Zoom

A step-by-step guide to managing your Zoom meetings with CustomerIQ

CustomerIQ's meeting assistant can automatically join and record any Zoom meeting.

To integrate Zoom meetings, please configure your meeting assistant.

Troubleshooting

Set Zoom to Automatically Record Meetings

Automatically recording meetings is the easiest way to get transcripts into CustomerIQ

• Sign in to the Zoom web portal: Go to the Zoom web portal (https://zoom.us/) and sign in with your admin credentials.

• Navigate to Account Settings:

  • In the navigation menu, click on "Account Management" and then "Account Settings" (or just "Settings" depending on your Zoom version).

• Enable Automatic Recording:

  • Under the "Recording" tab, look for the "Automatic Recording" option.

  • Toggle the switch to enable it.

  • Either "Record to computer files" or "Cloud recording" is required to integrate with CustomerIQ