Indicators is a Zoom Revenue Accelerator feature that identifies specific words, phrases, or sentences in your recording transcripts so you can capture critical moments in your conversations. You can choose the categories to organize your indicators efficiently.

This article covers:

• Topics and Indicators comparison
• How to set up Indicators as an account owner or admin
  • Enable or disable the Indicators setting
  • Add and configure indicators
  • Edit indicators
  • Enable or disable your created indicators
• How to manage indicator categories
  • Add an indicator category
  • Edit indicator categories

Prerequisites for configuring Zoom Revenue Accelerator Indicators

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner or admin privileges, or custom role with access to edit account settings
• Users must integrate their calendar with Zoom

Topics and Indicators comparison

The following features offer great flexibility on how Zoom Revenue Accelerator drives conversation-driven insights and actions for your organization.

• Topics or Topics Mentioned enable your teams to keep tabs on broad predefined topics of conversation. This feature is aimed to reveal the duration of time your teams spend discussing a particular topic in addition to allowing you to navigate conversations more easily. You can create up to 10 custom topics on top of the following pre-defined ones:
  • Pricing
  • Legal
  • Privacy
  • Security
  • User Requirements
  • Hardware
  • License
• Indicators enables your teams to identify specific phrases or more focused topics of conversation. Compared to Topics, this feature gives you more control over what Zoom Revenue Accelerator surfaces from your transcripts. Users can subscribe to specific Indicators that will alert them when a phrase or noteworthy moment appears in a conversation. In Analytics, your teams can compare the frequency of Indicator occurrences across your conversations, represented by the percentage of calls in which Indicators are mentioned.

How to set up Indicators as an account owner or admin

Indicators must be configured by the account owner or admin so the users can subscribe to them.

Enable or disable the Indicators setting

To enable or disable Indicators for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Analytics, click the Indicators toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.

Add and configure indicators

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Analytics, under the Indicators setting, click Manage Indicators.
   Note: If you have previously set up the Competitors Mentioned and Features Mentioned functions, they will be presented as indicator cards automatically in their appropriate category.
5. Click Add Indicator.
   Note: Every account can create a maximum of 250 Indicators.
6. In the Indicator Name field, enter your preferred name.
   Note: Each indicator must have a unique name.
7. In the Indicator Description field, enter what the indicator will identify in your transcripts.
8. In the Indicator Category dropdown, choose your preferred category to organize your indicators efficiently.
   Note: Revenue Accelerator admins can add and customize the names of certain categories.
9. In the Mentioned by dropdown, choose from Anyone, All reps, or Prospects.
10. Under Language-specific Conversations, apply an indicator to all or language-specific conversations and select from the following options:
    • All languages: Apply an indicator to all conversations.
    • One language: Apply an indicator to conversations in one specific language.
    • Multiple language themes: Divide an indicator into multiple language themes, and each theme will be applied to the conversations in the corresponding language.
11. To the right of Share mentions with CRM, click the toggle to enable or disable it. When enabled, indicators mentioned in the conversations with CRM will be synchronized.
    1. In the Revenue Accelerator tab under More Settings, configure the CRM integration.
    2. After enabling this feature, to the right of Push to a selected field, click the dropdown menu and select from the following options:
       • Competitors mentioned
       • Features mentioned
       • Indicators mentioned
12. In the Keyword Phrases tab, enter keyword phrases or groups of phrases.
    You can choose between these options:
    • Basic: In the Keyword Phrases field, enter keyword phrases separating them by a comma or by importing them from a CSV file.
      Note: The maximum keyword phrase you can add is 50.
      
      • (Optional) Check the Include related word forms box. The Indicator will capture related word forms. For example, a search for the keyword "secure" will include results such as "secures", "securing" and "secured."
      • (Optional) In the Ignore these specified keyword phrases field, enter keyword phrases separating them by a comma or by importing them from a CSV file.
    • Themes: Identify sets of keyword phrases in conversation transcripts. The product will display indicators based on these themes.
      Note: Account owners and admins can add up to 50 terms per indicator theme.
      
      1. If you selected Multiple language themes from Step 10, click the Language-specific dropdown menu and select a language.
      2. In the Theme Name field, enter the theme name.
      3. In the Keyword Phrases field, enter keyword phrases separating them by a comma.
      4. (Optional) Select the Include related word forms checkbox.
         The Indicator will capture related word forms. For example, a search for the keyword "secure" will include results such as "secures", "securing" and "secured."
      5. (Optional) Select the Ignore these specified keyword phrases checkbox and enter keyword phrases separating them by a comma in the field.
      6. (Optional) Click + Add a Theme to add another theme.
      7. (Optional) Click Import from CSV to import themes from a CSV file.
         The new imports will be added to the existing records.
         Notes:
         • Themes names require letters and spaces only, up to 100 letters.
         • Keyword phrases require letters and spaces only, up to 100 letters.
         • Theme and Keyword phrases are both required for each row. The maximum number of items must be less than 100 per CSV file.
    • Advanced: Expand or narrow your search by entering additional parameters in the Identify These Keyword Phrases field. For example, enter (“Zoom Phone” OR “Zoom Apps”)AND NOT (“Zoom”).
      (Optional) Check the Include related word forms box. The Indicator will capture related word forms. For example, a search for the keyword "secure" will include results such as "secures", "securing" and "secured."
13. (Optional) If you prefer to use Guiding Sentences instead of Keyword Phrases, click Guiding Sentences tab then enter the sentences you prefer to use separating them by pressing Return (for macOS) or Enter (for Windows).
    Note:
    • This indicator will appear as a single entry on the Analytics tab.
    • The maximum guiding sentence you can add is 20.
14. Click Save.

Once configured, the indicators will reflect in your conversations.

Edit indicators

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Analytics, under the Indicators setting, click Manage Indicators.
5. In the top-right corner of the indicator you want to edit, click the ellipsis , then click Edit.
6. (Optional) To delete an indicator, click Delete. If a verification dialog displays, click Delete to verify the deletion.
7. Click Save once changes are made.

Enable or disable your created indicators

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Analytics, under the Indicators setting, click Manage Indicators.
5. In the top-right corner of the indicator you want to manage, click the toggle to enable or disable it.
6. If a verification dialog appears, click Turn Off to verify the change.
   Note: When disabled, users will no longer have access to view competitor indicator analytics. The indicators will not be identified in new conversations.

How to manage indicator categories

You can choose between the following categories to efficiently organize your indicators:

• Market: Identify competitors and key partners that frequently show up and how they are discussed.
• Product/Feature: Capture valuable product feedback and see how key features are discussed by reps and prospects throughout the sales cycle.
• Sales Playbook: Learn how well your reps are adhering to your stated sales methodology.
• Other: Find key moments in conversation by configuring other indicators here.

Add an indicator category

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Analytics, under the Indicators setting, click Manage Indicators.
5. In the top-right corner, click Add Category.
   A pop-up window will appear.
6. In the window, enter the Category Name and Category Description.
7. Click Add.
   The category will appear on the Manage Indicators page.

Edit indicator categories

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Analytics, under the Indicators setting, click Manage Indicators.
5. On a category you want to edit, click the pencil icon .
   A pop-up window will appear.
6. In the window, edit and make changes to the Category Name and/or Category Description.
7. Click Save.