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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

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

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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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How to make the most of Zoom AI Companion: Your guide to getting started with your AI assistant

In today’s fast-paced work environment, maximizing productivity and enhancing collaboration are top priorities. Fortunately, AI technology can help with that, and many organizations are seeing the benefits. A global survey conducted by Morning Consul... Show more

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In today’s fast-paced work environment, maximizing productivity and enhancing collaboration are top priorities. Fortunately, AI technology can help with that, and many organizations are seeing the benefits. A global survey conducted by Morning Consult on behalf of Zoom* found that among teams that use AI, more than 75% of leaders reported their employees completed tasks faster, were more productive, and produced higher-quality work.

 

Zoom AI Companion, your generative AI assistant, can help revolutionize the way you work and communicate. Included at no additional cost with the paid services assigned to your Zoom user account, it’s designed to seamlessly integrate with your Zoom experience, offering a range of capabilities that can help you work smarter, not harder.

 

In this guide, we’ll walk you through how to activate AI Companion, explore its key functionalities, and share some tips and tricks to help you make the most of this incredible AI assistant.

 

  • What Zoom AI Companion can do for you
  • How to activate AI Companion
  • Getting the most out of your AI assistant

 

 

What Zoom AI Companion can do for you

 


Whether you’re new to AI or have been exploring its benefits for a while, you may be wondering how AI Companion can help you. One of the great things about AI Companion is that it’s woven into how you use Zoom — and like everything else about our platform, it’s simple and easy to use. Here are some ways it can help you:

 

 

Composing messages

 


Employees spend more time drafting and sending emails and chat messages than anything else at work, according to the Zoom Morning Consult survey. Adding to that, 44% of employees say they spend more time on those tasks than they want to.

As an AI writing assistant, AI Companion can compose email messages with the appropriate tone and length, helping you craft professional and effective communications.

 

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You can also use it to compose Zoom Team Chat responses with the right tone and length, helping you to save time and enabling efficient communication within your team.

 

 

Summarizing information to help you get up to speed

 


If you’re short on time and have a mountain of chat messages to catch up on, AI Companion can quickly summarize your chat threads, enabling you to grasp the big picture and respond efficiently.

 

 

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AI Companion can also provide meeting summaries, so you don’t need to take notes during meetings to remember what was discussed or the next steps you and your team need to take. What’s more, you don’t need to record the meeting for AI Companion to generate a meeting summary.

 

Coming soon, AI Companion will be able to provide an analysis of recorded phone calls and summaries of SMS messages and voicemails on Zoom Phone, helping you save even more time.

 

 

Helping you before, during, and after meetings

 


According to the Zoom Morning Consult survey, the top task for which leaders would be most willing to use AI is real-time help during meetings, making an AI meeting assistant a valuable tool.

 

AI Companion can answer your questions about a meeting in progress. If this capability is enabled by the host, just ask AI Companion for a summary of what’s happened so far, if your name was mentioned, or if there were any action items you missed. Meeting hosts have privacy settings to control whether they want participants to be able to ask questions about the meeting, including finding out about what happened before they joined.

 

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After a cloud-recorded meeting, AI Companion can automatically create smart recordings organized by chapter, highlight important information, and create action items for attendees. This helps you review recordings faster for meetings you may have missed and quickly find the information you need to take action.

 

If you need help scheduling a meeting, AI Companion will be able to do that, too. Coming soon, AI Companion will be able to automatically detect meeting intent in chat messages and display a scheduling button in Team Chat to help streamline the scheduling process.

 

In the future, you’ll be able to interact with AI Companion through a conversational interface, enabling you to request assistance on a wide range of tasks.

 

 

Improving the quality of your work

 


AI Companion can help boost productivity and collaboration, but it can also help you improve the quality of your work.

 

NEW! With just a few clicks, AI Companion can help generate ideas on a digital whiteboard and organize content into categories for you, leveling up your brainstorming session.

 

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 📷 New! AI Companion can help you generate ideas in Zoom Whiteboard.

 

 

In the future, you’ll be able to receive real-time feedback on your communication and presentation skills during meetings, so you can improve in the moment.

 

 

How to activate AI Companion

 


Now that you’re familiar with all the ways AI Companion can assist you during your workday, here’s how you can get started using it right away. You have access to the AI Companion features available with the paid services assigned to your Zoom user account at no additional cost.** Simply follow these steps to activate it:

 

1. Check with your admin: By default, all AI Companion features are disabled, so admins must enable the features through account and group-level settings first. If you’re in a Zoom meeting and you see the AI Companion Untitled.png icon in your toolbar, you can click it and follow the instructions to request that your admin enable that feature.

 

2. Log in to and update your Zoom client: Go to your Zoom client and make sure you’re logged in. Also check to make sure your client is updated (minimum version 5.16.0 required).

 

3. Go to your web portal account settings (click “Settings” in the left panel) and look for the AI Companion tab. For features that have user-level settings, you’ll be able to turn each capability on and off.

 

 

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📷 New! You can now manage your AI Companion settings all in one place.

 

 

4. Begin exploring: You can find the AI Companion icon (Untitled.png) in multiple products within the Zoom client, such as in your Zoom Meetings controls toolbar or Zoom Team Chat window. Once you’ve located the AI Companion icon, you’re ready to start exploring its capabilities as an AI meeting assistant, writing helper, and more.

 

 

Getting the most out of your AI assistant

 


Want to know how to use AI Companion to help save time and streamline collaboration? Here are a few pro tips:

 

 

1. Set it and forget it. If you love the note-taking capabilities of an AI meeting assistant but keep forgetting to click the AI Companion “meeting summary” button at the start of your meetings, enable the setting to automatically start the meeting summary at the beginning of all meetings you host.

 

2. Get specific with your prompts. When you want AI Companion to help compose an email or chat message for you, you can include specifics like the desired tone or the purpose of the message in your prompt. This will help AI Companion generate a message that’s more in line with what you’re looking for.

 

3. Keep an eye out for the AI Companion icon. The great thing about AI Companion is that it’s present throughout the Zoom platform, so it’s integrated into how you work. Just keep your eye out for the Untitled.png icon as you work in Team Chat or join your next meeting. Clicking it will show you how AI Companion can help you be more productive throughout your workday.

 

 

Start using Zoom AI Companion today

 


If you’re ready to enhance your productivity and collaboration, start using AI Companion today — all at no additional cost with the paid services assigned to your Zoom user account.

 

If you don’t have an eligible paid Zoom plan, upgrade today to access the benefits of AI Companion. It’s time to work smarter, collaborate more effectively, and achieve your goals with ease.

 

To hear the latest on Zoom AI, join us at Zoomtopia 2023 on Oct. 3 and 4 (in-person and virtual options available). We’ll be sharing exciting news about AI Companion and hearing from industry leaders and Zoom customers on how they’re incorporating AI into their work. Register now!

 

___

 

*Based on an online survey of 11,023 full-time knowledge workers in the U.S., U.K., Ireland, Germany, France, Japan, Singapore, and Australia. Conducted by Morning Consult on behalf of Zoom Video Communications, Inc., from August 10 to 25, 2023.

 

**Note: AI Companion may not be available for select verticals and select regional customers.

 

 

 

Original article posted in the Zoom Blog


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Zoom Chat 101 : Account Settings

Zoom Chat: How to configure account settings By default, users are allowed to chat with others in Team Chat. Admins can configure Team Chat settings in the Zoom web portal at the account level for all users in the account or the group level for a spe... Show more

Zoom Chat: How to configure account settings

 

By default, users are allowed to chat with others in Team Chat. Admins can configure Team Chat settings in the Zoom web portal at the account level for all users in the account or the group level for a specific group of users. Some settings are only available at the account level.

 

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Team Chat tab AJR03_0-1695857936672.png

     

  4. Adjust settings as needed in the following areas:
    • Sharing
    • Visibility
    • Security
    • Storage
  5. Click the toggle next to a setting to enable or disable it.
  6. (Optional) Click the lock icon AJR03_1-1695857937330.png  

     

    next to a setting to prevent users from changing this setting.

Learn about available Team Chat settings.

 

 


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Zoom video playing laggy since Feb 28th

We have been experiencing serious lag in videos played in Zoom since February 28th. Before that time, we never had any issue with it. These are videos played during the same training by different trainers, using different computers, at different loca... Show more

We have been experiencing serious lag in videos played in Zoom since February 28th. Before that time, we never had any issue with it. These are videos played during the same training by different trainers, using different computers, at different locations, all plugged into internet connections. (Not using wireless.) The lag is experienced by the attendees, but not the trainer playing the video. Audio is fine, but the picture is extremely jumpy. All the usual suspects are eliminated as all the trainers are experiencing it from different ISPs, locations, and computers.  Any idea what happening? Is there some issue with Zoom?


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