You must have Zoom Pro license for recording meetings and summurizing those.
Only meetings where the user is host will be shown in the Client Engagement Agent
Login to zoom account https://www.zoom.us/signin#/login
In your Zoom account, navigate to the Settings tab, then select the Recording tab.
https://www.zoom.us/profile/setting?tab=recording
Locate the Cloud Recording setting and turn it on.
Go to Advanced Cloud Recording and enable Create audio transcript.
To automatically record meetings in the cloud, turn on the Automatic Recording setting and then select Record in the cloud followed by clicking Save. This step is optional. But if this is not enabled, users must have to record the meetings manually every time like shown in next step.
(optional if done step #7) Please ensure that you select that option Record to the cloud when recording during the meeting.
To allow transcript sharing, enable the "Viewers can see the transcript" option.
Keep the Allow cloud recording sharing setting on to let account users access new cloud recordings through a shareable link.
Please ensure that you select that option Record to the cloud when recording during the meeting. (This needs to be done only if automatic recording of the meeting is not turned on by Admin).
Verify the meeting is being recorded. (There is audio note “This meeting is being recorded” ). Also on the top right corner Recording symbol is visible as shown in the images below
After the meeting has ended, ensure that you can view the recording in a processed state. To check if recording is processed and available, visit https://www.zoom.us/recording/ , select Recording & Transcription from the sidebar. In the Cloud recordings tab, verify the recording is processed. Highlighted meeting shows the recording is in Processing state. Wait until it is processed.
After recording is processed, verify the audio transcript is also available. Click on the meeting highlighted above to check audio transcription status. Verify the audio transcription is complete by clicking on the download icon next to Audio transcript.
Please note that it takes some time for Zoom to process the meeting and generate the transcript. Once it is ready you will get an email from the Zoom, then only you can summarize the meeting in agent
If users connect their @outlook.com accounts to the agent, they will not be able to generate meeting summaries. This is because Microsoft does not support recording meetings for @outlook.com accounts. To enable meeting recordings and summaries, users should use a Microsoft 365 work or school account instead.
To initiate recording and transcription during a meeting, locate the "More Actions" option in the top toolbar. From there, select "Record and transcribe," and then choose both "Start recording" and "Start transcription."
After the meeting has ended, locate the chat corresponding to the meeting in Microsoft Teams. Verify the transcription and recording is processed.
Confirm the transcription completely ready, click on transcript as highlighted in above image. The following view will be launched. Verify the file can be downloaded at .vtt file
Please note that it takes some time to process the meeting and generate the transcript. The meeting can be summarized only after transcription is processed.
While scheduling a meeting (using google calendar), please ensure that video conferencing is added and select the “Google Meet” option.
Transcription and video recording can be set while scheduling the meeting or meeting can be recorded by the host after it is started. To set the transcription and recording while scheduling - click on settings icon for video call options as shown below -
Enable transcription and recording from the Meeting Records sidebar option as shown below and save the settings.
During the meeting (if recording is not enabled while scheduling) click on the 3 dots menu in the bottom toolbar, then click on Manage recording option at top.
Now a sidebar will open from right side Check the option Also start a transcript and click on Start Recording button to start the recording
Please be aware that generating a transcript from a Google Meet session may take some time. You will receive an email notification once the transcript is available. Only then should you proceed to summarize the meeting in the agent.
This guide provides a step-by-step process for onboarding a new advisory firm. It outlines the necessary configurations for meeting platforms, CRM systems, and financial data services to ensure a seamless setup.
No admin configuration required, However refer to the User Instructions for guidelines on starting a Google Meet session, which you may want to distribute within your organization.
Log in to the Zoom admin account: Zoom Login
In your Zoom account, navigate to the Admin -> Account Management -> Account Settings tab, then select the Recording & Transcript tab.
https://www.zoom.us/account/setting?tab=recording
Locate the Cloud Recording setting and turn it on.
Go to Advanced Cloud Recording and enable Create audio transcript.
To automatically record meetings in the cloud, turn on the Automatic Recording setting and then select Record in the cloud followed by clicking Save. This step is optional. But if this is not enabled, users must have to record the meetings manually every time.
To allow transcript sharing, enable the "Viewers can see the transcript" option.
Keep the Allow cloud recording sharing setting on to let account users access new cloud recordings through a shareable link.
Admin setup is complete. Next, refer to the User Instructions for guidelines users should follow when starting a Zoom meeting.
Log in with Admin credentials.
click Accept.
Admin setup is complete. Next, refer to the User Instructions for guidelines users should follow when starting a Zoom meeting.
No administrative configuration is currently required to use the Salesforce CRM connection. Organization users can authenticate and connect their accounts directly via OAuth on agent.
No administrative configuration is currently required to use the Salesforce CRM connection. Organization users can authenticate and connect their accounts directly via OAuth on agent.
BridgeFT
No administrative configuration is required. However, refer to the user instructions for guidance on end-user rep code configuration.
✅ Google Meet User Instructions reviewed ✅ Zoom Cloud Recording enabled ✅ Zoom Automatic Recording set up ✅ Zoom transcript sharing enabled ✅ Microsoft Teams admin login accepted ✅ CRM and financial data services verified
This guide ensures a smooth onboarding process for new advisory firms. For further assistance, contact your IT administrator.
You will be presented with following screen. We need to grant admin consent for the UPTIQ partner application.
