Setting Up Outreach Kaia for Webex

Objective

Learn how to set up the Outreach Kaia live meeting experience for use with the Webex meeting platform.

Looking for other meetings platforms?

Click below to set up Kaia for:

• Zoom
• Microsoft Teams
• Google Meet

Applies To

• Outreach Admins
• Outreach Users

Before You Begin

Uninstall or disable other conversation intelligence (CI) tools

We strongly recommend you first uninstall any other CI tools integrated with your meetings platform—particularly those that require an AI bot participant in meetings. This ensures avoiding any potential technical conflicts with Kaia and having to manage duplicate recordings.

Additional Considerations

• Each user in your org intending to utilize Kaia requires a Meet/Orchestrate license. See: How To Assign Licenses for Outreach Kaia.
• The Outreach Administrator must first connect Webex as a Web conferencing service in their Outreach instance.
• Users must then connect Outreach to their Google account. 

Note: Some Outreach views and options require admin-level governance permissions. If the options outlined here are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to our Governance Profile Settings Overview.

Setting Up Kaia for Webex

Administrator Configuration steps within Kaia

1. Access the Outreach Platform.
2. Navigate to Administrator Settings -> Kaia (found within Communications tools)
3. Click connect on the Webex tile.
4. Add your company website URL to expand Kaia’s vocabulary and improve transcription accuracy for the names of your company’s products and services
5. Assign user licenses and notify these users that they can complete the Kaia-Webex setup steps below. Once a user is assigned, they will be able to connect Kaia to Webex.

Set your Kaia Webex configuration

1. Select recording consent settings.
   Specify if you would like Outreach Kaia to announce to participants of meetings that the meeting is being recorded. You have 2 options:
   • Play an announcement from Kaia
   • Don't play announcement
2. Then select one of the announcement options that is played to the meeting participants and its timing. The announcement is made in the same language that the host has selected for the meeting.

User Configuration Steps

1. Access your Outreach instance.
2. In the bottom of the left nav, click your user initials > Personal Settings.
3. In the Meetings tile, click Kaia.
4. In the Webex tile, click Connect.
   
5. Follow the subsequent instructions to connect to Webex.

Once connected, Kaia can be brought into any of your Webex meetings by clicking the Join with Kaia button, which is on all meeting invites in the Outreach calendar.

Additional Information

Outreach Kaia Overview

How To Assign Licenses for Outreach Kaia

Outreach Kaia Meetings FAQ

How To Initiate an Ad-Hoc Outreach Kaia Meeting