Learn how you can make the most out of Purposes and Outcomes in your Avoma meetings.
Purposes and outcomes are a great way to help organize the variety of meetings that you and your team attend every day. You'll see these purposes and outcomes listed next to each meeting type from your main workbench.
NOTE: Avoma picks up on the purposes automatically based on the meeting title. If it doesn't pick up the purpose, you can manually select one.
If you want to filter back to any of your meetings, you can search for that purpose and review those specifically.
Using the Purpose with a Template
Once a purpose is associated with a meeting, a corresponding template can apply automatically based on the type or context of the meeting. Avoma can apply a set of discussion categories and trigger prompts automatically to help guide an organic, impactful conversation.
About Outcomes
Similarly, Outcomes can be manually select as well. This allows you to filter and dig into results more accurately and in depth. While outcomes do not automatically apply post meetings, you can setup some automation when using a dialer by submitting an outcome to apply to all calls.
If you have any additional questions, reach out to our team at help@avoma.com