In order for your team to leverage Conversation Intelligence, your team must be connected to a meeting platform where they will actually host their meetings.
Teams using Zoom will rely on the one of the following methods to connect to Zoom:
Admins and users can use this article to understand how the Zoom connection works and to compare the two connection options. RTMS is the default option, and your Conversation Intelligence recording settings decide which meetings are recorded.
Things to Note: Organizations that record Zoom meetings with the bot can move to RTMS after November 2, 2026.
In this article:
Conversation Intelligence offers two ways to connect to Zoom.
- Zoom RTMS streams the meeting to Conversation Intelligence while it happens.
- API ingestion, also called the cloud recorder, imports Zoom's own cloud recording after the meeting ends.
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Topic
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Zoom RTMS (default)
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API (cloud recorder)
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How it captures the meeting
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A Zoom app streams the meeting's audio, video, and transcript directly from Zoom to Conversation Intelligence. No bot joins.
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Conversation Intelligence imports Zoom's cloud recording after the meeting ends. No bot joins.
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In the participant list
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No bot appears. The app shows in Zoom's Active Apps Notifier and on the app owner's tile.
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No bot appears.
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Real-time features, such as battlecards
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Work only if the Conversation Intelligence desktop app is installed on the device.
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None. There is no live transcription.
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When the call appears in Conversation Intelligence
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Within minutes of the call ending.
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Conversation Intelligence checks every 15 minutes, after Zoom finishes processing. Expect a longer delay.
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Host approval
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Depends on the host's Zoom settings. The host either approves the app or the app is allowed automatically.
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Not applicable. Based on your Conversation Intelligence settings, the cloud recording starts automatically or the host selects Record in Zoom.
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If the recording user leaves the meeting
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Streaming stops when the app owner leaves, unless your Zoom account has the continuous streaming setting turned on.
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Recording stops once the host leaves the call.
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Recording before the Conversation Intelligence user joins
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Recording can start before that user joins, if that user is the meeting host and auto-start is turned on.
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Depends on the host starting the recording.
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Externally hosted meetings
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Host approval is needed. A host who joins late may never see the request.
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Cannot be imported. The recording stays in the external host's Zoom cloud.
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Pause or stop
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Anyone in the meeting can pause or stop the app from Zoom's Active Apps Notifier. Nothing needs to be removed from the call. If the app is paused and resumed, Conversation Intelligence shows everything as a single call, including the blank paused sections.
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Pause or stop the recording in Zoom. If the recording is paused and resumed, only the longest recording is imported.
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Consent
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Zoom shows a disclosure message, and participants can pause or stop the app in Zoom. The Conversation Intelligence consent page works as it does today, but an audio disclosure message is not possible.
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Limited to Zoom's own settings.
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Which option fits your team
- Choose Zoom RTMS if your Conversation Intelligence users usually host their own meetings. RTMS is the default for every organization moving off the bot. It is less suited to meetings that other people host, because the host must approve the app and recording stops when the app owner leaves.
- Choose API ingestion if your security team restricts third-party apps in Zoom and your team does not need real-time features. API ingestion cannot capture externally hosted meetings, and calls take longer to appear in Conversation Intelligence.
How RTMS differs from the bot
With RTMS, no extra participant appears in the meeting. Zoom shows which app is active and who owns it, and anyone in the meeting can pause or stop the app from Zoom. Zoom also tells participants that meeting content is being shared with an app. Zoom displays the app's name, not a custom bot name, and guests see it too.
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Use Case
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Feature
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Documentation
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As an admin, I want to record my team's Zoom meetings without a bot joining the call, so that guests do not see an extra participant.
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Zoom RTMS
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Configure Zoom RTMS Connection for Your Team [link when published]
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As an admin whose security team restricts third-party apps, I want to import Zoom cloud recordings after meetings end, so that I can use Conversation Intelligence without a Zoom app streaming meetings.
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API ingestion (cloud recorder)
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Manage Your Team's Recording Platform with Conversation Intelligence [link]
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As a rep, I want to know what to expect when Conversation Intelligence records my Zoom meeting, so that I can prepare my host and guests.
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Zoom RTMS recording experience
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Record Zoom Meetings with Conversation Intelligence [link when published]
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As a rep, I want to pause or stop a recording from inside Zoom, so that I can control what is recorded.
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Active Apps Notifier
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Record Zoom Meetings with Conversation Intelligence [link when published]
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Roles and Permissions
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Role
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What they can do
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Zoom admin
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Turns on the Zoom settings that allow apps to receive meeting content, and decides whether the Conversation Intelligence app starts automatically.
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Salesloft admin
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[CONFIRM: Salesloft-side permissions and settings for the Zoom connection. The IRD does not describe any.]
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Recording user
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Has Zoom meetings recorded according to your Conversation Intelligence recording settings. [CONFIRM: recording roles, such as Rep Recording and Manager Recording, apply unchanged.]
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Meeting host
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Approves or denies the app, depending on the host's Zoom settings, and can pause or stop the app during the meeting.
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Term
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Definition
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Real-Time Media Streams (RTMS)
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Zoom's way of letting an approved app receive a meeting's audio, video, and transcript directly from Zoom, with the permission of the person who authorized it.
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API ingestion (cloud recorder)
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A connection option that imports Zoom's own cloud recording into Conversation Intelligence after the meeting ends.
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Active Apps Notifier
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A Zoom control in the meeting window that shows which apps are active, who owns them, and what data they access, with options to pause or stop an app.
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Auto-start
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A Zoom setting that starts an approved app automatically when a meeting begins.
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Get set up:
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