Integration

Zoom Team Chat for competitive intelligence where your team works

Run slash commands directly in Zoom
Receive scheduled competitive news summaries
Automatically capture competitive insights
Ask questions about your competitive knowledge base

How does the Zoom Team Chat integration work?

Steve, an AI competitive intelligence platform, runs as a bot inside Zoom Team Chat, answering slash commands like /battle-cards and /latest-news directly in a channel or direct message. Add the bot to a channel and it can post scheduled competitor news, monitor for competitive intel, and remember context within a reply thread.

Step 1

Navigate to Settings

1
Log into your Steve account and click Settings in the navigation menu.
2
Open the Communication tab and select the Zoom tab.
3
You'll see the Zoom Team Chat card with the bot's capabilities and current status.

Zoom Team Chat integration card in Settings showing capabilities and connection status

Step 2

Connect Your Zoom Workspace

1
Click the Add to Zoom button to start the authorization process.
2
You'll be redirected to Zoom's OAuth page where Steve requests permissions to enable the app within your Zoom workspace.
3
Review the permissions and click Allow to authorize.
4
You'll be redirected back to Steve with a success message.

Zoom OAuth authorization screen showing requested permissions for the Steve app

Step 3

Add the Steve Bot to Your Channels

1
Open Zoom Team Chat and navigate to the channels where you want to use Steve.
2
Add the Steve bot as a member to each channel.
3
This is required for all channel features like summaries, monitoring, and @Steve mentions.
4
The bot can now listen for commands and send notifications in those channels.

Zoom Team Chat showing the Steve bot greeting message and introduction

Step 4

Configure News Summaries and Intelligence Channels

1
Inside each project, go to the project's Zoom settings to configure notification channels.
2
Select a Zoom channel where Steve will send daily or weekly competitor news summaries.
3
Set up intelligence channels where Steve will monitor for competitive insights and offer to save them to your knowledge base.
4
Configure whether any user can approve insights or only PMMs.

News Summary Settings showing Zoom channel selection and Daily/Weekly frequency options

Available Slash Commands

Use these commands to interact with Steve directly in Zoom Team Chat. In direct messages, type the command directly (e.g. /battle-cards). In channels, mention the bot first (e.g. @Steve battle-cards).

/battle-cards

View and filter published battle cards for a project by competitor and time range

/latest-news

Get the latest competitor news filtered by competitor and duration

/canvas

Browse shared battle-card canvases for a project

/vs-competitor

Open competitor view links for a project

/prep [LinkedIn URL]

Prepare for a meeting from a prospect's LinkedIn profile with stakeholder analysis

/help

Show the full command menu and available options

Tip

Reply in the same thread to ask follow-up questions — Steve remembers the conversation context within that thread.

What Steve Can Do in Zoom

Slash Commands

Pull battle cards, news, meeting prep, and competitive links directly in Zoom

Ask Anything

Type plain-language questions to chat with your competitive knowledge base

Scheduled Summaries

Get daily or weekly competitor news summaries posted to channels you choose

Intelligence Monitoring

Let Steve watch channels for competitive intel and save approved insights

Need help getting started?

Have questions about the Zoom integration? Schedule a meeting or email our team.

SOC 2 Type II certified

As featured in