Using Common Room with AI Agents
With the Common Room for Zoom app, you can integrate Common Room with your Zoom AI Agents. This integration allows AI agents to access your customer intelligence, including account research, contact details, engagement signals, and prospecting tools, directly within Zoom.
Learn more about managing and using the Common Room for Zoom app.
Requirements for using Common Room with AI agents
- ZoomMate license and available AI Credits
- AI Agents enabled
- Login credentials for Common Room
- A Common Room account with at least one connected data source
- Pre-approval of the Common Room for Zoom app in the Zoom Marketplace
Note: If the app is not pre-approved, please contact your Zoom admin.
Limitations for using the Common Room for Zoom app
- Access to Common Room data within AI Agents is scoped to the permissions of each individual user's Common Room authorization. Two users asking the same question may see different results based on their Common Room access levels.
How to use Common Room with AI Agents
Connect Common Room to AI Agents
- Sign in to the Zoom Workplace desktop app.
- In the navigation panel, click Chat.
- In the toolbar, click the Agents icon.
Note: If you do not see the Agents icon, click the More icon, then click the Agents icon.
- At the bottom of the chat navigation, click Tools.
- Click the Marketplace tab.
- Search and click on Common Room for Zoom.
- Click Connect.
- When prompted, sign in to your Common Room account and click Authorize.
Once authentication is complete, you can use Common Room in your AI Agents.
Agent tools available for Common Room
The following tools can be utilized with AI Agents:
| Tool name | Description | Read and write operations |
|---|
| Get Common Room catalog | Discover the object types, available fields, filters, sortable fields, and relationships supported by your Common Room workspace. | Read |
| List objects | Search and retrieve records for supported object types, with filters, field selection, sorting, and pagination where available. | Read |
| Create object | Create a supported Common Room record, such as a contact, organization, segment, activity, or note, using the information you provide. | Write |
| Update object | Update a supported Common Room record using its identifying information and the fields you want to change. | Write |
| Submit feedback | Submit feedback about a Common Room query result or tool response. | Write |
Data security and utilization
For more information on how data is secured within the integration, as well as how your data is used, please refer to the following: