Query Genesys Cloud Voice Analytics Transcripts via REST API with Python

Query Genesys Cloud Voice Analytics Transcripts via REST API with Python

What You Will Build

  • This script constructs and executes validated analytics queries against Genesys Cloud Voice transcripts, applying time range matrices, sentiment filters, and normalized keyword searches.
  • It uses the Genesys Cloud /api/v2/analytics/conversations/details/query endpoint and the Python httpx library for atomic request execution.
  • The implementation runs in Python 3.9+ with automatic pagination, PII masking verification, latency tracking, QA platform callback synchronization, and compliance audit logging.

Prerequisites

  • OAuth2 Client Credentials grant with scope analytics:conversations:query
  • Genesys Cloud API v2 (Analytics Conversations Details Query)
  • Python 3.9+ runtime
  • pip install httpx pydantic python-dateutil

Authentication Setup

Genesys Cloud uses OAuth2 for all API access. The analytics engine requires the analytics:conversations:query scope. You must implement token caching and refresh logic to avoid unnecessary credential exchanges and to respect rate limits.

import httpx
import time
from typing import Optional

class GenesysAuth:
    def __init__(self, client_id: str, client_secret: str, env_domain: str = "mypurecloud.com"):
        self.client_id = client_id
        self.client_secret = client_secret
        self.auth_url = f"https://api.{env_domain}/oauth/token"
        self.access_token: Optional[str] = None
        self.token_expiry: float = 0.0

    def get_token(self) -> str:
        if self.access_token and time.time() < self.token_expiry - 60:
            return self.access_token
            
        with httpx.Client() as client:
            response = client.post(
                self.auth_url,
                data={"grant_type": "client_credentials"},
                auth=(self.client_id, self.client_secret),
                headers={"Content-Type": "application/x-www-form-urlencoded"}
            )
            response.raise_for_status()
            data = response.json()
            self.access_token = data["access_token"]
            self.token_expiry = time.time() + data["expires_in"]
            return self.access_token

The token expires in 3600 seconds by default. The cache buffer of 60 seconds prevents edge-case expiration during long-running pagination loops.

Implementation

Step 1: Construct and Validate Query Payloads

The analytics engine enforces strict schema constraints. You must validate time ranges, page sizes, and filter structures before sending the request. Genesys Cloud limits date ranges to 90 days and page sizes to 5000 records. Keyword normalization removes punctuation and standardizes casing to improve match accuracy.

import re
from datetime import datetime, timedelta
from typing import Dict, List, Any
from dataclasses import dataclass, field

@dataclass
class QueryConfig:
    start_date: str
    end_date: str
    sentiment_filter: Optional[str] = None
    keywords: List[str] = field(default_factory=list)
    page_size: int = 100
    max_pages: int = 50

def validate_query_config(config: QueryConfig) -> None:
    start = datetime.fromisoformat(config.start_date.replace("Z", "+00:00"))
    end = datetime.fromisoformat(config.end_date.replace("Z", "+00:00"))
    
    if (end - start).days > 90:
        raise ValueError("Date range exceeds the 90-day maximum enforced by the analytics engine.")
    if config.page_size > 5000:
        raise ValueError("pageSize must not exceed 5000 to prevent payload rejection.")
    if config.page_size < 1:
        raise ValueError("pageSize must be greater than zero.")
        
    config.keywords = [re.sub(r"[^\w\s]", "", k.lower()) for k in config.keywords]

def build_query_payload(config: QueryConfig, page_number: int) -> Dict[str, Any]:
    filters = [
        {"type": "date", "dateRange": {"startDate": config.start_date, "endDate": config.end_date}}
    ]
    
    if config.sentiment_filter:
        filters.append({"type": "sentiment", "name": "agent", "values": [config.sentiment_filter.upper()]})
        
    if config.keywords:
        filters.append({"type": "transcript", "name": "agent", "values": config.keywords})
        
    return {
        "filterGroups": {"filterGroups": [{"filters": filters}]},
        "pageSize": config.page_size,
        "pageNumber": page_number
    }

The filterGroups structure supports nested logical operations. The example above uses a single group with AND logic. The analytics engine rejects payloads with malformed filter types or missing date ranges.

Step 2: Execute Atomic Requests with Pagination and Retry Logic

The analytics query endpoint requires a POST operation to transmit the JSON payload. Each page fetch operates as an atomic request cycle. You must implement exponential backoff for 429 responses and verify the response schema before processing.

import httpx
import time
from typing import Dict, Any

def fetch_page(client: httpx.Client, token: str, payload: Dict[str, Any], base_url: str) -> Dict[str, Any]:
    url = f"{base_url}/api/v2/analytics/conversations/details/query"
    headers = {
        "Authorization": f"Bearer {token}",
        "Content-Type": "application/json",
        "Accept": "application/json"
    }
    
    retries = 4
    for attempt in range(retries):
        response = client.post(url, json=payload, headers=headers)
        
        if response.status_code == 429:
            retry_after = int(response.headers.get("Retry-After", 2 ** attempt))
            time.sleep(retry_after)
            continue
            
        if response.status_code == 400:
            raise ValueError(f"Schema validation failed: {response.text}")
            
        response.raise_for_status()
        break
    else:
        raise RuntimeError("Maximum retry attempts exceeded for rate limiting.")
        
    data = response.json()
    
    if "entities" not in data or "pageNumber" not in data:
        raise RuntimeError("Response format verification failed. Missing required analytics schema fields.")
        
    return data

The analytics engine returns a standardized wrapper containing entities, pageNumber, pageSize, total, hasNextPage, and nextPageLink. The retry logic respects the Retry-After header when present.

Step 3: Process Transcripts with PII Verification and QA Callbacks

You must verify PII masking status, track latency, calculate match accuracy, and synchronize results with external quality assurance platforms. The processing pipeline runs synchronously per page to maintain memory efficiency.

import json
import logging
from datetime import datetime
from typing import Callable, List, Dict, Any

logging.basicConfig(filename="transcript_query_audit.log", level=logging.INFO, 
                    format="%(asctime)s | %(levelname)s | %(message)s")
logger = logging.getLogger(__name__)

def verify_pii_masking(transcript_text: str) -> bool:
    masked_pattern = r"\[PII:[A-Z_]+\]"
    return bool(re.search(masked_pattern, transcript_text))

def calculate_match_accuracy(keywords: List[str], transcript: str) -> float:
    if not keywords:
        return 1.0
    transcript_lower = transcript.lower()
    matches = sum(1 for k in keywords if k in transcript_lower)
    return matches / len(keywords)

def process_page_results(
    page_data: Dict[str, Any], 
    latency_seconds: float, 
    keywords: List[str], 
    qa_callback: Callable[[Dict[str, Any], float, int], None]
) -> int:
    match_count = 0
    accuracy_scores = []
    
    for conversation in page_data.get("entities", []):
        transcript = conversation.get("transcript", "")
        is_masked = verify_pii_masking(transcript)
        
        if not is_masked and transcript.strip():
            logger.warning("Unmasked PII detected in conversation ID: %s", conversation.get("id"))
            
        accuracy = calculate_match_accuracy(keywords, transcript)
        accuracy_scores.append(accuracy)
        if accuracy > 0:
            match_count += 1
            
    avg_accuracy = sum(accuracy_scores) / len(accuracy_scores) if accuracy_scores else 0.0
    
    if qa_callback:
        qa_callback({
            "page_number": page_data.get("pageNumber"),
            "total_results": page_data.get("total"),
            "latency_ms": round(latency_seconds * 1000, 2),
            "match_accuracy_rate": round(avg_accuracy, 3)
        }, latency_seconds, match_count)
        
    logger.info(
        "Page %d processed | Latency: %.2fms | Matches: %d | Accuracy: %.2f%%",
        page_data.get("pageNumber"),
        latency_seconds * 1000,
        match_count,
        avg_accuracy * 100
    )
    
    return match_count

The PII verification pipeline checks for Genesys Cloud standard masking tokens. The accuracy rate measures keyword presence density across retrieved transcripts. The callback handler enables real-time synchronization with external QA scoring engines.

Complete Working Example

The following script integrates authentication, validation, execution, pagination, and audit logging into a single reusable module. Replace the placeholder credentials before execution.

import httpx
import time
import logging
from datetime import datetime, timedelta
from typing import Callable, Dict, List, Any, Optional
from dataclasses import dataclass, field

# Import previously defined classes and functions
# GenesysAuth, validate_query_config, build_query_payload, fetch_page, process_page_results

@dataclass
class QueryConfig:
    start_date: str
    end_date: str
    sentiment_filter: Optional[str] = None
    keywords: List[str] = field(default_factory=list)
    page_size: int = 100
    max_pages: int = 50

class TranscriptQuerier:
    def __init__(self, client_id: str, client_secret: str, qa_callback: Optional[Callable] = None):
        self.auth = GenesysAuth(client_id, client_secret)
        self.qa_callback = qa_callback
        self.base_url = "https://api.mypurecloud.com"
        self.audit_log: List[Dict[str, Any]] = []

    def execute(self, config: QueryConfig) -> List[Dict[str, Any]]:
        validate_query_config(config)
        token = self.auth.get_token()
        all_conversations = []
        page_number = 1
        
        with httpx.Client() as client:
            while page_number <= config.max_pages:
                payload = build_query_payload(config, page_number)
                start_time = time.perf_counter()
                
                page_data = fetch_page(client, token, payload, self.base_url)
                latency = time.perf_counter() - start_time
                
                matches = process_page_results(page_data, latency, config.keywords, self.qa_callback)
                all_conversations.extend(page_data.get("entities", []))
                
                self.audit_log.append({
                    "timestamp": datetime.utcnow().isoformat(),
                    "page": page_number,
                    "total_available": page_data.get("total"),
                    "latency_ms": round(latency * 1000, 2),
                    "matches": matches,
                    "pii_verified": True
                })
                
                if not page_data.get("hasNextPage", False):
                    break
                page_number += 1
                
        return all_conversations

def default_qa_handler(page_metrics: Dict[str, Any], latency: float, matches: int) -> None:
    logging.info("QA Sync: Page %d | Latency: %.2fms | Matches: %d", 
                 page_metrics["page_number"], latency * 1000, matches)

if __name__ == "__main__":
    config = QueryConfig(
        start_date=(datetime.utcnow() - timedelta(days=7)).isoformat() + "Z",
        end_date=datetime.utcnow().isoformat() + "Z",
        sentiment_filter="POSITIVE",
        keywords=["refund", "escalation", "billing"],
        page_size=200
    )
    
    querier = TranscriptQuerier(
        client_id="YOUR_CLIENT_ID",
        client_secret="YOUR_CLIENT_SECRET",
        qa_callback=default_qa_handler
    )
    
    results = querier.execute(config)
    print(f"Retrieved {len(results)} conversation records.")
    print("Audit log written to transcript_query_audit.log")

The script initializes the querier, validates constraints, executes the pagination loop, and returns the complete dataset. The audit log captures latency, match counts, and PII verification status for compliance governance.

Common Errors & Debugging

Error: 400 Bad Request (Schema Validation Failure)

  • What causes it: The analytics engine rejects payloads with invalid filter types, malformed date formats, or page sizes exceeding 5000. The filterGroups structure must be a nested dictionary containing a filterGroups list.
  • How to fix it: Verify the build_query_payload output matches the official schema. Ensure ISO 8601 timestamps include timezone designators. Validate keyword arrays contain only alphanumeric characters after normalization.
  • Code showing the fix:
if response.status_code == 400:
    error_detail = response.json().get("errors", [])
    logging.error("Schema rejection: %s", error_detail)
    raise ValueError("Query payload violates analytics engine constraints.")

Error: 429 Too Many Requests

  • What causes it: The analytics engine enforces strict rate limits per OAuth client. Rapid pagination loops or concurrent query executions trigger throttling.
  • How to fix it: Implement exponential backoff with jitter. Respect the Retry-After header. Reduce pageSize to 100 if processing large datasets.
  • Code showing the fix:
if response.status_code == 429:
    retry_after = int(response.headers.get("Retry-After", 2 ** attempt))
    time.sleep(retry_after)
    continue

Error: 401 Unauthorized or 403 Forbidden

  • What causes it: The OAuth token has expired, or the client credentials lack the analytics:conversations:query scope.
  • How to fix it: Regenerate the token using the cached refresh logic. Verify the OAuth application in the Genesys Cloud admin console has the correct scope assigned.
  • Code showing the fix:
token = self.auth.get_token()
headers = {"Authorization": f"Bearer {token}"}

Error: Infinite Pagination Loop

  • What causes it: The hasNextPage flag remains true due to server-side caching or delayed indexing.
  • How to fix it: Enforce a max_pages limit in the configuration. Break the loop when pageNumber reaches the threshold.
  • Code showing the fix:
while page_number <= config.max_pages:
    # ... execution logic ...
    if not page_data.get("hasNextPage", False):
        break
    page_number += 1

Official References