AI agents for Avoma
A Monmo agent works with Avoma the way a revenue operations analyst would. It reads meeting notes and transcripts to fill the qualification fields in your CRM, flags deals that are drifting, prepares the forecast call, spots churn signals in customer meetings and gets the next meeting booked before a deal goes quiet. It asks before it updates a record, sends an email or shares a recording.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Avoma
Fill qualification fields from the calls
After a discovery or demo call it reads the notes and transcript and proposes values for the fields your team tracks, such as budget, decision maker, pain and timeline, in Salesforce or HubSpot. You approve each change.
AskAfter each discovery call in Avoma, propose the budget, authority, need and timeline fields for the Salesforce opportunity.
Find gaps in the meeting notes
It checks notes against the template for each meeting type and lists calls where a section, such as next steps or budget, is empty, then drafts the questions the rep should ask next time.
AskList this week's discovery calls where the budget or next-steps section is empty, and draft follow-up questions for each.
Flag deals that are drifting
Every Monday it lists open deals with no meeting in three weeks, no decision maker on any call or a close date this month with no pricing discussed, and says why each looks at risk.
AskEvery Monday at 8, flag open deals with no meeting in 21 days or no decision maker on a call.
Prepare the forecast call
Before the weekly forecast it reads the latest call for each committed deal and writes one line per deal: what the buyer said, what is unresolved and whether the close date still looks right.
AskBefore Thursday's forecast, give me one line per committed deal from its latest Avoma call.
Book the next meeting before it goes quiet
When a call ends without a date for the next one, it drafts a short email recapping the call with your scheduling link and two suggested times. The email goes out once you approve.
AskIf a sales call ends with no next meeting booked, draft a recap with my scheduling link and two times.
Spot churn signals in customer meetings
It reads check-ins and renewal calls for signs of risk, such as a new decision maker, budget cuts or a competitor named, and posts a short alert for the account owner in Slack after you approve.
AskEach Friday, read this week's customer check-ins and flag any account that mentioned budget cuts or a competitor.
Prepare a manager's call review
Before a one-to-one it picks two of a rep's recent calls, notes where discovery went well and where a question was missed, with timestamps. Decisions about the rep stay with the manager.
AskPick two of Priya's calls from this month in Avoma and prepare notes for our 1:1, with timestamps.
How it connects
- 1You connect your own Avoma account once, which may mean an API key that an Avoma admin enables. The agent sees the meetings, notes and transcripts your account can see.
- 2You choose which agents may use Avoma. A sales operations, sales or customer success agent fits; an agent producing social media graphics has no need for your calls.
- 3Reading meetings, notes and transcripts needs no approval. Updating a CRM field, sending an email, posting an alert and sharing a recording always ask first. Avoma keeps doing the recording, and the agent stays out of the meeting itself.
More in Chat and meetings
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Avoma is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent use Avoma notes to update our CRM?
Yes, with your approval. A Monmo agent reads the notes and transcript of each call and proposes values for the fields your team tracks, such as next step, close date and qualification details. It shows the changes on one card and saves them through the Salesforce or HubSpot connection, or in its own browser when the connection does not cover something.
Can an AI agent spot deal risks from Avoma calls?
Yes. It reads recent calls for each open deal and flags patterns that usually mean trouble: no decision maker on any call, no pricing discussed close to the close date, or weeks without a meeting. Each flag says why and links to the call, so the owner can judge it.
Can an AI agent help managers review calls in Avoma?
It can prepare the review. The agent picks recent calls, notes strong moments and missed questions with timestamps, and suggests what to discuss. It does not score people or make decisions about performance; those stay with the manager, who can check every note against the recording.
Does connecting an AI agent change how Avoma records meetings?
No. Avoma keeps recording, transcribing and writing notes as it does now. The AI agent reads what Avoma saved and does the work that follows, so your recording settings and consent notices stay exactly where they are. Disconnecting the agent leaves your Avoma account unchanged.