Webex by Cisco
This article explains how admins can connect Webex Meetings with Staircase AI to retrieve and analyze meeting transcripts and participant information for client-facing calls, including setup steps, required permissions, and cleanup instructions.
Overview
Connect Staircase to your Webex Meetings account to receive meeting insights like attendance, engagement, sentiment, topics, and action items.
Once access is granted, Staircase pulls and analyzes transcripts from recorded client-facing calls and identifies the stakeholders who attended each meeting.
IMPORTANT
When the integration is first established, Staircase imports and analyzes three months of historical client-facing call data.
Prerequisites
Before proceeding, ensure the following:
- You have admin permissions in both Webex Meetings and Staircase AI.
- Webex Meetings transcription is enabled in the settings.
Permissions Granted by the Integration
Installing this connection grants the following permissions:
- View all user meetings - used to correlate events and calls
- View recording - used to retrieve meeting transcript which is then analyzed for topic, sentiment, and open items
- View user information - used to match Staircase user with Webex Meetings user
Connect Staircase AI to your Webex Meetings Account
To connect your Webex Meetings account with Staircase AI:
- Log in to Staircase.ai.
- Navigate to Settings > Integrations.
- Click the Webex meetings card. The Webex integration page appears.
- Click Connect. The Webex Meetings sign-in page appears.
- Sign in with your Webex Meetings admin credentials.
- Click Allow to grant Staircase access to your Webex Meetings account.
If the configuration is successful, a success notification appears.
IMPORTANT
After the initial setup, all recorded client-facing calls that match your team and accounts in Staircase are analyzed going forward.
Enable Webex Meetings Transcription
To enable Staircase AI to analyze your Webex Meetings calls, recordings must be enabled, which requires a Webex Meetings Business Plan. Transcription uses Webex Meetings’s built-in functionality, and only recorded calls with transcriptions are synced to Staircase AI for analysis. This ensures accurate insights and follow-ups.
In Webex Meetings, navigate to Settings > General and select the Create audio transcript checkbox to enable the generation of transcripts.
Disconnect Webex Meetings Integration
To disconnect Webex Meetings integration:
- Login to Staircase AI.
- Navigate to Settings > Integrations.
- Click the Webex Meetings card. The Webex Meetings integration page appears.
- Click Disconnect.
Uninstall the Staircase App from Webex Meetings
If you no longer have access to the Staircase application you can uninstall the Staircase app. To uninstall Webex Meetings:
- Login to your Webex Meetings account.
- Navigate to the Webex Meetings app marketplace.
- Click Manage > Added apps or search for the Staircase app.
- Click Remove.