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:

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:

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