Aviso Product Updates - Q1 2025
May 5, 2025
In Q1, our focus at Aviso was clear: remove guesswork from daily sales execution.
We introduced updates that help frontline managers track coaching impact, give reps clearer next steps, and give leaders cleaner visibility into what’s working and what’s not, without needing extra tools or workarounds.
Each launch this quarter was built to solve a specific friction point in the revenue workflow:
CI Reports & Summaries: Track coaching impact, pitch consistency, and call-stage breakdowns
Pitch Adherence Tracking: Spot gaps in real time and tie messaging to revenue outcomes
AI Cadences: Automate 13-week sales cycles, pipeline, QBRs, churn, and closes
Prospect Status & Email Tools: Know who to follow up with, preview emails, and standardize signatures
Custom Domain Tracking: Improve deliverability with your own branded URLs
Activity Mapping & Engagement Grades: Clean CRM writebacks and prioritize based on real buyer signals
MSP Sharing & Email Aliases: Collaborate with external stakeholders and track every rep and contact email
Weekly Digest Enhancements: Get visibility into next-quarter pipeline, before it’s too late
Here’s a detailed breakdown of everything we shipped in Q1 2025.
Conversation Intelligence (CI): Reports, Custom Call Summaries & Pitch Adherence Tracking
1.a. CI Reports: Track coaching effectiveness with call-stage, rep, and pitch-level precision
What is it, and how does it help:
Managers can generate targeted reports that reveal where reps are underperforming, by call stage, pitch type, or objection pattern. Each report is built to diagnose breakdowns in execution (e.g., poor discovery, inconsistent pricing delivery), compare reps side by side, and track improvement over time.
The suite includes score-based heatmaps, rep-to-rep comparisons, pitch-type analytics, sales methodology adherence tracking (e.g., MEDDIC), seller activity analysis (like deals influenced by pricing or VP participation), and AI-driven coaching suggestions tied to specific call moments.
Perception and Trends Reports further surface recurring objections and highlight shifts in buyer concerns, helping managers coach with precision, not assumptions. Read More.
Where to find it:
Collaboration Workspace > CI Reports tab
1.b. Custom Call Summaries: Get signal-rich summaries tailored to deal stage, role, and call type
What is it, and how does it help:
Managers and reps can now generate context-aware call summaries that adapt based on the deal stage, call type, and persona involved. Unlike generic recaps, these summaries highlight what matters most, such as pain points in discovery, pricing pushback in negotiations, or risk signals during renewals.
You can use pre-built templates, write your own prompts, or refine them using AI to track the exact details you care about, like next steps, competitor mentions, or deal blockers.
This helps managers coach faster, reps follow up smarter, and CRM entries stay signal-rich, not surface-level. Read more.
Where to find it:
Admin > Customize Analysis > Summary Model > Create Summary Model
1.c. Sales Pitch Adherence Tracking: Correct pitch breakdowns in real time and connect messaging to revenue impact
What is it, and how does it help:
Managers can now dig beyond surface-level scripts and percentages to understand how rep execution affects deal outcomes.
In live calls, dynamic checklists and real-time AI nudges prompt reps to cover critical messaging, like pricing justification, ROI impact, or differentiation, without sounding scripted. If reps skip key points, they’re guided mid-call to course-correct and handle objections with AI-generated suggestions.
Post-call, managers can analyze adherence patterns by rep, deal, and account. Aviso highlights where pitch delivery breaks down in multi-call cycles, where reps skip messaging, and how that correlates with slower deal velocity or lost revenue.
Custom pitch models let you define what's tracked, whether it's MEDDIC, SPICED, or your own framework, ensuring adherence adapts to your motion, not the other way around.
With MIKI, sales leaders get instant answers to questions like “Which reps are skipping pricing?” or “How does pitch adherence vary across enterprise vs. mid-market deals?”, without digging through reports.
The result? Coaching that’s not reactive or generic, but grounded in what actually drives pipeline movement. Read more.
Where to find it:
Collaboration Workspace > CI Dashboard | Accounts & Deals | CI Reports | Recordings
AI Cadences: Turn your Revenue Planning into Revenue Execution
What is it, and how does it help:
AI Cadences let you run structured, persona-specific revenue workflows every week, automatically. Powered by MIKI and agentic workflows, the system aligns pipeline, forecast, deal inspection, and customer engagement across a 13-week execution cycle.
From spotting slipped deals to running QBRs, engaging upsell plays, triggering churn interventions, or closing high-risk deals, Cadences ensure every revenue action is timely, targeted, and tracked. Managers stop chasing updates. Reps know what to do next. Leadership gets clean execution visibility tied to outcomes.
Each stage of the 13-week cadence includes:
Weeks 1, 5, 9 – Keep Pipeline Strong & Predictable
Spot slipped deals, close engagement gaps, and take action to prevent revenue loss.Weeks 2, 6, 10 – Drive Disciplined Sales Execution
Run QBRs, enforce sales process adherence, log activities, and push deals forward.Weeks 3, 7, 11 – Turn Top Accounts Into Revenue Drivers
Identify upsell plays, engage execs, and activate next-quarter pipeline.Weeks 4, 8, 12 – Secure Renewals Before They Turn Risky
Detect churn signals early, engage at-risk accounts, and realign retention plans.Week 13 – Close Stronger, Finish Bigger
Fast-track approvals, update deal stages, and close high-velocity deals on time.
Where to find it:
Agentic AI Workflows > AI Cadences
Sales Engagement: Prospect Status, Email Preview, Email Signature Management, Custom Domain Tracking
3.a. Prospect Status: Automatically detect replies, out-of-office responses, and bounces
What is it, and how does it help:
Reps and managers can now view and control the real-time status of every prospect in a sequence. Prospect Status eliminates the guesswork around who’s active, paused, finished, or completed, allowing sales teams to avoid redundant outreach, automate OOO handling, and follow up with precision.
The system dynamically updates a prospect’s status based on their activity (reply, bounce, unsubscribe, OOO), and also provides manual controls for reps to pause or finish a prospect’s journey at any time.
How it works:
Active: Prospect is currently progressing through the sequence.
Paused: Triggered by out-of-office detection or manual user pause. Temporarily halts sequence actions.
Finished: Triggered by a reply, bounce, unsubscribe, or manual completion.
Completed: Assigned 24 hours after the final step in the sequence is sent (if no other trigger fires).
This update ensures no prospect slips through the cracks or gets over-contacted while giving reps full control when needed.
Where to find it:
Sales Engagement > Sequences > Prospect List or Prospect Detail View
3.b. Email Preview: Test your emails before they reach prospects
What is it, and how does it help:
Reps can now preview exactly how an email will appear to a recipient before hitting send, ensuring that personalization placeholders (like {first_name}) resolve correctly and no tags are left broken or empty. This reduces avoidable errors, protects brand credibility, and lets reps confidently send personalized, professional emails.
Bonus: SDRs can also send a test email to themselves or teammates straight from the preview screen to catch formatting issues or QA outbound copy before launch.
Where to find it:
Sales Engagement > Email Composer or Cadence Step > Email Preview > Optional: Send Test Email
3.c. Email Signature Management: Build clean, consistent rep signatures, without external tools
What is it, and how does it help:
Reps and admins can now design polished email signatures directly within Aviso. Add logos, contact info, designations, and social media links in one place, previewed live as you edit. This ensures professional, on-brand signatures across the team, and removes the need for external signature generators.
Where to find it:
Sales Engagement > Email Signature Editor (available in composer and admin settings)
3.d. Custom Domain Tracking: Boost email deliverability and branding with domain-level control
What is it, and how does it help:
Teams can now replace Aviso’s default tracking domain with their own branded subdomain (like track.company.com). This improves email deliverability, builds brand trust, and gives users full control over open, click, and unsubscribe tracking, without risking shared domain reputation issues.
How it helps:
Improves inbox placement and reduces spam risk via domain-specific authentication
Makes tracked URLs look clean and branded (no more generic track.aviso.com)
Isolates domain reputation to avoid being affected by other senders
Enables multiple domains and fallback logic for reliability
Where to find it:
Admin > Company Settings > Custom Tracking Domain. Set up by adding a CNAME record in your DNS, then verify and link to your email account(s)
3.e. Spintax for Dynamic Variations in Email Copy
What is it, and how does it help:
Spintax enables users to dynamically personalize email content by defining multiple variations of specific phrases or lines using curly braces, for example: {Hi | Hello | Hey there}. When the email is sent, one variation is randomly selected, creating slight but impactful differences across messages.
Now available directly in Aviso’s Email Composer, Spintax allows reps to add variability in greetings, sign-offs, and more using either prebuilt templates or custom inputs.
This helps avoid repetitive patterns that spam filters flag, improves deliverability, and enables scalable personalization, allowing reps to maintain a natural, human tone even across high-volume campaigns.
Where to find it:
Sales Engagement > Sequences > Email Step > AI Toolkit > + Insert New Spintax
3.f. Sender Rotation: Improve Deliverability by Distributing Send Load
What is it, and how does it help:
Sender Rotation enables users to connect multiple sender email accounts to a single sequence and automatically rotate between them when sending outbound emails. This helps distribute send volume, reduce the risk of domain reputation damage, and improve overall deliverability, especially in high-volume outreach scenarios.
By managing multiple connected sender accounts with assigned daily limits, teams ensure no single account is overused, minimizing the risk of getting flagged or throttled by email service providers.
Where to find it:
Sales Engagement > Sequences > Sequence Settings > Add Email to Sequence > View all connected sender emails and rotation status.
Activity & Relationship Intelligence: Activity Mapping
4.a. Accurate Activity Mapping to Prioritize Buyer Engagement
What is it, and how does it help:
Aviso Users can now eliminate mapping errors and gain cleaner, more contextual deal insights with Aviso’s multi-layered Activity Mapping system.
Instead of cluttered timelines and irrelevant logs, sales teams get precision mapping across accounts, opportunities, and contacts. Aviso filters noise, assigns accurate associations, and grades buyer engagement, so reps can focus on high-value follow-ups without second-guessing CRM entries.
Here’s what’s new:
Multi-level Activity Filtering:
Filters out spam, irrelevant content (OOO replies, expenses, etc.), and sensitive data, globally, org-wide, and at the user level, before activity is ever mapped.Customizable Activity Mapping:
Contact-Based Mapping: Based on known participants and CRM contact roles.
Domain-Based Mapping: Uses domain logic when contact data is missing.
Multi-Opportunity Matching: Uses owners, teams, and roles to map accurately in accounts with multiple open deals.
Parent-Child Account Hierarchies: Ensures interactions are mapped to the correct entity, parent or child, depending on context.
Partner Account Resolution: Distinguishes internal vs. external accounts to avoid misattribution.
CRM Writeback Control:
Only clean, mapped interactions are pushed to CRM. Orphaned contacts (not in CRM) are sent to the Relationship Map instead of being lost or inaccurately logged.Engagement Grading:
Assigns A+ to D- grades to contacts, accounts, and deals, based on email volume, meeting frequency, recency, stakeholder seniority, and multi-threading, helping reps prioritize deals more effectively.
Sales teams can now align engagement efforts to what matters most: recency, buyer seniority, and true multi-threaded interaction.
Where to find it:
Activity Inbox > Admin > Customize Analysis > Activity Mapping
From here, users and admins can review filters, manually adjust mappings, and control what data is written back to CRM.
4.b. Enhanced Relationship Graph: Distinguish Synced vs. Static Contacts, Split Email Interaction Types
What is it, and how does it help:
Aviso has upgraded the Relationship Graph to show which seller contacts are actively configured for email sync versus those passively picked up through historical interactions. A visual indicator now helps reps and managers identify synced vs. unsynced contacts at a glance.
The system now splits outbound activity into “Sent” and “Copied” email counts, removing ambiguity in contact-level metrics. An email is marked as “Sent” when the contact is the actual sender. It’s marked as “Copied” if the contact appears in the To/CC list and shares the sender's domain. If a contact appears in both roles, the system defaults to “Sent.”
These changes help teams avoid inflated activity scores, assess engagement more precisely, and isolate true influencers in complex deal cycles, improving coaching, engagement strategy, and prioritization.
Where to find it:
Accounts or Deals > Relationships tab > Relationship Diagram
Hover over seller or contact nodes to view sync status and segmented email activity metrics
Deal Intelligence: Share Mutual Success Plans & Multiple Email Aliases
5.a. Share Mutual Success Plans with External Stakeholders
What is it, and how does it help:
Sales cycles involve external collaborators who need visibility and accountability in the process. Aviso now enables users to securely share Mutual Success Plans (MSP) with external participants. This improves alignment, transparency, and ownership across buyer-seller workflows.
Key benefits:
Share MSP with External Users: Aviso users can share deal-specific MSPs via a secure link, granting view-only or edit access.
Assign Checklist Items: Checklist items within milestones can now be assigned to external collaborators by simply entering their email.
Secure Email Authentication Flow: External users verify their identity via email to access the shared MSP web page.
Where to find it:
Deals module > Open any deal > Mutual Success Plan tab > Share Plan > Add external email(s) + access type > External users receive a secure verification link
To assign checklist items: Create a checklist > Enter title, dates, and assign to internal or external user > External user receives task link with access
Important Notes:
Shared links auto-expire in 90 days
Checklist status updates (To Do / In Progress / Completed) are visible in real-time
Guest users are auto-created for external collaborators
Unauthorized edit attempts by view-only users are blocked automatically
5.b. Add & Track Multiple Emails for Sellers and Buyers
What is it, and how does it help:
In real-world sales, stakeholders often operate across multiple email accounts, personal aliases, regional handles, or forwarding setups. With this update, Aviso now allows users to add and track up to 10 email addresses per seller or buyer contact. You can also define a primary email, ensuring clarity across modules while consolidating all engagement metrics.
This improves:
Activity accuracy: All emails and meetings are tracked regardless of which address was used
Data consolidation: CRM and engagement scores reflect complete interactions
Contact clarity: A clear primary email is displayed by default across views
CRM hygiene: Eliminates duplicates across aliases, improving trust in analytics
Where to find it:
Accounts or Deals > Relationships tab > Select a rep/contact > Use the email dropdown to add/update addresses > Set one as primary > Interactions consolidate automatically in Activity & Relationship Intelligence
Weekly Digest: Now Includes Future Quarter Insights
What is it, and how does it help:
Sales teams often lack early visibility into next-quarter pipeline health. With this update, the Weekly Compass Digest now delivers forward-looking insights into Q+1 pipeline coverage, creation trends, and attainment gaps, enabling proactive pipeline planning before it’s too late.
Key benefits:
Anticipate Q+1 pipeline shortfalls
Spot trends in deal creation, stage distribution, and deal size
Compare current progress against historical quarter benchmarks
Plan actions to bridge upcoming pipeline and attainment gaps
Where to find it:
Your inbox > Weekly Compass Digest > Scroll to “Next Quarter Pipeline Projections” and “Out Quarter Pipeline Health Insights” sections.
Mobile App: CI Dealrooms & MIKI
7.a. Access CI Deal Rooms on the Go with Mobile
What is it, and how does it help:
Aviso’s Conversation Intelligence Deal Rooms are now accessible via the mobile app, helping reps and managers get insights, prep for meetings, and act faster directly from their phones. Whether you're in transit or between meetings, the full power of CI is now in your pocket.
Key benefits:
Access meeting transcripts, highlights, and summaries anywhere
Get real-time AI-generated answers using "Ask Anything"
Use "Email Assistant" to follow up with contextual messaging
Prepare faster with AI-generated Pre-Meeting Briefs
Track performance and deal risks from the CI dashboard
Where to find it:
Mobile App > CI tab > View recordings, insights, and prompts from past and upcoming meetings
7.b. Get Deal Updates, Summaries & Insights On-The-Go with MIKI Mobile
What is it, and how does it help:
Aviso’s AI Chief of Staff, MIKI, is now live on the mobile app to deliver real-time summaries, smart nudges, and quick answers. Reps and leaders can now ask questions, explore Digital Twin insights, and access deal health indicators without switching tools or tabs.
Key benefits:
View personalized Weekly Digest videos generated by MIKI
Get real-time alerts and nudges on deal risks, pricing gaps, and sentiment changes
Ask Digital Twin for executive-level answers on deal status, pipeline, or earnings calls
Act instantly with quick access to meeting links, call summaries, and buyer updates
Where to find it:
Mobile App > MIKI icon > View notifications, start chats, explore Digital Twin, or check the latest Weekly Digest video
Closing Q1: Operational Precision, Strategic Momentum
In this release, we focused on what slows sales teams down: untracked behavior, unstructured workflows, unclear next steps.
Some updates are visible, CI dashboards, cadence workflows, prospect status controls. Others run deeper, cleaner data mapping, smarter adherence tracking, more accurate coaching signals. Together, they don’t just streamline execution, they reduce uncertainty across every layer of the revenue org.
Because in today’s sales environment, it’s not just about having more tools. It’s about having the right visibility, at the right moment, to move faster and win cleaner.
That’s the direction we’re building toward. If you’d like to see these updates mapped to your workflows, reach out to your Aviso team. We’re here to walk through it with you.
