Echo Zoom Integration
How to Integrate Zoom with Echo
This guide walks you through integrating Zoom with Echo, enabling Echo to automatically join your Zoom meetings, record them, and provide detailed meeting notes and summaries.
By connecting Echo with Zoom, Echo will automatically join meetings you host, record the discussion, transcribe it, and summarise key points—all without requiring manual intervention.
Key Notes:
If you're a participant (not the host), Echo will prompt the host for permission to join the meeting.
As per Zoom’s policies, Echo’s presence will be announced to all participants, and a recording indicator will appear next to Echo’s name in the participants’ panel.
Steps to Integrate Zoom with Echo
Access the Echo Dashboard:
Log into your Echo dashboard and go to settings.
Connect Echo with Zoom:
Click Connect to be redirected to Zoom’s login page.
Enter your Zoom credentials and sign in.
Grant Permissions:
Allow Echo the necessary permissions to access your Zoom account.
Note:
Echo will now automatically join and record Zoom meetings you host.
If you’re not the host and the host denies Echo’s request to join, the meeting will not be recorded.
Zoom Settings Required
To ensure Echo integrates seamlessly with your meetings, the following Zoom settings must be configured:
Disable Authentication Requirement:
Navigate to Zoom’s Settings > Meeting > Security and disable Only authenticated users can join.
Disable End-to-End Encryption:
Under Security, disable Allow use of end-to-end encryption. This allows Echo to transcribe meetings.
Disable Waiting Room:
Under Security, disable Waiting Room so Echo can join automatically.
Enable Computer Audio:
Navigate to Settings > Schedule Meeting and ensure Join via Computer Audio is enabled.
Allow Participants to Join Before Host:
Under Schedule Meeting, enable Allow participants to join before host.
Enable Local Recording Permissions:
Go to Account Settings > Recording & Transcript, and enable Record to computer files.
Once these settings are enabled, Echo will be ready to join and assist with your Zoom meetings automatically.
How Echo Works in Zoom Meetings:
When your Zoom meeting starts, Echo will automatically join as a participant.
Zoom will announce that the meeting is being recorded, and a recording indicator will appear next to Echo’s name in the participants’ panel.
Echo will transcribe, summarise, and generate notes for the meeting.
How to remove Echo from your Zoom meetings
To remove Echo from your online zoom meetings, simply head to your settings in Echo. Click into 'Calendar' and you will see the option to delete zoom from your account - signified by a red bin. You can reconnect Zoom at any point by pressing 'connect' next to zoom.
Additional Information and Troubleshooting
Privacy and Security
Echo complies with Zoom's recording policies and will always notify all participants when a meeting is being recorded.
All meeting data handled by Echo is processed securely, adhering to data protection standards. Users can delete recordings and meeting data within the Echo dashboard.
Common Issues and Troubleshooting
If Echo does not join or function as expected, follow these steps:
Verify Permissions: Ensure Echo has been granted the necessary permissions in Zoom. Reconnect Echo to Zoom if needed.
Check Zoom Settings: Confirm all required settings (e.g., no waiting room, end-to-end encryption disabled) are correctly configured.
Update Applications: Ensure both Echo and Zoom are updated to the latest versions.
Internet Connectivity: Ensure a stable internet connection for both Echo and the meeting host.
For further assistance, contact Echo Support.
Limitations and Requirements
Echo works best with Zoom Pro, Business, or Enterprise accounts. Basic accounts may face functionality restrictions.
Some features may not be supported on mobile Zoom applications. Use the desktop Zoom app for full functionality.
FAQs
Will Echo join meetings I’m attending but not hosting?
No, Echo will prompt the host for permission to join if you are not the host. If denied, the meeting will not be recorded.
What happens if required Zoom settings are not configured?
Echo may fail to join or record the meeting. Ensure all required settings in this guide are enabled before the meeting.
Can I customise meeting summaries and notes?
Coming Soon…
Running a Test Meeting
After setup, we recommend running a test meeting to ensure the integration works as expected:
Host a private Zoom meeting.
Confirm Echo joins the meeting and begins recording.
Check that the recording and transcription appear in your Echo dashboard after the meeting ends.
Support and Contact Information
If you encounter any issues or have further questions:
Reach out to Echo Support for direct assistance.
Echo Zoom Integration
How to Integrate Zoom with Echo
This guide walks you through integrating Zoom with Echo, enabling Echo to automatically join your Zoom meetings, record them, and provide detailed meeting notes and summaries.
By connecting Echo with Zoom, Echo will automatically join meetings you host, record the discussion, transcribe it, and summarise key points—all without requiring manual intervention.
Key Notes:
If you're a participant (not the host), Echo will prompt the host for permission to join the meeting.
As per Zoom’s policies, Echo’s presence will be announced to all participants, and a recording indicator will appear next to Echo’s name in the participants’ panel.
Steps to Integrate Zoom with Echo
Access the Echo Dashboard:
Log into your Echo dashboard and go to settings.
Connect Echo with Zoom:
Click Connect to be redirected to Zoom’s login page.
Enter your Zoom credentials and sign in.
Grant Permissions:
Allow Echo the necessary permissions to access your Zoom account.
Note:
Echo will now automatically join and record Zoom meetings you host.
If you’re not the host and the host denies Echo’s request to join, the meeting will not be recorded.
Zoom Settings Required
To ensure Echo integrates seamlessly with your meetings, the following Zoom settings must be configured:
Disable Authentication Requirement:
Navigate to Zoom’s Settings > Meeting > Security and disable Only authenticated users can join.
Disable End-to-End Encryption:
Under Security, disable Allow use of end-to-end encryption. This allows Echo to transcribe meetings.
Disable Waiting Room:
Under Security, disable Waiting Room so Echo can join automatically.
Enable Computer Audio:
Navigate to Settings > Schedule Meeting and ensure Join via Computer Audio is enabled.
Allow Participants to Join Before Host:
Under Schedule Meeting, enable Allow participants to join before host.
Enable Local Recording Permissions:
Go to Account Settings > Recording & Transcript, and enable Record to computer files.
Once these settings are enabled, Echo will be ready to join and assist with your Zoom meetings automatically.
How Echo Works in Zoom Meetings:
When your Zoom meeting starts, Echo will automatically join as a participant.
Zoom will announce that the meeting is being recorded, and a recording indicator will appear next to Echo’s name in the participants’ panel.
Echo will transcribe, summarise, and generate notes for the meeting.
How to remove Echo from your Zoom meetings
To remove Echo from your online zoom meetings, simply head to your settings in Echo. Click into 'Calendar' and you will see the option to delete zoom from your account - signified by a red bin. You can reconnect Zoom at any point by pressing 'connect' next to zoom.
Additional Information and Troubleshooting
Privacy and Security
Echo complies with Zoom's recording policies and will always notify all participants when a meeting is being recorded.
All meeting data handled by Echo is processed securely, adhering to data protection standards. Users can delete recordings and meeting data within the Echo dashboard.
Common Issues and Troubleshooting
If Echo does not join or function as expected, follow these steps:
Verify Permissions: Ensure Echo has been granted the necessary permissions in Zoom. Reconnect Echo to Zoom if needed.
Check Zoom Settings: Confirm all required settings (e.g., no waiting room, end-to-end encryption disabled) are correctly configured.
Update Applications: Ensure both Echo and Zoom are updated to the latest versions.
Internet Connectivity: Ensure a stable internet connection for both Echo and the meeting host.
For further assistance, contact Echo Support.
Limitations and Requirements
Echo works best with Zoom Pro, Business, or Enterprise accounts. Basic accounts may face functionality restrictions.
Some features may not be supported on mobile Zoom applications. Use the desktop Zoom app for full functionality.
FAQs
Will Echo join meetings I’m attending but not hosting?
No, Echo will prompt the host for permission to join if you are not the host. If denied, the meeting will not be recorded.
What happens if required Zoom settings are not configured?
Echo may fail to join or record the meeting. Ensure all required settings in this guide are enabled before the meeting.
Can I customise meeting summaries and notes?
Coming Soon…
Running a Test Meeting
After setup, we recommend running a test meeting to ensure the integration works as expected:
Host a private Zoom meeting.
Confirm Echo joins the meeting and begins recording.
Check that the recording and transcription appear in your Echo dashboard after the meeting ends.
Support and Contact Information
If you encounter any issues or have further questions:
Reach out to Echo Support for direct assistance.