DelegateWorker Documentation

Support: For help at any time, email hello@delegateworker.com. First response within 24 hours on business days.

Adding DelegateWorker to Your Zoom Account

DelegateWorker connects to your Zoom account via OAuth. Once connected, your AI worker can join any Zoom meeting as a named participant.

Prerequisites

Before you begin, make sure you have:

• A DelegateWorker account. Sign up at delegateworker.com
• A Zoom account with the ability to host meetings
• A supported browser: Chrome, Firefox, Safari, or Edge (latest versions)

Step 1 — Create Your DelegateWorker Account

1. Go to delegateworker.com and click Get started or Sign up
2. You will be redirected to app.delegateworker.com/auth
3. Sign up using Google, Zoom, or email and password
4. Confirm your email address if prompted
5. You will land on the DelegateWorker dashboard

Step 2 — Connect Your Zoom Account

1. From the dashboard, click Settings in the left navigation
2. Click Integrations
3. Click Connect Zoom
4. You will be redirected to Zoom's OAuth authorization page
5. Review the permissions requested by DelegateWorker (see Permissions section below)
6. Click Allow
7. You will be redirected back to app.delegateworker.com with your Zoom account connected
8. Your dashboard will now show your Zoom account as active

Permissions Requested

DelegateWorker uses required OAuth permissions for its core Zoom meeting assistant workflow. The permissions support connecting a Zoom user, validating meeting and participant context, enabling the worker join flow, activating RTMS audio/transcript processing, updating participant RTMS app status, and monitoring RTMS lifecycle events.

DelegateWorker does not request Contact Center, webinar, chat, screenshare, video, or zoomapp:inmeeting permissions.

Troubleshooting

I was not redirected back to DelegateWorker after authorizing Zoom.
Close the browser tab and return to app.delegateworker.com. Go to Settings → Integrations and check if your Zoom account shows as connected. If not, try connecting again.

I see an error on the Zoom authorization page.
Make sure you are logged into the correct Zoom account before clicking Connect. If the error persists, email hello@delegateworker.com.

My Zoom account shows as connected but my worker cannot join meetings.
Go to Settings → Integrations and click Reconnect Zoom to refresh your authorization. If the issue continues, email hello@delegateworker.com.

Using DelegateWorker

Once your Zoom account is connected, you can deploy AI workers into your meetings in three steps: choose a worker, add a meeting, and let the worker join and deliver the outcome.

Worker Types

DelegateWorker includes four pre-configured worker types:

Each worker joins the meeting as a named AI participant and operates according to its brief. You can customize worker behavior in Settings → Workers.

Adding a Meeting

To deploy a worker immediately (Join now):

1. From the dashboard or Meetings page, click + New meeting or Add meeting
2. Select your worker type (Default Worker, Sales Discovery, Coaching, or Customer Success)
3. Paste your Zoom meeting link or enter the 9–11 digit meeting ID
4. Set the meeting title (optional)
5. Enter the prospect or company name (optional)
6. Set the expected meeting length
7. Set the worker role: Lead the conversation or Support the conversation
8. Click Create meeting
9. Your worker will join the meeting within 30 seconds
10. If your Zoom meeting has a waiting room enabled, admit the worker participant when it appears

To schedule a worker for a future meeting:

1. Click + New meeting
2. Click Schedule for later
3. Follow the 3-step wizard: enter the Zoom link and choose worker (Step 1), set the meeting details (Step 2), confirm the schedule (Step 3)
4. Click Continue at each step and confirm on the final step
5. The worker will automatically join at the scheduled time

During the Meeting

Your AI worker joins as a named participant. The participant name format is:

[Worker name] · DelegateWorker AI

The worker listens, responds according to its brief, and captures structured data throughout the meeting. The worker does not impersonate any human participant.

After the Meeting — Reviewing Results

1. Go to Results in the left navigation
2. Your meeting results appear here after the worker meeting ends
3. Results include: meeting summary, action items, qualification notes, key takeaways, and any outputs specific to the worker type
4. Results are saved permanently to your account until you delete them

Monitoring Worker Minutes

1. Go to Usage in the left navigation
2. Worker minutes are counted only while your DelegateWorker is present in a meeting
3. Your included worker minutes and usage for the current billing period are shown here
4. DelegateWorker includes a Meeting Continuity Guarantee — your worker will not be disconnected mid-call due to worker minutes. Overage is tracked and reconciled after the call.

Managing Workers

1. Go to Settings → Workers
2. Here you can review and customize what each worker does, what it asks, and what output it produces
3. Changes to worker settings apply to future meetings — they do not affect meetings already in progress

Removing DelegateWorker from Your Zoom Account

You can disconnect DelegateWorker from Zoom at any time. You can also request full deletion of your account and all associated data.

Disconnecting Zoom (Revoking OAuth Access)

To remove DelegateWorker's access to your Zoom account without deleting your DelegateWorker account:

1. Go to Settings → Integrations
2. Click Disconnect Zoom
3. Your Zoom OAuth authorization is immediately revoked
4. DelegateWorker can no longer join meetings on your behalf
5. Your existing meeting results and data remain in your DelegateWorker account

You can reconnect your Zoom account at any time by following the steps in Adding the App.

What happens after disconnecting:

• Zoom OAuth tokens are revoked immediately
• No further meetings can be deployed
• Existing results and data are retained in your account
• You will not be charged for worker minutes while disconnected

Removing DelegateWorker from Zoom Marketplace

1. Sign in to your Zoom account.
2. Navigate to Zoom App Marketplace.
3. Click Manage → Added Apps.
4. Select DelegateWorker.
5. Click Remove.
6. Confirm removal.

After removal:

• DelegateWorker can no longer access your Zoom account.
• OAuth authorization is revoked.
• Existing DelegateWorker account data remains until separately deleted.
• Scheduled workers will no longer join meetings.

Deleting Your DelegateWorker Account and All Data

To permanently delete your DelegateWorker account and all associated data:

Option 1 — Self-serve (recommended):

1. Go to Settings → Account
2. Click Delete account
3. Confirm the deletion request
4. You will receive an email within 24 hours containing a complete export of all your data (meeting results, summaries, worker configurations, usage history)
5. Your account enters a 30-day grace period. You can reactivate your account within 30 days by logging back in and cancelling the deletion
6. After 30 days, all data is permanently deleted from DelegateWorker systems including meeting transcripts, results, worker configurations, and account records
7. You will receive a confirmation email when deletion is complete

Option 2 — By email:
Email hello@delegateworker.com with the subject line “Account deletion request” from the email address associated with your account. We will process your request within 48 hours and send you a data export before deletion begins.

What Data is Deleted

When your account is permanently deleted, the following data is removed from DelegateWorker systems:

• Your account profile and authentication credentials
• All meeting records and worker session data
• All meeting results, summaries, action items, and qualification notes
• All worker configurations and briefs
• Zoom OAuth tokens and connection records
• Billing and usage history

DelegateWorker does not retain any of your data after permanent deletion is confirmed.

Implications of De-authorization

When you disconnect Zoom or delete your account:

• Any scheduled future meetings will not be executed — the worker will not join
• Meetings currently in progress will not be affected until the current session ends
• You will not be billed for worker minutes after disconnection
• Previously delivered meeting results remain accessible until account deletion is confirmed

Re-authorizing After Disconnection

If you disconnected Zoom but did not delete your account, you can reconnect at any time:

1. Go to Settings → Integrations
2. Click Connect Zoom
3. Complete the OAuth authorization flow
4. Your worker will be ready to join meetings immediately after reconnection

Frequently Asked Questions

Why does DelegateWorker require Zoom permissions?
DelegateWorker requires Zoom OAuth permissions to join meetings as a named participant and deliver meeting outcomes.

Can DelegateWorker join meetings automatically?
Only meetings that you explicitly configure. DelegateWorker cannot independently discover or join meetings.

What happens if I disconnect Zoom?
OAuth authorization is revoked immediately and future workers cannot join meetings until Zoom is reconnected.

How do I permanently delete my data?
Go to Settings → Account → Delete Account or email hello@delegateworker.com.

I never received my activation email.
Check your spam folder and ensure you signed up with the correct email address. If the issue persists, contact support.

Contact Support

Support Email: hello@delegateworker.com

Support Hours: Monday to Friday, 9:00 AM to 6:00 PM PT, excluding public holidays

First Response SLA: Within 24 hours on business days

Support Center: https://delegateworker.com/support

Documentation: https://delegateworker.com/docs

Create a support case: https://app.delegateworker.com/app/support

If you are not signed in, you will be redirected to sign in and returned to the support form.

Last updated: May 2026
Need help? Email hello@delegateworker.com — first response within 24 hours on business days.