Authenticx & Five9: Advanced Recording Upload Tool Configuration

A quick-start walkthrough for configuring Five9 Advanced Recording Upload to send call recordings to Authenticx.

41 steps
3 minutes

Five9

Navigate to your Five9 **VCC Administrator**

Go to **Actions**

Select **Configure**

Select **Advanced Recordings**

Add a new **Destination** by clicking Add

Provide a name of this new **Destination**, like "Authenticx SFTP"

Select **SFTP** for **Protocol**

Input the SFTP **Hostname** provided by Authenticx

**Port: 22**

Input the **Username** provided by Authenticx

Select **Use User Key** to upload the provide **SFTP Key** from Authenticx

Click **Edit User Key**

Now **Load from file** and select **OK**

Now, we will create the **Upload Rule** to define *what* will be uploaded and *how* the filename will be structured.

Click **Add** under **Upload Rules**

Add a descriptive name for this rule, like "Authenticx\_{Filter Used}"\ \ **Note:** There may be more than one rule in place, depending upon configuration of Authenticx and/or Five9 instances.

Add a **Condition Grouping** option\ \ For value definitions, please reference [Five9 Documentation](https://documentation.five9.com/bundle/basic-admin/page/basic-admin/domain-settings/configuring-default-ftp-settings/configuring-the-advanced-recording-tab.htm?utm_source=chatgpt.com#:~:text=Select%20a%20Condition%20Grouping%20from%20the%20list)

Add the **Filter Criteria**

For this example, we will be filtering by the **Recording Skill Name,** as recording variables are evaluated upon **Call Disposition**

Select a **Comparison Type**

Add the **Value** and select **OK**

Continue to repeat adding **Filter Criteria** as needed

Now add the **Destination** and **Recording** **File Name Pattern**

For **Destination**, select the **Destination** created earlier in this process

Select a **Delivery** value based on the needs of your business\ \ Please reference[ Five9 Documentation](https://documentation.five9.com/bundle/basic-admin/page/basic-admin/domain-settings/configuring-default-ftp-settings/configuring-the-advanced-recording-tab.htm?utm_source=chatgpt.com#:~:text=Select%20a%20delivery%20option) for descriptions of these values\ \ We will use **Combined Recording - Per Agent**, as we want to export grouped recording segments by agent participant.

Now, remove the default **Recording File Name Pattern** selections

Multi-select and **Remove** the defaults

Add initial value to the **File Name Pattern**

We can begin with a **Variable**

Select the **Value**

Select **OK**

Add a **Constant** to act as a delimiter

For a simple use-case, we will use a simple "**$**" value for the **Constant**

NOTE: For more advanced use-cases, like multiple ARU uploads to Authenticx, please reach out to your Authenticx point of contact for what **Constant** value to use

Continue this process for all applicable metadata fields in scope of your integration

For reference, a basic example **File Name Pattern** is below in the screenshot Now, we will finish with the **file extension Constant**

Add the audio extension (e.g. ".wav") as a **Constant Value**

Review and select **OK**

Review the complete **Upload Rule** and select **OK**

Click **Enable** for the new **Upload Rule** once *verified*.

When complete, click **Save**

Mission Complete!

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