Zoom

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Connecting Zoom

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Prerequisites

• A Zoom account (Basic, Pro, Business, or Enterprise)
• Project management permissions in PolyAI

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Connection Steps

1. Go to Integrations
   • Open your project in the PolyAI platform
   • Go to the Integrations page from the main navigation
2. Find Zoom integration
   • Locate the Zoom card in the integrations list
   • You can use the search bar or filter by category (Telephony)
3. Click Connect
   • Click the Connect button on the Zoom integration card
   • The integration panel will open on the right side
4. Select Environment
   • Choose which environment to connect: Sandbox, Pre-release, or Live
   • We recommend starting with Sandbox for testing
5. Authenticate with Zoom
   • Click Connect new account
   • A Zoom OAuth window will open
   • Log in to your Zoom account
   • Review and approve the requested permissions
   • You’ll be redirected back to PolyAI automatically
6. Confirmation
   • Your Zoom account name will appear in the connection panel
   • The integration is now active for the selected environment

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Managing connections

• Multiple Environments: You can use the same Zoom account across different environments, or connect different accounts for each
• Switching Accounts: Use the “Use existing connection” dropdown to reuse a connection in another environment
• Disconnecting: Click the disconnect button to revoke access (this removes credentials from PolyAI)

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Available Zoom actions

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Meeting Management

• Create Meeting - Schedule a new Zoom meeting with topic, start time, duration, and participant settings
• Update Meeting - Update details of an existing scheduled Zoom meeting
• Get Meetings - Get details of all scheduled Zoom meetings
• Get Meeting - Get details of a specific Zoom meeting
• Delete Meeting - Cancel a scheduled Zoom meeting

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Meeting Registrants

• Add Meeting Registrant - Register a participant for a Zoom meeting that requires registration
• Get Meeting Registrant - Get registration details for a meeting participant
• Delete Meeting Registrant - Remove a registrant from a Zoom meeting

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Recordings

• Get Recording - Retrieve cloud recording from a specific Zoom meeting
• Search Recordings - Search for Zoom meeting recordings

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Enabling Zoom actions

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Enabling all actions

You are a helpful assistant that can manage Zoom meetings.
When a user asks you to schedule a meeting, use the available Zoom functions.

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Enabling specific actions

You are a meeting scheduler assistant.
You can schedule Zoom meetings for users, but cannot modify or delete existing meetings.

You are a meeting management assistant that can create, update, and cancel Zoom meetings.

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Best practices

• You want full Zoom functionality
• Your agent needs flexibility to handle various meeting-related requests
• You’re building a general-purpose assistant Use specific actions when:
• You want to limit agent capabilities for security or compliance
• Your use case only requires certain actions (e.g., scheduling but not deleting)
• You want to keep your agent focused on specific tasks

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Example use cases

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General meeting assistant

You are a professional meeting coordinator that helps users manage their Zoom meetings.
You can:
- Schedule new Zoom meetings
- Update meeting details
- Cancel meetings
- Manage registrants
- Find meeting recordings
Always confirm meeting details with the user before creating or modifying.

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Scheduled meeting creator only

You help users schedule Zoom meetings.
When scheduling a meeting:
1. Ask for meeting topic
2. Confirm date and time
3. Ask about duration
4. Create the meeting and share the join link
You cannot modify or cancel meetings once created.

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Meeting insights agent

You provide insights about past Zoom meetings.
You can:
- List upcoming and past meetings
- Search for meeting recordings
- Provide meeting statistics
You cannot create, modify, or delete meetings.

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Security & privacy

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OAuth permissions

• Create and manage meetings
• Access meeting details
• Manage meeting registrants
• Access cloud recordings These permissions are granted through Zoom’s OAuth flow and can be revoked at any time by disconnecting the integration.

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Troubleshooting

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Integration not appearing

• Zoom integration feature is enabled for your account
• You have project management permissions
• You’re viewing the correct environment (Sandbox/Pre-release/Live)

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Agent can’t use Zoom functions

• Zoom is connected for the environment your agent is running in
• You’ve enabled Zoom actions in your agent’s prompt (either All Zoom Actions or specific actions)
• The connection hasn’t been disconnected or expired

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OAuth errors during connection

• Ensure pop-ups are not blocked in your browser
• Clear browser cache and cookies
• Try a different browser
• Check that you’re logged into the correct Zoom account

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Functions not working as expected

• Your Zoom account has the necessary permissions for the action
• Meeting IDs and parameters are correct
• The Zoom account is active and in good standing

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Support

• Contact PolyAI support through your platform
• Check Zoom’s API documentation
• Review Paragon’s integration documentation