Connecting Your Zoom Account

Overview#Copy link

Connecting your Zoom account to Agency Hero allows the platform to access your meeting data and provide AI-powered intelligence, transcription, and automated workflows. This connection is required for Agency Hero to capture client meetings, generate meeting summaries, and extract action items and decisions.

Why Connect Zoom?#Copy link

Agency Hero uses Zoom integration to:

• Automatically detect and join scheduled client meetings
• Record and transcribe meeting conversations
• Extract intelligence (decisions, action items, risks, questions) from discussions
• Build longitudinal client context across all meetings in a workspace
• Generate post-meeting deliverables and follow-up communications

Without a connected Zoom account, Agency Hero cannot access meeting data for processing.

OAuth Security#Copy link

The Zoom connection uses OAuth authentication, which means:

• You authorize Agency Hero through Zoom’s official authentication flow
• Agency Hero never sees or stores your Zoom password
• You can revoke access at any time through your Zoom account settings
• Token management is handled automatically by the platform

Connecting Your Account#Copy link

To connect your Zoom account:

1. Navigate to Settings in Agency Hero
2. Go to the Video Conferencing section
3. Click the option to connect your Zoom account
4. You’ll be redirected to Zoom’s authorization page
5. Review the requested permissions and approve the connection
6. You’ll be redirected back to Agency Hero with your account connected

Required Permissions#Copy link

Agency Hero requests access to:

• View your scheduled meetings
• Access meeting details and participant information
• Join meetings as a bot participant for recording purposes

These permissions allow the platform to monitor your calendar, detect client meetings based on workspace rules, and capture meeting content for intelligence extraction.

What Happens After Connection#Copy link

Once your Zoom account is connected:

• Agency Hero monitors your Zoom calendar for meetings matching workspace rules
• The platform automatically joins configured meetings to record and transcribe
• Meeting data is processed through AI workflows to extract intelligence
• Transcripts and intelligence items are stored in the appropriate workspace
• You can review and finalize meeting outputs through the platform interface

Managing Your Connection#Copy link

You can disconnect or reconnect your Zoom account at any time through the Video Conferencing settings page. Disconnecting will prevent Agency Hero from accessing new meetings, but existing meeting data in your workspaces will remain available.

Next Steps#Copy link

After connecting Zoom:

• Configure meeting rules to define which meetings Agency Hero should join
• Set up workspace rules to route meetings to the correct client workspace
• Review your notification preferences for meeting alerts