The purpose of this article is to provide information to Outreach Users regarding Outreach Kaia Meetings.
- Outreach Users
- Kaia must be enabled for Users.
- Outreach must be synced with an Outreach approved provider calendar (i.e. Google, Outlook, Exchange, or O365). For more information regarding calendar set up, refer to the How To Connect a Calendar to Outreach article.
- Users must be logged into Zoom for Kaia to join meetings.
Outreach Kaia Meetings Overview:
Schedule and Join Outreach Kaia Meetings:
Once a User has ensured Kaia is set up properly, all meetings scheduled from either the Outreach Calendar, or a synced calendar, are automatically enabled for use with Outreach Kaia, provided the scheduled meetings include the following:
- The meeting is scheduled with a Prospect created in the Outreach Platform.
- The calendar invite includes a Zoom meeting link in the location or description.
- The meeting has synced with the Outreach Platform, if the meeting is created in a third party calendar.
Users can join scheduled Kaia meetings by accessing the meeting's calendar placeholder (either in Outreach, or the third-party calendar) and clicking the Join meeting with Kaia button.
Clicking on the button will launch your Zoom client and also open the Kaia Live Experience for your meeting.
Note: Users must be logged into Outreach Everywhere to access the meeting information from a synced, third party calendar. For more information regarding installing Outreach Everywhere, refer to the Installing Outreach Everywhere Chrome Extension article.
Alternatively, Users can start the Outreach Kaia Live Experience after joining a Zoom meeting. Start your Zoom meeting with the same URL link provided in the meeting invitation, Outreach Kaia Assistant automatically joins the meeting approximately one minute before the scheduled start time.
If a waiting room is enabled, Users will have to admit the Outreach Kaia Assistant from the waiting room.
Starting the Outreach Kaia Live Experience:
After you have entered a Zoom meeting and Outreach Kaia Assistant has joined the meeting, you can start the Outreach Kaia Live Experience with one of the following methods:
Kaia Live Experience Auto Start:
Kaia Live Experience automatically opens for you when the Kaia Assistant joins as a participant in your Zoom meetings with Prospects.
Note: Users must enable / allow pop-ups in the Chrome browser for Outreach. For more information regarding enabling pop-ups, refer to the Block or allow pop-ups in Chrome article.
Kaia Start Link in Zoom Private Chat:
Outreach provides a live Kaia experience start link in the Zoom private chat for your Kaia-enabled meetings.
Click the link to start the Kaia Live Experience.
Kaia Start Link in Outreach Calendar:
Users can start the Outreach Kaia experience from the Outreach calendar meeting invite. Access the calendar placeholder and click the Join meeting with Kaia button to start the Kaia Live Experience.
Using Outreach Kaia During a Meeting:
Starting Kaia produces the Outreach Kaia panel, where Users can see the meeting details such as title and participants, as well as access:
- Action Items
- Content Cards
- Real-Time Transcription
Outreach Kaia automatically captures action items as they are spoken during the live Zoom call and syncs each action item to the meeting transcript in real-time. Action items are automatically highlighted in context of the live conversation, within the associated meeting transcript and in the email summary, allowing you to quickly identify and review each action item.
Notes and Bookmarks:
Outreach Kaia captures key moments in the meeting by bookmarking or taking quick notes that are synced to the sales transcript for improved context.
Outreach Kaia detects key moments in the conversation and automatically surfaces Content Cards to help address questions and concerns, or provide additional information to improve the success of a conversation with a Prospect.
There are 4 types of Content Cards:
For more information on creating content cards, refer to the How To Create Kaia Content Cards article.