Installation Guide — Alysio
The Alysio installation process is designed to be fast, secure, and non-disruptive to your existing revenue stack. Because Alysio connects directly to your existing systems through secure API integrations, there is no data migration, no data warehouse setup, and no extended IT implementation required. Most organizations can begin using Alysio within minutes of completing the initial integration setup. Instead of moving or replicating data, Alysio securely accesses operational revenue data from your connected systems in real time. This approach allows teams to deploy Alysio quickly while maintaining their existing CRM, communication, and revenue workflows.System Requirements
Alysio is a cloud-native platform and does not require any on-premise installation. Users access Alysio through a standard web browser while all processing occurs within Alysio’s secure cloud infrastructure. To use Alysio, your organization will need: A supported web browser such as Chrome, Firefox, Safari, or Microsoft Edge. The latest version of each browser is recommended for optimal performance. An active account with at least one supported revenue system such as a CRM platform, communication platform, or sales engagement tool. Administrative credentials for the systems you intend to connect. These credentials are required to authorize integrations during the setup process.Step 1 — Account Provisioning
Your Alysio workspace is provisioned by the Alysio team after contract execution. Once the workspace is created, a secure invitation email will be sent to your designated administrator. This email contains a link that allows the administrator to complete the initial account setup and configure the organization’s workspace. During the setup process, the administrator will: Define the organization nameSet the primary timezone for the workspace
Invite the initial set of users who will access the platform
Step 2 — Connecting Your Revenue Stack
After the workspace is created, the next step is connecting Alysio to your organization’s revenue systems. Alysio integrates with CRM platforms, communication tools, sales engagement systems, and other revenue applications through secure API integrations. To connect a system: Navigate to Settings → Integrations within your Alysio workspace.Select the platform you want to connect.
Follow the authorization flow to grant access. Alysio uses OAuth authentication and secure API credentials to establish integrations. Each integration uses scoped permissions, meaning Alysio only accesses the data that is explicitly authorized during setup. Alysio supports integrations with platforms such as: Salesforce
HubSpot
Google Workspace
Slack
Outreach
Salesloft
Gong Additional integrations may also be supported depending on your environment. Your onboarding team can provide the most current list of supported platforms.
Step 3 — Configuring Your Workspace
Once integrations are connected, your workspace can be configured to align with your organization’s revenue processes. Configuration may include: Defining pipeline stages used within your CRMConfiguring signal detection preferences
Setting up AI Revenue Agents relevant to your workflows
Establishing notification and alert preferences The Alysio onboarding team will guide your organization through workspace configuration as part of the onboarding process.
Step 4 — Inviting Your Team
After your workspace configuration is complete, additional users can be invited to the platform. Users are invited by email and assigned roles that determine their level of access within the platform. Role-based permissions allow organizations to control which users can view data, manage integrations, configure signals, or administer the workspace. For more information about available roles and permissions, refer to the User Roles and Permissions documentation.Step 5 — Validating Your Setup
Before using Alysio in production, it is recommended to confirm that your integrations are functioning correctly. During this validation step, your team should verify that: Pipeline data from your CRM is visible within AlysioAccount and contact information appears correctly
Signals and alerts are being generated as expected Your onboarding team will assist with this process to ensure that data from your connected systems is flowing correctly.