Setting Up Avoma
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      The Avoma Quick Start Guide

      Getting Started with Your New Account

      Welcome to Avoma! We're excited to help you optimize your meetings. This guide will walk you through the Avoma Quick Start process to get your account setup with your personal preferences.

       

      Get signed up at app.avoma.com/signup and navigate to your Quick Start setup, found on the left-hand side of your Avoma navigation menu, to begin optimizing your meeting experience.

       

      Step 1: Connect Your Calendar

      Connecting your calendar allows Avoma to automatically sync your meetings, which facilitates recording, transcription, and analysis.  Automatic syncing saves you time and ensures no meetings are missed.

      How to Connect Your Calendar:

      1. Click on the first "Calendar Integration" and select your calendar provider (Google Calendar, Outlook)
      2. Follow the prompts to grant Avoma access to your calendar

      Step 2: Set Up Automatic Recording and Conferencing Preferences

      This step ensures that your meetings are recorded and transcribed automatically according to your preferences.Automatic recording and transcription eliminate the need to remember to start and stop recordings, ensuring comprehensive records of your meetings.

      How to Set Preferences:

      1. Navigate to the second "Preferences" section and determine what meetings should be automatically recorded by Avoma. Options include:
        • External meetings (meetings with participants NOT in your organization)
        • Internal meetings (meetings with ONLY participants in your organization)
        • Meetings hosted by you
        • Meetings that you join as a participant 

      2. If you have a paid Zoom account, be sure to follow these additional steps: 
        • Authenticate your Zoom account with Avoma
        • Click into Configure to enable Zoom Cloud, Cloud Recording and Automatic Recording
        • Download the Avoma Zoom app for a better meeting experience

       

      Step 3: Create Your Voiceprint 

      Creating a voiceprint allows Avoma to accurately distinguish your voice from others, enhancing transcription accuracy. Improved transcription accuracy leads to better meeting notes and actionable insights.

      How to Create Your Voiceprint:

      1. Select the third "Voiceprint” section and follow the on-screen instructions to record a sample of your voice.
      2. Tips: Speak clearly and in a quiet environment for the best results. You may record multiple samples if prompted to ensure accuracy.

      Step 4: Connect Your CRM (Admin Only)

      For Business licenses and above, integrating your CRM with Avoma ensures that all meeting notes, action items, and insights are automatically synced, keeping all relevant information in one place. A seamless integration streamlines your workflow, ensuring that your CRM is updated with the latest meeting data for all members of your organization.

      * Note: this step must be completed by a user who is both an Avoma Admin and CRM Admin. 

      How to Connect Your CRM:

      1. Navigate to the last CRM Integration and select your CRM provider (Salesforce, HubSpot, Zoho, Pipedrive, or Copper).
      2. Follow prompts to connect and grant Avoma access to your CRM

      Explore Default Configurations 

      To help you get started and accelerate your use of Avoma, we have populated some default configuration for you, including initial Smart Categories, Templates, and Playlists for you to configure further:

      • Categories and Trigger Prompts - We have populated certain categories with prompts, including: Referral Source, Background, Current Workflow, Business Need, Impact, Feature Mention, Team Size, Competitor, Budget, Decision Making, Timeline, Risk, Action items
      • Templates - We populated a set of Templates, including, Discovery, Demo, Follow up, Kick-Off, Check In, Support, 1:1
      • Playlists - We populated a set of Playlists, including Feature Requests, Positive Customer Feedback, Negative Customer Feedback, Best Cold Calls, Best Discovery Calls, Best Demo Calls, Best Customer Kick-off Calls, Best Negotiation Moments, Best Competitor Handling, Best Pricing Objective Handling, All Hands, New Employee Onboarding, Sales Team Onboarding, Customer Success Team Onboarding, New Product Launch Trainings

       

      Need Help?

      If you have any questions or need further assistance, contact our support team at support@avoma.com.

       

      Welcome aboard, and happy meeting!