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Zoom User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a 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.

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

Setting Up the Zoom Connector​

There are two ways to use 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

Using Zoom with RouteLLM​

After the Zoom connector is configured 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​

PromptWhat 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

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.