---
title: Get started with Avoma
description: This guide helps new Avoma Members and Admins navigate the workspace and complete the setup steps needed to start recording and reviewing meetings.
---

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2. [Avoma Quick Start](https://help.avoma.com/avoma-quick-start?hsLang=en)

# Get started with Avoma

## This guide walks new Members and Admins through the Avoma workspace layout and the setup steps needed to start capturing and reviewing meetings.

Avoma is a meeting, conversation, and revenue intelligence platform that records, transcribes, and analyzes your conversations so you can focus on the work that follows.

This guide is for anyone who has just joined an Avoma workspace, whether you're a Member setting up your first recordings or an Admin configuring Avoma for your organization.

Use it to orient yourself, complete the first-time setup, and get to your first recorded meeting quickly.

---

#### Table of Contents

- [What you'll see when you first log in](https://help.avoma.com/get-started-with-avoma#first-view)
- [Understanding the Meetings page](https://help.avoma.com/get-started-with-avoma#meeting-page)
- [First steps for Members](https://help.avoma.com/get-started-with-avoma#for-members)
- [First steps for Admins](https://help.avoma.com/get-started-with-avoma#for-admins)
- [Collaborating in Avoma](https://help.avoma.com/get-started-with-avoma#collaboration)

| #### Before you begin Depending on your role, workspace permissions, subscription plan, and enabled products and integrations, your Avoma workspace may look slightly different from the examples in this guide. Some navigation items and features are only visible to certain users or plan levels. - Features such as SSO, Revenue Intelligence, Conversation Intelligence, Coaching, and advanced admin controls may only be available on specific plans. - See [How to assign the right role (Admin, Member, Guest)](https://help.avoma.com/managing-user-roles-in-avoma?hsLang=en) to confirm your access level. - See [What is a viewer or collaborator?](https://help.avoma.com/what-is-a-viewer-or-collaborator?hsLang=en) for non-seat user types. - See [Avoma pricing plans](https://help.avoma.com/avoma-pricing-recorder-seats-free-users-add-ons?hsLang=en) if you're unsure which plan your workspace is on. |
| --- |

### What you'll see when you first log in

After signing in, you'll land in the main Avoma workspace where you can access meetings, conversations, tasks, insights, and settings.

The left navigation menu is your primary way to move through Avoma.

See [Understanding the left navigation menu](https://help.avoma.com/understanding-the-left-navigation-menu?hsLang=en) and [Keyboard shortcuts](https://help.avoma.com/keyboard-shortcuts?hsLang=en) to get oriented quickly.

Here's what each section of the left nav contains:

![Avoma app navigation](https://help.avoma.com/hs-fs/hubfs/Avoma%20app%20navigation.webp?width=670&height=606&name=Avoma%20app%20navigation.webp)

**Meetings** — Your central workspace for recorded meetings, transcripts, AI notes, summaries, and collaboration. See [Finding meetings within Avoma overview](https://help.avoma.com/finding-meetings-within-avoma-overview?hsLang=en), [Using browse to find a meeting](https://help.avoma.com/using-browse-to-find-a-meeting?hsLang=en), [Filtering for a meeting](https://help.avoma.com/filtering-for-a-meeting?hsLang=en), and [Calendar view in Avoma](https://help.avoma.com/calendar-view-in-avoma-daily-and-weekly?hsLang=en).

**Calls** — Access imported calls, dialer recordings, and conversation activity. See [Call management](https://help.avoma.com/call-management?hsLang=en), [Reviewing imported calls in Avoma](https://help.avoma.com/reviewing-imported-calls-in-avoma?hsLang=en), and [How to review dialer calls in Avoma](https://help.avoma.com/how-to-review-dialer-calls-in-avoma?hsLang=en).

**Tasks** — Track follow-ups and action items generated from meetings with Avoma's AI Tasks.

**Playlists** — Organize and share collections of meetings for coaching, onboarding, or collaboration. See [Playlists overview](https://help.avoma.com/playlists?hsLang=en), [Creating a playlist](https://help.avoma.com/creating-a-playlist?hsLang=en), and [How to add items to a playlist](https://help.avoma.com/how-to-add-items-to-a-playlist?hsLang=en).

**Scheduler** — Create scheduling pages and manage meeting availability. See [How to create and view scheduling pages](https://help.avoma.com/how-to-create-and-view-scheduling-pages?hsLang=en), [Creating a group scheduling page](https://help.avoma.com/creating-a-group-scheduling-page?hsLang=en), and [Best practices with the Avoma scheduler](https://help.avoma.com/best-practices-with-the-avoma-scheduler?hsLang=en).

**Coaching** — Review coaching workflows, scorecards, and conversation feedback. See [How to create scorecards](https://help.avoma.com/how-to-create-scorecards?hsLang=en), [Using the Avoma scorecards](https://help.avoma.com/using-the-avoma-scorecards?hsLang=en), and [Using Avoma AI coaching assistant](https://help.avoma.com/using-avoma-ai-coaching-assistant?hsLang=en).

**Conversation Insights** — Analyze trends, topics, and conversation patterns. See [Conversation insights topics](https://help.avoma.com/conversation-insights-topics?hsLang=en), [Conversation insights trackers](https://help.avoma.com/conversation-insights-trackers?hsLang=en), [Custom tracker category search](https://help.avoma.com/custom-tracker-category-search?hsLang=en), and [Topic intelligence](https://help.avoma.com/topic-intelligence?hsLang=en).

**Revenue Insights** — Track deals, forecasts, and pipeline health (available on supported plans). See [Guide to forecast tool](https://help.avoma.com/guide-to-forecast-tool?hsLang=en), [Forecast settings](https://help.avoma.com/forecast-settings?hsLang=en), and [Customize deal views](https://help.avoma.com/customize-deal-views?hsLang=en).

**Ask Avoma** — Use AI-powered search and prompts to find answers across your conversations, meetings, synced emails, and CRM-related workflows. See [Global Ask Avoma](https://help.avoma.com/global-ask-avoma?hsLang=en), [Prompt library](https://help.avoma.com/prompt-library?hsLang=en), and [Scheduled prompts in Ask Avoma](https://help.avoma.com/scheduled-prompts-in-ask-avoma?hsLang=en).

**Apps** — Links to download the Avoma app on Android, iOS, or use the Chrome extension. 

**Quick Start** — Access onboarding flows, setup guidance, and recommended steps for getting started with Avoma quickly.

**What's New** — Stay updated on newly released features, product improvements, and workflow enhancements.

**Help** — Browse help documentation, setup guides, troubleshooting resources, and support content. You can also [refer a friend to earn commission](https://app.avoma.com/referrals) or [contact Avoma for help](mailto:help@avoma.com).

**Settings** — Manage your personal, admin preferences, notifications, integrations, recording preferences, scheduler settings, and workspace configuration. See [Managing your profile settings](https://help.avoma.com/managing-your-profile-settings?hsLang=en), [Avoma notification settings](https://help.avoma.com/avoma-notification-settings?hsLang=en), [Calendar settings](https://help.avoma.com/calendar-settings?hsLang=en), and [CRM settings](https://help.avoma.com/crm-settings?hsLang=en).

![Avoma app settings tab for admins and members](https://help.avoma.com/hs-fs/hubfs/Avoma%20app%20settings%20tab%20for%20admins%20and%20members.gif?width=670&height=381&name=Avoma%20app%20settings%20tab%20for%20admins%20and%20members.gif)

**Your Profile** — Quick access to your personal account.

### Understanding the Meetings page

The Meetings page is where most users spend their time. Here you can:

- Switch between **My Meetings**, **Team Meetings**, and **All Meetings**
- Filter meetings by date range, team, meeting purpose, company, or participants
- Search across meetings and transcripts
- Open recordings, notes, summaries, and tasks

Each meeting entry typically includes the meeting title, date and duration, participants, recording playback, AI-generated notes and topics, tasks and follow-ups, and meeting tags or outcomes.

See [Finding meetings within Avoma overview](https://help.avoma.com/finding-meetings-within-avoma-overview?hsLang=en) and [Best practices for creating filters](https://help.avoma.com/best-practices-for-creating-filters?hsLang=en) for more details. To check what's coming up, see [Review your upcoming meetings](https://help.avoma.com/review-your-upcoming-meetings?hsLang=en).

**Note**: If you've just set up your account, the Meetings page will be empty. Meetings will start appearing once you've connected your calendar, set up recording, and begun scheduling or joining meetings.

### ![Meetings page with the My Meetings / Team Meetings / All Meetings tabs and filter panel](https://help.avoma.com/hs-fs/hubfs/all-meetings-in-avoma.webp?width=670&height=425&name=all-meetings-in-avoma.webp) First steps for Members

Complete these setup steps to start recording and analyzing meetings.

1. **Create your account and connect your calendar.** Connect Google Calendar or Microsoft Outlook so Avoma can automatically detect meetings. See [Create an account](https://help.avoma.com/create-an-account?hsLang=en), [How to set up Avoma as a member](https://help.avoma.com/the-avoma-quick-start-guide?hsLang=en), [Avoma integration with calendar](https://help.avoma.com/avoma-integration-with-calendar?hsLang=en), and [Calendar settings](https://help.avoma.com/calendar-settings?hsLang=en).
2. **Connect conferencing tools.** Connect Zoom, Microsoft Teams, or Google Meet to enable recording and AI note-taking. See [How to configure live streaming in Zoom](https://help.avoma.com/how-to-configure-live-streaming-in-zoom?hsLang=en), [Avoma integration with Zoom](https://help.avoma.com/avoma-integration-with-zoom?hsLang=en), [Avoma Chrome extension for Google Meet](https://help.avoma.com/avoma-chrome-extension-for-google-meet?hsLang=en), and [How Avoma joins and records your meetings](https://help.avoma.com/how-avoma-joins-and-records-your-meetings?hsLang=en).
3. **Configure your personal preferences.** Set your notifications, voiceprint settings, and meeting preferences. See [Voice print settings](https://help.avoma.com/voice-print-settings?hsLang=en), [Avoma notification settings](https://help.avoma.com/avoma-notification-settings?hsLang=en), and [Managing your profile settings](https://help.avoma.com/managing-your-profile-settings?hsLang=en).
4. **Capture your first meeting.** Once setup is complete, Avoma can automatically join and record meetings. See [Enable automatic recording for a meeting](https://help.avoma.com/enable-automatic-recording-for-a-meeting?hsLang=en), [How to record an impromptu meeting](https://help.avoma.com/how-to-record-an-impromptu-meeting?hsLang=en), and [How to record meetings without calendar connection](https://help.avoma.com/how-to-record-meetings-without-calendar-connection?hsLang=en).
5. **Explore AI-generated insights.** After your first meeting, review AI summaries, action items, Smart Topics, key moments, and conversation analytics. See [How to use augmented notes](https://help.avoma.com/how-to-use-augmented-notes?hsLang=en), [AI generated notes](https://help.avoma.com/ai-generated-notes?hsLang=en), [AI generated key takeaways](https://help.avoma.com/ai-generated-key-takeaways?hsLang=en), and [Leveraging smart topics](https://help.avoma.com/leveraging-smart-topics?hsLang=en).

### First steps for Admins

Admins should complete organization-wide setup before onboarding teams.

1. **Configure authentication and access.** Set up SSO, provisioning, and workspace authentication. See [Set up SSO with JumpCloud for Avoma](https://help.avoma.com/setup-single-sign-on-sso-with-jumpcloud-for-your-avoma-accounts?hsLang=en), [Set up SSO with Okta for Avoma](https://help.avoma.com/setup-up-single-sign-on-sso-with-okta-oidc-for-your-avoma-accounts?hsLang=en), [Set up SSO using Azure AD for Avoma](https://help.avoma.com/setup-single-sign-on-sso-using-azure-ad-for-your-avoma-accounts?hsLang=en), [Set up SSO with Rippling SAML for Avoma](https://help.avoma.com/set-up-sso-with-rippling-saml-for-avoma?hsLang=en), and [Microsoft admin consent workflow](https://help.avoma.com/microsoft-admin-consent-workflow?hsLang=en).
2. **Set up users and teams.** Invite members and configure roles and permissions. See [Set up workspace users, roles, licenses, and teams](https://help.avoma.com/set-up-workspace-users-roles-licenses-teams?hsLang=en), [Invite new members](https://help.avoma.com/invite-new-members?hsLang=en), [How to set up teams](https://help.avoma.com/how-to-set-up-teams?hsLang=en), and [Admin management](https://help.avoma.com/admin-management?hsLang=en).
3. **Configure recording, privacy, and compliance.** Set organization-wide recording, privacy, and compliance settings. See [Manage organization-wide recording settings](https://help.avoma.com/manage-organization-wide-recording-settings?hsLang=en), [Manage organization-wide privacy and security settings](https://help.avoma.com/manage-organization-wide-privacy-and-security-settings?hsLang=en), [How Avoma complies with recording laws](https://help.avoma.com/how-avoma-comply-with-recording-laws?hsLang=en), and [Meeting privacy](https://help.avoma.com/meeting-privacy?hsLang=en).
4. **Connect organization-wide integrations.** Integrate calendars, conferencing tools, CRMs, dialers, and collaboration tools. See [Google integration workspace-wide connection](https://help.avoma.com/google-integration-workspace-wide-connection?hsLang=en), [Microsoft integration workspace-wide connection](https://help.avoma.com/microsoft-integration-workspace-wide-connection?hsLang=en), [Connecting to your CRM](https://help.avoma.com/connecting-to-your-crm?hsLang=en), [Slack integration setup guide](https://help.avoma.com/slack-integration-setup-guide?hsLang=en), and [API documentation](https://help.avoma.com/api-documentation?hsLang=en).
5. **Configure workflows and intelligence.** Customize templates, automations, scorecards, trackers, and CRM sync settings. See [Understanding automations in Avoma](https://help.avoma.com/understanding-automations-in-avoma?hsLang=en), [How to create templates](https://help.avoma.com/how-to-create-templates?hsLang=en), [Create meeting purposes & outcomes](https://help.avoma.com/create-meeting-purposes-outcomes?hsLang=en), [CRM sync for Salesforce](https://help.avoma.com/crm-sync-salesforce?hsLang=en), and [CRM sync for HubSpot](https://help.avoma.com/crm-sync-hubspot?hsLang=en).

### Collaborating in Avoma

Avoma includes several collaboration features to help teams align around customer conversations. See [Comments](https://help.avoma.com/comments?hsLang=en), [How to comment on a meeting](https://help.avoma.com/how-to-comment-on-a-meeting?hsLang=en), [Conversation sharing](https://help.avoma.com/conversation-sharing?hsLang=en), [How to share a meeting from Avoma](https://help.avoma.com/how-to-share-a-meeting-from-avoma?hsLang=en), and [Share meeting notes](https://help.avoma.com/share-meeting-notes?hsLang=en).

### Troubleshooting and FAQs

**Why can't I see any recorded meetings after setting up?**

This usually means a step in the calendar or conferencing connection was missed.

- Confirm your calendar is connected under **Settings \> Calendar settings**.
- Verify that automatic recording is enabled — see [Enable automatic recording for a meeting](https://help.avoma.com/enable-automatic-recording-for-a-meeting?hsLang=en).
- Check that your conferencing tool (Zoom, Teams, Google Meet) is connected and that Avoma has permission to join.
- See [Why isn't Avoma showing any recorded meetings?](https://help.avoma.com/why-isnt-avoma-showing-any-recorded-meetings?hsLang=en) for a full checklist.

If recordings are still missing, [contact support](mailto:help@avoma.com).

 

**I'm having issues with call recording or audio quality.**

Most call issues are related to conferencing permissions or bot settings.

- Check that Avoma's bot is not blocked in your conferencing tool settings.
- Review [Troubleshooting call issues](https://help.avoma.com/traoubleshooting-call-issues?hsLang=en) for common fixes.
- If you're using a browser-based tool, see [Enabling third-party cookies](https://help.avoma.com/enabling-third-party-cookies?hsLang=en).
- For bot-specific behavior, see [Configure Avoma bot settings](https://help.avoma.com/configure-avoma-bot-settings?hsLang=en).

 

**Some navigation items or features aren't visible to me.**

Access to certain features depends on your role, plan, and enabled add-ons.

- Confirm your role with your Admin — see [Managing user roles in Avoma](https://help.avoma.com/managing-user-roles-in-avoma?hsLang=en).
- Check whether the feature requires a specific plan or add-on — see [Avoma pricing plans](https://help.avoma.com/avoma-pricing-recorder-seats-free-users-add-ons?hsLang=en).
- Features like Coaching, Revenue Insights, and Conversation Intelligence are add-on products that may not be included in your current plan.

#### Recap

Once you've completed the steps for your role, Avoma will automatically record and analyze your meetings. From here, the focus shifts to building habits around reviewing insights, collaborating on notes, and using the data Avoma surfaces to improve how your team operates.

- [Avoma Configuration (Admins)](https://help.avoma.com/avoma-configuration-admins?hsLang=en#main-content)

    - [Authentication](https://help.avoma.com/avoma-configuration-admins?hsLang=en#authentication)
    - [User and access management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#user-and-access-management)
    - [Recording, privacy, compliance](https://help.avoma.com/avoma-configuration-admins?hsLang=en#recording-privacy-compliance)
    - [Integrations & tool connections](https://help.avoma.com/avoma-configuration-admins?hsLang=en#integrations-tool-connections)
    - [Billing and license management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#billing-and-license-management)
    - [Meeting Assistant configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#meeting-assistant-configuration)
    - [Conversation Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#conversation-intelligence-configuration)
    - [Revenue Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#revenue-intelligence-configuration)
    - [Adoption, usage, and ROI](https://help.avoma.com/avoma-configuration-admins?hsLang=en#adoption-usage-and-roi)
    - [Lead routing configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#lead-routing-configuration)
- [Avoma Configuration (Members)](https://help.avoma.com/avoma-configuration-members?hsLang=en#main-content)

    - [AI Meeting Assistant](https://help.avoma.com/avoma-configuration-members?hsLang=en#ai-meeting-assistant)
- [Avoma Quick Start](https://help.avoma.com/avoma-quick-start?hsLang=en#main-content)

    - [Getting started videos](https://help.avoma.com/avoma-quick-start?hsLang=en#getting-started-videos)
- [Preparing for a Meeting](https://help.avoma.com/preparing-for-a-meeting?hsLang=en)
- [Avoma Scheduler](https://help.avoma.com/avoma-scheduler?hsLang=en)
- [Using Avoma During a Meeting](https://help.avoma.com/using-avoma-during-a-meeting?hsLang=en)
- [After Meeting Workflows](https://help.avoma.com/after-meeting-workflows?hsLang=en#main-content)

    - [Meeting notes sync to CRM](https://help.avoma.com/after-meeting-workflows?hsLang=en#meeting-notes-sync-to-crm)
- [Conversation Insights](https://help.avoma.com/conversation-insights?hsLang=en)
- [Revenue Intelligence](https://help.avoma.com/revenue-intelligence?hsLang=en#main-content)

    - [CRM Field Mapping and Updates](https://help.avoma.com/revenue-intelligence?hsLang=en#crm-field-mapping-and-updates)
    - [Forecast](https://help.avoma.com/revenue-intelligence?hsLang=en#forecast)
    - [AI Win loss Analysis](https://help.avoma.com/revenue-intelligence?hsLang=en#ai-win-loss-analysis)
- [Integrations](https://help.avoma.com/integrations?hsLang=en#main-content)

    - [CRMs](https://help.avoma.com/integrations?hsLang=en#crms)
    - [Conferencing](https://help.avoma.com/integrations?hsLang=en#conferencing)
    - [Dialer](https://help.avoma.com/integrations?hsLang=en#dialer)
    - [Calendar](https://help.avoma.com/integrations?hsLang=en#calendar)
    - [Collaboration](https://help.avoma.com/integrations?hsLang=en#collaboration)
- [FAQs](https://help.avoma.com/faqs?hsLang=en)
- [Best Practices](https://help.avoma.com/best-practices?hsLang=en)
- [Quick Hit Feature Videos](https://help.avoma.com/quick-hit-feature-videos?hsLang=en)
- [Pricing Questions](https://help.avoma.com/pricing-questions?hsLang=en#main-content)

    - [Trial](https://help.avoma.com/pricing-questions?hsLang=en#trial)
    - [Add-Ons](https://help.avoma.com/pricing-questions?hsLang=en#add-ons)
    - [Base Subscription Plans](https://help.avoma.com/pricing-questions?hsLang=en#base-subscription-plans)
    - [Security](https://help.avoma.com/pricing-questions?hsLang=en#security)
- [AI Meeting Assistant](https://help.avoma.com/ai-meeting-assistant?hsLang=en)
- [Meeting Collaboration](https://help.avoma.com/meeting-collaboration?hsLang=en)
- [What's New](https://help.avoma.com/whats-new?hsLang=en)
- [Troubleshooting Call Issues](https://help.avoma.com/troubleshooting-call-issues?hsLang=en)
- [Coaching](https://help.avoma.com/coaching?hsLang=en)
- [Avoma extension](https://help.avoma.com/avoma-extension?hsLang=en)

[![Chill listening crop-3](https://help.avoma.com/hs-fs/hubfs/Avoma_Logo_Dark_Large-2.png?width=100&height=24&name=Avoma_Logo_Dark_Large-2.png "Chill listening crop-3")](https://help.avoma.com?hsLang=en)

Avoma Help Center

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