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 sales reps. This document explains how to integrate RingCentral with Aviso AI.

Integrating RingCentral with Aviso requires the following procedures:

•  Prerequisites
•  Register an Application with RingCentral
• Provide the credentials to the Implementation team
• Validate your RingCentral account in Aviso

Prerequisites

Ensure you have a RingCentral license and admin access to RingCentral.

Register an application with RingCentral

To integrate RingCentral with Aviso, register with RingCentral and collect Client ID, Client Secret, OAuth Authorization URL, and Redirect URI that will be required in the upcoming tasks.

1.  Navigate to https://developers.ringcentral.com/console/applications/create and log in with your RingCentral Administrator credentials.
   Create App form appears.
2.  In the What type of app are you creating? field, select REST API App and click on Next.
3.  In the App Name field, enter a name.
   For example, you may enter Aviso RingCentral Integration.
4.  In the App Description field, enter a short description.
   For example, you may enter This Integration is used to request permissions to invoke RingCentral REST API on behalf of another RingCentral user.
   The Primary Contact field is auto-populated with your login account email ID.
5. In the Do you intend to promote this app in the RingCentral App Gallery? field, select Yes or No based on your preference.
6.  In the App Card -> Display Name field, enter a name such as Aviso RingCentral Integration. In the App Card -> Summary field, enter a short summary of App. In the App Card -> App Icon, choose an image icon file of your choice.
7.   In the Auth section, select 3-legged OAuth #ow authorization code. Under From what type of app will you be calling the API?, select Server-side web app. In the OAuth Redirect URI field, if your Aviso tenant name is xyz-a.com, then enter redirect URI in the following format https://xyz-a.app.aviso.com/collaboration/register/rcentral.
8.   In the Issue refresh tokens? list, select Yes.
9.   In App Permissions, add the following permissions -
   • Read Contacts
   •   Read Accounts
   •  Meetings and Role Management.
10. In ’Who will be authorized to access your app? field, select This app is private.
11.  Click Create.
    The following message appears.
    "Your app has been successfully created!
    To start your development, please use your sandbox account and application credentials.
    Additional information can be found in our Getting Started."
12. Click on the Credentials link in the above message.
    Credentials page of the Sandbox Application you just created appears.
13. From this screen, note down the following keys and keep them safe for use in the upcoming steps.
    • Client ID
    •  Client Secret

Provide the credentials to the Implementation team

Provide the Aviso Implementation team with the following keys.

•  Client ID
•  Client Secret Redirect URI (The same that you used in step 7 in the
•  Redirect URI (The same that you used in step 7 in the Register an application with RingCentral section).

After you provide the Aviso Implementation team with the above-mentioned credentials and keys, the team integrates RingCentral with your Aviso instance.

Validate your RingCentral account in Aviso

After RingCentral is integrated with Aviso AI, before using RingCentral from Aviso AI, every user must validate their RingCentral account.

Perform the following steps to validate your RingCentral account from Aviso AI.

Prerequisites-

•   Ensure that RingCentral is integrated with your Aviso instance.
•   Ensure that you have logged in to the RingCentral portal with the correct credentials.
  
  
  

  Note

   If you use incorrect credentials to log in to RingCentral portal and validate your RingCentral, you can't revert it later.

   
  Perform the following steps to validate Microsoft Teams from Aviso AI.

1. From any digital war room in the Aviso AI, click Meet Now.
   
   Meet Now dialog box appears.
   
2. Click Validate RingCentral Account.
   You are redirected to the RingCentral account page. If you have not logged in to RingCentral,
    you are asked to log in to your RingCentral account.
3. Log in to your RingCentral account.
   After you successfully log in to RingCentral account, the following message appears:
   {“msg”: “Your account is linked successfully to Aviso, please go back to Aviso to continue .”, “success”: true}