Avoma can now auto-sync meeting notes to your connected CRM. Anytime you make an edit or addition to your notes in Avoma, the field within your CRM will be instantly updated.
To continue to automate routine meeting tasks, and allow you to focus on high-level activities.
While in the Notes tab, you will see a CRM sync button. By default, you can manually initiate a sync anytime by pressing the sync button, and “last sync time” will be displayed.
To enable auto-sync, turn on the feature within your CRM settings: Avoma Sidebar Menu > Your Profile Name > Settings > CRM
With tis feature turned on, your Avoma meeting notes will be automatically synced to your CRM five seconds after every edit.
Note: The meeting notes field within your CRM customer profile should always be edited within Avoma. If changes are made to this field from within the CRM, those changes will be over-written by any future edits to the meeting notes in Avoma.
Users can now edit speaker labels in call recordings and transcripts.
To give users more control, and also to utilize human input to train our AI and improve auto-labeling accuracy.
Within Avoma, known meeting participant info is used to auto-label the "speaker" for each section of the transcript. In the even that the speaker name is unknown or inaccurate, you can now adjust it manually. Simply hover your cursor over the speaker name to reveal the option to edit, and chose from the drop down list of meeting participants. Trends and insights dashboards will automatically update based on any changes you make to existing speaker labels.