The Gladly integration is in Beta.
Prerequisites
- A Gladly user with the API User permission and the Agent role.
- Call Summaries and Transcriptions turned on in Gladly. Exec skips calls without a transcript.
- Workspace admin access in Exec.
Connect Gladly
1
Create an API token in Gladly
Sign in to Gladly as the API user. Open Settings → API Tokens and create a token. Copy it.
2
Open Integrations in Exec
Go to Settings → Integrations and scroll to the Call Recorders section.
3
Enter your credentials
Click the + button on the Gladly card and fill in:
- Gladly address - your Gladly host, for example
yourcompany.gladly.com. - API user email - the email of the Gladly user who created the token.
- API token - the token you created.
How syncing works
- After each call - the Gladly webhook tells Exec when a call ends. Exec imports it a few minutes later. If Gladly hasn’t finished the transcript yet, Exec retries.
- Every 15 minutes - Exec also checks Gladly for calls from the last 24 hours that the webhook missed.
Import older calls
Gladly keeps call exports for 14 days, so you can import calls from up to 14 days back.1
Open the Gladly card
In Settings → Integrations, open the connected Gladly card and click Import older calls.
2
Pick a start date
Choose a date in Import calls since, then click Import. Calls appear in Calls over the next few minutes.
What gets imported
- Recording - the call’s MP3 audio.
- Transcript - Gladly’s transcript, with each line labeled by the agent’s or customer’s name. Exec works out who is who from whether the call was inbound or outbound. Any other speakers keep a numbered Speaker label.
- Participants - the Gladly agent is added as an internal participant, so the call can be scored. The customer is added as an external participant.
Warnings on the Gladly card
The Gladly card shows a warning when something needs attention:- Calls skipped because Gladly had no transcript - turn on Call Summaries and Transcriptions in Gladly.
- Exec could not add its webhook in Gladly - new calls still import from the 15-minute check, but can take up to 30 minutes to appear.