# Zoom

The integration with **Zoom** allows the bot from **Salescaling** to join your video calls to record and analyze them. Due to Zoom's specific requirements, it is essential to understand its behavior and configure your account correctly to ensure error-free operation.

Steps for Direct Connection:

Connect your account to **Zoom** directly is highly recommended for meetings that you host.

1. Go to the **Settings** > [**Integrations**](https://app.salescaling.com/settings/integrations).
2. In the **Video Calls**, locate the **Zoom** card and click **Connect**.
3. The system will redirect you to the Zoom login page to enter your credentials and authorize the connection.

#### Allowed Zoom links

For the Salescaling bot to properly join your Zoom meetings, the link must follow the standard Zoom format:

**✅ Valid links:**

* `https://zoom.us/j/123456789`
* `https://zoom.us/w/123456789`
* `https://company.zoom.us/j/123456789`
* `https://zoom.us/j/123456789?pwd=abc123`

**❌ Invalid links:**

* Calendar links that are not Zoom-specific
* Links from other video call platforms
* Links that do not contain the domain `zoom.us`
* Links that do not follow the format `/j/` or `/w/` followed by numbers

> **Tip**: When you create an event in your calendar, make sure to copy the full Zoom link that includes the meeting ID (numbers after `/j/` or `/w/`).

### Understanding the Bot's Behavior in Zoom

The behavior of the **bot** to record the meeting depends on who the **host**.

#### Scenario A: When You Are the Meeting Host

* If **NO** have connected the **Zoom**integration: The bot will show you a popup requesting permission to record. You will need to **accept it** manually in each meeting.
* If **YES** have connected the **Zoom** **(Recommended)**: The bot will start recording automatically, without requiring you to accept any manual permission.

#### Scenario B: When You Are Invited to an External Zoom Meeting

If you join a meeting organized by someone else (a client, a vendor), the bot will always need the external host to grant it manual permission via the popup that will be shown.

### Troubleshooting and Common Errors

If the bot does not record a Zoom meeting, the cause is usually one of the following. Check this list to troubleshoot the issue.

#### 1. The Host is not correct

This is the most common error. Even if you were on the call, if you did not sign in to the Zoom app with the correct account, the bot cannot request recording permission.

* **Solution**: Always make sure you are signed into your Zoom app before joining the meeting. If you use multiple accounts, check that you are joining from the same one you used to create the event.
* **Tip**: If you use multiple accounts, set your other accounts as "Alternative Host" in the event settings in Zoom.

#### 2. Zoom Recording Settings

The bot needs your Zoom account to allow it to record.

* Solution: Go to your profile in Zoom, to the **Settings > Recording**, and make sure these two options are enabled:

  * **Local Recording** (Local Recording).
  * The checkbox that allows participants to request permission to record.

  <figure><img src="/files/4c5288592821c4a026d1763ad73d0ff3b68c15f7" alt=""><figcaption></figcaption></figure>

#### 3. The Bot was not Admitted

* Solution: Your Zoom meetings must have the **Waiting Room** enabled. When the **bot** appears in it, the host must admit it manually into the call.

#### Frequently Asked Questions (FAQ)

<details>

<summary>I connected the Zoom integration, but sometimes it still asks me for permission to record. Why?</summary>

This happens when you join a meeting that you are not the host of. In those cases, the permission must always be granted by the external host.

</details>

<details>

<summary>The bot joined the call but never recorded and I did not see any permission pop-up. What happened?</summary>

Almost certainly, it is because you were not properly logged into your **Zoom** app when joining, so the system did not recognize you as the host. Log out and log back into your Zoom app before your next meeting.

</details>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.salescaling.com/en/platform-settings/integraciones/conectar-calendarios-y-videollamadas/zoom.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
