Ava requires a connection to your Salesforce organization. This connection provides Ava access to your call recording transcripts and the Opportunities you are associated with. Additionally, to get the most out of Ava, connection with your Google or Outlook calendar is required. Follow the instructions below to login to Ava and then connect your calendar. When you login for the first time, Ava walks you through configuration.
The first time you login to Ava, navigate to https://ava.vivun.com/sign-up. This allows you to complete the T&Cs required for your organization to onboard and other users to begin logging in.
⚠️ Important Requirements
Ava requires a connection to your Salesforce organization. This connection provides Ava access to your call recording transcripts and the Opportunities you are associated with. Additionally, to get the most out of Ava, connection with your Google or Outlook calendar is required. Follow the instructions below to login to Ava and then connect your calendar. When you login for the first time, Ava walks you through configuration.
Salesforce
Your Salesforce organization must be configured to allow authentication with SFDC to Connected Apps, specifically Vivun Ava Prod Auth0. See this Salesforce documentation for more information.
There are two ways to ensure Salesforce Connected App is installed and configured properly:
Option 1 - Salesforce Admin Signs In
Your Salesforce Admin logs into Ava and authorizes the connection.
After successful login, navigate to Connected Apps OAuth Usage in Salesforce and select Install on the Vivun Ava Prod Auth0 connected app.
Option 2 - Key Stakeholder Signs In
This process requires your organization's Salesforce Admin and a Key Stakeholder for Ava.
Your Salesforce Admin must assign the
Approve Uninstalled Connected Appssystem permission to the Key Stakeholder's user in Salesforce through a Salesforce Permission Set or Profile.Your Key Stakeholder logs into Ava and authorizes the connection.
After successful login, your Salesforce Admin navigates to Connected Apps OAuth Usage in Salesforce > select Install on Connected App.
Once complete, your Salesforce Admin removes the
Approve Uninstalled Connected Appspermission from the Key Stakeholder.
Login to Ava
Be sure to login to your Salesforce organization prior to logging into Ava, as Ava uses a social login with Salesforce to authenticate your credentials.
Navigate to https://ava.vivun.com.
Note: If you are logging in for the first time, navigate to https://ava.vivun.com/sign-up.Enter your work email address associated with your Salesforce account.
Click Continue.
Enter your work email and password.
Click Log In.
Select an Account or Account(s) to create your Spaces.
Click Add as Space.
Click Connect next to your Call Recording provider and authenticate.
Click Connect next to your Calendar provider and authenticate.
You are brought Home, where your Spaces will begin to populate if you are on the Account or Opportunity Team, and you can manually add additional Spaces.