Customer Success Forum topics

Empowering Educators and Students with Zoom’s AI Companion 2.0

Dee_S — Fri, 01 Nov 2024 03:33:24 GMT

Zoom AI Companion 2.0 represents the latest evolution of Zoom’s AI assistant, designed to surface key information, prioritize tasks, and seamlessly transform user interactions across the Zoom ecosystem into actionable insights. With enhanced capabilities, AI Companion 2.0 not only expands context and synthesizes information but also helps users streamline their workflows, giving them more time to focus on impactful work and foster meaningful connections with team members.

One standout feature within Zoom Meetings is Ask AI Companion Questions. This tool enables users to access a convenient side panel during a Zoom meeting, providing real-time support and context-specific assistance. Here are just a few of the many valuable applications this feature offers to the education sector:

For Educators:
1. Use the Zoom AI Companion to stay updated on ongoing discussions.
2. Instantly create study guides highlighting key topics directly from meeting transcripts.
3. Generate quizzes with answer keys based on lecture content to reinforce learning.
4. Plan for upcoming lectures by gathering relevant information and insights.
5. Develop a list of engaging questions, interactive games, or storytelling prompts to enhance student participation.

For Students:
1. Catch up on or summarize the lecture at any point to stay engaged.
2. Extract anecdotes shared during the discussion to deepen understanding.
3. Get quick definitions for acronyms or jargon used throughout the lecture.

With AI Companion 2.0, users have access to a versatile personal assistant, making it easier to navigate both work and study environments effectively. By automating tasks and offering tailored support, AI Companion empowers users to maximize their productivity and focus on what matters most.

Zoom Contact Center Webinar Series

EmersonS — Thu, 31 Oct 2024 21:59:42 GMT

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!

Zoom: Customizing Line Keys and Position Settings

Tash_Balaguer — Thu, 31 Oct 2024 20:25:02 GMT

At Zoom, we offer the capability to customize your line keys and position settings with ease.

If you possess a desk phone that supports multiple lines, you can personalize the line keys displayed on the device, which is particularly beneficial if you manage multiple or shared lines. For line keys linked to your direct numbers, you have the option to modify the order, outbound caller ID, and alias. For line keys associated with shared lines, you can adjust the order or alias.

Once you have completed customizing your line keys in the Zoom web portal, your desk phone will automatically reboot to implement the changes, provided it supports multiple line keys. Additionally, you can customize your line keys and positions by importing a CSV file.

Below, I have outlined the steps for accessing the line key settings both as an Admin and as a User.

If you are a Zoom Phone admin, you can access line key settings for phone users' desk phones or common area phones.

Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
In the navigation menu, click Phone System Management then Users & Rooms.
Click the Users or Common Area Phones tab.
Click the name of the phone user or common area phone.
Click the User Settings or Settings tab.
In the Keys & Positions section, click View or Edit.
Click Manage Keys.

As a phone user, you can access line key settings for your own desk phones.

Sign in to the Zoom web portal.
Click Phone.
Click the Settings tab.
In the Keys & Positions section, click View or Edit.
Click Manage Keys.

You may be curious about the prerequisites for utilizing Zoom Phone Certified Hardware, check the below list for additional information.

Desk phones must support TLSv1.2 to work with Zoom Phone.
You must have the latest firmware version listed below for your device to work properly. Click the firmware version in the tables below to download it. Starting October 2021, the Firmware supported column states the release date of the firmware.
To see firewall rules for zero-touch provisioning, refer to the firewall rules for Zoom Phone.

At Zoom, we provide a versatile platform that enables seamless integration with your existing physical phone systems.

Zoom and Microsoft Teams: A Powerful Partnership for Modern Workflows

crissyd — Wed, 30 Oct 2024 23:56:30 GMT

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:

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.
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.
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.
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.
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.

Zoom Recording Glitch and Technical Support

rseline — Sat, 26 Oct 2024 16:43:39 GMT

Zoom recording settings are failing over and over again - with the most serious occurring yesterday. A one hour session recorded with a senior US government official for distribution and an announcement is "corrupted" and cannot be located. We have evidence it was recorded by not just observing the prompt and hearing it for the start and finish of the recording, but with the addition of the linked app - READ AI - showing a recording and a transcript accordingly. However READ AI is not allowing us to access our own information without paying an additional fee.

In turn, Zoom Technical Assistance has sent us 6 different emails with 3 different tickets, from 5 different Zoom employees - and the latest being an email saying our ticket has been "closed".

With apologies for this bold statement but what the F is going on with Zoom and its engineering-technical situation? We have been on 10 recorded work sessions over the past month - some on our account, some on others - and anywhere from 45-60 minutes into the sessions, Zoom recording just shuts itself off.

Anyone in the community much less Zoom leadership care to address this urgently and appropriately?

Accidentally Clicked Educator Account

TrongNguyen — Fri, 25 Oct 2024 09:09:33 GMT

I was looking to sign in to Zoom, but clicked the educator account at the bottom out of curiosity. I am now unable to sign in without being prompted to enter educator settings. Is there any way to disable this so I can just have a regular Zoom account again? I am currently using a different email to post this.

Obtener reporte de inscritos

OnlifeAcademy — Wed, 23 Oct 2024 23:12:52 GMT

Hola, su ayuda por fa, requiero obtener los datos de las personas que se inscribieron al curso. previamente diligenciaron el formulario de registro, pero no se donde lo obtengo (no es el de record de reunión, ese ya lo tengo)

Zoom Phone Admin training or recorded webinars

jocho — Wed, 23 Oct 2024 21:00:08 GMT

Hi, I was found a couple of Zoom Phone admin training links that lead me here, but they were well in the past. Are there Zoom Phone Admin training webinars scheduled in the future? Or, do recordings exist of past trainings that I could access?

How to Increase youtube Live video Qulity to 1080p from Zoom starting Live streams

KaweeshaAvindu — Mon, 21 Oct 2024 10:07:22 GMT

Elevate Your Zoom Experience: Explore Our New Digital Customer Success Hub

iambobsat — Fri, 18 Oct 2024 17:04:36 GMT

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!

Expecting a VIP in the office? Try using Visitor Management

lancetlc — Tue, 15 Oct 2024 20:49:49 GMT

Zoom Rooms Visitor Management is a powerful tool designed to streamline your in-person meetings, improve security, and provide valuable insights. By automating the check-in process, managing visitor access, and generating detailed reports, this feature can significantly enhance your organization's workflow.

How it Works:

Set it Up: Customize your settings to fit your organization's needs.
Check-In: Visitors easily sign in using a designated device.
Get Notified: Receive instant alerts when visitors arrive.
Manage Access: Grant or deny access based on your rules.
See Reports: Track visitor activity for valuable data.

Benefits:

Enhanced Security: Keep your spaces safe and secure.
Save Time: Streamline the check-in process.
Impress Visitors: Create a positive first impression.
Gain Insights: Track visitor activity for valuable data.

Use Cases:

Corporate Offices: Manage visitor access to meeting rooms, conference spaces, and executive suites.
Educational Institutions: Streamline the check-in process for campus visitors, students, and faculty.
Healthcare Facilities: Ensure secure access to patient waiting areas and restricted areas.
Government Buildings: Manage visitor access to sensitive areas and generate reports for security and compliance purposes.
Event Venues: Streamline the registration and check-in process for attendees at conferences, trade shows, and other events.

Ready to level up your meetings? Try inviting guests with Visitor Management today!

Remember: With Zoom Rooms Visitor Management, you're not just managing visitors; you're empowering your team to focus on what matters most: your meetings.

Accessing and changing my old password.

ReggieW — Fri, 11 Oct 2024 02:14:58 GMT

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.

Zoomtopia 2024: Unveiling the Next Generation of AI Companion 2.0

KhatC — Wed, 09 Oct 2024 20:23:03 GMT

Zoomtopia 2024 is a groundbreaking event that showcased the future of virtual communication. One of the most exciting announcements was the launch of AI Companion 2.0, a next-generation AI platform designed to enhance human connection. Building upon the success of its predecessor, AI Companion 2.0 introduces a suite of innovative features that streamline workflows and boost productivity across various aspects of professional life. In addition to the features we have come to love like summaries for Meetings and Phone calls, Whiteboard content generation, and Team Chat and Mail compose, the items below are just some of the amazing features that will be included in AI Companion 2.0:

Zoom Workplace:
- Document Analysis: Get information about documents connected to Zoom Workplace, including email attachments, documents from chat, and Zoom Docs.
- Company Directory Search: Quickly find the information you need about your colleagues and teams.
- Citations: Hover over the response given by AI Companion to learn more about the source.
- Tasks: Stay on top of action items with Zoom Tasks
Meetings:
- Web Query: Access relevant information from the web directly within your meetings.
- Next Steps: Automatically generate action items based on meeting discussions.
- Agenda: Create personalized meeting agendas with AI assistance.
Team Chat:
- Query a Chat Channel: Search through chat history effortlessly.
- Prioritize My Chats: Focus on the most important conversations.
Mail & Calendar:

Summarize an Email: Get a concise overview of key points in your emails.
Query an Email: Find specific information within your emails.

Docs:
- Summarize a Doc: Quickly understand the main points of your documents.
- Query a Doc: Search for specific information within your documents.
Spaces:
- Office Queries: Get answers to your office-related questions.
- Room Recommendations: Find the perfect space for your meetings or events.
- Room Reservations: Easily book meeting rooms and other office spaces.
Contact Center:
- Conversation Summary: Review key points from your customer interactions.
- Follow-up Tasks: Generate tasks based on customer conversations.

This powerful AI platform is set to revolutionize the way we work and communicate, making it easier than ever to connect with colleagues and clients.

If you weren't able to attend Zoomtopia or would like to rewatch the sessions, check 'em out here.

New report uncovers what bad collaboration can cost your organization — and how you can help fix it

rome810 — Tue, 08 Oct 2024 00:26:24 GMT

Zoom and Morning Consult surveyed nearly 8,000 leaders and employees from 16 countries to learn how people prefer to work together and what gets in the way of collaboration. Here's what we found out.

Have you ever had trouble finding time on colleagues’ schedules to connect? Or experienced a misunderstanding in communication between teammates? Turns out you may have been a victim of bad collaboration. It’s more common than you might think — and the time spent resolving issues related to inefficient collaboration can quickly add up.

Our Global Collaboration in the Workplace report, based on a survey conducted by Morning Consult of nearly 8,000 leaders and employees from 16 different countries, uncovers:

How people prefer to work together
Common collaboration challenges
The projected costs of fixing bad collaboration

All told, we learned that the time spent resolving issues related to inefficient collaboration can cost organizations an estimated $16,491 a year per manager in wasted time, or up to $874,000 annually for an enterprise of 1,000*.

Check out a summary of our findings below, and read the full report for an in-depth look at global collaboration — as well as takeaways you can apply within your own organization.

Leaders struggle with collaboration more than their employees

Leaders were more likely to spend a significant amount of time collaborating with colleagues, especially in meetings and email. Fully remote leaders reported the highest numbers here: more than half of this group spends three or more hours a day on email (56%) and virtual meetings (52%).

Leaders also spend more time than employees resolving the following common issues related to bad collaboration and take more time to refocus between tasks. All this adds up and can end up costing organizations in the long run.

Most people prefer instant messaging/chat — but preferences differ by generation

How do you like to collaborate at work? Leaders and employees agreed that instant messaging/chat was their preferred method of collaboration.

Too many apps = more challenges

IT leaders are constantly bombarded with sales pitches and employee requests for new apps and tools. Individually, each one promises to solve a problem, but the report shows that too many apps were actually associated with greater collaboration challenges. Those who reported using more than 10 apps for work were more likely to struggle with issues like misunderstandings in communication, lack of engagement from colleagues, and lack of alignment than those who reported using fewer than five apps.

Want more insights? Read the report

Access the full Global Collaboration in the Workplace report for a data-driven look at the biggest collaboration challenges facing your teams today and how AI affects productivity. You’ll also gain exclusive insights into how you can help them work better together.

Vulnerability considerations

jrh5249 — Mon, 07 Oct 2024 14:22:15 GMT

Hello

I have been trying to find information regarding zoom updates, and how they are implemented. The company I work for is not a "Zoom Shop", but multiple users have zoom workplace installed in order to meet with external vendors. Users do not log into workplace but utilize the "Join Now" feature. Trying to decide if this launcher can be exploited if no one logs in, or if we should just aim to use meeting functionality in a web browser.

Any insight would be appreciated.

track sources problem

Arezkid — Thu, 03 Oct 2024 16:05:42 GMT

I have a Zoom Workplace Pro account and I am trying to track sources of registration for an upcoming zoom call. I followed all the directions of the zoom bot thingy and even ChatGPT and nothing seems to be working. Please help!

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

jrmagno — Tue, 01 Oct 2024 20:06:07 GMT

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!

Fraudulent email?

ParkNicCoach — Wed, 25 Sep 2024 18:24:03 GMT

Hello,

I received an email from zoom-resync-donotreply@sender. (my website name).com and the message was:

Dear (my name),

The Zoom integration for (my email) (Location: MyName) has expired, leading to disconnection. As a result, video conferencing links won't be generated and synced in the application, potentially causing issues with appointments.

Please click here to login and follow these steps to resync your Zoom account:

Click on the Settings button in the left navigation panel.
Select My Profile and go to Integrations.
Locate the Zoom option and click on the delete icon.
Confirm deletion by clicking “Confirm” in the popup.
Your account has been deleted.
Now, click on Connect.
Enter the required details and sign in to your Zoom account.

Your Zoom account is successfully resynced. "

I am confused because my zoom meetings have been working fine today, but mainly the email sender looks maybe fake? Can anyone clarify whether this is a legit message? Is is what they are saying to do a real thing? Thank you

zoom Website

rsorrell — Wed, 25 Sep 2024 14:18:26 GMT

Nothing happens when I choose "Cookie Preferences" at the bottom of the Zoom website

ZOOM UPDATES

DavidTRI — Sat, 21 Sep 2024 16:43:56 GMT

I was scheduling a meeting and was told "I needed to update ZOOM."

But, it did not give me a link.

The Virtual helper was of no use finding it.