Avoma Configuration (Admins)
Learn how to setup and configure the Avoma System for the organization.
- How to invite new members to Avoma
- How to configure your deal methodology
- How to manage Admin roles in Avoma
- How to set up Avoma workspace with users, roles, licenses, and teams
- How to assign the right role (Admin, Member, Guest) in Avoma
- How to set up and manage teams in Avoma
- How Avoma pricing works: Recorder Seats, Free Users, and optional Add-Ons
- How to manage Recorder Seats, Free Users, and Add-Ons in Avoma
- Avoma meeting privacy explained: Private, Team, Organization, and Public Access
- How to configure Avoma Bot settings with Appearance and recording disclosures
- How to manage organization-wide privacy and security settings
- How to manage organization-wide recording settings with Avoma
- Set Up Dialer Settings in Avoma
- Connect Avoma to Your CRM
- How to set up bi-directional CRM sync
- How to set up bi-directional CRM sync for HubSpot
- How to set up bi-directional data sync with Salesforce
- Understanding and setting up Automations
- How to create and manage Meeting Purposes and Outcomes
- How to set Meeting Purposes and Outcomes with Automations
- How to create Scorecards
- How to set up Answer Cards
- What are Smart Topics, Prompts, Trigger Prompts, Keywords, and Smart Trackers
- How to configure Smart Topics
- How to create new Templates and Collections
- How to add or update payment information in Avoma
- Can Avoma Admins access other users' meetings?
- Microsoft Admin Consent Workflow for approving Avoma
- Smart Trackers: Track Ideas and Concepts with AI
- Avoma Integration with Google and Microsoft Groups
- How to comply with recording compliance laws in Avoma