Rafiki AI identifies the calls that should be recorded via Zoom Phone.
Connect to Zoom Phone
Go to Settings > Integrations > Dialer and select Zoom Phone.
Click Add Integration.
Follow the instructions: sign in to your Zoom account, and authorize access to Zoom.
Note: You must be the Zoom administrator for your company to connect Rafiki AI to Zoom Phone. Only one Zoom account per company is supported.
Rafiki AI connects to Zoom on the account level, leveraging OAuth authentication. We do not store any credentials, only the OAuth token.
When Zoom Phone recording is enabled, Rafiki AI initiates recording for calls made with Zoom Phone and retrieves the relevant recordings based on the business rules and privacy settings in Rafiki AI.
To uninstall, please follow the Uninstalling Zoom Phone from Rafiki AI guide.
To enable automatic call recording, follow these steps in Zoom:
Access policy settings at the account, site, call queue, or phone user level.
Click the Automatic Call Recording or Ad Hoc Call Recording toggles to enable or disable it.
Notes:
If you have multiple sites enabled, you can change these settings at the site level. If you have multiple sites disabled, you can change these settings at the account level.
You can also enable automatic call recording for call queues.