Using Conversation brief, chapters, and deal memos

Once the recording has been processed and analyzed, you can review the recording and associated metrics. The Conversation tab enables you to view the meeting summary in brief and edit it. You can use deal memos, which provide a brief summary of a conversation and an analysis of its impact on the possibility of winning a deal, to improve your customer conversations.

With the help of the chapters and their summary, you can quickly gain insights into the meeting. This feature generates an automated text summary of each chapter of the entire meeting as well as thumbnails for each detected chapter. The Smart Chapters feature contains a chapter title, a text summary for each chapter, and a snapshot of a chapter moment. You can select a particular chapter to reveal the text summary for that chapter and also highlight it on the play track. By default, the first chapter is selected and three chapters are displayed at a time. The duration of the chapter is also displayed as you're viewing the chapters.

Additionally, users can adjust the language settings to set the transcript language based on their preferences.

This article covers:

• How to use meeting briefs
• How to use meeting chapters
• How to use deal memos

Prerequisites for using Conversation summary, chapters, and deal memos

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license

How to use meeting briefs

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Revenue Accelerator then Conversations.
3. Click a conversation from the list that you want to view.
4. Under the conversation recording, click the Conversation tab.
5. In the Conversation tab, click Brief.
   The automated text summary of the entire meeting will appear.
6. (Optional) Click Regenerate to generate a new summary
   A pop-up window will appear. After generating a new summary, you can choose to keep the current version or save the new one.
   Note: 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.
   1. In the window, click Generate.
      A new summary will be generated.
   2. On the new summary, click View Original to switch back to the original meeting summary. On the original summary, click View New Summary to view the newly generated summary.
   3. On the summary that you want to save, click Save.
      A confirmation window will appear.
   4. In the window, acknowledge that saving the new summary will discard the previous version, or saving the original summary will discard the newly generated version. Then, click Save.
      Note: The summary can only be regenerated once and will be locked after its regeneration.
7. (Optional) Hover your mouse over the meeting summary brief, then click the following actions:
   • Edit : Edit the summary, then click Save.
   • Copy : Copy the summary to your computer's clipboard.

How to use meeting chapters

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Revenue Accelerator then Conversations.
3. Click a conversation from the list that you want to view.
4. Under the conversation recording, click the Conversation tab.
5. In the Conversation tab, click Chapters.
   The conversation chapters will appear.
6. (Optional) At the top of the Chapters section, click Copy all to copy all the chapters summary.
7. View and manage the chapter summaries:
   • Click the time on the Starts at link to jump to that specific time.
   • Hover your mouse over a chapter summary and select from the following actions:
     • Copy : Copy that section of the chapter summary.
     • Edit : Edit the Smart Chapters summary, Chapter Category, and Chapter Label, then click Save. You can also play that specific chapter of the meeting.
       Note: In the chapter summary, you can use a maximum of 1000 words.
     • Create : Create a moment from the transcript.

How to use deal memos

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Revenue Accelerator then Conversations.
3. Click a conversation from the list that you want to view.
4. Under the conversation recording, click the Conversation tab.
5. In the Conversation tab, click Deal Memo.
   The deal memo summarizes how a conversation impacts the associated deal timeline and calls out specific customer objections, including an analysis of its impact on the possibility of winning a deal.
6. Hover your mouse over the deal memo and click the copy icon to copy the deal memo to your computer's clipboard.