Documentation

Adding the APP

  1. Login to your Otom.ai account and sync your email and calendar.
  2. Go to the Meetings tab on the main dashboard screen to add or remove meetings from your calendar.
    • You can manually remove the bot notetaker in Zoom at any time.
  3. In settings, you can enable or disable Otom Zoom app recording services for all meetings.

Usage

The Otom Recording Bot for Zoom is a specialized tool designed to enhance your sales call processes and team performance through automation and analysis. It is ideal for:

  1. Sales Teams: Automate the capture of key information during sales calls to track performance and provide valuable insights for training and improvement.
  2. Meeting Records: Facilitate detailed records of sales meetings for accurate minute-taking and future reference.
  3. Performance Analysis: Analyze call interactions to identify successful sales techniques and areas for improvement.
  4. Compliance: Assist in ensuring adherence to legal and regulatory requirements during sales calls.

Prerequisites

To use the Otom Recording Bot for Zoom, ensure you have the following:

  1. Zoom Account: A valid Zoom account with the necessary permissions to integrate third-party bots.
  2. Integration Setup: Proper integration of the Otom Recording Bot with your Zoom account.
  3. Permissions and Consent: Ensure you have obtained appropriate permissions and consent for the bot&epos;s activities as per legal and compliance requirements.
  4. Hardware: Devices equipped with microphones and speakers or headsets to facilitate clear call interactions.
  5. Software: Ensure the Otom Recording Bot software is installed and configured correctly within your Zoom settings.

How to Use the Otom Zoom Recorder

  1. Login: Go to www.app.otom.ai and log in through OAuth.
  2. Integration Setup: On the main screen, click on the "Integration" tab located on the far left.
  3. Synchronize Email: Click on the "Synch Email" button. This will connect your calendar for meeting recorder access.
  4. Zoom Meeting Access: Otom will now be able to see your Zoom-based meetings and can be added to your meetings.

Removing the APP

  1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
  2. Click Manage >> Added Apps or search for the "Otom Transcription App".
  3. Click the "Otom Transcription App".
  4. Click Remove.

For common issues and FAQs, visit our FAQ page.