Add Avoma to your AI agent
Avoma is an AI meeting assistant for recording, transcribing, analyzing, and managing meetings, calls, notes, scorecards, and conversation intelligence.
- Things your agent can do in Avoma
- 16
Things your AI can do in Avoma
Your FormWise AI can handle any of these in Avoma — on its own, without you needing to click a button.
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.
Show 4 more things it can do
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Avoma is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Avoma, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Avoma for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Avoma work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Avoma to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Avoma in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Avoma.
- 3
Hit "Connect"
Click "Connect Avoma" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Avoma
Build a quick AI Agent (it's like writing instructions, not code), and pick the Avoma actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Avoma for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Avoma workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Avoma users had before signing up
Do I need to know how to code?
Not even a little. If you can use Avoma today, you can set this up. You'll connect Avoma, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Avoma login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Avoma or delete everything any time.
What happens when Avoma updates their app?
We handle it. When Avoma adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Avoma takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Avoma — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Avoma on FormWise
Avoma is an AI meeting assistant for recording, transcribing, analyzing, and managing meetings, calls, notes, scorecards, and conversation intelligence.
Connect Avoma once and your FormWise AI gets 16 things it can do inside it. That means your AI can handle the Avoma work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Avoma? Take a look at www.avoma.com.
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Stop doing the Avoma work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.