Set up Zoom for Vega
(Required) Allow cloud recording and transcript creation
Log in to the Zoom web portal as an admin with the privilege to edit account settings:
Choose Settings from the left menu
Open the Recording tab
Toggle Cloud recording
Toggle Create audio transcript
Click Save
(Optional) Activate automatic recording
Many Vega users default to auto-recording in Zoom Cloud. Keep scrolling down the Recording tab in Settings:
Toggle Automatic recording
Toggle Record in the cloud
Caveat: Zoom will only activate automatic recording going forward (for newly scheduled meetings). Automatic recording won't be active in the meetings that have already been scheduled before you turned it on. If you host a Zoom meeting with a client right after onboarding with Vega, it's very likely that your meeting was scheduled before you activated automatic recording, so you'll have to manually record to the cloud when the meeting starts.
Manual cloud recording in Zoom
Start your instant or scheduled meeting as the host.
Click the Record button.
Select Record to the Cloud to begin recording.
To stop recording, click Stop Recording or End Meeting. You can also click Pause to temporarily pause the recording and have a confidential conversation with your client.
Zoom Phone
Vega can also process Zoom Phone calls, just like virtual Zoom meetings.
How to connect Zoom Phone to Vega
Go to the Integrations page in Vega.
Find Zoom.
Click Connect.
Follow the Zoom authorization flow.
Once connected with the right scopes, Vega can retrieve recorded Zoom Phone calls and generate post-call analysis.
How to use Zoom Phone with Vega
To use Zoom Phone with Vega:
Click Record at the beginning of your Zoom Phone call from your Zoom Phone device or app
Make sure the call recording is saved in Zoom
Vega will then retrieve the recording and generate the post-call analysis automatically.
Once the call is processed, Vega can help produce the same types of outputs you are used to seeing from meetings, including notes, follow-up drafts, tasks, and CRM suggestions.