Customer Success Forum

Think about when you most need help during your workday. It's usually right before a meeting starts (scrambling to remember what happened last time), during the meeting itself (trying to take notes and participate), or right after it ends (making sense of everything and figuring out next steps).   AI Companion 3.0 is built to understand this. It supports you at these exact moments: preparing before meetings, providing real-time assistance during, and following up after to turn conversations into results.     Meet AI that works alongside you   Most AI tools explain things or answer questions. AI Companion can actually propel your work forward because it's built where your work happens and has context from your work conversations. This is what we call conversation to completion: turning discussions into finished outcomes.   These scattered work conversations can be transformed into continuous intelligence. It's the difference between having a smart notepad and so

I went in and edited the sign-in email address on my account, however it is pending confirmation and the confirmation email was sent to my old email address to which I no longer have access.  I do not want to establish a new account because I have had this one for years and have data and setup that I would like to keep.  How do I updated my email address so that I can continue enjoying my zoom account? I use it for business so this is a huge inconvenience.  Respectfully, Dr. Tureka Louis

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 OfficeYour 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 OfficeDeep 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

カスタマーエクスペリエンス（CX）分野は急速に進化しています。企業は、高まり続ける顧客の期待と AI 革命に対応するにはスピードが不可欠であることを、急速に認識しつつあります。企業の間では、顧客から求められ、期待されているインタラクションを確実に顧客に提供するには、コンタクト センター業務だけでなく、接客機会のある部門すべてを評価することが急務であるとの認識が高まっています。Zoom は自社のCXソリューション全体で「Zoom ならではのスピード」を発揮し、前進しています。お客様と協力し、お客様を常に競合の一歩先へと後押しする実用的な AI 搭載型ソリューションを提供しています。Zoom が今後予定しているイノベーションは、顧客のジャーニーのあらゆる段階で、よりよい体験を顧客、エージェント、従業員に提供するように設計されています。 それでは Zoom Contact Center の更新から見ていきましょう。 顧客が今いる場所でミーティングする 電話よりもテキストが好きな人がいるように、顧客が好むコミュニケーション方法もさまざまです。連絡チャネルを選択するオプションを顧客に提供することも、顧客の都合・状況・場所を尊重した接客方法です。このたび WhatsApp の顧客とも Zoom Contact Center で会話を交わせるようになりました。また別の新しい更新では、エージェントが Gmail からの着信メールにデスクトップから直接返信できるため、エージェントがアプリを切り替えなくてはならない回数が最小限となります。 時間を節約し、問題をより効率的に解決 アプリの切り替えを削減する観点でも、使い慣れた Zoom 体験のまま、すべてが 1 つの画面に表示されるため、エージェントは顧客とのインタラクションを簡単にカスタマイズし、エンゲージメントの時間を短縮できます。エージェントのデスクトップ内で、カスタムデータまたはサードパーティ データで構築された独自のアプリケーションに直接アクセスする機能を、近日中にリリース予定です。顧客に関するさらに詳細なインサイトを活用できるようになるため、エージェントは、よりパーソナライズされ、より迅速なサービスを提供できるようになります。 インタラクショ

    Hey Zoom Community! We're thrilled to introduce our latest update: AI-generated Virtual Backgrounds! 🌟 Now, creating the perfect backdrop for your Zoom calls has never been easier. Here's how it works: Within the virtual background selection window, eligible users can now access the generate custom background feature. Simply choose from preset options or describe the background you envision, and our AI model will work its magic to bring your vision to life! 🎨✨ Whether you're dreaming of a serene beach scene, a bustling cityscape, or something totally out-of-this-world, our AI-generated backgrounds have got you covered. Plus, with multiple images to choose from, you're sure to find the perfect fit for any occasion. But that's not all! Admins can also manage this feature through account and group-level settings, ensuring seamless integration into your organization's Zoom experience. 💼✨ So, why wait? Try out our AI-generated Virtual Bac

What Is Zoom Workplace Simplification? Zoom Workplace Simplification is Zoom’s latest initiative designed to create a more intuitive, unified, and efficient experience. It focuses on streamlining how users interact with meetings, chat, phone, and collaboration tools—allowing teams to work smarter and faster within a single, cohesive workspace. This initiative supports Zoom’s ongoing mission to reduce complexity, enhance productivity, and deliver a seamless experience across desktop, web, and mobile platforms. Key Enhancements 1. Streamlined Interface Zoom has introduced a cleaner, more modern layout that makes it easier to navigate between Meetings, Team Chat, Phone, Whiteboard and other Zoom products. The refreshed design reduces visual clutter and helps users quickly access essential tools. 2. Unified Zoom Workplace App Core communication and collaboration tools—Meetings, Team Chat, Phone, Mail, Calendar, and Whiteboard—are now brought together in one unified app. This eliminates the

How can we better leverage Zoom's analytics tools to enhance customer success and drive engagement in our organization? Are there specific features or strategies that have proven effective for your team?

I am a survivor of cancer and want to spread my experience of having cancer and learn about other types that people had. I also want to help other people that currently are suffering from cancer and need emotional support.

Did you know that Zoom Scheduler can do this with Stripe???   Imagine you run a service-based business—whether you’re coaching, tutoring, consulting, or offering wellness sessions.  With Zoom Scheduler, clients see your availability, select a time, and pay upfront in a single seamless flow using Stripe.   Their session is instantly confirmed, and your revenue is secured the moment they book—no chasing invoices or wondering if someone will show up.   You manage pricing, payments, and refunds all within Zoom Scheduler, keeping everything organized in one place. This reduces no-shows, saves administrative time, and lets you focus entirely on delivering your service instead of managing payments.   You may now avoid waiting to get paid—clients pay up front as they book, so your revenue is secured quickly. With Stripe built in, you can focus on your service while Zoom Scheduler facilitates payments and confirmations in one smooth experience. Collect payment at the mo

As a Customer Success Manager at Zoom, there's nothing more rewarding than witnessing firsthand how our solutions transform the way businesses communicate. Recently, I had the pleasure of connecting with a customer for an account review that perfectly exemplifies why we do what we do. What began as a standard check-in evolved into a meaningful conversation about maximizing technology to enhance business operations.   Like many of our customers, they had been primarily using Zoom for its core meeting and phone capabilities. During our conversation, the customer expressed complete satisfaction with these fundamental services but was genuinely surprised to discover the wealth of additional features already included in their Zoom Workplace Business Plus subscription.   The revelation moment came when we discussed Zoom's AI Companion features. The customer, who conducts numerous candidate interviews, immediately recognized how meeting summaries could revolutionize their recruitme

Web会議ツールとして広く知られる Zoom は、いまや“ただのオンライン会議アプリ”ではありません。 AI技術を活用したビジネスソリューションへと進化し、企業のコミュニケーション基盤として存在感を高めています。本記事では、先日開催されたリアルイベント 「Zoomtopia On the Road Japan」 に参加したユーザーへのインタビューを通じて、Zoomが選ばれ続ける理由を深掘りします。 ユーザーの声から見える「Zoomが愛される理由」 驚くほど速い開発スピード Zoomが支持される大きな理由のひとつが「ユーザーの声がすぐ製品に反映される開発体制」です。アップデートの頻度が高く、要望した機能が短期間で追加されることも珍しくありません。 Another worksでZoom導入に関わる 菅原ゆき乃氏 は、Zoomの魅力をこう語ります。 「営業担当の方に『こんな機能がほしい』と伝えると、いつも『それ、もう開発中です』『すぐにチームに伝えます！』と返ってきます。開発スピードがとても速いのが好きなところです」 単なる機能改善ではなく、“ユーザーの声を尊重する文化”そのものが、Zoomへの信頼感と愛着につながっていると言えるでしょう。     業種を超えて広がるZoom活用事例 Zoomは現在、業界・業種を問わず、多様な企業が導入しています。ホテルとしても利用できる住まい・別荘事業を展開する NOT A HOTEL もそのひとつ。 NOT A HOTELの 梶原成親氏 は、Zoomをビジネスの中心で活用していると話します。 「ウェビナーはZoom Webinars、リード獲得後の架電はZoom Phone、商談はZoom MeetingsとRevenue Acceleratorで解析しています」 マーケティングから商談、顧客フォローまで一気通貫でZoomを活用する事例として、非常に注目されています。     Zoomが提供する「ハッピーな体験」と企業文化 Zoomは単に業務効率を上げるツールではありません。“Delivering Happiness（幸せを届ける）” を掲げ、ユーザー同士が学び合い、つながり合えるコミュニティ活動にも力を入れています。 Zoo

The holidays can be a wonderful time, but if we're honest, they're also busy. Between wrapping up projects, juggling time off, and finishing year-end priorities, it's not easy to wrap up work so you can truly enjoy your time off.   That's where Zoom AI Companion can help. By turning everyday tasks into quick wins — time back in your schedule, projects completed without fuss, and last-minute year-end tasks dispatched — you can head into the holidays with less stress, more focus, and plenty of time to enjoy what truly matters.   Holiday hacks to wrap up work and start the new year smoothly   From skipping a meeting here or there (yes, really!) to planning some office holiday fun, these tips can help you cut down on busywork and turn up the cheer, so you can wrap up your work with care. And when you return, refreshed and rested, AI Companion can help you smoothly dive back in.   Get more time back in the day to enjoy the holidays by skipping unnecessary meetings a

Hello Zoom Community! As a Customer Success Manager, I meet with organizations daily that are struggling to scale their virtual events without sacrificing quality. I recently met with a client, Rachel, who manages large, high-profile quarterly town halls for her global executive team.   Rachel’s team was running into constant, high-stakes problems during the 10-minute window before going live: “Our biggest recurring issue,” Rachel told me, “is our executives. They are brilliant, but they are not tech people. They’d join the meeting a minute before showtime, and inevitably, someone’s microphone would be muted, or they wouldn’t have the right slides loaded. We had to fix these things live in the general room, and the hundreds of early attendees would witness the awkward fumbling. It looked completely unprofessional for a C-suite presentation.” This scenario is incredibly common—the fear of visible, last-minute technical failure is real!   I introduced Rachel's team to the Zoo

I can't get my zoom to allow annotations when screen sharing from an ipad, since all the students in my school use ipads this is a big problem.  Any way to share screen ipad to ipad and write on each others screen without using whiteboard, want to write on pdfs   thanks so much Andrew

I'm building a project hub in Zoom Docs for our ongoing client work.  This will replace Airtable as our PM platform, and I'm looking at ways to leverage automation to be more efficient and effective.I really like the task creation from AIC generated from meetings.  This would be even more useful if I could automatically port those tasks to the appropriate project and owner, based on the meeting being tied to the project and the assigned owner being on that project team.  I've tried using workflow bots and automation, but neither seems to address this issue.Has anyone been able to get this to work?  Is this a feature request or a lack of knowledge on my part?

この新しいブログシリーズでは、生成 AI を安全に導入する方法と理由、そしてお客様のために安全でセキュアな AI 環境を構築するために Zoom が行っている取り組みについてご紹介します。 人工知能が主流になり、テクノロジーによる効率化を新たな高みへと引き上げています。AI のメリットはほぼ無限のように感じられ、AI で何ができるかを私たちが再考する余地はどこまでも広がっています。 新しいアイデアを夢見ることは楽しいものですが、新しい AI ソリューションの導入には、それを実現するデータの保護と安全性に対する強いコミットメントが必要です。この新しい Zoom ブログシリーズでは、生成 AI を安全に導入する方法と理由、そしてお客様のために安全でセキュアな AI 環境を構築するために Zoom が行っている取り組みについてご紹介します。 生成 AI とその仕組み AI はさまざまな目的に活用することができ、AI モデルへの複数の入力と出力により、生成 AI は画像、単語、音声、ビデオ、データなどの新しいコンテンツを生成するツールとなります。生成 AI は人間にできることの限界を超え、さまざまな AI および機械学習アルゴリズムを使用して、プロンプトに対する回答を即座に提供します。これにより、人間はミーティング要約の作成、画像の調達、コピーライティング支援による執筆の行き詰りの克服などのタスクに生成 AI ツールを使用して、作業を加速し、貴重な時間を節約できます。 生成 AI ソリューションはエンドユーザーにとって大きな価値があり、より有意義な仕事に集中する時間を確保できます。ただし、ワークフローに導入する AI ツールを選択する前に、いくつかの点を考慮することが重要です。 解決したい問題を決定し、概要を説明する。AI を導入する目的は、カスタマー サービスの改善ですか？反復作業の簡略化ですか？新しいトレンドの評価ですか？コンテンツの迅速な翻訳とローカライズですか？ タイムラインを作成する。AI オプションの調査、評価、導入にかかる期間はどの程度ですか？組織内のどのチームがサインオフする必要がありますか？時間がかかりすぎた場合の代償は何ですか？ 自社にとって何が重要かを決定する。AI ツールによって、メリット、デメリット、そして評価するベン

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 ste

How many hoops do I have to jump through to get support from Zoom? If I'm already logged into my Zoom account, why do I have to log in separately to Zoom support? It looks simple to click "Give Feedback," but then there is an entire page of instructions on how to get help. Then when you finally get to a form to submit feedback, you have to filter through 20+ different options so you can help Zoom figure out which tiny arm of their expansive corporate structure should receive your question.  Unreal. If Zoom has AI, how about using AI to do some of the work currently dumped on customers? I should be able to type a simple question. I wanted to ask why Norma from SuperNormal has decided to crash every one of my Zoom meetings without my permission.  Google makes it easy to ask a question. Why can't Zoom do the same?  p.s. - Couldn't even submit this post. "Correct the highlighted errors and try again." I neglected to "label" my message. Again, somethi

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

I run simulive webinars and trainings where features evolve fast. Instead of re-recording entire sessions, I create short segments in Zoom Clips and combine only the parts I need for updated master videos. It's quicker, cleaner, and keeps content current.   What's New: Zoom Clips now supports combining multiple clips into one continuous video, with preview and per-segment trimming for smooth transitions. 🚀 Why This Matters Modular updates: Re-record a 90-second chapter, drop it into the master, publish Single source of truth: Keep one share link, swap segments as features change No extra editor required: Record, trim, combine, and share—all in Zoom Clips ⚡ My 10-Minute Workflow Record short segments in Clips (feature A, feature B, intro/outro). Trim as needed. Combine: Select segments in your Clips library and create one stitched video, adjusting each segment's in/out points in the preview. Share the master video via link or download. Add tags for easy discov

Is the webiner meeting opening feature included in the zoom training package?

As someone who often jumps between multiple meetings, some scheduled, some totally ad hoc, I’ve always struggled with one thing: making sure I never miss the start of any meeting. Between managing calendar alerts, emails, and just the chaos of the day, it’s easy to lose track and join late.   That’s why I was really excited when I discovered Zoom’s Auto-Call feature.   How It Works For Me? Once I enabled Auto-Call in my Zoom desktop app’s settings, I no longer had to worry about manually clicking the “Join” button or scrambling to find the meeting link. Instead, when a meeting I’m scheduled to attend starts, Zoom automatically calls me, and I get a prompt on my screen with options to Join or Decline the meeting. If I’m ready, I simply tap Join and jump right in. If I’m tied up or running late, I can tap Decline — and a message will appear reminding me that if I’m running late, I can join the meeting anytime by clicking the invite link later.   What I Love Most?  

Zoom Meetings 対応の会話型インテリジェンス プラットフォームである Zoom Revenue Accelerator を使用して、顧客とのより有意義な関係を構築しましょう。 ビデオは営業のコミュニケーションに革命をもたらしました。営業担当の 67% が営業の通話中に自分のビデオフィードをオンにすると、取引の締結がスムーズになると述べています。このような商談で、もっとも効果的な戦略ともっとも効果の低い戦略を特定し、次の商談に向けたテクニックの改善に役立つソリューションがあるとしたらどうでしょうか？ Zoom Meetings 対応の会話型インテリジェンス ソフトウェアである Zoom Revenue Accelerator を使用すると、営業チームは顧客とのやり取りから有意義かつ実用的なインサイトを得て、営業担当のパフォーマンスと顧客体験を向上させることができます。 会話型 AI で営業 IQ を強化する Zoom Revenue Accelerator は、顧客とのやり取りを分析して、営業ミーティングから重要なインサイト、アクション、コンテンツを特定します。営業リーダーはこのデータを使用して、営業チームに関する十分な情報に基づいた管理上の意思決定を行うこともできます。     会話中に Zoom Revenue Accelerator が分析し、インサイトを生成するための指標の一部を次に示します。 適切な質問 - 顧客に適切な質問をすることは、営業プロセスの重要なステップです。Zoom Revenue Accelerator は、顧客がユーザーの質問に回答するたびにそれを記録し、営業担当が質問の内容と方法を改善できるようにします。 最長の発言 - 調査によると、顧客は平均してプレゼンテーション内容の 10 パーセントしか覚えていません。ユーザーは、会話を簡潔に保てるようにレコーディングの概要から会話の長さと速さをすぐに確認できます。 次のステップ - 顧客に明確な次のステップを提供することは、意思決定を促す重要ポイントです。このソリューションにより、営業担当が見込み顧客に対する営業プロセスの次のステッ

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?

Hi Team,Could you please clarifiy on below questions:How many User Types supported by zoom?I can see user type field is deprecated. Should we avoide using it ?Thanks,Sailpoint