Avoma
Conversations
What a buyer said on a call stops living only in one rep's memory. Avoma transcribes the meeting, and Revenue Labs turns that transcript into deal state, noting what was agreed and what was raised, so the record reflects the actual conversation.
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Meeting Follow-up·26 meetings followed up today
Following up Harrowgate Systems… ›
TriggerMeeting ended · Harrowgate Systems - Discovery call · $295K, CISO evaluating
Deploy agentDeploying Meeting Follow-up agent on the account
Use skillLoading skills · Meeting Follow-up · Qualification Assessment · CRM Update
Reference memoryReading memory · Sales Process · Discovery & Qualification
ReasoningSentiment came back high and Priya Nair asked unprompted about the implementation timeline, both positive markers, but Paper Process is still the deal’s highest-risk pillar
ActionUpdate CRM state, draft recap email → notify AE in Slack
✓Followed up in 6 seconds ›
Surfaces inWorkspaceviaSlackTeams
Revenue LabsAPP11:22 AM
LIVE
MEETING FOLLOW-UP: Harrowgate Systems | $295K Discovery
WHAT CHANGED
Next Step updated · [Schedule technical deep dive with security team]
Economic Buyer confirmed [Priya Nair, CISO] · Sentiment logged [Positive]
WHAT TO PRIORITISE
Book the technical deep dive before momentum cools - Priya asked unprompted about the implementation timeline; get security looped in while interest is high.
WHAT TO ADDRESS
Paper Process is still the highest-risk pillar
Procurement and security sign-off steps aren’t mapped yet. Sentiment and timeline moved this call, this pillar didn’t.
COACHING RECOMMENDATION
Confirm the security review timeline with Priya on the next call, before it becomes an open risk on its own.
Review & Send RecapSee What ChangedAsk Agent
The tool alone > AI bolted on > AI-native
What changes when Avoma feeds a system that learns
Three jobs Avoma already does, and what each becomes when its evidence joins live company, contact and deal state.
01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Meeting capture and transcripts
Searchable conversation capture.
Avoma records and transcribes meetings so teams can revisit the conversation. A rep or manager checks the transcript and decides which detail should change the deal.
AI notes extract the meeting record.
Avoma's AI notes produce a summary and action items, with optional CRM sync. The output is still a meeting-level interpretation, not a learner that reconciles every connected signal with the result.
Meeting evidence follows the deal.
Agreed points, questions, and open items from Avoma become part of the company, contact, and deal context they concern.
Smart categories and action items
Teams can track recurring themes.
Smart Categories organise meeting notes around topics a team cares about. The team defines the categories, checks the extraction, and decides what action follows.
Ask Avoma searches the organisation.
Global Ask Avoma can answer questions across meetings, emails, and revenue intelligence. Its answer remains a response in Avoma, leaving downstream capability state unchanged.
A theme joins the account context.
Recurring objections, decisions, or actions join CRM, email, and product evidence, giving each capability a shared view of the relationship.
Revenue intelligence and deal health
Managers can inspect deal signals.
Avoma's revenue intelligence brings deal health, pipeline risk, and engagement patterns into views managers can review. They still decide whether a signal warrants intervention.
AI surfaces health, not outcome learning.
Avoma can surface deal health and pipeline risk from its connected data. Closed outcomes sit outside that view, so the full cross-tool evidence cannot improve its next decision automatically.
Closed deals teach the next review.
Each closed outcome shows which earlier signals should carry more weight in the next deal review.
Runs on it
Capabilities that act on connected evidence
Sales
Sales Coaching
Active
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Two reps stall the same way on the pricing objection
Same pattern, three live deals this month, missed every time
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The real moments, pulled into the 1:1
Every deal where the objection landed and nobody answered it
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A drill built from those moments
Practise the comeback before the next call, not after
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Same objection, the deals after: handled
Coaching put into practice and checked, not just delivered
Know what to coach, and whether the coaching stuck
Prospecting
Meeting Follow-up
Active
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The deal state updates after the meeting
The AE receives priorities, next steps, issues to address and coaching recommendations.
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Relevant fields are proposed from evidence
Sales process and qualification logic identify what moved for the rep to approve.
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Follow-up comes from commitments
The draft uses the meeting's actual commitments and next steps for review and sending.
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Risks reach the right judgement
Routing and escalation logic surfaces risks that require a manager's judgement.
Traceable follow-up cuts post-call reconstruction and manual chasing while deals move forward.
Sales
Discovery Analysis
Active
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The call is checked against the standard.
It shows what the company's discovery and qualification criteria covered.
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The deal evidence stays connected.
Each conversation shows whether earlier gaps are closed or still open.
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The manager gets coaching evidence.
Transcript evidence sits behind each qualification gap.
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The analysis recommends follow-up questions.
Open gaps map to questions drawn from what this deal is missing.
Humans correct interpretations and pursue sensitive questions.
BUILT FOR SECURITY, CONTROL AND SCALE
Connect data securely, capture every agent's activity, and enforce permissions with ease.
Learn about our security →CERTIFIED + COMPLIANT WITH:
ISO 27001:2022
GDPR
CCPA
Data Protection Act 2018
The GTM teams that learn fastest will win.
Connect your stack to a system that learns.