Seamless Synergy: Integrating Outreach with Avoma
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 Outreach 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 Outreach with Avoma
You need to authorize Avoma to access Outreach calls by clicking on the "Connect to Outreach" button on the Dialer Settings page:
You should see a confirmation message for successful authorization, and should see your Outreach account is connected to Avoma’s account.
3. Invite Team
If you want your team’s Outreach calls to be analyzed in Avoma, then invite your team members to Avoma from the Users page: https://app.avoma.com/settings/users.
Please note all the users from your organization whose calls need to be recorded will need to connect individually to Outreach.
4. Enable Call Recording in Outreach
Note : Please note that this is an essential step required for the Avoma-Outreach integration to work seamlessly. "Call Recording" must be enabled in Outreach so that calls are automatically recorded and Avoma can pull these calls for processing. Check this help article for more information.
- Access the Outreach Platform.
- Click on the user's initials in the bottom left corner of the navigation sidebar.
- Click You.
- Click Voice in the menu bar.
- Click to enable the Automatically record all outgoing calls option.
- Click Save
Avoma will start analyzing 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.
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)
Currently we do not support the disconnect request from the UI.
Please write to firstname.lastname@example.org to disconnect your Outreach account from Avoma.