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 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:
Please note that you need to be an Admin within Avoma to connect to Outreach. Users from your organization need to connect individually to Outreach.
You should see a confirmation message for successful authorization.
Now you 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.
Avoma will start analyzing calls for only members who have signed up with Avoma.
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.
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:
Disconnect Instructions
Disconnnect from Avoma App
- Curretly we do not support the disconnect request from the UI
- Please write to us and we will disconnect your Outreach account from Avoma