Last Update: June 2022

Need Help? Email [email protected]

Prerequisites

  1. User has been created and assigned to programs by the Operations user given by SetSail
  2. Zoom has been connected
  3. Transcripts are enabled for Cloud Recording Zoom Meetings

UseCase: Testing Zoom Signal

Login to Zoom and create Meetings

  1. Login to Zoom as same user created within SetSail
  2. Schedule a meeting with a different domain then the user created in SetSail (SetSail does not process meetings where everyone is on the same domain)
  3. Hold and cloud record the scheduled meeting
  4. Let the meeting occur for over 5 minutes
  5. Mention the words “Activity”, “Activities”, and “Zoom” frequently.
  6. Wait a few hours (during business days) or a full day (weekends) for SetSail to process meeting
  7. The three signals being checked are
    1. Meeting discussed Zoom and lasted over 3 min
    2. Zoom call lasted longer than 3 minutes
    3. Zoom meeting mentioned activity feature

Verify SetSail Signals

  1. Go to https://app.setsail.co. You should see this screen:

    Untitled

  2. Log-in using your Gsuite or Office 365 credentials (this is only to verify your identity) that were assigned to created Managers/Operations user