Customer Success

Workflow automation is a software-driven process that automates tasks through rules or workflows between systems. These can be conditional (if-then scenarios) or sequential (linear order) triggers. Zoom Workflow Automation specifically allows users to create automated workflows across Zoom services and third-party applications, enabling both simple one-step processes and complex dynamic workflows with conditional logic, loops, and delays.   🚀 How common workflows help make your workday more productive: Meeting Documentation: Automatically create and update docs from AI-generated meeting summaries Daily Chat Briefings: Get automated summaries of important chat channels Quick Response System: Set up emoji-triggered automated responses for common questions Document Approval Process: Streamline approvals using emoji reactions Information Sharing: Automate the creation and distribution of documents across teams     💡Use Cases: Operational and IT

I've just had Zoom rolled out by my organization.  I am trying to add my mobile phone number to "My Profile." I've tried multiple times to go through the process of receiving a confirmation code, entering it in, and clicking "Confirm."  I'm receiving the confirmation code with no issue. I've even had the voice call option give me a code.  Every single time, I get the message: "Phone number cannot be verified." 

Has anyone been able to successfully deploy for Zoom, an approved 3rd party app, on the Windows 11 SE surface laptop?  The installation requires a .intunewin file that has to be uploaded to the EndpointManager to then load on the surface.    

We are subscribers for Zoom for past 4 months but we are not getting approval for 10DLC. We are not getting any good customer support and not able to resolve issues with zoom for 10DLC compliance. Any guidance would be helpful

Can anyone help me with where I can go to find information.We have created our Toast POS Menu. We want to add the menu to our new website (It is built on WordPress) We want to have the Toast Menu show up on pages we build on our website. The goal is once the visitor clicks on a menu item to order, they will be redirected to out Toast POS menu to place an order. Any help in knowledge of how to do this will be greatly appreciated. Thanks,Ken

Just wanted to point out a cool little feature in the new Zoom AI Companion 2.0 that I think you'll find helpful: the profanity filter. It's designed to keep things professional in your meetings and chats, which is especially important in today's hybrid work environment.   Let's be honest, sometimes things can get a little heated or people might accidentally say something they don't mean. This filter acts as a safety net, catching those slips and helping to keep the conversation respectful. It's not about stifling communication, but about creating a more productive and positive environment for everyone.   Think about it – cleaner transcripts, fewer awkward moments, and a more professional image for your team, especially when you're working with clients or partners.   The profanity filter for AI Companion 2.0 is now live in English. Admins can turn it on, and meeting hosts have the flexibility to choose which words they want blocked in meeting summaries. It's smart enough

Here's why you should migrate your oudated on-premises PBX to a modern cloud communications platform.     As you evaluate your upcoming digital transformation initiatives, moving your on-premises PBX to a cloud service might be the next step in your cloud migration strategy.   With the flexibility to be hyper-responsive to headcount and office changes, cost-effective access to innovative new features, and the opportunity to outsource routine operational tasks, cloud communications gives your team the ability to focus on other strategic priorities to grow your business.    Some cloud service providers may force you to go all-in with them on day one, which often means abruptly migrating away from your current carrier and on-premises PBX solution to the provider’s native PSTN VoIP service. But migrating to the cloud doesn’t have to be an all-or-nothing initiative.    If you want to reap the benefits of cloud communications while moving at your ow

Create a simple, secure solution with Zoom Phone for workers that are "On Call"!     Zoom Phone enables organizations with on-call employees to have calls redirected to their mobile Zoom application (on iOS or Android) and be notified with secure transcribed messages (voicemail or SMS) while meeting compliance. Requirement: Healthcare providers, biotech, pharma, behavioral health, small clinic customers must have a BAA (Business Associates Agreement) with Zoom to enable/achieve HIPAA compliance.   Other features: Receive transcribed voice mail messages. Send Receive SMS/MMS messages to patients. Receive a transcribed recording of patient/on-call resource voice interaction. Works with Android or iOS mobile devices. Can be HIPAA compliant. (BAA must be signed) PHI info stays encrypted in ZP cloud and not stored on personal mobile devices. How does this work?Healthcare providers can utilize Zoom Phone's native Call Queue feature to achieve this workflow and outcome. &nbs

Branding in virtual meetings is pretty crucial as it is like your online first impression. Having a cool, consistent brand vibe makes you look professional and trustworthy. It helps people remember you in the sea of virtual interactions. Think of it as your unique style that sets you apart. When your brand elements are consistent, people can relate to you emotionally, making your brand more likable. It’s about looking good, but more importantly, branding helps people recall you easily in the future.  During my Zoom meetings, I have seen some customers add their branding via their profile photos, display names, and virtual backgrounds. While these are great options, there is so much more that you can do to personalize your branding in a Zoom meeting with the help of Warmly. This app allows you to cultivate an engaging experience to build better rapport with your clients and prospects. Customize your virtual business card by highlighting your credentials, adding personal brandi

As a professional constantly on the move, my work takes me to various client locations. Traveling is a significant part of my job, which keeps things exciting! Despite being frequently on the road, I often rely on Zoom Meetings to connect with global teams. For instance, I might visit a client's headquarters in person, but the rest of the team would join us digitally from different corners of the world. This is where Nametags AI, developed by Warmly, becomes indispensable. It displays participants' names and details during our virtual meetings, which helps me engage more personally with each team member without having to awkwardly ask for names repeatedly or pretend to remember them.Does anyone else have a favorite app that helps truly connect? Here is a link - it's on the app store. https://marketplace.zoom.us/apps/vkBX54brQ0-iiSGtEx33vg

Did you know that you can link accounts to an organization?   Account owners and administrators have the capability to link several Zoom accounts to form an organization. Once these accounts are linked, they will have the ability to efficiently search for contacts, engage in chat, and conduct meetings. By linking your accounts as an organization, members will be relieved from the necessity of manually adding contacts from associated accounts to facilitate communication.   The requirement for linking accounts to an organization is that Account owner or Admin with the privilege to edit Account Profile settings.   ​Please take a moment to check out this Knowledge Base Article about Linking Accounts to an Organization. It provides detailed information on Creating a New Organization, Managing Linked Accounts as the Owner, and Linking an Existing Organization.   By linking your accounts, you can efficiently manage multiple accounts with the convenience of assigning a

Hi Everyone,  I am interested in joining a Zoom User Group and asked our Zoom account manager if they were aware of any existing user groups where other Zoom System Admins get together to talk through their experiences, challenges, successes, new integrations, etc.    I did a search here on the community but didn't find anything on this topic.  If anyone is interested in a Zoom User Group I would be happy to help spin something up and facilitate the first couple of sessions.    My current employer is in the Financial Technology space, we have ~1500 users of Zoom Meetings and Zoom Phones, we have 80+ Zoom Rooms deployed in multiple corporate offices and have users spread throughout the US.   I would love to connect with other system owners or admins who are utilizing the same services and talk through some of their best practices, hardware recommendations, challenges, wins, etc.   Cheers! Jimmy Ortiz 

Small businesses choose Zoom Workplace to help them grow their client base, their revenue, and their organization. Here's why.     Zoom serves organizations of all industries and sizes because our platform can flexibly scale to fit any employee count and budget. But running a small business means dealing with unique challenges, like executing multiple processes with just a few people and a limited budget — and prioritizing the time and resources to make it all happen efficiently. You need technology that can help you and your team do more, not add to your to-do list.   Zoom Workplace is an AI-first work platform you can use to simplify your day-to-day. What does that mean? It means you can impress your customers without bending over backward or overextending your team. It means answers at your fingertips and a jumpstart on all your drafts. It means your whole team can work out of one interconnected app, increasing everyone’s efficiency. It means you can get time back

How is it possible that an audio signal, registering on the vu graphs on the computer (Mac - Sequoia 15.3) audio input cannot be recognized by Zoom?  This is the signal coming from a Focusrite interface.  There is signal at the computer input and signal going in to Logic Pro... but not Zoom (6.3.6) The device does show up as an option for input in Zoom, and permissions are set correctly.I posed the question a long time ago, after having spent hours with AI tech support and a human or two.   Doesn't someone from Zoom have an idea what might be the problem?  Does anyone have any ideas?

The new year is rolling, and it’s time to supercharge your skills! 🚀 February is packed with interactive sessions designed to help you stay ahead of the curve—whether it’s optimizing your workplace, enhancing customer experiences, or unlocking AI-powered efficiency. Don’t miss out—register now and take your expertise to the next level!   ✨ February 12 - Zoom Workplace Open Office | 🔗 Register HereTransform the way you work! Join this interactive session to explore how Zoom’s tools can create a seamless, productive workplace. Get insider tips, discover new features, and learn how to maximize the value of Zoom’s workplace solutions. Product Sessions: Meetings, Phone, Communication (Team Chat/Mail & Calendar/Scheduler), Productivity (Clips/Whiteboard/Surveys/Notes/Docs), and Spaces (Rooms/Digital Signage/Workspace Reservation/Visitor Management).   ✨ February 13 - Zoom Contact Center Insights: February Product Deep Dive | 🔗 Reg

Hello Community, Has anyone been able to figure out a way to exporting User's Managing signed-in devices and sessions? Thank you!

Hi there, I'm trying to retrieve a list of my recorded Zoom meetings using the APIs.  I have 2 accounts: a personal one and a work one.  It works for the personal account, but not the work one (for which I have Pro edition). I submit a POST request to https://zoom.us/oauth/token and pass in:HTTP Headers:- Authorization = "Basic asdfasdfadf"- Content-Type = "application/x-www-form-urlencoded"HTTP Entity:- grant_type = "account_credentials"- account_id = "zxcvzxcvzxcv" This returns the access_token which I can use in my next request which is:GET https://api.zoom.us/v2/users/me/meetingsHTTP Headers:- Authorization = "Bearer + access_token" The above all works for my Personal Zoom account.  However it fails with the following error, when I use it against my work account:""Failed to execute the request, or the endpoint responded an error""Got response 400 - Bad Request from the endpoint" Any ideas?

Hi I need zoom for school but I'm having a lot of problems with it and I'm not good at technological stuff. My first problem is when I sign in on the app on my windows 11 running laptop it says I need to update but the profile icon is not there. My second problem is that when I phone the number for help, I put in my id and host numbers that are on my profile but the automated voice says that they are not recognized and won't help me.  My third problem is I can get video but no sound, I can't hear anyone and nobody can hear me.  Please help me I don't want to fail because my only grades come from tests and discussions in one course.

The new year is rolling, and it’s time to supercharge your skills! 🚀 February is packed with interactive sessions designed to help you stay ahead of the curve—whether it’s optimizing your workplace, enhancing customer experiences, or unlocking AI-powered efficiency. Don’t miss out—register now and take your expertise to the next level!   ✨ February 12 - Zoom Workplace Open Office | 🔗 Register HereTransform the way you work! Join this interactive session to explore how Zoom’s tools can create a seamless, productive workplace. Get insider tips, discover new features, and learn how to maximize the value of Zoom’s workplace solutions. Product Sessions: Meetings, Phone, Communication (Team Chat/Mail & Calendar/Scheduler), Productivity (Clips/Whiteboard/Surveys/Notes/Docs), and Spaces (Rooms/Digital Signage/Workspace Reservation/Visitor Management).   ✨ February 13 - Zoom Contact Center Insights: February Product Deep

El nuevo Hub de Customer Success, creado con Zoom Events, pone a su disposición capacitaciones y sesiones informativas. Echemos un vistazo al contenido disponible en este Hub.   Empezaremos con la mayor atracción, y es que en el mensual What’s New at Zoom (Novedades de Zoom) comentamos las funciones más importantes que han llegado a nuestros productos y por lo tanto siempre merece la pena tomar parte en esta breve sesión. Muchos de ustedes ya se han percatado de ello y han comenzado a notar los beneficios de estar bien informados.   También contamos con sesiones de Open Office, en las cuales además de comentar funciones y herramientas de Zoom, tenemos un espacio de preguntas y respuestas.    Adicionalmente, a su disposición encontrarán sesiones de capacitación grabadas y en vivo.A pesar de que todo lo mencionado hasta ahora se encuentra disponible en inglés, les animo a que le echen un vistazo.   Cabe destacar que hemos comenzado hace poco a compilar sesiones d

Is anyone else noticing that it is now much harder to present the Power Point on one screen and see the MS Presenter View of Power Point???   The new update seems to allow you to select My meeting or My screen and that is a mess.   It is just mirroring the PPT slide.   I want to see the Presenter View which is quite different---it has the current slide being shared, the next slide and a small window for notes.    This is something I've noticed on different versions of Zoom.    For the record---if engineering teams are not asking about the user experience these small tweaks in the platform can be a nightmare.    Please allow us to present the slides on one screen and ---give the user the option of what to see on the other screen.  The latest update is NOT working well. 

Ever feel like you're spending too much time switching between apps and searching for stuff? During a recent business review, one of my customers shared similar challenges. However, after enabling Zoom AI Companion's new side panel, they shared feedback that they have experienced an increase in efficiency and productivity. Our AI Companion proved to be the solution they needed, providing quick access to information, summarizing key discussions, and automating a range of tasks.With the AI Companion side panel enabled, they had quick access to:Meeting Cliff Notes: No more frantic note-taking or endless replays. AI Companion summarizes your meetings and chats, so you can quickly catch up on the important stuff. Think of it as "Cliff Notes" for your work life! 📖 Content Creation Made Easy: Need to write an email, whip up a presentation, or just get those creative juices flowing? AI Companion can help you brainstorm, write, and create, all without leaving the Zoom App. Our AI C

Hi,Can anyone tell us if the ZOOM administration supports e-mail addresses with sub-addresses?Examplepepe.paco@mihouse.localpepe.paco+001@mihouse.localTHX  

I know how to create source tracking codes for my Zoom events, but cannot get code usage to show up when I run reports. I have configured the reports to capture it (I think), but the Source of Registration column in the report only lists "N/A."Help??!!

Ever thinking about how to keep up with Zoom's innovation and learn about all the new amazing products and features being released across the Zoom platform? We've got you covered!    Here are a couple amazing resources for you:   Whats New Blog - get a quick write up of the latest innovations!   Zoom Customer Success Hub - get access to live and on demand webinars featuring, whats new, platform training, open office hours, and much more!Comment below if you have any questions and we are here to help 🙂