Avoma Integration with Zoom Phone

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 Zoom Phone 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 Zoom Phone with Avoma

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

 

Please note that you need to be an Admin within Avoma to connect to zoom phone, and you need to be an Admin within Zoom Phone to authorize the access to connect with Avoma.

Once connected to your ZoomPhone account, please enable auto-recording from your zoom account so that calls will be recorded automatically.

 

 

You should see a confirmation message upon successful authorization. 

Now you should see your Zoom Phone account is connected to Avoma’s account.

 

3. Invite Team

If you want your team’s Zoom Phone 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:


 

Uninstallation Instructions

Uninstallation from Avoma App

  1. Navigate to Settings -> Dialer
  2. Locate the Zoom Phone card and click on "Disconnect Zoom Phone"

Uninstallation from the Zoom Marketplace

  1. Login Into your Zoom Account and Navigate to the Zoom Marketplace
  2. Click on Manage -> Installed Apps or search for the Avoma Zoom Phone App.
  3. Important: You might have other Avoma Apps installed in your Zoom Account. Select the correct Avoma Zoom Phone app.
  4. Click on Uninstall