Customer Success Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

Recent Activity

Zoom into November: New Features, Fresh Insights and More!

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 h... Show more

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 🌟

crissyd_0-1762177263905.png

 


Show less

Upcoming Zoom Events in October: Learn, Explore, Ask!

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 showc... Show more

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 🌟

crissyd_0-1759267758851.png

 


Show less

reply-icon Latest Reply - 

Zoomtopia: YOUtopia | One unique thing about how your business operates?

Is there one absolutely, positively unique thing about how your business operates? (Yes, you have to pick one 😎)

 

Share your story and get guidance on how to turn challenges into success drivers 🤓👇

By
Community Moderator | Employee

Your September Zoom Playbook – Learn, Connect, Grow 🗒

September is packed with events designed to help you level up your Zoom knowledge, connect with experts, and explore what’s new. Mark you calendars:  September 3 - Zoom Workplace Open Office -Your chance to learn more about Zoom Workplace and get an... Show more

September is packed with events designed to help you level up your Zoom knowledge, connect with experts, and explore what’s new.

 

Mark you calendars:

 

📆 September 3Zoom Workplace Open Office -Your chance to learn more about Zoom Workplace and get answers straight from the experts.

 

📆 September 10 Zoom Phone Open Office - Everything you need to know about Zoom Phone—bring your questions!

 

📆 September 11 - What's New at Zoom -Catch up on everything new we released in August—don’t miss it!

 

📆 September 17 - Zoomtopia - Zoom's biggest event of the year which will showcase our most compelling innovations, customer stories, and strategic vision for the future of collaboration.

 

📆 September 24 Zoom Contact Center Open Office -Dive into Zoom Contact Center and see how it can transform customer experiences.

 

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

 

We’re looking forward to your participation!

 

- Zoom Customer Success 

crissyd_0-1756486676237.png

 


Show less

How Teams Unlock Major ROI with Zoom Custom AI Companion 🚀📈🤖

Real-world insights from a midsize U.S. staffing agency's recent onboarding session. If you're curious about how organizations are leveraging Zoom Custom AI Companion to achieve significant productivity gains, you're not alone. Recently, a midsize U.... Show more

Real-world insights from a midsize U.S. staffing agency's recent onboarding session.

 

If you're curious about how organizations are leveraging Zoom Custom AI Companion to achieve significant productivity gains, you're not alone. Recently, a midsize U.S. staffing agency demonstrated clear and measurable ROI by incorporating AI into their daily workflow. Here's a practical breakdown of three key use cases—and actionable steps your team can replicate today.


1. Streamlined Meeting Summaries with Structured Templates 📝🔖📂

Real-Life Use Case: 📌🗒📋 Recruiter and sales teams built structured summary templates for:

  • Candidate screening interviews

  • Reference checks

  • New-client intake meetings

  • New-job intake sessions

Why It Matters: 🗃🖥️ By auto-populating essential details directly into their ATS/CRM, the agency eliminated repetitive manual data entry, standardized notes, and ensured accuracy across every interaction.


2. Instant Access to Team Knowledge 📚🔍🔗

Real-Life Use Case: 🔐📑🔍 The team uploaded crucial documents like job descriptions, interview rubrics, and internal guidelines into a secure, searchable knowledge base. Recruiters then effortlessly queried the AI Companion for instant answers during live calls / meetings (e.g., “What’s the interview process for Project Manager roles?”).

Why It Matters: 🌐 Quick, accurate, and source-linked answers saved recruiters valuable time, enhancing both candidate and client satisfaction by eliminating delays and misinformation.


3. Automated Task and Calendar Management 📆

Real-Life Use Case: 📌📅🗓️ AI Companion automatically identified actionable items from meeting conversations (“Send assessment link,” “Schedule client interview”) and offered calendar scheduling suggestions. Recruiters approved or rejected these suggestions directly, turning accepted actions into tasks with due dates and reminders.

Why It Matters: 🔄📈 This approach reduced the risk of missed follow-ups, minimized manual scheduling, and allowed recruiters to reclaim valuable time for strategic activities.


3 Steps to Successful Implementation (Any Industry): 🛠📈🚦

Implementation Step Why It Matters
Assign Licenses Early Zoom Custom AI Companion only activates for licensed users—start by identifying your initial test group clearly.
Pilot with Focused Groups Launch with targeted teams (e.g., Sales Pilot, Recruiting Pilot) to refine use cases and minimize disruption.
Track Measurable ROI Document time savings on note-taking and scheduling pre/post rollout to quantify the impact clearly for leadership.

Next Steps: 🚀📅🔑

These productivity-boosting techniques—structured templates, knowledge repositories, automatic task management, and compliance safeguards—can transform meetings and data entry tasks across industries like finance, tech, education, and more. Start small, measure impact, and within 30 days, expect measurable results. You'll likely wonder how your team ever managed without Zoom Custom AI Companion.

Want more info? Click here!

 


Show less

reply-icon Latest Reply - 

Maximizing Collaboration with Zoom Whiteboard

In today's hybrid work environment, businesses and educators alike face challenges in fostering collaboration and engagement. The Zoom Whiteboard could bridge the gap between remote and in-office teams, enhancing productivity and creativity in ways t... Show more

In today's hybrid work environment, businesses and educators alike face challenges in fostering collaboration and engagement. The Zoom Whiteboard could bridge the gap between remote and in-office teams, enhancing productivity and creativity in ways they hadn't imagined.

 

The Challenge:Companies struggled with brainstorming sessions in their hybrid setup. Traditional methods—email threads, shared documents, and even screen sharing—proved inefficient for real-time ideation and team engagement. The leadership team sought a solution that allowed seamless, interactive collaboration across all departments.

 

The Solution: Zoom Whiteboard for its user-friendly interface, real-time collaboration features, and integration with their existing Zoom meetings. Let us quickly discover its potential and its application to multiple functions.

 

663fc2a52e68458c744144dc_1.png

 

How to Maximized Utilization

 

Real-Time Brainstorming:

During virtual meetings, team members used Zoom Whiteboard to jot down ideas, create mind maps, and categorize tasks.

The ability to use sticky notes and draw connections helped structure discussions efficiently.

 

Agile Project Management:

Developers and project managers used the Whiteboard to create sprint planning boards, track progress, and visualize workflows.

Tasks were assigned using shapes and labels, ensuring everyone had clear visibility on project stages.

 

Interactive Training Sessions:

The HR and learning teams used Zoom Whiteboard for onboarding new employees, making sessions more engaging with diagrams, flowcharts, and interactive exercises.

Trainers could annotate and get instant feedback, making learning more effective.

 

Cross-Team Collaboration:

Instead of relying on static documents, marketing, sales, and product teams used Whiteboard to collaborate on campaign ideas, customer journey maps, and UI/UX wireframes.

Teams could continue working asynchronously, adding notes even after meetings had ended.

 

Documenting and Sharing Ideas:

With the ability to save and share Whiteboards, teams could revisit past brainstorming sessions and build upon previous ideas without losing momentum.

Integrations with other tools ensured smooth workflow transitions.

 

AI Companion for Zoom Whiteboard:

With the help of the AI companion, users can now generate ideas on a digital whiteboard and organize ideas into categories, helping teams get to work faster.

 

ZAIC-Whiteboard.jpg


Show less

reply-icon Latest Reply - 

"How effective and efficient are you at scheduling your appointments?"

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 wor... Show more

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!


Show less

reply-icon Latest Reply - 

Removal of Bank Account & Billing Information

Dear Zoom Team!

I want to remove my Bank Account from Billing as I don't want auto renewal of my Zoom account subscription. I need your support for removing my Bank Account from billing.

Thanks

reply-icon Latest Reply - 

Zooming Into the Future: Revolutionize Your Fax Experience with FaxSIPit's Zoom App

In the fast-paced world of virtual meetings and digital collaborations, FaxSIPit takes your faxing experience to the next level with its innovative Zoom App. Say goodbye to clunky fax machines and hello to a seamless, unified interface that not only ... Show more

In the fast-paced world of virtual meetings and digital collaborations, FaxSIPit takes your faxing experience to the next level with its innovative Zoom App. Say goodbye to clunky fax machines and hello to a seamless, unified interface that not only simplifies your workflow but adds a touch of humor to your faxing endeavors.

 

Boosting Your Fax Game with FaxSIPit's Zoom App

FaxSIPit doesn't just fax; it elevates your productivity game. Let's dive into some common scenarios where FaxSIPit's Zoom App shines:

  1. Unified User Interface Magic:

    • Ever wished your faxing, Zoom meetings, and chats could coexist harmoniously? FaxSIPit makes it happen! Transition effortlessly between Zoom meetings, calls, and chats—all while keeping track of your fax messages.
  2. Fax Power Where You Need It:

    • Imagine having the power of a fax machine at your fingertips, wherever you are. FaxSIPit makes it possible. Downloadable PDFs for annotations and signatures? Check. Support for multiple document formats? Absolutely.
  3. Cost-Cutting without Compromise:

    • FaxSIPit isn't just about fancy features; it's also about reducing costs. Bid farewell to outdated fax technology with TLS. No more need for T.38 and POTS lines—just streamlined efficiency.
  4. Security that Speaks Volumes:

    • Security isn't a laughing matter, but FaxSIPit ensures compliance with a touch of humor. From HIPAA to GDPR, our technology supports various security and privacy regulations, ensuring your faxing is as secure as it is entertaining.

Why FaxSIPit? Because Fax Can Be Fun!

FaxSIPit's Zoom App isn't just a tool; it's a game-changer in the world of virtual communication. Say goodbye to administrative headaches and hello to a more efficient, secure, and downright enjoyable faxing experience. Embrace the future with FaxSIPit and redefine the way you fax in the Zoom era!

 

Want to find out more? Check out this video clip and article.

 

Screenshot 2024-01-16 at 3.06.39 PM.png 

 

Screenshot 2024-01-16 at 3.06.57 PM.png


Show less

🆕 Introducing the Zoom Guided Tour!

How many times have you heard “Wait, Zoom does more than meetings?” How many times have you started to respond with “Yup. That’s right. Zoom is a full-fledged communication and collaboration platform” What if you had a simple way to share the power o... Show more

How many times have you heard “Wait, Zoom does more than meetings?” How many times have you started to respond with “Yup. That’s right. Zoom is a full-fledged communication and collaboration platform

 

What if you had a simple way to share the power of Zoom with your network? Now you do with the Zoom Guided Tour

 

The Guided Tour is a website full of click-through product vignettes from Zoom's Core Communication, Employee Experience, Customer Experience, Developer, and AI offerings. The Zoom Guided Tour helps people understand the value Zoom provides before they use Zoom products.

 

Zoom Guided Tour does it all! ⤵️

  • Provide a self-guided forum for customers and prospects to easily see how Zoom’s platform and products come together to drive value for them.
  • Create demand through campaigns, nurture programs, sales, events, and digital.
  • Educate and enable our customers, prospects, and partners on Zoom offerings.

 

We launched with 25 tours. And we are already working on the next phase of the project to introduce segment focused tours, personalization, integrated demo requests, and easy entry to the buy-flow too.

 

➡️➡️ Check it out today at https://guidedtours.zoom.us/


Show less

By
Community Moderator | Employee
reply-icon Latest Reply -