Avoma Configuration (Admins)
Learn how to setup and configure the Avoma System for the organization.
Authentication
User and access management
Recording, privacy, compliance
- How to comply with recording compliance laws in Avoma
- Avoma meeting privacy explained: Private, Team, Organization, and Public Access
- How to manage organization-wide privacy and security settings
- How to manage organization-wide recording settings with Avoma
- How to configure Avoma Bot settings with Appearance and recording disclosures
Integrations & tool connections
Billing and license management
Meeting Assistant configuration
- How to create and manage Meeting Purposes and Outcomes
- How to set Meeting Purposes and Outcomes with Automations
- 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 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