Which recording method should we use?

Compare the ways Zime gets your calls: the notetaker, native Zoom and Teams recording, your own recorder, dialers, the Call Ingest API and uploads.

For admins

Zime can bring your calls in seven ways, and a company can use more than one. This page compares them on what each needs from your calendars and your IT team, whether a bot joins the meeting, and who sets it up. Choose with your Zime contact, then follow the page for that method.

Compare

The seven methods side by side

The right method depends on where your calls happen and which tools your team already uses.

Zoom and Teams can record meetings your company hosts natively, with no bot. Meetings that other companies host need the notetaker or your own recorder. Phone calls come from a dialer or through the Call Ingest API, and anyone can upload a recording they already have.

Method	Needs a calendar	IT steps	Bot in the meeting	Meetings hosted outside your company	Who sets it up
Zime notetaker	Yes. Record now works without one.	None. In Zoom, the host's account must allow local recording.	Yes. It shows in the participant list.	Yes, when the person's recording preferences include them.	Your Zime team turns it on. Each person connects a calendar.
Zoom native	Yes	Zoom cloud recording turned on. Hosts need a Licensed Zoom seat.	No. Zoom shows its own recording indicator.	No. The notetaker records them.	Someone in your Zoom account connects it from Settings in Zime.
Teams native	Yes	Your Teams admin sets meeting policies, and a Microsoft 365 admin approves Zime.	No. Teams shows its own recording indicator.	No. The notetaker records them.	Your Teams admin, then a Zime admin, then each meeting organizer.
Your own recorder: Fireflies, Gong, Chorus, MeetGeek or Attio	Yes, unless your Zime team turns off the calendar match.	API credentials from the tool's admin.	Your tool decides.	Yes, if your tool records them.	Your Zime team, with the credentials you provide.
Dialers: Ringover, HubSpot calls or Salesforce calls	No	Ringover API credentials, or HubSpot or Salesforce connected in Zime.	No. These are phone calls.	Not applicable	Your Zime team.
Call Ingest API	No	Your developers send calls to Zime with an ingest key.	No	Yes, any call your system sends.	Your admin creates the key, and Zime turns on your source.
Upload a call	No	None	No. The meeting is already over.	Yes, any recording you have.	Anyone in Zime.

Combining methods

You can combine methods. With native Zoom or Teams recording set up, for example, Zime records the meetings your team hosts natively and sends the notetaker to meetings that other companies host. Zime picks the method for each meeting.

No bot

Keep bots out of your meetings

Native recording records the meetings your company hosts without adding a participant.

Zoom or Teams records the meeting in its own cloud, and Zime collects the recording afterwards. A meeting that another company hosts is recorded in that company's account, so Zime cannot collect it natively. The notetaker joins those meetings instead, if the person's recording preferences allow it. Google Meet has no native option.

Platform	Recorded without a bot	Recorded by the notetaker
Zoom	Meetings hosted in your connected Zoom account by someone with a Licensed seat	Meetings hosted elsewhere, and hosts without a Licensed seat
Microsoft Teams	Meetings organized in your company by someone who has enabled native recording	Meetings organized outside your company, and organizers who have not enabled it
Google Meet	Not available	All Google Meet meetings

Own recorder

If your team already records calls

Zime can import calls from the recorder your team already uses, instead of recording them again.

Your Zime team connects the tool with credentials you provide. By default, Zime keeps a recorder's call only when it matches a meeting on a Zime user's connected calendar, so plan for everyone to connect their calendar. See Connect your call recorder for the supported tools and what Zime needs.

If your team records with its own tool and nobody connects a calendar, Zime imports nothing from a meeting recorder. Ask people to connect their calendars, or ask your Zime team to turn off the calendar match for your company.

Other sources

Phone calls and other sources

Calls that do not happen in a video meeting reach Zime through a dialer, the Call Ingest API or an upload.

Zime imports Ringover calls, and HubSpot or Salesforce calls through your CRM connection. For any other dialer or system, such as Nooks, your developers can send calls with the Call Ingest API. For a single conversation, such as a meeting in person, anyone can upload the recording.

Dialer calls show in Zime as dialer calls. On the Calls page, use the Dialer filter to show or hide them.

Checklist

Before your first call

Whichever method you choose, a few things must be in place before calls arrive.

Zime links every call to a Zime user by email, so the people on your calls need active Zime accounts. Methods that work from calendars also need each person's calendar connected.

Choose the method
Agree the method, or the mix of methods, with your Zime contact.
Add your team
Make sure every rep is an active Zime user, with the same email they use in meetings, in your recorder and in your dialer.
Give recording access
In Admin Center, turn on the Call recording permission for each person who should connect a calendar.
Connect calendars
Ask each person to connect their Google or Outlook calendar in Settings, on the Recordings tab.
Finish the IT steps
Complete the IT steps your method needs, such as Zoom cloud recording, Teams meeting policies or API credentials.

Questions

Choosing a method

6 answers

Can we use more than one method?

Yes. Zime picks the method for each meeting. With native Zoom recording set up, for example, Zime records meetings your team hosts natively and sends the notetaker to meetings hosted elsewhere, if the person's preferences allow it. Dialer calls, Call Ingest API calls and uploads can come in alongside these.

Which method needs the least setup?

The notetaker. Your Zime team turns it on, and each person connects a calendar and chooses which meetings to record. Your IT team has nothing to approve, unless your Zoom settings turn off local recording, which the notetaker needs in Zoom.

How do we record Google Meet meetings?

With the notetaker. Google Meet has no native option in Zime. Your own recorder, if it covers Google Meet, and uploads also work.

Which methods need a calendar?

The notetaker and native Zoom and Teams recording need each person's calendar connected. Your own recorder needs one by default. Dialers, the Call Ingest API and uploads do not. Record now sends the notetaker to a meeting without a calendar.

What about meetings our customers host?

Native recording cannot record them, because the recording belongs to the host's account. The notetaker records them when the person's recording preferences include External meetings (External host). Your own recorder records them if it is set up to.

Can we change methods later?

Yes. Ask your Zime contact or email support@zime.ai. A change applies to meetings from then on.

People and access

3 answers

Does every rep need a Zime account?

Yes. Zime links each call to an active Zime user by email. A user who is still pending approval, or who has been deactivated, is not active, so Zime does not record or import their calls.

Who connects native recording?

For Zoom, someone in your Zoom account connects it from Settings, on the Recording platforms tab. For Teams, a Zime admin connects your Microsoft workspace first, with approval from a Microsoft 365 admin, and then each meeting organizer enables it.

Can we keep some meetings from being recorded?

Yes. Admins can block domains, emails, meeting links and large meetings for the whole company, and each person can turn recording off for a single meeting. See Domains, vendors and exclusions.

Still deciding?

Email support@zime.ai or ask your Zime contact, and include the details below.

If you report an issue, include:

Where your meetings happen: Zoom, Teams or Google Meet
Any recorder or dialer your team already uses
Whether your team uses Google or Outlook calendars