How do I connect my video conference software?


With Zoom.ai you can either add a static conferencing link to your meetings on the fly or auto-generate a dynamic video conferencing link  - so your invitees know exactly how to connect with you! 

Dynamic links are auto-generated video conferencing links that are unique to each of your meetings. Once set-up there's no need to remember your video conferencing details when scheduling!

To automatically generate a dynamic conferencing link - you will:

1) Connect your favourite video provider 

2) Select the video provider from the appropriate Meeting Type

3) Schedule a meeting using that meeting type


Full instructions for steps 1 - 3 are detailed below. If you are adding a static link only, no need to connect a video provider. You can add this static link directly to a meeting type or specify the URL (as location) when you create an individual meeting. 


Connecting a Video Provider (Dynamic Links)


To get started using dynamic conferencing links, go to your  Integrations Directory and select your video provider - such as Cisco Webex or Zoom.us. Once the video provider is added you will need to associate them with your meeting type - scroll down to learn more. 

  • Currently, Zoom.ai supports Zoom.us, Cisco Webex, Skype, Highfive and Google Video
  • Detailed instructions for the providers can be found below
  • Other video providers will be added soon


Remember! If you are adding a static link only, no need to connect a video provider. 

Adding Zoom.US Video

When you click on "Add" under Zoom.us, you will get an authorization pop-up from Zoom.us.  Click on "Authorize" to allow Zoom.ai to create video meetings automatically in your Zoom.us account.


Adding Google Video

When you click on "Add" under Google, you will first get to choose what services you need from that account.  If you already have a Google Calendar, then just select the "video" option.

Click the Add button, and you may get an authorization pop-up from Google.  Click on "Authorize" to allow Zoom.ai to create video meetings automatically in your google.  If you do not get an "Authorize" pop-up from Google, then you've already been authorized in the past.


Adding Cisco Webex Video

When you click on "Add" under Cisco Webex you will get an authorization pop-up from Cisco Webex.  Click on "Authorize" to allow Zoom.ai to create video meetings automatically in your Webex account.  If you do not get an "Authorize" pop-up from Cisco Webex, then you've already been authorized in the past.

NOTE: Your account must allow 3rd-party API access.  Go to https://admin.webex.com/services/meeting/sites.  Click your Site Name, click "Configure Site" in the panel on the right, click "Site Options" under Common Settings. Scroll to the Third-Party Integration section.  Check the Enable 3rd party apps and developers to integrate with Webex Meetings, using REST APIs box to allow users to use applications or tools developed using Webex REST API and Select Update.


Selecting your Video Provider


Once you have added a conference provider (for dynamic links) go to your Meeting Types page (https://app.zoom.ai/settings/meeting) to select your provider from the dropdown.  You can add your favorite video conference provider to multiple meeting types and omit from others. (Be aware that you currently cannot add a video integration to the "Default Meeting" type - this will be available in a future release)

  • Dynamic: 
    • Use the dynamic link option to automatically generate a unique conferencing link for every associated meeting; no need to remember your video conferencing details. 
    • With the dynamic link, your meeting details automatically update if you need to cancel or reschedule your meeting. 
  • Static:
    • Static (non-changing) links for any video provider can be added by simply entering the full URL into the text box provided.



Scheduling a Meeting with Video Conference


Once you've added your video conference to your meeting type, simply select (or reference) the associated Meeting Type name when you schedule your meeting. 

In Web: If you added Zoom.us to your "Interview" meeting type, then in the web scheduling app you would select "Interview" from the meeting type list. 

In-Chat: If you added Zoom.us to your "Interview" meeting type, then in chat you would simply say "schedule interview meeting with <invitee name>". Remember to say the name of your meeting type (e.g. Interview) and the word "meeting" right after. 

When the meeting is booked the video conference details will automatically be added to the meeting invite details so your invitees can easily join the video conference. For Zoom.us this includes the phone number information, which will be added to the Calendar agenda.

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