Customizing the Kaia Bot Name

Objective

Outreach Admins can configure Outreach Kaia with a custom bot name when used with Zoom or Microsoft Teams. Meeting attendees will see this custom name in the participant list.

Applies To

• Outreach Admins
• Outreach Kaia
• Zoom
• Microsoft Teams

Procedure

1. Log in to Outreach as an Admin.
2. In the left navigation, click Administration.
3. Click Tools > Kaia. The Kaia settings page opens on the General tab.
4. In the Web conferencing apps list, in the Zoom or Teams tile, click the more menu (⋯) icon > Settings.
   
5. Find and edit the field for Kaia's name.
   • Zoom: Under Kaia's name in Zoom, edit the Name field.
     
     
   • Teams: Under Kaia's participant setting, select the type of user Kaia will join as, then edit the Bot name field.
     
     
6. Click Save.