How to Run a Proof-of-Concept/Pilot on Zoom.ai for 1-20 users

  1. If you do not have a personal Zoom.ai account, go to https://zoom.ai/get-started/ and create an account.  Make sure to register with your work email.
  2. Go to https://app.zoom.ai/settings/billing and click on Upgrade for the Corporate Plan.  If you are on a Professional Plan, downgrade first.
  3. Enter in a credit card that will be charged monthly for the users on your Corporate Plan.  You will have 7 days before billing commences.
  4. Go to https://app.zoom.ai/org/settings, configure the system as you like, and in “Allowed Users” enter the email addresses of the users that you want to limit your PoC to.
  5. Email those PoC users that they should go to https://zoom.ai/go/get-started and register with any platform they prefer.  Once they register with their work emails, their Zoom.ai accounts will be linked to your Corporate Plan.
  6. If you are using room booking, you will need to grant Zoom.ai permissions to read in the room information before your users can book rooms.  Go to https://app.zoom.ai/org/accounts/add and add a room provider. Additionally, for Microsoft Office365, you will need to go to https://app.zoom.ai/org/apps/meeting and enter in room capacities.
  7. You may want to limit the number of skills/commands that your PoC users have access to.  Go to https://app.zoom.ai/org/apps/list and click on ‘Disable’ for any skill that you do not want in your PoC.
  8. Add any additional corporate accounts that you want all of your users to access (eg. Greenhouse, Zendesk); https://app.zoom.ai/org/accounts/list
  9. To add additional administrators to your Zoom.ai Corporate Plan, go to https://app.zoom.ai/org/admin and enter in their name.  They will need to already have a Zoom.ai account and be a member of your Zoom.ai Corporate Plan account.
  10. Monitor your team’s usage at https://app.zoom.ai/org/reports
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