Get answers from meetings, deals, and pipeline with Ask Avoma

Ask Avoma is an AI copilot that answers questions about meetings, deals, accounts, and pipeline activity. Search transcripts, emails, CRM records, and web sources in one place. Get supporting evidence for answers, so you can move faster without digging through recordings.

The answers are in your customer conversations. Getting to them is the hard part.

Digging through recordings for one detail

That budget number, that objection, that stakeholder name, it's somewhere in 5 conversations spread across transcripts, notes, and emails. Finding it takes 20 minutes you don't have before a call.

Running pipeline reviews on data you can't trust

CRM updates are hours behind. Reps say one thing; the deal board says another. You spend the first 10 minutes of every review just figuring out what's actually true.

Manually building the same report every week

Someone on your team spends hours each week pulling pipeline health, rep activity, and deal status from 3 different places into a document. Then it's already outdated by the time anyone reads it.

Insights that never reach the people who need them

Your conversation data lives in Avoma. Your team works in Slack, or Claude, or their own AI tools. Getting answers means switching context, which means most people don't bother.

One AI copilot for meetings, deals, and pipeline questions

Global search

Query every meeting, deal, and account at once
Ask about team pipeline health, a specific rep's deals, or churn signals across all your accounts. Ask Avoma's global search runs across your entire org's meetings, calls, emails, and deal data. No manual update required, no rep check-in needed.

• Search across all transcripts, notes, and emails in one query
• Filter by team, deal stage, account, or time period
• Every answer cites its source so you can verify in one click

Scheduled prompts

Automate your pipeline briefings and weekly reports
Set a prompt once. Get a fresh report in your inbox, Slack channel, or Teams on whatever cadence you choose. Your Monday pipeline briefing, your weekly coaching summary, both run automatically.

• Schedule any prompt to run daily, weekly, or on a custom cadence
• Deliver reports to Slack, MS Teams, or email
• Turn any saved prompt into a recurring intelligence feed

Prompt libraries

Standardize the questions your whole team asks
Admins build and share org-level prompt collections organized by function. Every rep, manager, and CS lead asks the same high-quality questions and gets answers you can actually compare.

• Pre-built collections for Sales, CS, Leadership, and RevOps
• Default prompts ready for new users on day one
• Save, edit, and reuse prompts directly from the chat

Source selection

Choose exactly what context you're asking about
Tag a specific meeting, deal, account, or playlist and Ask Avoma answers only from that context. Open it from a deal page and the scope loads automatically, nothing to configure.

• Hand-select meetings, deals, accounts, or users as context
• Scope pre-fills when you open from a meeting or deal page
• One unified interface replaces the old split between meeting, deal, and global copilot views

Web search integration

Pull in market intelligence alongside your internal data
Renewal prep needs competitive context. Pipeline reviews benefit from market benchmarks. Ask Avoma now searches the web alongside your deals and transcripts, competitive positioning, pricing signals, and market trends in the same response as your internal data.

• Automatic web search, no extra steps needed
• Every web-sourced answer includes a citation you can click through
• Most useful for competitive prep, renewals, and deal strategy

15 minutes

saved preparing for every follow-up meeting

4 out of 5

revenue-facing roles use it actively

42%

of all Ask Avoma users are in Sales

How Ask Avoma finds answers across meetings, deals, and pipeline data

1. Ask a question
   Ask about a meeting, deal, account, renewal, or your team's pipeline. Search a single conversation or your entire workspace using plain language.
2. Search across meetings, CRM data, and emails
   Ask Avoma searches meeting transcripts, AI notes, CRM records, emails, and deal activity to find answers. Responses include citations, so you can verify the source.
3. Copy answers or automate reports
   Copy responses with or without timestamps, or schedule prompts to run automatically. Deliver pipeline reviews, coaching summaries, and forecast updates to Slack, Teams, or email.

Everything your revenue team needs, connected

• AI meeting assistant
• Conversation intelligence software

Trusted by teams who need answers

Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
Pedro Pizarro
Enterprise Account Executive at Directus

Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.
Lewis
Avoma User

I used Ask Avoma to analyze how often our competitor came up in sales conversations, what objections buyers raised, and how those deals performed. The links back to the source calls made it easy to verify everything and review specific clips.
Christine
Avoma User

Frequently asked questions

• What types of questions can Ask Avoma answer?
• How does Ask Avoma find answers across different data sources?
• Does Ask Avoma connect directly to a CRM at query time?
• Can Ask Avoma access emails directly from Gmail or Outlook?
• Can Ask Avoma be used to track competitor mentions across sales calls?
• What is the difference between global search and source selection in Ask Avoma?
• Can Ask Avoma search the web in addition to internal data?
• How do scheduled prompts work in Ask Avoma?
• What are prompt libraries in Ask Avoma and who manages them?
• Is Ask Avoma suitable for individual contributors or only for managers and leaders?
• What are the limitations of Ask Avoma for pipeline reporting?