Share your best Ask Avoma prompts with the whole team

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Every team has someone who writes great AI prompts for deal reviews, QBR prep, or call analysis. Those prompts stay locked in their personal account while everyone else starts from scratch.

Now admins can create org-level prompts inside Ask Avoma that show up for every user. Build prompts for the workflows your team runs most, and everyone gets consistent, high-quality output without re-inventing the prompt each time. For inspiration on high-value prompts, see how teams use Ask Avoma to identify buyer personality types and tailor their approach in real time.

For reps, that means faster prep with proven prompts. For managers, it means standardized analysis across the team.

How to create your first org-level prompt: Open Ask Avoma → Saved Prompts → Create New → Set visibility to "Anyone in my organization."

Available on Organization plan and above.

Coming soon: Prompt collections and Avoma-built default prompts.

Ask Avoma now searches the web alongside your meeting data

Revenue conversations need more than internal data. Renewal prep requires competitive context. Pipeline reviews benefit from market benchmarks.

Global Ask Avoma now searches the web alongside your meetings and deal data. You get competitor positioning, market trends, and benchmarks in the same response as your internal conversation insights. Every response includes citation icons so you can click through to the source.

This helps most when you are prepping for a pipeline review or a renewal and your internal data only tells part of the story. Marketing teams can also pull competitive context directly into their workflows. Learn more about how marketers use conversation intelligence to drive growth.

Available on Enterprise plan or with the Conversation Intelligence add-on.

We recently launched the Ask Avoma prompt handbook for sales and CS teams. Download it here.

Know which deals are real with automated methodology scoring and live coaching

Qualification details scatter across calls, emails, and CRM fields. Reps update inconsistently. Managers piece things together during reviews, often too late to change the outcome.

Deal Methodology Intelligence changes that. Avoma evaluates whether reps follow your sales methodology (MEDDICC, BANT, or any custom framework), coaches them live during the call, and scores each deal based on evidence from meetings and emails. If you are building out your methodology for the first time, our MEDDPICC playbook covers implementation end to end.

Reps see where they went deep, where they went shallow, and what to cover next. Leaders get deal-level qualification scores and risk flags without digging through calls or notes. Everything syncs to your CRM automatically.

For a deeper look at how CROs and RevOps teams use these signals in practice, read our guide on revenue intelligence.

Available with the Revenue Intelligence add-on.

Run more focused pipeline reviews with snapshots and priority tabs

Pipeline reviews slow down when you switch between dashboards, filters, and spreadsheets to build a complete picture. By the time you have context, the meeting is halfway over.

The Deal Board now shows a pipeline snapshot at the top of every view: gap to target, commit amount, coverage ratio, average deal size, and more. You see the full picture before diving into individual deals.

Priority tabs let you sort by high value, high risk, weak qualification, no engagement, or overdue, without changing your view or rebuilding filters. You start each review with what requires intervention.

If you run a weekly pipeline review, this keeps things structured. You spot risks earlier and stop missing what matters because you ran out of time. If you are evaluating tools to support this workflow, here is our breakdown of sales pipeline management tools.

Bulk manage members across Zoom, Google, or Microsoft Workspaces

Updating integration settings one account at a time wastes time, especially when onboarding a new team or running a periodic audit.

Admins can now filter members by team, license type, or connection status, then bulk update calendar, email, and recording settings for everyone in that filtered view or all members at once.

How to set it up: Go to Settings → Integrations → [Integration] Configuration → Members tab.

Available to admins on Organization plan and above.

Smarter scoring, faster reviews, stronger pipeline visibility

These updates build on Avoma's all-in-one revenue intelligence platform so Sales, CS, RevOps, and Enablement teams work from the same conversation, deal, and CRM data. Methodology adoption stays consistent. Pipeline reviews stay focused. The insights that drive decisions reach the right people faster.

Missed last month? Catch up on the February 2026 product updates or explore the full 2025 product recap.

If you want to see these workflows on your own calls and deals, schedule a demo and our product experts will walk you through the platform.