Happy New Year, Zoom Community! 🎆🎉

Ready to start the year strong and get even more value from your Zoom investment? Our January Customer Success Live Sessions are here to help you do just that.

💡 Why attend? Each session helps you:

• Build deeper product knowledge

• Troubleshoot challenges in real time

• Discover new ways to improve productivity and collaboration

📅 January Lineup

👉 January 7 – Zoom Workplace Open Office
Your first stop of the year! Get hands-on guidance, ask questions, and learn tips to streamline collaboration with Zoom Workplace (Meetings + Productivity solutions).

👉 January 14 – Zoom Phone Open Office
Deep dive into Zoom Phone features, configurations, and real-world use cases with our product experts.

👉 January 15 – What’s New at Zoom 
Don’t miss this highlight session! Explore Zoom’s latest innovations and feature releases from the past two months, including what’s new across Zoom Workplace and AI Companion Web.

👉 January 21 – Zoom AI Companion Open Office
Discover how to work smarter with AI Companion. Learn best practices, ask questions, and see how AI can boost productivity.

👉 January 28 – Zoom Contact Center Open Office
Wrap up the month by learning how to elevate customer experiences and optimize your Zoom Contact Center workflows.

Register now in the Customer Success Hub to save your seat and unlock even more live and on-demand training resources. We can’t wait to see you in the upcoming sessions!

— Zoom Customer Success Team

As a Customer Success Manager, I often see users get excited about Zoom AI Companion's ability to summarize meetings—but many don't realize that we have a powerful feature that makes those summaries perfectly structured for common meeting types.

I'm talking about Zoom AI Companion’s Pre-Built Meeting Summary Templates. While creating custom templates requires the separate custom AI Companion add-on, every user on Business, Business Plus, Enterprise, or Education accounts, can now leverage the excellent pre-built templates Zoom provides for free! It’s the easiest way to elevate your post-meeting follow-up.

Here's a look at the 9 pre-built templates to structure the AI Companion's output to match the intent and outcome of your meeting, ensuring key data doesn't get buried in a general summary.

- One on One: Great for coaching, check-ins, and performance reviews. The summary will capture what was discussed, how it impacts the employee's development, and—most importantly—who owns the next steps.
- Stand up: Ideal for those quick daily or weekly agile team huddles. The summary gives you a concise snapshot of the team's momentum, immediate challenges, and what everyone plans to tackle next. It's built for speed and clarity.
- Brainstorm: For when you're generating ideas, concepts, or solutions. It documents every idea generated and then immediately structures the resulting follow-up tasks. It seamlessly bridges the gap between raw thought and concrete execution.
- Project Update: Use this for status checks, milestone tracking, and risk reviews. The summary highlights current status, key milestones (achieved or missed), identified risks, and clearly assigns ownership for future tasks. It's your single source of truth.
- Discussion: For general, open-ended conversations or debates where the goal is sharing knowledge. You get the whole picture of the conversation, especially any points that need more thought later.
- Q&A: Perfect for town halls, webinars, or knowledge transfer sessions. The template it generates matches the questions directly to their official answers, giving you a comprehensive record of every inquiry and its resolution. It ensures clarity on what was settled and what needs follow-up.
- Customer Success: Dedicated to regular client check-ins and relationship reviews. The summary creates an organized record of the customer's status, performance metrics, service gaps, and all the necessary next actions to keep the relationship strong.
- User Feedback: Use when customers or internal users are providing input on a product. The template captures and categorizes all the problems, pain points, and suggested improvements, turning user comments directly into prioritized, actionable tasks for your product team.
- Lecture Summary: Best for formal training sessions, classes, or presentations. It creates an organized, educational record of the talk's substance and intended knowledge transfer, making it easy for attendees to review and grasp the key concepts.

Using these pre-built templates can instantly improve your workday. You can,
- Say goodbye to post-meeting housekeeping and get your time back as it will eliminate the manual step of moving and reformatting text. Just select the correct template and it will provide a structured summery. You skip the cleanup entirely.

- Boost clarity and accountability for everyone. If someone missed the meeting, they can instantly absorb the key takeaways. Using the Project Update template, for example, makes the risks and ownership immediately pop, ensuring accountability without anyone having to hunt through dense paragraphs.

I’m excited to hear how these templates transform your meeting documentation. Feel free to share which built-in template are you most excited to try first, and what custom template ideas are you playing with? Let’s keep sharing those AI Companion tips!

For more information on using and managing these summary templates, please refer to the official Zoom Support Article.

Level up your Zoom skills this November! Join our upcoming sessions to get expert tips, discover new features, and learn how to make the most of Zoom — all in one month.

Here’s what’s in store for you:

📆 November 5: Zoom Workplace Open Office — See how Zoom’s tools can transform your workplace into a more productive and collaborative environment. Get all your questions answered!

📆 November 12: Zoom Phone Open Office — An open Q&A space to learn best practices, optimize call management, and streamline your workflows. Bring your questions!

📆 November 13: What’s New at Zoom — Stay updated on the latest innovations and feature releases, including highlights from Zoomtopia. Explore what’s new across the Zoom platform!

📆 November 19: Zoom AI Companion Open Office — Discover how Zoom AI Companion enhances workplace efficiency and collaboration. Join the discussion and get your questions answered!

Don’t miss out—reserve your spot today and take your Zoom skills to the next level!

For more live and on-demand training opportunities, visit our Customer Success Hub.

- Zoom Digital Customer Success 🌟

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?

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

Boost your Zoom skills this October! Join our upcoming events to get your questions answered, discover productivity tips, and see what’s new—all in one month.

Check out the full lineup here:

📆 October 1:  Zoom Workplace Open Office - Designed to showcase how Zoom’s tools can transform your workplace into a productive environment and get all your questions answered!

 

📆 October 8: Zoom Phone Open Office - Open space to ask questions, learn best practices, and discover how to optimize your call management and workflows. Bring in your questions!

 

📆 October 9:  What's New at Zoom - Discover everything new Zoom released in September, including a Zoomtopia recap, a must-see!

 

📆 October 15:  Zoom AI Companion Open Office - Dive into the value of Zoom AI Companion and its pivotal role in enhancing workplace efficiency and collaboration and have your questions answers!

 

📆 October 22:  Zoom Contact Center Open Office - Explore contact center offerings and ask lots of questions!

 

📆 October 29: Zoom Workplace: Admin & User Best Practices - Learn how to get the most out of Zoom Workplace—from Meetings and Team Chat to Zoom Phone, Mail, Whiteboard, and more. 

 

For more events, including live and on-demand training, visit our Customer Success Hub.

 

Don’t miss out—reserve your spot and take your Zoom skills to the next level!

 

- Zoom Digital Customer Success 🌟