Connect Avoma to your AI agent

AI Tools 16 actions available

Avoma is an AI meeting assistant for recording, transcribing, analyzing, and managing meetings, calls, notes, scorecards, and conversation intelligence.

We set up the connection using your own Avoma account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

What your agent can do in Avoma

Each one is a real action the agent can take on its own, the same things a person clicking around Avoma could do. Read-only by default; write actions are confirmed against your policy.

  • Create Call Submit an externally hosted call recording to Avoma for asynchronous processing. This persistently creates external call state, and Avoma will download the recording from the supplied publicly reachable URL.
  • Get Call Retrieve one externally ingested Avoma call by the dialer system's external ID.
  • Get Engagement Summary Aggregate Avoma engagement metrics across visible users for a required UTC date range and optional meeting and user filters.
  • Get Meeting Retrieve one meeting by UUID, including processing/readiness state and optionally CRM associations.
  • Get Meeting Analysis Return Avoma's AI insights, topical and speaker segments, and sentiment records for one processed meeting in a single read-only invocation.
  • Get Recording Get time-limited audio and video URLs for a meeting recording.
  • List Calls List externally ingested calls in a required UTC date range, optionally filtered by inbound or outbound direction. Returns one page and a cursor.
  • List Configuration Resources List one Avoma configuration catalog: custom categories, smart categories, scorecards, templates, meeting types, or meeting outcomes.
  • List Engagement Metrics List per-user Avoma engagement metrics over a required UTC date range with meeting and user filters. Returns one page and an opaque cursor.
  • List Meetings Find meetings visible to the connected Avoma user within a required UTC date range, with optional attendee, CRM, call-type, privacy-context, duration, and ordering filters. Returns one page and an opaque cursor.
  • List Notes Retrieve Avoma notes for meetings in a required UTC date range, optionally narrowed to a meeting or custom category and rendered as JSON, HTML, or Markdown.
  • List Scorecard Evaluations List Avoma scorecard evaluations, optionally filtered by UTC date range, scorecard templates, meeting, or evaluated users. Returns one page at a time.
  • List Snippets Find user-created or AI-generated meeting snippets by meeting UUID or by a UTC date range of at most 180 days. Returns one page at a time.
  • List Transcriptions Find full meeting transcriptions by meeting UUID or by a UTC date range, with attendee and CRM filters. Returns one page because transcript payloads can be large.
  • List Users Return users visible in the Avoma organization, including their UUID, email, role, teams, and active status.
  • List Webhooks Audit the connected organization's active Avoma webhook subscriptions without reading signing secrets.

How we connect it

  1. 1

    Connect your account

    You create a key in Avoma, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

Avoma questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Avoma's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Avoma to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

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