ConvinceIQ (Preview)
ConvinceIQ is an AI sales practice and coaching platform. Read your team's practice sessions, scores and leaderboard, find members, invite new people and assign training plans from your own workflows.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | ConvinceIQ support |
| URL | https://convinceiq.com/contact-us |
| info@convinceiq.com |
| Connector Metadata | |
|---|---|
| Publisher | NEWKONOMY LIMITED |
| Website | https://convinceiq.com |
| Privacy policy | https://convinceiq.com/privacy-policy |
| Categories | Sales and CRM;AI |
ConvinceIQ
ConvinceIQ is an AI sales practice and coaching platform. Reps practice realistic buyer calls, every call is scored, and managers turn the results into coaching and training plans. This connector brings ConvinceIQ results and team actions into your own flows, apps and agents.
Publisher: NEWKONOMY LIMITED
Prerequisites
- A ConvinceIQ account in a workspace, signed in with a Microsoft work or school account. Personal Microsoft accounts and Google sign-in are not supported by this connector. See how ConvinceIQ works to get started.
- Reading your own sessions, your membership and the leaderboard works for every member. Finding members, inviting people and assigning training plans need a manager or admin role.
- Assigning training plans needs a ConvinceIQ subscription that includes training plans. Inviting someone as a manager needs one that includes role-based access.
Supported operations
Every operation asks for a Workspace. Pick it from the list of workspaces you belong to.
Get my membership
Returns your membership in a workspace: your role, your manager and team, and the plan features enabled for the workspace.
List practice sessions
Lists practice sessions and imported calls with their latest scores, most recently updated first. Filter by status (active or ended) and source (practice session or imported call), and page with limit and offset. Admins see the whole workspace; everyone else sees their own sessions and those of the people they manage.
Get a session
Returns one session in full: the buyer scenario, the transcript as seller and buyer turns, the score with its six dimensions and feedback, and the buyer's assessment of the call.
Get the leaderboard
Returns the workspace leaderboard for the last 30 days of practice sessions: top performers, who have at least five scored sessions, and rising stars, who have one to four. Both lists are ranked by average score.
Find a member by email
Finds the workspace member with a given sign-in email address. Use it to turn an email from your CRM or HR system into a ConvinceIQ member ID. Managers only find the people they manage.
Invite a person
Invites someone to a workspace by email, as a user or a manager, and sends them the invitation. Admins cannot be invited through this connector; invite them from ConvinceIQ itself.
Assign a training plan
Assigns a training plan to specific members, a team or the whole workspace, with an optional due date in UTC. Only admins can assign to the whole workspace, and archived plans cannot be assigned.
Obtaining credentials
There is no API key. When you create a connection you sign in with the Microsoft work or school account you use for ConvinceIQ, and the connector acts as you: it never sees or does more than you can in ConvinceIQ.
Some organizations only let administrators approve apps. If sign-in shows Need admin approval, ask your Microsoft Entra administrator to grant admin consent for the ConvinceIQ connector once; everyone in your organization can then connect.
Getting started
- Add a ConvinceIQ action to a flow and sign in when asked.
- Choose your Workspace from the list.
- Try Get my membership first to check the connection and see your role.
A typical flow: when a deal is lost in your CRM, use Find a member by email with the seller's email address, then Assign a training plan with the returned member ID to give them targeted practice.
To report on results, run a scheduled flow that uses List practice sessions with status ended and copies the scores to a spreadsheet or a dashboard.
More examples, the roles each action needs and every error explained are in the ConvinceIQ connector guide.
Known issues and limitations
- There are no triggers yet. Use a scheduled flow with List practice sessions to pick up new results.
- Each signed-in user can make up to 100 requests per minute. Beyond that the connector answers with "Too many requests" and a time to retry after.
- The transcript gives the order of the turns, not their times.
- The leaderboard counts practice sessions only, not imported calls.
- Feedback text comes back in the language you use ConvinceIQ in. Get a session translates it on request; List practice sessions shows a translation once one exists.
Frequently asked questions
Which data can the connector see?
Only what you can see in ConvinceIQ yourself. The connector signs in as you and applies your role and team.
Where can I learn about security and privacy?
See ConvinceIQ security, the privacy policy and the terms and conditions. More answers are in the ConvinceIQ FAQ.
How do I get help?
Email info@convinceiq.com or use the contact page.
Deployment Instructions
Use the certified ConvinceIQ connector. ConvinceIQ only accepts sign-ins issued to its own connector app, so this definition does not work when you deploy it as a custom connector with your own app registration.
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Actions
| Assign a training plan |
Assigns a training plan to people, a team or the whole workspace. Requires a manager or admin role and the training plans feature; only admins can assign to the whole workspace. |
| Find a member by email |
Finds the workspace member with this sign-in email address. Requires a manager or admin role; managers only find the people they manage. |
| Get a session |
Returns one session in full, including the transcript, score and the buyer's assessment. |
| Get my membership |
Returns the signed-in user's membership in a workspace, including their role and the plan features enabled for it. |
| Get the leaderboard |
Returns the workspace leaderboard for the last 30 days of practice sessions: top performers, who have at least five scored sessions, and rising stars, who have one to four. |
| Invite a person |
Invites a person to a workspace by email and sends them the invitation. Requires a manager or admin role. Admins cannot be invited through this connector. |
| List practice sessions |
Lists practice sessions and imported calls with their latest scores, most recently updated first. Admins see the whole workspace; others see their own sessions and those of the people they manage. |
Assign a training plan
Assigns a training plan to people, a team or the whole workspace. Requires a manager or admin role and the training plans feature; only admins can assign to the whole workspace.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
|
Training plan
|
template_id | True | string |
The training plan to assign. |
|
Member IDs
|
assignee_membership_ids | array of string |
Up to 50 members to assign the plan to. When set, the target fields are ignored. |
|
|
Target
|
target_type | string |
Who to assign the plan to when no member IDs are given. |
|
|
Target member ID
|
target_membership_id | string |
The member to assign the plan to when the target is a membership. |
|
|
Target team ID
|
target_team_id | string |
The team to assign the plan to when the target is a team. |
|
|
Due at
|
due_at | date-time |
When the plan is due, as a UTC date and time, for example 2026-11-30T17:00:00Z. |
Returns
- Body
- AssignmentResult
Find a member by email
Finds the workspace member with this sign-in email address. Requires a manager or admin role; managers only find the people they manage.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
|
Email
|
True |
The member's sign-in email address. |
Returns
- Body
- MemberList
Get a session
Returns one session in full, including the transcript, score and the buyer's assessment.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
|
Session ID
|
sessionId | True | uuid |
The ID of the session. |
Returns
- Body
- SessionDetail
Get my membership
Returns the signed-in user's membership in a workspace, including their role and the plan features enabled for it.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
Returns
- Body
- Membership
Get the leaderboard
Returns the workspace leaderboard for the last 30 days of practice sessions: top performers, who have at least five scored sessions, and rising stars, who have one to four.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
|
Limit
|
limit | integer |
The number of people in each list, from 1 to 20. |
Returns
- Body
- Leaderboard
Invite a person
Invites a person to a workspace by email and sends them the invitation. Requires a manager or admin role. Admins cannot be invited through this connector.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
|
Email
|
invited_email | True |
The email address to invite. |
|
|
Role
|
role | string |
The role the person will have. |
|
|
Manager member ID
|
manager_membership_id | string |
The member ID of the person's manager. |
List practice sessions
Lists practice sessions and imported calls with their latest scores, most recently updated first. Admins see the whole workspace; others see their own sessions and those of the people they manage.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Workspace
|
x-tenant-id | True | string |
The ConvinceIQ workspace to act in. |
|
Status
|
status | string |
Only sessions with this status. |
|
|
Source
|
source_type | string |
Only practice sessions, only imported calls (uploaded_recording), or both. |
|
|
Limit
|
limit | integer |
The number of sessions to return, from 1 to 100. |
|
|
Offset
|
offset | integer |
The number of sessions to skip, for paging. |
Returns
- Body
- SessionList
Definitions
Team
The member's primary team, if any.
| Name | Path | Type | Description |
|---|---|---|---|
|
Team ID
|
id | string |
The ID of the team. |
|
Team name
|
name | string |
The name of the team. |
Member
| Name | Path | Type | Description |
|---|---|---|---|
|
Member ID
|
id | string |
The ID of the member in the workspace. |
|
Display name
|
display_name | string |
The member's display name. |
|
Email
|
string |
The member's sign-in email address. |
|
|
Role
|
role | string |
The member's role in the workspace. |
|
Status
|
status | string |
Whether the membership is active or disabled. |
|
Manager member ID
|
manager_id | string |
The member ID of this member's manager, if any. |
|
Team
|
team | Team |
The member's primary team, if any. |
|
Joined at
|
created_at | date-time |
When the member joined the workspace. |
Membership
| Name | Path | Type | Description |
|---|---|---|---|
|
Workspace ID
|
workspace_id | string |
The ID of the workspace. |
|
member
|
member | Member | |
|
Plan features
|
features | array of string |
The plan features enabled for the workspace, or null when nothing is restricted. |
MemberList
| Name | Path | Type | Description |
|---|---|---|---|
|
Members
|
members | array of Member |
The members that match. |
Score
The session's latest score, or null when it has not been scored.
| Name | Path | Type | Description |
|---|---|---|---|
|
Overall score
|
overall | number |
The overall score from 0 to 100. |
|
Discovery score
|
discovery | number |
The discovery score from 0 to 100. |
|
Value proposition score
|
value_prop | number |
The value proposition score from 0 to 100. |
|
Objection handling score
|
objections | number |
The objection handling score from 0 to 100. |
|
Structure score
|
structure | number |
The call structure score from 0 to 100. |
|
Next step score
|
next_step | number |
The next step score from 0 to 100. |
|
Tone score
|
tone | number |
The tone score from 0 to 100. |
|
Strengths
|
strengths | array of string |
What the seller did well, in the viewer's results language. |
|
Improvements
|
improvements | array of string |
What the seller should improve, in the viewer's results language. |
|
Next practice goals
|
next_practice_goals | array of string |
Suggested goals for the next practice session. |
|
Scored at
|
scored_at | date-time |
When the score was produced. |
SessionOwner
The person who held the session.
| Name | Path | Type | Description |
|---|---|---|---|
|
Owner member ID
|
member_id | string |
The member ID of the person who held the session. |
|
Owner name
|
display_name | string |
The display name of the person who held the session. |
|
Owner email
|
string |
The email address of the person who held the session. |
Buyer
Who the seller was talking to.
| Name | Path | Type | Description |
|---|---|---|---|
|
Buyer name
|
name | string |
The buyer's name. |
|
Buyer role
|
role_title | string |
The buyer's job title. |
|
Buyer company
|
company_name | string |
The buyer's company. |
|
Company type
|
company_type | string |
The size or kind of the buyer's company. |
|
Contact role
|
contact_role | string |
The kind of buyer the seller spoke to. |
|
Buyer mood
|
mood | string |
The buyer's mood at the start of the call. |
TrainingPlanContext
The training plan step this session counted towards, if any.
| Name | Path | Type | Description |
|---|---|---|---|
|
Assignment ID
|
assignment_id | string |
The ID of the training plan assignment. |
|
Template ID
|
template_id | string |
The ID of the training plan template. |
|
Training plan
|
template_title | string |
The title of the training plan. |
|
Step
|
step_title | string |
The title of the training plan step. |
SessionSummary
| Name | Path | Type | Description |
|---|---|---|---|
|
Session ID
|
id | string |
The ID of the session. |
|
Source
|
source_type | string |
Whether this was a practice session or an imported call (uploaded_recording). |
|
Status
|
status | string |
Whether the session is still active or has ended. |
|
Owner
|
owner | SessionOwner |
The person who held the session. |
|
Buyer
|
buyer | Buyer |
Who the seller was talking to. |
|
Call direction
|
call_direction | string |
Whether the call was outbound or inbound, when known. |
|
Planned duration (minutes)
|
call_duration_minutes | integer |
The planned call length in minutes. |
|
Language
|
language | string |
The language the call was held in, as a locale code. |
|
Training plan
|
training_plan | TrainingPlanContext |
The training plan step this session counted towards, if any. |
|
Started at
|
created_at | date-time |
When the session started. |
|
Updated at
|
updated_at | date-time |
When the session last changed. |
|
Ended at
|
ended_at | date-time |
When the session ended. |
|
Message count
|
message_count | integer |
The number of messages in the conversation. |
|
Recording duration (ms)
|
recording_duration_ms | integer |
The length of the recording in milliseconds. |
|
Ended reason
|
ended_reason | string |
Why the call ended. |
|
Outcome
|
outcome | string |
The locked call outcome, next_step or decline, once there is one. |
|
Score
|
score | Score |
The session's latest score, or null when it has not been scored. |
SessionList
| Name | Path | Type | Description |
|---|---|---|---|
|
Sessions
|
sessions | array of SessionSummary |
The sessions on this page, most recently updated first. |
|
Has more
|
has_more | boolean |
Whether there are more sessions after this page. |
|
Next offset
|
next_offset | integer |
The offset to request for the next page, or null on the last page. |
TranscriptTurn
| Name | Path | Type | Description |
|---|---|---|---|
|
Position
|
position | integer |
The turn's position in the conversation. |
|
Speaker
|
speaker | string |
Who spoke this turn. |
|
Text
|
text | string |
What was said. |
BuyerAssessment
How the buyer saw the conversation, when assessed.
| Name | Path | Type | Description |
|---|---|---|---|
|
Buyer stance
|
stance | string |
Where the buyer stood at the end of the call. |
|
Buyer concerns
|
concerns | array of string |
The buyer's main concerns. |
|
Seller strengths
|
seller_strengths | array of string |
What the buyer responded well to. |
|
Assessment summary
|
summary | string |
A short summary of the buyer's view. |
DecisionCriterion
| Name | Path | Type | Description |
|---|---|---|---|
|
Criterion
|
label | string |
What the buyer needed to see. |
|
Criterion status
|
status | string |
Whether the criterion was met. |
LeaderboardEntry
| Name | Path | Type | Description |
|---|---|---|---|
|
Rank
|
rank | integer |
The member's rank on the leaderboard. |
|
Member ID
|
member_id | string |
The ID of the member. |
|
Display name
|
display_name | string |
The member's display name. |
|
Average score
|
average_score | number |
The member's average score over the period. |
|
Latest score
|
latest_score | number |
The member's most recent score. |
|
Session count
|
session_count | integer |
The number of scored practice sessions in the period. |
|
Trend
|
trend_delta | number |
How much the member's score has moved over the period. |
Leaderboard
| Name | Path | Type | Description |
|---|---|---|---|
|
Period (days)
|
period_days | integer |
The number of days the leaderboard covers. |
|
Top performers
|
top | array of LeaderboardEntry |
People with at least five scored practice sessions in the period, ranked by average score. |
|
Rising stars
|
rising_stars | array of LeaderboardEntry |
People with one to four scored practice sessions in the period, ranked by average score. |
Assignment
| Name | Path | Type | Description |
|---|---|---|---|
|
Assignment ID
|
id | string |
The ID of the assignment. |
|
Member ID
|
member_id | string |
The member the plan was assigned to. |
|
Template ID
|
template_id | string |
The ID of the training plan template. |
|
Training plan
|
template_title | string |
The title of the training plan. |
|
Status
|
status | string |
The assignment status. |
|
Due at
|
due_at | date-time |
When the plan is due, if a due date was set. |
|
Assigned at
|
created_at | date-time |
When the plan was assigned. |
AssignmentResult
| Name | Path | Type | Description |
|---|---|---|---|
|
Created
|
created_count | integer |
How many new assignments were created. |
|
Already assigned
|
duplicate_count | integer |
How many people already had this plan. |
|
Not eligible
|
ineligible_count | integer |
How many people could not be assigned the plan. |
|
Already assigned member IDs
|
duplicate_member_ids | array of string |
The members who already had this plan, when people were assigned directly. |
|
Not eligible member IDs
|
ineligible_member_ids | array of string |
The members who could not be assigned, when people were assigned directly. |
|
Assignments
|
assignments | array of Assignment |
The assignments created by this request. |
SessionDetail
| Name | Path | Type | Description |
|---|---|---|---|
|
Session ID
|
id | string |
The ID of the session. |
|
Source
|
source_type | string |
Whether this was a practice session or an imported call (uploaded_recording). |
|
Status
|
status | string |
Whether the session is still active or has ended. |
|
Owner
|
owner | SessionOwner |
The person who held the session. |
|
Buyer
|
buyer | Buyer |
Who the seller was talking to. |
|
Call direction
|
call_direction | string |
Whether the call was outbound or inbound, when known. |
|
Planned duration (minutes)
|
call_duration_minutes | integer |
The planned call length in minutes. |
|
Language
|
language | string |
The language the call was held in, as a locale code. |
|
Training plan
|
training_plan | TrainingPlanContext |
The training plan step this session counted towards, if any. |
|
Started at
|
created_at | date-time |
When the session started. |
|
Updated at
|
updated_at | date-time |
When the session last changed. |
|
Ended at
|
ended_at | date-time |
When the session ended. |
|
Message count
|
message_count | integer |
The number of messages in the conversation. |
|
Recording duration (ms)
|
recording_duration_ms | integer |
The length of the recording in milliseconds. |
|
Ended reason
|
ended_reason | string |
Why the call ended. |
|
Outcome
|
outcome | string |
The locked call outcome, next_step or decline, once there is one. |
|
Score
|
score | Score |
The session's latest score, or null when it has not been scored. |
|
Notes
|
notes | string |
Notes recorded on the session. |
|
Transcript
|
transcript | array of TranscriptTurn |
The conversation as seller and buyer turns, in order. |
|
Buyer assessment
|
buyer_assessment | BuyerAssessment |
How the buyer saw the conversation, when assessed. |
|
Decision criteria
|
decision_criteria | array of DecisionCriterion |
What the buyer needed to see before agreeing to a next step. |