Recordings and transcripts

Manage realtime states for live handoff and call transcripts and recordings for analytics

You can use several methods to store large audio files and lengthy transcriptions, as well as retrieve them for analysis and practical use.

This section covers the tools and endpoints designed to synchronize conversation metadata and transcripts between PolyAI systems and client infrastructure.

Methods

This section covers:

1. Handoff States

   • Use the Conversation API to manage real-time state sharing for conversation handoffs, so there is no delay in communication between automated systems and live agents.

2. List Conversations

   • Use the Conversation API to retrieve filtered lists of conversation transcripts, including metadata and identifiers. Use these transcripts to support monitoring and analysis of large data sets.

3. Studio transcripts

   • You can access conversation transcripts and recordings directly in the PolyAI Agent Studio.

4. AWS S3 integration

   • Sync data between your system and PolyAI using AWS S3 buckets for scalable, high-performance storage solutions. Perfect for large-scale or long term data handling scenarios.

Use case table

Tool	Purpose	Provides audio?	Provides text (transcripts)?	Best use cases
Handoff States	Monitor and trigger real-time state transitions for handoffs between automated and live agents.	No	No	Ensuring communication during handoffs. Not for audio or transcript retrieval, but critical for conversation flow.
List Conversations	Retrieve filtered lists of conversations with metadata and transcript IDs.	No	Yes	Ideal for monitoring, reporting, or linking transcripts to external systems for further analysis.
Transcripts	Access and review conversation transcripts and recordings directly in the PolyAI UI.	Yes (No download)	Yes	Quick manual review for quality assurance, compliance, and performance analysis. Not suitable for bulk handling.
AWS S3 Integration	Sync recordings and metadata to your AWS S3 environment for scalable storage and analysis.	Yes (Downloadable)	Yes	Large-scale or long term storage needs, especially for compliance-heavy industries requiring both audio and transcripts.

• Audio only: Use transcripts for quick access or a customized AWS S3 integration with downloadable audio files.
• Text only: Use list conversations to retrieve transcript IDs and link them to conversation data. Portal transcripts also provides manual access to text.