Avoma Configuration (Admins)
Learn how to setup and configure the Avoma System for the organization.
Authentication
User and access management
Recording, privacy, compliance
- For Microsoft Teams admins: Configure cloud recording access for workspace members
- Meeting recording consent: How Avoma helps you stay compliant
- 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
- Actions required from Microsoft admins in Microsoft Entra and Teams admin center to enable Avoma meeting recording
- Google Workspace admin integration & Domain-Wide Delegation | Avoma
- How admins can add the Avoma MCP Connector in ChatGPT
- Microsoft Workspace connection: set up Avoma for your whole organization
- How to connect Avoma to your CRM organization-wide (Admin guide)
- How to set up a dialer integration with Avoma
- How to connect your tools to Avoma using the API
- How to create and manage Scoped API keys
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