Before you start
- An Operata account with Admin role.
- An Amazon Connect integration already streaming Contact Trace Records to Operata. Contact Lens layers onto the same data path.
- Contact Lens enabled in your Amazon Connect instance and on the contact flows you want to analyze.
- AWS IAM permissions to deploy CloudFormation in the region hosting your Amazon Connect instance.
- A current Operata subscription that includes Playbook 9 (Experience Insights).
Steps
1. Pick which Contact Lens stack to deploy
Operata ships two independent CloudFormation stacks for Contact Lens. Deploy one or both.
Both stacks deliver into the same Operata account and correlate with
the Contact Trace Records the Cloud Collector already ships.
2. Send Operata the install details
Operata builds custom CloudFormation templates once you provide:ConnectRecordingsBucketName— the S3 bucket holding your Amazon Connect call recordings. Use the bucket name only, up to the first/. Find it in the AWS console under Amazon Connect → Data storage.- Lambda VPC details — the VPC ID and private subnet IDs the Contact Lens Lambda needs. Skip this if you do not require VPC deployment.
- Amazon Connect instance ARN — for example,
arn:aws:connect:ap-southeast-2:083560123456:instance/8f3b9a12-2b6b-4a07-8d33-c6f7b21a4ab0.
3. Deploy the Summary stack
Open the Summary quick-create link Operata sent. Paste your Operata API token into the API key parameter — create one under Settings → Config → API in the Operata console and label itCL_Integration.
Acknowledge the IAM resource creation, then Create stack.
The stack takes around five minutes. CloudFormation creates the Kinesis
stream that backs the integration, the EventBridge Pipe, the
S3-to-Kinesis processor Lambda, the API destination, the Secrets
Manager secret, and the IAM roles. See IAM policies
for the role contract.
4. Deploy the Operata Rules stack
If you also want the Operata rule pack, open the second quick-create link. The Rules stack creates one EventBridge Rule that watches for Contact Lens events whoseactionName is prefixed with operata_ and
forwards them to your Operata account.
Any Contact Lens rule you author later whose name starts with
operata_ flows through this same EventBridge Rule — no additional
deploy needed.
5. Place a test call
Make or receive a call through your Amazon Connect CCP. Close the contact when the call ends — Contact Lens summary data is only generated on close. Confirm the Agent Experience Collector extension is installed in the agent’s browser and that the CCP URL matches the instance you installed the stacks against.Verify
In the Operata console, open Playbook 9 (Experience Insights). Your test contact appears with Contact Lens sentiment, words-per-minute, and any triggered rules within 15 minutes of contact close. If nothing appears after 15 minutes, check the EventBridge Pipe and the S3-to-Kinesis Lambda in CloudWatch Logs, then work through Troubleshooting.Related
- Install Contact Lens collection — the per-stack deployment runbook with parameters and post-deploy checks.
- Contact Lens charges — the AWS cost components and an example bill at 1 million contacts per month.
- Contact Lens data reference — the fields Operata stores for each contact.
- Tag your AWS resources — apply cost-allocation tags to the Contact Lens stacks.