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How-To Guides

Adding the Steve App to Zoom

Prerequisites, both install paths, the permissions Steve requests, and how to verify the connection

Steve Documentation Team
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Overview

This page covers adding Steve for Zoom Team Chat to your Zoom account — the prerequisites, both install paths, the permissions Steve requests, and how to confirm everything is working.

Who it's for: 📣 PMM / admin — connecting Zoom is an organization-level action.

Having trouble? See Troubleshooting, or email tech@hiresteve.ai.

Prerequisites

Before you add the Zoom app:

RequirementDetails
A Steve accountSign up at hiresteve.ai. Zoom integrations are configured at the organization level.
Steve organization manager / admin roleOnly an org manager can connect, configure, or disconnect integrations.
Zoom permission to authorize appsYou must be able to authorize an app on your Zoom account. If your Zoom admin has restricted the Marketplace, ask them to pre-approve the Steve app.
At least one Steve projectCommands, summaries, and monitoring are scoped to projects, so create a project first.
Zoom Team Chat enabledRequired — the Steve bot lives in Zoom Team Chat.

Option A: Add from the Zoom App Marketplace

  1. Sign in to the Zoom App Marketplace.
  2. Search for Steve and open the Steve for Zoom Team Chat listing.
  3. Click Add.
  4. Review the permissions Steve requests (see Permissions requested below) and the terms.
  5. Click Allow to authorize the app.
  6. You're redirected to Steve. If you aren't already signed in, sign in or create your account, and the Zoom account is linked to your Steve organization.
  7. Confirm the connection — see Verify the connection below.

The Steve for Zoom Team Chat listing on the Zoom App Marketplace with the Add button

Caption: The Marketplace listing — click Add to start the authorization flow.

Option B: Add from inside Steve

Step 1: Open the Zoom settings

  1. Log in to your Steve account.
  2. Click Settings in the navigation menu.
  3. Open the Zoom tab, labeled Zoom Team Chat.

Steve's Settings page with the Zoom Team Chat tab open

Caption: The Zoom Team Chat card lists the bot's capabilities and your current connection status.

Step 2: Connect your Zoom workspace

On the Zoom tab you'll see the Zoom Team Chat card listing the bot's capabilities and your current status — Not connected to Zoom, or Connected as your email once linked.

  1. Click Add to Zoom.
  2. You're redirected to Zoom's authorization page.
  3. Review the permissions Steve requests.
  4. Click Allow.
  5. Zoom redirects you back to Steve.

The Zoom OAuth authorization screen listing the scopes Steve requests

Caption: Zoom's consent screen — review the scopes, then click Allow.

Permissions requested

Steve for Zoom Team Chat asks for the following Zoom scopes:

ScopeWhy Steve needs it
team_chat:readRead messages in chats and channels where the bot is present, so it can recognize commands and detect competitive insights
team_chat:writePost replies, command results, cards, and scheduled summaries back into the conversation
team_chat:read:list_channelsList the channels the bot belongs to, so you can choose notification and intelligence channels in Steve
chat_channel:readRead channel details and membership needed to deliver messages to the right channel
imchat:botSend and receive bot messages and interactive cards (dropdowns, buttons)
user:readRead your basic profile — name, email, and Zoom account ID — to link your Zoom account to your Steve organization

Steve only reads messages in chats and channels the bot has been added to. It does not access your meetings, cloud recordings, or contacts.

Verify the connection

After a successful authorization:

  1. You'll see the success message "Zoom connected successfully!"
  2. The Zoom Team Chat card shows a green dot and Connected as your email address.
  3. The Add to Zoom button is replaced by a Disconnect option.

The connected Zoom Team Chat card in Steve settings, showing a green status dot

Caption: A green dot and your Zoom email confirm the workspace is linked.

One Zoom account can be connected to a single Steve organization. If you see "This Zoom account is already connected to another organization", disconnect it there first, or contact tech@hiresteve.ai.

Add the Steve bot to your channels

Channel features — scheduled summaries, intelligence monitoring, and /steve commands — only work in channels the bot is a member of.

  1. In Zoom Team Chat, open the channel you want to use.
  2. Add the Steve app/bot to the channel as a member.
  3. Repeat for every channel you plan to use for notifications or monitoring.

Adding the Steve bot as a member of a Zoom Team Chat channel

Caption: Add the bot to a channel before you configure that channel in Steve.

If channels don't appear in the dropdowns inside Steve's settings, it's almost always because the bot hasn't been added to them yet.

Confirm it works

Send /help to the Steve bot in a Zoom direct message. If the bot replies with the command menu, installation is complete.

The Steve help menu returned in a Zoom direct message

Caption: The /help reply is the quickest confirmation that the bot is live.

If it doesn't reply, see Troubleshooting.

Next Steps