Customer Success

The Challenge: Managing a Hundred Participants, One Certificate at a Time I met with Sean, a Training Director, for an account review. Like many training coordinators, his days were filled with a familiar frustration: managing numerous training sessions single-handedly while drowning in administrative tasks. Picture this: After hosting a training session with numerous participants, they would manually review attendance records, cross-reference completion requirements, create individual certificates, and send them out one by one. For someone managing multiple training sessions each week, this process consumed hours that could have been spent on what truly mattered, which is improving training quality and working on other training sessions. "I have to manually share links with each person individually," Sean explained during our call. With paid instructors delivering specialized content and participants expecting professional certificates upon completion, the manual tracking and certific

I was using the account belonging to someone on our church’s staff to run a discussion group.  When the group stopped meeting I wanted to get out of seeing her name on my picture whenever I logged on but I can’t.  How do I disconnect from someone else’s account?

🗓 24 February | EMEA                    🗓 25 February | APAC & Korea Ready to take productivity to the next level?  Join APAC & EMEA leaders for a free 90-minute virtual event designed to help organisations uncover the next level of workplace productivity in today’s era of AI.Hear from inspiring experts (including an exclusive keynote from innovation strategist Asma Shabab), get research-backed insights from Deloitte, and see how Zoom’s AI-first innovations are transforming the way teams connect, create, and deliver results.Whether you’re shaping digital strategy, leading transformation, or simply looking for ways to boost work productivity, you'll walk away with actionable ideas to help your organisation work smarter, faster, and more effectively. You’ll gain: ✅ Practical insights from Deloitte and industry leaders on how to realize productivity gains in the AI era.✅ A firsthand look at how Zoom AI Companion and integrated tools can transform work.✅ Inspiration from peers wh

I sometimes would like to give feedback and/or feature requestsDO you any links I can use for feedback and/or feature requests?Thanks for your ideasLoveforGod

Looking to unlock more value from your Zoom investment? Join our February Customer Success Live Sessions, designed for Zoom IT Admins, Users, and Account Owners who want to work smarter, collaborate better, and stay ahead of what’s new. These live, interactive sessions give you direct access to Customer Success Managers and Zoom product experts—your chance to ask questions, learn proven best practices, and discover practical ways to get the most out of your Zoom solutions. 📅 February  Schedule🌟 February 4 – Zoom Workplace Open Office Drop in to connect with Zoom experts to explore Meetings and productivity solutions, real-world use cases, and best practices you can apply right away.  🌟 February 11 – Zoom Phone Open Office Get hands-on support, live troubleshooting, and expert tips to help you optimize and scale your Zoom Phone deployment with confidence. 🌟 February 12 – What’s New at Zoom Be the first to learn about Zoom’s latest innovations and feature updates, including enhance

Have you been considering whether your organization could benefit from implementing Online Fax services?   Zoom Phone Online Fax is an electronic fax service enabling users to send and receive faxes without a traditional fax machine. It's available for Zoom Phone Pro and various Zoom Workplace plan subscribers. Users can exchange PDF files and utilize features such as auto receptionist and shared line group caller IDs for faxing.   Fax usage is charged per page for certain plans, while others offer unlimited faxing. Currently, the service is limited to US and Canada users and supports only black and white faxes. Users can manage and view their fax logs through the Zoom Workplace app or web portal.   Additionally, Online Fax requires a Zoom Phone Pay-As-You-Go (PAYG) or Prepay plan to be activated.   To enable to disable the Online Fax, please refer to the Knowledge Based Article regarding Enabling or Disabling Online Fax. You may also browse additional Knowledge Bas

    In the digital age, people want autonomy and the ability to self-serve, making AI chatbots a popular tool in customer experience strategies. In fact, a Morning Consult study found that 67 percent of consumers have used chatbots at least once in the past year and 42% are comfortable using them. The relative ease of use and widespread adoption of virtual assistants and agents make a customer support AI chatbot platform for websites beneficial and cost-effective to meet today’s customers’ expectations.     What is a customer support chatbot?   A customer support chatbot uses artificial intelligence (AI) and machine learning to answer customers’ questions. AI chatbots are valuable customer service tools, adding a self-service option that allows customers to skip the wait and find the information they need without assistance from an agent.  From a customer’s perspective, a customer support AI chatbot platfo

In the telecommunications ecosystem, spam registration and number reputation management are critical components of maintaining trust and ensuring message deliverability. As businesses increasingly rely on messaging and voice channels to engage customers, carriers and regulators have implemented stricter controls to prevent spam and fraudulent activity. Effective number management practices help organizations maintain compliance, protect brand integrity, and ensure consistent communication performance. Understanding Spam RegistrationSpam registration refers to the process of identifying and flagging phone numbers that are suspected or confirmed to be sending unsolicited or harmful messages. Carriers and messaging platforms use automated systems and user feedback to detect patterns of spam-like behavior.Key triggers for spam registration include: High message volumes sent in short timeframes Repetitive or promotional content without opt-in consent High complaint or opt-out rates from

    Hey Zoom Community! We're thrilled to introduce our latest update: AI-generated Virtual Backgrounds! 🌟 Now, creating the perfect backdrop for your Zoom calls has never been easier. Here's how it works: Within the virtual background selection window, eligible users can now access the generate custom background feature. Simply choose from preset options or describe the background you envision, and our AI model will work its magic to bring your vision to life! 🎨✨ Whether you're dreaming of a serene beach scene, a bustling cityscape, or something totally out-of-this-world, our AI-generated backgrounds have got you covered. Plus, with multiple images to choose from, you're sure to find the perfect fit for any occasion. But that's not all! Admins can also manage this feature through account and group-level settings, ensuring seamless integration into your organization's Zoom experience. 💼✨ So, why wait? Try out our AI-generated Virtual Bac

Think about when you most need help during your workday. It's usually right before a meeting starts (scrambling to remember what happened last time), during the meeting itself (trying to take notes and participate), or right after it ends (making sense of everything and figuring out next steps).   AI Companion 3.0 is built to understand this. It supports you at these exact moments: preparing before meetings, providing real-time assistance during, and following up after to turn conversations into results.     Meet AI that works alongside you   Most AI tools explain things or answer questions. AI Companion can actually propel your work forward because it's built where your work happens and has context from your work conversations. This is what we call conversation to completion: turning discussions into finished outcomes.   These scattered work conversations can be transformed into continuous intelligence. It's the difference between having a smart notepad and so

I went in and edited the sign-in email address on my account, however it is pending confirmation and the confirmation email was sent to my old email address to which I no longer have access.  I do not want to establish a new account because I have had this one for years and have data and setup that I would like to keep.  How do I updated my email address so that I can continue enjoying my zoom account? I use it for business so this is a huge inconvenience.  Respectfully, Dr. Tureka Louis

Happy New Year, Zoom Community! 🎆🎉 Ready to start the year strong and get even more value from your Zoom investment? Our January Customer Success Live Sessions are here to help you do just that.   💡 Why attend? Each session helps you: Build deeper product knowledge Troubleshoot challenges in real time Discover new ways to improve productivity and collaboration 📅 January Lineup   👉 January 7 – Zoom Workplace Open OfficeYour first stop of the year! Get hands-on guidance, ask questions, and learn tips to streamline collaboration with Zoom Workplace (Meetings + Productivity solutions).   👉 January 14 – Zoom Phone Open OfficeDeep dive into Zoom Phone features, configurations, and real-world use cases with our product experts.   👉 January 15 – What’s New at Zoom Don’t miss this highlight session! Explore Zoom’s latest innovations and feature releases from the past two months, including what’s

Join us on January 15 at 8:00 PT as we walk through the newest features launched in November and December, designed to help teams communicate, collaborate, and work smarter.   You’ll learn how these updates can: - Streamline workflows and boost productivity - Support teams of all sizes, from SMBs to enterprise - Learn how to apply these updates to real-world workflows   Bring your questions! We will wrap up with a Q&A session with our product experts!   Register Now!

Happy New Year, Zoom Community! 🎆🎉 Ready to start the year strong and get even more value from your Zoom investment? Our January Customer Success Live Sessions are here to help you do just that.   💡 Why attend? Each session helps you: Build deeper product knowledge Troubleshoot challenges in real time Discover new ways to improve productivity and collaboration 📅 January Lineup   👉 January 7 – Zoom Workplace Open OfficeYour first stop of the year! Get hands-on guidance, ask questions, and learn tips to streamline collaboration with Zoom Workplace (Meetings + Productivity solutions).   👉 January 14 – Zoom Phone Open OfficeDeep dive into Zoom Phone features, configurations, and real-world use cases with our product experts.   👉 January 15 – What’s New at Zoom Don’t miss this highlight session! Explore Zoom’s latest innovations and feature releases from the past two months, including what’s

What Is Zoom Workplace Simplification? Zoom Workplace Simplification is Zoom’s latest initiative designed to create a more intuitive, unified, and efficient experience. It focuses on streamlining how users interact with meetings, chat, phone, and collaboration tools—allowing teams to work smarter and faster within a single, cohesive workspace. This initiative supports Zoom’s ongoing mission to reduce complexity, enhance productivity, and deliver a seamless experience across desktop, web, and mobile platforms. Key Enhancements 1. Streamlined Interface Zoom has introduced a cleaner, more modern layout that makes it easier to navigate between Meetings, Team Chat, Phone, Whiteboard and other Zoom products. The refreshed design reduces visual clutter and helps users quickly access essential tools. 2. Unified Zoom Workplace App Core communication and collaboration tools—Meetings, Team Chat, Phone, Mail, Calendar, and Whiteboard—are now brought together in one unified app. This eliminates the

Work today moves fast — meetings, docs, and notes scattered everywhere. Zoom AI Companion 3.0 brings it all together with a new flexible work surface that helps you create, automate, and complete work faster.   With AI Companion 3.0, you can: Get results faster – Turn your data and notes into polished documents, reports, and actionable insights. Find information instantly – Use agentic retrieval to search across Zoom Meetings and Docs, Google Drive, Microsoft OneDrive, and more. Work your way – Access AI Companion on the new web surface or across the Zoom Workplace app. Reclaim your time – Let AI Companion manage meeting prep, follow‑ups, and scheduling so you can focus on what matters most. Create personal custom workflows – Automate repetitive tasks without IT setup. Whether you’re preparing for a meeting, writing a proposal, or analyzing insights across projects, AI Companion 3.0 helps you move from conversation to completion — all within Zoom Workplace.   Avai

How can we better leverage Zoom's analytics tools to enhance customer success and drive engagement in our organization? Are there specific features or strategies that have proven effective for your team?

I am a survivor of cancer and want to spread my experience of having cancer and learn about other types that people had. I also want to help other people that currently are suffering from cancer and need emotional support.

Did you know that Zoom Scheduler can do this with Stripe???   Imagine you run a service-based business—whether you’re coaching, tutoring, consulting, or offering wellness sessions.  With Zoom Scheduler, clients see your availability, select a time, and pay upfront in a single seamless flow using Stripe.   Their session is instantly confirmed, and your revenue is secured the moment they book—no chasing invoices or wondering if someone will show up.   You manage pricing, payments, and refunds all within Zoom Scheduler, keeping everything organized in one place. This reduces no-shows, saves administrative time, and lets you focus entirely on delivering your service instead of managing payments.   You may now avoid waiting to get paid—clients pay up front as they book, so your revenue is secured quickly. With Stripe built in, you can focus on your service while Zoom Scheduler facilitates payments and confirmations in one smooth experience. Collect payment at the mo

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

As a Customer Success Manager at Zoom, there's nothing more rewarding than witnessing firsthand how our solutions transform the way businesses communicate. Recently, I had the pleasure of connecting with a customer for an account review that perfectly exemplifies why we do what we do. What began as a standard check-in evolved into a meaningful conversation about maximizing technology to enhance business operations.   Like many of our customers, they had been primarily using Zoom for its core meeting and phone capabilities. During our conversation, the customer expressed complete satisfaction with these fundamental services but was genuinely surprised to discover the wealth of additional features already included in their Zoom Workplace Business Plus subscription.   The revelation moment came when we discussed Zoom's AI Companion features. The customer, who conducts numerous candidate interviews, immediately recognized how meeting summaries could revolutionize their recruitme

Web会議ツールとして広く知られる Zoom は、いまや“ただのオンライン会議アプリ”ではありません。 AI技術を活用したビジネスソリューションへと進化し、企業のコミュニケーション基盤として存在感を高めています。本記事では、先日開催されたリアルイベント 「Zoomtopia On the Road Japan」 に参加したユーザーへのインタビューを通じて、Zoomが選ばれ続ける理由を深掘りします。 ユーザーの声から見える「Zoomが愛される理由」 驚くほど速い開発スピード Zoomが支持される大きな理由のひとつが「ユーザーの声がすぐ製品に反映される開発体制」です。アップデートの頻度が高く、要望した機能が短期間で追加されることも珍しくありません。 Another worksでZoom導入に関わる 菅原ゆき乃氏 は、Zoomの魅力をこう語ります。 「営業担当の方に『こんな機能がほしい』と伝えると、いつも『それ、もう開発中です』『すぐにチームに伝えます！』と返ってきます。開発スピードがとても速いのが好きなところです」 単なる機能改善ではなく、“ユーザーの声を尊重する文化”そのものが、Zoomへの信頼感と愛着につながっていると言えるでしょう。     業種を超えて広がるZoom活用事例 Zoomは現在、業界・業種を問わず、多様な企業が導入しています。ホテルとしても利用できる住まい・別荘事業を展開する NOT A HOTEL もそのひとつ。 NOT A HOTELの 梶原成親氏 は、Zoomをビジネスの中心で活用していると話します。 「ウェビナーはZoom Webinars、リード獲得後の架電はZoom Phone、商談はZoom MeetingsとRevenue Acceleratorで解析しています」 マーケティングから商談、顧客フォローまで一気通貫でZoomを活用する事例として、非常に注目されています。     Zoomが提供する「ハッピーな体験」と企業文化 Zoomは単に業務効率を上げるツールではありません。“Delivering Happiness（幸せを届ける）” を掲げ、ユーザー同士が学び合い、つながり合えるコミュニティ活動にも力を入れています。 Zoo

The holidays can be a wonderful time, but if we're honest, they're also busy. Between wrapping up projects, juggling time off, and finishing year-end priorities, it's not easy to wrap up work so you can truly enjoy your time off.   That's where Zoom AI Companion can help. By turning everyday tasks into quick wins — time back in your schedule, projects completed without fuss, and last-minute year-end tasks dispatched — you can head into the holidays with less stress, more focus, and plenty of time to enjoy what truly matters.   Holiday hacks to wrap up work and start the new year smoothly   From skipping a meeting here or there (yes, really!) to planning some office holiday fun, these tips can help you cut down on busywork and turn up the cheer, so you can wrap up your work with care. And when you return, refreshed and rested, AI Companion can help you smoothly dive back in.   Get more time back in the day to enjoy the holidays by skipping unnecessary meetings a

Hello Zoom Community! As a Customer Success Manager, I meet with organizations daily that are struggling to scale their virtual events without sacrificing quality. I recently met with a client, Rachel, who manages large, high-profile quarterly town halls for her global executive team.   Rachel’s team was running into constant, high-stakes problems during the 10-minute window before going live: “Our biggest recurring issue,” Rachel told me, “is our executives. They are brilliant, but they are not tech people. They’d join the meeting a minute before showtime, and inevitably, someone’s microphone would be muted, or they wouldn’t have the right slides loaded. We had to fix these things live in the general room, and the hundreds of early attendees would witness the awkward fumbling. It looked completely unprofessional for a C-suite presentation.” This scenario is incredibly common—the fear of visible, last-minute technical failure is real!   I introduced Rachel's team to the Zoo

I can't get my zoom to allow annotations when screen sharing from an ipad, since all the students in my school use ipads this is a big problem.  Any way to share screen ipad to ipad and write on each others screen without using whiteboard, want to write on pdfs   thanks so much Andrew