> For the complete documentation index, see [llms.txt](https://library.zoom.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://library.zoom.com/business-services/zoom-revenue-accelerator/zoom-revenue-accelerator-explainer/zra-user-experience.md).

# ZRA User Experience

### Users with a Zoom Revenue Accelerator license will see a new, in-meeting control button for enabling or disabling recording analysis

<div data-with-frame="true"><figure><img src="/files/CACz22W5hE9c5eKaeuaL" alt="Example of Record With Revenue Accelerator option in the Record menu inside a Zoom Meeting."><figcaption><p>Example of Record With Revenue Accelerator option in the Record menu inside a Zoom Meeting.</p></figcaption></figure></div>

Users with a Zoom Revenue Accelerator license will see a new option within a meeting’s **Record** menu, labeled **With Zoom Revenue Accelerator**. When enabled, this option indicates if a meeting will be cloud recorded with Zoom Revenue Accelerator analytics, allowing meeting hosts to record ad-hoc meetings with analysis as needed. To opt-out of analytics for a meeting, hosts can simply uncheck the **With Zoom Revenue Accelerator** option.

### Zoom Revenue Accelerator analytics and insights are accessed through the Zoom web portal or client

Users with a Zoom Revenue Accelerator license will see a new **Zoom Revenue Accelerator** menu tab on the web portal and within their Zoom client. The Zoom Revenue Accelerator menu contains tabs for **Dashboards**, **Conversations**, **Deals**, **Analytics**, and a list of established **Teams**.

### The Zoom Revenue Accelerator Dashboard provides a central overview of deals, analytics, and recent events

Users with an assigned Zoom Revenue Accelerator license have access to a summary dashboard, containing an overview of information about active deals, notifications, performance metrics, and subscribed indicator mentions.

<div data-with-frame="true"><figure><img src="/files/oQa14O7zyLsMXYMePSmv" alt="Example of the Zoom Revenue Accelerator Dashboard."><figcaption><p>Example of the Zoom Revenue Accelerator Dashboard.</p></figcaption></figure></div>

### All recordings processed by Zoom Revenue Accelerator will appear in the Conversations tab

Recordings processed by Zoom Revenue Accelerator will populate in the Conversations tab of the Zoom Revenue Accelerator menu. The Conversations tab allows users and managers to access their team’s recordings and analytics in a central location, and are separate from recorded meetings or calls without Zoom Revenue Accelerator analysis.

{% hint style="info" %}
**Note**

All content recorded without Zoom Revenue Accelerator analysis will continue to populate in the [Recordings](https://zoom.us/recording) tab of the Zoom web portal.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/eMpvu3lTge5bKxsZwfWS" alt="Example of the Conversations tab in Zoom Accelerator settings."><figcaption><p>Example of the Conversations tab in Zoom Accelerator settings.</p></figcaption></figure></div>

#### <mark style="color:blue;">Users can click a meeting’s Topic to view conversation-specific analytics and insights</mark>

After a conversation is processed, users can click the conversation’s **Topic** to view insights.

Unlike the Zoom Revenue Accelerator dashboard — which provides a general summary of a wide range of meetings — viewing a particular conversation provides insight to that specific conversation, including a summary, transcript, speaker insights, questions asked, next steps, and more.

<div data-with-frame="true"><figure><img src="/files/6mVLoBXM30e2SntUdPno" alt="Example of the conversation Topic in a Zoom meeting."><figcaption><p>Example of the conversation Topic in a Zoom meeting.</p></figcaption></figure></div>

### The Deals tab, when integrated with a CRM, provides a central location within the Zoom client to track active deals

When integrated with a CRM, the **Deals** tab provides an overview of an individual user’s or a team’s sales pipeline. Users can use the Deals screen to identify and prioritize ongoing deals with a 360 degree view, organizing them by each stage of the sales process, seeing how many conversations have transpired — along with their insights —, and track recent developments or activity within the opportunity.

#### <mark style="color:blue;">Deal risk signals</mark>&#xD;

Structured risk indicators (no decision-maker, stuck stage, missing topics) that flag deals needing attention — not just a pipeline list.

### The Coaching tab is where sales managers can create or view scorecard templates for evaluating conversations

The **Coaching** tab is the central location for sales managers to view or create scorecards for evaluating conversations. From the Coaching page, sales managers with a [qualifying role](#zoom-revenue-accelerator-provides-six-different-roles-types-with-customizable-permissions-and-also-s) can view scorecards created by others within the organization, use an existing scorecard as a template for a new scorecard, or create a new scorecard from scratch.

#### <mark style="color:blue;">Sales managers can provide feedback and coaching opportunities with a scorecard through the Conversations tab</mark>

After a scorecard is created in the **Coaching** tab, sales managers with a qualifying role can provide feedback through the **Conversations** tab. After selecting a conversation, a user with a qualifying role can select the **Coaching** sub-tab below the recording, and select any available scorecard.

#### <mark style="color:blue;">After a conversation is scored, users receive a notification in their dashboard</mark>

After a sales manager has completed a scorecard for a conversation, users receive a notification in their Zoom Revenue Accelerator dashboard. From there, users can see their manager’s feedback and score.

#### <mark style="color:blue;">AI-automated conversation scoring and scorecard management</mark>&#xD;

Zoom Revenue Accelerator includes an automated scorecard system that evaluates sales conversations using AI. Account owners and admins build scorecards with custom criteria; an AI model then automatically scores conversations against those criteria without requiring manual review of each recording.

Automated scorecards support filtering by conversation type, call direction, language, meeting title keywords, and indicator mentions. Scorecard visibility is controllable through role permissions. Smart playlists for specific scorecards can be automatically created as part of the scorecard creation process.

When a scorecard's criteria are updated, the system can retroactively rescore conversations from the past 30 days. Multiple scorecards may be applied per conversation and per participant. Sales managers with qualifying permissions may manually override AI-generated answers when inaccuracies are identified; the system maintains a change history with timestamps and user attribution.

Justification evidence — including transcript snippets and associated timestamps — is surfaced within both the individual scorecard view and the Analytics page, allowing reviewers to verify scoring decisions without leaving the analytics interface. Scorecard data, including total scores and links to detailed scorecards, can be synchronized to Salesforce and HubSpot CRM systems.

Scorecard analytics can be exported to CSV files containing participant names, conversation details, scoring information, and scorecard names. Sales managers can receive notifications for scorecards based on configured score ranges, with matched conversations optionally added to a pre-configured smart playlist.

#### <mark style="color:blue;">Sales playbook assignment, execution, and analytics</mark>

Zoom Revenue Accelerator includes a Playbooks feature that surfaces structured sales frameworks during and after customer conversations. Playbooks can be aligned with standard methodologies such as BANT, SPICED, and MEDDPICC, or with custom organizational frameworks.

Administrators can assign playbooks to specific user groups, ensuring that each team receives only the frameworks relevant to its role. During post-call analysis or live conversations, users see only the playbooks assigned to their groups. Playbook field mappings can be configured for both Salesforce and HubSpot CRM integrations, with support for Contact Lookup and Picklist field types enabling automated population of CRM fields — including Economic Buyer, Champion, and Competitor fields — based on conversation-extracted insights.

A dedicated analytics dashboard allows account owners and administrators to track playbook usage patterns, success rates, and adoption rates across teams, with customizable reporting periods and CSV export capability.

### The Analytics tab provides metrics for conversational skills, conversations per deal, Indicators for competitors or topics mentioned, and overall Zoom Revenue Accelerator usage

The **Analytics** tab provides quick, accessible insights into how sales teams and members are engaging with clients, and offers insight to performance metrics, mentioned [topics or words of interest](https://support.zoom.us/hc/en-us/articles/8951369054093-Using-Zoom-IQ-for-Sales-Indicators), and seller behavior.

#### <mark style="color:blue;">Managers and sales team members can use the Conversation, Deals, and Usage analytics to improve performance</mark>

Within the **Analytics** tab, managers can use the **Conversation**, **Deals**, and **Product** **Usage** tabs to view information breakdowns by helpful factors, like the number of conversations a seller has in a timeframe, a user’s talk-to-listen ratio, the consistency of next steps provided per conversation, filler words used, the frequency of Zoom Revenue Accelerator usage, and more. With these metrics, managers can create helpful coaching opportunities to improve seller performance over time.

Similarly, sales team members can use the same metrics to refine their sales delivery, monitoring their patience, longest spiel, and track their client’s sentiment across conversations.

#### <mark style="color:blue;">Indicators are custom keywords or phrases that note critical moments in a conversation’s analysis, like competitive brands, features, or products mentioned</mark>

The **Indicator** tab lets sellers and managers track discussion of specific products, competitors, or topics of interest by highlighting key phrases of a conversation’s transcript. With customizable indicators, [configurable for each company’s needs](https://support.zoom.us/hc/en-us/articles/8951369054093-Using-Zoom-IQ-for-Sales-Indicators), Zoom Revenue Accelerator can automatically highlight or alert sellers and managers when key topics of conversation arise.

For example, if a company exclusively sells ham sandwiches, the company can create indicators to highlight the discussion of any alternative sandwich options, like turkey, tofu, or chicken. Consequently, if any competing sandwich options are discussed during an analyzed conversation, sellers and managers can use the **Indicator** screen to see the context of the discussion, how the discussion was handled, or gain insight to the customer’s sentiment when compared to a competitor.

### The Teams tab is used to create and manage team structures

The **Teams** tab is used to [create and manage team structures](https://support.zoom.us/hc/en-us/articles/12733960161165-Managing-your-Zoom-IQ-for-Sales-teams) within Zoom Revenue Accelerator. From the page, account admins can create a hierarchy of teams, mimicking the manager reporting structure for their organization. Users can also be added or removed from teams as necessary.

#### <mark style="color:blue;">Team structures can also be imported from an integrated CRM</mark>

Customers with a supported CRM integration can automatically [create and import team structures](https://support.zoom.us/hc/en-us/articles/12733960161165#h_01G0G0WJA57F4H9VWPZYBB9CZX) from their CRM within Zoom Revenue Accelerator. When imported, the team structures and hierarchies from the CRM are automatically created and populated within Zoom Revenue Accelerator, along with the associated users if they are found and matched within Zoom.

#### <mark style="color:blue;">Accounts can use a mix of custom team structures and CRM-imported team structures, if desired</mark>

Customers can utilize both custom and CRM-imported team structures within Zoom Revenue Accelerator. This offers customers flexibility for use cases where Zoom Revenue Accelerator-licensed users may not have CRM access or presence, but still require team association for reporting and analytic purposes.

### Account-level visibility and deal outcome analysis&#xD;

Zoom Revenue Accelerator includes an account-level view that provides representatives and managers with consolidated visibility into lead accounts. The account list view presents aggregate revenue, industry, deal count, and other account attributes, with multiple filtering criteria available. A detailed account view provides contact information, deal details, past interaction history, account status, and annual revenue for accounts to which the user has access.

Deal win/loss analysis is also available: after a deal is marked Closed Won or Closed Lost in an associated CRM, Zoom Revenue Accelerator generates structured analysis of the deal using available conversation data, transcripts, and contextual information. The analysis includes a summary, evidence-based outcome reasons, and citations.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://library.zoom.com/business-services/zoom-revenue-accelerator/zoom-revenue-accelerator-explainer/zra-user-experience.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.