sales-avomalisted

# Avoma Platform Help ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated Avoma knowledge. 1. **What are you trying to do?** - A) Configure Avoma account/team/plan or understand pricing tiers - B) Build a backend integration (API, webhooks, transcript pipeline) - C) Set up or tune AI scorecards (MEDDIC, BANT, SPICED) - D) Configure Lead Router (form qualification, round-robin, handoff) - E) Troubleshoot bot joining / recording / transcription issues - F) Push meeting data into CRM, warehouse, or Slack - G) Evaluate Avoma vs alternatives — **route to `/sales-note-taker`** 2. **Which Avoma plan?** - A) Startup ($19/seat) — AI Meeting Assistant only - B) Organization ($29/seat) — adds custom topics, API, group scheduling - C) Enterprise ($39/seat) — SSO, HIPAA, custom retention, concierge onboarding - D) Not sure yet 3. **Which add-ons (if any)?** - A) Conversation Intelligence ($29/seat) — AI coaching, scoring, playlists - B) Revenue Intelligence ($29/seat) — deal risk, forecasting, win-loss - C) Lead Router ($19/seat) — form routing, SDR→AE handoff - D) Multiple / all - E) None yet Skip-ahead rule: if the user's prompt already has the context, skip to Step 2. ## Step 2 — Route or answer directly | User situation | Route to | |---|---| | "Avoma vs Fireflies vs Gong — which should we pick" | `/sales-note-taker {question}` | | "Review this Avoma recording and score it" | `/sales-call