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InterAction+™ AI Answer Center

About InterAction+ AI Signature Capture

  • Updated

Manually checking and updating contact information is time-consuming and an inefficient use of an administrative assistant’s or professional’s time. By capturing and updating contact data automatically, InterAction+ AI allows support staff to attend to their core responsibilities and eliminates the need for lawyers and other professionals to spend billable hours updating contact information themselves

Signature Capture runs at 8:00 AM Eastern Time (UTC−4/UTC−5), according to the tenant’s region, except on Tuesdays, when it runs at 11:45 PM Eastern Time (UTC−4/UTC−5).

InterAction+ AI Signature Capture works behind the scenes while you communicate with contacts, clients and prospects. Through normal email communication, Signature Capture can help to identify relationships and verify contact details. 

InterAction+ AI Score and Signature Capture is only compatible with Outlook® Exchange Online 2016 and 2019.

In this article:

Administrators: Enable and Configure InterAction+ AI Signature Capture For Firm

  1. Go to Firm Settings > Firm and Signature Capture > Configuration and click Review Permissions to provide consent 
  2. Select the Privileged Role Administrator Microsoft Online Exchange account to grant consent
  3. Review the permissions that are requested from the InterAction® Exchange Signature® Capture:
    • Read contacts in all mailboxes
    • Read mail in all mailboxes
    • Read all user's full profiles
    • Sign in and read user profile
  4. Click Accept
  5. Click the IQ Configuration slider to enable the feature.  Configure the additional required fields, email items and review expiration timeframe. Click Save.

Administrators: Add API Permissions to the Registered Application

User needs to be a privileged Cloud Application Administrator role to grant permission:

  1. In the Manage tab, click API permissions > Add a permission.

  2. Under Microsoft APIs, select Microsoft Graph.

  3. Click Application Permissions.

  4. Select the appropriate permissions required and click Add permissions.

    API/Permissions Type Description Admin Consent Requested 
    User.Read.All
    		 Application Read all users' full profiles Yes 
    Mail.Read
    		 Application Read mail in all mailboxes Yes 
    Contacts.Read
    		 Application Read contacts in all mailboxes Yes

  5. Click Grant admin consent, then click Yes to confirm.

  6. Once consent has been granted, an Enterprise Application is created with the appropriate permissions for Microsoft GraphAPI. The IQ signature capture will then retrieve emails from Microsoft GraphAPI OData. However, the customer's 365 Administrator must create a Security Group specifically for OData access control.
    • Additionally, the administrator needs to associate the Enterprise Application with this group, enabling the IQ service to integrate with Microsoft GraphAPI and access the OData of the group's members.

    • If a user who is not part of this group attempts to enable IQ signature capture and scrape their email signature, they may encounter the following error:


       

Administrators: Configure Users for Signature Capture

The Tenant Administrator can create an access group to enable a specific set of users to have access to IQ Signature Capture.

  1. Go to Microsoft Azure > Groups
  2. Search for the Mail Enabled Security Group IQSignatureCaptureUsers

  3. Add Members to this group to enable the sync.

    The user is required to have a valid Exchange license AND be a member of the Mail Enabled Security Group.

  4. In InterAction+ go to Firm Settings > Score and Signature Capture > Users and search for the user you wish to enable.
  5. Click the checkbox next to the user or users name(s) and click Actions > Enable.
  6. The enabled user can now to go Settings > IQ Sync and manage their individual settings

New Contact Review Key Features

  1. Comprehensive Contact Information: The page displays all relevant details about the new contact, including the signature block prominently displayed at the top for easy reference and data entry.
  2. Automatic Company Association Based on Exact Name Match: Once a contact is promoted to the firm, a knows relationships is created between the contact and the users who have interacted with them. This will continuously update as your users enabled for IQ engage with firm contacts.
  3. Quick Edit Functionality: Easily edit and update existing contact information directly from the review page, ensuring accurate and up-to-date records.
    • Add a New Company from this page by clicking + Add New Company from the dropdown menu and filling out the Company Quick Add form.
  4. Historical IQ Contact Details: Click this tab to access a historical view of all IQ contacts captured for your firm, providing valuable context and insights.
  5. Bulk and Single Add to Firm: Efficiently add multiple contacts or individual contacts to your firm's contact list with just a few clicks.
  6. Bulk Add or Single Add Contacts to a List: Once promoted, you can add contacts created by IQ to all relevant lists.
  7.  Delete Option: Remove unwanted or duplicate contacts directly from the review page, maintaining a clean and organized contact database.
  8. IQ NCR Suggestions: List of Contact Review suggestions from users who have IQ Sync enabled. Click View Details to view the full list with timestamps.

For more information, see New Contact Review.

Exclusion List Key Features

Data Stewards can now also exclude specific domains from which contacts should not be updated or created. This helps respect end-user privacy and maintain data quality. Simply add the domains you want to exclude on this tab under Data Management, and the process will automatically prevent contacts from those domains from being captured. Data Stewards have the ability to add up to 10 excluded domains.

For more information, see Exclusion List.

Lookback Harvesting

Firm Administrators can use Lookback Harvesting to backfill email signatures for Signature Capture.

This is useful when:

  • New users join the firm and need historic signature capture.
  • Signature Capture needs to be recaptured after an outage.
  • Administrators want to close gaps in available signature data.

Lookback Harvesting helps maximize the available data captured for signatures by allowing administrators to harvest from a past date range instead of only capturing signatures going forward.

Lookback Harvesting limits and behavior

Review the following limits and behavior before running Lookback Harvesting.

Item Details
Where it is enabled Lookback Harvesting is enabled from the Score and Signature Capture users grid.
When it is used The action is performed as needed on an ad hoc basis.
Maximum harvesting window The maximum window permitted for one harvesting action is 90 days.
Earliest allowed start date The earliest allowed start date is 180 days ago.
Harvesting the full 180 days To harvest the full 180 days, the user must be harvested twice.
Maximum users Lookback Harvesting can be performed for a maximum of 50 users at a time.
Status progression The past-dated sync status changes from Queued to Syncing to Completed.
Harvesting order Signatures are harvested in reverse chronological order so the most recent signature versions are captured first.
Duplicate handling Duplicate skipping is built in.

Run Lookback Harvesting

  1. Go to Firm Settings > Signature Capture > Users.

  2. Select the user or users for Signature Capture using the selection check boxes.
  3. From the Actions menu, start Lookback Harvesting.

  4. Choose the timeframe.

  5. Monitor the past-dated sync status as it changes from:
    • Queued
    • Syncing

    • Completed

After harvesting completes

After Lookback Harvesting completes, potential new contacts are available in Contacts > Review New Contacts > Signature Capture Pending Review.

Data stewards can then review the captured contacts and decide which contacts should be promoted, updated, deleted, or added to relevant lists.