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How to use convverse.ai for zoom ?

Learn how to boost your sales calls with convverse.ai, you in-call sales expert for sales . Discover real-time AI prompts, battlecards, and instant meeting summaries to qualify leads and close deals faster.

By Mukesh Kumar, Founder of convverse.ai2 min read
How to use convverse.ai for zoom ?

How to set up and use convverse.ai for Zoom

Step 1: Install from the Zoom Marketplace

  • Open the Zoom Marketplace, search for convverse.ai, and click Install.
  • Approve the requested permissions using the Zoom account that will host meetings.

Step 2: Create or sign in to your convverse.ai account

  • After installation, you’ll be redirected to app.convverse.ai to sign up using your email address or sign in if you already have an account.

Step 3: Start a Zoom meeting

  • Start or join a Zoom meeting as you normally would.
  • convverse.ai joins the meeting as a bot with the host’s authorization.

Step 4: Use convverse.ai during the meeting

  • Before or during calls, users can add and publish their own set of questions in convverse.ai based on what they need to learn to progress or win a deal.
  • During the live conversation, convverse.ai provides AI sales realtime guidance by capturing prospect responses as they happen and mapping them directly to the user’s questions.
  • The app also prompts relevant follow-up questions and provides contextual answers when prospects ask questions, enabling realtime selling and helping sales teams know what to ask and what to answer in the moment.

Step 5: Review the meeting summary after the call

  • After the meeting ends, a structured summary is generated in convverse.ai.
  • The summary reflects the user-defined questions, captured answers, key highlights, and action items, giving teams a clear historical record across multiple sales calls powered by AI for sales.

Get help if needed

If you face any issues during installation or setup, we’re happy to jump on a call and help you get started. Write to support@convverse.ai and our team will assist you.

How to remove convverse.ai from Zoom?

  • Open and sign in to Zoom App Marketplace.
  • In the top right corner, click Manage.
  • On the left side of the page, click Added Apps. A list of all apps added by you is displayed.
  • Identify the convverse.ai app, click Remove. A Remove App window will appear.
  • (Optional) Click the drop-down menu to choose the reason for removing this app.
  • Click Remove to confirm the removal of this app.

How to delete your data in convverse.ai?

  • Visit the convverse.ai Contact Us page.
  • Submit a request for account cancellation and data deletion.
  • Your data will be permanently deleted within 30-days.

By Mukesh Kumar, Founder of convverse.ai

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