Connect Zoom Phone to Oversai to sync call recordings, transcripts, call history, and phone users, so your team can run AutoQA, AI Metrics, and VoC on Zoom Phone interactions.
Before you start
You need:
- A Zoom account with admin access to create a Server-to-Server OAuth app in the Zoom App Marketplace (https://marketplace.zoom.us/user/build)
- An Oversai account with permission to manage integrations (Data → Integrations)
Oversai connects using a Server-to-Server OAuth app (account-level). You will copy the Account ID, Client ID, and Client Secret from Zoom into Oversai.
Step 1 — Create a Server-to-Server OAuth app in Zoom
1. Go to https://marketplace.zoom.us/user/build
2. Open Develop → Build app →Server to Server OAuth App
Step 2 — Enter basic information
Open Information; fill app name, short description, company, developer contact.
No need to publish to Marketplace.
Step 3 — Add the required scopes
Add ALL scopes under Phone using + Add Scopes:
- phone:read:list_call_recordings:admin — List recordings
- phone:read:call_recording:admin — Read one recording
- phone:read:recording_transcript:admin — Transcript
- phone:read:list_call_logs:admin — Call history
- phone:read:call_log:admin — Call element
- phone:read:list_users:admin — List users
- phone:read:user:admin — Get one user
Step 4 — Activate the app
Open Activation and activate.
Step 5 — Copy your Zoom credentials
From App Credentials, copy Account ID, Client ID, and Client Secret. Store them securely.
Step 6 — Connect Zoom Phone in Oversai
1. Go to Data → Integrations.
2. Select Zoom Phone → Add New Connection.
3. Enter Name, Account ID, Client ID, and Client Secret.
4. Select Connect to Zoom Phone.
Need help?
Contact Oversai [email protected] if the connection fails or scopes or credentials are unclear.