Using AI indicators for Zoom Revenue Accelerator

In addition to using keyword indicators, Zoom Revenue Accelerator offers AI-powered indicators that can analyze all or specific conversations for key concepts or phrases to apply an indicator to. That indicator can then be used to feed additional automations, such as automated scorecards.

Learn more about Zoom Revenue Accelerator indicators.

Requirements for using AI 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

Limitations of AI indicators

• Guiding sentences have a maximum of 1,000 characters.

How to add a new AI indicator

1. Sign in to the Zoom web portal as a user with the privilege to manage Zoom Revenue Accelerator account settings.
2. In the navigation pane, click Account Management, then Account Settings.
3. Click the Revenue Accelerator tab.
4. In the Analytics section, under Indicators, click Manage indicators.
   You will be taken to the indicator management page.
5. Click Add indicator, then Add AI indicator .
   You will be taken to the Add AI indicator page.

How to configure an AI indicator

1. Add a new AI indicator.
2. Configure the AI indicator’s settings as desired.
   • Indicator name: The name of your indicator.
   • Category: The category assigned to your indicator.
   • Mentioned by: Who can trigger the indicator: Anyone, All reps, or Prospects.
   • Tag-specific conversations (optional): A list of existing tags which must exist in a conversation for this indicator to be applied to it.
3. Configure the AI indicator’s prompt.
   • Prompt: A prompt for the AI to utilize when generating an indicator.
   • Example sentences (Optional): Example, line-separated sentences you provide to improve the guidance provided to the artificial intelligence.
   • (Optional): Click Import from CSV to import your example sentences via CSV instead of typing them here.
   • (Optional): After entering your prompt, click Test and use the results to refine your prompt.