⚒️Using Zoom for Online Meetings

(S2S OAUTH)

Cubu can create a Zoom video meeting between an agent and a customer.

When the Online Meetings feature is enabled, a video meeting is created automatically when a registered agent starts processing a case if the channel property is set to "Video".

The agent must be registered on your organization's Zoom account using the same email to log in to Cubu.

To enable Cubu/Zoom integration, you must first make some configurations on both your Zoom account and Cubu organization settings.

Configuring Zoom

To allow Cubu to create meetings on Zoom, you will need to create a Zoom App in the Zoom portal.

Create a Server-to-Server OAuth App in Zoom

To create a new Zoom app, open: https://marketplace.zoom.us/develop/create.

Follow the instructions in this document: https://developers.zoom.us/docs/internal-apps/create/

Creating a Zoom App

After creating the application, go to the App Credentials section and take note of the Account ID, client ID, and Client secret.

App Credentials

App Permissions

In this section, you will give the app permission to create meetings on behalf of users.

Go to the Scopes section and click Add Scoped. Add the following scopes:

• View all user meetings

• View and manage all user meetings

• View all user information

• View user information and manage users

At the end of this process, your Scopes section should look like this:

Adding Scopes

Configuring Cubu

Open Admin tools > Settings > Online meetings