Zoom integration
Arkeo agents for Zoom
Arkeo agents work in your Zoom account alongside your team. They review client calls, post who owes what after each meeting, log each call in your CRM, and follow up when someone misses a booked meeting.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Zoom
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Reads each client callafter the call
- ✓Scores it on your firm's standardper call
- ✓Sends a private review to the consultantwithin an hour
Consultants coached after each call.
Zoom
Slack- ✓Reads the meeting transcriptafter the meeting
- ✓Posts who owes what and adds the taskswithin the hour
- ✓Checks the tasks got doneevery morning
Meetings end with owners, not just notes.
Zoom
ClickUpSlack- ✓Reads each sales or client callafter the call
- ✓Logs a short summary on the deal or contactsame day
- ✓Sets the next step and tells the ownerright away
Your CRM knows what was said on the call.
Zoom
HubSpot- ✓Checks who joined each booked meetingafter the meeting
- ✓Sends a link to book againsame day
- ✓Tells the owner who missed more than onceevery week
A missed meeting turns into a new booking.
Zoom
Calendly
GmailWorks with the rest of your software
Agents carry the work from Zoom into the other software your team uses, so nothing waits for someone to copy it over.
Google Calendar
Outlook
Salesforce
FirefliesBusinesses that run on Zoom
How it connects
You make the key in your own Zoom account. Nothing to install on your computers, and nothing to wait for.
Where
In the Zoom App Marketplace. You build a Server-to-Server OAuth app for your own account, add only the access each job needs, and turn it on. Zoom does not review an app made only for your account.
Who can do it
Your Zoom account admin, or a user the admin gives the Server-to-Server OAuth app role. Account-wide access needs an admin role.
Plan
Any Zoom plan. Recordings, transcripts and call reviews need cloud recording, which comes with paid plans.
Agents can see
- Meetings, hosts and who joined
- Cloud recordings and transcripts
- Users on your account
Agents can change
- New, changed or cancelled meetings
- Who is signed up for a meeting
- Cloud recordings, like moving old ones to trash
Agents can't
- Join or speak in your meetings.
- Use any access your admin didn't add to the app.
- Get back in after you turn the app off.
What this looks like at your business
Call reviewsCalls scored on your firm's standard. A private review goes to the consultant.
Designed for firms that meet clients on ZoomMeeting follow-upWho owes what is posted after each meeting, then checked.
Designed for firms that meet clients on ZoomNo-showsMissed meetings get a note with a link to book again.
Designed for firms that meet clients on ZoomIs this you?
- You meet clients or patients on Zoom
- Your team writes up calls and follow-ups by hand
- You want to grow without more staff
✕On the free Zoom plan, or only a few calls a week: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Zoom account?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Zoom
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client calls never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid Zoom plan?
For call reviews and meeting notes, yes. Agents read cloud recordings and transcripts, which come with paid plans.
Will the agents join my calls?
No. They read the recording and transcript after the call ends.
Can I turn it off?
Yes. Turn the app off in the Zoom App Marketplace and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.