Octave

octave is a sales platform for creating, sending, and managing digital sales proposals integrating octave with make com allows users to automate proposal creation, track document engagement, and streamline sales approval workflows directly from their connected apps this is ai generated content based on official octave documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact octave https //www octavehq com/ directly requirements to use the octave app in make, you must have an active account and an api key, create your account on octave https //www octavehq com/ for subscription, refer to the octave pricing page https //www octavehq com/ connect octave and to get started, you must first create a connection between octave and , allowing the two services to communicate obtain your api key in your octave account create the connection in make obtain your api key in your octave account before you create the connection in , you should first obtain your api key in your octave account to obtain your api key navigate to the developers tab in the top navigation menu click the button to generate a new api key for your workspace copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //docs octavehq com/clay/overview create the connection in account https //www make com/en/register , add the octave module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your octave account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page octave modules after connecting to the octave app, you can choose from a list of available modules to build your apply a brand voice transforms your original content by applying a specific brand voice or tone build a workspace creates a new workspace by utilizing the workspace builder agent to set up the workspace environment create a brand voice generates a customized brand voice profile for your business create a buying trigger creates a new buying trigger event to initiate an action when specific purchase conditions are met create a competitor adds a new competitor record to your system create a persona generates a new user persona profile create a playbook creates a new playbook within your account create a product adds a new product to your inventory or catalog create a proof point generates a new proof point record in your account create a reference generates a new reference record in your selected application create a resource creates a new resource within your selected application create a segment creates a new segment within your account create a service creates a new service record in your account create a solution generates a new solution within your account create a use case creates a new use case record in your selected application create an agent creates a new agent profile in your system create an agent experiment creates a new experiment for an agent delete a buying trigger removes a specified buying trigger from your account delete a competitor removes a selected competitor from your account delete a persona permanently removes a selected persona from your account delete a playbook permanently removes a specified playbook from your account delete a product permanently removes a specified product from your inventory delete a proof point removes a selected proof point from your account delete a reference removes a specified reference from your account delete a resource permanently removes a specified resource from your account delete a segment removes a specified segment from your account delete a service permanently removes a specified service from your account delete a solution permanently removes a specified solution from your account delete a use case permanently removes a specified use case from your account delete an agent permanently removes a specified agent from your system generate a brand voice creates a new brand voice by analyzing and combining content from specified sources generate a solution creates a new solution by compiling and assembling specified source files generate buying triggers creates new buying triggers by collecting data from specified sources generate competitors creates new competitor profiles by gathering data from various sources generate personas creates new user personas based on information gathered from specified sources generate products creates new product entries by importing data from specified sources generate proof points creates new proof points by extracting information from specified sources generate references creates new reference entries based on provided source materials generate segments creates new data segments by extracting information from specified sources generate services creates new service records based on provided source data generate use cases creates new use cases by collecting and analyzing information from specified sources get a brand voice retrieves comprehensive information about a particular brand voice, including its characteristics and settings get a buying trigger retrieves comprehensive information about a specific buying trigger, including its properties and current status get a competitor retrieves comprehensive information about a selected competitor get a persona retrieves comprehensive information about a specific persona, including their attributes and profile details get a playbook retrieves comprehensive information about a specific playbook, including its settings and configuration details get a product retrieves comprehensive information about a specific product get a proof point retrieves comprehensive information about a particular proof point you specify get a reference retrieves comprehensive information about a specific reference item get a resource retrieves comprehensive information about a particular resource you specify get a resource status retrieves the current processing status of a specified resource get a segment retrieves comprehensive information about a particular segment you specify get a service retrieves comprehensive information about a particular service you specify get a solution retrieves comprehensive information about a particular solution you specify get a use case retrieves comprehensive information about a particular use case you specify get a workflow run status retrieves detailed information about the current status of a specific workflow execution get an agent retrieves comprehensive information about a particular agent based on the provided identifier get an async agent run status retrieves the current status and details of a specific asynchronous agent execution list agent types retrieves a list of all available agent types in the system list agents retrieves a list of all agents currently available in the specified workspace list brand voices retrieves a list of all brand voices available within your workspace list buying triggers retrieves a list of all buying triggers available within the specified workspace list competitors retrieves a list of all competitors currently available in the specified workspace list languages retrieves a list of all languages that agents are able to support list personas retrieves a list of all personas available within the specified workspace list playbooks retrieves a list of all playbooks available within the specified workspace list products retrieves a list of all products available within the specified workspace list proof points retrieves a list of all proof points available within the specified workspace list references retrieves a list of all references available within the specified workspace list resources retrieves a list of all available resources within the specified workspace list segments retrieves a list of all segments available within the specified workspace list services retrieves a list of all available services within the specified workspace list solutions retrieves a list of all available solutions within the specified workspace list use cases retrieves a list of all use cases available within the specified workspace make an api call executes a custom api request to the connected service using your authorized credentials run a call prep agent executes a call prep agent to prepare information and insights for a specified meeting run a content agent executes a content agent to create personalized or tailored content based on your specifications run a context agent executes a context agent to process and respond to a specific query run a prospector agent executes a prospector agent to search for individuals or identify companies similar to a specified profile run a qualify company agent executes a qualify company agent to assess and analyze a specified target company run a qualify person agent executes a qualify person agent to assess and evaluate a specified individual run a sequence agent executes a sequence agent to create and send customized email messages tailored to individual recipients run a workflow executes a specified workflow process run an agent (async) executes an agent in the background without waiting for it to complete run an enrich company agent executes an enrich company agent to gather detailed information about a specified company run an enrich person agent executes an enrich person agent to gather additional information about a specified individual search context searches for and retrieves relevant context documents from your library's entities, resources, and connected external research sources search resources finds resources that are most relevant to your search query based on their meaning and context toggle default brand voice sets a specific brand voice as the default option for the workspace or removes it from being the default update a brand voice modifies the details of a selected brand voice update a buying trigger modifies the details of a previously created buying trigger update a competitor modifies the details of a specified competitor in your system update a persona modifies the details of an existing persona in your account update a playbook modifies the details of a specified playbook that already exists update a product modifies the details of an existing product in your inventory update a proof point modifies the details of a previously created proof point update a reference modifies the details of a specified reference record update a segment modifies the details of a specified segment update a service modifies the details of a previously created service update a solution modifies the details of a previously created solution update a use case modifies the details of a specified use case that already exists update an agent modifies the details of a specified agent that already exists templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created octave resources you can have access to more resources related to this app on the following links octave website https //www octavehq com/octave documentation n/aoctave api documentation https //https //www octavehq com/octave page on make https //www make com/en/integrations/octave