Setting Up Outreach Kaia for Zoom – Outreach Support

Objective

Learn how to set up the Outreach Kaia live meting experience for use with the Zoom meeting platform.

Looking for other meetings platforms?

Click below to set up Kaia for:

Microsoft Teams (for Kaia live experience)
Google Meet (for Kaia post-call experience)
WebEx (for Kaia post-call experience)

Applies To

Outreach Admins
Zoom Admins

Procedure

Note: Some Outreach views and options require admin-level governance permissions. If the options outlined here are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to our Governance Profile Settings Overview.

Have a Zoom admin install the Zoom admin app

In order for Outreach to automatically connect a user’s Zoom account to their Outreach account, you will first need to have your Zoom Admin install the Outreach Kaia for Zoom Admins marketplace app.

Based on your org's Zoom settings a zoom admin may also need to pre-approve the Outreach Kaia app. If this is not done, you will not be able to complete the next step.

Connect Zoom Authentication in Outreach App

An Outreach Admin now will need to head to Settings > Outreach Kaia and connect their Zoom account. This will allow Outreach to see the users within your org’s Zoom account and properly connect them.

If Zoom asks you to "Request pre-approve," please have your Zoom Admin follow the steps outlined in the above section.

Set your Kaia Zoom Settings

Set Kaia's name in Zoom. If desired, update Kaia’s name. This will show up as Kaia's participant name in Zoom meetings.
Specify your Kaia participant settings.
Select whether Kaia will join as an authenticated user or a guest user.
- Authenticated user - If your Zoom set up requires authenticated users at either a User Level or Account level, you should select this setting so that Kaia joins your meetings.
- Guest user - As a guest user, Kaia will join without a profile picture. Note: If anonymous join is not allowed for Zoom meetings at either a User level or Account level, Kaia may fail to join.

Add your company website URL

By including your company URL, Outreach Kaia can search your website for commonly used words, integrations, products, and competitors and train our AI based on these words. This results in more accurate transcriptions of your calls.

Allocate licenses to Outreach Kaia users

Your final step in the setup process is to allocate Outreach Kaia licenses to your users. Detailed instructions for this process can be found in How To Assign Licenses for Outreach Kaia.