Creating a Zoom Virtual Agent knowledge base with OneDrive

By connecting your OneDrive account to your knowledge base, you can centralize and manage documents and content directly from OneDrive. This integration ensures that your team and customer support agents have quick access to the most up-to-date and accurate information, delivering the best possible support to customers.

Note: Learn more about other integration options to create a knowledge base that best suits your needs.

Requirements for creating a Zoom Virtual Agent knowledge base with OneDrive

Limitations of creating a Zoom Virtual Agent knowledge base with OneDrive

How to create a Zoom Virtual Agent knowledge base with OneDrive

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Knowledge Base.
  3. Click Add Knowledge Base.
  4. Select Integrations.
  5. Search for and select from the available OneDrive connectors.
    Note: If the OneDrive connector has not been added via the Zoom Marketplace app, you can initiate the setup and authentication process during this step. If the connector is already added, proceed directly to step 10.
  6. To start the authentication, click Start authorization.
    A new tab will open.
  7. Log in to your Microsoft account.
  8. Click Confirm to grant the required permissions.
    After successful authorization, a confirmation message will appear in the Zoom Marketplace app.
  9. Close the tab and return to the knowledge base setup page.
  10. Under Integration details, provide the following information:
  11. Click Next.
  12. Under Customization, select or deselect the article elements to include in your sync as content:
  13. Click Create.
    You will be directed to the Articles tab where you can see the list of articles and adjust the knowledge base settings in the Settings tab.