Customer Success Forum

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

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, h

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 highl

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!

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 require

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 a

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% 

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

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 Q

Hi @MGSR ,Which parameter used to identify basic, licnece and on-prem (permission levels) in SCIM and REST API?I could see User Type is deperecated. Thanks,Prashant

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,

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: 

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 you

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）。

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.  

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 installat

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