Avoma Configuration (For Admins)

Learn how to setup and configure the Avoma System for the organization.

• Connect Avoma to Your CRM
• Mapping CRM Fields
• Avoma Privacy Settings
• How to manage Recorder Seats, Free Users, and Add-Ons in Avoma
• How Avoma pricing works: Recorder Seats, Free Users, and optional Add-Ons
• Understanding User Roles in Avoma
• How to invite a new member to Avoma
• How to set up or manage teams in Avoma
• Set Up Dialer Settings in Avoma
• How to Customize your Smart Topics
• How to create a new template?
• How to use meeting Purposes & Outcomes
• 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