This document walks through steps to implement and use the Leadoff.ai Zoom app, which is meant to assist sales teams by ingesting call data from Zoom, then providing them with coaching insights using our AI models.

For additional context, here is a video recording of this integration being set up.

Step 1:

Create an account at https://leadoff.ai/signup using the same email address that you have a Zoom account with.

Step 2:

Following onboarding into the Leadoff.ai account, navigate to the “Integrations” page at https://leadoff.ai/app/settings/integrations.

Step 3:

Select “Connect” in the Zoom integration section.

Step 4:

Log into your Zoom account to authenticate the integration and allow Zoom call data to be loaded into the Leadoff.ai platform. This brings up the list of permissions that Zoom is giving the Leadoff.ai app.

Step 5:

Redirection to the Leadoff.ai platform should happen automatically, and the Zoom app should show as “Enabled” on the Leadoff.ai integrations page.

Step 6: