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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

Zoom Revenue Accelerator from a Different Lens

You must have heard about Zoom Revenue Accelerator as one of Zoom’s top add-ons that uses machine-learning algorithms to transform customer interactions into valuable insights for identifying opportunities, assessing risks, and ultimately enabling an... Show more

You must have heard about Zoom Revenue Accelerator as one of Zoom’s top add-ons that uses machine-learning algorithms to transform customer interactions into valuable insights for identifying opportunities, assessing risks, and ultimately enabling and improving sales team performance.

Zoom Revenue Accelerator is available for Zoom Meetings and Zoom Phone and supports 12 languages(in beta) in addition to English. It has a dashboard that shows your performance over time and metrics across all your meetings, lets you gain insights into the meeting with the help of Summary and Smart Chapters, and supports CRM integration.

But, has anyone imagined any other industries that have benefited from utilizing Zoom Revenue Accelerator? – Surprisingly, there’s a lot more than just Sales! One example is this client that I have recently met who does court reporting and has greatly utilized Zoom Revenue Accelerator in their day to day functions.

Traditionally, court reporters have been tasked with the arduous job of manually transcribing spoken words in courtrooms, depositions, and other legal settings. However, with the advent of technology, this essential aspect of the legal process has evolved significantly. The essence of technology in court reporting is a fundamental transformation of the way legal proceedings are recorded, transcribed, and managed.

This most especially applies to Remote Reporting. Court reporters can connect to legal proceedings from virtually anywhere in the world using audio and video conferencing technology. This has proven especially useful during the COVID-19 pandemic, allowing courts to continue their work while adhering to safety measures. And with the use of Zoom Revenue Accelerator, no doubt that this advancement in technology empowered a more efficient and streamlined litigation process!

Do you know any other industries that benefited with the use of Zoom Revenue Accelerator?


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Designing a Healthcare Workflow

Hello I'm designing a workflow for a health clinic. If a call is started and a patient goes to a waiting room at the start, can they be put BACK into the waiting room after a doctor speaks with them? Can a host leave a call with someone in the waitin... Show more

Hello

       I'm designing a workflow for a health clinic.  If a call is started and a patient goes to a waiting room at the start, can they be put BACK into the waiting room after a doctor speaks with them?  Can a host leave a call with someone in the waiting room without the call ending? 

 

In short, I'd like for a host/cohost to come and go on a call with someone in the waiting room without the call ending.

Is this possible?

Thank you!


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What's New at Zoom | September 2023 Recap

Every month we share a recap of new products, features, ZLC courses, business updates, and more with account admins and owners in our What's New at Zoom email newsletter. In September, we primarily focused on Zoom's new AI features and the release of... Show more

Every month we share a recap of new products, features, ZLC courses, business updates, and more with account admins and owners in our What's New at Zoom email newsletter. In September, we primarily focused on Zoom's new AI features and the release of one of our newest products: Zoom Notes! Download the latest version of the Zoom client to access all of these features, and remember to check out our release notes for a complete list of past releases across the Zoom platform. 

 

New Product Launch

  • Introducing: Zoom NotesZoom Notes is a new workspace that enables users to create and collaborate before, during, and after meetings. During a Zoom Meeting, use Notes to collaborate with others for real-time inputs—eliminating the distraction of jumping between Zoom and third-party documents and tools. Users can continue to work in Notes outside of meetings asynchronously and share them for collaboration. This feature is available for all Zoom accounts.

Key Highlights from Zoom’s September Releases 

Zoom Web Updates

  • User requests for enabling Team Chat Compose and Thread Summary with Zoom AI Companion – Paid users on eligible paid plans (may not be available for select verticals and regional customers) may be able to see the Zoom AI Companion chat compose and thread summary options within the Team Chat UI, even if the account admin has not enabled it. If these options are visible but not enabled, users can request admin enablement. Account admins can control the visibility of these enablement options through web settings. By default, these features will be visible to users in Team Chat. This feature is also available in the Zoom client. 
  • Migration of AI Companion web settings to dedicated tab – The corresponding web settings for most AI Companion features are being moved to their own dedicated tab on the Account, Group, and User-level settings pages in the web portal. This includes settings for Meeting Summary, AI Companion questions, Team Chat Compose and Summary, and Email Compose, but excludes Smart Recording, as that is still included in cloud recording settings. Future AI Companion features will also plan to have their settings located in this new AI Companion tab.

  • Greater admin control of which participants can interact with AI Companion – The web settings for AI Companion questions in meetings will also allow admins to control who in the meeting can ask AI Companion questions about the current meeting, if active in the current meeting. Admins can restrict AI Companion access to only the host, all participants from the point they join (meaning they cannot ask questions about topics from before they joined), and all participants for the entire time the AI Companion is active. These additional options under the AI Companion setting are available at the account, group, and user levels. If this is unlocked, hosts can also control this access during the live meeting. There are also now greater host controls over which participants can interact with AI Companion. 

Zoom Client Updates

  • Team Chat Thread Summary with Zoom AI Companion (Windows, macOS, Linux, iOS, Android) – Team Chat users can use Zoom AI Companion to help summarize a chat thread and quickly catch up on the discussion without having to read each response in the thread.
  • Compose or refine emails with Zoom AI Companion (Windows and macOS) – Users can access Zoom AI Companion for Mail to enter a prompt and generate emails. When responding to an email thread, users can generate an email using information from the thread and/or an inputted prompt. Users can enable or disable the Zoom AI Companion for Mail integration.

Zoom Rooms Updates

  • Support for AI Companion Meeting Summary – Hosts can initiate an AI-generated summarization for the current meeting directly from a Zoom Room. Hosts will be prompted to enter an email address on the Zoom Room that the summary can be sent to. The ability to receive the meeting summary can be restricted to the host alone, the host along with users on their same account, or extended to all attendees of the meeting, including invitees outside of their organization. All meeting participants will be notified that the summary is being generated, and the meeting host can stop the summary at any time, if necessary.

Zoom Events and Sessions Updates

  • Compose with Zoom AI Companion for Zoom Events Chat – Compose with Zoom AI Companion in Zoom Events chat writes messages for users by leveraging context from their conversations. They can maintain the ability to change messages by adding tone, inputting prompts, or changing the length of the message to give you confidence in what they're communicating. This setting is disabled by default.

Zoom Whiteboard Updates

  • Whiteboard content generation with AI Companion Users can leverage Zoom AI Companion with Whiteboard to unlock visual ideation for an improved Whiteboard experience. Users can generate ideas, refine and extend existing content, and add objects to a canvas with just a click.

Zoom Revenue Accelerator (Formerly Zoom IQ for Sales) Updates

  • Access Email Compose from Conversations page – Users can access the Zoom Revenue Accelerator Email Smart Compose directly from the Conversation detail page, making it easier to create follow-up emails after calls. This feature includes suggested content, topics, and recipients, leveraging third-party AI models, to assist in writing messages based on context from the associated conversation. Previously, Email Smart Compose was only available from the Deals page.

 

Business Announcements

  • Upcoming Support Site Maintenance – Maintenance is being performed on Zoom’s support site on Saturday, November 4. During this time, support.zoom.us and the support ticketing form will not be accessible, though you can still use Zoom Community, chatbot, and phone support (based on your plan). Please note that once maintenance is performed, tickets closed more than a year ago will no longer be accessible. You can refer to the support article and check the Zoom status page closer to November for more information. 
  • Zoom Software Lifecycle Policy - We plan to enforce the next round of our Software Lifecycle Policy on Saturday, November 4, for all products and services, starting with the minimum versions referenced in the table found here. Users running an end-of-life version after November 4 will not be able to join meetings via the Zoom Client and will be prompted to update or join from the Web browser. As always, we highly recommend you regularly download and update to the latest version of Zoom software by checking for updates within the Zoom desktop client or by navigating to zoom.us/download to take advantage of all our latest security and functionality features.

 

 


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Sudden issues with privacy

I use my personal meeting room (same ID for each meeting) for telehealth with clients (I am a psychologist). In the last few weeks I have noticed that in the participants list (I use MacOS desktop zoom) participants who have left their appointment co... Show more

I use my personal meeting room (same ID for each meeting) for telehealth with clients (I am a psychologist). 

In the last few weeks I have noticed that in the participants list (I use MacOS desktop zoom) participants who have left their appointment continue to show up in a submenu called "Left". 

Subsequent clients entering the zoom meeting can see this list, which obviously identifies the previous clients as their zoom names (99% of the time their full name) are visible. They can see the Left list in participants. 

I am unsure as to why this has suddenly changed.

 

This is an urgent matter. I can only clear this list by ending the meeting and restarting. This means all participants in the waiting room are booted out and need to rejoin, destroying the very purpose of that room. I have attached a screenshot of what a client joining a meeting will see with names blurred out for privacy. I have recreated this using my personal devices and can see each previous meeting participant that has left. I have not found any meeting or privacy setting that turns this off. 

 

If this cannot be solved I cannot continue to use zoom. I have a paid account that I have been using for three years.


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Zoomtopia!

Hi Zoomers! We hope you had a wonderful time attending Zoomtopia 2023 in person or virtually. We hope your were inspired by our continued focus to innovate and meet the demands and needs of our customers. I am super excited about our AI focus and the... Show more

Hi Zoomers! 

 

We hope you had a wonderful time attending Zoomtopia 2023 in person or virtually.  We hope your were inspired by our continued focus to innovate and meet the demands and needs of our customers. I am super excited about our AI focus and the future of Zoom docs helping us continue to set the pace in unified communications and collaboration. 

 

We invite you to share your experience below using the following prompts/questions: 

  • Share your Day One or Day Two recap (or overall event recap experience)
  • What was your favorite speaker session?
  • What were your key takeaways from the speaker sessions?
  • What did you think of the live performance? 
  • What was your favorite connection you made?
  • Which product announcement are you most excited about?

Reply below ⬇️


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Zoom For Telehealth (Korea)

Is Zoom For Telehealth (Zoom For Healthcare) available to Korean health service providers?

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Expanding Breakout Room Features

I was wondering if Zoom had any future plans to allow for Zoom Apps and Polls to become available when in Breakout Rooms. I am a Learning and Development Facilitator who helps onboard new employees, and the use of those features would greatly benefit... Show more

I was wondering if Zoom had any future plans to allow for Zoom Apps and Polls to become available when in Breakout Rooms. I am a Learning and Development Facilitator who helps onboard new employees, and the use of those features would greatly benefit our Welcome Session presentation. Thank you!


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Screen Sharing on Zoom and Screen Mirroring to TV simultaneously

I'm teaching a hybrid class this week - some students are in-person and some are virtual. I was hoping to be able to use Zoom on my iPad to host the students who'll be joining us virtually and use the screen mirroring function on my iPad to cast the ... Show more

I'm teaching a hybrid class this week - some students are in-person and some are virtual.  I was hoping to be able to use Zoom on my iPad to host the students who'll be joining us virtually and use the screen mirroring function on my iPad to cast the Zoom call onto the TV in my classroom.  That way, when I share my screen with my students on Zoom - and use my Apple Pencil to write on worksheets I've got on my iPad - the students in the classroom can see what I'm writing as well up on the TV.  I tried doing that today and Zoom wouldn't let me for some reason.  Does anyone here have any experience with this?  I've heard from a few teachers that they were able to do this in their classrooms this past year when some of their students were in-person and some of them were virtual.  But I can't seem to figure out how to do it myself.  


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Last Call for ZoomTopia 2023! Free, October 3-4

Discover new ways to improve collaboration, make more impactful decisions, and deepen customer relationships at Zoomtopia, our incredible, award-winning event. You’re in for the most exciting, interactive, and inspiring event of the year, for decisio... Show more

Screenshot 2023-10-02 at 16.27.02.png

 

 

Discover new ways to improve collaboration, make more impactful decisions, and deepen customer relationships at Zoomtopia, our incredible, award-winning event. You’re in for the most exciting, interactive, and inspiring event of the year, for decision-makers across industries!

 

  • Get an exclusive look into the latest innovations shaping the future of work and the workplace.
  • Discover how to leverage AI to create a more efficient and flexible work environment.
  • Learn from industry thought leaders about the tech trends that matter to you.

REGISTER HERE for virtual or in person, we can't wait to see you there!


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ZOOMING INTO THE FUTURE OF EDUCATION:  13 NIFTY NEW FEATURES FOR BACK TO SCHOOL

The back-to-school season has taken on a whole new meaning in recent times, with virtual and hybrid learning becoming increasingly common. As educators, students, and parents adapt to these changes, Zoom continues to be a vital tool in the educationa... Show more

The back-to-school season has taken on a whole new meaning in recent times, with virtual and hybrid learning becoming increasingly common. As educators, students, and parents adapt to these changes, Zoom continues to be a vital tool in the educational landscape. In this post, we'll explore 13 features Zoom has to help with back-to-school.

 

ZOOM NOTES


Taking notes during online classes just got easier with Zoom Notes
This feature allows students to jot down important information directly within the Zoom app. Notes can be saved and shared for later review, helping students stay organized and engaged.

 

RAISED HAND ENHANCEMENTS

 

In a virtual classroom, it's crucial to maintain a sense of order. The Raised Hand feature has been enhanced to make it even more intuitive, ensuring that teachers can easily identify and address students who have questions or want to contribute to the discussion.

 

SCREEN SHARE PREVIEW 

 

Teachers can now have a sneak peek at what they're about to share with their students. Screen Share Preview allows educators to review their content before presenting it, reducing the chances of sharing the wrong information or files.


IPAD EXPERIENCE ENHANCEMENTS

 

For iPad users, Zoom has rolled out several enhancements, making the app more user-friendly and versatile. These improvements include better annotation tools, multi-pinning, and an improved virtual background experience. 

 

PRESENTATION SLIDE CONTROL


Instructors can now navigate through presentation slides seamlessly within the Zoom platform. This feature simplifies the process of sharing slides and makes virtual lectures more engaging. Explore this feature in detail here.

 

ATTENDANCE STATUS


Tracking attendance in virtual classes can be challenging, but Zoom has made it easier. With the Attendance Status feature
, educators can see who's present, who's absent, and who joined late.

 

WAITING ROOM VIDEO


The Waiting Room 
has been upgraded to allow educators to display a custom video or message to students while they wait to join the meeting. This personalized touch can set the tone for a positive learning experience.

 

 

ADVANCED WHITEBOARD


Zoom's whiteboard tool has advanced features like improved drawing tools, shapes, and templates. This is perfect for educators who want to illustrate concepts visually. Learn more about the Advanced Whiteboard feature.

 

SIGN LANGUAGE INTERPRETATION


Zoom is committed to inclusivity, and the Sign Language Interpretation feature
is a testament to that. It allows interpreters to join the meeting and provide sign language translation, making virtual learning more accessible.

 

Q & A FOR  MEETINGS

 

Promote engagement and address questions efficiently with the Q & A feature, Students can submit questions during the meeting, and instructors can answer them in real-time or save them for later.

 

TIME REMAINING TIMER


Keep everyone on track with the Time Remaining Timer
. This handy feature displays the remaining time for the meeting or breakout sessions, helping educators manage their schedules effectively.

 

BREAKOUT ROOMS BASED ON POLL RESULTS


Zoom now offers the option to automatically assign students to breakout rooms based on the results of a poll. This streamlines the process of group work and ensures balanced distribution. Learn how to use this feature here.

 

LOW LATENCY AUDIO


To improve the real-time communication experience, Zoom has introduced low-latency audio
. This feature reduces audio lag, making discussions and interactions more natural and engaging.

 

As education continues to evolve in the digital age, tools like Zoom are essential for facilitating remote learning. These 13 features demonstrate Zoom's commitment to enhancing the virtual classroom experience for educators and students alike. Whether you're looking for better engagement tools, improved accessibility, or streamlined features, Zoom has you covered. Embrace these enhancements, and let Zoom be your trusted partner in education this back-to-school season. To explore these features in detail, head over to the Zoom support website and start enhancing your virtual classroom experience today!


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