PCA setup checklist

PCA only works when providers and project setup are complete. Use this checklist before the first analysis.

Checklist

1. Integrations → AI providers
   • LLM (for scoring / GenAI tags / summaries)
   • STT (transcription)
   • Storage (where recordings are read or stored)
2. Open the Call Analyzer project → Setup.
3. Select the providers (you do not paste keys on Setup — keys live in Integrations).
4. Set max score and good/poor limits if you use QA grades.
5. Configure Tags.
6. Configure QA scorecard (questions, optional bundles).
7. Create a data table with recording URLs and set metadata fields.
8. Publish the intake spinner (and schedule if you want nightly runs).
9. Ensure the runtime is running.

Screenshot needed

Analyzer setup page with provider dropdowns filled.

Where: Call Analyzer project → Setup

Save as: src/assets/screenshots/27-pca-setup.png

Success

After a run, Records shows analyzed calls with score, grade, tags, and summary. Open QA View for the frozen scorecard snapshot.

Next

• Tags & QA
• AI providers