Zoom user guide

Zoom user guide

September 17, 2024 2025-06-18 9:43

Zoom User Guide

1. Adding the Frontier AI App to Zoom

Important: The Frontier AI Zoom App is not listed on the public Zoom App Marketplace. You will add it directly through the Frontier AI onboarding flow.

Step 1: Begin Frontier AI Onboarding

  • Go to the onboarding link provided by Frontier AI (e.g. via email or company workspace).
  • Sign in using your Frontier AI account credentials.
  • During onboarding, you will be prompted to connect your Zoom account.
  • Click Connect Zoom.
  • A Zoom pop-up will appear requesting access permissions.
  • Click Authorize to grant Frontier AI access to your Zoom account.
  • Once authorized, you’ll be redirected back to Frontier AI to complete configuration.
  • Here you can enable features such as real-time conversation analysis and post-call insights.

2. Using Frontier AI in Zoom

Step 1: Start or Join a Zoom Meeting

  • Launch a Zoom meeting as you normally would.
  • Ensure that your Frontier AI app is enabled for the meeting.

Step 2: Real-time Sales Insights

  • During the meeting, Frontier AI will analyze your sales conversation in real time.
  • Receive insights such as customer sentiment analysis, objection handling tips, and recommended next steps, all visible directly within your Zoom meeting window.

Step 3: Post-call Review

  • After the call, Frontier AI provides a post-call summary with personalized coaching tips.
  • Access call transcripts, performance metrics, and suggestions for improving your next sales interaction.

3. Removing the Frontier AI App from Zoom

Step 1: Open Frontier AI

  • Log in to your Frontier AI account.

Step 2: Go to Settings

  • Navigate to your Settings page.
  • Select the Integrations or Connected Apps tab.

Step 3: Disconnect Zoom

  • Locate the Zoom integration and click Disconnect.
  • Confirm that you want to remove the integration.

Note: Disconnecting Zoom will stop Frontier AI from joining and analyzing your calls. You can reconnect Zoom at any time from this same settings area.