Table of Contents
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 improvement or coaching areas for reps. This document explains how to integrate Outreach with Aviso AI.
Important
The procedures mentioned in this document are performed by the IT admins to facilitate usage of Outreach data from Aviso AI and these are one-time activities. After Outreach is integrated with Aviso AI, everyone from your organization with access to Aviso AI can read data that are there in Outreach from Aviso AI and also write back to Outreach.
Important
After you perform the procedures mentioned in this document, collect the access token from Outreach and share it with the Aviso implementation team to integrate Outreach with Aviso AI.
Scope of Aviso integration with Outreach
Scope | Purpose |
prospects.read | Grant access to read prospects. |
calls.read | Grant access to read the calls. |
callPurposes.read | Categorizes and reads the call logs. |
events.read |
Grant users to read events such as email messages and calendar access. |
accounts.read | Grant access to read user account. |
users.read | Read the list of users associated with the team. |
phones.read |
Read the phone numbers associated with the prospect. |
profiles.read | Grant access to read the prospect’s profile. |
opportunities.read |
Grant access to read the opportunities associated with the prospect. |
teams.read |
Grant access to the linked team or teams the user belongs to. |
opportunityStages.read |
Read all open opportunities stages associated with the prospects. |
phoneNumbers.read | Read the prospects' phone numbers. |
Integrating Outreach with Aviso AI requires the following procedures:
Prerequisites
Ensure you have an Outreach license and admin access to Outreach.
Generate authorization code from Outreach
Perform the following steps to generate authorization code from Outreach using Aviso URI:
Prerequisite- If you have opened Outreach site, ensure that you have logged in as an admin. If you have logged in to Outreach with access other than admin, log out of the Outreach session.
- Open the following URL. https://api.outreach.io/oauth/authorize?
client_id=PFa2O_iF8T10hXMQZj0qiMUEDZtkAo3j0OCvFmTilDw&redire ct_uri=https://www.aviso.com/oauth/outreach&response_type=code&sco pe=prospects.read+calls.read+callPurposes.read+events.read+accounts. read+users.read+phones.read+profiles.read+opportunities.read+teams.r ead+opportunityStages.read+phoneNumbers.read
Avios AI site opens and displays “No Results Found”. - From the URI, which appears in the search bar, copy the code value as shown in the following image.
- Share the authorization code with Aviso implementation team and perform the steps mentioned in
Generate access token from Outreachas soon as possible.Important
This authorization is valid for ten minutes only from the time you generated the code.
Generate access token from Outreach
Perform the following steps to generate an access token from Outreach using Command Line Interface (CLI).
- Run the following command in a CLI such as shell or any online CLI such as online curl and replace <authorization_code> with the authorization code that you generated in the Generate authorization code from Outreach task.
curl https://api.outreach.io/oauth/token -X POST -d client_id=PFa2O_iF8T10hXMQZj0qiMUEDZtkAo3j0OCvFmTilDw -d client_secret=cZnd6FgrJ9vdHJAs9MmTuNm93Z17dJqvJLHNhKM_FDo - d redirect_uri=https://www.aviso.com/oauth/outreach -d grant_type=authorization_code -d code=<authorization_code>
An access token is generated in the command output. - Share the access token with the Aviso implementation team
See Outreach API Documentation to know more about Outreach integration.
The procedures mentioned in this document are performed by the IT admins to facilitate usage of Outreach data from Aviso AI and these are one-time activities. After Outreach is integrated with Aviso AI, everyone from your organization with access to Aviso AI can read data that are there in Outreach from Aviso AI and also write back to Outreach.