.csv files.
Prerequisites
AWS Requirements
Required IAM policy:
Platform Requirements
Supported Recording Types
Mono Recording Requirement
Mono recordings require two separate audio files — one for the agent and one for the customer. A single mixed mono file is not supported and significantly reduces transcription accuracy.
Data Flow
CSV Metadata Formats
Each recording type requires specific CSV fields. The core fields are the same across all types, only the recording-specific fields differ.Stereo Voice Recordings
Configuration:recordingType = stereo, channelType = voice
Mono Voice Recordings
Configuration:recordingType = mono, channelType = voice
Mono recordings require two separate CSV rows and two audio files per conversation — one for the agent and one for the customer. Use the same
conversationId for both rows.Voice Transcripts (Pre-transcribed Audio)
Configuration:recordingType = transcription, channelType = voice
Use this format when you have transcribed voice recordings and want to import the text for analysis without reprocessing the audio.
Chat Scripts (Live Chat Interactions)
Configuration:recordingType = transcription, channelType = chat
Use this format for live chat interactions from web chat, WhatsApp, Facebook Messenger, and other messaging platforms.
For conversations involving agent or queue transfers, use the
queueId of the queue where the conversation ended and the agentEmail of the agent who closed the conversation.Agent and Queue Validation
The system validates agent and queue combinations as follows:- Process the conversation when the system has onboarded the queue, even if the system hasn’t onboarded the agent.
- Process the conversation when the system has onboarded both the agent and the queue, even if the agent isn’t mapped to the queue.
- Reject the conversation when the system hasn’t onboarded or configured the queue.
JSON Transcript Schemas
Voice Transcript Format
Full example:Chat Transcript Format
Example:Storage Structure Options
Choose a folder structure for your S3 bucket before setting up the connector. Option A: Unified PathSet Up the Connector
Before you begin, verify that your S3 bucket is ready:- All audio files are available via HTTPS URLs.
.csvfiles contain the required fields with correct column headers.- Mono recordings have separate agent and customer files.
- A
test.csvfile exists in each configured folder.
File and folder names shouldn’t contain any spaces or special characters.
Step 1: Create the Connector
- Navigate to Quality AI > Configure > Connectors.
- Select + Add Connector > Amazon S3 > Connect.
- Enter a Name for the connector.
- Select your AWS Region.
- Choose an Auth Type and enter your credentials:
- Access Keys: Enter your Access Key and Secret Key.
- IAM Role: Enter the IAM Role ARN.
- Set the folder path:
- Unified Path: Enter a single path for both voice and chat (for example,
s3://your-bucket/conversations/). - Separate Paths: Enter a Voice Path and a Chat Path.
- Unified Path: Enter a single path for both voice and chat (for example,
Step 2: Test the Connection
- Select the Test tab in the connector configuration.
- Select Test to validate the configuration. If validation fails, correct the issue and select Re-Test.
- Verify that the following validation checks pass:
- Authentication: Validates your AWS credentials and S3 bucket access.
- Filepath Availability & Accessibility: Verifies that the configured S3 path exists and is available.
- File Format Validation: Verifies that supported file formats are present and readable.
- Metadata Validation: Verifies that required metadata fields are present and valid.
The connector must pass all validation checks before you can proceed with queue mapping and activation.
Step 3: Map Queues and Configure the Schedule
- Navigate to the Queue tab.
- Map each
queueIdfrom the.csvfiles to a Quality AI Express queue. Values must match exactly. - Navigate to the Schedule tab.
- Set the Interval (minutes, hours, or days) and Start Time (UTC).
- Select Save to activate the connector.
- The system saves and validates the queue mappings.
- The processing schedule is active.
- The first ingestion job displays in the Log tab.
- The system reports no processing errors.