Customer Success Forum

カスタマーエクスペリエンス（CX）分野は急速に進化しています。企業は、高まり続ける顧客の期待と AI 革命に対応するにはスピードが不可欠であることを、急速に認識しつつあります。企業の間では、顧客から求められ、期待されているインタラクションを確実に顧客に提供するには、コンタクト センター業務だけでなく、接客機会のある部門すべてを評価することが急務であるとの認識が高まっています。Zoom は自社のCXソリューション全体で「Zoom ならではのスピード」を発揮し、前進しています。お客様と協力し、お客様を常に競合の一歩先へと後押しする実用的な AI 搭載型ソリューションを提供しています。Zoom が今後予定しているイノベーションは、顧客のジャーニーのあらゆる段階で、よりよい体験を顧客、エージェント、従業員に提供するように設計されています。

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 clu

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 i

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.  

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

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

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.”

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

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,