Skip to main content

Using the Zoom Bot for Klaar Meetings

This article will help you in understanding how to install, use and uninstall the Zoom bot for Klaar Meetings

Written by Atri Roy
Updated over 3 months ago
  1. Installing the Zoom bot

    • To install the Zoom Bot, navigate to Settings > Self > Integration and connect your Zoom account to our app.

    • Once authentication is complete, the Zoom Bot will be enabled to join your meetings.

    • In the next step, you’ll learn how to add the Zoom Bot to a meeting.

  2. Using the Zoom Bot to take notes in 1 on 1 meetings

    • After opening the 1-on-1 workspace, create a new session by clicking on the Add Session button.

In the right-hand panel, go to the AI Insights tab and enter the Zoom meeting URL, as shown in the image below.

  • After the URL is added, the Zoom Bot will join the meeting and request permission to record.

  • Once the permission to record has been granted to the Bot it will start recording the meeting and taking notes

The Zoom Bot will add the notes to the AI Insights > Notes area.

  • We do not retain the recording of the meeting after the session has been marked as Complete.

3. Uninstalling the Zoom Bot

  • When a user deauthorizes or removes the production app from their Zoom account, we receive a deauthorization notification and automatically remove the connection from our app.

  • The Zoom Bot will leave a meeting when it ends, when the associated user leaves, or if the host removes the Bot from the meeting.

Did this answer your question?