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Seismic for Copilot for Sales (Preview)

  • Reference

Seismic for Copilot for sales connector provides set of actions required to enhance the existing skills of Microsoft Copilot for Sales.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Contact
Name Seismic
URL https://seismic.com
Email support@seismic.com
Connector Metadata
Publisher Seismic Software
Website https://seismic.com/
Privacy policy https://seismic.com/privacy-policy/
Categories Marketing;Sales and CRM

Seismic for Copilot for Sales Connector

Seismic for Copilot for Sales Connector enhances the existing capabilities in Copilot for Sales by bringing data from Seismic into the Copilot experience. It improves the sales team's workflow by seamlessly integrating relevant content from Seismic directly into their Copilot for Sales workflow, helping organizations streamline and optimize their sales process.

Publisher: Seismic

Prerequisites

  • To use this connector you must have a Seismic for Copilot for Sales permission in the Seismic tenant.
  • The Seismic Sales Copilot application must be installed and configured in the Seismic tenant. To install, see https://exchange.seismic.com/apps/seismic/microsoft-copilot-for-sales/
  • A Copilot for Sales license must be purchased from Microsoft, and the Copilot for Sales apps must be installed and set up in Outlook.

Background

Learn more: Microsoft Copilot for Sales Introduction

Microsoft Copilot for Sales is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture data from any CRM system. This eliminates manual data entry and gives sellers more time to focus on selling.

Out of the box, Seismic for Copilot for Sales connects to customer relationship management (CRM) systems such as Salesforce Sales Cloud and Dynamics 365 Sales.

However, sales processes extend beyond CRM. Sales teams often rely on specialized applications for account planning, prospecting, revenue intelligence, quoting, eSignature, and more. Customers and makers of sales applications can now bring data and insights from any of their applications into the Copilot for Sales experience.

Seismic for Copilot for Sales integrates with Copilot for Sales to provide recommendations based on contextual information from the seller's workflow in Outlook.

Supported Operations

Currently, Seismic for Copilot for Sales Connector extends the following capabilities of Copilot for Sales (more capabilities coming soon - Learn more here):

Sales Hightlights

Enrich key sales information with insights

Enrich CRM record summaries with insights

Enrich CRM record details with insights

Email Summaries

Enrich email summaries with insights

Email Draft

Enrich email drafts with file links

Obtaining Credentials

Seismic for Copilot for Sales Connector uses OAuth 2.0 for authentication. Use your Seismic tenant credentials to create connection.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Enrich CRM record details

This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.
Enrich CRM record summary

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.
Enrich email drafts

This action gets files relevant to the email conversation, which will be shown in C4S email drafts in Outlook. The action enhances the existing skills of copilot for sales.
Enrich email summaries

This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales.
Enrich key sales information

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales.

Enrich CRM record details

Operation ID:
scp-get-related-records

This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.

Parameters

Name Key Required Type Description
Entity or Object type in CRM for which related records are requested.
 recordType True string

This input identifies the record type in CRM for which related records are requested.
Unique identifier of the CRM record
 recordId True string

This input provides the unique identifier of the CRM record for which related records are requested.
Top
 top integer

This input indicates the number of related records to fetch.
Skip
 skip integer

This input indicates the number of records to skip when fetching related records.
Valid values are Dynamics 365 and Salesforce
 crmType string

This input indicates the type of CRM the related records are fetched from.
Host name of the CRM organization
 crmOrgUrl string

This input indicates the URL of the CRM environment the related records are fetched from.

Returns

Body
externalRelatedRecordListResponseEnvelope

Enrich CRM record summary

Operation ID:
scp-get-related-activities

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.

Parameters

Name Key Required Type Description
Record Type
 recordType True string

This input indicates the entity or object type in CRM for which insights are requested.
Record ID
 recordId True string

This input indicates the unique identifier of the CRM record for which insights are requested.
Start Date Time
 startDateTime date-time

This input indicates the start date and time for insights requested.
End Date Time
 endDateTime date-time

This input indicates the end date and time for insights requested.
Top
 top integer

This input indicates the number of insights to fetch.
Skip
 skip integer

This input indicates the number of insights to skip.
CRM Type
 crmType string

This input indicates the type of CRM in which the CRM record exists, for which insights are requested.
CRM Org URL
 crmOrgUrl string

This input indicates the URL of the CRM environment in which the CRM record exists, for which insights are requested.

Returns

Body
activityListResponseEnvelope

Enrich email drafts

Operation ID:
scp-get-content-suggestions

This action gets files relevant to the email conversation, which will be shown in C4S email drafts in Outlook. The action enhances the existing skills of copilot for sales.

Parameters

Name Key Required Type Description
The Graph message Id.
 x-ms-message-id string

This input provides the message ID of the email content for which suggestions are being requested.
The Graph conversation Id.
 x-ms-conversation-id string

This input provides the conversation ID of the email content for which suggestions are being requested.
Plain Text Body
 plaintextBody string

This input provides all the content from the email thread in text format.
Full HTML Body
 fullHtmlBody string

This input provides all the content from the email thread in HTML format.
Subject
 subject string

This input provides the subject of the email.
From
 from string

This input provides the sender's email address.
To
 to array of string

This input provides the receiver's email address.
CC
 cc array of string

This input provides all the receiver's email addresses that are included in the Cc field of the email.
BCC
 bcc array of string

This input provides all the receiver's email addresses that are added in the Bcc field of the email.
Sent Date Time
 sentDateTime date-time

This input provides the timestamp of the email.
The Graph message Id
 messageId string

This input provides the message ID of the email.
The Graph Conversation ID
 conversationId string

This input provides the conversation ID of the email thread.
Resource Type
 resourceType True string

This input identifies the type of resource shared for fetching suggested file links which in this case is 'email-thread'.
Record Type
 recordType string

This input identifies the record type in CRM, which is related to the email thread.
Record ID
 recordId string

This input provides the unique identifier of the CRM record that is related to the email thread.
CRM Type
 crmType string

This input indicates the type of CRM in which the record related to the email thread exists.
CRM Org URL
 crmOrgUrl string

This input indicates the URL of the CRM environment in which the record related to the email thread exists.
Input Prompt
 inputPrompt string

This input indicates the prompt provided by the user while drafting an email.
Top
 top integer

This input indicates the number of file links to fetch.
Skip
 skip integer

This input indicates the number of items to skip when fetching suggested file links.

Returns

Body
emailDraftResponseEnvelope

Enrich email summaries

Operation ID:
scp-get-email-insights

This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales.

Parameters

Name Key Required Type Description
The record type in CRM
 recordType string

This input identifies the record type in CRM, which is related to the summarized email.
The record ID in CRM
 recordId string

This input provides the unique identifier of the CRM record that is related to the summarized email.
The type of CRM system
 crmType string

This input indicates the type of CRM in which the record related to the summarized email exists.
The CRM organization URL
 crmOrgUrl string

This input indicates the URL of the CRM environment in which the record related to the summarized email exists.
A comma-separated list of email addresses
 emailContacts True string

This input indicates a list of all relevant participant emails in the current email thread.
The number of insights to fetch
 Top integer

This input indicates the number of insights to fetch.
The number of insights to skip
 Skip integer

This input indicates the number of items to skip when fetching insights.

Returns

Body
emailSummeryResponseEnvelope

Enrich key sales information

Operation ID:
scp-get-sales-highlights

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales.

Parameters

Name Key Required Type Description
Record Type
 recordType True string

This input identifies the record type in CRM for which key sales info is requested.
Record ID
 recordId True string

This input provides the unique identifier of the CRM record for which key sales info is requested.
The type of CRM system
 crmType string

This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested.
The CRM organization URL
 crmOrgUrl string

This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested.
Top
 top integer

This input indicates the number of sales highlights to fetch.
Skip
 skip integer

This input indicates the number of items to skip when fetching sales highlights.

Returns

Body
salesHighlightListResponseEnvelope

Definitions

externalRelatedRecord

Name Path Type Description
Record ID
 recordId string

This output uniquely identifies each related record returned by the action.
Record Type Display Name
 recordTypeDisplayName string

This output indicates the display name of record type of each related record returned by the action.
Record Type Plural Display Name
 recordTypePluralDisplayName string

This output indicates the plural display name of the record type of each related record returned by the action.
Record Type
 recordType string

This output indicates the type of each related record returned by the action.
Record Title
 recordTitle string

This output indicates the title of each related record returned by the action.
URL
 url string

This output indicates the URL of each related record returned by the action.
Additional Properties
 additionalProperties object

This output indicates additional properties as name-value pairs of each related record returned by the action.

externalRelatedRecordListResponseEnvelope

Name Path Type Description
value
 value array of externalRelatedRecord
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls.

activity

Name Path Type Description
Title
 title string

This output indicates the title of the activity in the citation card.
Description
 description string

This output indicates the description of the insight.
Date Time
 dateTime date-time

This output indicates the time associated with the insight.
URL
 url string

This output indicates the URL to open insight.
Additional Properties
 additionalProperties object

This output indicates additional properties displayed in the detailed view of the insight.

activityListResponseEnvelope

Name Path Type Description
value
 value array of activity
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls.

salesHighlight

Name Path Type Description
Title
 title string

This output indicates the title of citation card for the insight.
Description
 description string

This output indicates the text of the insight to be included in key sales info.
Date Time
 dateTime date-time

This output indicates the time associated with the insight.
URL
 url string

This output indicates the URL to learn more about the insight.
Additional Properties
 additionalProperties object

This output indicates additional properties as name-value pairs of each related insight returned by the action.

salesHighlightListResponseEnvelope

Name Path Type Description
value
 value array of salesHighlight
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls.

emailSummeryResponseEnvelope

Name Path Type Description
value
 value array of emailSummery
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls.

emailSummery

Name Path Type Description
Title
 title string

This output indicates the title of the partner section and should include only the partner's name.
Description
 description string

This output indicates the text you would like to be included in the email summary.

emailDraftResponseEnvelope

Name Path Type Description
value
 value array of emailDraft
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls.

emailDraft

Name Path Type Description
Content Type
 contentType string

This output indicates the type of content included with the email draft.
Content
 content string

This output indicates the actual content that is included with the email draft. It can either be a web page or a URL.
Content Title
 contentTitle string

This output indicates the title of the content.
Content Description
 contentDescription string

This output indicates the text to be included when describing the files.
Content Icon URL
 contentIconUrl string

This output indicates the icon to be included for the content.
Additional Properties
 additionalProperties object

This output indicates additional properties as name-value pairs of each related link returned by the action.