Overview
Avoma is a conversation intelligence solution for Sales and Customer Success teams to transcribe, summarize, and analyze customer calls and meetings.
Avoma Account Setup
To use Avoma’s conversation intelligence functionality for your GoTo Connect account, please follow these step-by-step instructions:
1. Create Avoma Account
First, you need to create an account on Avoma by signing up from this page: https://app.avoma.com/signup. You can sign up to Avoma with your work email address using Gmail and Microsoft/Outlook.
2. Connect GoTo Connect with Avoma
We need the following details to connect
Navigate to dialer section: https://app.avoma.com/settings/dialer
On the GoTo Connect card click on connect.
Once you click on connect it will ask you to authenticate with your account in GoTo Connect
If asked for call data access, please click on approve.
This would connect your GoTo Connect with avoma
Once connected you should see it as connected
The sync frequency for this is every 30 minutes.
For the calls to be available and processed in avoma, if call owners have a premium or higher plan within Avoma and have same email address in GoTo Connect and Avoma
3. Invite Team
If you want your team’s GoTo Connect call to be analyzed in Avoma, then invite your team members to Avoma from the Users page: https://app.avoma.com/settings/users.
Avoma will start analyzing calls for only members who have signed up with Avoma.
Everyday Usage
1. Review Summarized Notes & Call Analysis in Avoma
Once Avoma gets the specific recording file, it transcribes and analyzes each call so you can find important nuggets of information easily.
In the Avoma application, you can see:
- Summarized notes with Next Steps, Questions Asked, and more details.
- Full call transcript
- Different speakers identified with their Talk time
- Different topics detected
- Coaching insights like how many times you used filler words
You can also edit summarized notes in Avoma and add any missing details. If you have CRM connected with Avoma, the notes will be attached to the appropriate CRM Object(Account/Company, Deal/Opportunity, Contact/Lead)
You can see different Topics and Speakers identified in the call from the Analysis tab:
You can also see key conversation insights like filler words, key topics discussed, etc. from each call from the Insights tab:
