Session scheduling

Zoho Meeting sets up online meetings with links and invitations. A Beam agent reads a meeting request, weighs host and attendee availability, and applies your approved rule for timing, duration, and access settings. It then writes the session and issues invitations where the connector allows. Requests involving external guests, large audiences, or senior hosts are handed to a person, who confirms the arrangement before invitations go out, so a customer-facing session is never scheduled with the wrong access setting or at a time that clashes with something the host cares about.

Webinar registrant intake

Zoho Meeting gathers registrations for webinars and events. A Beam agent reads each new registrant, applies your approved rule to qualify, tag, and add them to the right follow-up list, and updates the attendee record and any linked CRM. It alerts the organizer when numbers pass a milestone. Registrations from suspicious domains, duplicate entries, or high-value prospects are handed to a person, who decides on special handling, since a webinar list often feeds sales work and a mistagged or missed lead can waste the effort that filled the seats.

Post-meeting follow-up

Zoho Meeting stores recordings, attendance, and outcomes after a session ends. A Beam agent reads the attendance data and any notes, applies your approved rule for who gets which recording and follow-up, and prepares the message plus updates the record. It then shares materials through your connected channel where permissions allow. Sessions with sensitive content, no-show key attendees, or unclear outcomes are handed to a person, who reviews before anything goes out, so recordings reach the right people and nothing private is sent to an audience it was not meant for.