Enabling Zoom Virtual Agent Zoho Books integration

Requirements for enabling Zoom Virtual Agent Zoho Books integration

• Account owner or admin privileges for the Zoom web portal and Zoho Books
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license
• Edit access to Virtual Agent product

How to enable Zoom Virtual Agent Zoho Books integration

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio then Integrations.
3. In the Marketplace tools, click Zoho Books then Connect.
   A new tab will open to begin the authentication process.
   • If you are already logged into Zoho Books, your credentials will not be requested.
   • If you are not logged in, enter your Zoho Books credentials and submit them.
4. Click Save.
   Once authentication is successful, the integration will appear on your Integrations page.

How to use Zoho Books integration with ZVA voice or chat agents

1. In the navigation menu, click AI Studio then Tool Templates.
2. Click the Marketplace tab.
3. Expand Zoho Books for Zoom to view the list of supported tools.
4. Create a voice or chat agent and use the desired Zoho Books tools accordingly.

Data security

Communications between this app and Zoom/Okta are encrypted:

• Protocol: TLS 1.2
• Cipher suite: ECDHE-ECDSA-AES128-GCM-SHA256
• Key length: 128 bits
• Perfect Forward Secrecy: YES

This app stores access credentials in the local data store:

• Okta OAuth2 tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.