Customer Success

Community-sourcing! Personally, I’ve found that other than functioning as an aesthetically displeasing ‘skin’ with less access to intuitive operations and worse color contrast (that also disregards our previously-set branding choices and still fluctuates between Sentence case and Title Case with reckless abandon - classic Zoom), there’s no significant user/admin-facing functional difference between the ‘new experience’ and the old one (required migration on September 30th, 2026).I’m a grumpy-grump, but I’m ready to listen/learn. I am legitimately curious to know a.) if anyone finds the new experience to be a quality-of-life improvement and b.) why? I also expect that there are some changes under the hood that the new experience facilitates - would be great to hear from Zoom as to what we can expect with this in play after forced transitions at the end of the month. 

is zoom better or microsoft teams?

Hi, I've been a customer of Zoom 3 years. I simply required to drop our license count from 32 to 20 and webinars from 2 for 1. Simple request yes? I started the process 6 weeks before annual renewal and with just 4 days to go i am left with nowhere to go. Under the dashboard and edit plans I cannot reduce the license count as it says:Your account has custom pricing. To decrease the license count, please contact us.So I did contact customer support - 5 weeks ago. Over several weeks I converse with an agent - I was clear from the start what I wanted, the reduction in licenses, but I had to jump through hoops and questions - the support ticket was BIIL0747142. It got to the point of actually reducing the licenses and suddenly the case/ticket is closed. I cannot reopen the ticket but my license count has not been reduced. My renewal is now just 2 weeks away. So I open another ticket - (BIL1170595) - I am again very clear on what I want. However, instead of actioning the request I get

I need help.  I’ve tried support, I’ve restarted the app, I've tried in browser and in app, I've disabled everything that could effect video in the call and in my main general meeting settings.  My video does not look like the clear preview once I join the call.  Once I'm in the call, if I wave my hand or move...it’s a blurry green screen effect and my background (just normal, no virtual background) is dark and I look pulled forward and the quality is horrible.  I host calls all the time and people can see it.  It’s actually making them look that way too.  I’ve disable competing apps.  Only zoom is selected in my camera settings on my Mac Book Pro.  I have ruled out a computer issue, because I hosted a call on a different account and I was clear and normal looking.  So there is something in my work account, making this change.  Can someone PLEASE HELP?  I’ve disabled the HD video, the light adjustment, appearance, green screen….everything.  

New Zoom Interface is SO frustrating.  Its so many extra clicks to get nowhere. Where do I find the option to select what to download from a past meeting instead of Download all? Can I get the old interface back?! This is so bad. 

I want a side-by-side view of PowerPoint slides and Presenter to be seen by the audience. I am running an In-house/Zoom session that has a tracking camera on the Presenter at the podium. The Presenter is wearing a Lavalier microphone that is heard through the room’s amplifier, and connected to the host computer via an interface. Connected to the host computer is a PP slide advancer, and an Epson overhead projector and screen. The in-house participants see the slides in the room during the presentation. The Presenter advances the slides with a remote through the host computer. For the Epson projector, we did windows key + P for expand mode. The Epson is the 2nd computer.The Presenter is pinned.The audience does not see the side-by-side view that is usually seen with a straight Zoom session.The host computer (the one with the desktop Zoom app that generated the Zoom link) shows a side-by-side and a thumbnail of the speaker. We want to have a side-by-side view for the remote participants.

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Hi everyone. With so many updates rolling out across Zoom lately, I'm curious how other customer success teams are keeping up. What strategy, strategies or training methods have you found most effective to help clients actually adopt and see value from new features quickly? Would love to hear what's working, or not working for you. 

I am looking for guidance and support regarding journal publishing and manuscript submission.

Hello. I am brand new to Zoom, although I did retire from a ~40-year IT career, so I am hopefully not completely ignorant of many of the concepts. My high school class is planning a reunion during 2027, and we would like to make it a hybrid live and remote participation event to accommodate some of our classmates who are no longer able to travel long distances. I viewed the introductory user videos on the Zoom learning portal, and I hoped to follow that with educational material on the basic concepts and skills for Zoom Meetings administration. I did find some course ware on that subject listed in the Zoom site, but it appears that it was all retired in March, 2026. I don’t see anything listed to replace it. Also, some of the user introduction guides were not as detailed as I had hoped. For example, I could not access a screenshot of the participants that showed the sidebar with their names. Examples of that, and similar screenshots, would be most helpful. What would be the best way fo

Hi, All Zoom can be used for teaching individual and group of students. For learning - we can integrate Hands On and Virtual Learning experiences to complement skills. For assessment - we can integrate Polls & Chat rooms for both formative and summative assessment. It would be good to have a gradebook attached to Zoom so that students can see the outcome right after the end of zoom classroom. Remote Internships / thesis - Undergraduates can also do remote internships wherein supervisor can provide live guidance of work which student is doing in their onsite institution. For example their could be an onsite and offsite zoom supervisor so that students can do their remote thesis. I have not used Zoom at Higher education as of yet but would love to - the possibilities could be  for fully live sessions and hybrid classes. If anyone wants to share additional thoughts please respond. Regards, Pankaj Mehrotra

Starting October 23, 2026, Zoom Scheduler Basic will no longer be included with Zoom Workplace Basic and Pro plans. This change affects only Zoom Scheduler — it does not impact your ability to schedule, join, or host regular Zoom Meetings. You're not affected if you:Activated/onboarded to Scheduler before Sept 4, 2026 (access is preserved) Already have a paid Scheduler add-on Only use standard Zoom MeetingsYou may be affected if you:Haven't activated Scheduler yet and are on Workplace Basic/Pro Want to create a new booking page after the changeIf access isn't preserved and you don't upgrade: booking pages get deactivated, shared links stop accepting new bookings, but you can still view/cancel (not reschedule) past bookings.Your options: keep preserved access, upgrade to a paid Scheduler plan, or try the free trial (30 days for existing users, 14 days for new users). What is Zoom Scheduler?A booking-page tool that lets others pick an open time on your calendar — no email back-and-forth.

Does zoom have a simple calculator, NOT a graphic, calculus, or advanced calculator that I can use with children?

Zoom Revenue Accelerator (ZRA) is not the same tool it was six months ago. And honestly, most people have not caught up yet.I have been knee-deep in ZRA conversations lately and I want to share what changed, where the real value is, and the gaps that keep getting in the way. So What Changed?Zoom acquired Common Room in July. In September we launched the AI-powered Revenue OS. ZRA is now part of a full lifecycle revenue engine — identify warm leads, engage and build pipeline, coach reps on real conversations, and close and forecast deals with CRM-powered intelligence. All under one roof.Three tiers now — Essentials (the ZRA you know), Premium (adds AI Sales Assist, AI Roleplay, and AskZRA with tokens), and Elite (full Revenue OS with Engage and Forecast). Existing customers sit on Essentials and can trial the AI tools today.Quick callout on AskZRA — this one is flying under the radar. You can query all your conversations. Trending topics, customer references, competitive mentions, whate

Whether I'm commuting between meetings, working away from my desk, or simply capturing an idea before I forget it, I want quick access to the documents and information I use every day. The new Zoom Canvas standalone mobile app for iOS makes that easier by giving me a dedicated space to access, create, and organize Canvas documents directly from my iPhone or iPad—without needing to navigate through the Zoom Workplace mobile app. What's insideAfter signing in, the app opens to a Home tab showing recent and starred documents, with quick search built in. From there:My Docs holds everything I've created, plus system folders for notes, meeting summaries, agendas, and recordings Shared shows files and folders teammates have shared with me Inbox keeps me on top of comments, mentions, and access requests—filterable by Unread, All, Mentions, or Requests I can create a new document right from my phone, using the same Canvas building blocks I'd use on desktop—text formatting, tables, to-do lists,

Why would they do this? Now you have to open multiple tabs to get anything done in Zoom. Genuinely thinking of switching our company to Teams full time, why pay for a subscription that has over complicated itself for no reason. Not being able to find recordings, meetings, or webinars quickly and having to open a separate page for each one is ridiculous. Who even complained about the previous layout? Everything was where you could easily get to it.

If you are starting work today & have a message like this from Zoom in your inbox then you might be experiencing the new Zoom Web Experience for the first time when you try to change your settings or administer your account.Confused? Don't worry, we put together a short explainer video a couple of months ago for A Piece of CX that you can find on our YouTube channel or in the comments below.Once you get used to the new experience, you will find that your effort levels will reduce, the number of scrolls & clicks will reduce.  

Imagine 5 to 15 retired seniors meeting to be taught and/or discuss a subject of interest. Sometimes all parties are in their homes connecting by Zoom. Sometimes everyone except the speaker is in one room like a church social hall or the back room of a small restaurant with a large screen TV and an upgraded microphone/camera on a laptop. The problem is that most of the time there are a mix of people in the room on phones, tablets or laptops; There are also people in the room depending on a communal monitor, speaker, mike and camera to participate. Finally, there are some people trying to be in both worlds with a phone for speaker and mike, but using the monitor to see the group.  The pure groups work fine but the mixed groups have problems with not enough volume, not enough mike sensitivity and feedback. I am sure that part of the problem involves managing the layout of the groups but part of the problem is not having the right equipment. We are not a business with

Hey Zoomies! Here's a scenario that happens more often than we'd like to admit:A customer emails you a week after your last call: "Can you resend what we discussed?"And then the hunt begins. Was it in the meeting recording? The summary? A Whiteboard you built together? A Doc someone shared in chat?Sound familiar? You're not alone — and that's exactly the problem Zoom Hub was designed to solve.  What Is Zoom Hub?Zoom Hub is a centralized place within Zoom Workplace to access and manage all the assets your team already creates — meeting recordings, meeting summaries, Canvas, Whiteboards, Clips, and more.Instead of remembering which part of Zoom holds a particular resource, Hub gives you a single starting point to surface and work with content wherever it already lives. Your assets aren't moved into a new storage location — Hub simply gives you a smarter, unified way to find them.Think of it as your team's "after the meeting" home base. A Real-World Sales ExampleImagine a sales rep who ju

As a Customer Success Manager, I often see users get excited about Zoom AI Companion's ability to summarize meetings—but many don't realize that we have a powerful feature that makes those summaries perfectly structured for common meeting types.I'm talking about Zoom AI Companion’s Pre-Built Meeting Summary Templates. While creating custom templates requires the separate custom AI Companion add-on, every user on Business, Business Plus, Enterprise, or Education accounts, can now leverage the excellent pre-built templates Zoom provides for free! It’s the easiest way to elevate your post-meeting follow-up.Here's a look at the 9 pre-built templates to structure the AI Companion's output to match the intent and outcome of your meeting, ensuring key data doesn't get buried in a general summary.- One on One: Great for coaching, check-ins, and performance reviews. The summary will capture what was discussed, how it impacts the employee's development, and—most importantly—who owns the next ste

Can I Link My Zoom Account To Social Media?

Zoom AI Companion promises to boost productivity and streamline meetings. But is it worth the investment? Zoom has made it easier than ever to find out with AI Companion ROI calculator.   The calculator is a simple tool that asks you a few basic questions about your organization:   Based on your answers, the calculator provides an estimate of how much time and money your organization could save by using Zoom AI Companion.   Why use the calculator? Quantify Savings: Seeing potential cost savings in black and white can be persuasive when making a business case for new tools. Understand Impact: The calculator gives you a clearer picture of how AI Companion can affect your team's productivity. Inform Decision Making: Armed with data, you can make a more informed decision about whether to adopt the tool.   Give it a try! It's a quick and easy way to see if Zoom AI Companion is a good fit for your organization.