Using Itsbot with Zoom
Resources

Overview

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1. Overview

  • send iconItsbot is an AI-powered chat agent that helps businesses interact with users, answer queries, and automate workflows through conversational experiences.
  • send iconOne of Itsbot’s supported features is appointment scheduling. When this feature is enabled, the user can connect Itsbot with their Zoom account to automatically create Zoom meeting links for scheduled appointments.

How the Zoom Integration Works

1. When booking through Itsbot

  • send iconA user books an appointment through the Itsbot chat agent.

2. Upon confirmation

  • send iconCreates a Zoom meeting on behalf of the connected Zoom user.
  • send iconGenerates a unique Zoom meeting link.

Permissions Requested and Purpose

1. Zoom permissions

  • send iconEnable Zoom App within Zoom Meeting Client: Allows Itsbot to operate within the Zoom ecosystem.
  • send iconView a Meeting: Used to access basic information about Zoom meetings created via Itsbot.
  • send iconCreate a Meeting for a User: Required to generate Zoom meeting links for scheduled appointments.
  • send iconView a User: Used to associate the meeting with the correct Zoom user account.
  • send iconCalendar Access: May include access to calendar information related to Zoom meetings and webinars created through Itsbot, only for scheduling and meeting creation purposes.
  • send iconItsbot does not access or modify unrelated meetings, user data, or calendar entries.

Data Usage and Privacy

1. Data handling

  • send iconData is used solely to support chat interactions and enabled features such as appointment scheduling.
  • send iconZoom data is accessed only when required for meeting creation.
  • send iconItsbot does not sell or share Zoom user data with third parties.

Disconnecting Zoom from Itsbot

1. Steps to Disconnect

  • send iconLog in to your Itsbot account.
  • send iconNavigate to Lead Management > Meeting and Slot Manager > Setup Meeting Platform.
  • send iconClick Disconnect Zoom.

2. After disconnection

  • send iconNo new Zoom meetings will be created.
  • send iconAll Zoom permissions granted to Itsbot are revoked.
  • send iconExisting meetings remain unchanged.

Removing the App from Zoom

1. Remove from Zoom

  • send iconOpen Zoom App Marketplace.
  • send iconGo to Manage → Installed Apps.
  • send iconSelect Itsbot.
  • send iconClick Remove.

Support

1. Contact

  • send iconFor questions or assistance, contact: support@itsbot.ai
  • send iconhttps://itsbot.ai/contact-us