Zime Product Guide
Understand what each Zime feature does, when to use it, and what to expect.
Zime helps teams capture meetings, keep CRM current, and prepare better for important conversations. Use this guide to quickly find the feature you need and get clear answers without digging through separate docs.
Browse guides
Sales Recording
Understand how Zime records meetings and how security, consent, and participant control are handled.
- Learn how recording works
- Understand security and compliance basics
- Review consent, notifications, and opt-out behavior
CRM Automation
Understand how Zime creates post-call CRM updates and when that automation applies.
- See what gets written into CRM
- Understand when an activity is created
- Review the current scope and limitations
Prep Notes
Understand how Zime helps users prepare before external meetings with the right context.
- See what a Prep Note includes
- Understand when it is sent
- Review the current rollout scope
Email Analysis
Understand how Zime reads the sales email already in your CRM and turns it into deal insight.
- See what Zime reads, and what it does not
- Understand the three insight types and their evidence
- Review security, setup, and coverage
Access Policy
Understand who can see which calls, deals, and accounts in Zime, and why.
- See how roles and view access work
- Understand the eye icon and visibility reasons
- Review how access stays in sync with your CRM
AI Brain
Ask about deals, competitors, objections, and call insights across your entire pipeline - in plain language.
- What AI Brain is and what you can ask it
- How to connect Zime to your AI assistant via MCP
- What it covers and how to get started
Upload Call
Bring external recordings into Zime and get the same AI-powered insights as native calls.
- See supported files, sizes, and formats
- Understand meeting and deal mapping
- Review syncing, notifications, and troubleshooting
Workspace Integrations
Bring Zime into the tools your team already works in and ask questions, get prep notes, and surface insights without leaving your conversations.
- Connect Zime to your Slack workspace
- Understand the admin setup and per-user sign-in
- Review what you can ask and how troubleshooting works
Upcoming Meetings
Understand what shows up in Upcoming Meetings, what each recording status means, and how to control recording before and during your calls.
- See meetings synced from your calendar
- Confirm recording status before joining
- Control recording before and during meetings
Weekly Business Review
Get an objective weekly read on your pipeline. WBR flags the deals most likely to be lost and tells you what to do to win them back.
- See which deals are at risk before they are lost
- Get an objective weekly view based on real call activity
- See the recommended next action for every deal
Not sure where to start?
- Open Sales Recording if you want to understand recording, consent, security, or compliance.
- Open CRM Automation if you want to understand what Zime writes into CRM after a meeting.
- Open Prep Notes if you want to understand how Zime helps before an upcoming customer conversation.
- Open Email Analysis if you want to understand how Zime reads the email already in your CRM and turns it into deal insight.
- Open Upload Call if you want to bring external recordings into Zime and get the same AI-powered insights as native calls.
- Open Access Policy if you want to understand who can see which calls, deals, and accounts in Zime.
- Open AI Brain if you want to connect Zime to Claude and ask about your calls in plain language.
- Open Workspace Integrations if you want to bring Zime into Slack or MS Teams.
- Open Weekly Business Review if you want an objective weekly read on which deals are at risk and what to do next.
Need help?
Contact support@zime.ai