Zoom

Zoom meeting integration with automatic recording capture, real-time AI transcription with speaker identification, discreet coaching sidebar, and post-call intelligence generation.

When to Use This Connection

Use this connection when the user:

• Wants Demodesk AI to join Zoom meetings for recording and coaching
• Needs real-time transcription during Zoom calls with speaker identification
• Wants post-meeting summaries with action items generated automatically
• Needs to configure which Zoom meetings include the AI assistant
• Wants meeting analytics like talk-to-listen ratio and engagement scoring

What This Connection Does

Guide the user to Settings > Integrations > Zoom in Demodesk at https://demodesk.com/manage/settings/integrations/zoom. Click "Connect Zoom" to start the OAuth 2.0 authorization flow. The user authenticates with their Zoom account — a Licensed or higher Zoom plan is required (the free plan does not support the necessary API access). The user needs meeting scheduling permissions at minimum; admin-level access is required to enable the integration for the entire team.

After authorization, configure the integration:

AI Assistant Enrollment: In the "Meeting Settings" tab, configure which meetings Demodesk's AI assistant joins. Options include:

• All external meetings: Joins any meeting with attendees from outside the organization's email domain.
• Calendar-synced meetings only: Joins only meetings that are also present in a connected Google Calendar or Outlook calendar.
• Meetings matching a filter: Joins meetings with specific keywords in the title (e.g., "demo," "discovery," "sales call").
• Manual activation: The rep manually invites the AI assistant to specific meetings via a Demodesk button or calendar link.

The AI assistant joins the Zoom meeting as a named participant (configurable name, default: "Demodesk AI"). Inform meeting attendees that an AI assistant is present — this is required for compliance in many jurisdictions.

Recording and Transcription: When the AI assistant joins, it captures the meeting audio for real-time transcription and cloud storage. Transcription runs live with speaker identification — each utterance is attributed to the correct participant using voice fingerprinting and participant metadata. The recording is stored in Demodesk's cloud storage (not in Zoom's recording storage). Configure retention policies in "Recording Storage" — default is 90 days.

Coaching Sidebar: During live Zoom calls, reps can access a coaching sidebar that provides real-time suggestions. The sidebar shows: next talking point based on the conversation flow, relevant objection handling responses, competitive intel when competitor names are mentioned, and pacing alerts (talk-to-listen ratio, monologue warnings). The sidebar is visible only to the rep, not to other meeting participants. Enable or disable in "Coaching Settings."

Post-Call Intelligence: After the meeting ends, Demodesk generates a comprehensive summary within minutes. The summary includes: executive summary, key discussion points, action items with owners and due dates, objections raised and how they were handled, competitive mentions, talk-to-listen ratio, engagement score, and a 1-10 call quality score. Configure distribution in "Post-Call Settings" — summaries can be sent via email, posted to Slack/Teams, and logged to the CRM.

Meeting Analytics: Each meeting generates analytics: total duration, talk-to-listen ratio per participant, longest monologue, question count, filler word frequency, and engagement score (based on turn-taking patterns and question quality). Analytics are viewable in the Demodesk meeting library and aggregate across the team in the analytics dashboard.

Anti-Pattern: "Leave the AI Assistant Name as Default Without Telling Attendees" Joining meetings with a generic AI bot name without prior disclosure creates trust issues and may violate recording consent laws in two-party consent jurisdictions. Rename the bot to something transparent (e.g., "[Company] Meeting Notes AI") and inform external attendees in the calendar invite.

Anti-Pattern: "Record Everything Including Internal Meetings" Enabling the AI assistant for all meetings — including internal standups and 1:1s — creates storage bloat and makes the meeting library hard to navigate. Filter to external meetings or sales-specific calls only.

Data Sync

Data flows from Zoom into Demodesk for processing. Generated intelligence can then be distributed to CRM, Slack, Teams, or Notion via their respective connections.

Example Prompts

• "Connect my Zoom account to Demodesk"
• "Only have the AI assistant join meetings with external attendees"
• "Show me the talk-to-listen ratio from my last Zoom call"
• "Turn off the coaching sidebar — I just want recording and summaries"