Sharing Zoom IQ clip and conversation

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As a Zoom IQ user, you can share meeting conversations and clips with internal and external users. Your access is configured by your admins and depending on the type of access given, you can:

  • Manage who can view and the scope of content available for sharing
  • Manage who can share clips and conversations
  • Share clips and conversations via a link or email
  • Set a link expiration date

This article covers:

Prerequisites for sharing Zoom IQ Clip and Conversation

How to share clip and conversation

For users with share-only access

  1. Sign in to the Zoom web portal
  2. In the navigation menu, click Zoom IQ for Sales then Conversations.
  3. Share a conversation or a clip:
    • To share a conversation, either click the share icon corresponding to the conversation you want to share from the list or open a conversation then click the share icon beside the conversation title.
    • To share a clip, open a conversation, then click the Clips tab.
  4. Click Share Link.
  5. In the dialog box, either copy the link or specify an email address to send the conversation or clip.
    Note: When sharing via email, added users must meet the Who can view condition, or else you will not be able to proceed.

For users with manage clip and conversation share settings access

Note: Admins configure the access to manage clip and conversation share settings.

  1. Sign in to the Zoom web portal
  2. In the navigation menu, click Zoom IQ for Sales then Conversations.
  3. Share a conversation or clip:
    • To share a conversation, either click the share icon corresponding to the conversation you want to share from the list or open a conversation then click the share icon  beside the conversation title.
    • To share a clip, open a conversation, then click the Clips tab.
  4. Click Share Link.
  5. In the dialog box, either copy the link or specify an email address to send the conversation or clip.
  6. (Optional) Next to PERMISSION, click the pencil icon to modify Who can view, What viewers can view, in addition to the transcript and recording, Share link expiration, and Passcode.

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