AviosXR CRM Docs

Quick start

Create your account, set up your organisation and run your first analysis in a few minutes.

Create your account

Sign up. Open the app and choose Get started. Enter your name, email address and a password, and accept the Terms of Use and Data Processing Agreement.

Confirm your email. We send you a link. Opening it confirms your address and signs you in. If the email doesn't arrive, check your spam folder; you can ask for a new link after 30 seconds.

Set up your organisation. Give your organisation a name, usually your company or team name. You become its Owner.

Were you invited?

If a colleague invited you, open the link in their invitation email instead. You join their organisation directly and skip the setup step. Invitations sent to your address also appear on the setup screen, where you can Join or Decline them.

Prepare your workspace

Two short tasks make every analysis better. The Get set up checklist on Home reminds you of them until they are done.

  1. Create a question set. This tells the analysis what to look for in your meetings. See Question sets and Write good questions.
  2. Add your organisation context. A few sentences about your business and goals help the analysis understand your terms. See Organisation context.

Both are optional for reading results, but you need at least one question set before you can upload a transcript.

Run your first analysis

  1. Go to Analysis → Upload and drop a transcript file into the upload area.
  2. Pick the question set and, if you know it, the customer the meeting was with.
  3. Choose Start analysis. The file appears in the list and its status updates on its own.
  4. When it says Completed, open it and review the result.

Invite your team

Go to Organisations, open the members icon next to your organisation and invite colleagues by email. See Members and invitations.

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