KAI by Kaizen — Zoom Reviewer Test Plan

About the app

KAI by Kaizen is a productivity platform for MyLifestyle distributors. A team leader connects their own Zoom account so they can create and run events (webinars, masterclasses, and team meetings) from KAI; prospects who complete the leader’s funnel are registered automatically and receive a personal join link, and attendance is synced back into KAI’s reports after each event. KAI accesses only the connected leader’s own account and never accesses meeting recordings or chat content.

Prerequisites

You will need: (1) a Zoom account you control to connect and approve the app, and (2) the KAI test-account credentials supplied with this submission.

For security we do not print the password on this public page. The password is provided in the submission’s release notes. Login URL: https://kaisystem.ai — Username: apple.reviewer@kaizenhub.ai. This account is a team leader, so the Zoom card and Events section are visible after sign-in.

Part A — Authorization flow

Step by step:

Sign in at https://kaisystem.ai with the provided reviewer credentials.
Open Funnel Settings (the ⚙️ gear).
On the Zoom card, click “Connect Zoom.”
You are redirected to Zoom’s consent screen, which lists the exact scopes KAI requests. Review them.
Approve. You are returned to KAI and the Zoom card shows “Connected” together with your Zoom account email.
Note: this flow uses KAI’s PRODUCTION Client ID (the live Marketplace app).

Part B — Scope-by-scope verification

Each requested scope below, the exact action that exercises it, and the observable result:

user:read:user

Action — Complete the Connect Zoom flow (Part A).
Result — KAI reads the connected user’s profile once, on connect; the Zoom card then displays the connected account’s email address.

meeting:write:meeting

Action — Go to the Events section → New event → choose type Webinar or Masterclass with product “Zoom Meeting” → save.
Result — A meeting is created on the connected Zoom account (verifiable at zoom.us → Meetings).

meeting:read:meeting + meeting:write:invite_links

Action — Open the event you just created → event details screen.
Result — The meeting’s join link is shown, with a “Copy Zoom link” action.

meeting:write:registrant

Action — Open the leader’s public funnel page (kaisystem.ai/go/<slug> — the slug is shown in Funnel Settings), complete the short qualification chat as a prospect, and reserve a seat.
Result — The prospect is registered on the Zoom meeting and is shown a personal join URL on-screen.

meeting:read:participant · meeting:read:past_meeting · meeting:read:list_past_participants

Action — After the meeting has ended, let KAI’s attendance sync run (it runs automatically), then open the event details → Stats.
Result — KAI records who joined; the Stats show registered and attended counts.

meeting:delete:meeting

Action — From the events list, delete an upcoming event.
Result — The corresponding Zoom meeting is removed from the connected account.

webinar:write:webinar · webinar:read:webinar · webinar:read:list_webinars

Action — If the connected account has a webinar license, create a new event — the form shows “Hosted as: Zoom Meeting / Zoom Webinar.” Choose “Zoom Webinar” and save.
Result — A Zoom webinar (not a meeting) is created on the connected account and listed among the account’s webinars.

webinar:write:registrant · webinar:read:list_past_participants

Action — Reserve a seat as a prospect on a webinar-hosted event (same funnel flow as above), then check Stats after the webinar ends.
Result — The prospect is registered on the Zoom webinar and receives a personal join URL; post-event attendance appears in the event Stats.

Webhooks — “KAI Attendance” (endpoint https://www.kaisystem.ai/api/zoom/webhook, challenge-response enabled)

Action — Join and leave a live meeting/webinar as a participant.
Result — Participant joined/left events reach KAI’s webhook and update attendance in near-real time (the endpoint answers Zoom’s URL-validation challenge).

Part C — End-user surfaces

The end-user functionality a reviewer can exercise:

Events calendar — the leader’s upcoming and past events.
Event details + Stats — join link, registrant list, and registered/attended counts.
Funnel page (prospect side) — kaisystem.ai/go/<slug>: qualification chat, seat reservation, and the personal join link.
Notifications — event reminders and updates surfaced in the app.

Part D — Disconnect & cleanup

Funnel Settings → Zoom → “Disconnect” revokes KAI’s tokens for the connected account immediately.
Data deletion is described in our Privacy Policy (/privacy) — “Your Rights” and “Data Retention and Deletion.”