Enabling ZRA third-party AI-generated content

Zoom Revenue Accelerator (ZRA) account owners or admins can enable or disable user ability to deal memos by using a third-party AI service. This feature is disabled by default.

Additionally, Zoom Revenue Accelerator's email Compose with AI feature allows you to create a follow-up email to your prospects directly from the Deals page. Compose with AI includes suggested content, topics, and recipients, and leverages AI technology, which may include third-party models, to help you write follow-up emails by using context from your conversation or context from historical email conversations. Zoom will use AI technology, including third-party models, to provide this feature. Zoom does not use any audio, video, chat, screen sharing, attachments or other communications-like content (such as poll results, whiteboard and reactions) to train Zoom's or third-party AI models.

Note: This feature is currently not available for users with External Revenue Accelerator Admin and Revenue Accelerator Collaborator roles.

Learn more about Zoom Revenue Accelerator email compose, other Zoom AI features, and how Zoom AI features handle your data.

Requirements for enabling or disabling Zoom Revenue Accelerator third-party AI-generated content

Table of Contents

How to enable or disable automated tags

Automated tags allows conversations to be automatically tagged with pre-defined tags based on their content, for creating more flexible custom briefs, indicators, filters, and scoring automation rules.

Enable or disable automated tags for the entire account

This setting allows account owners or admins to enable or disable automated tags for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Automated tags toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Click Save.

How to enable or disable deal memo

Deal memo allows users to use AI to summarize how a conversation impacts the possibility of a deal win and intentionally calling out customer objections. Deal Memos will be applied to relevant conversations tied to the associated CRM records.

Enable or disable deal memo for the entire account

This setting allows account owners or admins to enable or disable deal memo for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Third-Party AI-Generated Content toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. (Optional) Select the Associated with a deal check box to enable deal memo to CRM records associated with a deal.
  9. (Optional) Select the Associated with a customer (account) check box to enable enable deal memo to CRM records associated with a customer.
  10. (Optional) Select the Associated with a lead check box to enable enable deal memo to CRM records associated with a lead.
  11. Click Save.

How to enable or disable compose with AI

Compose with AI allows users to use Revenue Accelerator to create follow-up sales emails.

Enable or disable compose with AI for the entire account

This setting allows account owners or admins to enable or disable compose with AI for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Compose with AI toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Click Save.

How to enable or disable automated scoring

Automated scoring allows conversations to be automatically evaluated and scored for coaching purposes.

Enable or disable automated scoring for the entire account

This setting allows account owners or admins to enable or disable automated scoring for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Automated scoring toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Click Save.

How to enable or disable detect topics

Detect topics allows users to use AI to detect topics from their conversations

Enable or disable detect topics for the entire account

This setting allows account owners or admins to enable or disable detect topics for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Detect topics toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Click Save.

How to enable or disable detect notes for playbooks

Detect notes for playbooks allows users to use AI to detect mentioned elements of playbooks in their conversations and deals once configured.

Enable or disable detect notes for playbooks for the entire account

This setting allows account owners or admins to enable or disable detect notes for playbooks for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Detect notes for playbooks toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Click Save.

How to enable or disable ask anything

Ask anything allows users to leverage AI technology to ask questions and gain insights directly from their conversations and deals.

Enable or disable ask anything for the entire account

This setting allows account owners or admins to enable or disable ask anything for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Revenue Accelerator.
  5. Under AI Models Use, click the Ask anything toggle to enable or disable it.
  6. If a verification dialog appears, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. (Optional) Select the Conversation check box to enable ask anything for conversations.
  9. (Optional) Select the Deal check box to enable enable ask anything for deal.
  10. Click Save.