# Zoom

## About Zoom integration

Integration with Zoom allows you to schedule customer interviews in Timebook and automatically download the conversation transcript, which can be further turned to [insights](/hc/get-started/discovery/insights.md) and [opportunities](/hc/get-started/discovery/opportunities.md).

## Configuration

{% hint style="danger" %}
Please make sure your Zoom plan includes cloud recording. Otherwise, you will not be able to use post-recording [discovery features](/hc/get-started/discovery.md).
{% endhint %}

### Zoom

To allow Timebook to download and process audio transcripts, you must first enable audio transcription in your Zoom account.

{% hint style="warning" %}
Zoom is currently [updating the way](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0085668) transcrips and captions are working. This means you can have different UI of the related settings (both exemplified below).
{% endhint %}

{% stepper %}
{% step %}
Log in to your [Zoom account](https://zoom.us/signin) and go to the **Settings** tab.
{% endstep %}

{% step %}
Depending on the UI, make sure the following options are selected:<br>

{% tabs %}
{% tab title="New" %}

* Enable automatic transcriptions for all meetings

<figure><img src="/files/xVCIuPRbzvlCmmoYK9aP" alt=""><figcaption><p>Automatic transcription settings in Zoom</p></figcaption></figure>
{% endtab %}

{% tab title="Legacy" %}

* Cloud recording
* Create audio transcript

<div align="left"><figure><img src="/files/GdtcsBBRx70BBj4Fgi6q" alt=""><figcaption><p>Cloud recording settings in Zoom (legacy)</p></figcaption></figure></div>
{% endtab %}
{% endtabs %}
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Learn more about cloud recording in the [Zoom documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065911).
{% endhint %}

### Timebook

Zoom is a **user-level** integration, which means it needs to be enabled individually by each user who'd like to use it with Timebook.

{% stepper %}
{% step %}
Go to your user **Preferences** → **Integrations** and flip the Zoom switch.

<div align="left"><figure><img src="/files/PMgM8LACaEVOdO0SlhAi" alt="" width="563"><figcaption><p>Zoom integration in user preferences</p></figcaption></figure></div>
{% endstep %}

{% step %}
Once prompted, log in to your Zoom account and allow access from Timebook.
{% endstep %}
{% endstepper %}

## Using Zoom with Timebook

Once configured, Timebook will produce a video conference link for Zoom whenever you schedule a new interview:

<div align="left"><figure><img src="/files/Uqa6bn1LX3BLcx9nofdz" alt="" width="563"><figcaption><p>Interview setup with Zoom conference link</p></figcaption></figure></div>

Once you finish the interview, the transcript will be automatically downloaded to the [interview item](/hc/get-started/discovery/interviews.md). Here we can see an interview with attached transcript and recording:

<div align="left"><figure><img src="/files/Mub2cufYR7iTfC5mtiYV" alt="" width="563"><figcaption><p>Interview details: transcript and recording</p></figcaption></figure></div>

Using the transcript data, Timebook automatically generates insights (pain points and feature requests), from which you can generate achievable opportunities:

<div align="left"><figure><img src="/files/Px9BPN9P5b7St3jdqcOc" alt="" width="563"><figcaption><p>Interview details: insights</p></figcaption></figure></div>

## Troubleshooting

**Problem #**&#x31;: I cannot see the options required for integration in my Zoom account.\
Solution: Make sure that your Zoom plan supports cloud recording features

**Problem #**&#x32;: Transcripts are not being download to Timebook after the meeting.\
Solution: Please answer the following questions.

1. Did you activate the [required options](#zoom) in Zoom settings?
2. Did you capture the recording *in cloud*? The feature does not work for local recordings.
3. Did you wait long enough? Zoom usually takes a while to process the transcript, which is only fetched when ready.


---

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