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Overview

You can import Zoom Cloud recordings directly into your project by connecting your Zoom account to OCSEE. These recordings can be transcribed and tagged to surface key moments in customer interviews, calls and meetings.

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Set up Zoom integration

  • To connect your Zoom account, open ⚙️ Settings → Integrations, locate Zoom and click •••.
  • Next, select Connect and continue to login to your Zoom account, review requested permissions, and confirm the connection.
  • Once connected, you will be able to import Zoom Cloud recordings directly from Zoom into Projects in OCSEE.
When you connect Zoom to OCSEE, you will grant OCSEE access to your individual user meeting recordings and your Zoom user details. We use this information to display and import your cloud recordings to OCSEE, and to link your Zoom user account with OCSEE.
If you’re having trouble connecting the right Zoom account, please log out of Zoom in your web browser first and then follow the steps above.

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Import Zoom recordings to Projects

Once you have connected your Zoom account, you can import recordings directly into Projects transcribed, summarized, and analyzed.
  • To do this, open a Project, click Data and select + New.
  • Next, select Zoom under Import from and select the recordings you wish to import.
  • Once confirmed, each recording will be imported into your project as separate objects for you to start analyzing in your project.

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Disconnect your Zoom account

When you disconnect OCSEE, we will no longer have access to your cloud recordings or your Zoom user information. Any recordings that you have imported into OCSEE before disconnecting will not be deleted and will remain in OCSEE.
  • If you wish to disconnect Zoom account from OCSEE, select ⚙️ Settings → Integrations, locate Zoom, click ••• and select Disconnect.

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Troubleshooting

If you are using one Zoom account with other people in your organization, please ensure the account is connected to one OCSEE account only. If a user person connects to a Zoom account that is currently connected to another user, this will cause issues in the integration and break previous connections on OCSEE. To reset the connection, you will need to disconnect your Zoom account from OCSEE. Once disconnected, please log back into your OCSEE account to reconnect your Zoom account.
  • user:read:user - cloud_recording:read:recording - meeting:read:meeting

Continuous discovery

Set up once so recorded calls arrive transcribed and highlighted.