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Welcome to the Customer Success Forum!

Welcome to the Customer Success Forum! This is a collaborative place for Zoom users to share customer success stories, learn about upcoming events, and exchange use cases for helpful ways to use Zoom features.

Recent Activity

AI in Collaboration: How Zoom’s AI Companion is Shaping Modern Workflows

The rise of artificial intelligence has revolutionized the way we work , and Zoom is at the forefront of integrating AI into collaboration tools 烙. Features like AI-powered meeting summaries , transcription , and task suggestions ⚙️ are transformi... Show more

The rise of artificial intelligence has revolutionized the way we work 🌐, and Zoom is at the forefront of integrating AI into collaboration tools 🤖. Features like AI-powered meeting summaries 🗋, transcription 🎥, and task suggestions ⚙️ are transforming workflows and enhancing productivity. But how exactly is Zoom’s AI Companion making an impact in today’s hybrid work environments? Let’s explore the tangible benefits, real-world applications, and key insights about this game-changing technology .

 

Streamlining Communication and Reducing Workload

One of the standout features of Zoom’s AI Companion is its ability to simplify post-meeting processes. Instead of manually reviewing hours of meeting recordings or taking notes during discussions, users can rely on AI to:

  • Generate Concise Summaries: Automatically create accurate meeting recaps that highlight key decisions, action items, and follow-ups.
  • Automate Transcriptions: Provide clear, searchable transcripts, making it easy for teams to revisit critical points.
  • Suggest Next Steps: Identify and recommend actionable tasks based on the meeting’s context and discussions.

By automating these repetitive tasks, Zoom’s AI Companion allows teams to focus on strategic work instead of administrative overhead.

 

The Tangible Value for Hybrid Teams

Hybrid teams face unique challenges, from coordinating across locations to managing communication silos. Zoom’s AI Companion bridges these gaps by:

  • Enhancing Collaboration: AI-generated insights keep team members aligned, even if they can’t attend every meeting.
  • Saving Time: Teams can reclaim hours spent on manual tasks and dedicate that time to creative problem-solving.
  • Increasing Engagement: With less time spent on administrative tasks, teams can focus on meaningful collaboration.

Ultimately, Zoom’s AI Companion transforms how hybrid teams work, enabling them to achieve more with less effort.

 

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As AI continues to reshape the workplace 🔄, Zoom’s AI Companion stands out as a key tool for modern collaboration 🌐. From simplifying workflows ⚖️ to empowering hybrid teams 🤝, it’s clear that AI is no longer just a nice-to-have—it’s essential for staying competitive in today’s fast-paced environment . By leveraging these tools effectively, organizations can unlock new levels of productivity and innovation .

Are you ready to experience the future of collaboration? Dive into Zoom’s AI features and transform your workflows today! 🎥


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Enhancing Engagement with Simulive in Zoom Events

In the ever-evolving world of virtual events, creating a seamless and engaging experience for attendees is key. One feature that’s helping event organizers strike the perfect balance between preparation and live interaction is Simulive in Zoom Events... Show more

In the ever-evolving world of virtual events, creating a seamless and engaging experience for attendees is key. One feature that’s helping event organizers strike the perfect balance between preparation and live interaction is Simulive in Zoom Events. This tool has become a game-changer for many professionals, including myself, who aim to deliver polished presentations while staying accessible to their audience.

 

Recently, I had the opportunity to host a Zoom Event where I leveraged the Simulive feature. For the main session content, I pre-recorded my presentation, allowing me to deliver my message with precision and consistency. During the event itself, I stayed behind the scenes in the Backstage area, monitoring the session and responding to attendees’ questions in real time. This approach not only helped me engage with my audience more effectively but also reduced the pressure of speaking live.

 

What makes Simulive so unique is the ability to transition seamlessly from a pre-recorded session to live interaction. Once the pre-recorded content ended, I stepped into the spotlight for a live Q&A session. This combination of polished delivery and real-time interaction added a personal touch that attendees truly appreciated.

 

Simulive also provides flexibility for event hosts. While you must be present during the session's transition from pre-recorded to live, you’re not required to stay for the entire duration of the playback. This means you can multitask or handle other event logistics, knowing you’ll step in when it’s time to engage directly with attendees.

Whether you're managing a large-scale virtual conference or running a focused educational webinar, Simulive offers a perfect blend of structure and spontaneity. By preparing your content in advance and staying available for live interaction, you can create an event experience that’s both professional and highly engaging.

 

Have you tried Simulive yet? If not, I highly recommend exploring it for your next Zoom Event. It’s a tool that truly empowers you to deliver the best of both worlds.

 

Things to consider: 

Limitations of Zoom Events simulive webinars

  • During the simulive phase, hosts and panelists cannot speak or appear on live video in front of webinar attendees and can only use the chat and Q&A features. However, once the simulive playback ends and the webinar transitions to live (if the option was enabled), all previously restricted features—such as video, audio, and full interaction—are enabled.
  • Only the speaker view is selected in recordings, even if you recorded with multiple views.
  • Hosts can’t add multiple cloud recordings to a single simulive webinar.
  • Since simulive webinars start automatically, they do not support practice sessions. If backstage is used, access to backstage will begin at the scheduled time.

     

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BAA

I have a Pro Business subscription to ZOOM and looks like a BAA should be supported, but not 

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Add collaborative browsing to your web page with Zoom Cobrowse SDK

Zoom's Cobrowse SDK provides developers with all the tools required to easily integrate the cobrowsing experience into their web applications. We are excited to announce the launch of Zoom Cobrowse SDK. Cobrowse, short for collaborative browsing, is ... Show more

Zoom's Cobrowse SDK provides developers with all the tools required to easily integrate the cobrowsing experience into their web applications.

 

 

We are excited to announce the launch of Zoom Cobrowse SDK. Cobrowse, short for collaborative browsing, is a web-based visual engagement tool that allows a customer and a support agent to securely navigate and interact with a webpage in real-time. Whether troubleshooting technical issues, completing forms, or providing guided walkthroughs, Cobrowse empowers businesses to enhance customer experiences with seamless and personalized support.

The Zoom Cobrowse SDK provides developers with all the tools required to easily integrate the cobrowsing experience into their web applications. It’s built with simplicity in mind — requiring no plugins, no downloads, and offering quick integration into your existing customer flows.

 

Key features

  • Frictionless and secure screen-sharing: Customers can share their screens without installing any software. By using simple PIN-based access, agents can join sessions securely and assist customers in real time.

  • Annotations: Agents can annotate directly on the webpage, highlighting elements, drawing attention to key sections, or marking actionable items. This makes it easier to guide users step by step.

  • Data masking: The SDK is designed with robust security features, allowing businesses to configure rules that help prevent agents from viewing sensitive end-user information, such as passwords or personal data. Sensitive fields can be masked supporting enhanced data protection and peace of mind for consumers.

 

Transform customer engagement

The Zoom Cobrowse SDK brings a new level of efficiency and personalization to customer support. Businesses across industries — from ecommerce and financial services to tech support — can leverage this powerful tool to:

  • Resolve issues faster: Navigate alongside customers to troubleshoot issues or complete transactions in real time.

  • Reduce customer frustration: Eliminate the back-and-forth of traditional support by visually guiding customers to solutions.

  • Enhance customer satisfaction: Deliver seamless, interactive support experiences that build trust and loyalty.

 

Cobrowse vs. screen-sharing

While both Cobrowse and screen-sharing enable real-time collaboration, they are designed for different use cases. Here's a quick comparison to help you understand the unique advantages of Cobrowse:

 

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The Zoom Cobrowse SDK goes beyond functionality, offering a secure, scalable, and intuitive solution that integrates effortlessly with your existing platforms.

Customers are at the center of all the products we build at Zoom. With the Cobrowse SDK, we want to empower businesses to build stronger relationships with their customers.

 

Get started today

Ready to get started?

 

Discover how Zoom’s Cobrowse SDK can help you transform customer engagement and create lasting connections with your audience.


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January's Must-Attend Zoom Digital Customer Success Events!

Happy New Year!  We’re kicking off 2025 with these key sessions designed to elevate your skills and keep you ahead of the curve. Don’t miss out on these valuable opportunities—register now and get ready to start the year strong. See you there! Janua... Show more

Happy New Year! 🎉 We’re kicking off 2025 with these key sessions designed to elevate your skills and keep you ahead of the curve. Don’t miss out on these valuable opportunities—register now and get ready to start the year strong. See you there!

 

January 9 - What's New at Zoom - Nov/Dec 2024 - Register Here

Stay ahead in the fast-paced world of digital communication! Join us to explore the latest features, updates, and innovations Zoom has to offer. Whether you're a Zoom pro or just starting out, our expert hosts will walk you through new tools, from enhanced collaboration features to cutting-edge security enhancements. Get insights to optimize your Zoom usage, boost productivity, ask questions, share feedback, and connect with fellow Zoom enthusiasts.

 

 

January 15 - Zoom Workplace Open Office - Register Here

An engaging and interactive event designed to showcase how Zoom’s tools can transform your workplace into a seamless and productive environment. This event is packed with insights, new features, and pro tips to help you and your team maximize the value of Zoom’s comprehensive 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).

 

 

January 22 - Zoom AI Companion Open Office - Register Here

This event is designed to demonstrate how AI is transforming collaboration and productivity across the Zoom platform. Dive into the latest innovations, gain practical insights, and explore new features that empower your team to work smarter, not harder.

 

Product Sessions: AI Companion 2.0 & Team Chat, AI Companion in Meetings, AI Companion in Phone and AI Companion in Whiteboard/Docs/Email.

 

 

January 30 - Business Services Open Office - Register Here

This event highlights how Zoom’s business tools can elevate your organizational operations and enhance customer engagement. Learn valuable insights, discover the latest features, and get best practices to help you and your team harness the full potential of Zoom’s business services.

 

Product Sessions: Contact Center/Virtual Agent, Events/Webinar/Sessions, Revenue Accelerator, Workforce Management/Quality Management

 

 

Interested in other webinars, live product trainings or on demand content? Visit the Digital Customer Success Hub to learn more.

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How to retain meeting links with account consolidation, associated domains & vanity URLs?

The title says it all. I’m planning to consolidate 2 accounts into 1. Both accounts have associated domains and vanity URLs enabled with Zoom, causing them both to have vanity Zoom Meeting links for users. We’re trying to prevent all of the users’ Zo... Show more
The title says it all. I’m planning to consolidate 2 accounts into 1. Both accounts have associated domains and vanity URLs enabled with Zoom, causing them both to have vanity Zoom Meeting links for users. We’re trying to prevent all of the users’ Zoom Meeting links from being broken by the migration from account #1 to account #2. Is this possible?

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Source tracking reporting in Zoom Events??

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??... Show more

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??!!


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Can I Link My Zoom Account To Social Media?

Can I Link My Zoom Account To Social Media?

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Access to Zoom Cloud Recordings

if i cancel my current zoom cloud storage subscription will all my past meeting recordings get deleted? i'm not currently using zoom...but i'm paying $40/month for 200gb of cloud storage. i'll likely be using zoom again for work in 4-5 months so was ... Show more
if i cancel my current zoom cloud storage subscription will all my past meeting recordings get deleted? i'm not currently using zoom...but i'm paying $40/month for 200gb of cloud storage. i'll likely be using zoom again for work in 4-5 months so was just curious if my recordings would still be there when i resubscribe to the $40/month plan. 
 

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Aktualisierung nicht möglich

- Ich möchte / muss Zoom aktualisieren, aber leider wird mir im Client die Option Nach Updates suchen gar nicht angeboten. Muss ich das irgendwo erlauben? - Wenn ich alternativ das jetzige zoom deinstalliere und die neue Version installiere sind, dan... Show more

- Ich möchte / muss Zoom aktualisieren, aber leider wird mir im Client die Option Nach Updates suchen gar nicht angeboten. Muss ich das irgendwo erlauben?

- Wenn ich alternativ das jetzige zoom deinstalliere und die neue Version installiere sind, dann auch die Konteneinstellungen weg? (ich bin admin für 2 Lizenzen und habe das letztes Jahr irgendwie hin bekommen)

zur Info: ich nutze noch Windows 10.


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