> ## Documentation Index
> Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Zoom to Triple Session AI Coach

> Integrate your Zoom account with Triple Session to automatically import call recordings and transcripts for AI Coach analysis and scoring.

Triple Session's AI Coach connects with Zoom to read transcripts from your cloud recordings and deliver insights and coaching recommendations on your sales calls. Once connected, AI Coach can pull cloud recordings with transcripts from the past 30 days using the Zoom API.

## Connect Zoom to AI Coach

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/connect-1-platform-settings.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=55666e679482a2bdc0f98ff8c5efaf33" alt="AI Coach platform settings page" width="2728" height="1748" data-path="images/integrations/zoom/connect-1-platform-settings.png" />
    </Frame>
  </Step>

  <Step title="Connect Zoom under Call Integrations">
    In the **Settings** page, navigate to the **AI Coach** section. Click **Call Integrations**, find **Zoom** among the listed call recording tools, then click **Connect**.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/connect-2-call-integrations.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=76e1a91f2431090c27276ef2c790374c" alt="Call Integrations page showing Zoom option" width="2728" height="1508" data-path="images/integrations/zoom/connect-2-call-integrations.png" />
    </Frame>
  </Step>

  <Step title="Authorize Zoom access">
    Sign in to your Zoom account and grant permission for AI Coach to access your Zoom recordings and meeting data.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/connect-3-connecting.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=752be1ad141bea358d2574ec7ee86082" alt="Connecting Zoom authorization screen" width="2054" height="1452" data-path="images/integrations/zoom/connect-3-connecting.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/connect-4-permissions.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=5045f154703897bf9a8dec3c0c5650bd" alt="Zoom permissions grant screen" width="1592" height="1488" data-path="images/integrations/zoom/connect-4-permissions.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  Once Zoom is connected, **Automated Reviews are enabled by default**. AI Coach will automatically review and summarize your Zoom calls shortly after they end — no manual action needed. You can disable Automated Reviews at any point from your settings.
</Note>

<Frame>
  <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/connect-5-automated-reviews.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=cf9035da0f15fb0a6cde5275cc59531b" alt="Automated Reviews enabled for Zoom" width="2436" height="1540" data-path="images/integrations/zoom/connect-5-automated-reviews.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/connect-6-new-integration.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=8862af8aa49f7a6beef6153e7e027a81" alt="New Zoom integration confirmation" width="2436" height="1540" data-path="images/integrations/zoom/connect-6-new-integration.png" />
</Frame>

If you prefer to review meetings manually, you have two options:

* **Import from Zoom:** Use the integration to select and import past meetings.
* **Upload a file:** Upload a Zoom meeting file directly (video, audio, or transcript).

***

## Configure Zoom for AI Coach

To ensure AI Coach can access your recordings, you must enable cloud recording with transcripts in your Zoom account.

<Steps>
  <Step title="Open your Zoom profile settings">
    Visit your Zoom profile settings page at `https://zoom.us/profile/setting` and click **Recording** at the top.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/configure-1.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=3f2e6b9f75189c59eddf27210e001d17" alt="Zoom profile recording settings page" width="950" height="481" data-path="images/integrations/zoom/configure-1.png" />
    </Frame>
  </Step>

  <Step title="Enable Cloud Recording">
    Scroll down to **Cloud Recording** and make sure it is enabled. This ensures that meetings are stored in the cloud so that AI Coach can access them.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/configure-2.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=edc0b9ab5e153ed0d2a85623f1429842" alt="Zoom cloud recording settings enabled" width="924" height="807" data-path="images/integrations/zoom/configure-2.png" />
    </Frame>
  </Step>

  <Step title="Enable audio transcripts">
    Inside **Advanced cloud recording settings**, enable the **Create audio transcript** option.
  </Step>
</Steps>

***

## Import calls from Zoom

If Automated Reviews are disabled, you can manually import individual recordings for analysis.

**Before you start:**

* Make sure your Zoom account is connected to AI Coach.
* Make sure Cloud Recordings are enabled in your Zoom account.
* Make sure you have available credits in your account. Each call review consumes one credit.

<Steps>
  <Step title="Click Import from Zoom">
    In AI Coach, click **Import from Zoom** to get started.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/import-1.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=c57951095b7badcd182ef35be998474e" alt="Import from Zoom — step 1" width="1009" height="529" data-path="images/integrations/zoom/import-1.png" />
    </Frame>
  </Step>

  <Step title="Fill out the call review information">
    Select the Zoom recording you want to analyze. AI Coach displays cloud-recorded meetings with transcripts from the past 30 days. Then:

    * Name the **rep** who made the call.
    * Select the **scorecard** to use for the evaluation.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/import-2.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=53ebb0df0eb9d0781a0db7fdd843f58c" alt="Import from Zoom — select recording and fill details" width="1009" height="529" data-path="images/integrations/zoom/import-2.png" />
    </Frame>
  </Step>

  <Step title="Start the analysis">
    Click **Start Analysis**. The report will be ready in about 4 minutes, depending on the transcript length. You can leave the page — AI Coach will email you when it's done.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/import-3.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=ecbf354b0b3c1a065ad9d836c682582b" alt="AI Coach start analysis screen" width="2220" height="1240" data-path="images/integrations/zoom/import-3.png" />
    </Frame>
  </Step>

  <Step title="Review the report">
    Your report details how the rep performed against each scorecard criterion, along with a personalized coaching plan targeting the key area where AI Coach identified room for growth.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/import-4.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=b6c218eaa5d76430c04c30dfd9a14185" alt="AI Coach call analysis report" width="2424" height="1392" data-path="images/integrations/zoom/import-4.png" />
    </Frame>
  </Step>
</Steps>

***

## Download transcripts from Zoom

You can also download transcript files from Zoom and upload them directly to AI Coach.

<Steps>
  <Step title="Go to Recordings in your Zoom account">
    Visit the recordings section of your Zoom account. You'll find a list of recordings with downloadable files, including the transcript.
  </Step>

  <Step title="Download the recording files">
    Find the recording you want to analyze and click **Download** to download all files associated with it.
  </Step>

  <Step title="Upload the transcript to AI Coach">
    You'll now have a file with a `.vtt` extension. Go to AI Coach, upload the transcript file, fill out the review details, and click **Start Review**.
  </Step>
</Steps>

***

## Disconnect Zoom

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account and click **Settings** from the sidebar.
  </Step>

  <Step title="Open Integrations">
    In the **Settings** menu, click **Call Integrations** to view all connected services.
  </Step>

  <Step title="Find the Zoom integration">
    Locate the Zoom integration section and review the current connection status.

    <Frame>
      <img src="https://mintcdn.com/triplesession/yFAMl9nxmwZNf4Xx/images/integrations/zoom/disconnect-1.png?fit=max&auto=format&n=yFAMl9nxmwZNf4Xx&q=85&s=360fd8a047b8cb768007d1be1845249c" alt="Zoom integration disconnect screen" width="1735" height="1057" data-path="images/integrations/zoom/disconnect-1.png" />
    </Frame>
  </Step>

  <Step title="Unlink your Zoom account">
    Click **Unlink Zoom Account**. You'll be redirected back to the integrations page, and Zoom will no longer be connected.
  </Step>
</Steps>

Once disconnected, AI Coach will no longer analyze calls from your Zoom account. Any existing analyses remain available, but no new Zoom calls will be imported. You can reconnect at any time.
