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Kairos AI for Zoom meetings - Test Plan - Web App

This test plan provides comprehensive steps to follow in order to test the complete flow of Kairos AI Web App for Zoom meetings.

Prerequisites.

  • A Zoom account with cloud recording and transcription enabled (Settings → Recording → Cloud recording → Audio transcript: ON)
  • Access to the Kairos development environment: Kairos AI Web App (DEV)

Test plan.

Step 1 - Authorize the Kairos development app

  1. Navigate to Kairos AI Web App (DEV) and sign in with a Microsoft account (provided Release notes for the app reviewer section).
  2. Go to Settings → Integrations

  3. Click Connect Zoom
  4. You will be redirected to Zoom's OAuth consent screen using the development client ID
  5. Use provided Google account to sign in to Zoom and allow permission.

    Allow permissions

    Close this window.
  6. Review the requested permissions and click Allow
  7. You are redirected back to Kairos. Confirm the "Connected as <your zoom email>" label appears under the Zoom integration.

Step 2 — Trigger a Zoom meeting with transcript

  1. Start and end a Zoom meeting (minimum ~2 minutes) with cloud recording enabled.
    Use the account provided in "Account Credentials" section.
  2. Wait for Zoom to send the recording.transcript_completed webhook (typically 5–15 minutes after the meeting ends)
  3. Kairos processes the webhook, fetches participants and meeting metadata from the Zoom API, downloads the VTT transcript, and generates an AI summary

Step 3 — Verify meeting notes appear in Kairos

  1. Navigate to Meeting Notes in the Kairos AI Web App (DEV)
  2. Confirm the completed Zoom meeting appears with a summary, key decisions, and action items.
  3. Open the meeting detail and verify the AI-generated summary reflects the meeting content

Step 4 — Test disconnect

  1. Go to Settings → Integrations → Zoom → Disconnect

  2. Confirm the integration shows as disconnected
  3. Confirm no new meeting notes are processed for subsequent Zoom meetings

Zoom API permissions exercised during testing:

cloud_recording:read:recording: 
Downloads the VTT transcript file attached to the recording.transcript_completed webhook. 
The download_token from the webhook payload is used as the Bearer token — no direct API call is made, but this scope is required for the download URL to be valid.

meeting:read:list_past_participants:
Fetches the full list of participants (name, email, join/leave times) for the completed meeting session. 
Used to populate attendee metadata stored with the meeting notes.

meeting:read:participant:
Required alongside list_past_participants to read individual participant details (email, display name, duration) from the past meeting response.

meeting:read:meeting:
Fetches meeting details including scheduled start time, duration, timezone, topic, and the invited attendees list (meeting_invitees). 
Used to enrich metadata with invitees who were scheduled but did not attend.

user:read:user:
Called once at OAuth authorization time to retrieve the connecting user's Zoom user ID, account ID, and email. This maps the Zoom identity to the Kairos user account.