How to connect Kixie to Avoma

When you connect Kixie with Avoma, your calls from Kixie automatically flow into Avoma so your team gets complete call records, helpful insights, and accurate CRM logging without any manual work.

 

Set up the Kixie integration in Avoma

To use Avoma’s conversation intelligence functionality for your Kixie account, please follow these step by step instructions:

Step 1. Create Avoma Account

First, you need to create an account on Avoma by signing up from this page: https://app.avoma.com/signup. You can sign up to Avoma with your work email address using Gmail and Microsoft/Outlook.

Step 2. Generate Webhook URL in Avoma

In Avoma, go to Settings > Dialer > Kixie (under Other Dialers)

You will need to generate a Webhook URL in Avoma. Click on the “Generate Webhook URL” button. 

Copy the generated URL, you will need it in Step 3.

Step 3. Set up webhooks on your Kixie account

Now, you will need to add a webhook in your Kixie account.

Login to Kixie account and go to Manage > Automations > Webhooks.

You’ll create three webhooks: End Call, Call Outcome, and Voicemail. All three are required for Avoma to log calls and activity accurately. If any one of them is missing, the integration will have incomplete data.

Click Add to create your first webhook. You’ll see a popup where you can enter the details provided below. 

 

3.1 Add the End Call webhook

This webhook lets Avoma know when a call has finished. Avoma uses it to capture the call, record it, and generate the summaries and insights your team relies on.

Please enter the parameters shown below to create a webhook, and then click the “Save Changes” button.

• Name: Avoma - EndCall Realtime
• Webhook Url: Paste the URL generated in Step 2
• Event Name: End Call
• Runtime: Realtime
• Direction: All
• Call Result: Answered

 

3.2 Add the Call Outcome webhook

This webhook sends Avoma the call outcome your team selects or is automatically assigned after a call. Avoma uses this to show how the call went. 

Please enter the parameters shown below to create a webhook, and then click the “Save Changes” button.

• Name: Avoma - Call Outcome Realtime
• Webhook Url: Paste the URL generated in Step 2
• Event Name: Call Outcome
• Runtime: Realtime
• Direction: All

3.3 Add the Voicemail webhook

This webhook notifies Avoma when a voicemail is left or received. Avoma uses this to log voicemail activity accurately. Without it, voicemail calls may not be logged and summarized.

Please enter the parameters shown below to create a webhook, and then click the "Save Changes" button.

• Name: Avoma - Voicemail Realtime
• Webhook Url: Paste the URL generated in Step 2
• Event Name: Voicemail
• Runtime: Realtime
• Direction: Incoming

Step 4. Invite your team to Avoma

If you want your team’s Kixie call to be analyzed in Avoma, then invite your team members to Avoma from the Users page.

Learn more about how to set up or manage teams in Avoma. 

Step 5. Enable Call Recording in Kixie

1. Login to your Kixie account.
2. Go to Manage > Account Settings > scroll down to Options
   
   
3. Enable Record Calls. 
   
   
   
   

   Avoma will only analyze calls for team members who have created an Avoma account and have a license that supports dialer integrations.

   NOTE: To ensure proper integration, it is recommended that the email used to sign up for Avoma matches the email associated with the system being integrated.

And just like that, you're ready to start using Kixie and Avoma!

 

More info on everyday usage

Review Summarized Notes & Call Analysis in Avoma

Once Avoma gets the specific recording file, it transcribes and analyzes each call so you can find important nuggets of information easily.

In the Avoma application, you can see:

• Summarized notes with Next Steps, Questions Asked, and more details.
• Full call transcript
• Different speakers identified with their Talk time
• Different topics detected

How to disconnect Kixie from Avoma

If at any time in the future you decide to not analyze your Kixie calls, Avoma admins can disable the Avoma/Kixie integration by visiting the Settings -> Dialer Integration page in Avoma and clicking on 3 dots then Disconnect Kixie. 

You will also need to remove the webhooks configured in Step 3 inside Kixie.