The Meeting Assistant (MA) for Zoom allows users to automate call recording, transcription, and real-time coaching through Moments™ notifications. This article focuses specifically on how the MA works within Zoom
For more details on:
- Managing the Meeting Assistant during a conversation, see Managing the Meeting Assistant in a Live Meeting.
- Configuring account-wide settings, see Configuring Meeting Assistant Settings.
How the Meeting Assistant Works in Zoom
When enabled, the Meeting Assistant will join both instant and scheduled meetings that users are the organizer of.
✅ Real-Time Transcription & Recording for Conversation AI users - The MA can record and transcribe live conversations, making it easy to review discussions, generate summaries, and automate follow-ups.
✅ Coaching Notifications for Moments™ users - Receive real-time coaching notifications based on phrases detected, behavioral insights, or time.
✅ Meeting Controls - Manually start, stop, or pause recording via the Moments™ application and remove the Meeting Assistant from a meeting at any time.
Zoom-Specific Prerequisites & Limitations
Requirements for the MA to Join a Zoom Meeting
- Your calendar must be connected via the calendar and email integration for the bot to auto-join.
- User must be the organizer of the Zoom meeting.
Limitations
- Auto-mapping of external participants with the Contact/Lead records in Salesforce is completed after the meeting is ended.
- There is a 5-10 sec delay in Zoom after admitting the Meeting Assistant before recording/transcription starts. This can affect some phrase-based Moments™ notifications.
- Host has to manually click on the Allow Recording message on Zoom to begin recording, despite the MA settings being set to Auto Record. Note that clicking on Start Recording on the Moments™ window will not start recording until the recording is allowed on the Zoom window.
- Interruption type Moments™ notifications are not supported at this time.