> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Zoom
> What agents can do in Zoom at each access level, and how to connect, limit, and disconnect Zoom.
Connect Zoom so your agents can work in your Zoom account. You choose an access level for each account, and Squad refuses any agent action outside that level.
## Access levels
Each Zoom account has an access level: **Read-only**, **Schedule meetings**, and **Full access**. Squad refuses any agent action outside that level. You can also narrow or block single agents under **Per-agent access**.
| Level | The connect window describes this level as | Actions agents can use |
| ----------------------------------- | ------------------------------------------------------- | ---------------------- |
| **Read-only** | "See meetings and recordings. Cannot create or modify." | 57 of 105 |
| **Schedule meetings** (recommended) | "Read existing meetings and create new ones." | 85 of 105 |
| **Full access** | "Manage meetings, recordings, webinars, and settings." | 105 of 105 |
The description of **Read-only** does not cover every action at that level. This level also allows: Create whiteboard export.
**Schedule meetings** is the recommended level. The connect window selects it for you, and you can choose another level.
The Zoom sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.
## What agents can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.
**Find an action.** Open a level and use your browser's find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example "What can you do in my Zoom account?" The agent can search the Zoom actions for you.
Each action shows its name, a one-line description where the Zoom action catalog has one, and its slug. The slug is the ID that agents use when they call the action.
Agents can use 57 of the 105 Zoom actions at this level:
* View deals
* View activities
* View and create exports
* View meetings
* View comments
* View and search contacts
* View conversations
* View files
* View interactions
* View participants
* View playlists
* View projects
All 57 actions at this level:
| Action | What it does | Slug |
| --------------------- | ---------------------------------------------------------------- | ---------------------------- |
| List zra CRM accounts | Lists CRM accounts from Zoom Revenue Accelerator by account IDs. | `ZOOM_LIST_ZRA_CRM_ACCOUNTS` |
| Action | What it does | Slug |
| ------------------------------------ | ------------------------------------------------------------------------------------ | ------------------------------------------- |
| Download whiteboard session activity | Downloads the activity archive file for a whiteboard archiving session. | `ZOOM_DOWNLOAD_WHITEBOARD_SESSION_ACTIVITY` |
| Get iq deal activities | DEPRECATED: Use ZOOM\_GET\_ZRA\_DEAL\_ACTIVITIES instead (Zoom rebranded IQ to ZRA). | `ZOOM_GET_IQ_DEAL_ACTIVITIES` |
| Get zra deal activities | Retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal. | `ZOOM_GET_ZRA_DEAL_ACTIVITIES` |
| Action | What it does | Slug |
| --------------------------------- | ---------------------------------------------------------------------------------- | ---------------------------------------- |
| Get marketplace user apps | Retrieves a paginated list of Zoom Marketplace apps installed for a specific user. | `ZOOM_GET_MARKETPLACE_USER_APPS` |
| Validate marketplace app manifest | Validate a Zoom Marketplace app manifest before submission or update. | `ZOOM_VALIDATE_MARKETPLACE_APP_MANIFEST` |
| Action | What it does | Slug |
| ------------------------ | -------------------------------------------------------------------------- | ------------------------------- |
| List webinar registrants | Retrieves the list of registrants for a webinar with registration enabled. | `ZOOM_LIST_WEBINAR_REGISTRANTS` |
| Action | What it does | Slug |
| -------------------------------- | ---------------------------------------------------------------------------------------- | --------------------------------------- |
| List project collaborators | Lists all collaborators for a whiteboard project, including their roles and permissions. | `ZOOM_LIST_PROJECT_COLLABORATORS` |
| List users collaboration devices | List collaboration devices associated with a user. | `ZOOM_LIST_USERS_COLLABORATION_DEVICES` |
| Action | What it does | Slug |
| ----------------------------- | ------------------------------------------------------------------------------------------ | ------------------------------------ |
| Get iq conversation comments | DEPRECATED: Use ZOOM\_GET\_ZRA\_CONVERSATION\_COMMENTS instead (Zoom rebranded IQ to ZRA). | `ZOOM_GET_IQ_CONVERSATION_COMMENTS` |
| Get zra conversation comments | Retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation. | `ZOOM_GET_ZRA_CONVERSATION_COMMENTS` |
| Action | What it does | Slug |
| ----------------------- | ------------------------------------------------------------------------ | ------------------------------ |
| List zra CRM contacts | Retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA). | `ZOOM_LIST_ZRA_CRM_CONTACTS` |
| Search company contacts | Search company contacts in Zoom by first name, last name, or email. | `ZOOM_SEARCH_COMPANY_CONTACTS` |
| Action | What it does | Slug |
| ------------------------------------ | --------------------------------------------------------------- | ------------------------------------------- |
| Get iq conversation content analysis | Retrieve content analysis for a Zoom IQ conversation by its ID. | `ZOOM_GET_IQ_CONVERSATION_CONTENT_ANALYSIS` |
| Action | What it does | Slug |
| ---------------------- | ---------------------------------------------------------------------------------- | ----------------------------- |
| List iq conversations | DEPRECATED: Use ZOOM\_LIST\_ZRA\_CONVERSATIONS instead (Zoom rebranded IQ to ZRA). | `ZOOM_LIST_IQ_CONVERSATIONS` |
| List zra conversations | List all conversations in Zoom Revenue Accelerator. | `ZOOM_LIST_ZRA_CONVERSATIONS` |
| Action | What it does | Slug |
| ---------------------------------- | ------------------------------------------------------------- | ----------------------------------------- |
| List marketplace app custom fields | Retrieve custom fields configured for a Zoom Marketplace app. | `ZOOM_LIST_MARKETPLACE_APP_CUSTOM_FIELDS` |
| Action | What it does | Slug |
| ------------------ | ------------------------------------------------------------------------------ | ------------------------- |
| Get iq deal | Get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ). | `ZOOM_GET_IQ_DEAL` |
| List iq deals | DEPRECATED: Use ZOOM\_LIST\_ZRA\_DEALS instead (Zoom rebranded IQ to ZRA). | `ZOOM_LIST_IQ_DEALS` |
| List zra CRM deals | Retrieve CRM deal information from Zoom Revenue Accelerator (ZRA). | `ZOOM_LIST_ZRA_CRM_DEALS` |
| List zra deals | List deals from Zoom Revenue Accelerator (ZRA). | `ZOOM_LIST_ZRA_DEALS` |
| Action | What it does | Slug |
| ---------------------------- | ---------------------------------------------------------------------------------------- | ----------------------------------- |
| Create whiteboard export | Creates an export task to generate PDF exports and audit logs for specified whiteboards. | `ZOOM_CREATE_WHITEBOARD_EXPORT` |
| Download whiteboard export | Downloads the exported whiteboard content for a completed whiteboard export task. | `ZOOM_DOWNLOAD_WHITEBOARD_EXPORT` |
| Get whiteboard export status | Retrieves the status of a whiteboard export task by its task ID. | `ZOOM_GET_WHITEBOARD_EXPORT_STATUS` |
| Action | What it does | Slug |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------- |
| Download imported whiteboard file | Downloads a specific file that was imported into a whiteboard, including images, PDFs, DOCX, and other supported file formats. | `ZOOM_DOWNLOAD_IMPORTED_WHITEBOARD_FILE` |
| List archived files | Lists archived meeting and webinar files within a specified date range (max 7 days). | `ZOOM_LIST_ARCHIVED_FILES` |
| Action | What it does | Slug |
| --------------------------------- | ---------------------------------------------------------------------------------------------- | ---------------------------------------- |
| Get iq conversation interactions | DEPRECATED: Use ZOOM\_GET\_ZRA\_CONVERSATION\_INTERACTIONS instead (Zoom rebranded IQ to ZRA). | `ZOOM_GET_IQ_CONVERSATION_INTERACTIONS` |
| Get zra conversation interactions | Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation. | `ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS` |
| Action | What it does | Slug |
| ------------------ | --------------------------------------------------------------------- | ------------------------- |
| List zra CRM leads | Retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA). | `ZOOM_LIST_ZRA_CRM_LEADS` |
| Action | What it does | Slug |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------- |
| Get a meeting | Retrieves detailed information about a Zoom meeting by its ID. | `ZOOM_GET_A_MEETING` |
| Get a meeting summary | IMPORTANT: This action requires a PAID Zoom account (Pro, Business, or Enterprise plan). | `ZOOM_GET_A_MEETING_SUMMARY` |
| List meetings | This Zoom API lists a user's scheduled meetings using the me value for user-level apps, excluding instant meetings and only showing unexpired ones. | `ZOOM_LIST_MEETINGS` |
| List past meeting instances | Retrieve all UUIDs for past instances of a given meeting. | `ZOOM_LIST_PAST_MEETING_INSTANCES` |
| Action | What it does | Slug |
| ----------------------------- | -------------------------------------------------------------------------------- | ------------------------------------ |
| Get past meeting participants | Retrieves the list of participants who attended a past (ended) Zoom meeting. | `ZOOM_GET_PAST_MEETING_PARTICIPANTS` |
| List webinar participants | Get a list of past webinar participants with a Pro plan or above plus an add-on. | `ZOOM_LIST_WEBINAR_PARTICIPANTS` |
| Action | What it does | Slug |
| ------------------------------------ | -------------------------------------------------------------------------------------------------- | ------------------------------------------- |
| Get iq user conversations playlists | DEPRECATED: Use ZOOM\_LIST\_ZRA\_USER\_CONVERSATION\_PLAYLISTS instead (Zoom rebranded IQ to ZRA). | `ZOOM_GET_IQ_USER_CONVERSATIONS_PLAYLISTS` |
| List zra user conversation playlists | List conversation playlists for a specific user in Zoom Revenue Accelerator. | `ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS` |
| Action | What it does | Slug |
| ------------- | ----------------------------------------------------------------------------- | -------------------- |
| Get project | Retrieves detailed information about a specific whiteboard project by its ID. | `ZOOM_GET_PROJECT` |
| List projects | Lists all whiteboard projects accessible to the user. | `ZOOM_LIST_PROJECTS` |
| Action | What it does | Slug |
| ---------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------- |
| Get meeting recordings | To download meeting recordings, use download\_url. | `ZOOM_GET_MEETING_RECORDINGS` |
| List all recordings | This text details how to list Zoom cloud recordings for a user, notably by using "me" for user-level apps and requiring an OAuth token for access. | `ZOOM_LIST_ALL_RECORDINGS` |
| Action | What it does | Slug |
| ---------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------- |
| Get daily usage report | The daily report provides Zoom service usage details, like new users, meetings, participants, and minutes per day for a month, requiring a Pro plan or higher. | `ZOOM_GET_DAILY_USAGE_REPORT` |
| Action | What it does | Slug |
| ------------------------------- | -------------------------------------------------------------------------------------------- | -------------------------------------- |
| Get iq conversation scorecards | DEPRECATED: Use ZOOM\_GET\_ZRA\_CONVERSATION\_SCORECARDS instead (Zoom rebranded IQ to ZRA). | `ZOOM_GET_IQ_CONVERSATION_SCORECARDS` |
| Get zra conversation scorecards | Retrieve scorecards for a specific conversation in Zoom Revenue Accelerator. | `ZOOM_GET_ZRA_CONVERSATION_SCORECARDS` |
| Action | What it does | Slug |
| ---------------------- | ------------------------------------------------------------------------------------- | ----------------------------- |
| Get whiteboard session | Retrieves detailed information about a specific whiteboard session by its session ID. | `ZOOM_GET_WHITEBOARD_SESSION` |
| Action | What it does | Slug |
| ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------- |
| List users settings | Retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences. | `ZOOM_LIST_USERS_SETTINGS` |
| List zra CRM settings | Retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA). | `ZOOM_LIST_ZRA_CRM_SETTINGS` |
| List zra settings indicators | Retrieve account indicator settings for Zoom Revenue Accelerator (ZRA). | `ZOOM_LIST_ZRA_SETTINGS_INDICATORS` |
| Action | What it does | Slug |
| ------------------------------ | ------------------------------------------------------------------ | ------------------------------------- |
| List meeting summary templates | Retrieve a list of meeting summary templates for a specified user. | `ZOOM_LIST_MEETING_SUMMARY_TEMPLATES` |
| Action | What it does | Slug |
| --------------------------------- | -------------------------------------------------------------------------------- | ---------------------------------------- |
| Get marketplace user entitlements | Retrieves marketplace entitlements for a specific Zoom user by ID or 'me'. | `ZOOM_GET_MARKETPLACE_USER_ENTITLEMENTS` |
| Get user | Retrieves detailed information about a specific Zoom user by ID, email, or 'me'. | `ZOOM_GET_USER` |
| Action | What it does | Slug |
| ------------- | ------------------------------------------------------------------------------------------------------ | -------------------- |
| Get a webinar | Access Zoom Webinar details requires Pro or higher plan and Webinar add-on. | `ZOOM_GET_A_WEBINAR` |
| List webinars | The API lists all scheduled webinars for Zoom users with a webinar plan, using me for user-level apps. | `ZOOM_LIST_WEBINARS` |
| Action | What it does | Slug |
| ---------------- | ------------------------------------------------------- | ----------------------- |
| Get whiteboard | Retrieves details about a specific whiteboard document. | `ZOOM_GET_WHITEBOARD` |
| List whiteboards | Lists all whiteboards accessible to the user. | `ZOOM_LIST_WHITEBOARDS` |
| Action | What it does | Slug |
| ------------------ | -------------------------------------------------------------------------------- | ------------------------- |
| List devices | Lists devices in your Zoom account managed through Zoom Device Management (ZDM). | `ZOOM_LIST_DEVICES` |
| List zra scheduled | List scheduled Zoom Revenue Accelerator (ZRA) items. | `ZOOM_LIST_ZRA_SCHEDULED` |
Agents can use 85 of the 105 Zoom actions at this level: everything in **Read-only**, plus:
* Create and update comments
* Create conversations
* Create and update collaborators
* Create and update whiteboards
* Create attendees
* Create and update meetings
* Create and update projects
* Create and update settings
* Create account details
* Create files
* Update labels
The 28 actions that this level adds to **Read-only**:
| Works on | Action | What it does | Slug |
| ------------------- | ---------------------------------- | -------------------------------------------------------------------------------------------------- | ----------------------------------------- |
| **Account details** | Create zra CRM accounts | Create or update CRM accounts in Zoom Revenue Accelerator (ZRA). | `ZOOM_CREATE_ZRA_CRM_ACCOUNTS` |
| **Attendees** | Add a meeting registrant | Registers a participant for a Zoom meeting that has registration enabled. | `ZOOM_ADD_A_MEETING_REGISTRANT` |
| | Add a webinar registrant | Registers a participant for a Zoom webinar that has registration enabled. | `ZOOM_ADD_A_WEBINAR_REGISTRANT` |
| **Collaborators** | Add project collaborators | Adds one or more collaborators to a whiteboard project. | `ZOOM_ADD_PROJECT_COLLABORATORS` |
| | Add whiteboard collaborator | Adds one or more collaborators to a whiteboard. | `ZOOM_ADD_WHITEBOARD_COLLABORATOR` |
| | Update project collaborators | Updates collaborator permissions for a whiteboard project. | `ZOOM_UPDATE_PROJECT_COLLABORATORS` |
| **Comments** | Create iq conversation comment | DEPRECATED: Use ZOOM\_CREATE\_ZRA\_CONVERSATION\_COMMENT instead (Zoom rebranded IQ to ZRA). | `ZOOM_CREATE_IQ_CONVERSATION_COMMENT` |
| | Create zra conversation comment | Create a comment on a Zoom Revenue Accelerator conversation. | `ZOOM_CREATE_ZRA_CONVERSATION_COMMENT` |
| | Update iq conversation comment | DEPRECATED: Use ZOOM\_UPDATE\_ZRA\_CONVERSATION\_COMMENT instead (Zoom rebranded IQ to ZRA). | `ZOOM_UPDATE_IQ_CONVERSATION_COMMENT` |
| | Update zra conversation comment | Update a comment in a Zoom Revenue Accelerator conversation. | `ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT` |
| **Conversations** | Create iq conversation | DEPRECATED: Use ZOOM\_CREATE\_ZRA\_CONVERSATION instead (Zoom rebranded IQ to ZRA). | `ZOOM_CREATE_IQ_CONVERSATION` |
| | Create iq user conversation | DEPRECATED: Use ZOOM\_CREATE\_ZRA\_USER\_CONVERSATION instead (Zoom rebranded IQ to ZRA). | `ZOOM_CREATE_IQ_USER_CONVERSATION` |
| | Create zra conversation | Create a new conversation in Zoom Revenue Accelerator (ZRA). | `ZOOM_CREATE_ZRA_CONVERSATION` |
| | Create zra user conversation | Create a new conversation in Zoom Revenue Accelerator for a specific user. | `ZOOM_CREATE_ZRA_USER_CONVERSATION` |
| | Update iq conversation host | DEPRECATED: Use ZOOM\_UPDATE\_ZRA\_CONVERSATION\_HOST instead (Zoom rebranded IQ to ZRA). | `ZOOM_UPDATE_IQ_CONVERSATION_HOST` |
| | Update zra conversation host | Update the host of a Zoom Revenue Accelerator (ZRA) conversation. | `ZOOM_UPDATE_ZRA_CONVERSATION_HOST` |
| **Files** | Upload whiteboard file | Uploads a file to be used in Zoom Whiteboard. | `ZOOM_UPLOAD_WHITEBOARD_FILE` |
| **Labels** | Update classification label | Updates an existing classification label in Zoom Whiteboard. | `ZOOM_UPDATE_CLASSIFICATION_LABEL` |
| **Meetings** | Create a meeting | Enable Zoom meeting creation via user-level apps with "me". | `ZOOM_CREATE_A_MEETING` |
| | Update a meeting | To update a meeting via API, ensure start\_time is future-dated. | `ZOOM_UPDATE_A_MEETING` |
| **Projects** | Create project | Creates a new whiteboard project in Zoom. | `ZOOM_CREATE_PROJECT` |
| | Update project | Updates the name of an existing whiteboard project in Zoom. | `ZOOM_UPDATE_PROJECT` |
| **Settings** | Create zra CRM settings | Register a new CRM API integration for Zoom Revenue Accelerator (ZRA). | `ZOOM_CREATE_ZRA_CRM_SETTINGS` |
| | Update whiteboard share settings | Updates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard. | `ZOOM_UPDATE_WHITEBOARD_SHARE_SETTINGS` |
| **Whiteboards** | Apply classification to whiteboard | Applies or updates a classification label on a whiteboard. | `ZOOM_APPLY_CLASSIFICATION_TO_WHITEBOARD` |
| | Create whiteboard | Creates a new whiteboard for the authenticated user. | `ZOOM_CREATE_WHITEBOARD` |
| | Import whiteboard | Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files). | `ZOOM_IMPORT_WHITEBOARD` |
| | Move whiteboards to project | Moves one or more whiteboards to a specified Zoom Whiteboard project. | `ZOOM_MOVE_WHITEBOARDS_TO_PROJECT` |
Agents can use 105 of the 105 Zoom actions at this level: everything in **Schedule meetings**, plus:
* Delete activities
* Delete collaborators
* Delete comments
* Delete conversations
* Create contacts
* Create deals
* Delete files
* Create leads
* Delete meetings
* Delete projects
* Delete recordings
* Delete settings
The 20 actions that this level adds to **Schedule meetings**:
| Works on | Action | What it does | Slug |
| ----------------- | -------------------------------- | -------------------------------------------------------------------------------------------- | --------------------------------------- |
| **Activities** | Delete iq deal activities | DEPRECATED: Use ZOOM\_DELETE\_ZRA\_DEAL\_ACTIVITIES instead (Zoom rebranded IQ to ZRA). | `ZOOM_DELETE_IQ_DEAL_ACTIVITIES` |
| | Delete zra deal activities | Delete activities from a Zoom Revenue Accelerator (ZRA) deal. | `ZOOM_DELETE_ZRA_DEAL_ACTIVITIES` |
| **Collaborators** | Delete project collaborator | Removes a collaborator from a whiteboard project. | `ZOOM_DELETE_PROJECT_COLLABORATOR` |
| | Delete whiteboard collaborator | Removes a collaborator from a whiteboard. | `ZOOM_DELETE_WHITEBOARD_COLLABORATOR` |
| | Update whiteboard collaborator | Updates collaborator settings for a whiteboard. | `ZOOM_UPDATE_WHITEBOARD_COLLABORATOR` |
| **Comments** | Delete iq conversation comment | DEPRECATED: Use ZOOM\_DELETE\_ZRA\_CONVERSATION\_COMMENT instead (Zoom rebranded IQ to ZRA). | `ZOOM_DELETE_IQ_CONVERSATION_COMMENT` |
| | Delete zra conversation comment | Delete a comment from a Zoom Revenue Accelerator conversation. | `ZOOM_DELETE_ZRA_CONVERSATION_COMMENT` |
| **Contacts** | Create zra CRM contacts | Bulk import or delete CRM contacts in Zoom Revenue Accelerator. | `ZOOM_CREATE_ZRA_CRM_CONTACTS` |
| **Conversations** | Delete iq conversation | DEPRECATED: Use ZOOM\_DELETE\_ZRA\_CONVERSATION instead (Zoom rebranded IQ to ZRA). | `ZOOM_DELETE_IQ_CONVERSATION` |
| | Delete zra conversation | Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID. | `ZOOM_DELETE_ZRA_CONVERSATION` |
| **Deals** | Create zra CRM deals | Bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA). | `ZOOM_CREATE_ZRA_CRM_DEALS` |
| **Files** | Delete recording file | | `ZOOM_DELETE_RECORDING_FILE` |
| **Leads** | Create zra CRM leads | Bulk import CRM leads into Zoom Revenue Accelerator (ZRA). | `ZOOM_CREATE_ZRA_CRM_LEADS` |
| **Meetings** | Delete a meeting | Delete or cancel a scheduled Zoom meeting. | `ZOOM_DELETE_A_MEETING` |
| **Projects** | Delete project | Deletes a whiteboard project by its ID. | `ZOOM_DELETE_PROJECT` |
| **Recordings** | Delete meeting recordings | Deletes all cloud recordings for a meeting or webinar. | `ZOOM_DELETE_MEETING_RECORDINGS` |
| **Settings** | Delete zra CRM settings | Deletes CRM settings for Zoom Revenue Accelerator (ZRA). | `ZOOM_DELETE_ZRA_CRM_SETTINGS` |
| **Whiteboards** | Delete whiteboard | Deletes a whiteboard by its unique identifier. | `ZOOM_DELETE_WHITEBOARD` |
| | Remove whiteboard classification | Removes the classification label from a whiteboard. | `ZOOM_REMOVE_WHITEBOARD_CLASSIFICATION` |
| | Remove whiteboards from project | Removes one or more whiteboards from a specified Zoom Whiteboard project. | `ZOOM_REMOVE_WHITEBOARDS_FROM_PROJECT` |
## Connect Zoom
Before you start:
* You need a Zoom account that you can sign in to.
* Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open **Settings** > **Integrations**.
On the **Connected apps** tab, click **+ Add integration**.
Find **Zoom** in the catalog and click it. You can type the name in **Search the catalog…**.
Under **Default scope**, choose an access level. This level applies to every agent.
Click **Connect Zoom**. The Zoom sign-in page opens in a new tab.
Sign in to Zoom and approve the request.
Check that it works: Zoom shows under **YOUR CONNECTIONS**, with a row for the account and its access level.
## Change the access level
1. Under **YOUR CONNECTIONS**, find the Zoom account.
2. Open the account menu (⋯) and click **Manage scope**.
3. Under **Default scope**, choose the new level.
4. Click **Save access**.
The change does not need a new sign-in. Agents get the new level from their next call.
## Set access for one agent
Every agent uses the account's level unless you set something else for it. You can narrow one agent to a lower level, or block it.
1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Zoom account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose the **Default** option to follow the account's level, choose a lower level, or choose **No access**.
5. Click **Save access**.
An agent never gets more than the account's level, even if you choose a higher level for it. Changes apply from the agent's next call. An agent with **No access** does not see the account.
## Use more than one Zoom account
Click **+ Account** on the Zoom card to connect another account. Agents use the primary account unless they are asked to use a specific one.
* After you click **+ Account**, follow the connect steps above.
* Each account has its own access level.
* The first account you connect becomes the primary account. It shows **★ PRIMARY**.
* To change the primary account, open the account menu (⋯) and click **Make primary**.
* To tell accounts apart, open the account menu (⋯) and click **Rename**.
## Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Zoom side:
1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Zoom**.
3. Sign in to Zoom and approve the request.
Reconnect signs in to the same account again. It does not add a second connection.
Open the account menu (⋯) on the Zoom account and click **Disconnect**. Agents lose access to that account at once.
**Disconnect** acts at once, with no confirmation step. If it was the primary account, another connected Zoom account becomes primary.
## Costs
Zoom actions do not use Squad credits. Connected apps never use credits. For what does use credits, see [What Squad costs](/docs/costs).
## Troubleshooting
An agent reports that an action is not allowed on this account.
* Cause: the action is outside the account's access level, or outside the level you set for that agent.
* Fix: choose a higher level in **Manage scope**, or change the agent's row under **Per-agent access**.
An agent says it has no access to Zoom, or it does not see the account.
* Cause: the agent is set to **No access** under **Per-agent access**, or the account is not connected.
* Fix: open **Manage scope** and change the agent's row. If the account is missing, connect it again.
Connecting or saving fails with "Your subscription isn't active."
* Cause: your Squad subscription is not active.
* Fix: resubscribe. See [Manage your subscription](/docs/billing).
An agent says the Zoom connection has expired.
* Cause: the sign-in for that account is no longer valid.
* Fix: use **Reconnect** on the account.
## Common questions
Each Zoom account has an access level: **Read-only**, **Schedule meetings**, and **Full access**. Squad refuses any agent action outside that level. You can also narrow or block single agents under **Per-agent access**.
Click **+ Account** on the Zoom card to connect another account. Agents use the primary account unless they are asked to use a specific one.
Open the account menu (⋯) on the Zoom account and click **Disconnect**. Agents lose access to that account at once.
## Related pages
Use this when an action you need is not in this app.