Salesrooms AI Meeting Assistant for Zoom transcribes, summarizes and generates video highlight clips - ready to share with the buyer as soon as the meeting ends. And once you connect your CRM (like HubSpot or Salesforce), Salesroom will automatically log your meeting, saving you time!
Installing the Salesroom App
As a new user
You can sign up for a Salesroom account within the Zoom App, just click "Sign Up" and follow the on screen instructions to create your account.
As an existing user
Use you google or MS account to login to Salesroom, or email and password combo.
Using the Salesroom App
On the main page you will be shown a list of your 5 most recent meetings with a link to view them in the Salesroom Application.
Once you start a meeting, the app will allow you to "Start Recording" which will add your Salesroom AI Meeting Assistant to the call.
🗣️ Please note: Recording does require permissions and works best if you are the meeting host. If you are having problems adding your meeting assistant please check out the troubleshooting docs or contact us for help.
You can stop recording at any time to start generating a meeting overview. And of course, start again if you have multiple back to back meetings.
Customizing the Name of your Assistant
You can set the name of your meeting assistant on a personal, team or organization level.
To set your personal assistant's name head to your default meeting settings and look for "Zoom Meeting Assistant" section at the bottom of the page:
To set your Team or Organization assistant's name head to the details page and click "Edit", you'll find the section at the bottom of the form. Access to this setting may be limited according to your team or organization role.
How to uninstall
You can find full instructions to uninstall the Salesroom Zoom App here.