and choose the Outputs tab.

• Open your web browser to the URL shown as WebAppURL in the outputs.

You’re redirected to a login page.

• Open the email your received, at the email address you provided, with the subject “Welcome to the Amazon Transcribe Post Call Analytics (PCA) Solution!”

This email contains a generated temporary password that you can use to log in (as user admin) and create your own password.

• Set a new password.

Your new password must have a length of at least 8 characters, and contain uppercase and lowercase characters, plus numbers and special characters.

You’re now logged in to PCA. Because you set loadSampleAudioFiles to true, your PCA deployment now has three sample calls pre-loaded for you to explore.

Optional: Open the transcription search web UI and set your permanent password

Follow these additional steps to log in to the companion transcript search web app, which is deployed only when you set EnableTranscriptKendraSearch** **when you launch the stack.

• On the AWS CloudFormation console, choose the main stack, PostCallAnalytics, and choose the Outputs tab.
• Open your web browser to the URL shown as TranscriptionMediaSearchFinderURL in the outputs.

You’re redirected to the login page.

• Open the email your received, at the email address you provided, with the subject “Welcome to Finder Web App.”

This email contains a generated temporary password that you can use to log in (as user admin).

• Create your own password, just like you already did for the PCA web application.

As before, your new password must have a length of at least 8 characters, and contain uppercase and lowercase characters, plus numbers and special characters.

You’re now logged in to the transcript search Finder application. The sample audio files are indexed already, and ready for search.

Learn more

Check out the AWS blog post: Post call analytics for your contact center with Amazon language AI services

PCA documentation and tutorials are available here: Post Call Analytics

Also check out the companion sample solution - Live call analytics for your contact center with Amazon language AI services. Live Call Analytics (LCA), offers real time-transcription and analytics capabilities by using the Amazon Transcribe and Amazon Comprehend real-time APIs. Unlike PCA, which transcribes and analyzes recorded audio after the call has ended, LCA transcribes and analyzes your calls as they are happening and provides real-time updates to supervisors and agents. You can configure LCA to store call recordings to the PCA’s ingestion S3 bucket, and use the two solutions together to get the best of both worlds. See Live call analytics for your contact center with Amazon language AI services for more information.

Security

See CONTRIBUTING for more information.

License

This project is licensed under the Apache-2.0 License.