How to Build Your Own Avoma

Regenerate AI notes up to 2 times per meeting with standard templates or 4 times with custom templates

Automatically generate meeting notes with custom templates for different meeting types

Review topics of interest with AI-generated bookmarks of key topics in the recording

Create custom note templates with custom smart topics in addition to 10+ default templates

Track keywords and topics accurately with semantic matching and custom keyword trackers

Automatic high-quality audio and video recording of meetings with multiple playback speeds

Support for both bot-less native recording and bot-based recording methods

Bulk import of pre-recorded audio or video files with possible one-time fees

Download meeting recordings for local storage and offline access

Create live bookmarks during meetings with custom keywords and trigger phrases

White-glove onboarding and training service with Avoma experts

Dedicated customer success manager for onboarding, training, and ongoing support

Designated success manager assigned to your account for personalized support

Email support for customer inquiries and technical issues

Comprehensive self-service knowledge base and help documentation

Get visibility into the team's usage, engagement, and ROI across meetings and recordings

Dashboard showing recording activity and usage metrics with 7-day, 30-day, or unlimited view options

Track team engagement metrics across meetings and recordings with time-based filtering

Track member performance trends and metrics over time with visual dashboards

Detailed insights into recording usage and patterns with time-based filtering

Customize data retention policies for your organization's compliance needs

Detailed audit logs for tracking access and changes to security-sensitive operations

HIPAA compliance certification for healthcare industry requirements

Data Processing Agreements signed with customers for compliance and data protection

Custom permissions for internal vs external meetings with private, team, organization, and public access levels

API access for custom integrations and automation workflows

Automatically sync Google Calendar and Microsoft Outlook Calendar events for recording

Browser extension for easy access to Avoma features and scheduling links

iPhone and Android apps for accessing recordings, notes, and scheduling on mobile devices

Send AI-generated follow-up emails directly from your email outbox

Automatically track and score Sales methodologies like MEDDIC, BANT, SPICED, and Sandler

Get AI-generated objective Win-Loss analysis for every deal to understand outcomes

Get risk alerts based on conversations and CRM engagement for proactive deal management

Centralized view for reviewing and managing deal pipeline with real-time insights

Submit accurate revenue forecasts based on Deal Risk score with roll-up and aggregated forecasting

Automate call coaching and scoring for 100% coverage using AI with custom scorecards

Analytics on interaction and talk-pattern skills with customizable time windows

Rule-based automatic curation of playlists based on custom criteria

Manually curate playlists of recordings for team review and learning

Clone your top performers by learning their talk patterns, trends, and interaction skills