sales-avoma
starsforks
How to install sales-avoma?
sales-skills/sales/sales-avoma
$npx -y skills add sales-skills/sales --skill sales-avomaAvoma platform help — AI Meeting Assistant, Scheduler, Lead Router, Conversation Intelligence, and Revenue Intelligence modules. Use when Avoma bot not joining calls or dropping mid-meeting, transcription inaccurate with accents or technical terms, meeting notes not syncing to Hu
SKILL.md
| 1 | # Avoma Platform Help |
| 2 | |
| 3 | ## Step 1 — Gather context |
| 4 | |
| 5 | If `references/learnings.md` exists, read it first for accumulated Avoma knowledge. |
| 6 | |
| 7 | 1. **What are you trying to do?** |
| 8 | - A) Configure Avoma account/team/plan or understand pricing tiers |
| 9 | - B) Build a backend integration (API, webhooks, transcript pipeline) |
| 10 | - C) Set up or tune AI scorecards (MEDDIC, BANT, SPICED) |
| 11 | - D) Configure Lead Router (form qualification, round-robin, handoff) |
| 12 | - E) Troubleshoot bot joining / recording / transcription issues |
| 13 | - F) Push meeting data into CRM, warehouse, or Slack |
| 14 | - G) Evaluate Avoma vs alternatives — **route to `/sales-note-taker`** |
| 15 | |
| 16 | 2. **Which Avoma plan?** |
| 17 | - A) Startup ($19/seat) — AI Meeting Assistant only |
| 18 | - B) Organization ($29/seat) — adds custom topics, API, group scheduling |
| 19 | - C) Enterprise ($39/seat) — SSO, HIPAA, custom retention, concierge onboarding |
| 20 | - D) Not sure yet |
| 21 | |
| 22 | 3. **Which add-ons (if any)?** |
| 23 | - A) Conversation Intelligence ($29/seat) — AI coaching, scoring, playlists |
| 24 | - B) Revenue Intelligence ($29/seat) — deal risk, forecasting, win-loss |
| 25 | - C) Lead Router ($19/seat) — form routing, SDR→AE handoff |
| 26 | - D) Multiple / all |
| 27 | - E) None yet |
| 28 | |
| 29 | Skip-ahead rule: if the user's prompt already has the context, skip to Step 2. |
| 30 | |
| 31 | ## Step 2 — Route or answer directly |
| 32 | |
| 33 | | User situation | Route to | |
| 34 | |---|---| |
| 35 | | "Avoma vs Fireflies vs Gong — which should we pick" | `/sales-note-taker {question}` | |
| 36 | | "Review this Avoma recording and score it" | `/sales-call-review {question}` | |
| 37 | | "Build a coaching program using Avoma recordings" | `/sales-coaching {question}` | |
| 38 | | "Generic Zapier/Make/n8n workflow" | `/sales-integration {question}` | |
| 39 | | "Schedule meetings without Avoma" | `/sales-meeting-scheduler {question}` | |
| 40 | | Anything Avoma-platform-specific (API, webhooks, pricing, scorecards, bot, Lead Router) | Stay here | |
| 41 | |
| 42 | When routing, use the exact command: `/sales-{skill} {user's original question}`. |
| 43 | |
| 44 | ## Step 3 — Avoma platform reference |
| 45 | |
| 46 | **Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows. |
| 47 | |
| 48 | Answer the user's question using only the relevant section. Don't dump the full reference. |
| 49 | |
| 50 | If the question involves API endpoints or webhook payloads, also read `references/avoma-api-reference.md`. |
| 51 | |
| 52 | ## Step 4 — Actionable guidance |
| 53 | |
| 54 | You no longer need the platform reference — focus on the user's specific situation. |
| 55 | |
| 56 | - **Scorecard setup**: Start with a default methodology template (MEDDIC, BANT, SPICED), run it on 10-20 historical calls, then customize topic weights based on what actually predicts wins in your pipeline. Don't over-customize before you have baseline data. |
| 57 | - **CRM sync debugging**: Check Settings → CRM → Field Mapping. Avoma pushes to specific CRM fields — mismatched field types (text vs picklist) silently fail. Test with one meeting before enabling org-wide. |
| 58 | - **Bot reliability**: If the bot fails on Teams consistently (79% failure rate reported), switch to dialer integration or manual recording as fallback. Google Meet's March 2026 "potential risk" queue for third-party bots affects all vendors — host must manually approve. |
| 59 | - **API integration**: Use webhooks over polling. Queue outbound API calls — 60 req/min is tight at scale. |
| 60 | |
| 61 | If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there. |
| 62 | |
| 63 | ## Gotchas |
| 64 | |
| 65 | > *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.* |
| 66 | |
| 67 | - **API access is Organization plan and above.** Startup plan has no API — you must upgrade to build integrations. |
| 68 | - **Advertised $19/seat is just the base.** Conversation Intelligence ($29) and Revenue Intelligence ($29) are separate add-ons. A fully-loaded seat costs $77-97/seat depending on billing cycle. Budget the plan you'd actually run. |
| 69 | - **Bot reliability issues are well-documented.** 73% of G2 reviewers report recorder failures — late joins (48%), mid-call drops (31%), complete no-shows (27%). Microsoft Teams has the worst failure rate (79%). Buil |
People who liked this also viewed
6 picksType
- seo-auditWhen the user wants to audit, review, or diagnose SEO issues on their site. Also use when the user mentions "SEO audit," "technical SEO," "why am I not ranking," "SEO issues," "on-page SEO," "meta tagSkillsJul 2026
- copywritingWhen the user wants to write, rewrite, or improve marketing copy for any page — including homepage, landing pages, pricing pages, feature pages, about pages, or product pages. Also use when the user sSkillsJul 2026
- marketing-psychologyWhen the user wants to apply psychological principles, mental models, or behavioral science to marketing. Also use when the user mentions 'psychology,' 'mental models,' 'cognitive bias,' 'persuasion,'SkillsJul 2026
- content-strategyWhen the user wants to plan a content strategy, decide what content to create, or figure out what topics to cover. Also use when the user mentions "content strategy," "what should I write about," "conSkillsJul 2026
- programmatic-seoWhen the user wants to create SEO-driven pages at scale using templates and data. Also use when the user mentions "programmatic SEO," "template pages," "pages at scale," "directory pages," "location pSkillsJul 2026
- marketing-ideasWhen the user needs marketing ideas, inspiration, or strategies for their SaaS or software product. Also use when the user asks for 'marketing ideas,' 'growth ideas,' 'how to market,' 'marketing stratSkillsJul 2026
