Connect Staircase to your Zoom account to receive meeting insights like attendance, engagement, sentiment, topics, and action items.
Once you grant access, Staircase will:
Pull in and analyze transcripts from recorded client-facing calls
Understand which stakeholders attended meetings
Installing this connection will allow the following permissions:
View all user meetings - used to correlate events and calls
View recording - used to retrieve meeting transcript which is then analyzed for topic, sentiment, and open items
View user information - used to match Staircase user with Zoom user
Set-up
Follow this three step process to connect your Zoom account with Staircase AI. You must have admin permissions in both Zoom and Staircase to complete the integration successfully.
Step 1
Login and click the cog on the left side bar to open up the Integrations settings. Click on the Zoom card. Then 'Connect'.
Step 2
Login with Zoom credentials (Admin permissions required).
Step 3
Click 'Authorize' to allow Staircase access to your Zoom account.
That's it! Now Staircase will have access to your client facing Zoom calls and transcripts. 3 months of historical data will be pulled in and analyzed upon initial connection and all recorded client-facing calls matching team and accounts in Staircase will be analyzed moving forward.
Transcripts
In order for Staircase AI to analyze your Zoom calls, you will need to record them (requires a Zoom Business Plan). Transcription is based on Zoom's built-in transcription. Staircase AI will provide the AI analysis based on the transcript.
Uninstalling
To disconnect Zoom, login and click the cog in the left side bar to open up Integrations settings. Click ‘Disconnect’ on the Zoom card.
Once you click 'Disconnect' a pop up will confirm access was removed and the button text will return to 'Connect'.
Note - If you don't have access to the Staircase application you can uninstall the Staircase app through the Zoom app marketplace.
Login to your Zoom account and navigate to the Zoom app marketplace
Click Manage -> Installed Apps or search for the Staircase app
Click the Staircase app
Click uninstall