Before you start
- An Operata account with Admin role and your Operata Group ID.
- An AWS account with the IAM permissions required to deploy CloudFormation in your Amazon Connect region.
- An Amazon Connect instance with CTRs enabled to a Kinesis stream. Firehose-only setups need a Kinesis stream first; see Why Kinesis Streams, not Firehose.
- Familiarity with the Cloud Collector data path.
Steps
1. Send Operata the install details
Operata generates a custom CloudFormation template per integration. Send Operata Support these three values:- CTR Kinesis stream ARN — for example,
arn:aws:kinesis:ap-southeast-2:083560123456:stream/Connect_CTR_Prod. - Amazon Connect instance alias — 32 characters or fewer (for
example,
operata-prod). - Redaction enablement — whether the redactor Lambda runs. If yes, provide the VPC ID and private subnet IDs to deploy it into.
2. Open the quick-create link
Click the link Operata sent. AWS opens the CloudFormation console with the template pre-filled.3. Enter your Operata API token
Paste an Operata API token into the API key parameter. Create a token in the Operata console under Settings → Config → API and label itAWS_Integration.
This is the only parameter you fill in by hand. Every other field is
pre-populated.
4. (Optional) Configure CTR upsert
To enrich CTRs with agent-hierarchy or other lookup data before delivery, set the two upsert parameters:agentDataS3BucketName— S3 bucket holding JSON-line or JSON-array data files. Format:bucket-name/prefix.agentLookupKey— the CTR field used to look up enrichment data (for example,USERNAMEoruserId).
5. Deploy the stack
Acknowledge the IAM acknowledgement, then click Create stack. The stack takes around five minutes to deploy. CloudFormation creates the Amazon EventBridge Pipe, the redactor Lambda (if enabled), the API destination, the Secrets Manager secret, and the IAM roles.6. Place a test contact
Make or receive a call through your Amazon Connect CCP. Make sure:- The Agent Experience Collector Chrome extension is installed in the agent’s browser.
- The CCP URL matches the Amazon Connect instance you just installed the stack against.
- You close the contact when the call ends — CTRs are only emitted on close.
Verify
In the Operata console, open Get the Details and filter to the last five minutes. Your test contact appears with atraceRecord payload similar to:
Related
- Configure CTR redaction — strip PII fields before they leave your AWS account.
- Tag your AWS resources — apply cost-allocation and access-control tags to the deployed stack.
- Concept: Cloud Collector — the runtime that processes each CTR.
- Troubleshoot the integration — missing records, CloudFormation failures, secret management.