Vega integrates with CurrentClient so recorded client calls can be automatically retrieved, processed, and turned into post-call analysis.
How to connect CurrentClient to Vega
Go to the Integrations page in Vega.
Find CurrentClient.
Click Connect.
Follow the CurrentClient authorization flow.
Once connected, Vega will be able to process CurrentClient calls for users who have connected their CurrentClient account and granted the required permissions.
How to record a CurrentClient call
CurrentClient offers flexible call recording options:
Auto-record all calls
Set up automatic recording so every call is automatically captured.
Go to "phone number settings" in the CurrentClient app.
Select the phone number you want to configure.
Go to "Call Settings" and look for the auto recording toggle
Save your settings
Manual recording
You can also manually start recording during any call by clicking the record button.
Desktop
To start or stop a recording, click the record button in the call widget.
Mobile
To start or stop a recording, click the record button in the call action menu. You have to swipe the action menu up to see all the options.
Here's CurrentClient tutorial on how to record calls.
What happens after the call
Vega checks CurrentClient hourly, at the top of the hour, for recent calls.
Once CurrentClient has made the recording URL available, Vega retrieves the recording, processes it, generates a transcript, and prepares a post-call analysis.
Once processed, the call can be linked to contacts when possible, and Vega can help generate notes, action items, and other outputs from the conversation.
Benefits from the CurrentClient <> Vega integration
Once connected, Vega will:
Monitor calls made through CurrentClient (both inbound and outbound)
Automatically fetch and process call recordings
Generate transcripts and summarize key takeaways from phone conversations
Link calls to contacts when possible
Vega uses the caller’s name and phone number to match participants and contacts.