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.

• How Zoom AI Companion features handle your data
• Zoom AI Companion Security and Privacy Whitepaper
• Zoom Trust Center

LTI Pro

• Configuring LTI Pro
• Adding the Zoom LTI Pro App

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

• Getting started with Zoom AI Companion features
• Zoom AI Companion Support

Zoom Workplace

• Frequently asked questions about Zoom Workplace
• Changing the appearance and color of the Zoom Workplace app
• What to expect with your new Zoom Workplace bundle
• Zoom Events Training and Enablement Hub

Customizing Zoom Waiting Room

• Customizing your Zoom waiting room

Zoom Spaces

• Configuring wayfinding for Workspace Reservation
• Using the desktop Workspace Reservation app
• Enabling Visitor Management for the account

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!

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. 

👋 Welcome to the Customer Success Forum on the Zoom Community! 🚀

We are thrilled to extend a warm welcome to each and every one of you to the Customer Success Forum! This is a space where we come together to foster a vibrant community, share ideas & events, collaborate, and empower each other to achieve remarkable success with Zoom's platform.

For those who are new to the community or simply want a refresher, allow us to introduce ourselves. We are the Customer Success Team at Zoom, our mission is simple yet profound: to ensure that you get the most out of your Zoom experience. Whether you're a seasoned Zoom pro or just starting, our goal is to help you optimize your usage and fully leverage the platform's capabilities. We're here to answer your questions, provide guidance, and offer best practices so that you can unlock the full potential of Zoom for your specific needs.

Here, you'll find a diverse community of passionate individuals who are eager to collaborate, offer guidance, and connect with like-minded professionals. We encourage you to share your success stories, ask questions, and provide valuable feedback to help each other grow and thrive.

Zoom has always been about connecting people and fostering collaboration, and this forum embodies that spirit. By joining this dynamic community, you gain access to a wealth of knowledge and expertise. Here, you can learn from fellow Zoom users, share your own experiences, and take advantage of exclusive insights from our team.

To ensure a positive and productive experience for everyone, we kindly ask you to review and follow our community terms and guidelines. We believe in respectful communication, active participation, and nurturing a welcoming atmosphere where diversity is celebrated.

So, without further ado, let's embark on this exciting journey together! Jump into the discussion and let's forge meaningful connections as we continue to learn and excel within the Zoom platform. To get started we have two questions for you: 

1. Where are you located? 
2. What are you most interested in learning more about?

Thank you for being a part of this vibrant community! 🎉

Let's make every Customer Success story a remarkable one! 💪

Join us for an insightful dedicated webinar series aimed at enhancing your Zoom Contact Center experience! In these sessions, we will review our latest quarter releases, showcasing innovative features designed to streamline processes and improve your customer interactions.

Our expert team will provide a live demo, guiding you through the setup of these new tools and demonstrating how they can be seamlessly integrated into your existing systems. You'll learn best practices for maximizing their potential, empowering your agents, and elevating the overall customer experience.

Whether you're looking to boost efficiency, improve customer satisfaction, or simply stay ahead of the curve, this webinar is essential. Don't miss this opportunity to transform your contact center with the latest advancements in technology!

Key Takeaways:

• Overview of new features and enhancements from the latest quarter
• Step-by-step demo on setting up and utilizing new tools
• Tips for optimizing your contact center operations
• Q&A session to address your specific needs and inquiries

Reserve your spot today and take the first step towards revolutionizing your contact center experience!

At Zoom, we understand the value of integrating seamlessly with Microsoft’s tools to offer a unified, collaborative experience. Through the Zoom Workplace bundle, we provide powerful features that enhance productivity, streamline workflows, and increase employee engagement across Microsoft platforms. Our AI-driven platform also combines communication, employee engagement, and productivity into a single solution, elevating your collaboration capabilities and enhancing user workflows both within and beyond the Microsoft ecosystem.

Key Zoom-Microsoft Integrations:

1. Zoom for Teams and Outlook
   With the Zoom app in Microsoft Teams, users can initiate Zoom calls, check voicemails, use SMS, record calls and even create Zoom meetings directly within Teams. Integration with Microsoft Exchange and Outlook further streamlines workflows, allowing users to manage email, calendars and meetings without switching applications. Leveraging our AI Companion, users can now use Smart Compose to draft emails directly in the Zoom client.
2. Unified Document Collaboration
   Users can share and co-author Office 365 documents directly within Zoom meetings, empowering real-time collaboration on Word, Excel, and PowerPoint. By assigning live editing rights to all meeting participants, teams can seamlessly brainstorm and edit documents, creating a faster and more productive workflow. No more sending files back and forth, just join a Zoom Meeting and everyone can co-author at the same time.
3. Whiteboard and Document Management
   Zoom Whiteboards integrate effortlessly with Teams, making it easy to share brainstorming sessions. With the new Zoom Docs, ongoing project documentation is consolidated into a single source of truth, accessible from Zoom, Teams, or Outlook.
4. Workvivo for Engagement
   Integrating seamlessly with Microsoft's productivity suite, Workvivo creates a unified space where communication, collaboration, and engagement are all connected. With this, users can easily start Teams chats from their Workvivo profiles and return to Teams with a quick click in the app bar, live Teams-hosted streams can be accessed directly within Workvivo and do cross-platform posting to reach employees wherever they are. With SharePoint integration, Workvivo enables quick searches across folders for documents, presentations and files, making retrieval fast and efficient.
5. Zoom Rooms and Workspace Reservations
   Zoom Rooms work smoothly with Microsoft Teams, letting users schedule, join and manage meetings from either platform. Workspace Reservations allow users to book desks and rooms via Outlook and get check-in reminders through Teams, bridging remote and in-office experiences for hybrid work. 

Through these integrations, Zoom offers an all-in-one collaboration platform, blending Zoom’s user-friendly interface with the essential tools of Microsoft. Our approach is simple: whether users prefer Zoom or Microsoft, they can work within one consistent framework, maximizing productivity and engagement.

We’re just getting started so watch out for even more innovations that make Zoom and Microsoft the perfect pairing for hybrid work.

We’re thrilled to announce our Zoom Digital Customer Success Hub  your go-to resource for a comprehensive array of training and engagement opportunities. This hub houses everything from open office hours and live training sessions to webinars and on-demand content, all designed to enhance your experience with Zoom. Our goal is to empower you throughout your journey, ensuring you have the tools and knowledge to succeed.

In the Digital Customer Success Hub, you’ll discover best practices to maximize your use of Zoom’s features. We’re committed to fostering a supportive community where you can engage with our experts, learn from fellow users, and access resources tailored to your needs. This hub is more than just a collection of events; it's a community designed to drive your success and help you overcome any challenges you encounter.

🌟 Featured Events:

• Zoom Phone User Training every Thursday
• Zoom Contact Center Admin Training 
• Monthly What's New at Zoom and Open Office Sessions
• Zoom Welcome Tour twice a month to kickstart your onboarding journey

   

  These are just a few of the many sessions available to help you navigate and utilize our products effectively. You can also use the search and filter option to narrow down and find the specific event you’re looking for! We encourage you to explore the hub, register for events, and take full advantage of this valuable resource. Together, we can elevate your Zoom experience and achieve great results!

  

I have a Basic account that I haven't used in some time.  I am unable to sign in because I don't remember my old password. When I have tried to get technical support over the phone, after entering my Personal ID and Host Key, I am told that my account cannot be located. How can I change get a new password? I don't have the option to change the old one on my profile page.

Introducing Zoom Scheduler. 

Zoom Scheduler is a powerful scheduling tool designed to streamline appointment and meeting management. It integrates with popular calendars, supports various event types (one-on-one, group, round-robin), and automates workflows like reminders and follow-ups. Customizable notifications, detailed analytics, and branding options enhance the user experience. For teams, it offers advanced features like booking on behalf of others, managing permissions, and SAML Single Sign-On (SSO) for security. Zoom Scheduler is cost-effective, time-saving, and helps improve both individual and team scheduling efficiency.

Zoom Scheduler offers many similar features to other scheduling tools like Calendly, but at a lower starting price. It’s ideal for users already within the Zoom ecosystem, offering seamless integration with Zoom meetings and calendar tools.

Here's a comparison between Zoom Scheduler and Calendly.

Zoom Scheduler starts at a lower price point of $4.99 per month per seat, or is included with Zoom’s Business and Enterprise plans, while Calendly’s Standard plan begins at $10 per month per seat, and its Teams plan costs $16 per month per seat. Both platforms offer unlimited event types, such as one-on-one or group meetings, though Calendly’s free tier limits users to a single event type.

Zoom Scheduler and Calendly both allow up to six calendar connections per person and provide the ability to book meetings on behalf of others, as well as create automated workflows like reminders and follow-up messages.

Customization features such as notifications, reminders, and the ability to update cancellation policies or add links to confirmation pages are available on both platforms at their paid tiers. Zoom Scheduler and Calendly also support collective events and offer analytics and insights into scheduled meetings.

Branding and live chat support are included with paid plans as well. For team functionality, both platforms allow the creation of round-robin events, the use of routing forms, and the ability to lock and sync managed events across teams. Zoom Scheduler includes SAML single sign-on (SSO) in its business plans, while Calendly charges an additional $3 per user per month for the Teams plan but includes it with its Enterprise plan.

Overall, Zoom Scheduler offers similar features to Calendly at a lower base price, making it an appealing option for users already in Zoom’s ecosystem. 

Let's get started with Zoom Scheduler!

Cheers!