Domains, vendors and exclusions
Keeping internal, vendor and sensitive meetings out of Zime
Some meetings should never be recorded, and some recorded calls should stay out of your deals and CRM. Admins set recording rules for the whole company, each person can skip a meeting or a type of meeting, and your Zime team keeps a list of your vendors and partners. This page covers each option and when to use it.
Choose the right option
Pick the option by what you want to keep out and for whom.
Recording rules and the attendee limit apply to everyone in your company. A person's own choices apply to their own calendar only, so a colleague in the same meeting can still have it recorded. The vendor list and Mark as non-sales keep a call in Zime but out of your deals and CRM.
| You want to | Use | Who sets it |
|---|---|---|
Never record meetings with a company | A recording rule for its domain | An admin |
Never record meetings with a person | A recording rule for their email | An admin |
Never record a particular meeting link | A recording rule for the link | An admin |
Skip all-hands and other large meetings | The attendee limit | An admin |
Skip one of your meetings | Upcoming Meetings | Each person, for their own calendar |
Skip a type of meeting, such as internal meetings | The Call Recording card in Settings | Each person, for their own calendar |
Keep vendor and partner calls out of deals and your CRM | Your vendor list | Your Zime team |
Take one recorded call out of deals and reports | Mark as non-sales, on the call's deal card | A user, from the call |
Recording rules
Recording rules tell Zime which meetings never to record, for everyone in your company.
A rule overrides each person's recording preferences, and it stops both the notetaker and native Zoom or Teams recording. Admins add and change rules. Other users can see them but cannot edit them. Rules do not stop Record now or an uploaded call.
Open the rules
Open Admin, then the Recordings tab. The Recording rules card lists your current rules.
Add a rule
Click Add restriction, choose Domain, Email or Meeting link, and enter the value.
Choose how it applies
For a domain, choose Block if invited or Block only when meeting is just with this domain. For a meeting link, choose Contains or Exact match.
Save
Click Save at the bottom of the card.
Rule types
Each rule matches a domain, an email or a meeting link.
A domain rule covers everyone with an email at that domain. Block only when meeting is just with this domain suits vendors and partners whose people also join meetings with your customers: a meeting that also has external attendees from other companies is not blocked by that rule.
| Rule | Zime does not record |
|---|---|
Domain: Block if invited | Any meeting where someone from that domain is invited |
Domain: Block only when meeting is just with this domain | Meetings where every external attendee is from that domain |
Email: Block if invited | Any meeting where that person is invited. You can paste several emails at once, separated by commas. |
Meeting link: Contains | Meetings whose link contains the text you enter |
Meeting link: Exact match | Meetings whose link matches exactly |
Skip large meetings
The attendee limit keeps all-hands, trainings and other large calls out of Zime.
On the same Recordings tab, turn on Enable attendees limit under Skip large meetings. Then choose 50, 80 or 100, or a custom number, and click Save. The limit applies to every meeting Zime would otherwise record for your company.
Zime labels a meeting skipped this way as Blocked: too many attendees.
Skip a meeting yourself
Each person can keep their own meetings out of Zime before they start.
These choices apply to your own calendar. If a colleague in the same meeting still has recording on for it, Zime can still record the meeting. To keep a meeting out for everyone, ask an admin for a recording rule.
| To skip | Do this |
|---|---|
One meeting | Open Upcoming Meetings and switch recording off for that meeting before it starts. |
A type of meeting, such as internal meetings | Open Settings, then the Recordings tab, and clear that type on the Call Recording card. |
All your meetings | Turn off the switch at the top of the Call Recording card. |
Vendor calls and non-sales calls
Some calls belong in Zime but not in your deals or CRM.
Your Zime team keeps a list of your vendors and partners by domain, and Zime uses it to tell vendor calls from sales calls. Calls in a vendor or other non-sales category stay in Zime, but Zime does not link them to a deal or write them to your CRM. You can also mark any single call as non-sales, which removes its deal link and leaves it out of reports.
Open the call
Open the call in Zime and open its deal card.
Mark it
Under Not a sales call?, choose a reason and click Save.
Undo it
To treat the call as a sales call again, click Mark as Sales Call on the same card.
Questions
Recording rules
5 answersWho can add recording rules?
Admins, on the Recordings tab in Admin. Other users see the same rules there as read only.
Do rules override people's own settings?
Yes. A rule stops Zime recording a matching meeting even when someone's recording preferences include it.
Do rules apply to native Zoom and Teams recording?
Yes. Zime does not record a blocked meeting with the notetaker or natively.
Do rules apply to Record now and uploads?
No. Rules do not stop Record now or an uploaded call.
How do I block several people at once?
Add an Email rule and paste the addresses, separated by commas. Zime adds one rule for each email.
Large meetings
2 answersWhich limits can I choose?
50, 80 or 100 attendees, or a custom number.
How do I turn the limit off?
Turn off Enable attendees limit under Skip large meetings, on the Recordings tab in Admin.
Vendors and non-sales calls
4 answersHow do I add a vendor or partner to the list?
Email support@zime.ai or ask your Zime contact. Include the company's domain and whether it is a vendor, a partner or another kind of non-sales contact. Your Zime team keeps the list.
Are vendor calls still recorded?
Yes. Zime records them as usual and sorts them as vendor calls, so it does not link them to a deal or write them to your CRM. To stop recording a vendor's calls, add a recording rule for its domain.
What does Mark as non-sales do?
Zime removes the call's deal link and leaves the call out of reports. Click Mark as Sales Call on the same card to undo it.
Are meetings with only my colleagues linked to deals?
No. Zime does not link meetings with only internal attendees to a deal.
Still need help?
Email support@zime.ai and include the details below.
If you report an issue, include:
- The meeting or call title and date
- The rule, domain or email involved
- What you expected Zime to do