Automated Alerts for Slack and Email

Introduction to Alerts

We all operate different workflows and a vast amount of conversation recordings (across teams) data across different conversations always makes it hard to track and look for the phrases, keywords or risks you want to track across you or team’s conversations. 

Avoma’s alerts functionality will help Managers and Leaders track sales and success team’s conversations for the phrases, keywords or risks across their conversations. You can create Email or Slack to easily collaborate and make faster progress. 

The Apps supported for the same functionality are as below

1. Email
2. Slack
3. MS Teams  (Coming Soon)

If you’re looking to integrate any other tools with Avoma. Read at Integrations - Help Center  for more. 

Setting up the Slack Integration

As an Admin of your organization, you can connect your Slack workspace to Avoma account for all members of the organization. 

1. Navigate to Integrations in the left-hand navigation by choosing Settings > Organization > Integrations.
2. Click on the Connect Slack button as part of the App Integrations. This will redirect you to an authentication page.
   1. 
3. Review the view and action permissions, then Click Allow to connect Slack to Avoma. If successful you will see a confirmation screen.

 

How to create a Slack alert 

Where to go: Your Account > Meetings tab 

Who can do this: Any user can create a Slack alert. 

 

Under the meetings tab you’ll find a CTA named Alerts 

Click on Create Alert to start creating your first Slack alert. 

You can add a name for your alert to easily understand what’s the goal of your alert. 

You can choose the visibility to make your alert visible to the org or keep it private.

 

Then you can choose meeting filters to define trigger conditions for your alert.

You can type the phrase or keyword that you’re looking to track from conversations across your organization. 

 

You can then choose more filters like Teams, Conversation purposes, Deal Stages, Said by teammate/ customer, External Meetings etc. to narrow down the conversations where you’re looking to track the above terms. 

Then you can select the frequency and slack channel you want to receive these notifications. For private channels, see section "Sending Slack Alerts to Private Channels". 

Sending Slack alerts to Private channels

To set an alert to a private channel, you can do so after adding the Avoma bot to the private channel by following these steps

 

1. Tag the Avoma bot inside any private channel.

1. Slack will prompt you to invite Avoma to the channel. Select “Invite Them” 

You’ve successfully added Avoma to your private channel. It will take around 15-30 seconds for your channel to reflect on the Avoma app, after which you can send alerts to this private channel.

Viewing a matched result in Slack

Whenever a new conversation matches the keyword saved, a Slack notification will be sent to the set Slack channel.

The Slack notification will provide information about the call, plus identify where in the transcript the keyword was found.

The alert message will contain information such as:

• Meeting subject, time & duration.
• Host & participants
• Associated CRM Company, Contact, Deal (if any)
• Matched transcript text (if any)
• AI-Generated key takeaways of the meeting (if any)

How to create an email alert 

Where to go: Your Account > Meetings tab 

Who can do this: Any user can create an email alert.

Under meetings tab you’ll find a CTA named Alerts 

Click on Create Alert to start creating your first email alert. 

 

You can add a name for your alert to easily understand what’s the goal of your alert. 

You can choose the visibility to make your alert visible to the org or keep it private.

 

Then you can choose meeting filters to define trigger conditions for your alert.

 

You can type the phrase or keyword that you’re looking to track from conversations across your organization. 

 

You can then choose more filters like Teams, Conversation purposes, Deal Stages, Said by teammate/ customer, External Meetings etc. to narrow down the conversations where you’re looking to track the above terms. 

Then you can select the frequency and email recipients you want to receive these notifications. Your Email notification will include the alert owner info so that the receiver will know who’s set it.

Viewing a matched result in an email

Whenever a new conversation matches the keyword saved, an email notification will be sent to the set recipients.

The email notification will provide information about the call, plus identify where in the transcript the keyword was found.

The alert message will contain information such as:

• Meeting subject, time & duration.
• Host & participants
• Associated CRM Company, Contact, Deal (if any)
• Matched transcript text (if any)
• AI-Generated key takeaways of the meeting (if any)

 

If you have any additional questions, please get in touch with our team at help@avoma.com.