Learn how to easily import and review sales calls with Zoom Integration on your AI Coach-connected Zoom account.
Before we start
Make sure you've connected your Zoom account with the AI Coach (tutorial)
Make sure you have available credits in your account
How to import calls from Zoom
Now that you have your Zoom Account integrated with the AI Coach, let's start.
1. Click on Import from Zoom to get started
Each call will be reviewed and will consume one credit from your account.
2. Fill out the call review information
Select the Zoom recording you want to use.
Using Zoom API, we display cloud-recorded meetings with transcripts from the past 30 days. Read more
Name the rep who made the call you're reviewing.
Select the scorecard. Jump to learn more about scorecards.
3. Click start analysis and wait a few minutes
Click Start Analysis, sit back and relax while the AI Coach does the job.
In about 4 minutes (depending on the transcript length) you will get your report.
If you want, you can leave this page while the analysis runs in the background (you will get an email when it's ready).
4. Get the report with performance insights and a coaching plan
That's it! Now, you have a full report detailing how the rep performed based on each scorecard criteria together with a personalized coaching plan to train the key area where the AI Coach identified room for growth.
