Configuring Azure AI
Overview
This guide describes how to configure Azure AI Transcription in PortSIP PBX.
Once configured, PortSIP PBX integrates with Microsoft Azure Cognitive Services to provide high-quality Speech-to-Text (STT) transcription and optional sentiment analysis for calls and voicemails. These AI capabilities enhance call analytics, compliance recording, quality management, and overall user experience.
This guide follows VoIP, UCaaS, and CCaaS best practices and assumes basic familiarity with PortSIP PBX administration and Microsoft Azure services.
Prerequisites
Before you begin, ensure the following requirements are met:
System Administrator privileges in PortSIP PBX
An active Microsoft Azure account
Azure Speech service enabled
(Optional) Azure Text Analytics service enabled for sentiment analysis
Azure service credentials obtained from the Azure Portal:
Account name
API key
Region
Configuring the PortSIP PBX AI Engine
Step 1: Log in to PortSIP PBX
Sign in to the PortSIP PBX Web Portal using a System Administrator account.
Step 2: Select Azure as the AI Engine
Navigate to: Integrations > AI Engine
From the AI Engine drop-down list, select Azure.
This configures PortSIP PBX to use Microsoft Azure Cognitive Services as the backend for AI transcription and language analytics.
Step 3: Configure Azure Credentials and Service Settings
Use the information obtained from the Azure Portal to configure the following settings. These settings allow PortSIP PBX to store audio data and invoke Azure AI Foundry services for speech transcription and sentiment analysis.
Azure Storage Account Configuration:
These settings are used to access the Azure Storage Account that stores call audio recordings and intermediate processing data.
Account Name
The name of your Azure Storage Account.
This value identifies the storage account where call audio files and related artifacts are stored for further processing by Azure AI Foundry services.
Account Key
The access key generated for the Azure Storage Account.
This key allows PortSIP PBX to authenticate and access the storage account. Ensure the key has appropriate permissions and is stored securely.
Security Best Practice Use a dedicated storage account and rotate access keys periodically.
Container Name
The name of the Blob Container within the Azure Storage Account.
This field is mandatory and must match an existing container name in the selected storage account. The container must have read and write permissions enabled.
For permission configuration details, see: Azure trusted services security mechanism
Azure AI Foundry Configuration:
These settings are used to invoke Azure AI Foundry services for Speech-to-Text and Sentiment Analysis.
API Key
The API key generated for your Azure AI Foundry resource.
This key is used by PortSIP PBX to authenticate API requests sent to Azure AI Foundry services.
Security Best Practice Protect this key carefully and restrict access using Azure role-based access control (RBAC) where possible.
Region
The Azure region where the Azure AI Foundry resource is deployed.
Examples include:
eastus, westus2, westeurope, japaneast
Important The region must exactly match the region of the Azure AI Foundry resource; otherwise, API requests will fail.
Locale
Specifies the language and regional format used for speech recognition.
Examples include:
en-US, en-GB, ja-JP, zh-CN, vi-VN
Azure Platform API Request Limits:
These settings define the API request limits enforced when accessing Azure AI Foundry services. Proper configuration helps control usage and prevent throttling.
Speech-to-Text Requests
Specifies the maximum number of Speech-to-Text API requests that PortSIP PBX is allowed to send to the Azure platform.
Sentiment Analysis Requests
Specifies the maximum number of Sentiment Analysis API requests that PortSIP PBX is allowed to send to the Azure platform.
This limit is applied when analyzing transcription text to determine caller sentiment or call quality metrics.
Step 4: Enable AI Transcription for a Tenant
Log in to PortSIP PBX as a System Administrator.
Navigate to Tenants, select the target tenant, and click Edit.
Open the Features tab and enable AI Transcription.
Navigate to General and enable Enable AI Transcription.
Configure Daily File Quota to limit the tenant’s daily AI transcription usage and control Azure costs.
Managing AI Transcription Within a Tenant
Once AI transcription is enabled, Tenant Administrators can manage and use AI transcription features as follows:
Log in to the Tenant Administration Portal.
Navigate to Company > General and configure:
Automatically Transcribe Recorded Calls
Automatically Transcribe Voicemails
Navigate to Data Analytics > Call Recordings to view transcription results.
Calls that have already been transcribed display a sentiment indicator.
For calls that have not yet been transcribed, click the transcription icon to manually trigger transcription.
Managing AI Transcription at the User Level
Once AI transcription is enabled for the tenant, Tenant Administrators can manage and use AI transcription features for individual users as follows:
Log in to the PortSIP PBX Web Portal as a Tenant Administrator.
Navigate to Call Manager > Users, then double-click the target user.
Select the Extension tab and enable or disable the following option:
Automatically Transcribe Recorded Calls
Navigate to Data Analytics > Call Recordings to view transcription results.
Calls that have already been transcribed display a sentiment indicator.
For calls that have not yet been transcribed, click the transcription icon to manually trigger transcription.
Operational Notes and Best Practices
Call recording must be enabled for transcription to function.
Only recorded calls and voicemails are eligible for transcription.
Transcription is processed asynchronously and may be queued during peak usage.
Use Daily File Quota to control AI usage and manage Azure costs.
For regulated environments, review Azure data residency and retention policies.
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