Requirements: Connection of Zoom account needs to be completed by a user with Zoom Admin rights.
1. Open up the Ebsta Console by clicking on the following link:
2. Select to sign in with your Salesforce or HubSpot account.
3. Click Settings in the top right-hand corner and select Integrations.
4. Click Connect under Zoom
5. Click Allow.
6. Once connected Ebsta will display a green connected icon.
Configuration
- Only Cloud recordings from Zoom are processed. We recommend enabling auto-recording. Refer to this article from Zoom to learn more about auto-recording.
- Ebsta will only process recordings if the 'host' is an Ebsta user.
- To receive an audio transcript of the recording, please check Create audio transcript in your Zoom Settings.
- If you want a screen recording of participants, please check Record active speaker with shared screen in your Zoom Settings.
Using Conversational Intelligence
Access Conversational AI from the main navigation bar in Ebsta's Console
Ebsta displays a list of recordings in date order starting with the most recent. By default, Ebsta displays recordings from the last 30 days. You can use the filter to adjust this.
Ebsta displays the recording name (taken from Meeting name), date of recording, duration and information about participants. To view the recording click on any of the information in the row.
Key Conversational Intelligence Features
AI Summary and Key Moments
Save Time with instant call Summaries. Powered by AI, our summaries can be personalized to your organization's needs. All AI prompts, including this one, are fully customizable.
Key moment offer call Insights at a Glance. Revolutionize your call analysis by instantly navigating to the crucial call highlights - be it customer concerns, competitor mentions, budget discussions, or expressions of interest. You can create new or customise current key moments to fit your specific business needs.
Automatic qualification capture
Save time and enhance CRM accuracy with auto-captured qualification updates. We support any Sales Mythology (MEDDPICC, BANT, SPIN etc). Review the suggested updates, then simply click sync to save the field or score update to your CRM.
Ebsta Bot
Ebsta bot, your AI copilot. Get on demand insights and improve your efficiency, draft follow-up Emails and much more in seconds.
You can set up a channel to receive automated call summaries in Slack. Please refer to this article:
Set up Conversional Intelligence Summaries in Slack
Removing Ebsta for Zoom
You can remove the Ebsta for Zoom integration at any time. This process will remove the connection to Zoom and no more data will be processed. All data will be removed 60 days following contract cessation or earlier by request to support@ebsta.com
1, Log into the Ebsta Console:
2. Click on https://console.ebsta.com/zoom/deauth to remove the token
3. Login to your Zoom Account and navigate to the Zoom App Marketplace.
4. Click Manage > Added Apps or search for the "Ebsta for Zoom Admin Connect" app.
5. Click the "Ebsta for Zoom Admin Connect" app.
6. Click Remove.