Zoom User Connector Setup Guide

This guide provides step-by-step instructions for adding, using, and removing the Zoom user connector with Abacus.AI's ChatLLM platform. Once connected, ChatLLM Teams and the Abacus AI Agent can work with your Zoom meetings, recordings, and users on your behalf — using your own Zoom identity and permissions.

Coming soon

The Abacus.AI Zoom connector is coming soon and will be launched in the near future. The instructions below are published in advance so you can review how the connector is added, used, and removed before it becomes generally available. Full availability will be announced shortly.

Overview

The Zoom user connector authenticates each end user individually through Zoom's OAuth flow. Because every request runs under the signed-in user's own Zoom identity, role-based access is preserved and all activity is attributable to a specific person — no shared credentials are stored.

Once connected, the Zoom Tool in ChatLLM Teams can, for example:

• List your upcoming and past meetings and fetch meeting details
• Schedule, update, or delete meetings
• List meeting participants for past meetings
• List and retrieve links to your cloud recordings
• Look up Zoom user and account information

Prerequisites

Before starting, ensure you have access to:

• Abacus.AI platform
• A valid Zoom account (Basic, Pro, Business, or Enterprise)
• Administrative access to create connectors and projects

info

Some actions (for example, cloud recordings) require a paid Zoom plan and the corresponding scopes/permissions to be enabled on your Zoom account.

Adding the App

There are two ways to add the Zoom user connector: connect it directly from the First Party Connectors panel (recommended for use with chat / RouteLLM), or attach it to a Custom Chatbot during model training.

Option A — Connect from the First Party Connectors panel

1. In ChatLLM Teams, click the Connectors link on the home page (or navigate to Profile → First Party Connectors).
2. Scroll the connector list and click on Zoom.
3. A browser pop-up will open asking you to sign in to Zoom and authorize Abacus.AI to access your account.
4. Review the requested permissions and click Allow.
5. After authorization completes, Zoom appears under your connected services and is ready to use in chat.

Once connected, the Zoom Tool is available to the Abacus AI Agent and to any chatbot — including RouteLLM — in your workspace. See Using Zoom with RouteLLM below.

Option B — Attach Zoom to a Custom Chatbot

Follow these steps if you want a dedicated Custom Chatbot that uses the Zoom Tool.

1. Navigate to Projects Page

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type

Choose GenAI --> Custom Chatbot option from the available project types.

4. Configure Project Name

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training

1. Click on the Model option in the left toolbar
2. Select "Train Model" in the top right corner of the page

7. Configure Advanced Options

Navigate through the following menu structure:

• Select Advanced Option
• Choose Tool Use
• Select Zoom_tool

8. Initiate Model Training

Click on "Train Model" to begin the training process.

9. Access Trained Model

Once training is complete:

1. Click on Models in the navigation
2. Select your newly trained model

10. Create Deployment

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type

1. Select "Offline Batch + Realtime" deployment option
2. Click "Next" to proceed

12. Name Your Deployment

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status

1. Return to your model by clicking Models → [Your Model Name]
2. Wait for the deployment status to show as "Active"
3. Click on the deployment name once active

14. Access Prediction Dashboard

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Chatbot

• Enter your questions or prompts in the chat interface
• Note: Each user will be prompted to log in to Zoom once for authentication

Need help adding the app?

If the authorization pop-up does not appear, fails, or you are unable to complete the Zoom sign-in, see the Troubleshooting guide at the end of this page.

Usage

Each feature of the Zoom Tool maps to a clear use case. The table below lists the available actions, when to use them, and any prerequisites required for that action to work. All actions run under the signed-in user's own Zoom identity and permissions.

Feature / action	Use case	Prerequisites
List meetings	"Show me my Zoom meetings this week" — view your upcoming and past scheduled meetings.	Zoom connector added and authorized; any valid Zoom plan.
Get meeting details	"What are the details of my next meeting?" — retrieve topic, time, join URL, and settings for a meeting.	Zoom connector added; the meeting must belong to (or be accessible by) the signed-in user.
Schedule a meeting	"Schedule a Zoom meeting tomorrow at 3pm titled Project Sync" — create a new scheduled meeting.	Zoom connector added; meeting:write scope enabled on your Zoom account.
Update a meeting	"Move my 4pm meeting to 5pm" — change the time, topic, or settings of an existing meeting.	Zoom connector added; meeting:write scope; you must own the meeting.
Delete a meeting	"Cancel my standup meeting" — delete a scheduled meeting.	Zoom connector added; meeting:write scope; you must own the meeting.
List meeting participants	"Who attended my standup yesterday?" — list participants for a past meeting.	Zoom connector added; meeting must be in the past; reporting/dashboard scope on a paid Zoom plan.
List / retrieve cloud recordings	"Show me my recent cloud recordings" — list recordings and their play/download links.	Zoom connector added; a paid Zoom plan with cloud recording enabled and recording scopes granted.
Look up user / account info	"Who am I in Zoom?" — return the connected Zoom user and account information.	Zoom connector added and authorized.

Using Zoom with RouteLLM

After the Zoom connector is added from the First Party Connectors panel, you can use it directly in chat with RouteLLM selected as the model:

1. Open a new chat in ChatLLM Teams.
2. Select RouteLLM (route-llm) from the model selector.
3. Ask a question that references your Zoom data, for example "List my Zoom meetings scheduled for this week".
4. The first time you query Zoom, you may be prompted to authorize the connector — complete the Zoom sign-in once and your request will continue automatically.

For a full walkthrough of creating a first party connector and using it with RouteLLM, see the First Party Connector guide.

Example Prompts

Prompt	What It Does
"List my upcoming Zoom meetings"	Lists scheduled meetings for the signed-in user
"What are the details of my next meeting?"	Fetches meeting topic, time, join URL, and settings
"Schedule a Zoom meeting tomorrow at 3pm titled Project Sync"	Creates a new scheduled meeting
"Who attended my standup meeting yesterday?"	Lists participants for a past meeting
"Show me my recent cloud recordings"	Lists cloud recordings and their download/play links
"Who am I in Zoom?"	Returns the connected Zoom user/account information

Removing the App

You can remove the Zoom connector at any time, either from Abacus.AI or directly from your Zoom account. Removing the connector de-authorizes Abacus.AI's access to your Zoom data.

Remove from Abacus.AI

1. Go to the Abacus.AI Connected Services Dashboard (click your profile in the top right, then Manage Connectors).
2. Locate the Zoom connector in your list of connected services.
3. Click Remove (or the delete icon) next to the Zoom connector and confirm.

Remove from your Zoom account

1. Sign in to the Zoom App Marketplace.
2. Click Manage → Added Apps (or search for the Abacus.AI app).
3. Locate the Abacus.AI app and click Remove.
4. Confirm removal to revoke the app's access to your Zoom account.

What happens when you de-authorize

• Access is revoked immediately. Abacus.AI's OAuth access and refresh tokens for your Zoom account are invalidated, and the Zoom Tool can no longer list meetings, manage meetings, list participants, access recordings, or look up your Zoom user/account information.
• Chatbots and the Agent stop accessing Zoom. Any chatbot, the Abacus AI Agent, or RouteLLM chats that previously used the Zoom Tool will no longer be able to retrieve Zoom data. If you re-add the connector later, you will be prompted to sign in to Zoom and authorize access again.
• No further calls are made. After de-authorization, Abacus.AI makes no additional requests to Zoom on your behalf.

How your data is removed

When you remove the connector (from either Abacus.AI or Zoom) or Abacus.AI receives Zoom's app deauthorization notification, Abacus.AI deletes the stored Zoom OAuth tokens and connector credentials associated with your account. Abacus.AI does not retain your Zoom content beyond what is required to service your in-session requests; any cached or derived Zoom data tied to the connector is purged as part of removal. No shared Zoom credentials are stored at any time, since the connector operates per user.

Specific requirements

• Removing the connector affects only your own Zoom authorization; other users in your workspace who connected Zoom are unaffected and must remove it individually.
• To fully revoke access, Zoom recommends removing the app from the Zoom App Marketplace → Manage → Added Apps page in addition to removing it from Abacus.AI.
• Re-adding the connector after removal requires completing the Zoom OAuth authorization flow again.

Important Notes

• Per-user credentials: Each user authenticates with their own Zoom identity. The Zoom Tool operates with the exact permissions of the signed-in user.
• Authentication: Users will need to authenticate with Zoom on their first interaction.
• Permissions / scopes: Ensure your Zoom account has the necessary scopes enabled for the operations you want to perform (meetings, recordings, users).
• Plan limits: Cloud recording features require a paid Zoom plan with cloud recording enabled.

Troubleshooting

If you encounter issues:

1. Check the deployment status is "Active" (for the Custom Chatbot flow).
2. Ensure proper authentication credentials — re-authenticate if prompted.
3. Review your Zoom permissions and scopes for the actions you are attempting.
4. If recordings are not returned, confirm cloud recording is enabled on your Zoom plan.
5. If the authorization pop-up is blocked, allow pop-ups for the Abacus.AI site in your browser and retry.
6. If access stopped working unexpectedly, the connector may have been de-authorized — re-add Zoom from the First Party Connectors panel to restore access.