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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

Back from leave and need to catch up? Zoom AI Companion 2.0 is here to help!

Coming back to work after being on leave can be overwhelming. The inbox is flooded, projects have progressed, and you feel like you're playing catch-up.  However, my recent experience with Zoom AI Companion 2.0 made this transition surprisingly smoo... Show more

Coming back to work after being on leave can be overwhelming. The inbox is flooded, projects have progressed, and you feel like you're playing catch-up. 😫 However, my recent experience with Zoom AI Companion 2.0 made this transition surprisingly smooth and efficient. 

 

Here's how it helped me get back on track:

 

Meeting Summaries at a Glance

The first thing I did was review the AIC-generated summaries of all the meetings I missed. These concise yet comprehensive summaries gave me key discussion points, action items assigned, and decisions made.This overview allowed me to quickly understand what transpired in my absence without having to watch hours of recorded meetings, read long chat threads, or reach out to my colleagues to get updates.

 

Intelligent Q&A

Zoom AI Companion 2.0 allowed me to ask specific questions about the meetings and projects. Some questions I asked were "Help me catch up with the scheduled meetings last week." and "What meetings do I have scheduled for the week?" AIC provided accurate answers, pulling information from meeting transcripts and shared documents, saving me time and eliminating the need to bother my colleagues with basic questions.

 

Document Summarization

Zoom AI Companion 2.0 summarized important documents shared during my absence, such as internal team meetings and client communications. This feature allowed me to quickly grasp essential information without reading through lengthy documents.

 

Thanks to Zoom AI Companion 2.0, what could have been a stressful and time-consuming process of getting back up to speed turned into a smooth and efficient transition! AIC's ability to summarize, prioritize, and organize information allowed me to hit the ground running, feeling informed and prepared to contribute effectively from day one. 

 

To learn more about Zoom AI Companion, check out the following:

 

We look forward in seeing you in our upcoming sessions! 🚀

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New Zoom Workplace

With my Zoom Pro I never had issues but now with Zoom Workplace I have to close almost all app etc as the space Zoom Workplace takes is excessive and the quality of my call keeps on dropping. Is there any way I can optimise my memory etc whilst in Zo... Show more

With my Zoom Pro I never had issues but now with Zoom Workplace I have to close almost all app etc as the space Zoom Workplace takes is excessive and the quality of my call keeps on dropping. Is there any way I can optimise my memory etc whilst in Zoom Workplace mode?

 


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Students unable to hear Bell I ring at end of meditation .. just my voice comes through.

The micro phone will not pick up the sound of the bell at end of meditations I guide for my students in my online class room. It will only pick up my voice. My voice is loud and clear but no other sound. Need advice how to get both across. Thank you!... Show more

The micro phone will not pick up the sound of the bell at end of meditations I guide for my students in my online class room. It will only pick up my voice.  My voice is loud and clear but no other sound.  Need advice how to get both across.   Thank you!   KW   


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zoom alternative?

zoom customer's support is atrocious. I have had a webinar that I am supposed to host just disappear and now the account is saying I don't have the webinar service. Getting someone on the phone. The chat system is a joke. Anyone have any suggestions? Show more

zoom customer's support is atrocious. I have had a webinar that I am supposed to host just disappear and now the account is saying I don't have the webinar service. Getting someone on the phone. The chat system is a joke.

 

Anyone have any suggestions?


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annotation using ipads

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 wri... Show more

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


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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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Accidentally Selected an Education Account

I am trying to create a Zoom account for my job. I accidentally selected an education account as I am training teachers (I thought maybe there would be teacher specific content). I WILL NOT be working with students. Now, I cannot create the account w... Show more

I am trying to create a Zoom account for my job. I accidentally selected an education account as I am training teachers (I thought maybe there would be teacher specific content). I WILL NOT be working with students. Now, I cannot create the account without it being validated. Please help!!!!


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What's New At Zoom - May 2024 Recording & Recap

Thank you so much for taking the time to join our May What's New at Zoom webinar. If you were not able to join us, we've got you covered with a comprehensive summary of the event. Check out the recording of today's event here. Our Next What's New Web... Show more

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Thank you so much for taking the time to join our May What's New at Zoom webinar. If you were not able to join us, we've got you covered with a comprehensive summary of the event.

 

Check out the recording of today's event here.

 

Our Next What's New Webinar is on June 27th. You can also find the list of our upcoming events in the Customer Success Events page.

 

Below we have summarized the key themes from the Q&A. If you have any additional questions or follow up, kindly post a reply in the comments and a Zoomie will respond promptly.

 

 

Key Question Themes:

 

AI Companion Security

Zoom does not use any of your 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.

 

LTI Pro

 

AI Companion for Education and Healthcare

Healthcare and education customers have unique industry-specific data security and privacy concerns. As such, for those customers with BAAs in place with us, certain AI Companion features will be made available once the necessary HIPAA compliance is provided for these features.

Currently, Meeting Summary, Smart Recording for Meetings, and Thread Summary for Team Chat are available for Healthcare and Education accounts with BAAs in place. The admin settings for these features are all disabled and locked by default.

 

AI Companion Features

 

Zoom Workplace

 

Customizing Zoom Waiting Room

 

Zoom Spaces

 

You can also stay informed with up-to-date release notes that include detailed descriptions of new features, enhancements, modifications to existing features, and resolved issues. Easily navigate through updates by either date or product to explore the latest additions in the newest version of Zoom.

 

We are looking forward to seeing you on June 27th for the next webinar in this awesome series!


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Resolved! How to Get a New Account Rep?

Anyone figure out how to get an account rep that handles your account without waiting weeks for followup? I thought the previous phone company we had was bad, but Zoom seems to be worse. It was great during the sales cycle, and then just utter crap o... Show more

Anyone figure out how to get an account rep that handles your account without waiting weeks for followup?  

I thought the previous phone company we had was bad, but Zoom seems to be worse.  It was great during the sales cycle, and then just utter crap once the order was signed.


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Qualify your Attendees with Routing Forms in Zoom Scheduler

At the start of last month, I had a customer call where they raised a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prior... Show more

At the start of last month, I had a customer call where they raised  a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prioritize meeting requests. They basically wanted to streamline their scheduling process and improve efficiency.

 

So I recommended they take advantage of the Zoom Scheduler Routing Forms, it allows you to create customizable forms that automatically route meeting requests to the appropriate person or team based on the information provided by the scheduler.

 

How it Works:

  1. Create a Routing Form: Design a form with specific questions relevant to your scheduling needs (e.g., meeting topic, location, or urgency).   
  2. Set Up Routing Rules: Define the rules for routing based on the form responses. For example, you could route requests to different teams or individuals based on the meeting topic.
  3. Share the Scheduling Link: Once the routing form is set up, share the unique scheduling link with others.
  4. Automatic Routing: When someone schedules a meeting using the link, they'll be prompted to fill out the form. Their responses will then be used to automatically route the meeting request to the appropriate person or team.  
     

Luckily, they were open to the idea and tried to implement it on their IT, HR, sales, and customer support departments. They soon realized that this tool helped customers save time and improve their team's response times. They gladly shared what they did with the feature in a sync with me last week.

 

They had their IT support teams route requests based on issue severity. Their HR directed interview requests to the appropriate hiring managers. And their Sales teams qualified leads and scheduled product demos more efficiently. It was a fun and engaging meeting, good enough to share this here to let Zoom users know that it's available and it works.

 

By automating the routing process, Zoom users can ensure that meeting requests are handled promptly and effectively. I'm sharing this in hopes that Zoom Users can get the most out of the Zoom Scheduler and have the right attendees book the right meetings. 

 

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