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      Avoma Integration with Salesloft

      Get Conversation Intelligence for Salesloft Calls using Avoma

      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 Kixie 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 Salesloft with Avoma

      You need to authorize Avoma to access Salesloft calls by clicking on the "Connect to Salesloft" button on the Dialer Settings page:

      NOTE: To ensure proper integration, it is recommended that the email used to sign up for Avoma matches the email associated with the system being integrated.

      3. Invite Team

      If you want your team’s RingCentral call to be analyzed in Avoma, then invite your team members to Avoma from the Users page: https://app.avoma.com/settings/users.

      4. Enable Call Recording in Salesloft

      NOTE: Please note that this is an essential step required for the Avoma-Salesloft integration to work seamlessly. "Call Recording" must be elabled in Salesloft so that calls are automatically recorded and Avoma can pull these calls for processing. Check this help article for more information. 

      1. Go to your Salesloft admin portal.
      2. In the settings section, you will find a tab named "Call Recordings"
      3. Use the toggle located below Enable Recording to enable/disable the ability to record calls for your entire team. 
        Enable Call Recording 1.1.png 

      Now Avoma will start analyzing all calls for members connected to Avoma application.

      NOTE: To ensure proper integration, it is recommended that the email used to sign up for Avoma matches the email associated with the system being integrated.

      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: