Managing Zoom Phone recording and analysis settings

Zoom Revenue Accelerator can also analyze and provide metrics and feedback for recorded Zoom Phone calls. Access to phone recordings of Zoom Revenue Accelerator users must be authorized by an account admin, who can also configure which calls are automatically analyzed.

Analyzed Zoom Phone call recordings are accessible on the Conversations page.

note icon
Not all settings are controlled under Revenue Accelerator settings. Some Zoom Phone settings must be changed under Zoom Phone web portal settings. For example, you can change call recording settings in the Zoom Phone web portal settings, such as enabling or disabling the recording disclaimers at the site level or group level. You must also manage the Zoom Revenue Accelerator access to Zoom Phone recordings in the Zoom Phone web portal settings.

This article covers:

Prerequisites for managing Zoom Phone recording and analysis settings

How to enable or disable Revenue Accelerator analysis of Zoom Phone recordings

  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 Conversations - Phone, click the Revenue Accelerator Analysis of Zoom Phone Recordings toggle to enable or disable it.
    Note: This setting will be enabled for all groups and users. Settings that had been previously changed for groups or users will not be affected.
  5. If a verification dialog displays, click Enable or Disable to verify the change.
  6. (Optional) Select the Analyze calls originating from call queues checkbox, then click Save.
    Note: Zoom Revenue Accelerator permissions will override call queue recording permissions. Zoom Revenue Accelerator users can access call queue recordings according to their conversation permissions.

How to manage Revenue Accelerator analysis of call types

  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 Conversations - Phone, under Revenue Accelerator Analysis - Call Types, select the call type that Zoom Revenue Accelerator will analyze:
  5. Click Save.

How to manage Zoom Phone recording analysis

These configurations will prevent Zoom Revenue Accelerators from automatically analyzing specified phone recordings.

  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 Conversations - Phone, under Phone Recording Analysis - Exclusion Criteria setting, select the checkboxes that apply to your organization.
  5. Click Save.