Customer Success Forum
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

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

Latest Posts Trending Posts Solved Unanswered

🎬 How I Keep Training Videos Fresh with Zoom Clips

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 cur... Show more
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 required: Record, trim, combine, and share—all in Zoom Clips

⚡ My 10-Minute Workflow

  1. Record short segments in Clips (feature A, feature B, intro/outro). Trim as needed.
  2. Combine: Select segments in your Clips library and create one stitched video, adjusting each segment's in/out points in the preview.
  3. Share the master video via link or download. Add tags for easy discovery.
  4. Pro tip: Enable cloud recordings in Zoom Clips to repurpose great demo moments from live sessions.

💡 More Use Cases

  • Product releases: Stitch monthly "what's new" chapters
  • Onboarding: Build role-based playlists and update modules independently
  • Sales demos: Keep core demo steady, swap chapters when workflows change
  • Support tutorials: Replace only the steps that changed
  • Executive comms: Assemble town-hall recaps into concise clips

🔧 Admin Setup

  • Enable Zoom Clips for the right groups
  • Turn on "add cloud recordings to Clips" to repurpose webinar segments

📊 What I Track

  • Time to update training (goal: under 10 minutes per chapter)
  • View-through rates on combined vs. single long recordings
  • Reduction in "this is outdated" viewer sentiment

🎥 Quick Demo


Show less

reply-icon Latest Reply - 

zoom education

Is the webiner meeting opening feature included in the zoom training package?

reply-icon Latest Reply - 

My Experience with Zoom’s Auto-Call Feature: A Game-Changer for Busy Days

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 da... Show more

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 attend starts, Zoom automatically calls me, and I get a prompt on my screen with options to Join or Decline the meeting.

If I’m ready, I simply tap Join and jump right in. If I’m tied up or running late, I can tap Decline — and a message will appear reminding me that if I’m running late, I can join the meeting anytime by clicking the invite link later.

iambobsat_1-1760038425395.png

 

What I Love Most?

 

  • It’s effortless: I don’t have to remember to click “Join” at the exact time.

  • The clear Join or Decline options let me decide in the moment if I can attend or need to catch up later.

  • The helpful reminder message about joining later if I’m running late is reassuring.

  • It works great for ad hoc meetings too — if I’m on the invite list and the meeting starts, Zoom calls me automatically.

  • No more missed or delayed starts means more productive conversations.

 

How To Get Started? 

If you’re like me and handle multiple meetings a day, I highly recommend trying out Auto-Call. Here’s how to enable it:

  1. Open the Zoom desktop app and click your profile picture.

  2. Go to Settings > General.

  3. Under the Auto-call section, toggle on “Automatically receive a call when a scheduled meeting starts.”

  4. Or, on your desktop client, go to General > Auto-Call (see image below). 

iambobsat_2-1760038628584.jpeg

 

Give it a shot — it’s a small change with a big impact on staying connected and on time!

 

 


Show less

reply-icon Latest Reply - 

Zoom Revenue Accelerator: 営業担当向け会話型インテリジェンス

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% が営業の通話中に自分のビデオフィードをオンにすると、取引の締結がスムーズになると述べています。このような商談で、もっとも効果的な戦略ともっとも効果の低い戦略を特定し、次の商談に向けたテクニックの改善に役立つソリューションがあるとしたらど... Show more

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% が営業の通話中に自分のビデオフィードをオンにすると、取引の締結がスムーズになると述べています。このような商談で、もっとも効果的な戦略ともっとも効果の低い戦略を特定し、次の商談に向けたテクニックの改善に役立つソリューションがあるとしたらどうでしょうか？

Zoom Meetings 対応の会話型インテリジェンス ソフトウェアである Zoom Revenue Accelerator を使用すると、営業チームは顧客とのやり取りから有意義かつ実用的なインサイトを得て、営業担当のパフォーマンスと顧客体験を向上させることができます。

会話型 AI で営業 IQ を強化する

Zoom Revenue Accelerator は、顧客とのやり取りを分析して、営業ミーティングから重要なインサイト、アクション、コンテンツを特定します。営業リーダーはこのデータを使用して、営業チームに関する十分な情報に基づいた管理上の意思決定を行うこともできます。

 

 

会話中に Zoom Revenue Accelerator が分析し、インサイトを生成するための指標の一部を次に示します。

  • 適切な質問 - 顧客に適切な質問をすることは、営業プロセスの重要なステップです。Zoom Revenue Accelerator は、顧客がユーザーの質問に回答するたびにそれを記録し、営業担当が質問の内容と方法を改善できるようにします。
  • 最長の発言 - 調査によると、顧客は平均してプレゼンテーション内容の 10 パーセントしか覚えていません。ユーザーは、会話を簡潔に保てるようにレコーディングの概要から会話の長さと速さをすぐに確認できます。
  • 次のステップ - 顧客に明確な次のステップを提供することは、意思決定を促す重要ポイントです。このソリューションにより、営業担当が見込み顧客に対する営業プロセスの次のステップを説明するたびにその内容が記録され、同担当が顧客の購買意欲を促進する様子についての重要なインサイトがマネージャーに提供されます。また、営業担当もその記録を簡単に参照できるため、説明内容を忘れることはありません。

実績のある営業戦略と豊富なデータに基づく実用的なインサイトにより、組織は新しい営業担当のオンボーディング プロセスの合理化、最新の営業方法の構築、営業チームのさらなる発展を実現できます。

優れた顧客インサイトには大きな力があります

Zoom Revenue Accelerator で以下の機能を使用することで、個人およびチームのセールス パフォーマンスを高めることもできます。

  • パーソナライズされたフィードバックの提供 - 特に大規模な営業チームでは、通話のシャドーイングと営業通話のレビューに多くの時間と労力がかかります。Zoom Revenue Accelerator により、営業担当とチーム両方の改善分野を簡単に特定するための視覚的なソリューションがマネージャーに提供されます。
  • エビデンスに基づいた意思決定 - 営業実績に関連するデータの全体的かつ直感的な解釈を取得することは、困難で費用がかかる場合があります。 この会話型インテリジェンス ソリューションにより、営業チームは会話型分析を簡単に確認でき、努力と投資をどこに向けるかに関する重要な決定を下すのに役立ちます。
  • 営業担当の生産性向上 - 特にリストに多数のクライアントが記載されている場合、通話、アカウント、および営業プロセスの進捗の追跡が課題となります。Zoom Revenue Accelerator は、自動化やクイック検索機能などにより営業担当の生産性を高め、よりシームレスかつ整然とした顧客体験を構築できます。

会話型インテリジェンスの力を発見する

Zoom Revenue Accelerator のウェブページにアクセスして、この会話型インテリジェンス ソリューションが、パフォーマンスと顧客体験の向上に役立つ仕組みについて詳しくご確認ください。


以下、原文の投稿をご参照ください：
https://www.zoom.com/ja/blog/zoom-revenue-accelerator/


Show less

Zoom Contact Centre Email - issue

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... Show more

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?


Show less

User types

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

reply-icon Latest Reply - 

AI Responsibly: Zoom's Tailored Solutions for Data Governance

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... Show more
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 their data residency preferences, compliance requirements and account availability.
 
No matter what deployment option a customer uses for AI Companion, Zoom's commitment to responsible AI remains. In line with these commitments to responsible AI, we do not use any customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models. Your content is your content, and this applies to all of our AI Companion deployment options.

Keeping it close with ZMO: A fully Zoom-managed approach

 

If it's important to you to limit data processing to the Zoom Platform, Zoom-hosted Models Only (ZMO) is the option for you. Available AI features are powered solely by Zoom-hosted models running on infrastructure managed directly by Zoom. With ZMO, the AI models are hosted in the region where your account is provisioned and allows us to process the data in region within the Zoom trust boundary.
 
Available AI Companion features are powered by Zoom-hosted models running on infrastructure managed by Zoom. That means:
 
  • Content data used for AI Companion is processed within Zoom's infrastructure
  • Deployment aligns with data residency preferences for supported regions
 
ZMO is a good fit for highly regulated industries or customers with strict internal policies that still want to utilize AI capabilities to enable features like Meeting Summary.
 
However, because this approach does not use external model providers, AI Companion features that rely on third-party model providers are not available with this hosting option. Currently, AI Companion's ZMO deployment option supports a number of popular features, among them are Meeting summary, Team Chat Compose, Whiteboard and Docs content generation, and many others.
 
For the most up-to-date details on ZMO applicable features, see the “AI Companion Features” section of the AI Companion Security and Privacy Whitepaper.
 

Utilizing Amazon Bedrock with ZM+: Enable a broader set of models in Region

 

For customers who want to use third-party models, but still want to keep AI model processing under Zoom's technical control, Zoom-hosted Models Plus (ZM+) offers a compelling solution.
 
This approach adds Anthropic’s large language models running on Amazon Bedrock to the Zoom-hosted models. Amazon Bedrock is a fully managed service provided through Zoom’s existing cloud services provider AWS. Importantly, Bedrock allows AI Companion to be powered by cutting-edge third-party models—such as those from Anthropic—without sending user content to those model providers.
 
In short:
 
  • AI Companion data processing remains
  • Utilizes trusted and familiar AWS infrastructure
  • Aligns with data residency preferences for supported regions
 
While ZM+ provides for an expanded set of AI models, not all AI Companion features are currently supported. For more information, see the “AI Companion Features” section of the AI Companion Security and Privacy Whitepaper.
 

For customers choosing to utilize Zoom's European infrastructure, ZM+ is the default AI Companion deployment option. To change to ZMO, please reach out to Zoom support or your account team. Customers hosted in regions beyond the U.S. or the EU, can access available AI Companion features through ZMO. We are currently in the process of rolling out ZM+ to more regions.

 

Bring your own data to customize your AI Companion

 

ZM+ has another advantage compared to ZMO as this option is now available with Custom AI Companion. This premium add-on for AI Companion powers the customization of AI Companion’s agents and skills to expand its knowledge for your organization. 

With Custom AI Companion paid add-on for Zoom Workplace plans, you can include information from your organizational data sources, including third-party applications, using Zoom AI Studio for expanded knowledge to help drive decisions, actions, and complete tasks.
 

Unleash the full power of Zoom AI Companion with federated AI and access to industry-leading models

 

For customers looking for the full experience with everything Zoom AI Companion has to offer, utilizing our federated AI approach is the right choice.

This approach comes in two flavors:
For customers provisioned on our global data cluster, we currently offer our full portfolio of AI models —from Zoom-hosted models to leading third-party AI model providers and services like Anthropic, OpenAI, and Perplexity.

Our federated AI approach:
 
  • supports the widest range of AI Companion features;
  • enables use of large language models from leading providers.
 
This option is perfect for organizations focused on innovation and performance who are comfortable with external model usage and AI Companion data being processed outside our trust boundary. And as with other approaches, inline with Zoom's commitment to responsible AI, we have implemented controls to ensure that customer content data is not used for training models. This includes use of features that require third-party AI providers.

For customers provisioned on our local data cluster, for example in Europe, we offer a combination of ZMO and ZM+ with additional models by OpenAI and Elvenlabs available for Zoom Contact Center. The communication with these models is done via API-Calls to data centers in the region.
 

Choose what works for you: A flexible AI strategy built around trust

 

With our flexible approach to AI, you don’t have to choose between performance and compliance. Whether you’re running in highly regulated environments or scaling innovation fast, Zoom gives you the ability to align AI usage with your data governance priorities.

 

Deployment Option
Data Residency Support
GDPR Alignment
Third-Party AI Model Providers
Supported Regional Infrastructure
ZMO
Aligns with data residency preferences for supported regions
Supported
No
US, EU, SG, KSA, AU, IN, CA
ZM+
Aligns with data residency preferences for supported regions
Supported
Anthropic via Amazon Bedrock (hosted on AWS)
US, EU
Federated
Might involve global processing, including the US
Supported
Anthropic, OpenAI, Perplexity
US, EU

 

 

It's also important to consider other aspects including performance, use cases, and desired feature sets. Whether you're operating in a highly regulated environment or pursuing cutting-edge AI capabilities, Zoom provides the right level of control.

For more detailed information on how and why we use data—and how it’s processed and stored—check out our blog post A Legal and Compliance Guide to Zoom AI Companion or watch the recording of our webinar  Zoom’s approach to AI privacy & security.

 

Original post: Zoom Blog


Show less

Zoom が 2023 年度 Gartner® Magic Quadrant™ UCaaS 部門で世界のリーダーに 4 年連続で選出

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... Show more

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 Quadrant UCaaS（Unified Communications as a Service）部門で、世界のリーダーに 4 年連続で選出されました。Gartner 認定は、Zoom UCaaS サービス（Zoom Team Chat、Zoom Phone、Zoom Meetings、Zoom Whiteboard、AI など）のイノベーションに対する弊社の継続的な取り組みを評価いただいた結果だと考えています。

 

 

Zoom は、Zoom Intelligent Director、Zoom Meetings（スマート レコーディング、ヒューマン アバター、自動化サポート）、Zoom Phone（サバイバビリティ、新しいダッシュボード、国際的な拡張）などのソリューションに対する重要な機能強化、そして Zoom Mail、Zoom Calendar、Zoom Scheduler のリリースが Magic Quadrant の評価につながったものと確信しています。

Zoom の最高事業成長責任者である Graeme Geddes は「Gartner Magic Quadrant UCaaS 部門のリーダーに 4 年連続で選出いただいたことを光栄に思います。これは優れた UCaaS 体験を提供するため、継続的に取り組んできた成果と感じております。Zoom プラットフォームのイノベーションと進化を継続するにあたり、今後もお客様が抱える本質的な問題の解決や無限に広がる人同士のつながりの実現に、誠意を持って対応してまいります」と述べています。

Zoom の​ UCaaS プラットフォームがあれば、チームはいつでもどこからでも必要な時にコミュニケーションを取り、コラボレーションすることができます。550 万件を超えるライセンス販売（2023 年度に達成）という Zoom Phone の輝かしい実績が示すように、Zoom は今年度、ユニファイド コラボレーション プラットフォームの進化を加速させました。現在、Zoom では同様の戦略を Zoom Contact Center に対して実行しています。この戦略は 2023 年度初頭に開始され、本サービスの機能や連携を大きく拡張させました。

Zoom のスマート AI アシスタント、Zoom AI Companion は、生産性を高め、チームメイトとのつながりやコラボレーションを維持し、スキルを強化することで、個人の能力強化をサポートします。AI により人々はスムーズに業務を進行できるようになるため、Zoom はすべての人が AI のメリットを享受すべきと考えています。このような理由から、AI Companion は Zoom ユーザー アカウントの有料サービスで、追加料金なしでご利用いただけるようになっています。

Zoom の AI 搭載型会話インテリジェンス ソリューション、Zoom Revenue Accelerator が役立つのは、会話インテリジェンスを商談へと簡単に組み込めるからです。会話インテリジェンスでは、AI を使用して商談データを分析し、有益な情報（見込み顧客が特定の競合他社について言及する頻度など）を活用して営業担当者をサポートすることで、チームに新たなレベルのインサイトをもたらします。

2023 年度 Gartner Magic Quadrant UCaaS 部門の世界リーダー選出に関するレポート全文をぜひご覧ください。Zoom が UCaaS プロバイダーのリーダーに選出された理由がおわかりいただけるかと思います。

出典:

Gartner, Magic Quadrant for Unified Communications as a Service, Worldwide, Rafael Benitez, Megan Fernandez, Christopher Trueman, Pankil Sheth, 28 November 2023

免責事項:

ガートナーは、自社の研究出版物に記載されているベンダー、製品、サービスを支援しないだけでなく、ユーザーに対して、最高評価やその他の称号を得ているベンダー選ぶよう助言することはありません。Gartner の調査出版物は、Gartner の調査組織の意見から構成されたもので、事実を陳述したものと解釈すべきではありません。ガートナーは、明示・暗示に関わらず、特定の目的による市場性または適切性の保証を含め、研究に関する一切の保証を拒絶します。

GARTNER は米国の Gartner, Inc. と米国内外の関連会社の登録商標およびサービスマークであり、MAGIC QUADRANT は同組織の登録商標に該当します。ここでは許可を得た上で使用しています。

以下、原文の投稿をご参照ください：
https://www.zoom.com/ja/blog/zoom-2023-gartner-magic-quadrant-ucaas-leader/




Show less

Which parameter used to identify basic, licnece and on-prem (permission levels) in SCIM and REST API

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

How an IT Manager Turned the Zoom Workplace Dashboard into a Strategic Tool

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 w... Show more

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, she knows exactly where to step in with targeted training before the renewal date hits.

"What’s actually breaking?" Instead of waiting for a flood of support tickets, she uses the System Health section to proactively spot network performance dips, identify problem conference rooms, or see if a specific geographic area is experiencing quality issues. She said it lets her be the hero who fixes a problem before anyone even complains!

"Is our investment in AI paying off?" She tracks usage of AI Companion features like meeting summaries and smart tasks. This data allows her to directly demonstrate the value of the latest innovation back to her leadership team.

 

Here’s the story that sealed the deal for me. A perfect example of strategic resource management:

She was challenged by their leadership to find ways to maximize their total investment across the entire Zoom portfolio. She needed to ensure every dollar spent was driving growth and productivity.

She drilled into the Zoom Phone Usage metrics on the Dashboard and identified 36 licenses with zero usage (no calls or texts) in the last 90 days. These were valid licenses that had been provisioned for former seasonal staff or employees who had transitioned to non-phone roles. The Dashboard showed her the exact users and this gave her the data and the idea to reallocate those 36 unutilized Zoom Phone licenses. She converted some of it into Zoom Contact Center licenses for their busy Support team, who desperately needed the upgrade, and used the remaining value to invest in Zoom Rooms hardware for a new executive meeting space. She didn't just cut costs, she maximized her budget’s impact by ensuring every license was actively driving business value where it was needed most. She went from being asked to "manage expenses" to being praised for "optimizing organizational resources" across the entire Workplace ecosystem.

This is the power of the Zoom Workplace Dashboard! It empowers our admins to stop guessing, stop chasing technical ghosts, and start being the strategic voice of the technology.

If you have Admin access, what's the first hidden insight you're going to uncover in your Workplace Dashboard? Kindly share your stories below! We'd love to hear it. 💙

 

Additional References:

Using the Zoom Workplace Dashboard

Viewing the Workspace Dashboard

Getting Started Using the Zoom Dashboard

Understanding Dashboard Statistics and Graphs


Show less

reply-icon Latest Reply - 

Community Champion Program

Zoom Community Champions are leaders within the Community who provide thoughtful contributions to fellow community members. They provide helpful solutions, showcase product expertise, and share success stories.
Become a Champion