Integrations
Configure DelegateWorker for Zoom
DelegateWorker connects to Zoom so users can start AI workers for live Zoom meetings. This page explains how users can configure and manage the DelegateWorker Zoom integration after authorization.
What users can manage
After connecting Zoom, users can manage their integration from the DelegateWorker Zoom settings page.
Users can:
- Connect a Zoom account
- View the current Zoom connection
- Refresh or reconnect the Zoom authorization
- Start a Zoom worker session
- Select a worker type
- Create a worker connection for a Zoom meeting
- Start a DelegateWorker participant for an authorized Zoom meeting
- Disconnect Zoom access when needed
Worker types
DelegateWorker supports three worker types for Zoom meetings.
Sales Discovery
Sales Discovery workers help qualify leads and capture buying signals during live sales conversations.
They can help identify:
- Pain points
- Current workflow
- Urgency
- Budget
- Timeline
- Decision makers
- Objections
- Success criteria
- Recommended next steps
Coaching
Coaching workers help capture insights, blockers, decisions, commitments, and action items from coaching or advisory conversations.
They can help track:
- Key insights
- Commitments
- Decisions
- Blockers
- Open questions
- Follow-up actions
- Next steps
Customer Success and Onboarding
Customer Success and Onboarding workers help guide onboarding conversations based on customer requirements and desired outcomes.
They can help capture:
- Customer goals
- Onboarding requirements
- Adoption blockers
- Health signals
- Risks
- Success criteria
- Next actions
- Outcome summaries
How the Zoom integration works
- The user connects their Zoom account from DelegateWorker.
- The user selects the worker type they want to use.
- The user creates a worker session.
- The user provides a Zoom meeting link or meeting ID.
- DelegateWorker validates the meeting and creates a worker connection.
- The user starts the worker.
- DelegateWorker joins the Zoom meeting as a visible participant.
- DelegateWorker introduces itself and supports the selected workflow.
- When real-time meeting data is enabled, DelegateWorker can process meeting audio or transcript data to support the conversation.
- DelegateWorker captures structured notes, outcomes, and next steps for the session.
Zoom permissions
DelegateWorker requests Zoom permissions only for features required to connect to meetings and operate the selected worker.
The app may request permission to:
- Identify the connected Zoom user
- Read meeting information needed to validate a meeting
- Retrieve user tokens needed for authorized meeting join
- Receive real-time meeting audio or transcript data when enabled
- Receive RTMS event notifications from Zoom
DelegateWorker does not use Zoom permissions to access meetings automatically. A user must create and start a worker session before DelegateWorker joins a meeting.
Meeting participant visibility
DelegateWorker joins Zoom meetings as a visible participant.
DelegateWorker is intended to be used only in meetings where participants are informed that an AI worker is present.
Data handling
DelegateWorker processes meeting information to provide the selected worker experience. Depending on the session, this may include meeting metadata, transcript segments, generated responses, summaries, action items, and qualification or onboarding outcomes.
DelegateWorker uses this information to:
- Operate the selected worker during the meeting
- Generate structured notes and summaries
- Track qualification, coaching, or onboarding outcomes
- Support follow-up and next steps
- Improve reliability and session diagnostics
DelegateWorker does not sell customer data.
Access tokens and secrets are stored server-side and are not exposed to the browser.
Disconnecting Zoom
Users can disconnect Zoom access at any time from their Zoom account or from DelegateWorker settings.
To manage or disconnect the Zoom integration, open:
https://app.delegateworker.com/integrations/zoom
Support
For support with the DelegateWorker Zoom integration, contact: hello@delegateworker.com
Useful links
- DelegateWorker app: app.delegateworker.com
- Zoom integration settings: app.delegateworker.com/integrations/zoom
- Privacy Policy: delegateworker.com/privacy
- Terms of Service: delegateworker.com/terms