Setup

Call ingestion

Pull recordings from wherever they already live. No phone-system migration, and no CCaaS requirement.

Source

SFTP configuration

Host*

PortConcurrencyParallel downloads

Username*AuthenticationPrivate key*PEM format. Stored encrypted at rest.Key passphraseLeave blank if the key is unencrypted.Remote path*Supports {YYYY} {MM} {DD} tokens, expanded in the timezone below.File patternGlob. Non-matching files are ignored.Metadata sidecarAgent, client and direction usually arrive in a companion file rather than the audio.Poll intervalAfter fetchMoving is safest — deleting removes the client's own copy.TimezoneUsed to expand date tokens and parse timestamps.

Dry run

Pulls five records and shows exactly what would be written to the database. Nothing is persisted, and the original text is discarded when this panel closes.

No records fetched yet

Run this before going live — it is the fastest way to show legal what leaves the source system.