Say goodbye to generic meeting notes. With the latest enhancement to our AI Companion, you can now turn your meetings into tailored, actionable summaries—thanks to 11 purpose-built templates designed to match your specific meeting goals.

Whether you're conducting a team sync, preparing for a client review, diving into a problem analysis or conducting an online class to students, there's a template ready to fit the structure and tone you need. Ten templates are available right now with AI Companion, and for those using our Custom AI Companion add-on, you'll gain access to a special Problem, Root Cause & Solution (PRS) template—ideal for issue resolution workflows.

Pick a Template, Boost Your Focus

Customize your default summary template for all meetings, or switch it up depending on the conversation. Having a 1-on-1? There’s a format for that. Running a brainstorming session or retrospective? There’s a format for that too. Each template ensures your meeting output aligns with your intended outcomes.

Less Time Editing, More Time Doing

By aligning your summaries with your meeting type, you eliminate the need to manually reformat or rephrase notes. For example, selecting the PRS template instantly organizes your discussion into clearly defined sections—making it easier to communicate findings and next steps with stakeholders.

The right format helps you and your team stay on track, follow up faster, and keep everyone aligned without lifting a finger.

Referencing here the Knowledge Base article to learn more about Using Meeting Summary Templates and a Youtube video on Custom AI Companion: Meeting Summary Templates

Interested to learn more? Feel free to follow, share and join our Zoom Customer Success Hub! Discover and access our upcoming and on-demand events designed to enhance your Zoom experience, including live trainings, what's new sessions, open office hours, customer discussions, and more!

Customer expectations have never been higher, and businesses are feeling it. As consumers, we want a fast resolution to product or service issues when and where they arise. Anything less only leads to unnecessary frustration. Meeting these standards isn’t just vital; it’s what separates thriving brands from struggling ones. That’s where the power of AI comes in.

But while AI has incredible potential for customer experience (CX) transformation, simply implementing it isn’t enough. Many companies are falling short, frustrating customers and agents alike.  

In this post, we bring you into the era of agentic AI. We explore the shift from reactive chatbots that follow scripts to intelligent AI agents that reason, adapt, and act to solve complex challenges autonomously. Plus, we’ll share how Zoom brings agentic AI to life through  the next evolution of  Zoom Virtual Agent — an always-on, and proactive self-service solution that doesn’t just respond, but acts with purpose to solve customer needs.  

Why AI for CX matters more than ever

Did you know that customers will walk away from a brand after just one or two negative experiences? In a 2024 survey by Zoom, 63% of respondents said they would. Think about that for a second. All the time and money you’ve spent acquiring new customers can be undone by just one or two missteps. 

At the same time, consumers have more choices than ever before. Clever advertising and marketing are no longer enough to build lasting loyalty. It’s much more likely to be earned through every text, call, and chat with your brand. Every time you let a customer know their order has shipped or you answer their inquiry within minutes, you’re laying the foundation for a long-lasting relationship. Loyalty-building is where AI, when used effectively, can make an undeniable impact. It allows businesses to: 

• Deliver quick and personalized service that feels effortless.
• Scale support without compromising quality.
• Proactively solve problems, often before customers even notice them.
• But here’s the challenge: The way many organizations leverage AI today is outdated, leading to missed opportunities and disconnection. What’s the problem? It all comes down to the HOW of AI implementation.

The common pitfalls of AI in CX

If you’ve started integrating AI into your CX strategy, you might have already faced some of these frustrations along the way:

1. Static AI: Scripts and pre-programmed FAQs don’t allow flexibility in customer inquiries. If you word a question differently, customers may hit a dead end and find themselves in the dreaded “chatbot loop.”
2. Rule-based systems: While they are a step up, they require constant tweaking for complex, multi-step customer scenarios. It can be an ongoing manual effort that restricts your team’s ability to be nimble.
3. Siloed AI: Customers can feel disconnected and irritated when AI systems don’t share data across touchpoints. When one department doesn’t know what the other is doing, it leaves gaps in the service and insights generated.

These irritations disappoint customers and end up weighing down your teams. Agents face repetitive tasks and inconsistent data. Supervisors struggle to track performance holistically, while CX leaders lose the ability to come up with scalable strategies.

The result? Businesses fail to benefit from the efficiency and satisfaction improvements AI promised, only to be left with a costly bill. The good news: we’re entering a new era that clears the path forward and helps you with your AI implementation woes.

Enter the age of AI-first CX

To deliver what customers actually want, businesses need to go beyond traditional self-service methods. The future lies in smart, connected, and action-driven AI self-service solutions. Here’s how this new era of AI can transform CX for the better:

1. From automation to connection

Modern AI has moved beyond static chatbots. Today’s intelligent systems perform sophisticated tasks across channels, including voice, chat, and email. They don’t just answer questions; they can recognize patterns, adapt, and improve in real time. This sets the stage for more natural, conversational customer experiences.

In practice, this is how it could work for a restaurant: Instead of just listing menu items when a customer calls, an AI self-service solution could reserve a table, email dietary options, and use the opportunity to upsell a dessert. All seamless. All proactive.

2. Agentic AI unlocks new capabilities

The next frontier is agentic AI. This means moving beyond AI that simply supports agents to AI that takes autonomous actions, resolving issues for customers with minimal human involvement. Here’s what sets agentic AI apart:

• Reasoning: It analyzes a situation, understands customer context, and provides dynamic, relevant responses.
• Memory: It learns from past interactions to improve personalization.
• Action: It handles complex workflows end-to-end, like booking appointments, issuing refunds, or diagnosing technical issues.

Perhaps most exciting, agentic AI reduces the need for constant human oversight while delivering faster, scalable results.

CX analysts, such as Mila D’Antonio, predicted the rise of agentic AI earlier this year: “AI agents will become commonplace in CX, integrated within customer engagement platforms and handling low-value tasks autonomously.” It’s a rapid transformation that Gartner backs up with their prediction that agentic AI will resolve 80 percent of common customer service issues without intervention by 2029. 

3. Breaking down silos

Your customers expect seamless experiences across channels, or, in other words, a true omnichannel experience. But legacy systems often create fragmented interactions. Businesses can meet customers’ expectations and deliver continuity throughout their journeys by connecting AI platforms across marketing, sales, and operations.

For instance, imagine a customer who starts with a virtual agent query but has more questions. The customer’s query is seamlessly escalated to a call with a live agent—no repeating, no starting over. Post-call, they receive personalized follow-up emails unique to their query and situation. With integrated AI, all these systems work together to enhance the care you provide, turning a stressful interaction into a memorable experience your customer will want to share with others.

What if you could go a step further, leveraging insights from each interaction to continuously improve self-service, with minimal human involvement? This is where the next generation of Zoom Virtual Agent comes in.

Where does the next generation of Zoom Virtual Agent fit?

At Zoom, we’ve been at the forefront of this agentic AI transformation. The next-generation Zoom Virtual Agent takes CX to the next level. It’s more than a virtual agent; it’s an agentic powerhouse designed for today’s challenges. It delivers:

• Human-like conversations: It leverages natural language processing (NLP) to deliver personalized, empathetic responses tailored to each customer.
• End-to-end resolution: It reasons based on customer needs and priorities, autonomously taking action to resolve complex issues from start to finish.
• Proactive solutions: Zoom Virtual Agent doesn’t wait for the customer to outline every issue. It actively anticipates needs and delivers solutions.
• Seamless integration: It works effortlessly across the contact center and other enterprise workflows to create seamless handoffs to agents, data continuity, and stronger customer outcomes.

Rather than just putting out fires, Zoom Virtual Agent goes a step further to help build lasting customer relationships. By integrating with Zoom Quality Management, it can evaluate up to 100% of interactions across multiple channels, surfacing what went wrong and identifying opportunities to optimize each AI agent’s performance. This end-to-end integration is key because everything happens on one unified platform powered by AI. The result is a customer experience that’s consistent, fast, and accurate, which continuously improves over time. 

 Read more about Zoom Virtual Agent here.

Why CX leaders need to act now

If your business isn’t fully realizing the benefits of AI in your CX strategy, ask yourself:

• Are your customers met with frustration instead of solutions?
• Are your teams struggling to manage inefficiencies, repetitive tasks, and blind spots?
• Is your current AI leaving you with fragmented data or insights?
• Are you under pressure to scale support without scaling costs?

The right AI can turn around how your business operates, but the time is now. Customers certainly won’t wait. Competitors are moving forward. It’s time to rethink your CX strategy.

Take the next step – watch our webinar

Want to learn more about how AI self-service and agentic AI can transform your CX? Our latest webinar dives deep into the biggest challenges CX leaders face today and how Zoom Virtual Agent is changing the game.

Get ready for the new era of CX today. Sign up for the webinar now.

Original article posted in: Zoom Blog 

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