Persona Analysis

Connections

Pull call transcripts straight from RingCentral instead of uploading them by hand.

RingCentral

Server-to-server (JWT) · RingSense AI transcripts

To connect RingCentral, create a server-to-server app and add three environment variables, then redeploy.

  1. In the RingCentral Developer Console, create an app with Auth type: JWT (server-only).
  2. Add these scopes: ReadCallLog, ReadCallRecording, RingSense, ReadAccounts. (The RingSense scope is granted by request and requires super-admin auth.)
  3. Generate a JWT credential for the app (Credentials tab).
  4. Set these env vars (locally in .env.local, or in Vercel → Settings → Environment Variables), then redeploy:
RINGCENTRAL_CLIENT_ID=...
RINGCENTRAL_CLIENT_SECRET=...
RINGCENTRAL_JWT=...
# optional (sandbox): RINGCENTRAL_SERVER_URL=https://platform.devtest.ringcentral.com

Transcripts require a RingSense (RingCX / RingSense for Sales) subscription. Without it the call log syncs but no transcript text is available.