What you get at each setup level
Knowing what to expect with the notetaker only, with a CRM, and with your own call recorder
How you set Zime up decides what you get out of it. This page lists the setup levels, from the notetaker alone to your own call recorder and CRM, and shows what each one gives you and who has to do what.
The setup levels
Each level adds to the one before it, so you can start small.
Pick the row closest to how your team works today. You can add the next level later without starting over.
| Level | What you set up | What you get |
|---|---|---|
Notetaker only | Sign-in, your people, and each person's calendar | The Zime notetaker joins your meetings, and every call gets a summary, insights and a place in Upcoming meetings and prep notes. |
Notetaker and CRM | The above, plus your CRM (Salesforce, HubSpot or Attio) | Calls are mapped to your deals and accounts, so you get deal and account views, Pipeline Review and answers about deals. Zime can also update your CRM after calls once your Zime team sets that up. |
Your own call recorder | Sign-in and your people, plus a connection to your recorder (Fireflies, Gong, Chorus, MeetGeek or Attio call recordings) | Zime imports the calls your recorder already captures, with the same summaries and insights, instead of recording them itself. |
Dialers and other call sources | Your people, plus Ringover, HubSpot calls, Salesforce calls, or the Call Ingest API | Calls made by phone or pushed from your own tools show up in Zime with the same insights. |
Not sure which recorder setup fits you? See Which recording method should we use?.
What every level needs
Three things come first, whichever level you choose.
Sign-in and your approved email domains are set up by your Zime team when your workspace is created. Then your admin adds people, and each person who needs meetings connects a calendar.
- Sign in with Google or Microsoft: your company uses one provider, and Microsoft usually needs a one-time approval from your IT team.
- Invite people to Zime: Zime only picks up calendars and calls for active people whose email appears on the call.
- A calendar for each person: Google or Outlook.
What changes with each recording choice
The recording choice decides how calls reach Zime.
Most setups need each person's calendar. If you use your own recorder, Zime only keeps calls it can match to someone's calendar unless your Zime team turns that off for your company. Turning it off applies to the whole company, so ask before you rely on it.
| Choice | Needs a calendar | Set up by |
|---|---|---|
Zime notetaker | Yes, except for Record now from Upcoming meetings | Your Zime team switches it on. People can adjust their own preferences. |
Yes | One person connects your Zoom account, which sets up everyone in it. | |
Yes | Your IT team sets the Teams policy, an admin connects the workspace, and each organizer enables it. | |
Your own recorder or a dialer | Yes by default for recorders, no for dialers | Your Zime team, using a key you provide. |
No | Your admin creates the key, and your Zime team enables the source. | |
No | Anyone, any time. |
Who does what
Setup is shared between your Zime team, your admin, your IT team and each person.
| Step | Who |
|---|---|
Choose sign-in, calendar provider and approved domains | Your Zime team, when your workspace is created |
Approve Zime for Microsoft, or trust it in Google | Your IT team, if your organization restricts apps |
Add people and set roles | Your admin |
Connect a calendar | Each person |
Connect Salesforce, HubSpot or Attio | Your admin, from Admin then CRM |
Set up a recorder, dialer or call source | Your Zime team, with the key or details you provide |
Create API and ingest keys | Your admin, from Admin then APIs |
Install the Slack app | Your admin |
Add the Teams app | Your IT team, in Teams admin center |
Questions
Do I need a CRM?
No. The notetaker works without one. A CRM adds deals, accounts and Pipeline Review on top.
Do I need a calendar?
For most setups, yes. The Call Ingest API and uploading a call do not need one.
Can I start with the notetaker and add the CRM later?
Yes. Your admin connects the CRM from Admin then CRM whenever you are ready.
Can we use more than one recording method?
Yes, for example the notetaker for most meetings and the Call Ingest API for a dialer. Ask your Zime team how they combine for your company.
Where do I start?
Start with Sign in with Google or Microsoft, then Invite people to Zime.
Still need help?
Write to support@zime.ai and the team will get back to you.