The Zoom Integration allows external call transcripts for a curated list of Workbounce users to be made accessible via the Workbounce search, and to fuel the Customer filter in Topics.

Here’s how you get set up:

1. Install our Workbounce App from Zoom Marketplace: https://marketplace.zoom.us/apps/MjVtQDtASCu_XT7frQZkGg

2. Then, as a Workbounce Admin and Zoom Admin, head to Workbounce Settings —> Connections, and turn the Zoom app on.

   

3. Read through the scopes defined in the integration setup screen that appears, then click “Allow”.

   

4. The final step is to select users for which external-facing calls will be imported in Workbounce. Head to the Settings → Permissions tab and decided whether to select specific users from the organization, all of them, or none.

Things to note:

• Only users who are Workbounce Admins and Zoom Admins will be able to set this up.
• This is a team level integration. Calls transcripts from selected list of users synced by the admin will be used to answer questions by any Workbounce user.
• Only Workbounce users will be able to search via Workbounce and view search results.

Removing the App

In order to disable the app go to Workbounce Settings —> Connections, and turn the Zoom app off. Disabling the Zoom integration will removed all the data connected with it and it won’t be possible to search for content within the saved recordings.