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Analytics 365 Setup
Analytics 365 by Tollring is a Microsoft Teams call recording and analytics platform. Once connected, Junto's AI agent can search call history, view call details, and transcribe recordings on demand.
Prerequisites
- An Analytics 365 account with API access
- An API token generated from the Analytics 365 platform
Step 1: Generate an API Token
- Log in to your Analytics 365 account.
- Navigate to your account or API settings.
- Generate a new API token.
- Copy the token.
Step 2: Configure in Junto
- In Junto, go to Settings > Integrations > Analytics 365.
- Click Add Configuration and enter your API Token.
- Click Create. Junto validates the connection by querying your Analytics 365 account.
The token is encrypted before storage.
What the AI Agent Can Do
Call Search & Details
| Tool | Description | Risk Level |
|---|---|---|
| List Calls | Search Teams calls by date range, phone number, user, call direction, call type, and duration | Low |
| Get Call | View full details of a specific call including participants, duration, direction, and available recordings | Low |
Call data includes:
- Direction -- Dialled (outbound) or Received (inbound)
- Call Type -- External (PSTN) or Internal (Teams-to-Teams)
- Recordings -- Whether a recording exists and its transcription status
Transcription
| Tool | Description | Risk Level |
|---|---|---|
| Transcribe Call | Download a call recording and generate a transcript with optional summary | High |
Transcription is only available in Explore mode (the General Assistant). It is not available during automated processing or triage. Because transcription has a processing cost, the agent will always ask for your approval before transcribing a call.
ConnectWise Enrichment
When both Analytics 365 and ConnectWise PSA are connected, the agent gains additional workflow capabilities:
- Contact Call Enrichment -- Automatically surface recent Teams calls related to a ConnectWise ticket's contact, adding call context to ticket triage without any transcription cost.
- Contact Fuzzy Matching -- Surface suggested improvements to ConnectWise contact records based on details from Analytics 365 call data.
Troubleshooting
- Connection fails -- Verify your API token is correct and has not expired. Generate a new token if needed.
- No calls returned -- Check that the date range and filters are correct. Ensure call recording is enabled in your Analytics 365 account.
- Transcription unavailable -- Transcription is only available in Explore mode. If you are in a ticket conversation, switch to the General Assistant to transcribe calls.
- Call enrichment not working -- Ensure both Analytics 365 and ConnectWise PSA integrations are connected. The agent matches calls by phone number from the ConnectWise contact record.