Zoom

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Overview

The integration with Zoom is a great way to get product insights from your team meetings with customers. With the integration, your team can:

• Surface trends in customer meetings
• Extract common feature requests, bug reports, and questions
• Understand customer needs directly from meeting discussions
• Summarize meeting communications into actionable product insights

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Prerequisites

• Admin access to your Zoom account
• Access to Reforge Insight Analytics
• Cloud recordings with transcripts enabled in your Zoom account

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Adding the App

You can find the Zoom integration on your integration settings page.

A user with access to both Reforge Insight Analytics as well as Zoom will need to authorize the connection.

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Usage

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Features and Actions

1. Selecting Users

   • After connecting, you’ll see a list of users from your Zoom account
   • Select the users whose meeting recordings you want to import
   • Only cloud recordings with transcripts will be available for import

2. Importing Transcripts

   • Once users are selected, the system will automatically import their meeting recordings
   • New recordings will be imported on a regular basis
   • You can view imported transcripts in your Snippets page

3. Managing Data

   • All imported transcripts are stored securely in Reforge Insight Analytics
   • You can view, search, and analyze transcripts through the platform
   • Transcripts are processed to extract feedback insights and trends

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Removing the App

To remove the Zoom integration:

1. Go to your zoom integration settings page.
2. Click “Disconnect Integration”

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Implications of Removal

• The integration will stop importing new meeting recordings
• Previously imported transcripts will remain in Reforge Insight Analytics
• You will need to re-authorize if you want to reconnect in the future

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Data Handling

• All previously imported transcripts will be retained in Reforge Insight Analytics
• No data will be deleted from your Zoom account
• You can request data deletion from Reforge Insight Analytics if needed

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Troubleshooting

Common issues and solutions:

1. Authorization Issues

   • Ensure you have admin access to your Zoom account
   • Try logging out and back into both Zoom and Reforge Insight Analytics
   • Check if your Zoom account has the necessary permissions enabled

2. Missing Transcripts

   • Verify that cloud recordings are enabled in your Zoom account
   • Ensure transcripts are being generated for your meetings
   • Check if the selected users have recent recorded meetings with transcripts. On initial import, we look for meetings up to 1 week in the past.

3. Connection Problems

   • Clear your browser cache and cookies
   • Try using a different browser
   • Check your internet connection

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FAQ

Q: What permissions does the integration require? A: The integration requires admin access to your Zoom account to read users, meeting recordings and transcripts, and meeting participants.

Q: How often are new recordings imported? A: New recordings are imported automatically every 24 hours.

Q: What happens if I disconnect and reconnect the integration? A: Previously imported transcripts will remain in the system, and new recordings will begin importing again.

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Support

You can email us at hello@reforge.com or use the widget on the bottom right of the Insight Analytics app to submit feedback.

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Data Collected

For each selected user, we will load recording information including the following from the Zoom API:

• Metadata (Basic details such as meeting date, title, meeting URL, etc)
• Participants (A list of the meeting’s participants)
• Media (The media urls of the meeting)
• Meeting transcripts (The full transcript content of the meeting)

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Pricing Volume Impact

Entity Type	Volume Impact
Transcript	10x

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Alternative Methods

If you do not have access to Zoom, but have meeting transcripts, you can still upload them directly to Reforge Insight Analytics by navigating to the feedback page and then clicking ”+ Feedback” and choosing “Import Transcripts”.