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    Quick onboarding walkthrough - Zime

    Nov 7, 2025
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    Zime: Elevate Your Customer Interactions

    Welcome to Zime, the AI-powered conversation intelligence platform designed to transform customer interactions into meaningful actions. With Zime, you can eliminate scattered notes, missed insights, and forgotten follow-ups. Experience smarter sales calls, faster preparation, better qualification, and a comprehensive understanding of success drivers, all in a single, streamlined workspace.

    Step 1

    Begin your journey with Zime, the cutting-edge AI conversation intelligence platform, engineered to convert every customer interaction into valuable actions.

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    Step 2

    Starting with Zime is quick and user-friendly. Log in and connect your preferred calendar. If you are a Microsoft user, sign in using Microsoft credentials. Google Workspace users should sign in with Google.

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    Step 3

    After logging in, navigate to the Settings tab. Click on "Set up how your calls get recorded" and link your Outlook or Google Calendar. This setup ensures Zime can record all your calls. Once connected, enable recording preferences to ensure external meetings are captured.

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    Step 4

    Deciding to record internal meetings is optional. Explore the platform's top features, starting with sharper qualification insights and meta-notes. Zime listens in real-time to identify key insights, buying signals, objections, and action items, empowering confident deal qualification and effective conversation management.

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    Step 5

    Harness the power of Ask Zime AI for swift answers. Quickly obtain context or deal insights by simply asking. Access details like competitor mentions, risks, and next steps from any previous call using conversational AI.

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    Step 6

    Say goodbye to searching through notes. Zime offers outcome-focused reporting tailored for representatives. Your dashboard highlights critical deals, tracks momentum, and guides time allocation for optimal success. For assistance, contact support or consult our FAQ for immediate help.

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    Step 7

    Prepare to enhance your next conversation and ensure every call is outstanding.

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