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Uptiq Agents
DocumentationUptiq Agents
Uptiq Agents
DocumentationUptiq Agents
  • Agent Setup
    • Client Engagement Agent
      • User Instructions
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On this page
  • Advisory Firm Onboarding Guide
  • Meeting Platforms
  • Google Meet
  • Zoom
  • Microsoft Teams
  • CRM Services
  • Salesforce
  • Wealthbox
  • Financial Data Services
  • Final Checklist
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  1. Agent Setup

Client Engagement Agent

NextUser Instructions

Last updated 2 days ago

Advisory Firm Onboarding Guide

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.

Meeting Platforms

Google Meet

  • 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.

Zoom

  1. Log in to the Zoom admin account: Zoom Login

  2. 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.

  3. Go to Advanced Cloud Recording and enable Create audio transcript.

  4. 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.

  5. To allow transcript sharing, enable the "Viewers can see the transcript" option.

  6. Keep the Allow cloud recording sharing setting on to let account users access new cloud recordings through a shareable link.

  7. Admin setup is complete. Next, refer to the User Instructions for guidelines users should follow when starting a Zoom meeting.

Microsoft Teams

  1. Open the following url. https://login.microsoftonline.com/common/adminconsent?client_id=b65db392-c4ca-4627-a594-1b41864a7344

  2. Log in with Admin credentials.

  4. click Accept.

  5. Admin setup is complete. Next, refer to the User Instructions for guidelines users should follow when starting a Zoom meeting.

CRM Services

Salesforce

  • 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.

Wealthbox

  • 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.

Financial Data Services

BridgeFT

  • No administrative configuration is required. However, refer to the user instructions for guidance on end-user rep code configuration.

Final Checklist

✅ 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.