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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.

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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.

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Create or Select a Zoom Group

  1. In the Zoom web portal, open User Management and choose Groups. Zoom Groups navigation in the Zoom admin portal.
  2. Use an existing group if it already contains the reps you want Momentum to analyze. Otherwise, click Add Group, name it, and save. Add Group dialog in Zoom.

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Configure Recording Defaults for the Group

  1. Open your new (or existing) group and go to the Recording tab. Recording tab for a Zoom group.
  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. Cloud recording and audio transcript settings enabled.

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Add Licensed Users to the Group

  1. Go back to User Management and select Users. Users list in the Zoom admin portal.
  2. Check the box next to each licensed user whose calls should flow into Momentum, then click Group. Assign users to a Zoom group.
  3. Pick the Zoom group you just configured and confirm with Save. Select the configured group in the assignment modal.
That’s it! Momentum AI will start receiving the cloud recordings and transcripts for every hosted meeting from the users in this group.
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