Since we opened Avoma for internal meetings, where a majority of those meetings tend to be recurring, e.g. Pipeline Reviews, Daily Standups, Weekly Team Updates, etc., we decided to provide a better experience to manage recurring meetings.
Until now, if you wanted to change any setting for a meeting (e.g. disable recording, make it private, etc.), those changes only affected that particular meeting instance.
But with these new changes, you can update not only a specific meeting instance, but also the entire series.
First of all, you can easily identify which meeting is a recurring or not based on different icons and respective tool tip shown near date and time of the meeting time.
Below example shows the experience when you want to Enable Recording for a particular recurring meeting.
Once you click on Enabling Recording, it will show below options to enable recording only for that meeting instance or that and future meetings in that series.
Here's is another example where you can make a particular recurring meeting Private to your team. To make meeting Private (i.e. visible to only participants) vs visible to your team, look for more details option at the end of the right side of a meeting entry.
Once you click on "Make Meeting Private", you will see below options, with an additional option to make All meetings (i.e. both past and upcoming) from that series Private.
We hope you'll like these changes and it will make your life a whole easier to manage recurring meetings in Avoma.
Let us know if you have any additional feedback, suggestions or face any issues by emailing us at firstname.lastname@example.org.
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.