Plan: This feature is only available for the Enterprise plan.
Integrating Zoom Phone with Otter.ai offers a seamless connection between your calls and workflow productivity post-call. Once connected, Otter will automatically sync all future Zoom Phone calls for all members of the Workspace to Otter to be transcribed and automatically summarized. All synced calls will appear in My Conversations on Otter’s side. By automatically syncing and transcribing Zoom Phone calls with Otter, users will be able to take advantage of the many powerful AI features that Otter provides:
- Quickly overview the AI summary and Outline of a call.
- Pull insights and key points through the Sales Insights feature.
- Use Otter AI Chat to pull more details from the call, ask questions, and generate the next steps.
- Assign action items and collaborate with your team members.
Connect Zoom Phone to Otter
Note: Only an admin can connect Zoom Phone for the Workspace. If you are a member of a Workspace, contact your admin to connect your Zoom Phone account. Learn more about roles and permissions in a Workspace.
- As the admin, sign in to Otter.ai.
- Click on Apps on the left navigation menu.
- Next to Zoom Phone, click Add.
Note: If Zoom Phone is not showing as an option on the Apps page, please contact your Otter account manager.
- Continue through the sign-in flow to connect your Zoom account.
- Under Connect type, select Cloud.
- Add your Client ID and Client secret.
- Click Connect when finished.
Note: If you have any questions about the details needed to fill out the fields, contact our Otter Support Team for more assistance. - Zoom Phone is now connected to the entire Workspace. Future Zoom Phone calls will sync over to My Conversations.
Member view
It will show as connected for all members of a Workspace in Account Settings > Apps.
Note: Members of a Workspace can contact their admins to make changes to their account.