Customer Success Forum

Keeping up with notes during meetings can sometimes distract you from the conversation. My Notes in Zoom Workplace helps make note-taking easier by giving you a personal space to capture ideas while AI Companion helps organize the important details. As you write your notes, AI Companion can assist by transcribing discussions, creating summaries, highlighting key points, and identifying action items, helping you quickly understand the most important takeaways after the meeting. Your notes are also completely private, meaning they’re only visible to you and aren’t automatically shared with hosts or other participants. Another helpful benefit is its flexibility across meeting environments. You can use My Notes during Zoom Meetings and Zoom Webinars, but also for in-person conversations or meetings hosted on platforms like Microsoft Teams and Googl

We’ve all been there—facing a sudden Zoom issue minutes before an important meeting. Maybe your audio isn’t connecting, or your recording didn’t save where you expected. The instinct for many users is to turn to a generic AI tool for help. But what if the fastest, most accurate answers were already built right into your Zoom experience?That’s exactly what Zoom AI Companion brings to the table—a powerful, integrated assistant designed specifically to understand Zoom inside and out. Story Time: A customer by the name of Sarah, a project manager, had a big client call coming up. She suddenly noticed her Zoom background settings were not working as usual. In a rush, she asked a popular external AI tool for help—but the answers were vague, with steps that didn’t match Zoom’s current interface. Frustrated, she remembered my advice that one time we had an Account review— “Ask Zoom AI Companion”.Within seconds, the Companion recognized her issue, provided

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 up

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?

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 s

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

    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.   &nb

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 mes

    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 fe

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.

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

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