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Agent Builder: Custom AI agents for revenue teams
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Product
Meeting Assistant
Meeting Recording
Auto-record video and audio across all conferencing tools
AI Meeting Transcription
Capture real-time, speaker identified transcripts
Meeting Notes & Summaries
Generate structured AI summaries instantly
CRM Data Entry
Push meeting data to your CRM without manual work
Scheduler & Lead Router
Lead Routing
Real-time, speaker-identified transcripts for every call
Sales Call Scheduling
Let prospects book time without any back-and-forth
Meeting Reminders
Automate reminders to never miss a call
Conversation Intelligence
Sales Call Scoring
Automatically score every call against your playbook
Al Sales Coaching
Deliver personalized coaching at scale for your team
Real-time Sales Guidance
Surface battlecards and prompts live during calls
Revenue Intelligence
Sales Forecasting
Build reliable revenue forecasts from live deal signals
Pipeline Management
Visualise deal health and forecast with confidence
Win-Loss Analysis
Understand exactly why deals are won or lost
Sales Performance Management
Track quota attainment and rep performance in real time
Customer Churn Prediction
Predict at-risk accounts and take action early
Agentic Platform
New
Ask Avoma
Get instant answers from every conversation
MCP
Connect Avoma to Al tools and agents
API Platform
Explore Avoma APIs and developer documentation
Solutions
NEW
By Role
RevOps Leaders
Unify pipeline data and conversation insights
Sales Leaders
Drive revenue with full pipeline visibility
Sales Enablement
Build programs that actually move the needle
Customer Success Leaders
Identify churn risk early with conversation signals
Account Executives
Less admin, more time closing
by team size
Enterprise
Deep integrations, security, and admin controls
Mid-Market
Standardise coaching and forecasting across your org
SMB
Pipeline visibility and rep ramp speed at scale
By use case
NEW
Sales Coaching
Personalised feedback at scale
Deal Execution
Spot pipeline risk before review day
Pipeline Management
Spot pipeline risk before review day
Sales Forecasting
Commit a forecast you can defend
Win-Loss & Competitive Intelligence
Learn why you win and lose deals
Customer Retention
Catch churn risk while you can still act
By execution method
NEW
Native feature
Already available in the product
Skill
Apply a specialized analysis framework
Prompt
Run it whenever you need an answer
Scheduled workflow
Runs when something happens or on a schedule
Agent
Avoma keeps watch and acts when needed
Revenue Execution Tasks
Integrations
CONFERENCING
Zoom
Record, transcribe, and analyse Zoom meeting
Google Meet
Full Avoma coverage for Google Meet calls
Microsoft Teams
Bring Al meeting intelligence into Teams
GoToMeeting
Record and summarize GoToMeeting meetings
Highfive
Record and summarize Highfive meetings
crm
Salesforce
Push call data, notes, and tasks to Salesforce automatically
HubSpot
Sync meeting summaries and activities to HubSpot
Pipedrive
Auto-log call notes and follow-ups in Pipedrive
Copper
Sync meeting notes with Copper
ZenDesk Sell
Sync calls with Zendesk Sell
Zoho CRM
Keep Zoho contacts and deals updated after every call
dialer
Aircall
Capture and analyse every Aircall conversation
Dialpad
Capture and analyze Dialpad conversations
Ring Central
Record and transcribe RingCentral calls automatically
Zoom Phone
Record and transcribe Zoom Phone calls
Groove
Sync meeting insights with Groove
Outreach
Sync meeting insights with Outreach
collaboration
Slack
Send meeting summaries and alerts to Slack channels
ClickUp
Send action items to ClickUp
Microsoft Teams Chat
Share meeting summaries in Teams Chat
Learn
Learn
Blog
Tactics, frameworks, and insights for revenue teams
Case Studies
See how revenue teams use Avoma to drive results
Webinars
Live and on-demand sessions with product and industry experts
Podcast
Conversations with sales and CS leaders on what's working
guides
Playbooks
Step-by-step templates for your most important workflows
Software Comparisons
See how Avoma stacks up against other tools
Books
In-depth guides on sales, CS, and revenue operations
quick links
Help Documentation
Step-by-step guides to get the most out of Avoma
Company
Our mission, team, and the story behind the product
Pricing
MCP
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Stephen Cann
Sales
When and how to challenge your prospects?
Sales Playbook
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by
Stephen Cann
When and how to challenge your prospects?
Sales Playbook
Dec 12, 2024
by
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