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
- Understanding the Meetings page
- First steps for Members
- First steps for Admins
- Collaborating in Avoma
Before you beginDepending 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.
|
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 and Keyboard shortcuts to get oriented quickly.
Here's what each section of the left nav contains:
Meetings — Your central workspace for recorded meetings, transcripts, AI notes, summaries, and collaboration. See Finding meetings within Avoma overview, Using browse to find a meeting, Filtering for a meeting, and Calendar view in Avoma.
Calls — Access imported calls, dialer recordings, and conversation activity. See Call management, Reviewing imported calls in Avoma, and How to review dialer calls in Avoma.
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, Creating a playlist, and How to add items to a playlist.
Scheduler — Create scheduling pages and manage meeting availability. See How to create and view scheduling pages, Creating a group scheduling page, and Best practices with the Avoma scheduler.
Coaching — Review coaching workflows, scorecards, and conversation feedback. See How to create scorecards, Using the Avoma scorecards, and Using Avoma AI coaching assistant.
Conversation Insights — Analyze trends, topics, and conversation patterns. See Conversation insights topics, Conversation insights trackers, Custom tracker category search, and Topic intelligence.
Revenue Insights — Track deals, forecasts, and pipeline health (available on supported plans). See Guide to forecast tool, Forecast settings, and Customize deal views.
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, Prompt library, and Scheduled prompts in Ask Avoma.
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 or contact Avoma for help.
Settings — Manage your personal, admin preferences, notifications, integrations, recording preferences, scheduler settings, and workspace configuration. See Managing your profile settings, Avoma notification settings, Calendar settings, and CRM settings.
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 and Best practices for creating filters for more details. To check what's coming up, see Review your upcoming meetings.
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.
First steps for Members
Complete these setup steps to start recording and analyzing meetings.
-
Create your account and connect your calendar. Connect Google Calendar or Microsoft Outlook so Avoma can automatically detect meetings. See Create an account, How to set up Avoma as a member, Avoma integration with calendar, and Calendar settings.
-
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, Avoma integration with Zoom, Avoma Chrome extension for Google Meet, and How Avoma joins and records your meetings.
-
Configure your personal preferences. Set your notifications, voiceprint settings, and meeting preferences. See Voice print settings, Avoma notification settings, and Managing your profile settings.
-
Capture your first meeting. Once setup is complete, Avoma can automatically join and record meetings. See Enable automatic recording for a meeting, How to record an impromptu meeting, and How to record meetings without calendar connection.
-
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, AI generated notes, AI generated key takeaways, and Leveraging smart topics.
First steps for Admins
Admins should complete organization-wide setup before onboarding teams.
-
Configure authentication and access. Set up SSO, provisioning, and workspace authentication. See Set up SSO with JumpCloud for Avoma, Set up SSO with Okta for Avoma, Set up SSO using Azure AD for Avoma, Set up SSO with Rippling SAML for Avoma, and Microsoft admin consent workflow.
-
Set up users and teams. Invite members and configure roles and permissions. See Set up workspace users, roles, licenses, and teams, Invite new members, How to set up teams, and Admin management.
-
Configure recording, privacy, and compliance. Set organization-wide recording, privacy, and compliance settings. See Manage organization-wide recording settings, Manage organization-wide privacy and security settings, How Avoma complies with recording laws, and Meeting privacy.
-
Connect organization-wide integrations. Integrate calendars, conferencing tools, CRMs, dialers, and collaboration tools. See Google integration workspace-wide connection, Microsoft integration workspace-wide connection, Connecting to your CRM, Slack integration setup guide, and API documentation.
-
Configure workflows and intelligence. Customize templates, automations, scorecards, trackers, and CRM sync settings. See Understanding automations in Avoma, How to create templates, Create meeting purposes & outcomes, CRM sync for Salesforce, and CRM sync for HubSpot.
Collaborating in Avoma
Avoma includes several collaboration features to help teams align around customer conversations. See Comments, How to comment on a meeting, Conversation sharing, How to share a meeting from Avoma, and Share meeting notes.
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.
- 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? for a full checklist.
If recordings are still missing, contact support.
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 for common fixes.
- If you're using a browser-based tool, see Enabling third-party cookies.
- For bot-specific behavior, see Configure Avoma bot settings.
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.
- Check whether the feature requires a specific plan or add-on — see Avoma pricing plans.
- 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.