Integrating Zoom for Live Assistant

Modified on Thu, 13 Feb at 4:11 PM

This section of the user guide is focused on using Zoom with live assistant. To help you navigate the article we have broken it down into the following sections:

Enabling Zoom for Live Assistant
Using Zoom within Live Assistant

Zoom connector enables a Live agent to start a Zoom call with a live conversation participant from within Live Assistant.

In order to use the Zoom connector option, you must have a Zoom account already provided by your institution.

Enabling Zoom for Live Assistant

Under the Connectors section, select Applications. This page shows available connectors with Ocelot Preferred Student Communication Channels.
On the Zoom card, select the Enable button.
Log into your institutionally provided Zoom account. Your account will need pre-approval.
Select the Allow this app to use my shared access permissions checkbox and then select the Allow button.
If there is an indication of error accessing your Zoom account, ensure passcodes have been enabled for "All meetings using PMI" (Personal Meeting ID).
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Important: Please ensure passcodes have been enabled in your Zoom account for the Zoom/Live Assistant integration. For more information about how to enable Zoom passcodes, please refer to the Zoom help center, How to enable passcode settings for Zoom Meetings. 
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Using Zoom within Live Assistant
- Once a live conversation has been initiated, to start a Zoom conversation, select the Zoom icon.
- You will be asked if you want to invite the student to a Zoom meeting. Select Yes.
- A Zoom meeting link will attach to the message. Type a message in the message box. Select Send.
- Select the Zoom link you just sent, and then select Join Meeting.
  From here you will have a normal Zoom meeting using the features of Zoom.
- After the Zoom meeting concludes, you will also need to end the conversation on the Live Assistant Active Conversations page.