aviso Knowledge Base

When using writeback in Aviso AI the following error message appears SFDC session ID not available

Published August 3rd, 2025 by Sukhmanjeet Kaur

Problem: To write back, Aviso AI requires your permission to access and modify Salesforce data. When you first attempt to write back, a pop-up window asks for authorization from Salesforce. This popup may be blocked depending upon your browser setting. Solution: Allow the popup to let Aviso get the required permissions. After allowing the popup, you

Admin User Flow Configuring the MEDDPIC Template

Published July 29th, 2025 by Sukhmanjeet Kaur

The admin user has full control over configuring templates for the MEDDPIC framework, ensuring they align with the organization's sales process and goals. They can customize sections, define questions, and set response types to match the specific requirements of the sales methodology. To do so, they can follow these steps: Navigate to the Admin modu

Introduction

Published August 1st, 2025 by Sukhmanjeet Kaur

Aviso is the AI compass that guides sales and go-to-market teams to close more deals, accelerate growth, and find their Revenue True North. Aviso AI delivers revenue intelligence, drives informed team-wide actions and course corrections and gives precise guidance so sellers and teams do not get lost in the fog of CRM and augment themselves with pred

Next Quarter Pipeline Insights

Published August 1st, 2025 by Sukhmanjeet Kaur

Introduction The Next Quarter Pipeline Projection feature enables sales users to determine the required open pipeline at the beginning of the next quarter (Q+1) to achieve their sales quota. This calculation is based on historical attainment rates, pipeline composition, and key influencing factors. While monitoring the current quarter’s pipeline is

Make sales performance better with nudges

Published August 1st, 2025 by Sukhmanjeet Kaur

Nudges are messages that Aviso AI sends to the users to remind them of their deal pipeline and alert them to new opportunities. Nudges enable sales teams to easily uncover actionable insights from a variety of sources, including their CRM data, Salesforce Analytics, and customer data, to create customized nudges. These nudges then are shared in a si

Leverage ICP and increase conversion rates

Published August 1st, 2025 by Sukhmanjeet Kaur

Ideal Custom Profile (ICP) score helps to understand how well an account fits the ideal target account characteristics. Account Owners can leverage ICP insights to engage their accounts to move them closer to the ICP characteristics. The ICP characteristics are determined based on analysis of the historical wins so that the account characteristics a

About this guide

Published July 28th, 2025 by Sukhmanjeet Kaur

This guide aims to provide you with limitations and known issues that you might face while using Aviso AI and their solutions. Powered by Document360

Sign in to Aviso AI

Published August 2nd, 2025 by Sukhmanjeet Kaur

Aviso AI supports Single sign-on (SSO). You can use your official email ID to use SSO and log in to Aviso AI. Depending on the level of access (rep or admin), you have different privileges. You can also use Aviso mobile application to use some of the functionalities. As an admin, to know how you perform administrative activities with Aviso AI, see A

Maximize your leads potential with Aviso Leads Intelligence

Published August 1st, 2025 by Sukhmanjeet Kaur

Aviso Lead Intelligence is a comprehensive tool designed to streamline lead management and maximize conversion potential for businesses. It features a centralized leads dashboard for a holistic view of leads, advanced leads analytics for deep insights into lead behavior and trends, and a lead scoring system that indicates the likelihood of leads con

Eliminate guesswork and streamline your sales process with Recommended Actions Next Best Actions

Published July 31st, 2025 by Sukhmanjeet Kaur

Recommended Actions or Next Best Actions is an advanced AI-driven tool that works like a personal strategic advisor to sales reps, helping them make informed decisions and navigate the sales process more effectively. It assesses win score insights, past interactions, and value nudges of the specific deals, analyzes them using historical data, contex

Examples of various formulas you can use while adding a new field

Published July 31st, 2025 by Sukhmanjeet Kaur

Deals grid lets the admins define various formulas required to add a customized field on the Deals page and use it in the new field. It can be an easy formula to add two values or a complex formula involving multiplication and divisions of multiple values. The following video shows two examples to help you understand how to define and apply formulas

Aviso AI Contacts Module Streamline Your CRM Data

Published July 29th, 2025 by Sukhmanjeet Kaur

The Contacts module in Aviso provides a centralized platform to manage and update contact information associated with different accounts. It enables users to efficiently view, filter, and update contact details, ensuring that CRM data remains accurate and up to date. With intuitive search and filtering options, users can quickly find specific contac

Enable 2step verification

Published July 31st, 2025 by Sukhmanjeet Kaur

Perform the following steps to enable 2-step verification for the newly created email address. In the Google admin home page, click on Users. Click Security.A new page that contains information about security and recovery information appears. Choose ON on 2-step verification field.

Generate client secret value from Microsoft Azure portal

Published July 31st, 2025 by Sukhmanjeet Kaur

Perform the following steps to generate the certificate and secret values from the Microsoft Azure portal. On the Microsoft Azure portal, click Certificates &secrets from the left navigation pane.Certificates & secrets page appears. Under Client secrets tab, click + New client secret. Add a client secret section appears. In the Add a client

Access your CRM contacts from Aviso mobile app

Published July 28th, 2025 by Sukhmanjeet Kaur

Aviso lets you access your CRM contacts using Aviso mobile app. You can modify an existing contact and create a new contact from Aviso mobile app while you are on the go. It helps you stay updated of all the contacts, which is one of the keys to close more deals. The Aviso mobile app syncs with your CRM contacts in real-time. After you log in to you

When adding a rep I get error message Not allowed to add children to non parallel parent nodes

Published August 3rd, 2025 by Sukhmanjeet Kaur

Problem: This error message appears because of the following two reasons. You have a rep node - You have removed the rep node from the hierarchy - Once removed you are trying to add this rep node to another hierarchy.You removed a rep node from the hierarchy and tried to add it to another parent node without refreshing the rep node. When you add a r

Configuring General Settings for your Company

Published July 30th, 2025 by Sukhmanjeet Kaur

The General Settings module allows admins to configure key system settings related to login attempts, password recovery, and interface customization. To access the module, follow these steps: Login into Aviso, and from the left hand side menu, Select Admin. Below the Company module, select General Settings. Below are the configurable options avail

When I open the Aviso AI website on my browser I can log in with Google Single SignOn However when I attempt to log in from the Salesforce web tab I encounter an error

Published August 3rd, 2025 by Sukhmanjeet Kaur

Problem: When you log in to Aviso using Salesforce’s web tab, it uses IFrame to load a page within Salesforce. Google does not load from IFrames like Salesforce does to avoid any security threat. Solution: Log in to Aviso AI from your browser and now that you have an active Aviso AI session, you will be able to access Aviso AI from the web tab as we

Retention Policy Setup for shared mailbox

Published August 2nd, 2025 by Sukhmanjeet Kaur

Retention policy specifies the number of days and months you would like to retain mailboxes for each user account. The retention policy allows you to configure your mailbox to delete emails at a time specified by you. Therefore, we recommend that you use retention policy setup to manage retention of your mailbox and space usage. Perform the followin

Use Aviso Mobile app on the go

Published August 2nd, 2025 by Sukhmanjeet Kaur

Whether you are at your workstation or away from the workstation, sometimes being updated on your sales figure and taking required actions are important. Aviso lets you use the Aviso platform from wherever you are, using the Aviso mobile app. To log in to Aviso mobile app, ensure that you have access to the Aviso platform. The same credentials work

Make your earning calls affective with Avisos Earning Call Analysis

Published August 1st, 2025 by Sukhmanjeet Kaur

In the fast-paced world of business, staying well-informed is essential for the success of Go-To-Market (GTM) teams. Earning Call Analysis helps GTM professionals gain a competitive edge by leveraging the advanced Retrieval Augment Generation (RAG) framework to transform the way companies analyze earnings call transcripts. GTM teams can get the foll

When using writeback in Aviso AI the following error message appears SFDC Authorization error

Published August 3rd, 2025 by Sukhmanjeet Kaur

Problem: While using the write-back feature in Aviso AI, an SFDC Authorization error appears in your account. You may not have permission to update the field that you are attempting to update. Solution: Ensure you have write-back permissions enabled for the field in Salesforce. You can contact your Salesforce admin to check if you have write- back p

When using writeback in Aviso AI the following error message appears SFDC validation error

Published August 3rd, 2025 by Sukhmanjeet Kaur

Problem: While attempting to use the write-back feature in Aviso AI, an SFDC validation error appears in your account. You may not be able to write back due to validation rules in Salesforce. You are attempting to update a field that contains validations. Solution: Aviso cannot ignore these validations. Ensure that the input values are correct and s

Exporting a Hierarchy

Published July 31st, 2025 by Sukhmanjeet Kaur

Export a complete list of nodes in the hierarchy in CSV format. After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under Hierarchy Management, Click Export hierarchy. A complete list of nodes in the hierarchy is downloaded in CSV format.

Ace every meeting with Aviso’s premeeting insights at your fingertips

Published July 28th, 2025 by Sukhmanjeet Kaur

The Aviso mobile app delivers timely pre-meeting nudges, empowering sales reps and account executives with crucial insights just before a scheduled meeting. These notications provide a quick snapshot of important deal details such as the deal amount, stage, win score, and other relevant metrics. By offering this information right when it's needed, t

Create email for the shared mailbox

Published July 30th, 2025 by Sukhmanjeet Kaur

Create an email account for the shared mailbox. Any team member with access to this mailbox can access this shared email address. To create an email address for a shared mailbox, perform the following steps. Log in to Google admin console. Google admin console appears. Click on the gear symbol on the top right-hand side of the screen. Under Add or r

WinScore and WinScore Projection AIpredictedprobability of winning a deal and the best and worst possibilities of a deal from the current stage

Published August 3rd, 2025 by Sukhmanjeet Kaur

WinScore WinScore is a statistical probability of winning a deal in the current quarter. Deals with higher WinScore have higher probability of winning in the same quarter. It’s refreshed every day and changes over time. WinScore is generated by analyzing various data such as sales motion patterns of the deal and comparing them with the data and outc

Create a Project in Google Cloud platform

Published July 30th, 2025 by Sukhmanjeet Kaur

Perform the following steps to create a project in Google Cloud platform. Go to Google Cloud platform.Google Developer Cloud platform appears. Login with the administrator account in Google Cloud platform. On Google Cloud Platform, there are two ways to create a project. Click Create Project.A new page named New Project appears. Next, proceed to St

Use NLP Analytics to generate sales insights with any query

Published August 2nd, 2025 by Sukhmanjeet Kaur

Aviso NLP Analytics lets you enter any sales queries in the natural English language and provides you with comprehensive sales analytics (report) to help you better understand your business for the selected hierarchy and quarter. It is preconfigured with keywords based on the sales terminology you use in your sales organization so you can use the sa

Copy unique ID of your Sales group from Microsoft 365 admin center

Published July 30th, 2025 by Sukhmanjeet Kaur

Copy the unique ID of the sales group by selecting the sales group. You can get the unique ID from the URI when you select the sales group. A sales group is the one that you create to maintain a distribution list (DL) of users. If you don’t have a sales group in the Microsoft 365 admin center, perform the following steps to create a sales group and

Enable APIs Services in Google Cloud platform

Published July 31st, 2025 by Sukhmanjeet Kaur

Perform the following steps to enable these APIs. Click ENABLEAPISANDSERVICES on your dashboard. A new page named API Library appears. Next, proceed to Step 2. Alternatively, you can follow these steps to visit the API Library page. Go to Navigation Menu on the Google Cloud Platform. Click API&Services and from the list of services. select Libr

The Engagement Grade A Key Metric for Assessing Sales Team Performance

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Engagement Grade helps you evaluate the quality of interactions between your selling team and buyers. By analyzing emails, meetings, and other activities, the Engagement Grade offers a measure of how well your team is engaging with potential or existing customers. This document explains how the Engagement Grade is calculated, its key factors, an

Use Mutual Action Plan to define sales process and increase reps productivity

Published August 2nd, 2025 by Sukhmanjeet Kaur

As the sales reps deal with multiple opportunities at a time, a customized action plan defining the course of action in every stage of a deal helps them track the progress and increase productivity. The mutual action plan helps sales organizations manage a sales cycle effectively from deal creation to closure by defining a series of milestones and s

Champion Tracking Boost Your B2B Sales Strategy

Published July 30th, 2025 by Sukhmanjeet Kaur

Introduction Champion tracking is a strategic approach in B2B sales that involves identifying, monitoring, and engaging with key individuals, known as champions, who advocate for your product or service within their organizations. These champions can be previous users, past buyers, or internal influencers who have experienced the value of your offer

Add API permissions to your Microsoft Outlook application

Published July 29th, 2025 by Sukhmanjeet Kaur

Perform the following steps to add API permissions to your Outlook account that enable you to use Outlook from Aviso AI. After you register the Aviso Outlook Activity app, Click API Permissions. Alternatively, you can perform the following steps to View API Permissions. On the Microsoft Azure portal, go to Home page. Click App registration. Select

Setup Outbound Rules for the shared mailbox

Published August 2nd, 2025 by Sukhmanjeet Kaur

Next, you need to create an outbound rule so that all mail sent from an organization is bcc’d to the activity tracking account. Perform the following steps to setup outbound rules to your shared mailbox. Click on the + icon to create a new rule. These rules are for routing activity to the tracking account. Enter the following information to set up i

Get a comprehensive understanding of your sales pipeline using Adaptive AI Metrics

Published July 31st, 2025 by Sukhmanjeet Kaur

Understand the business risks and take corrective plans with real-time data of vital revenue health indicators through AI Adaptive Metrics. The AI ADAPTIVE METRICS shown on the Dashboard screen provide you with insight into important sales and revenue data in the form of questions or important metrics. Click any of the following questions in the AI

Setup Inbound rules for the shared mailbox

Published August 2nd, 2025 by Sukhmanjeet Kaur

On the routing page, set up an inbound rule so that any email coming into your organization is automatically BCC’d to the activity tracking inbox. Enter the following information to set up inbound rules. In the Name field, enter the name for the rule. In this case, you may enter Sales Activity Inbound. In the Do the following field, select Bcc the

Recording the Consent

Published August 2nd, 2025 by Sukhmanjeet Kaur

In Aviso, you can set up different recording consent profiles to ensure compliance with local call recording laws and regulations for various teams. The default consent profile is automatically assigned to new team members, but you can customize and assign specific profiles depending on your team’s needs. To Add a New Consent Profile, follow these s

Set up retention policy for shared mailbox

Published August 2nd, 2025 by Sukhmanjeet Kaur

Retention policy specifies the number of days and months you would like to retain mailboxes for each user account. The retention policy allows you to configure your mailbox to delete emails at a time specified by you. Therefore, we recommend that you use retention policy setup to manage retention of your mailbox and space usage. Perform the followin

Track and analyze your sales performance for the week with Avisos Weekly Digest

Published August 2nd, 2025 by Sukhmanjeet Kaur

Aviso's Weekly Digest provides key insights into last week's changes in your sales data, helping you stay ahead of your targets. As a sales leader, you can have updates on Bookings, changes in Commit and Pipeline, deals at risk, relationship summaries for the top accounts, your team's call insights, and scope for coaching. As a sales rep, you can h

Efficiently Manage and Access Call Recordings with the Library

Published July 31st, 2025 by Sukhmanjeet Kaur

The Library is a comprehensive repository where all call recordings are stored, offering an organized space to access and manage these recordings. You can navigate through three main tabs: My Calls, Teams, and All, which allow for efficient sorting and retrieval of recordings based on your individual or team interactions. The Home section displays a

Additional Only allow specific email addressesdomains

Published July 29th, 2025 by Sukhmanjeet Kaur

With this setting, you can only forward Aviso emails to specific e-mail addresses and domains. Perform the following steps to allow only specific email addresses and domains. Select Show options. The page expands into the address lists to be bypassed and allowed. Under the Address lists, select the checkbox named Use address lists to bypass or cont

Sales Pitch Adherence Enhancing Consistency and Effectiveness

Published August 2nd, 2025 by Sukhmanjeet Kaur

Sales Pitch Adherence is a key feature in the Admin module that empowers organizations to standardize and elevate their sales strategies. By defining clear guidelines and parameters for sales conversations, this feature ensures that all sales representatives deliver consistent, high-quality pitches aligned with the company’s value propositions and o

Manage API access via Google workspace

Published August 1st, 2025 by Sukhmanjeet Kaur

Perform the following steps to add scope to your service account. Go to admin.google.com. Log in to your Google admin account. On the Google admin home page, click on Security. Scroll down and click API controls. Click on MANAGE DOMAIN WIDE DELEGATION.This is where you can add scopes to your service account. Click Add New on Domain-wide Deleg

Narrow down your onscreen information

Published August 1st, 2025 by Sukhmanjeet Kaur

With a user-friendly and intuitive interface, the Aviso AI screens have the following breadcrumb to narrow down the search results and customization option to customize the page layout.

Adding rules to the shared mailbox

Published July 29th, 2025 by Sukhmanjeet Kaur

Adding a rule in Aviso Outlook Activity can provide guidelines for how inbound and outbound email activity associated with your shared mailbox is handled by your Office 365 account when a particular user or group of users sends or receives emails. Perform the following steps to setup rules to your shared mailbox. Open Microsoft Office 365 using you

Add users to the shared mailbox

Published July 29th, 2025 by Sukhmanjeet Kaur

Perform the following steps to add users to the newly created shared mailbox. On the Azure Active Directory admin center, click Enterprise applications.A list of all available apps appears. In the search box, type AvisoOutlookActivity and select it. An overview page of the selected application appears. Select Users and groups from the left-hand men

Switch to new Forecast screen

Published August 2nd, 2025 by Sukhmanjeet Kaur

You can switch to the new Forecast screen anytime. After switching to the new Forecast screen, because of any reason, if you want to use the old Forecast screen, you can switch back to the old screen. Switch to the new Forecast screen- Click the menu icon beside Forecast and move the New Theme toggle button to switch to the new Forecast screen. S

Set up sales plan for a quarter

Published August 2nd, 2025 by Sukhmanjeet Kaur

As a sales leader, you can set up sales plans for yourself and your team. As a rep, you can set up a sales plan for yourself. You can set up your sales plan in any of the following two ways: From the Forecasts screen- Click edit ( ) icon in the plan column on the Forecast screen. Enter your sales plan. Press enter key or click tick mark ( ) icon t

When logging in to Aviso AI the following message appears Not authorized into Aviso

Published August 3rd, 2025 by Sukhmanjeet Kaur

Problem: If you don't have an account with Aviso AI and you try to log in, the following message appears- Not authorized into Aviso. Solution: Contact your admin to create an account for you, and you'll be able to access Aviso AI.

Configure the routing for mailbox

Published July 30th, 2025 by Sukhmanjeet Kaur

Routing enables you to manage multiple users' accounts. The feature allows you to specify which user accounts are able to access the inbound and outbound messages in a shared mailbox. Perform the following steps to configure routing for mailbox. Log in to Google admin console. Google admin console appears. Go to Apps. Click on Google Workspace.A l

Optimize sales and gain strategic insights with Avisos scenariobased forecasting

Published August 1st, 2025 by Sukhmanjeet Kaur

Scenario-based sales forecasting involves creating multiple scenarios or potential future situations based on different assumptions to predict sales outcomes. It offers a powerful approach by allowing businesses to anticipate different future scenarios and their potential impacts on sales. Scenario planning can help you identify opportunities and th

Enable Credentials from APIs Services

Published July 31st, 2025 by Sukhmanjeet Kaur

To use your enabled APIs, you must create credentials. Perform the following steps to create credentials for your project. Go to the Navigation Menu on the Google Cloud Platform. Click API & Services and from the list of services, select Credentials. A new page appears. Select Create Credentials. Under Create Credentials, select OAuth client ID.

Create OAuth Client ID

Published July 30th, 2025 by Sukhmanjeet Kaur

OAuth client ID allows third party applications to access protected resources (such as Gmail) based on the user's credentials. Perform the following steps to create OAuth Client ID. From the left-hand navigation pane, select Credentials. Under Create Credentials, click OAuth client ID. In the new page named Create OAuth client ID, enter the follow

Navigating MEDDPIC in the Deal Module

Published August 1st, 2025 by Sukhmanjeet Kaur

In the Deals module, the MEDDPIC Score is crucial as it provides a systematic way to evaluate the quality and viability of each deal, ensuring that the sales pipeline is filled with opportunities most likely to close successfully. Applying the MEDDPIC criteria—such as understanding the Metrics, identifying the Economic Buyer, and assessing the Decis

Exporting CI Only Users

Published July 31st, 2025 by Sukhmanjeet Kaur

A specialized option to export the data of users categorized as "CI Only" (Customer Information). It generates a file containing essential user information. To export a CI only user, follow these steps: After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under User Management, select Export User. A .csv file would be downlo

Obtain the Client ID from APIs amp Services

Published August 1st, 2025 by Sukhmanjeet Kaur

After completing the above steps, go back to Navigation Menu on the left pane, and perform the following steps: Select APIs &Services > Credentials. Under OAuth 2.0 Client IDs, select your project. On the new page, you can now see Client ID and Client Secret as shown below.

Recording the Settings

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Recording Settings module in Aviso allows you to manage the permissions for recording web conference calls, ensuring control over what is recorded and how it is processed. How to Configure Recording Settings in Aviso Log in to Aviso and from left hand side menu, select Admin. Under Data Capture, select Recording Settings. Web Conference Call S

Welcome to Aviso AI

Published August 3rd, 2025 by Sukhmanjeet Kaur

Aviso AI is an integrated revenue platform that helps modern sales organizations and revenue teams close more deals, drive revenue growth, and mitigate risk through patented AI guidance. As the industry leader in AI-based revenue operations solutions, Aviso AI is the only player with the most comprehensive set of intelligent tools and solutions for

Create Keys from service account

Published July 30th, 2025 by Sukhmanjeet Kaur

Service accounts are often associated with shared resources, and their access cannot be restricted to only certain users. The associated private key gives you the ability to access the account, which is like logging in with a password. Perform the following steps to create key from your service account. From your service account, click Keys tab. Fr

Account Information

Published July 28th, 2025 by Sukhmanjeet Kaur

The Accounts module in the Aviso platform is a hub for tracking, analyzing, and managing account-related data. It allows users to customize their views with filters based on engagement grade, account owner, upcoming meetings, and recent interactions. These tools empower teams to prioritize tasks, identify at-risk accounts, and leverage opportunities

What source systems does Aviso AI connect to help reps guide through the sales process

Published August 3rd, 2025 by Sukhmanjeet Kaur

Aviso AI lets you integrate with various sales tools and communication platforms to collect information, analyze it together, deliver the forecast values, guide you on what action to take and when to take, and prepare you to perform better in the upcoming deals. Aviso can process information from the following sources, depending on what your organiz

Managing the Checklist

Published August 1st, 2025 by Sukhmanjeet Kaur

In the Manage Checklist module, admins can provide a checklist of important parameters that sales reps must follow and include in their conversations during calls with clients. This feature helps ensure that key topics and best practices are consistently addressed, improving overall sales effectiveness and ensuring uniformity in the approach taken b

Get started with Aviso AI

Published July 31st, 2025 by Sukhmanjeet Kaur

Aviso AI lets you perform administrative activities such as adding users and reps, modifying privileges, and managing hierarchy in the Aviso AI application. After you log in to Aviso AI, click Admin from the left side menu to open Admin screen. The Admin screen is accessible only with Admin access and lets you perform all the administrative activiti

Restoring the Rep

Published August 2nd, 2025 by Sukhmanjeet Kaur

Restore a rep that was removed before. The RESTORE REPS page shows all the reps that were removed before. Important Before you add a rep add a rep (node) that was removed in the past to any parent node, you must restore the rep, otherwise, you will get an errormessage. After you log in to Aviso AI, from the left menu bar, open the Admin screen.

Change Password

Published July 30th, 2025 by Sukhmanjeet Kaur

Perform the following steps to change your password in Aviso AI: Open Aviso AI and go to your profile section. From your profile section, click CHANGE PASSWORD to change your current password. You can also find the Logout option below the main Menu on the left- hand side. The profile section redirects you to Reset Password page. Enter your old an

Exporting Users

Published July 31st, 2025 by Sukhmanjeet Kaur

This feature allows you to export user information, such as names, email addresses, roles, and permissions, into a downloadable file format. This is useful for record-keeping or bulk reporting. To export a user, follow these steps: After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under User Management, select Export User

Renaming the Nodes

Published August 2nd, 2025 by Sukhmanjeet Kaur

You can easily rename a node in Aviso platform. To rename a node, follow these steps: After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under Hierarchy Management, Click Rename Node. The Rename Node page appears. Perform any of the following actions to select the node you want to rename. In the Search box, search and ent

Sales Methodology Adherence with frameworks like MEDDPICC Miller Heiman SPIN etc

Published August 2nd, 2025 by Sukhmanjeet Kaur

Sales methodology frameworks provide structured approaches to executing deals, enabling revenue teams to follow best practices that drive consistency, efficiency, and success in the sales process. These frameworks help organizations qualify leads, identify customer needs, engage stakeholders, and align solutions to deliver value. With a variety of p

Provide the credentials to Aviso Implementation team

Published August 2nd, 2025 by Sukhmanjeet Kaur

To configure Gmail to read email body content, Aviso Implementation team needs the following credentials. Email id created for your domain from Create email for the shared mailbox. Password for newly generated email for the shared mailbox.

Who uses Aviso A

Published August 3rd, 2025 by Sukhmanjeet Kaur

Anyone involved in sales can be benefited by using Aviso AI. The following personas use Aviso AI: Sales rep: Aviso AI works as a guide that helps the sales representatives with deal-level insights and identifies the best actions to generate new leads, create more pipelines, and close deals faster. Aviso AI also tracks all the interactions you make w

Get important insights into a deal

Published July 31st, 2025 by Sukhmanjeet Kaur

The deals insights give you deal-specific insights to learn the current state of a deal and various actionable insights that would help you close the deal. After you open a deal from the Deal screen, the deal insights are on the right-hand side, just below the Meeting history pane. Click the tabs at the bottom of the insights to open the insights. H

Integrating outreach

Published July 31st, 2025 by Sukhmanjeet Kaur

Introduction Aviso AI seamlessly integrates with Outreach to extract calls, prospects, opportunities, accounts, and user data from Outreach. Aviso AI is then able to analyze the meeting recording, transcribe it, and provide rich insights to both reps and managers that ultimately help move the conversation forward as well as provide managers with imp

Refresh forecast data

Published August 2nd, 2025 by Sukhmanjeet Kaur

Aviso AI runs at a fixed interval to show you the desired sales data. However, you can refresh the data any time by clicking the refresh ( ) icon on all the screens.

Integrating Gong

Published July 31st, 2025 by Sukhmanjeet Kaur

Introduction If you are using Gong and Aviso’s Conversational Intelligence platforms, Aviso lets you integrate with Gong so that you can minimize jumping forth and back between Gong and Aviso. From the integration, you can achieve any of the following: Sync with Gong and have the choice of using both or anyone from Aviso or Gong’s platform Using Gon

Managing the Responses

Published August 1st, 2025 by Sukhmanjeet Kaur

In the Manage Responses module, you can define predefined responses to common customer questions, such as those related to pricing structures, product features, or support options. This enables sales reps to quickly access accurate and consistent information during their calls, improving the customer experience and ensuring that reps have the necess

Deep dive into a deal

Published July 30th, 2025 by Sukhmanjeet Kaur

The deal details page helps deep dive into a deal to better prepare and take the right actions to close the deal. From Deals screen, click a deal to open the deal details page. The deal detail page has deal amount, close date, category, stage, Win score, Aviso ranking, and the following tabs and sections to give you in-depth visibility and insights

Playbooks Driving Customer Success with Structured Workflows

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Playbook feature in Aviso AI is a dynamic tool designed to empower Customer Success teams with structured, goal-oriented work ows. By consolidating tasks, milestones, and outcomes into an actionable framework, playbooks enable teams to execute consistent strategies, measure progress, and achieve customer-centric objectives efficiently. Whether i

DMARC Setup Guide

Published July 31st, 2025 by Sukhmanjeet Kaur

What is DMARC? DMARC (Domain-based Message Authentication, Reporting, and Conformance) is an email authentication protocol that helps prevent domain spoofing and phishing attacks. It builds upon SPF and DKIM to provide better email security and policy enforcement. Why is DMARC Important? Prevents unauthorized senders from impersonating your domain.

Admin Settings for Sales Engagement

Published July 29th, 2025 by Sukhmanjeet Kaur

The Sales Engagement module lets you set the admin settings for the Sales Engagement. You can view the email requests, manage the users/teams, view and create email templates and do much more. To access the module, follow these steps. Login into Aviso, and from the left hand side menu, Select Admin. Under Sales Engagement module, select Sales Engage

Sales Methodology

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Sales Methodology module provides a comprehensive view of all deals and associated metrics in one centralized location. It offers insights into critical metrics such as Engagement Grade, Aviso AI Score, MEDDIC Score, and more, empowering users to assess deal health and progress effectively. You can filter deals using the View Filter in the drop-

Sales Methodology Improving and Driving Sales Success

Published August 2nd, 2025 by Sukhmanjeet Kaur

Sales methodology frameworks provide structured approaches to executing deals, enabling revenue teams to follow best practices that drive consistency, efficiency, and success in the sales process. These frameworks help organizations qualify leads, identify customer needs, engage stakeholders, and align solutions to deliver value. With a variety of p

Aviso AI: Dashboard

Published July 29th, 2025 by Sukhmanjeet Kaur

To stay on top of your business, you must review all the corners of your business periodically, which at a top-level includes learning about current sales, comparing it against the sales plan, the pace it needs to achieve the current plan, deals, forecast, pipeline, and reps performances. But it's time-consuming to use multiple applications and gath

Move a Team

Published August 1st, 2025 by Sukhmanjeet Kaur

Move a manager node of a team from one position to another in the hierarchy. In this procedure, first select the team node that you want to move and then select the node under which you want to move the Rep, and click Move. To move a team, follow these steps: After you log in to Aviso, from the left menu bar, open the Admin tab. Under Hierarchy Mana

Modify an existing field on the Deals page

Published August 1st, 2025 by Sukhmanjeet Kaur

Deals Grid lets admins modify existing fields present on the Deals page. Note You can only delete fields marked as Formula fields however, you can only modify the fields not marked as Formula fields as these are considered as CRM fields. On the Deals grid > Admin page, only Label, Format, User Role, Pivot, or other checkbox-related columns can be

Sales cycle dropdown list

Published August 2nd, 2025 by Sukhmanjeet Kaur

From the sales cycle dropdown list, which is beside the Aviso AI logo, you can select the sales cycle (year and quarter). Before you start using the Aviso platform, ensure that you have selected the current sale cycle. The Forecast screen also has tabs for every quarter. Click any tab to see the sales forecast for the quarter. You can click any mont

Reordering the Nodes

Published August 2nd, 2025 by Sukhmanjeet Kaur

Change the order of a node in the hierarchy. Select the node of which you want to change the position and then after clicking Next, drag it to the new position where you want to keep the node. After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under Hierarchy Management, Click Reorder Nodes. The Reorder Nodes page appears a

Adding a New Rep

Published July 29th, 2025 by Sukhmanjeet Kaur

Add a sales representative (Rep) to Aviso AI. A user with Rep access is a part of the hierarchy (also called as node) and can use all the privileges in the Aviso platform except admin privileges. You can add a rep to Aviso platform by following these steps: Important A rep (node) can have only one parent node. You cannot add a node to two different

SPF Sender Policy Framework User Guide

Published August 2nd, 2025 by Sukhmanjeet Kaur

Overview The SPF (Sender Policy Framework) setup ensures that your domain is protected against email spoofing and phishing attempts. This guide will walk you through the process of setting up SPF for your domain. Step-by-Step Guide to Setting Up SPF Step 1: Access Your DNS Settings Log in to your domain provider’s control panel (e.g., GoDaddy, Cloud

Register your application with Microsoft Outlook

Published August 2nd, 2025 by Sukhmanjeet Kaur

To integrate Outlook with Aviso, log on to the Microsoft 365 admin center as an administrator. Log in to Microsoft 365 admin center. Microsoft 365 admin center portal appears. On the left-hand navigation pane, click Azure Active Directory. App registration page appears. On the App registration portal, click New registration. On the new page named Re

Create Service Account from IAM amp Admin

Published July 30th, 2025 by Sukhmanjeet Kaur

After you create the project, you can create a service account in that project. A service account is an account that uses the credentials of another Google user to retrieve data when required. Use a service account which is used solely to retrieve and create meetings on behalf of users and the main application. Perform the following steps to create

Write back to CRM

Published August 3rd, 2025 by Sukhmanjeet Kaur

Aviso AI lets you write back to your CRM from Aviso AI. Open a deal from the Deals screen. CRM DETAILS section in the Details tab lets you view data from your CRM, open your CRM, and write back to your CRM. Any field with edit ( ) icon is editable. As an admin, you can create a custom field and map it to your CRM so that you can write back to the re

Org Chart

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Org Chart module allows users to view and customize the organizational chart for each account. It helps identify decision-makers and influencers within client organizations, streamlining relationship management. Key capabilities include: Search: Find organizational charts for specific accounts. Customization: Modify the org chart by adding or re

To Dos

Published August 2nd, 2025 by Sukhmanjeet Kaur

The To-Do Section in the Customer Success module consists of a list of action items for different accounts. Based on each account's health score and the required actions, tasks are automatically generated and appear in the To-Do list. You can view the required action for each account and interact with the associated action buttons directly from the

Enrich your contact data and stay on top of your leads without manually updating the CRM contacts

Published July 31st, 2025 by Sukhmanjeet Kaur

Having a rich contact database is key to closing more deals, but it requires the sales reps to manually update their CRM contacts to enrich the same. The process of manually updating the contact database also wastes sales rep’s precious time. There are contact details hidden in many internal and external sources, which a rep can easily miss to store

Aviso AI: Deals

Published July 29th, 2025 by Sukhmanjeet Kaur

In a fast-paced sales environment, having a centralized and intelligent view of all deal activities is crucial for making informed decisions, prioritizing opportunities, and driving revenue growth. The Deals module in the Aviso platform serves as a unified workspace where sales teams, managers, and revenue leaders can track, manage, and analyze ever

Search and navigate through sales hierarchy

Published August 2nd, 2025 by Sukhmanjeet Kaur

The hierarchy dropdown lists beside the sales cycle dropdown list let you select a region, sales project, or a user (sales rep or leader) for which you want to view various sales data and insights on the Aviso AI screens. Using these hierarchy dropdown lists, you can narrow down your sales data from a global view to an individual user view, based on

Data on my Landing page and Dashboard are mismatching

Published July 30th, 2025 by Sukhmanjeet Kaur

Problem: When I log in to Aviso, I see deal values on the CHANGED DETAIL section on the Landing page, which are different from the deal values shown on the Dashboard. Solution: The data on the landing page are extracted from the Dashboard page. Hence, data shown on the Landing and Dashboard pages are always the same. Perform the following steps to v

Mutual Success Plan

Published August 1st, 2025 by Sukhmanjeet Kaur

The Mutual Success Plan (MSP) is a dedicated subtab within the Deals module designed to streamline deal management by tracking deal stages, milestones, and checklist items. It provides a structured approach to aligning both internal teams and external stakeholders on key objectives, ensuring transparency and accountability throughout the deal lifecy

View Relationship map with a birdeye view

Published August 3rd, 2025 by Sukhmanjeet Kaur

Understanding account-level relationship plays a vital role while examining the status of a deal. As a sales rep, you must be aware of where you have relationship gaps to address and mitigate potential risks. As a sales leader, you must track all the interactions made by your sales reps over time, who are least engaged, and who are properly engaged

Account Products

Published July 28th, 2025 by Sukhmanjeet Kaur

The Products in the Aviso platform is designed to provide a comprehensive view of the products or services associated with a client account. This sub- module helps sales teams understand the client’s current product portfolio, identify gaps or opportunities for additional offerings, and align sales strategies with the client’s specific needs and pre

Removing a Rep

Published August 2nd, 2025 by Sukhmanjeet Kaur

When a Rep leaves the organization or team, or because of any requirement, you can remove a Rep from Aviso platform by performing these steps. After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under Heirarchy Management, Click Remove Reps. The remove Rep page appears. Perform any of the following actions to select the R

Email Age Guide

Published July 31st, 2025 by Sukhmanjeet Kaur

What is Email Age? Email Age refers to how long an email account has been active. The older an email account, the more reputable it is considered by email service providers (ESPs) like Gmail, Outlook, and Yahoo. Why is Email Age Important? Older email accounts are seen as more trustworthy by spam filters. Helps improve email deliverability and reduc

Aviso AI Conversational Intelligence

Published July 29th, 2025 by Sukhmanjeet Kaur

Effective communication is the key to success in any business activity, and while collaborating with others, communication plays a vital role to bring success. Likewise, in sales, starting from discussing a deal to closing the deal and coaching a rep, it’s important to have an efficient platform that enables effective communication. Aviso AI has sep

View sales forecast for a month quarter or year and get valuable forecast insights

Published August 3rd, 2025 by Sukhmanjeet Kaur

Sales forecast is a must and pivotal component of any business as it drives sales deployment, financial planning, operations planning, and marketing planning. It must be as accurate as possible to help you make the right decisions. A human-generated sales forecast can have errors and might not be highly accurate. Aviso AI uses AI and ML to give you

View Opportunity Map to evaluate upside deals and deals associated with risk

Published August 3rd, 2025 by Sukhmanjeet Kaur

When sales reps work with multiple deals, sometimes it's difficult to decide which deals require more attention and what can be parked for the next quarter. Wrong sales decisions can also affect your quota attainment in the current quarter. The Opportunity Map (Deals map) in Aviso AI drills down into all the deals and categorizes them with the risk,

The exported file looks different than the Aviso forecasts and deals view screen

Published August 2nd, 2025 by Sukhmanjeet Kaur

Problem: When you download the file using the export feature, it looks different than the page that shows forecast or deal information. There may be extra columns, or certain columns may not appear at all. Solution: Aviso AI provides custom configuration based on client requirements. The export function is set and configured during the onboarding. Y

Moving a Rep

Published August 1st, 2025 by Sukhmanjeet Kaur

You can move a rep from one node to another within the Aviso platform by performing the following steps: Important Any node can have a single parent node at any point in time. You can't add a node to two different parent nodes. After you log in to Aviso AI, from the left menu bar, open the Admin screen. Under Hierarchy Management, select Move Rep

Download various reports available with Aviso AI that can leverage to run your business better

Published July 31st, 2025 by Sukhmanjeet Kaur

The Reports screen in Aviso AI lets you view and download various reports on the ongoing sales and forecasts that can leverage to run your business better. After you log in to Aviso AI, from the left menu bar, click Reports to open the Reports screen. Click on any bar in the graph to view the details about it. You can also use various filters availa

View Engagement grade to know how effective your interactions with your prospects are

Published August 3rd, 2025 by Sukhmanjeet Kaur

Engagement grade shows the health of your communication with your prospects. Based on the interaction (call or email) between you and your prospect from the date of creating a deal, Aviso AI assigns engagement grade to every interaction. Every deal is assigned with an engagement grade, which is an average of all the engagement grades of the interact

View all the interactions of your contacts and insights into the interactions

Published August 3rd, 2025 by Sukhmanjeet Kaur

The Accounts Relationship screen in Aviso AI gives you account-wise and contact-wise all the interactions and insights into the individual interactions. You can see how many times and by which means for an account and which owners have interacted. Clicking any interaction gives you details such as engagement ratio, number of inbound calls, outbound

View Notification

Published August 3rd, 2025 by Sukhmanjeet Kaur

Aviso AI notifies you of various events, for example, when you are invited to a collaboration room. You receive such notifications through email and also in the notification section. Click the notification () icon to view notifications. The notification section only shows unread notifications. To view all the older notifications, click Vigwullnotifi

View your deals for a quarter

Published August 3rd, 2025 by Sukhmanjeet Kaur

The Deal screen shows all the deals irrespective of the stage, amount, and category. After you log in to Aviso AI, from the left navigation bar, click Deals to open the Deals screen. While using the Deals screen, there are two themes to choose from- the old theme and new theme. The new theme brings minimalist and user-friendly design. By default, wh

View historical forecast trail

Published August 3rd, 2025 by Sukhmanjeet Kaur

Forecast Audit Trail saves time and effort in tracking forecast numbers. Instead of manually entering previous forecast numbers, you can export the data based on different timelines. You can track the forecast numbers based on monthly, weekly, and quarterly forecasts. It helps to reduce the manual effort of forecasting and to improve the forecasting

Streamlining Contact Management A Comprehensive View of All Contacts

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Contact Module is designed to provide a comprehensive view of all contacts, streamlining access to key information and facilitating efficient communication and relationship management. Users can filter contacts based on different criteria to quickly locate relevant individuals and gain insights into their roles, engagement levels, and relationsh

View your sales reps’ performance

Published August 3rd, 2025 by Sukhmanjeet Kaur

Evaluate your sales reps' performance to avoid any low performance affecting your sales and perform better in a sales quarter. Aviso AI lets you evaluateyour rep’s performance in the following ways: View high and low performs-The leaderboard section in the Dashboard screen shows low and high performers in a quarter. For every rep in the low performe

Custom Tracking Domain User Guide

Published July 30th, 2025 by Sukhmanjeet Kaur

Overview A Custom Tracking Domain enhances your email deliverability and ensures better branding by allowing you to track email opens, clicks, and interactions under your domain instead of a shared tracking domain. Benefits of a Custom Tracking Domain Improved Deliverability: ISPs trust personalized tracking links more than shared ones. Better Bran

Adding a New User

Published July 29th, 2025 by Sukhmanjeet Kaur

User management enables administrators to add, update, and control access to users within the system. It is designed to streamline the onboarding process and ensure that each user has the correct level of access. Add User The Add User feature within the Admin module allows you to create new user accounts and manage their access rights and permissi

Unveiling Seller Performance A Comprehensive View of Metrics for Individual Sellers and Teams

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Seller Performance section provides a comprehensive view of the performance metrics for individual sellers and teams. On the left-hand side, you can see the list of sellers and teams, and by selecting a specific seller, you can access detailed metrics for a chosen timeline. You also have the option to export these reports for further analysis. A

Prerequisites

Published August 2nd, 2025 by Sukhmanjeet Kaur

Ensure that you have super administrator access to Gsuite. It is necessary to set up an account for activity tracking, to which all the emails and calendar invitations from the sales organization will be copied. If the account is not created, follow the steps below.

Managing a User

Published August 1st, 2025 by Sukhmanjeet Kaur

The Manage Users feature within the Admin module allows you to oversee all registered user accounts, control their access, and adjust roles and permissions. This functionality ensures the organization has proper access management, maintaining the integrity and security of the system. To manage a user, follow these steps: After you log in to Aviso AI

Unlocking Sales Success Introducing the Conversational Intelligence Dashboard

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Conversational Intelligence Dashboard is a comprehensive and intuitive interface that provides real-time actionable insights and analytics into sales conversations. It enables the sales teams to track buyer interest, leverage AI- generated recommendations for the next best actions, identify coaching opportunities, and analyze call volume and dur

Customize various screens to suit it better for your use

Published July 30th, 2025 by Sukhmanjeet Kaur

The Customize Layout option lets you customize the Dashboard screen, Forecast screen, and Deals screen. You can click the Customize Layout tab to open the CUSTOMIZE LAYOUT dialog box and keep or remove the columns or sections that appear on the screens. You can also drag the dashboard sections inside the CUSTOMIZE LAYOUT dialog box to change the seq

View comprehensive sales analytics to understand your sales performance over a range of time

Published August 3rd, 2025 by Sukhmanjeet Kaur

It’s important to know how your deals in every category move and the ow to understand how your pipeline and forecast were changed. For example, why a commit deal was not closed, how a pipeline deal was delayed, and so on. But with huge quantity of data and attributes make it’s hard to get the data from CRM and study using an excel sheet. The Analyti

I updated the close date of a deal however it appears in the incorrect period

Published July 31st, 2025 by Sukhmanjeet Kaur

Problem: If you use the write-back feature, the deal will not instantly update and appear in the new period. The write-back process takes time to move the deal into the particular period when a write-back is expected. Solution: Aviso AI continuously updates data from CRM at a specific interval that ranges from two to five minutes, depending on the v

See Org Chart to learn about the key contacts

Published August 2nd, 2025 by Sukhmanjeet Kaur

An organizational chart, often referred to as an "org chart," is a visual representation of the hierarchical structure within a sales department or organization. It is a valuable tool for understanding the relationships and roles of individuals or teams within the sales team, providing a clear and concise overview of the chain of command and reporti

Enable APIs from the API amp Services library

Published July 31st, 2025 by Sukhmanjeet Kaur

Enable Gmail API and Calendar API on your project. You can use Google Calendar to notify users of an event or update their status. You can use Gmail API to send email messages. Perform the following steps to enable these APIs. Click ENABLEAPISANDSERVICES on your dashboard.A new page named API Library appears. Next, proceed to Step 2. =Alternatively,

Get notified when the number of remaining license count is less than 10

Published July 31st, 2025 by Sukhmanjeet Kaur

Aviso AI notifies all the admins when the difference between the number of active users and number of the purchased license is less than 10. It helps you be aware of the new license requirements so that you can purchase in advance and avoid shortage of licenses.

Configuring Keyword Trackers Revolutionizing Smart Conversational Tracking

Published July 30th, 2025 by Sukhmanjeet Kaur

Revolutionizing Smart Conversational Tracking In today's data-driven world, capturing the essence of customer conversations is critical for making informed business decisions. The Smart Tracker feature in Admin Settings redefines how organizations track and analyze keywords during calls. Unlike traditional keyword trackers, Smart Trackers employ cut

Health Score Configuration Admin Flow

Published July 31st, 2025 by Sukhmanjeet Kaur

Health Score Configuration- Admin Flow The Health Score Configuration is a pivotal metric in account management, offering a quantifiable measure of an account's overall health, engagement, and potential risk. Configuring the health score ensures that it reflects the most relevant factors for your organization, helping prioritize efforts, allocate re

How to Access and Navigate Avisos Activity Inbox

Published July 31st, 2025 by Sukhmanjeet Kaur

The Activity Inbox feature in Aviso provides a centralized location to view and manage all sales interactions. This inbox allows users to filter and organize interactions based on various criteria, helping them stay on top of meetings, emails, and other communications with clients and prospects. Here’s how to access and navigate the Activity Inbox:

How to Install and Set Up Aviso Meeting in Google Workspace

Published July 31st, 2025 by Sukhmanjeet Kaur

The Meeting Management Extension integrates seamlessly with Google Workspace and Outlook to streamline meeting management, enabling easy access to Aviso Meeting within your calendar applications. Follow the instructions below to complete the setup for both individual and domain-wide installations on Google Workspace, as well as integration with Outl

I can’t see some recordings of my team members under the Recordings tab in the Collaboration Workspace

Published July 31st, 2025 by Sukhmanjeet Kaur

Problem: Some of the recordings hosted by your team members are not shown under the Recordings tab in the Collaboration Workspace. Solution: There is a filter in the Recordings tab. You can see the values (All recordings, My team recordings, and My recordings) in this filter per theconfiguration made by your admin. All recordings- As a sales leader

HubSpot Integration

Published July 31st, 2025 by Sukhmanjeet Kaur

Aviso AI is an integrated revenue platform that helps modern sales organizations and revenue teams close more deals, drive revenue growth, and mitigate risk through patented AI guidance. As the industry leader in AI-based revenue operations solutions, Aviso AI is the only player offering the most comprehensive set of intelligent tools and solutions

I am unable to see a particular column on Deals or Forecasts screen however other team members can see it

Published July 31st, 2025 by Sukhmanjeet Kaur

Problem: Aviso AI lets you customize layouts on both the Deals and Forecast pages to hide and reorder the existing columns. You might have hidden the said column at some point. Solution: Perform the following steps to bring up the hidden column. Go to the Deals or Forecast screen where the column is hidden. Click Customize Layout. Under Hidden Fo

I am unable to view the desired deals that i have selected through the deal filters

Published July 31st, 2025 by Sukhmanjeet Kaur

Problem: The deals page allows grouping of deals. You might have applied a group filter and therefore are not seeing the desired deals. Solution: Perform the following steps to remove any groups: Go to the Deals screen Select the GROUPS icon. In the GROUP section, clear all the groups you’ve created by clicking the ( ) icon against the groups. Clic

I have SSO configured on the Aviso account But when I sign in I receive an error message stating Not authorized

Published July 31st, 2025 by Sukhmanjeet Kaur

Problem: Your Identity Provider (IdPs such as OKTA, OneLogin, Internal IDP, and so on) account may be associated with a different email address than your Aviso account. Solution: Ensure that the email address in your account for the IdP matches your Aviso’s email address.

Navigating through Aviso AI

Published August 1st, 2025 by Sukhmanjeet Kaur

Depending on what functionalities your organization has opted for, you can see the following screens in Aviso AI: Dashboard Forecasts Deals Trend Self Service Account Relationship Contacts Analytics Reports Collaboration Workspace Admin screen (visible only with admin access) Click any icon from the left navigation bar to open the respective screen

Enable Domainwide delegation to your service account

Published July 31st, 2025 by Sukhmanjeet Kaur

Delegating domain-wide authority allows an application to access data on behalf of a group of users. Perform the following steps to enable the domain-wide delegation to your service account. Select your service account that you created in the preceding step. A new page appears containing the details of your service account. Select the Enable Google

Aviso Glossary

Published July 3rd, 2025 by Sukhmanjeet Kaur

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All

Account details

Published July 28th, 2025 by Sukhmanjeet Kaur

The Accounts module in the Aviso platform is a hub for tracking, analyzing, and managing account-related data. It allows users to customize their views with filters based on engagement grade, account owner, upcoming meetings, and recent interactions. These tools empower teams to prioritize tasks, identify at-risk accounts, and leverage opportunities

Account Relationships

Published July 28th, 2025 by Sukhmanjeet Kaur

The AccountRelationships in the Aviso platform focuses on mapping and understanding the connections between an account and its associated stakeholders, including individuals, teams, and organizations. This feature aids in identifying key decision-makers and in uencers within the client’s ecosystem, enhancing engagement strategies. To access the modu

Collaborate digitally with team members and prospects using Aviso mobile app

Published July 30th, 2025 by Sukhmanjeet Kaur

Aviso mobile app lets you collaborate digitally with team members and prospects, and use various useful conversational intelligence features. These conversational intelligence features help you deep dive into conversations and get actionable insights. You can create separate WarRoom for different purposes such as meeting with a prospect, coaching a

Add Scopes to your project

Published July 29th, 2025 by Sukhmanjeet Kaur

Scopes define which permissions you need from a user's Google account to provide your service or collect information. On the Scopes page, click ADD OR REMOVE SCOPES. Select the Scopes from the list of APIs. If you are unable to locate any Scopes, you can manually search for them. Perform the following steps to manually add the scopes. Under Manually

View your active deals in the current quarter using Aviso mobile app

Published August 3rd, 2025 by Sukhmanjeet Kaur

After you log in to the Aviso mobile app, tap the Deal icon from the bottom to open the Deals screen. It shows all the active deals in the current quarter accessible at your level. Aviso mobile app lets you use filters and search options to find specific deals based on deals stages, risk associated, Aviso Win score, region, amount, category, close d

Access your CRM calendar from Aviso mobileapp

Published July 28th, 2025 by Sukhmanjeet Kaur

Aviso lets you access your CRM calendar using Aviso mobile app. It helps you stay updated on when you have a task or event scheduled on your CRM calendar while you are on the go and not miss any important task or event. You can also create tasks and events from Aviso mobile app, which will be reflected on your CRM calendar. The Aviso mobile app sync

Access your office email from Aviso mobile app

Published July 28th, 2025 by Sukhmanjeet Kaur

Aviso lets you access your office email using Aviso mobile app. While you use Aviso mobile app to be on top of your sales, you can access your office email too using the same app, and you don't have to use multiple apps. The mailbox syncs with your office email in real time. Note Currently, the Aviso Mobile app supports only Gmail. If your organizat

Ask Miki on Aviso mobile app

Published July 29th, 2025 by Sukhmanjeet Kaur

MIKI is an AI Assistant developed by Aviso, serving as the Chief of Staff to all personas in a Go-to-Market (GTM) function. It provides a seamless, no-UI way of accessing actionable insights generated by Aviso, catering to various needs within a GTM setup. Powered by Aviso's time-series database, actionable intelligence, product knowledge base, and

Customizing Deals Grid

Published July 30th, 2025 by Sukhmanjeet Kaur

Aviso AI provides the sales team with a comprehensive view of the Deals page. This view is configured during the initial setup as agreed by your organization. However, Aviso also allows you to create new fields and custom fields using arithmetic formulas on the CRM fields and any fields present on the Deals page to cater to your specific requirement

Integrating webex

Published July 31st, 2025 by Sukhmanjeet Kaur

Aviso AI seamlessly integrates with webex to let users have virtual meetings with their buyers. Aviso AI is then able to analyze the meeting recording, transcribe it, and provide rich insights to both reps and managers that ultimately help move the conversation forward and provide managers with improvement or coaching areas for reps. This document e

View sales reports from Aviso mobile app

Published August 3rd, 2025 by Sukhmanjeet Kaur

Sales reports are essential tools for businesses as they provide valuable and actionable insights into sales. They enable informed decision-making by offering data-driven clarity on what's working and what needs improvement. These reports facilitate goal setting, strategic planning, and resource allocation while also empowering businesses to adapt t

Record inperson meetings using Aviso mobile app and generate actionable insights

Published August 2nd, 2025 by Sukhmanjeet Kaur

Whether it's a virtual or in-person meeting with prospects, Aviso lets you record the meeting and use all the features available in the collaboration workspace such as deep dive into a meeting using Aviso CI (Conversational Intelligence) metrics, evaluate your prospect's emotions and intent through smart transcripts. As Aviso mobile keeps your meeti

View sales forecast for a quarter using Aviso mobile app

Published August 3rd, 2025 by Sukhmanjeet Kaur

Sales forecast is a must and pivotal component of any business as it drives sales deployment, financial planning, operations planning, and marketing planning. It must be as accurate as possible to help you make the right decisions. A human-generated sales forecast can have errors and might not be highly accurate. Aviso AI uses AI and ML to give you

Stay on top of your business at any point in time during a quarter using Aviso mobile app

Published August 2nd, 2025 by Sukhmanjeet Kaur

The Dashboard screen in Aviso mobile app gives you a consolidated view of where your business stands and actionable insights with respect to sales forecasts, deals, and pipelines in a given quarter. After you log in, the Dashboard screen appears. From the Dashboard screen, you can navigate to the Deals, Forecast, WarRooms, and Menu (More) screens by

Account Rooms

Published July 28th, 2025 by Sukhmanjeet Kaur

The AccountRooms in the Aviso platform serves as a dedicated virtual collaboration space tailored to each client account. It is designed to centralize communication, streamline teamwork, and enhance coordination among internal stakeholders working on the account. By bringing all relevant discussions, resources, and updates into a single workspace, t

Account Deals

Published July 28th, 2025 by Sukhmanjeet Kaur

The AccountDeals in the Aviso platform is a powerful tool designed to manage, track, and analyze all deal-related activities associated with a client account. This section provides a consolidated view of the client’s transaction history and current engagements, making it easier to monitor progress, forecast outcomes, and strategize effectively. To

Aviso AI Accounts Module Streamlining Sales and Client Engagement

Published July 29th, 2025 by Sukhmanjeet Kaur

The Accounts module in the Aviso platform is a comprehensive system designed to centralize, organize, and optimize the management of client accounts. Serving as the backbone of client relationship management, this module provides a 360-degree view of all account-related data and activities, empowering sales teams to make informed decisions, strength

Managing Deals and Accounts A Comprehensive Guide

Published August 1st, 2025 by Sukhmanjeet Kaur

The Account sand Deals section allows you to manage and review detailed information for various deals and accounts. On the left-hand side, you'll see a list of deals, accounts, and an inbox where you can track interactions. Selecting a specific deal from this list will display detailed information on the right-hand side of the screen. Here you can v

Account Org Chart

Published July 28th, 2025 by Sukhmanjeet Kaur

The AccountOrgChart in the Aviso platform provides a visual representation of the organizational structure within a client account. This feature is essential for understanding the hierarchy, roles, and relationships of key stakeholders within the organization, enabling sales teams to develop informed strategies and build stronger connections with de

Account Plan

Published July 28th, 2025 by Sukhmanjeet Kaur

The AccountPlan section in the Aviso Sales Web App serves as a strategic hub for understanding, managing, and planning account engagements. It provides a structured framework for capturing critical client insights, analyzing market trends, and aligning sales efforts with the client’s business objectives. The section is divided into three key sub-mod

Account Hierarchy

Published July 28th, 2025 by Sukhmanjeet Kaur

The AccountHierarchy in the Aviso platform provides a structured view of the relationships between a client account and its associated entities, such as parent companies, subsidiaries, affiliates, or divisions. This feature is particularly valuable for understanding the broader organizational ecosystem, uncovering new opportunities, and devising tai

Account to Dos

Published July 28th, 2025 by Sukhmanjeet Kaur

The Account-To-Dos in the Aviso platform is a purpose-built task management system that ensures all account-related activities are organized, prioritized, and executed efficiently. This sub-module is divided into two sections —Recommended Actions and Follow-Ups—providing a structured approach to managing tasks and staying proactive in client engagem

Additional Bypass specific email addressesdomains

Published July 29th, 2025 by Sukhmanjeet Kaur

This setting allows you to restrict the forwarding of Aviso email to a specific email address or domains. Perform the following steps to bypass specific email addresses and domains. After you select the checkbox named Add more recipients, select Show options.The page expands into the address lists to be bypassed and allowed. Under the Address lists,

Activity & RI Module: Unlocking Sales Success

Published July 28th, 2025 by Sukhmanjeet Kaur

The Activity and Relationship Intelligence (RI) feature in Aviso is designed to give sales teams deep insights into their engagement activities and account relationships. By providing real-time data on email and meeting activities, account engagement, deal progression, and organizational in uence, the Activity and RI feature helps sales teams priori

Navigating to MEDDPIC in the Activity Rl Module

Published August 1st, 2025 by Sukhmanjeet Kaur

The MEDDPIC Score is essential for the Sales Methodology as it provides a structured approach to qualifying and managing deals, ensuring alignment with the sales process and increasing the likelihood of success. By assessing key factors such as Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identity Pain, and Champion,

Activity RI Enhancing Sales Management with the Reports Module

Published July 28th, 2025 by Sukhmanjeet Kaur

The Reports Module is a powerful tool for tracking the performance, activities, and engagement levels of Account Executives (AEs) and sales teams. This module provides sales managers with insights into individual and team metrics, enabling them to monitor performance and identify areas for improvement. Each report type in this module offers differen

Aviso AI Activity RI Dashboard

Published July 29th, 2025 by Sukhmanjeet Kaur

The Activity and Relationship Intelligence (RI) feature in Aviso is designed to give sales teams insights into their engagement activities and account relationships. By providing real-time data on email and meeting activities, account engagement, deal progression, and organizational influence, the Activity and RI feature helps sales teams prioritize

Add a Team

Published July 28th, 2025 by Sukhmanjeet Kaur

In the Admin module of Aviso, the "Add Team" feature allows users to create and organize teams within the organization's hierarchy. This functionality is essential for maintaining the structural integrity of teams and ensuring that every unit has a designated place within the overall framework. You can add a manager node for a team at a particular h

Accessing MEDDPIC in the CI Module

Published July 28th, 2025 by Sukhmanjeet Kaur

The MEDDPIC score in the Conversational Intelligence (CI) module provides a data-driven evaluation of deal progress by analyzing communication patterns, stakeholder engagement, and alignment with the MEDDPIC framework. It helps sales teams identify gaps in conversations, uncover critical decision-making insights, and ensure consistency in addressing

Integrating Microsoft Dynamics

Published July 31st, 2025 by Sukhmanjeet Kaur

Introduction Aviso AI seamlessly integrates with Microsoft Dynamics to extract data such as opportunities, accounts, and system users. Aviso AI is then able to process this data through AI and provide you with actionable insights, notifications, and alerts. This document explains how to integrate Microsoft Dynamics with Aviso AI. Important The proc

Integrating Gmail

Published July 31st, 2025 by Sukhmanjeet Kaur

Gmail is an email service offered by Google that allows users to access their email via the internet on their computers and mobile devices. To know more about Gmail, see Gmail. Integrating Gmail with Aviso requires the following procedures: Prerequisites Create email to use for the shared mailbox Configure the routing for mailbox Provide the credent

Integrating Microsoft Outlook

Published July 31st, 2025 by Sukhmanjeet Kaur

Outlook is an email service provider by Microsoft that enables users to send and receive emails and also manage their calendars, contacts, and so on. To know more about Outlook, see Microsoft Outlook. Integrating Outlook with Aviso requires the following procedures: Prerequisites Register your application with Microsoft Outlook Add API permissions t

Integrating RingCentral

Published July 31st, 2025 by Sukhmanjeet Kaur

Introduction Aviso AI seamlessly integrates with RingCentral to let users have virtual meetings with their buyers. Aviso AI is then able to analyze the meeting recording, transcribe it, and provide rich insights to both reps and managers that ultimately help move the conversation forward and provide managers with improvement or coaching areas for sa

Integrating Microsoft Teams

Published July 31st, 2025 by Sukhmanjeet Kaur

Introduction Aviso AI seamlessly integrates with Microsoft Teams to let users have virtual meetings with their buyers. Aviso AI is then able to analyze the meeting recording, transcribe it, and provide rich insights to both reps and managers that ultimately help move the conversation forward as well as provide managers with improvement or coaching a

Integrating Zoom

Published August 1st, 2025 by Sukhmanjeet Kaur

Introduction Aviso AI seamlessly integrates with Zoom to let users have virtual meetings with their buyers. Aviso AI is then able to analyze the meeting recording, transcribe it, and provide rich insights to both reps and managers that ultimately help move the conversation forward and provide managers with improvement or coaching areas for sales rep

Create Administrator consent for Microsoft Outlook mailbox

Published July 30th, 2025 by Sukhmanjeet Kaur

You can obtain the admin consent using the admin consent URL. Perform the following steps to create Admin consent for the shared mailbox. Create an admin consent URL using the Application ID (Client ID), Directory ID (Tenant ID), and Redirect URI that you generated while registering your application with Microsoft Outlook. For creating URL, follow t

Create customized Dashboards with reports that you use often

Published July 30th, 2025 by Sukhmanjeet Kaur

Executive Dashboard lets you add those reports from the Report screen that you use frequently together and have a consolidated view of such reports from one place within your hierarchy. You can easily create a dashboard from the Reports screen and save it for future use. You can create multiple dashboards and modify them when you want. Here is an ex

Email Setup Score What Why and How to Set It Up

Published July 31st, 2025 by Sukhmanjeet Kaur

Introduction The Email Setup Score feature in the Sales Engagement Module of Aviso assesses the readiness of users' email accounts for outbound outreach. It assigns a score based on critical email setup parameters and gives users insights to improve their email deliverability. Objective Ensure users' email accounts are correctly set up for outreach.

Ask MIKI everything

Published July 29th, 2025 by Sukhmanjeet Kaur

MIKI is an AI Assistant developed by Aviso, serving as the Chief of Staff to all personas in a Go-to-Market (GTM) function. It provides a seamless, no-UI way of accessing actionable insights generated by Aviso, catering to various needs within a GTM setup. Powered by Aviso's time-series database, actionable intelligence, product knowledge base, and

Aviso AI Sales Engagement: Maximize Outreach Effectiveness

Published July 29th, 2025 by Sukhmanjeet Kaur

The Sales Engagement module within Aviso AI is designed to optimize and streamline your sales outreach efforts by providing an intuitive, centralized dashboard for managing and tracking tasks across multiple communication channels. Whether you're engaging prospects through LinkedIn, email, phone calls, or SMS, this feature-rich tool allows you to mo

How to use MIKI

Published July 31st, 2025 by Sukhmanjeet Kaur

After you log in to Aviso, click on MIKI at the top to start using MIKI. MIKI opens with a new window and by default briefs you about your weekly sales summary through a video. Click Conversation 1 to start a conversation with MIKI to ask for any sales insights and to take various actions. You can start with another new conversation by clicking +N

Aviso AI: Customer Success Intelligence

Published July 29th, 2025 by Sukhmanjeet Kaur

Customer Success Intelligence is an advanced feature that provides a comprehensive view of customer engagement, health, and lifecycle stages. By integrating data from diverse systems and analyzing it with AI and machine learning, this feature empowers Customer Success Managers (CSMs) with actionable insights. It identifies areas of improvement, high

Customer Success Dashboard Streamlining Customer Management

Published July 30th, 2025 by Sukhmanjeet Kaur

The Customer Success Dashboard is a centralized platform consolidating critical customer data into easy-to-read segments. This dashboard is designed to help CSMs track and analyze customer metrics, monitor health scores, and take timely actions based on data-driven insights. Organizing information into clearly defined sections ensures a focused appr