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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

El Hub de Customer Success: Manténgase al día y capacitado para Zoom

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 Z... Show more

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 de capacitación en español, a pesar de que estas solo se encuentran en su versión grabada, merecen la pena para tener un conocimiento básico sobre los productos de Zoom y su uso. Estas capacitaciones son demostraciones directas sobre cómo usar productos como las reuniones o los webinars. En estos momentos contamos con las siguientes capacitaciones:

 

 

De nuevo les animo a que le echen un vistazo a esta increíble fuente de información y recursos para aprender más sobre Zoom.

Espero que este post les haya resultado útil. No duden en dejar comentarios y participar en la Comunidad de Zoom.


¡Hasta la próxima!


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PowerPoint Using 2 Screens and Displaying the Presenter View

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 t... Show more

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. 


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AI Companion Side Panel: Helps you work smarter, not harder.

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 feedb... Show more

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 Companion can help you get started, brainstorm ideas, and even draft the whole thing, so you can say goodbye to writer's block! ✍️

Find Anything, Instantly: Stop the endless scrolling and searching. AI Companion can find that file, email, or message you need in seconds, so you can stay focused on what matters. It's like having a super-powered search engine just for your work! 🔍

Your To-Do List, Sorted: Stay organized and on top of everything. AI Companion helps you track tasks, set reminders, and even automate those little things that take up your time. It's like having a personal organizer built into the Zoom App! 📅


If your Zoom admin has already enabled the AI Companion side panel, it's super easy to find. Just look for the little "sparkle icon" next to your profile picture in the Zoom App. Click it, and boom! The AI Companion side panel should pop right open, ready to help you out.

 

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Getting started is a breeze – this quick guide will walk you through it. Imagine having a super-helpful AI assistant right in your Zoom App, ready to make your workday smoother and more productive. Just turn it on, and get ready to see how much easier things can be. It's seriously a game-changer. Trust me, it's time to work smarter, not harder! 💪


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Resolved! Support Zoom administratios user whith subaddressing type firstname.lastname+subaddress@domain

Hi,
Can anyone tell us if the ZOOM administration supports e-mail addresses with sub-addresses?

Example

pepe.paco@mihouse.local

pepe.paco+001@mihouse.local

THX

 

 

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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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Wondering Whats New at Zoom?

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 qu... Show more

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 🙂


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Signatures during zoom meeting

I'm in healthcare/behavioral health. We need our participants (clients) to sign off on a form acknowledging they presented for their service via telehealth. I looked at the integration of docusign but that just pulls us out to send a docusign through... Show more

I'm in healthcare/behavioral health.  We need our participants (clients) to sign off on a form acknowledging they presented for their service via telehealth.  I looked at the integration of docusign but that just pulls us out to send a docusign through a web-browse.  I don't know if there are any solutions that exist for this.  I would love to be able to get signatures in real time while in a session.


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New and Improved Survey and Polls

Productivity is a measure of efficiency and output in various aspects of life, surrounding work, personal tasks, and overall goal achievement. It involves managing time, resources, and energy effectively to maximize output. Adopting strategies such a... Show more

Productivity is a measure of efficiency and output in various aspects of life, surrounding work, personal tasks, and overall goal achievement. It involves managing time, resources, and energy effectively to maximize output. Adopting strategies such as goal setting, prioritization, time management, and continuous improvement can significantly enhance productivity.

While meetings usually serve as effective platforms for collaboration and aligning everyone, productivity can suffer if not well-executed. Have you ever experienced unproductive meetings, whether they involved planning additional meetings or reiterating known information, you understand the inefficiencies that can arise. However, this issue can be readily addressed by utilizing a survey tool, enabling you to gather information beforehand and establish a shared understanding prior to the actual meeting.

 

And speaking of enhancing productivity, let me introduce Zoom’s new Survey and Polls! This feature offers a seamless method for polling and surveying your target audience to collect valuable feedback and opinion. Prior to your meeting, initiate a swift survey among participants to gather insights in advance, pinpoint overarching themes, and identify the most crucial topics. By tailoring your meeting content based on these findings rather than assumptions, you can ensure that everyone departs well-informed.

We recognize the importance of surveys, but if the process of creating them, chasing down emails, or, worse yet, receiving insufficient engagement is time-consuming, an integrated survey tool can be the solution. Embedded in the Zoom platform, Zoom Surveys empowers you to obtain timely feedback and fosters an engaging and interactive experience for participants. Launch surveys whenever necessary to gather input from colleagues, propose areas for improvement, and gain deeper insights into your customers' preferences.

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Zoom Surveys is readily available and can be utilized independently or initiated directly within Zoom Meetings or Zoom Webinars. Additionally, in the near future, Zoom Surveys will extend its integration to encompass Zoom Team Chat, Zoom Phone, Zoom Events, and Zoom Scheduler. 

Have you tried equipping your Zoom Meetings or Zoom Webinars of a survey or a poll yet?


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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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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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