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.Documentation Index
Fetch the complete documentation index at: https://docs.momentum.io/llms.txt
Use this file to discover all available pages before exploring further.
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
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In the Zoom web portal, open User Management and choose Groups.
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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
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Open your new (or existing) group and go to the Recording tab.
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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
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Go back to User Management and select Users.
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Check the box next to each licensed user whose calls should flow into Momentum, then click Group.
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Pick the Zoom group you just configured and confirm with Save.
