Customer Success

I'm building a project hub in Zoom Docs for our ongoing client work.  This will replace Airtable as our PM platform, and I'm looking at ways to leverage automation to be more efficient and effective.I really like the task creation from AIC generated from meetings.  This would be even more useful if I could automatically port those tasks to the appropriate project and owner, based on the meeting being tied to the project and the assigned owner being on that project team.  I've tried using workflow bots and automation, but neither seems to address this issue.Has anyone been able to get this to work?  Is this a feature request or a lack of knowledge on my part?

この新しいブログシリーズでは、生成 AI を安全に導入する方法と理由、そしてお客様のために安全でセキュアな AI 環境を構築するために Zoom が行っている取り組みについてご紹介します。 人工知能が主流になり、テクノロジーによる効率化を新たな高みへと引き上げています。AI のメリットはほぼ無限のように感じられ、AI で何ができるかを私たちが再考する余地はどこまでも広がっています。 新しいアイデアを夢見ることは楽しいものですが、新しい AI ソリューションの導入には、それを実現するデータの保護と安全性に対する強いコミットメントが必要です。この新しい Zoom ブログシリーズでは、生成 AI を安全に導入する方法と理由、そしてお客様のために安全でセキュアな AI 環境を構築するために Zoom が行っている取り組みについてご紹介します。 生成 AI とその仕組み AI はさまざまな目的に活用することができ、AI モデルへの複数の入力と出力により、生成 AI は画像、単語、音声、ビデオ、データなどの新しいコンテンツを生成するツールとなります。生成 AI は人間にできることの限界を超え、さまざまな AI および機械学習アルゴリズムを使用して、プロンプトに対する回答を即座に提供します。これにより、人間はミーティング要約の作成、画像の調達、コピーライティング支援による執筆の行き詰りの克服などのタスクに生成 AI ツールを使用して、作業を加速し、貴重な時間を節約できます。 生成 AI ソリューションはエンドユーザーにとって大きな価値があり、より有意義な仕事に集中する時間を確保できます。ただし、ワークフローに導入する AI ツールを選択する前に、いくつかの点を考慮することが重要です。 解決したい問題を決定し、概要を説明する。AI を導入する目的は、カスタマー サービスの改善ですか？反復作業の簡略化ですか？新しいトレンドの評価ですか？コンテンツの迅速な翻訳とローカライズですか？ タイムラインを作成する。AI オプションの調査、評価、導入にかかる期間はどの程度ですか？組織内のどのチームがサインオフする必要がありますか？時間がかかりすぎた場合の代償は何ですか？ 自社にとって何が重要かを決定する。AI ツールによって、メリット、デメリット、そして評価するベン

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

How many hoops do I have to jump through to get support from Zoom? If I'm already logged into my Zoom account, why do I have to log in separately to Zoom support? It looks simple to click "Give Feedback," but then there is an entire page of instructions on how to get help. Then when you finally get to a form to submit feedback, you have to filter through 20+ different options so you can help Zoom figure out which tiny arm of their expansive corporate structure should receive your question.  Unreal. If Zoom has AI, how about using AI to do some of the work currently dumped on customers? I should be able to type a simple question. I wanted to ask why Norma from SuperNormal has decided to crash every one of my Zoom meetings without my permission.  Google makes it easy to ask a question. Why can't Zoom do the same?  p.s. - Couldn't even submit this post. "Correct the highlighted errors and try again." I neglected to "label" my message. Again, somethi

Level up your Zoom skills this November! Join our upcoming sessions to get expert tips, discover new features, and learn how to make the most of Zoom — all in one month.   Here’s what’s in store for you:   📆 November 5: Zoom Workplace Open Office — See how Zoom’s tools can transform your workplace into a more productive and collaborative environment. Get all your questions answered!   📆 November 12: Zoom Phone Open Office — An open Q&A space to learn best practices, optimize call management, and streamline your workflows. Bring your questions!   📆 November 13: What’s New at Zoom — Stay updated on the latest innovations and feature releases, including highlights from Zoomtopia. Explore what’s new across the Zoom platform!   📆 November 19: Zoom AI Companion Open Office — Discover how Zoom AI Companion enhances workplace efficiency and collaboration. Join the discu

Level up your Zoom skills this November! Join our upcoming sessions to get expert tips, discover new features, and learn how to make the most of Zoom — all in one month.   Here’s what’s in store for you:   📆 November 5: Zoom Workplace Open Office — See how Zoom’s tools can transform your workplace into a more productive and collaborative environment. Get all your questions answered!   📆 November 12: Zoom Phone Open Office — An open Q&A space to learn best practices, optimize call management, and streamline your workflows. Bring your questions!   📆 November 13: What’s New at Zoom — Stay updated on the latest innovations and feature releases, including highlights from Zoomtopia. Explore what’s new across the Zoom platform!   📆 November 19: Zoom AI Companion Open Office — Discover how Zoom AI Companion enhances workplace efficiency and collaboration. Join the discussion and get your questions answered!   Don’t miss out

I run simulive webinars and trainings where features evolve fast. Instead of re-recording entire sessions, I create short segments in Zoom Clips and combine only the parts I need for updated master videos. It's quicker, cleaner, and keeps content current.   What's New: Zoom Clips now supports combining multiple clips into one continuous video, with preview and per-segment trimming for smooth transitions. 🚀 Why This Matters Modular updates: Re-record a 90-second chapter, drop it into the master, publish Single source of truth: Keep one share link, swap segments as features change No extra editor required: Record, trim, combine, and share—all in Zoom Clips ⚡ My 10-Minute Workflow Record short segments in Clips (feature A, feature B, intro/outro). Trim as needed. Combine: Select segments in your Clips library and create one stitched video, adjusting each segment's in/out points in the preview. Share the master video via link or download. Add tags for easy discov

Is the webiner meeting opening feature included in the zoom training package?

As someone who often jumps between multiple meetings, some scheduled, some totally ad hoc, I’ve always struggled with one thing: making sure I never miss the start of any meeting. Between managing calendar alerts, emails, and just the chaos of the day, it’s easy to lose track and join late.   That’s why I was really excited when I discovered Zoom’s Auto-Call feature.   How It Works For Me? Once I enabled Auto-Call in my Zoom desktop app’s settings, I no longer had to worry about manually clicking the “Join” button or scrambling to find the meeting link. Instead, when a meeting I’m scheduled to attend starts, Zoom automatically calls me, and I get a prompt on my screen with options to Join or Decline the meeting. If I’m ready, I simply tap Join and jump right in. If I’m tied up or running late, I can tap Decline — and a message will appear reminding me that if I’m running late, I can join the meeting anytime by clicking the invite link later.   What I Love Most?  

Zoom Meetings 対応の会話型インテリジェンス プラットフォームである Zoom Revenue Accelerator を使用して、顧客とのより有意義な関係を構築しましょう。 ビデオは営業のコミュニケーションに革命をもたらしました。営業担当の 67% が営業の通話中に自分のビデオフィードをオンにすると、取引の締結がスムーズになると述べています。このような商談で、もっとも効果的な戦略ともっとも効果の低い戦略を特定し、次の商談に向けたテクニックの改善に役立つソリューションがあるとしたらどうでしょうか？ Zoom Meetings 対応の会話型インテリジェンス ソフトウェアである Zoom Revenue Accelerator を使用すると、営業チームは顧客とのやり取りから有意義かつ実用的なインサイトを得て、営業担当のパフォーマンスと顧客体験を向上させることができます。 会話型 AI で営業 IQ を強化する Zoom Revenue Accelerator は、顧客とのやり取りを分析して、営業ミーティングから重要なインサイト、アクション、コンテンツを特定します。営業リーダーはこのデータを使用して、営業チームに関する十分な情報に基づいた管理上の意思決定を行うこともできます。     会話中に Zoom Revenue Accelerator が分析し、インサイトを生成するための指標の一部を次に示します。 適切な質問 - 顧客に適切な質問をすることは、営業プロセスの重要なステップです。Zoom Revenue Accelerator は、顧客がユーザーの質問に回答するたびにそれを記録し、営業担当が質問の内容と方法を改善できるようにします。 最長の発言 - 調査によると、顧客は平均してプレゼンテーション内容の 10 パーセントしか覚えていません。ユーザーは、会話を簡潔に保てるようにレコーディングの概要から会話の長さと速さをすぐに確認できます。 次のステップ - 顧客に明確な次のステップを提供することは、意思決定を促す重要ポイントです。このソリューションにより、営業担当が見込み顧客に対する営業プロセスの次のステッ

Hi Everyone, I'm leading a project to roll out Zoom telephony across a UK Council. The Voice and Contact Centre deployment has gone like a dream and now we started to move on to pushing out the Email part of ZCC. However we have hit an issue. When an agent tries to look back through an email thread with a customer/resident, the emails in the thread are sometimes repeated and also mixed up in terms of the times they were sent. Has anyone here deployed the Email part of ZCC yet. Would you be willing to share your experience?

Hi Team,Could you please clarifiy on below questions:How many User Types supported by zoom?I can see user type field is deprecated. Should we avoide using it ?Thanks,Sailpoint

As organizations explore the benefits of generative AI, one of the most prevalent concerns revolves around privacy and data governance. At Zoom, we firmly believe that AI should be both powerful and adaptable, conforming to your specific requirements rather than forcing you to adapt to it.   Customers using AI Companion in Zoom Workplace have three distinct deployment options available, where each involves different approaches to data processing and third-party AI models. Customers can reach out to Zoom support to understand their default deployment and to select their preferred AI Companion data processing option based upon their data residency preferences, compliance requirements and account availability.   No matter what deployment option a customer uses for AI Companion, Zoom's commitment to responsible AI remains. In line with these commitments to responsible AI, we do not use any customer audio, video, chat, screen sharing, attachments, or other communicatio

新しいテクノロジー ソリューションとそのプロバイダーの評価に負担を感じている人はたくさんいます。 複数のベンダーを調査して、そのサービス内容やメリットを把握するという作業は、それ自体が仕事になり得るのです。幸いにも Gartner® は最新テクノロジー ソリューションの詳細な分析によってこのプロセスを簡素化し、競合各社の中で一歩先を行くベンダーを認定しています。Gartner® Magic Quadrant™ の年次報告書では、特定市場のエンタープライズ テクノロジー プロバイダーに関する貴重なインサイトを提供しており、ビジョンの完全性と実行力についてさまざまなプロバイダーを測定しています。 Zoom は、2023 年度 Gartner Magic Quadrant UCaaS（Unified Communications as a Service）部門で、世界のリーダーに 4 年連続で選出されました。Gartner 認定は、Zoom UCaaS サービス（Zoom Team Chat、Zoom Phone、Zoom Meetings、Zoom Whiteboard、AI など）のイノベーションに対する弊社の継続的な取り組みを評価いただいた結果だと考えています。     Zoom は、Zoom Intelligent Director、Zoom Meetings（スマート レコーディング、ヒューマン アバター、自動化サポート）、Zoom Phone（サバイバビリティ、新しいダッシュボード、国際的な拡張）などのソリューションに対する重要な機能強化、そして Zoom Mail、Zoom Calendar、Zoom Scheduler のリリースが Magic Quadrant の評価につながったものと確信しています。 Zoom の最高事業成長責任者である Graeme Geddes は「Gartner Magic Quadrant UCaaS 部門のリーダーに 4 年連続で選出いただいたことを光栄に思います。これは優れた UCaaS 体験を提供するため、継続的に取り組んできた成果と感じております。Zoom プラットフォームのイノベーションと進化を継続するにあたり、今後もお客様が抱える本質的な問題の解決や無限に広がる人同士

Hello, Zoom Community! As a CSM, my goal is to help my clients get maximum value. So, when I hear a great success story, I have to share it!I recently sat down with an IT Manager, for our Business Review. She's always under pressure to manage costs while keeping every employee productive. She told me the Zoom Workplace Dashboard has become her "new best friend."She realized the Dashboard is more than a reporting tool, but it’s a living, breathing map of her company’s collaboration habits that turns chaos into clear, actionable steps.   She shared that the Dashboard’s true value is its ability to instantly answer the tough, strategic questions leadership always asks:"Are we getting our money's worth?" The IT Admin can now instantly see the Adoption Rates for every product (Meetings, Phone, Team Chat, Whiteboard, Docs). If a specific team isn't using a feature they're licensed for, she knows exactly where to step in with targeted training before the renewal date

Hi!I was looking to sign in to Zoom, but clicked the educator account at the bottom out of curiosity. I am now unable to sign in without being prompted to enter educator settings. Is there any way to disable this so I can just have a regular Zoom account again? I am currently using a different email to post this.I saw another post about this in January, and they had a number set up for support to contact them. Thank you!

Boost your Zoom skills this October! Join our upcoming events to get your questions answered, discover productivity tips, and see what’s new—all in one month.   Check out the full lineup here:   📆 October 1:  Zoom Workplace Open Office - Designed to showcase how Zoom’s tools can transform your workplace into a productive environment and get all your questions answered!   📆 October 8: Zoom Phone Open Office - Open space to ask questions, learn best practices, and discover how to optimize your call management and workflows. Bring in your questions!   📆 October 9:  What's New at Zoom - Discover everything new Zoom released in September, including a Zoomtopia recap, a must-see!   📆 October 15:  Zoom AI Companion Open Office - Dive into the value of Zoom AI Companion and its pivotal role in enhancing workplace efficiency and collaboration and have your questions answers!   📆 O

If you often leave the same message for multiple contacts, Zoom Phone’s Voicemail Drop is a real time-saver. This feature lets you drop a pre-recorded voicemail directly into someone’s inbox without staying on the line. It’s perfect for reminders, follow-ups, or outreach campaigns where consistency matters. Voicemail Drop works with Zoom Phone accounts that have the necessary Zoom Phone Power Pack add-on, and messages can be uploaded or recorded directly in Zoom. Each clip can be up to 45 seconds, and you can store multiple messages for quick access. Once sent, the call ends automatically, allowing you to move on efficiently. The benefits are clear: it saves time, keeps messaging consistent, and reduces the need to wait for voicemails. While it’s excellent for standard messages, it’s best used thoughtfully in situations where a personal touch isn’t required. By leveraging Voicemail Drop, you can streamline your communication and focus your energy on calls that truly need your attention

Boost your Zoom skills this October! Join our upcoming events to get your questions answered, discover productivity tips, and see what’s new—all in one month.   Check out the full lineup here:   📆 October 1:  Zoom Workplace Open Office - Designed to showcase how Zoom’s tools can transform your workplace into a productive environment and get all your questions answered!   📆 October 8: Zoom Phone Open Office - Open space to ask questions, learn best practices, and discover how to optimize your call management and workflows. Bring in your questions!   📆 October 9:  What's New at Zoom - Discover everything new Zoom released in September, including a Zoomtopia recap, a must-see!   📆 October 15:  Zoom AI Companion Open Office - Dive into the value of Zoom AI Companion and its pivotal role in enhancing workplace efficiency and collaboration and have yo

メールやチャットで済んだはずのミーティングに参加した経験は、誰にもあるでしょう。アジェンダもなく、明確な目標もなければ、出席者は議論に集中するよりも、他の作業に気をとられがちです。ミーティングが終わっても、結局何が決まったのか、誰が次のステップを担当するのか、同僚にとって明確でないかもしれません。  非効率なミーティングは出席者をイライラさせるだけでなく、貴重な時間を浪費し、生産性の低下を招くことにもなります。だからこそ、開催すると決めたミーティングを最大限に活用することが重要なのです。  ミーティングというものは、私たちZoomが「ミーティングライフサイクル」と呼ぶプロセスのほんの一部にすぎません。ミーティングは、アイデアを議論し、意思決定を行うための場ですが、多くの場合、実務のすべてがそこで行われるわけではありません。そのグループでの時間がどれだけ効果的にものになるかは、ミーティング以外の時間、つまりミーティング前と後に何をするかにかかっているのです。 コラボレーションの課題に直面している場合は、Zoom Workplaceでミーティングのライフサイクル全体を改善する方法について、この先を読み進めてください（ボーナスのインフォグラフィックもご覧ください）。 インフォグラフィックを入手 ミーティングの枠を超えたより良いコラボレーションを実現するためのステップバイステップガイドをミーティングライフサイクルのインフォグラフィックでご確認ください。 今すぐダウンロード ミーティング前: スケジュール、計画、準備 1. ミーティングをスケジュールする ミーティングを主催する最初のステップは、出席者のカレンダーに予定を入れることです。その点、Zoom Workplaceなら働き方に合わせて、さまざまな方法でミーティングをスケジュールできます。  たとえば、部門横断グループで、Zoom Docsを使ってプロジェクト概要をコラボレーションしているとします。その場合、ドキュメントの右上のカメラアイコンをクリックするだけで、ドキュメント内から直接ミーティングをスケジュールできます。さらに、作成中のドキュメントは自動的にミーティングの招待に添付されるので、出席者は参照すべき資料を迷わず確認できます。 特定のTeam Cha

In today’s fast-paced hybrid workplace, videos have become one of the most powerful ways to share knowledge, onboard new team members, and connect across distances. But with hundreds of recordings, training clips, and shared sessions piling up, finding the right video at the right time can feel overwhelming.   Introducing Zoom Video Management, This is a centralized platform designed for creating, organizing, and managing video content within an organization. It allows users to efficiently search and view videos, playlists, and channels, as well as track video analytics. The platform supports features such as channel creation, video uploads, and collaboration management. To use Zoom Video Management, users need a Pro, Business, Enterprise, or Legacy Education account, along with the Zoom Video Management add-on. This platform is accessible via the Zoom desktop app or the web portal.   Zoom Video Management     Think of it as your team’s video library—always a

I'm part of a nonprofit that allows various people enter the zoom account using the same password and user name. There is no specific administrator or different passwords for different people to enter. Recently someone entered the zoom account and started a meeting. They were in the meeting but it was not acting like they were the host of the meeting. They could not see when new people were in the waiting room, waiting to join the meeting. Is it possible that when I went into the account an hour before the meeting to create a different meeting on a different date, when I didn't sign out of the account after I was finished, could that have created a problem for the person starting the meeting? I wasn't at the meeting with them so I am not certain what they experienced but they did say that they couldn't see all of the people in the waiting room, and so, could not let them in to start the meeting. 

While trying to install Zoom Workplace I encountered MANY comments from disappointed users.  I spent some 15-20 hours over several days as I tried to follow Zoom's recommended installation procedures.I did not achieve any success until I stepped away from the problem for a while and tried to figure out what was unique about my situation.  I have 3 computers running Zoom (actually 5) but only 3 were involved in this issue - 1 HP Notebook running Win 10 and 2 HP Notebooks running Win11.  The installation on #3 (Win 11) was the big problem.   All 3 had been working fine until I had a problem with #3 and I was forced to uninstall / re-install Zoom Workplace from scratch. The attached PDF tells the long story of the various failed attempts in trying to get 64-bit Zoom Workplace installed and how I abstracted to figure out that it was not my problem, nor was the computer's configuration damaged - it was Zoom's installation instructions and procedures that really

What sorts of AI insights have helped you close deals or keep customers coming back? 💡   Killer customer intelligence can change everything—let's create our own goldmine of actionable information within your platform ecosystem! ✅   Reply below 👇

Share your AI implementation experiences (and commiserations) for non-technical team members! 💡   What have been your biggest barriers to adoption, and your biggest enablers? 🤔 🤔   Reply below 👇