Momentum AI and Zoom Groups

Momentum AI uses Zoom groups to control which meetings are recorded and analyzed. Follow these steps as a Zoom admin to create (or repurpose) a group, lock down the right recording settings, and add the reps you want Momentum to cover.

Before You Start

• You must be a Zoom Admin with access to group management.
• Verify that the teammates you plan to add have Licensed Zoom seats.

Create or Select a Zoom Group

1. In the Zoom web portal, open User Management and choose Groups.

2. Use an existing group if it already contains the reps you want Momentum to analyze. Otherwise, click Add Group, name it, and save.

Configure Recording Defaults for the Group

1. Open your new (or existing) group and go to the Recording tab.

2. Scroll to Cloud recording and switch it on. Enable Create audio transcript, lock that setting so users can’t disable it, and click Save.

Add Licensed Users to the Group

1. Go back to User Management and select Users.

2. Check the box next to each licensed user whose calls should flow into Momentum, then click Group.

3. Pick the Zoom group you just configured and confirm with Save.

That’s it! Momentum AI will start receiving the cloud recordings and transcripts for every hosted meeting from the users in this group.