Help Docs
  • Start Guide
    • 🧑‍🤝‍🧑Workspace Setup Guide
      • Step 0: Learn the foundations
      • Step 1: Connect your CRM
      • Step 2: Set your properties
      • Step 3: Add content to library
      • Step 4: Invite your team
    • 👨‍🔧User Setup Guide
      • Setting up your assistant
      • Setting up mobile device for audio recording
      • Configuring Slack
      • Working in CustomerIQ
    • Email Assistant FAQs
    • Meeting Recording FAQs
    • Calendar Integration FAQs
  • Product Guides
    • 🤖Meeting Recording
      • Zoom Admin Settings to Avoid Common Zoom Recording Errors
      • Zoom OAuth Integration
      • Creating and sharing clips
    • 🗃️Finding Insights with Views
      • Charts
      • Discover top pain points
      • Discover top feature requests
      • Classify by custom tags
      • Tracking topics
      • Drilldown views
      • Hide group
    • 📑Projects
    • 📃Building Docs
    • 📁Folders
      • Private meeting routing
  • Data Guides
    • Understanding AI Credits
    • Webhooks
    • CSV Import
    • Integrations
      • Redtail
      • Zoom
      • Microsoft Teams
      • Salesforce
      • Gong
      • HubSpot
      • Zendesk
      • Slack
      • Zapier
    • What languages does CustomerIQ support?
  • Contact support
  • Go to CustomerIQ app
Powered by GitBook
On this page
  • Recording Behavior
  • Explicit consent
  • OAuth permission
  1. Product Guides
  2. Meeting Recording

Zoom OAuth Integration

The Meeting Assistant's Zoom OAuth integration prevents you from needing to confirm permissions for each meeting

PreviousZoom Admin Settings to Avoid Common Zoom Recording ErrorsNextCreating and sharing clips

Last updated 9 months ago

Recording Behavior

Zoom has formal requirements that bots must comply with in order to record meetings. In order to be compliant with Zoom, your meeting assistant can get recording consent one of two ways:

  1. (Default) Explicit consent

  2. OAuth permission

Explicit consent

By default, in order for a bot to record Zoom calls:

  • The host must be present in the meeting

  • The host must explicitly grant permission to record by accepting the consent dialog

Because these requirements can introduce user friction and unexpected recording errors, we recommend using the provided OAuth permissions to grant recording permissions.

OAuth permission

As an alternative to manually accepting a consent dialog each meeting, you can grant CustomerIQ OAuth permissions to allow bots to record automatically.

This means that not only will you not have to manually grant permission each meeting, but this also enables the assistant to record meetings regardless of if you are present for your meeting.

Because of this, we highly recommend using this mode of consent to make this process easier to implement into your workspace.

🤖
Use the Zoom OAuth feature in your Meeting Assistant configuration to avoid granting permission every meeting