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Avoma Connector

Your sales calls contain a goldmine of customer insights, competitor intelligence, and deal momentum indicators. SiftHub’s Avoma Connector seamlessly integrates this critical knowledge from your Avoma call transcripts and intelligence into the SiftHub Platform. This allows you to search and get AI-generated answers directly from your team's conversations, enabling you to instantly craft tailored narratives for your ongoing deals and ensure these valuable insights are easily discoverable and leveraged for AI-powered responses.

Jump to setup

 

What Gets Connected

SiftHub allows you to selectively connect Avoma call transcripts. This way, SiftHub only reads and indexes the conversational content from meetings you explicitly allow it to access.

You can choose to connect:

  • All Meetings: Index all available call transcripts in your Avoma account.
  • Specific Meetings: Connect individual meeting transcripts by providing their unique links.
  • Meetings of specific users: Connect all meetings where designated users were an 'Organizer' or 'Attendee'.

 

Supported Content

SiftHub indexes the following content from Avoma:

  • Call Transcripts: Complete plain text versions of audio or video recordings from your Avoma meetings, often AI-generated.
  • Speaker Identification: Avoma's AI helps identify different speakers in a conversation.
  • Summarized Notes & Call Analysis: Insights like next steps, questions asked, topics detected, and coaching insights generated by Avoma's AI are available.

 

How It Works

Once connected, SiftHub:

  • Indexes Avoma call transcripts and associated insights from selected meetings.
  • Makes the content searchable and available for AI-generated answers within the SiftHub Platform.
  • Captures valuable insights from conversations, which can then be used for training materials and improving customer experience.

 

Access Control

SiftHub respects your chosen access control settings for Avoma content, ensuring users only see what they are permitted to:

  • Open Access: All SiftHub users in your organization can view and access meeting transcripts from all connected Avoma users.
  • Participant Access: Users can only access meeting transcripts for calls they participated in (as an Organizer or Attendee), maintaining privacy and limiting access to relevant conversations.

 

Using Avoma Content in SiftHub

Your connected Avoma content appears in:

  • Search results with relevant snippets and metadata.
  • AI-generated Answers and document Autofill as verified sources.
  • Comprehensive call analysis, dynamic battlecard creation and craft targeted narratives for solutions, demos, objection handling, discovery calls and more with AI Teammate.

 

Content Updates

New or modified content appears in SiftHub within 30 minutes
Updates include:

  •   New calls
  • Permission changes
  • Deletions

Deleted or archived content is automatically removed from SiftHub results.

 

Avoma Connector Setup

To enable this Connector, you will need to generate an API Key within Avoma and share specific details with your SiftHub Customer Success Manager.

Time to complete: Approximately 2 minutes for user steps, with activation by SiftHub CSM within 24 hours.

Connection Requirements: Ensure you have the following access and permissions before you begin the setup, or contact the respective administrator for the same.

  • Avoma administrator access: To create the API Key.
  • Subscription to Avoma’s ‘Organization’ plan or above: To enable API integrations.

The process for setting up the Avoma connector includes the following main steps:

  1. Generate API Key
  2. Activating the Avoma Connector

 

Step 1. Generate API Key

Follow these steps in order to generate an API Key:

  1. Sign in to Avoma through a user with Avoma administrator access.
  2. In the left side panel at the bottom, click Settings.

  1. In Settings, under the Organization section, click on Developer.

 

  1. Click on Create API Key to create a new key.

  1. Click the Copy icon if a key already exists.

  1. Share this API key securely with your SiftHub Customer Success Manager in order to activate Avoma.
    • Note: Ensure you store this key securely. If compromised, you can regenerate it from the same section by deleting the existing key.

For more information, refer to the Avoma API Integration guide.

 

Step 2. Activating the Avoma Connector

After generating your API key, you will work with your SiftHub Customer Success Manager to activate the connector and configure which meetings are connected and who can access them.

What you can connect:

SiftHub provides the capability to connect Avoma call transcripts at various levels. Choose one of the following options and provide the required information to your SiftHub Customer Success Manager:

  • Option 1: Connect All Meetings
  • Option 2: Connect Specific Meetings
  • Option 3: Connect only specific users’ meetings
    • First, select Option 1 or 2 above.
    • Then, provide the email IDs of the users whose Meetings you wish to connect. SiftHub will connect all the meetings that the provided users were an ‘Organizer’ or ‘Attendee’ of.

User access controls:

Please choose one of the following access control options that you wish to configure, and share the details with your SiftHub CSM.

  • Open Access: All users in your SiftHub organization can view and access Meeting transcripts from all connected Avoma users.
  • Participant Access: This option ensures users can only access Meeting transcripts which they were an Organizer or Attendee of, maintaining privacy and limiting access to relevant conversations only.

Time to activation:

After providing the required details to your SiftHub Customer Success Manager, your connector will be active in approximately 24 hours.

If you are experiencing issues with the connector or its setup, contact your SiftHub Customer Success Manager or reach out to support@sifthub.io.