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Important updates from Zoom Support:
  • Starting February 3, 2025, Zoom Phone customers must add their phone numbers to an approved 10DLC campaign in order to use SMS/MMS capabilities on their numbers.

  • Introducing more live support options! More Zoom customers now have access to live agent chat support. Sign in and visit our Contact Support page to see all your available support options. We’re here to help!

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

Unlocking the Power of Zoom AI Companion: Your Comprehensive Onboarding Guide

Artificial Intelligence, or AI, has been taking the world by storm, and Zoom is not being left out. The Zoom AI Companion is an AI assistant that works across the Zoom platform, facilitating higher individual productivity and better team collaboratio... Show more

Artificial Intelligence, or AI, has been taking the world by storm, and Zoom is not being left out. The Zoom AI Companion is an AI assistant that works across the Zoom platform, facilitating higher individual productivity and better team collaboration. But are you able to keep up with all the updates and new features that Zoom AI Companion offers? If you are ready to fully engage with this feature, we provide you with easy-to-find assets to help you and your employees or users get excited about and start using AI Companion features. This includes a collection of user guides, templates, best practices, demo videos, and more to help inform employees and users about the available AI Companion features and how everyone can enable them.

Introducing our Zoom AI Companion Onboarding Center!

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In the Zoom AI Companion Onboarding Center, you’ll find Digital Posters and User Guides to promote the AI Companion features for all our products. Additionally, you’ll find Email Templates to help you inform your employees or users and encourage the use of the AI Companion features in your organization. These templates include links to the different assets available to get them started! The templates can all be customized to better fit your organization, so feel free to put your own spin on them.

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And how about hearing out your employees’ or users’ thoughts on these AI Companion features? The Zoom AI Companion Onboarding Center also has a Survey Template that you can utilize. You’ll find sample questions to help you engage and measure their sentiments while you implement the AI Companion features.

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What are you waiting for? Explore the Zoom AI Companion Onboarding Center and take advantage of these valuable resources!


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Have You Noticed Zoom's Enhanced UI and Toolbar?

We're constantly striving to improve our user experience, and a recent client meeting provided a valuable opportunity. When sharing my screen with the sales team, they noticed a difference in our toolbars. This led to a great discussion about persona... Show more

We're constantly striving to improve our user experience, and a recent client meeting provided a valuable opportunity. When sharing my screen with the sales team, they noticed a difference in our toolbars. This led to a great discussion about personalization. I was excited to demonstrate the several new features we've added to create a more customized meeting experience for everyone.

 

 

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Enhanced Visibility & Personalized Workflow:

  • Goodbye, Hunting for Icons: We've made the icons easier to see at a glance, streamlining your navigation.
  • Tailored to You: Now you can customize the toolbar layout! Drag and drop frequently used icons (like share or reactions) to a location that suits your workflow best.

 Default Tool Placements:

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 Sample Personalized Tool Placements:

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Make the toolbar work for you by arranging the tools the way you like! Choose the option that best suits the overall tone of your communication.


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Booking Made Easy with Zoom Scheduler

Met with Angela, during a business review session. Angela and her team are always on the go, juggling multiple projects and collaborating across various platforms. The constant need to switch between scheduling apps and video conferencing tools was t... Show more

Met with Angela, during a business review session. Angela and her team are always on the go, juggling multiple projects and collaborating across various platforms. The constant need to switch between scheduling apps and video conferencing tools was taking a toll on their productivity.

 

After the upgrade (Zoom One Business to Zoom Workplace Business), they had Zoom Scheduler added to the bundle, and it revolutionized their workflow. "The switching of tabs from one platform to another was draining our productivity across the board. Switching between our calendar app and Zoom for every meeting was a nightmare," Angela mentioned. "With Zoom Scheduler, everything is integrated. We can schedule, join, and manage meetings all in one place."

 

The seamless integration of Zoom Scheduler has transformed how Angela’s team operates. "It's like having a personal assistant that handles all our scheduling needs," Angela shares.

Thanks to Zoom Scheduler, the entire organization has reclaimed valuable time and boosted their productivity. "It's a game-changer for us," Angela says. "No more toggle tax, just smooth, efficient meetings."

 

Join Angela and her team, along with countless others who have found a smarter way to work with Zoom Scheduler.

 

Zoom Scheduler

Zoom Scheduler Demo

 


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Work Smarter: Team-up with Zoom Phone's AI Companion

If you are feeling overwhelmed by phone calls, voicemails, and the constant struggle to capture important information, Zoom Phone AI Companion is here to help. Based on the feedback I've received from customers on recent business reviews conducted, a... Show more

If you are feeling overwhelmed by phone calls, voicemails, and the constant struggle to capture important information,  Zoom Phone AI Companion is here to help. 

Based on the feedback I've received from customers on recent business reviews conducted, a significant number of them expressed consistent praises with the new features of AI Companion for Zoom Phone. Customers love its ability summarize phone calls and generate voicemail tasks because it improved their team's productivity, efficiency, and focus.

Imagine an intelligent assistant that can:

Summarize Phone Conversations: AI Companion captures the conversation essence, generating concise summaries that highlight key points, decisions, and next steps. No more frantic note-taking during calls to remember details after a call.
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Key Benefit: You can focus more on the conversation and avoid the struggle of remembering details because the summary provides a clear reference for both parties making sure everyone is aligned on next steps.
 

Extract Voicemail Tasks: AI Companion analyzes the transcribed voicemail message to identify actionable items mentioned in the voicemail. If tasks were identified, AI Companion creates a list of tasks directly within the voicemail interface.
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Key Benefit: No more sifting through voicemails to find specific information. You can easily see a list of potential tasks associated with each message, saving time spent listening to entire messages for details. By focusing on the tasks identified by AI Companion, you can prioritize your actions and ensure important requests don't get lost in the shuffle.
 

Prioritize Important Voicemail: AI Companion helps you tackle the ever-growing mountain of voicemails by sorting them based on importance. You get to set up keywords or topics that are important to you. This could be anything from "client" or "urgent" to specific project names or names of important contacts. AI Companion then analyzes the text of each message to see if it matches your predefined criteria. Voicemails that contain your chosen keywords or topics are labeled and placed higher in your voicemail inbox, ensuring they get your attention first.
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Key Benefit: You can focus on the most important messages first, and respond to vital calls promptly, saving you time and ensuring critical information isn't buried under less urgent voicemails.
 

Summarize SMS Threads: AI Companion analyzes your SMS conversations to identify key points and generate summaries. These summaries include the main topic of discussion, decisions, and any action items or next steps.
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Key Benefit: You can easily recall key points and details from SMS conversations without scrolling through long message threads as the summaries capture the essence of the conversation, saving time by quickly understanding the overall flow of the conversation. You can prioritize responses and avoid the need to reread lengthy message chains.
 
Here's a short video which showcases all these amazing features.
 
All these valuable features is available at no additional cost with qualifying Zoom Phone plans. Don't wait to unlock the potential of AI-powered communication. Enable it now and discover how Zoom Phone AI Companion can revolutionize the way you manage your calls!


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Ensuring Secure Connections: Navigating Zoom's Security Features

In an increasingly interconnected world, the advent of virtual communication platforms has revolutionized how we connect, collaborate, and conduct business remotely. Among these platforms, Zoom has emerged as a frontrunner, providing seamless video c... Show more

 

In an increasingly interconnected world, the advent of virtual communication platforms has revolutionized how we connect, collaborate, and conduct business remotely. Among these platforms, Zoom has emerged as a frontrunner, providing seamless video conferencing solutions to millions worldwide.  This article delves into Zoom's security landscape, exploring essential features and best practices to safeguard your virtual meetings and interactions.

 

Understanding Zoom's Security Features

Zoom has responded to security challenges with a series of updates and features designed to enhance user protection. Key elements include:

1. Meeting IDs and Passwords: Every Zoom meeting is assigned a unique Meeting ID and password by default, preventing unauthorized participants from joining.

2.Waiting Rooms: This feature allows hosts to control who enters the meeting by placing participants in a virtual waiting area before granting them access.

3. Host Controls: Hosts have extensive controls over meetings, including the ability to mute participants, disable video, and remove disruptive individuals if necessary.

4. End-to-End Encryption (E2EE): For enhanced security, Zoom offers optional E2EE for meetings, ensuring that even Zoom itself cannot access meeting content.

5. Multi-Factor Authentication (MFA): Users can enable MFA to add an extra layer of security to their accounts, reducing the risk of unauthorized access.

 

Best Practices for Secure Zoom Meetings

While Zoom provides robust security features, users play a crucial role in maintaining a secure environment. Consider these best practices:

1. Keep Software Updated: Regularly update the Zoom client to ensure you have the latest security patches and enhancements.

2. Use Strong Passwords: Create strong, unique passwords for each meeting to prevent unauthorized access.

3. Control Screen Sharing: Limit screen sharing to hosts only or trusted participants to avoid disruptions from unwanted content.

4. Educate Participants*: Ensure all participants understand basic security practices, such as muting microphones when not speaking and respecting meeting etiquette.

5. Avoid Public Sharing of Meeting Links: Share meeting IDs and passwords privately and avoid posting them on public forums or social media.

6. Enable Waiting Rooms: Use waiting rooms to vet participants before allowing them to join the main meeting.

7. Report Suspicious Activity: Promptly report any suspicious behavior or security concerns to Zoom's support team.

 

Looking Ahead

As technology evolves, so too will the landscape of virtual communication security. Zoom continues to refine its security protocols and introduce new features to enhance user privacy and protection. By staying informed and adopting best practices, users can confidently leverage Zoom's capabilities while safeguarding their virtual interactions.

In conclusion, Zoom's proactive approach to addressing concerns underscores its commitment to maintaining a secure environment for all users. By understanding and utilizing Zoom's security features alongside responsible user practices, individuals and organizations alike can enjoy the benefits of virtual collaboration with peace of mind.

 

Related Article: https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0059545

 


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Resolved! What are the benefits of joining the Zoom Community?

Joining the Zoom Community provides access to a network of users and experts for sharing tips, troubleshooting, and learning about new features, enhancing your overall Zoom experience.

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Best Practices for Using Breakout Rooms in Zoom Webinars

Hey, I’m Aisha and I work at R.H. Alloys. How can I effectively utilize breakout rooms during Zoom webinars for enhanced participant engagement? Are there any advanced features or best practices that can help optimize their use?

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Customer Success Story: Lake|Flato Architects

Lake|Flato Architects saves 100 hours a week by consolidating on Zoom Workplace! https://www.zoom.com/en/customer-stories/lake-flato/ When Lake|Flato Architects set out to build the modern, inclusive workspace for hybrid teams, they chose Zoom as the... Show more

Lake|Flato Architects saves 100 hours a week by consolidating on Zoom Workplace!

 

https://www.zoom.com/en/customer-stories/lake-flato/

 

When Lake|Flato Architects set out to build the modern, inclusive workspace for hybrid teams, they chose Zoom as their tech platform—putting in-office and remote workers on equal footing and equipping them with a robust set of productivity-boosting tools. Check out our latest case study to learn how they are...

 

Saving time and boosting productivity with Zoom AI Companion Meeting Summary and Whiteboard Content Generation

🏢 Putting everyone on equal footing with Zoom Rooms

📣 Leveraging Digital Signage as a new marketing channel

💡 Collaborating effortlessly with Zoom Whiteboard

☎️ Working more efficiently with Zoom Phone

 

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Zoom Scheduler Success Stories Keep Coming!

Following @iambobsat's recent post highlighting the productivity boost Zoom Scheduler brings to busy teams, I wanted to share another customer story that showcases the platform's surprising versatility. During a recent meeting, I encountered a custom... Show more

Following @iambobsat's recent post highlighting the productivity boost Zoom Scheduler brings to busy teams, I wanted to share another customer story that showcases the platform's surprising versatility.

 

During a recent meeting, I encountered a customer who expressed high interest in Zoom Scheduler, but for another use case. Their need involved creating meeting schedules for someone else – think executive assistants scheduling meetings for their CEOs.

 

This scenario might not be the first that comes to mind when considering Zoom Scheduler, but the beauty lies in its adaptability. The solution? Team Schedules. This feature allows you to create a central hub for a group's meetings. This is perfect for assistants who manage the calendars of executives or other team members. They can easily schedule meetings directly on the team calendar, ensuring everyone's availability is accounted for.

 

But now, there is a new feature available for account and group admins that will empower them to not only create One to One schedules for themselves but also for other users within their account or group. This means assistants can leverage Zoom Scheduler's seamless integration to effortlessly manage their executives' calendars, eliminating the back-and-forth emails and ensuring a streamlined scheduling process.

 

Do you think this feature would benefit your team? If so, give it a go! Check out Getting Started with Zoom Scheduler for more information.

 

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NEW SPACE NOW LIVE - OnDemand Learning

I am very excited to announce the launch of a new space within the Zoom Community CS Forum, OnDemand Learning. Ever thought how convenient it would be to quickly access a recording anytime for a Zoom product training, what's new session, open office ... Show more

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I am very excited to announce the launch of a new space within the Zoom Community CS Forum, OnDemand Learning.

 

Ever thought how convenient it would be to quickly access a recording anytime for a Zoom product training, what's new session, open office hour, customer discussion, or much more? Now you can!

 

New content will added and updated on a continual basis.

 

Head over to our new page today to check it out here!!

 

 

 


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