Made on
Tilda
An employee pastes an account number or passport details into chat, Zoom stops the message or asks for confirmation. The administrator sets the rules, the check runs on the device.
The Chat Etiquette Tool is a set of rules in the Zoom account that check a message before it is sent. A rule describes keywords or a regular expression, for example the format of a bank card, a tax ID or a passport number. When a rule fires, the message is either blocked or the user sees a warning and confirms sending themselves.
The rules apply in Team Chat, in meeting chat, in webinar chat and in webinar Q&A. Zoom Events has its own tool of the same kind.
The check runs on the client side. Zoom states it plainly: the tool sends no text, metadata or events to the administrator, to Zoom or to third parties. It is protection against an employee's slip, not a surveillance system.
Leaks happen more often through carelessness than malice. Copied the wrong thing, pasted it in the wrong place, sent it.
The rule fires at the moment Send is pressed. A message with a card number does not reach the shared channel.
In warning mode the employee sees what worried the rule and decides. False positives do not block work.
The check is on the device. The administrator sets the rules but gets no copy of the conversation. Easier to agree with staff and with lawyers.
Rules, coverage and modes
A list of words and phrases that must not appear in chat: project names under NDA, internal code names, rudeness.
Patterns for structured data: card and account numbers, tax IDs, passports, contract numbers. One pattern covers every way of writing it.
The message is not sent, the user sees the reason. For data that must never be passed in chat under any circumstances.
The message is held, the user confirms sending. For cases where the rule may be wrong.
Team Chat, meeting chat, webinar chat, webinar Q&A. Zoom Events has its own tool with the same rules.
Policies are set at account level or for a user group. Accounting and support can have different lists.
Up to 50 policies can be created at account level. Each with its own words or expressions and its own action.
No text, metadata or events are sent to the administrator, to Zoom or to third parties. The tool protects against mistakes, it does not watch.
Pro, Business, Education or Enterprise plans, owner or administrator rights. The Zoom app from version 5.6.0 for chat and from 5.11.0 for webinar Q&A. No separate licence.
Wherever chat might receive something that belongs in a protected system
Customers' card and account numbers must not land in chat. A regular expression catches any format.
A passport, a tax ID, a customer's date of birth: the rule reminds that the CRM is for this, not the shared channel.
An agent pastes a reply from a template and accidentally grabs another customer's data. The warning stops it.
Project code names and customer names in the word list. They do not show up in open channels.
Webinar chat and Q&A under the same rules. The presenter will not send the audience an internal link or a price.
The rule list is drawn up together with security and legal, patterns are tested on real examples, modes are chosen per group. Then support in Russian.
They urgently needed to close the data-leak gap in meetings and set up archiving.
We'll give you a remote demo Monday to Friday, 10:00–16:00 Moscow time, answer all your questions and provide trial access so you can explore the system yourself.
Please note: we work with legal entities only.