Upcoming Release

Details about upcoming releases will be posted as they become available.

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Current Release

November 30, 2023

Changes to existing features

• Support individual selections in Team filter
  When choosing a team filter for conversations, deals, and analytics, users can exclusively select parent teams without automatically including their child teams. Previously, selecting a parent team would automatically include all associated child teams, and unchecking all child teams would also deselect the parent team.

New and enhanced features

• User features
  • Enhanced data calculation for Won/Lost indicator chart
    The improved Won/Lost indicator chart calculates percentages based on deals rather than individual conversations. The new calculation formula is as follows: (The number of deals won OR lost with the keyword phrase mentioned) ÷ (The total number of deals won AND deals lost with the keyword phrase mentioned).
  • Additional Deal detail search filter
    Users can filter their Deal history activity search using meeting, call, and email type.
  • Support tracking of Clip views
    On the Conversation detail page, users can now see the number of clip views from both internal and external viewers. Views are defined as the number of times a clip is played, irrespective of the time the viewer spends watching the clip. Previously, there was no way to identify if a clip was viewed or not.

Resolved issues

• Minor bug fixes

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Previous Releases

Note: The information in the past release notes may have been superseded by subsequent release notes. Please review all current release notes carefully.

November 16, 2023

Changes to existing features

• Align Deal detail page with Deals list interface
  The Deal detail page and Deals list interface have been aligned for design consistency and a better user experience. Previously, the activity timeline on the Deal detail page had a different visual pattern from the Deals list and did not support pagination or days/weeks/months selection.

Resolved issues

• Minor bug fixes

November 2, 2023

New and enhanced features

• Administrator features
  • Enforce passcode for shared conversations
    Zoom Revenue Accelerator admins can enforce users within their account to use a mandatory passcode when sharing conversations. This setting is available at the account level and is disabled by default. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for November 18, 2023.
  • Indicators language configuration support
    Account owners and admins can configure language-specific Indicators and apply them to conversations transcribed in that language. For instance, Italian Indicators will only be applied to Italian conversations, which will provide a more relevant and actionable Analytics experience. Additionally, users can configure Indicators for all conversations, such as company names, regardless of the language. Furthermore, the new Add another language feature allows grouping of thematically similar Indicators across multiple languages, providing greater flexibility and efficiency in language-specific analysis. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for November 18, 2023.
• User features
  • Additional criteria for creating conversation Smart Playlist
    Users can select teams and populate all representatives from those teams. They can also create a Smart Playlist based on deal outcomes, allowing them to filter conversations and clips associated with deals that have been either won, lost, or both. In addition, users can create a Smart Playlist using Scorecard scores, allowing them to set the score range for specific scorecards that will serve as the basis for conversations added to the Smart Playlist.
  • Optimize tabs within the Analytics page
    A Speaker tab within the Analytics page has been added to provide clarity between conversation metrics and speaker metrics. Also, Engagement Score is added under the Conversations tab to ​​provide a comprehensive view of conversation quality.
  • Enhancement to Deals page
    The Deals page has been improved to streamline user experience and address deal discovery challenges. These enhancements include a keyword search to quickly locate deals and customers by name, the ability to select a customer account alongside a deal in the Advanced Filter section, as well as reduced visual clutter through abbreviated number notation for deal size and the introduction of a comma-separated standard for aggregated fields, such as deal counts.
  • Support attachment within Email Compose
    When creating a follow-up email to prospects from the Deals or Conversations page, users can add attachments with a maximum of 25mb for each email and 5mb for each attachment. The following file formats are supported: pdf, doc/docx, xls/xlsx, ppt/pptx, jpg/jpeg, png, gif, zip, rar, mp4, mov, mp3, civ, vcf, txt, and html.
  • Enhancement to Conversations page interface
    The Conversations page has been enhanced to enable a more intuitive and flexible search experience. Conversations will be under a single tab and advanced search filters can be used to drill down the list. This enhancement reduces clicks to capture the correct search query, introduces an accessible way to save filter views, and displays the percentage of the search query within the overall scope. The aim is to improve usability without compromising system performance or sorting functionality.
• Integration features
  • Enhancement to CRM team creation and management
    The CRM integration functionality of Zoom Revenue Accelerator has been enhanced to provide greater control and flexibility in team creation and management. This includes the ability to create parent teams in addition to child teams independent of the prior CRM connection setting , disconnecting from CRM for manual team creation, receiving confirmation prompts for CRM integration changes affecting manually created teams, and ensuring flexibility during transitions between CRM solutions for future changes. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for November 18, 2023.

Resolved issues

• Minor bug fixes

October 12, 2023

New and enhanced features

• Administrator features
  
  • Customizable Meeting Retention Policies
    Zoom Revenue Accelerator admins can set a retention policy that applies to meetings analyzed by Revenue Accelerator, preserving valuable analytics and leveraging the unlimited storage provided by Zoom RA. This feature is managed within Zoom Revenue Accelerator and is independent of the retention policy configured within the Zoom Meetings product. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for October 23, 2023.
• User features
  • Support for additional transcript languages: Polish, Danish, Swedish, Finnish
    Language support for multilingual transcription is expanding to include Polish, Danish, Swedish, and Finnish. All of these newly supported languages are currently in Beta. Conversation metrics, Screen Text, and Call Outs, such as Indicators, Next Steps, and Good Questions, are currently supported in Beta for these additional languages.
  • Activity Timeline and Further Enhancements to Deals page
    Users can have visual summaries of engagement activity, distinguishing between calls/meetings and rep/prospect-initiated emails, along with deal risk signals and warnings. Users can now compare multiple deals on the same timescale, drill down into activity timelines, and leverage sorting and filtering options based on various criteria such as activity count, close date, deal size, stage, and more. Additionally, Zoom Revenue Accelerator associates the next scheduled conversation with the appropriate Deal and surfaces this field as an available filter.
  • Conversation advanced search capability
    In the Conversations page, users can more easily view advanced search parameters to search for multiple terms and exclude specific terms. These search parameters are available in an easy-to-use expandable and collapsible side window panel. This feature enhancement allows users to refine their searches and identify critical moments in conversations and deal cycles  based on their specific criteria.

Resolved issues

• Minor bug fixes
• Resolved an issue where users with collaborator role were unable to view conversations

September 24, 2023

New and enhanced features

• User features
  • Access Email Compose from the Conversations page
    Users can access the Zoom Revenue Accelerator Email Smart Compose directly from the Conversation detail page, making it easier to create follow-up emails after calls. This feature includes suggested content, topics, and recipients, leveraging third-party AI models, to assist in writing messages based on context from the associated conversation. Previously, Email Smart Compose was only available from the Deals page.

Resolved issues

• Minor bug fixes

September 14, 2023

Changes to existing features

• Zoom IQ for Sales renamed to Zoom Revenue Accelerator
  Zoom IQ for Sales, a conversational intelligence add-on for Zoom Meetings and Zoom Phone, is rebranded as Zoom Revenue Accelerator. As part of this rebranding, associated web settings, descriptions, prompts, and other mentions are updated to be aligned with the new name. This change is dependent on a Web release currently scheduled for September 18, 2023.
• Simplified logic for identifying participants
  The logic by which Zoom Revenue Accelerator identifies internal and external participants for meetings and calls has been simplified. The revamped logic leverages a user-to-account lookup before considering the participant email domains.

New and enhanced features

• User features
  • Enhancement to Clip UI
    Enhancement includes spatial, tooltip, and scrolling-related optimizations to facilitate a smoother user experience when creating a video or audio clip.

Resolved issues

• Minor bug fixes
• Security enhancements

August 31, 2023

New and enhanced features

• Administrator features
  • Regenerate Next Steps, Good Questions, and Summaries: Admin control
    Zoom IQ for Sales admins can enable or disable user ability to regenerate Next Steps, Good Questions, and Summaries by using a third-party AI service. This feature is disabled by default and will not be immediately available, as it is dependent on a backend server update currently scheduled for September 4.
• User features
  • Enhancement to creating clips
    Users can effortlessly create clips by directly referencing and searching within the conversation transcript. This feature is applicable to both video and audio-only conversations, offering a more precise and efficient clip-creation process.
  • Ability to regenerate Next Steps, Good Questions, and Summaries
    If enabled by the Zoom IQ for Sales admin, users can choose to resend transcripts to a third-party AI service in order to generate a new version of Next Steps, Good Questions, or Summaries. Users have the option to select between the original and newly generated versions and save the preferred version for future reference. This feature can be only used once per conversation for each Next Steps, Good Questions, or Brief Summary. This feature will not be immediately available, as it is dependent on a backend server update currently scheduled for September 4.

Resolved issues

• Minor bug fixes
• Resolved an issue for a subset of users where conversation speakers were not properly identified

August 17, 2023

Changes to existing feature

• Conversation sharing optimization
  Sharing conversations is made easier with a single cohesive sharing option. This eliminates the confusion between Share Link and Copy Link buttons. The optimization also aims to establish a clear hierarchy for share permissions, ensuring a smoother and more transparent sharing process.

New and enhanced features

• Administrator features
  • Configure data redaction settings
    Zoom IQ for Sales admins can enable data redaction and configure the data to be redacted. Data redaction applies to transcripts, summaries, and next steps.
  • Ability to disable conversation transcript and summary edits
    Zoom IQ for Sales admins can disable edits globally for Transcripts, Meeting Summaries, and Next Steps across the entire account. The No One option is added to the Edit Transcript and Conversation Detail settings, allowing admins to ensure users cannot edit and correct transcripts in Meeting and Phone Conversations.
  • Enhancement to recording analysis threshold
    Zoom IQ for Sales admins can set the Phone Call duration threshold to either minutes or seconds, with a maximum limit of 5 minutes. Similarly, for meetings, they can adjust Meeting durations to either minutes or seconds, with a maximum cap of 10 minutes.
• User features
  • Support data redaction
    If enabled and configured by admins, redacted data in transcripts, summaries, and next steps will appear as asterisks to users.

Resolved issues

• Minor bug fixes
• Security enhancements

August 3, 2023

New and enhanced features

• Administrator features
  • Onboarding setup guide
    The onboarding setup guide ensures Zoom IQ for Sales admins are equipped with the necessary steps to increase the speed to value of the product to their organization. This guide features a clear, step-by-step progress flow to enable admins to configure Zoom Meeting, Zoom Phone, and email settings, assign IQ roles, track high signal moments with Indicators, and connect to their CRM environment. This feature will not be immediately available, as it is dependent on a backend server update currently scheduled for August 6, 2023.
  • Ability to manage themed Indicators
    Account owners and admins can create and configure themed indicators, which allow them to categorize various keyword phrases under specific themes. A common use case for this type of Indicator is to track adherence to an organization’s sales methodology. This feature makes it simpler to compare how often certain groups of terms are mentioned across different conversations within the Analytics section. 
• User features
  • Access to themed Indicators
    If set up by account owners or admins, users can utilize Themed Indicators throughout the product, similar to Basic Indicators. The main difference is in the Analytics section, where keyword phrases can be grouped, allowing for a clearer comparison of how themes are mentioned across conversations. Themed Indicators are commonly used to monitor how closely an organization’s sales methods are being followed.
  • Conversation page enhancement
    In the Conversation page, users can view deal information in a more space-efficient way with the ability to expand and access more detailed information. The update also includes a more visible share option.

Resolved issues

• Minor bug fixes
• Security enhancements

July 20, 2023

View the daily release page for links to related support articles.

New and enhanced features

• User features
  • Multi-Language transcript translation
    Users can easily translate conversation transcripts into multiple languages on demand and save these translations for future viewing. This feature currently supports Chinese, Dutch, French, German, Hindi, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Ukrainian, and Vietnamese in addition to English. 
• Integration features
  • Incorporate Opportunity Team from CRM
    Admins can configure which field Zoom IQ for Sales uses to determine the opportunity team in CRM. Users can see deals of the opportunity team on the Deals page, identify deals where they are part of the opportunity team, and add team members to the opportunity team of a deal.

Resolved issues

• Minor bug fixes
• Security enhancements

July 6, 2023

New and enhanced features

• User features
  • Conversation advanced search capability
    In the Conversations page, users can use advanced search parameters to search for multiple terms and exclude specific terms. This feature enhancement allows users to refine their searches and obtain more precise results based on their specific criteria.

Resolved issues

• Minor bug fixes
• Security enhancements

June 25, 2023

New and enhanced features

• Administrator features
  • Email compose with Zoom IQ for Sales
    Account owners and admins can enable or disable users' option to use Zoom IQ to create follow-up emails directly from the Zoom IQ for Sales Deals page. This setting is available at the account level and is disabled by default. This feature is currently not available for users with External IQ Admin and Zoom IQ Collaborator roles.
• User features
  
  • Support email compose with Zoom IQ for Sales
    If enabled by admins, users can use Zoom IQ to create follow-up emails directly from the Zoom IQ for Sales Deals page. Compose with Zoom IQ allows users to generate a follow-up email from scratch or using prompts.
  • Support scorecard deletion
    Users can delete scorecards they have submitted, allowing them to remove incorrect or irrelevant scorecards.
  • Enhancement to Deals detail page
    Users can view the conversation summary and search by participants from the Deals detail page.
  • Brief and extended meeting summary versions
    From the Conversation detail page, users can view the meeting summary in brief or extended versions and select which summary type is viewable by default. 
  • Enhancement to meeting summary notification email
    Email notification meeting summary availability has been enhanced to include relevant metadata such as time duration, customer, deal, and participants (especially external participants), a summarized version of the conversation in key chapter segments, identified next steps, mentioned indicators or topics with their frequency, and a convenient button to directly access the conversation within Zoom IQ for Sales.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where an internal server error would appear when exporting a list of Zoom IQ for Sales users

Note: The Incorporate Opportunity Team from CRM has been pulled from the release due to issues with deployment and will be available in another upcoming release.

June 8, 2023

New and enhanced features

• User features
  • Ability to comment directly from conversation transcript
    Users can comment directly from the conversation transcript instead of switching to the Comments tab enabling them to collaborate effortlessly and provide feedback within the highlighted sections of the transcript.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where duplicate entries of upcoming conversations were displayed in the dashboard

May 25, 2023

New and enhanced features

• Administrator features
  • Configure deal risk signals
    Account owners and admins can configure settings that will trigger warnings when specific activity criteria are met for open deals. These warnings can be set for deals with associated conversations or emails, as well as for deals with a deal size equal to or greater than the amount they have specified (in USD). Account owners and admins can configure role permission to manage who can view and edit the settings.
  • Manage recommended ranges for conversational metrics
    Account owners and admins can customize recommended ranges such as talk speed and filler words to guide coaching driven by conversational metrics. Newly configured ranges will reflect in Analytics, Conversation, and Dashboard tabs.
• User features
  • Deal risk signals
    Users can subscribe to deal-specific risk signals such as lack of engagement activity or missing keywords at deal close. These risk indicators will be displayed in both the Deals tab and the Deal detail page.
  • Improve conversation to deal matching
    Additional logic is added to improve the conversation to deal matching. Enhancements to logic full name matching and first name matching for deal matching. Scores are assigned based on criteria such as meeting start time and the presence of the opportunity name in the meeting name. The deal with the maximum score gets matched, and deals owned by meeting attendees or hosts are considered. 

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where the View in Microsoft Dynamics link redirected to the Microsoft Dynamics home page rather than the specific deal or opportunity page

Note: The Support scorecard deletion and Incorporate Opportunity Team from CRM have been pulled from the release due to issues with deployment and will be available in another upcoming release.

May 11, 2023

New and enhanced features

• User features
  • Conversation filter enhancement
    Users can create custom filter groups when searching for Conversations or Deals and save them for future use.
  • Improved Good Questions selection
    On the Conversation detail page, Zoom IQ users can now identify and select Good Questions asked by both internal and external meeting participants. This is an enhancement from the previous design, which aggregated questions asked by anyone on the call.
  • Download transcripts from the Conversation page
    Users can download conversation transcripts directly from the Conversations page. Previously, the only way to download a transcript was by navigating to the Recordings page.
• Integration features
  • Enhancements to conversations mapping to Salesforce integration
    Zoom IQ admins can configure Zoom IQ for Sales to push activity to a customer account, contact, or lead when the conversation is matched with any of these entities. Previously, this capability was not available for Salesforce.

Resolved issues

• Minor bug fixes
• Security enhancements

April 20, 2023

View the daily release page for links to related support articles

New and enhanced features

• Administrator features
  • Control support folder system for playlist
    Account owners and admins can enable or disable their users to create private playlist folders and view playlist folders across their organization. This setting can be applied through role management.

• User features
  • Support folder system for playlist
    Users can easily organize their playlists into folders and share them across their organization. They can keep the folder private, share it with everyone in the account, or share it with specific teams or members only.
  • Enhancements to the Dashboard experience
    With the enhanced Zoom IQ Dashboard, users can configure their dashboard experience based on their role and customize the key metrics they would like to view. This enhanced functionality includes showing upcoming meetings for the day, customizable summaries of important conversational metrics, subscribed indicators that have recently appeared in conversations, a configurable view of open deals, and an activity notification center.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where the conversation shows incorrect duration when the recording has been trimmed

April 6, 2023

View the daily release page for links to related support articles

Changes to existing features

• Additional step in configuring People.ai integration
  Account owners and admins will be asked to enter a verification code sent to their email address when configuring Zoom IQ for Sales integration with People.ai

New and enhanced features

• Administrator features
  • CRM data sync per team
    Account owners and admins can enable or disable data synchronization from the CRM on a per-team basis.
• User features
  
  • Enhancement to conversation video playback speed
    Users can select a playback speed of 1.25x in addition to the existing video playback options.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where each calendar invite meeting was synchronized twice with upcoming conversations
• Resolved an issue where the conversation duration was inaccurate if the recording had been paused

March 23, 2023

View the daily release page for links to related support articles

New and enhanced features

• Administrator features
  • Enhancement to Salesforce integration
    When allowing Zoom IQ to create new activities in Salesforce, admins can select to publish Competitors Mentioned either to the activity record and/or to the Main Competitor(s) field.

Note: The Conversation filter enhancement has been pulled from the release due to issues with deployment and will be available in another upcoming release.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where log out participants are not showing up in participants list
• Resolved an issue where marking more than one line as Next Step or Good Questions results in data inconsistencies between Analytics and Conversations
• Resolved an issue where Analytics uses an incorrect timezone

February 23, 2023

Resolved issues

• Minor bug fixes
• Technical enhancements
• Resolved an issue wherein clicking the View in CRM link from the Deals detail page does not direct to the correct page
• Resolved an issue wherein clips plays from the beginning of a conversation instead of the clip start point marker

February 9, 2023

View the daily release page for links to related support articles

New and enhanced features

• Administrator features
  • Enhancement to Indicators
    Zoom IQ admins can add and customize names of certain Indicators categories. The number of custom indicators per account is increased from 100 to 250.
  • Enhancement to Conversations mapping to CRM accounts
    Users can match conversations to a lead if conversations do not have an open opportunity and account to match to. Currently, we only push Zoom IQ analysis data to the CRM if a deal is matched.

• User features
  • Enhancement to Indicators
    Users can add a rule such as Stage during conversation, Customer, and Deal as additional filters and search for Indicators across conversations.

Resolved issues

• Minor bug fixes
• Resolved an issue wherein the pre-populated passcode for sharing conversations does not meet the password requirements

January 29, 2023

View the daily release page for links to related support articles

New and enhanced features

• Administrator features
  • Configure integration with People.ai
    Admins can configure Zoom IQ for Sales integration with People.ai, providing engagement intelligence data for the key personas and stakeholders in their account.
• User features
  • Support integration with People.ai
    When enabled by admin, users can view People.ai insights in conversations. People.ai’s insights combine with Zoom IQ for Sales’ conversational intelligence to provide a unique, holistic view of buyer roles and level of engagement across all digital touch points. This helps sellers grow pipeline, increase deal size, improve win rate, and shorten sales cycles.
  • Team filter enhancement
    Most recent team selection persists across all sub-tabs in the Analytics section of the product.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where offline ASR sometimes cuts a whole sentence that resulted to unnecessary segmentation errors in offline transcriptions
• Resolved an issue where conversations were matched to incorrect opportunities in Salesforce

January 5, 2023

View the daily release page for links to related support articles

New and enhanced features

• User features
  • Display conversation language
    In the Conversations tab, a Language column is available to show the language spoken in a particular conversation. This column is hidden by default but can be shown by interacting with the gear icon.
  • Additional clip sharing option
    Users can opt to share only a clip, without providing access to other segments of the conversation. This additional option is useful when clips are shared with external parties.
  • Allow comments in Scorecards
    Scorecards can be configured to allow users to add comments to all or only selected questions.

Note: The Enhancements to Dashboard experience feature has been pulled from the release due to issues with deployment and will be available in another upcoming release.

Resolved issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where offline ASR sometimes cuts a whole sentence that resulted to unnecessary segmentation errors in offline transcriptions
• Resolved an issue where conversations were matched to incorrect opportunities in Salesforce

December 15, 2022

View the daily release page for links to related support articles

New and enhanced features

• Administrator features
  • External admin role
    Account owners and admins can add users outside of their organization as an External IQ Admin. This role is designed to allow external parties to assist with account configuration during new customer onboarding or proof of concept trials.

Resolved issues

• Minor bug fixes
• Resolved an issue where the recording automatically plays while the Conversation detail page loads
• Resolved an issue in Analytics Market tab where no data populates when using the Advanced Filter to compare competitor mentions in wins vs losses

December 1, 2022

New and enhanced features

• Administrator features 
  • Export Deal and Conversation data into a CSV report
    Admins can generate a CSV report in the Analytics tab that consists of Deal and Conversation data based on filters defined by the end user. Report can include the following:
    • Conversation-level Information
    • CRM Information
    • Participant-level Conversational Metrics
    • Topics and Indicators Mentioned
    • IQ Usage Metrics
  • Additional auto-record options
    Admins can configure the automatic recording settings to only record specific teams or members. When selected, all other IQ users not specified will have the auto recording turned off by default. The lock function will be valid for the entire account and enforce each team and user's corresponding setting. Previously, when Automatic recording for scheduled meetings with external participants was enabled, it was applied to the entire account.
• User features 
  • Enhancement to Conversations mapping to CRM accounts
    Enhanced mapping logic so users can continue to check CRM for opportunity matching based on a timeline rather than only checking for a match immediately after the meeting has ended.

Resolved Issues

• Minor bug fixes
• Security enhancements
• Resolved an issue where the selected language is not adapted to all Zoom IQ pages
• Resolved an issue where the Deal details page displays the Timeline average data as undefined
• Resolved an issue where the Indicator data does not display when Region-Based Content Storage and Access is disabled
• Resolved an issue where the conversation detail still shows matching result for a deleted indicator
• Resolved an issue where Zoom IQ on desktop client prompts user to sign in again after a period of inactivity
• Resolved an issue where admins can only search the Zoom IQ list of users with their set display name.
• Resolved an issue where non-CRM users cannot search the Conversation comment mention list and smart playlist.

November 18, 2022

New and enhanced features

• Administrator features
  
  • Support for additional audit logs functionality
    Account owners and admins can access audit logs for importing emails and changes made to email settings.
  • Zoom IQ Collaborator role
    Account owners and admins can add Zoom users as a Zoom IQ Collaborator. Collaborators have limited access to Zoom IQ functions as determined by IQ admins. This role can be assigned to any Zoom user without needing to provision them with a paid Zoom IQ license.
  • Zoom IQ to CRM data synchronization
    Account owners and admins can allow Zoom IQ analysis results to reflect in HubSpot. Re-integration with Hubspot is required since there are changes to scopes/permissions. Previously, this was only available for Salesforce.
  • CRM data deletion
    When disconnecting integration between a CRM and Zoom IQ, admins will have the option of deleting or retaining all existing CRM data such as customer contact information, emails, and deal info.
  • Salesforce token expiration notification
    Admins can view their token expiration date and validity from the CRM integration page, along with a guide should they need to update the token.
• User features
  • Support for Zoom IQ on Zoom desktop client
    Users can use Zoom IQ from the Zoom desktop client version 5.12.6 or higher. Users will have access to a full suite of IQ features, excluding Account Settings and User/Role management capabilities. Viewing and subscribing to Indicators directly from the client will be supported in a future release.
  • Time-saving conversation playback option
    Cut to the Chase allows the recording to automatically begin playing from when the first external participant joins, skipping the early part of the call where the seller is alone or on with another team member. This is enabled by default, however, users can always disable if they prefer.
  • Global and custom filter enhancement
    In the Analytics page, users can save a global filter group that they can go back to when they revisit the Analytics portal, or create a filter group that they can reload and view at a later time.
  • Conversation playlist sharing
    When creating a playlist, users can set the permissions to private, share with everyone in the account, or share with a specific team or member.
  • Search all conversations by participants
    Users can search all conversations by call participant, including external participants. This includes meetings you hosted and meetings you attended.
  • Download conversations and clips
    From the Conversations page, users can download conversation and clip files. Previously, users could only share them via a link or an email.
  • Multilingual support for conversation transcript
    Users can adjust the language settings to set the transcript language. Languages currently supported are English, Italian, French, German, and Spanish. Conversation metrics, Screen Text, and Call Outs, such as Indicators, Next Steps, and Good Questions, will be supported for these additional languages in this release.
  • Additional Smart Playlist capabilities
    Users can create a Smart Playlist to capture selected topics, indicators, or keyword phrases from conversations and automatically add them to the playlist if the criteria have been met. Users can also match history conversations and choose from the last 30, 90, or 365 days.
  • External participant labeling for deal activities
    In the Deals activities page, external and internal participants are shown in separate columns so users can better differentiate between the two and allow them to filter their search if needed.
  • Conversations mapping to CRM accounts
    Users can automatically map conversations to the appropriate CRM account. Mapping is based on the participants on the call and contacts on the account, or leads similar to opportunity matching.

Resolved issues

• Minor bug fixes
• Resolved an issue where clicking on an Indicators chart object, the drill-down is not properly calculated
• Resolved an issue in the Conversations page where sorting does not reflect on meetings hosted by an alternative host
• Resolved issue for a subset of users where calendar integration failed and calls were not captured by Zoom IQ
• Resolved issue for a subset of users where the average data on the Deals page timeline were displayed as undefined
• Resolved an issue in the Conversations page where the Screen Text search displayed inaccurate results
• Resolved an issue in the Conversations and Deals pages where names and avatars were incorrectly displayed when querying callouts
• Resolved an issue where conversations did not map to an opportunity based on participant name/email

November 4, 2022

New and enhanced features

• Administrator features
  • Settings for Clip and Conversation Sharing
    Zoom IQ admins can set Share and Edit Permissions to control who can:
    • manage clip and conversation share settings
    • share clips and conversations
    • view clips and conversations via a shared link
    • the scope of content available for sharing
  • Track Conversation views and time spent in Zoom IQ
    In the Analytics page, Admins can track viewing times and number of conversations viewed per rep, comments made by a user, scorecards filled out by a sales manager, and clips and conversations shared by a user.
• User features
  • Clip and Conversation Sharing
    If enabled by Zoom IQ admins, users can share meeting conversations and clips with internal and external users. Depending on the type of access given, users can manage clip and conversation share settings including who can view and the scope of content that can be viewed, sharing via a link or via email, and setting a link expiration date.
  • Additional conversation playback control
    When reviewing a conversation, users can skip back 15 seconds in the audio and video track. Previously, only skip forward 15 seconds or skip to the next speaker were available.

Resolved issues

• Minor bug fixes
• Resolved an issue in the Deals details page displays an incorrect query result
• Resolved an issue where a new clip is generated when editing an existing clip

October 21, 2022

New and enhanced features

• Administrator features
  • Microsoft Dynamics team structure
    Zoom IQ admins can choose the team structure they prefer to use when configuring Zoom IQ integration with Microsoft Dynamics. The selection of the team structure determines what data Zoom IQ pulls from CRM (refers to deals of members in the selected team) and what data is displayed (refers to team structure view and access permissions). If you have the integration previously configured and chose to change the team structure, Zoom IQ will no longer use the current team structure and a new team structure will be applied from your CRM. Note that once this is updated, this action cannot be undone.
• User features
  • Link to Indicators in the email alert
    Indicators and keywords will be hyperlinked to allow users to jump directly to the indicators they are subscribed to.
  • Added non-participating host on Conversations list
    On the Conversations list page, the non-participating host will be listed as a no-show and the name will be grayed out. Previously, only the no-show participants were listed.
  • Display Sentiment and Engagement scores in Deal Timeline
    On the Deals detail page, Sentiment and Engagement scores are added to each conversation under a deal. When toggling on the deal timeline under Activities, the sentiment and engagement scores displayed on the tooltips are the average number within a week (rounded up if there are decimals). This overlay gives users a high-level understanding of how the deal is progressing.
  • Quick access to CRM record
    Users can access the CRM record in a webview directly from the Deals detail page. Currently, only Salesforce and Monday are supported.
  • Recording analysis completion email
    Users will be notified via email when a recording analysis is complete. The email includes the meeting topic, date, time, duration, and a summary of the conversation.
  • Talk-listen ratio recommended range
    How the Talk-listen ratio recommended range is measured will differ based on the number of internal participants in the call. Previously, the recommended range was between 40-70% regardless of the number of internal participants.

Resolved issues

• Minor bug fixes
• Resolved an issue where the Conversations that matched defined filters were not automatically added to the Specified Stage smart playlist
• Resolved an issue where the Role Members list View by Number option only worked for 15 per page.
• Resolved an issue where the Parent Team shows up as UUID instead of the normal display name when editing a team.
• Resolved an issue where accessing a modified Indicators shows Cannot read properties of undefined error
• Resolved an issue where the default Deal list is not in the proper order
• Resolved an issue where the Zoom IQ Conversation does not match with the HubSpot Deal.
• Resolved an issue where the conversation generated by meeting with an alternative host is not counted in the analysis
• Resolved an issue where the latest activity within the Deal page is not reflected in real time
• Resolved an issue where the Deals detail page returns an Internal Server Error when deal contains email data
• Resolved an issue where clicking on Review Full Conversation for Next Steps jumps to a different transcript keyword
• Resolved an issue where the Analytics page shows data from other reps rather than only the selected rep
• Resolved an issue where the Indicators show all 3 metrics instead of a single metric based on Zoom IQ admin configuration
• Resolved an issue for a subset of users wherein the Push and Delete to Salesforce option is not available when a Zoom phone conversation is associated with a deal
• Resolved an issue for a subset of users wherein external participants were incorrectly categorized as internal participants

September 28, 2022

New and enhanced features

• Administrator features
  • Settings for managing Zoom IQ users
    User and Permission Management section added to Role Settings so Zoom IQ admins can view and manage IQ users settings in a single unified role.
  • Zoom IQ to Salesforce data sync
    Account owners and admins can allow Zoom IQ to create new activities in Salesforce from conversation analysis to synchronize data between the two platforms.
  • Support for additional audit logs functionality
    Account owners and admins can access audit logs for changes made to conversation/email to Deal link, deal to conversation link, Topic Mentioned, and CRM integration.
• User features
  • Distinguish between attendees and no-show participants
    On the Conversations list page, no-show participant names are grayed out so you can easily distinguish them from those who attended the meeting
  • Changes to Conversations URL
    From https://zoom.us/iq/recordings, the Conversations URL is now https://zoom.us/iq/conversations
  • Analyze email within Deals details page
    For users with email integration enabled, the Deals detail page allows you to search through email content the same way you can search Meetings and Phone transcripts. It also allows you to drill down into the email thread for the complete context.

Resolved issues

• Minor bug fixes
• Resolved an issue for a subset of users where the import mail page for Monday CRM is not properly displayed
• Resolved an issue for a subset of users where Microsoft Dynamics CRM Team data sync fails
• Resolved an issue where tagging a user in the Conversations comments tab intermittently malfunctions
• Resolved an issue where the searched keyword is not highlighted in the Content Transcript
• Resolved an issue where editing the Deal information returns an error

September 20, 2022

Resolved issues

• Resolved an issue for a subset of users getting Internal Server Error in the Team details page when importing via CSV

September 16, 2022

View the daily release page for links to related support articles

New and enhanced features

• Administrator features
  • Configure Indicators
    Account owners and admins can set up specific words, phrases, or sentences in recording transcripts, also known as Indicators, to capture critical moments in conversations.
  • Report keywords that already exist in other Indicators
    When account owners and admins attempt to add a keyword that already exists in other Indicators, the system will inform them by highlighting that keyword. A tooltip will also show which Indicators that keyword is already added to. Account owners and admins will still be able to save the changes without an error.
• User features
  • View Indicators in Analytics
    Quickly In the Analytics tab, users can view how frequently an Indicator appears across conversations on an account, team, or user level. The Indicators appear in the tab that corresponds to their selected category upon configuration. Users can also drill down into specific conversations when clicking on an Indicators chart object.
  • Subscribe to Indicators in Dashboard and Analytics
    Users can subscribe to specific Indicators that will alert them via email when a phrase or noteworthy moment appears in a conversation. The cadence of these emails can be configured by the user upon subscription. The Dashboard tab will also show the most recent conversations that include subscribed Indicators.
  • Email notification when Indicators is deleted
    Users subscribed to Indicators will be notified via email when that Indicators is deleted.
  • Email notification when Indicators keyword is deleted
    Users subscribed to a keyword will be notified via email when that keyword is deleted.

Resolved issues

• Minor bug fixes
• Resolved an issue where the data for Good Questions are displayed incorrectly in the Dashboard, Conversations, and Analytics
• Resolved an issue where the option to mark content as Topic appears even when the Topic Mentioned is not configured
• Resolved an issue where Internal Server Error appears in Analytics when using Advanced Filters By Team
• Resolved an issue where Conversations does not display clips
• Resolved an issue with Topic mentions displayed repeatedly
• Resolved an issue where Filler Words are not highlighted in the Content Transcript
• Resolved an issue where the total number of Good Questions is not displayed in Conversations

September 8, 2022

New and enhanced features

• Administrator features
  • Monday CRM Integration
    Account owners and admins can integrate your Monday CRM account with Zoom IQ for Sales, so that deal progress data can be synced with Zoom IQ and provide additional analytics.
  • Support for additional audit logs functionality
    Account owners and admins can access audit logs for changes made to scorecards, coach sessions,s and when deleting a conversation.
  • Email notification when Monday token has expired
    Account owners and admins will receive an email notifying them that their Monday CRM token has expired.
• User features
  • Changes to recording notice for speaker diarization
    The Zoom IQ In-Meeting recording notice has been updated based on the latest privacy requirements to cover speaker diarization.

Resolved issues

• Minor bug fixes
• Resolved an issue where the Analytics and Conversations data does not match when filtered by Next Steps and Good Questions
• Resolved an issue where changes to Indicators email cadence are saving without error but settings go back to the previous selection
• Resolved an issue on the Deal detail page wherein when importing meetings and phone, team members are not properly displayed

September 7, 2022

Resolved issues

• Minor bug fixes

September 5, 2022

Resolved issues

• Minor bug fixes
• Resolved an issue where error 500 pops up when saving changes to Conversation detail
• Resolved an issue where an internal server error appears in Analytics when accessing the search result for Next Steps
• Resolved an issue where Summary and Smart Chapters data generation fail when Indicators is enabled

September 2, 2022

New and enhanced features

• Administrator features
  • Focus Terms
    Account owners and admins can configure specific terms and proper nouns such as company names that appear often in conversations to improve the performance of IQ’s transcription service.
  • Exclusion list for email integration
    Account owners and admins can configure an exclusion list to prevent emails from being imported for specific individuals in their organization.
  • Control mail visibility based on roles
    Account owners and admins can control who can view email content based on a user’s role.
  • Support for Audit log functionality
    Account owners and admins can access audit logs for changes made to Account Settings, comments, clips, and playlists.
• User features
  • Added Meeting Summary and Smart Chapters
    Quickly gain insights into the meeting with the help of Meeting Summary and Smart Chapters. This feature generates an automated text summary of each chapter and the entire meeting as well as thumbnails for each detected chapter.
  • Search Conversations with featured Callouts
    Users can easily search through Conversations with the help of suggested callouts such as Good Questions, Next Steps, and Filler Words.
  • Display cover image in recording player
    Users will see part of the recording rather than a black image as the recording’s cover image.
  • Transcript pane optimization
    When accessing Conversations, the timestamp is now beside the speaker’s name. The Transcript tab was renamed to Content and an additional Screen Text option has been added under it to show texts displayed during screenshare.

Resolved issues

• Minor bug fixes
• Resolved an issue where generated conversation status for recorded meetings always appears as Processing Analysis
• Resolved an issue where the number of conversations on the Deal page appears with a negative value
• Resolved an issue with the page timing out when importing domains for automatic recording settings
• Resolved an issue where Team Members list does not display on the Conversations page
• Resolved an issue where all phone recordings will not display clips

August 25, 2022

New and enhanced features

• Administrator features
  • Capability to add team members via CSV
    Account owners and admins can add team members by uploading a CSV file. Admins will see success or failed indicators during the process.

Resolved issues

• Minor bug fixes

August 17, 2022

Resolved issues

• Minor bug fixes
• Resolved an issue with getting a Moment not exist error in the conversation detail page when sharing or adding conversation to a playlist.

August 16, 2022

Resolved issues

• Minor bug fixes
• Resolved issue with Meeting analyze exclusions not working

August 14, 2022

Resolved issues

• Minor bug fixes

August 11, 2022

Changes to existing features

• Added list of non-hosted calls on My Conversations
  List of calls you have attended as a participant now appears on your My Conversation list along with the ones you have hosted.

New and enhanced features

• User features
  • Added option to filter Deals list by number of activities
    To reflect how many conversations are attached to a deal, the Number of Activities filter has been added.
  • Added option to filter Conversations list by Team Members
    Team Members column has been added to allow you to filter your conversation list by internal participants.

Resolved issues

• Minor bug fixes
• Resolved issue with Zoom Phone call showing the conversation but Number of conversations is displayed as zero.
• Resolved issue with Deal detail page keyword search result highlight indicator not showing up.
• Resolved issue with saving changes to deal information in Conversation detail page

August 9, 2022

Resolved issues

• Resolved issue for a subset of users wherein calls to fetch data from Microsoft Dynamics CRM are timing out.

July 28, 2022

New and enhanced features

• Administrator features
  • Access to delete conversations
    Added capability for Zoom IQ Admins to search and delete conversations so they can address privacy and security concerns within the organization.
• User features
  • Competitors and features in conversation metrics
    To understand how you perform against the competition and capture valuable feedback on your product’s features, competitors and features are added to the conversation metrics.

Resolved issues

• Minor bug fixes
• Resolved issue with missing analytics data for conversation
• Resolved issue with deal owner’s setting changes not taking effect on imported mail visibility
• Resolved an issue where the All Conversations page shows no data when the Stage during Conversation is used

July 14, 2022

New and enhanced features

• Administrator features
  • Unify Zoom IQ Admin settings
    Zoom IQ Admins can view IQ roles and settings without the need to create a separate system-wide role.
  • Topic Mentioned configuration
    Zoom IQ Admins can configure custom topics that will appear in future conversation analysis.
• User features
  • Show presentation details
    Recording list will show when slides were presented and how much time was spent on slides during the conversation.

Resolved issues

• Minor bug fixes
• Resolved issue with Salesforce integration Disconnect function failing
• Resolved issue with Microsoft 365 mail integration disconnect error 500 and connect mail integration failing
• Resolved issue with Conversation page being unresponsive after starting to play a recording on Safari 15.4
• Resolved issue with Zoom IQ dashboard incorrect data
• Resolved issue with Conversation page not showing external participants on recorded meeting
• Resolved issue with Conversation list and details pages showing inconsistent attendee names
• Resolved an issue with incorrect text labels on the Zoom IQ for Sales Settings page

July 6, 2022

Resolved issues

• Minor bug fixes
• Resolved an issue for subset of users with Gmail integration regarding new mails failing to map with deals

June 30, 2022

Changes to existing features

• Sorting Conversation list
  Users can sort the Conversation List table by engagement score and sentiment score.

New and enhanced features

• Administrator features
  • Configure topic highlights
    Added capability for owners and admins to select or create topics relevant to the Sales team for Zoom IQ to extract and analyze.
  • Salesforce integration notification
    Account owners and admins will receive an email notification and a visual cue within the Zoom web portal when they have successfully integrated Zoom IQ for Sales with Salesforce, and the token has stopped working or is about to expire.
• User features
  • Topic highlights
    When enabled by owners or admins, pre-defined topics will appear in the Topic Highlight section of the Conversation detail page. Users will be able to click on these topics and jump to the section of the transcript pertaining to the topic.
  • External participant labeling
    The Conversation detail page will show a label to differentiate external participants from internal participants.
  • Conversation processing analysis label
    When a recording is ready but is being processed, the recording will appear in the Conversations and Deals tabs with a Processing Analysis... label.
  • Show Next Steps in Conversation details
    Users can readily view next steps from a call in Conversation details.
  • Enhancement to Conversation detail page
    Conversation detail page shows participant-level metrics and defaults to showing the main internal speaker’s metrics. The user can hide or expand other internal participants’ metrics.
  • Manage Deals detail activities
    Allow users to manage activities on the Deals page. They can now remove emails, phone or meeting conversations that are incorrectly attached to a deal. They can also attach/import email, phone, or meeting conversations to a deal.
  • Analytics chart visual improvement
    Made adjustments to the Analytics charts based on data quantity for more optimal viewing.

Resolved issues

• Minor bug fixes
• Resolved an issue with not seeing Conversations that are more than 30 days
• Resolved an issue with Hide Metrics/ Show Metrics button still appearing even after moving the mouse cursor to a different object on the Conversation details page
• Resolved an issue with the Deal page not allowing batch mail import

June 19, 2022

New and enhanced features

• Administrator features
  • Microsoft Dynamics 365 Integration 
    Account admin can integrate your Microsoft Dynamics 365 account with Zoom IQ for Sales, so that deal progress data can be synced with Zoom IQ and provide additional analytics. 
  • Admin control of Zoom Phone call analytics
    Admins can enable Zoom IQ to analyze calls recorded through Zoom Phone. Admins can control auto-analyze based on call duration, as well as whether to exclude calls with internal participants.
  • Enhanced IQ Teams searching 
    Admins can easily find a team based on the member or manager name and make changes as needed.
• User features
  • Zoom IQ analytics for Zoom Phone calls
    Recorded Zoom Phone calls can be analyzed by Zoom IQ to provide conversational metrics similar to meeting recordings. Additional analytics filters allow users to view charting for Meetings only, Phone conversations only, or both Meeting and Phone conversations.
  • Video and audio player style change
    Optimized Play bar and enhanced overall user experience when using video and audio player.
  • Segment edits
    Added capability to edit segments and provide feedback to correct smart chapters. This allows you to re-segment and name smart chapters to correct erroneous or low-quality segments and titles. 
  • Optimized creation of smart playlist
    This enhances the user experience when creating a smart playlist.

Resolved issues

• Minor bug fixes
• Resolved an issue with not seeing Conversations that are more than 30 days

June 5, 2022

Changes to existing features

• Warning when deleting a Team
  When deleting a Team, users will no longer be asked to remove or move team members prior to deletion and will only be warned that action cannot be undone.

New and enhanced features

• Administrator features
  • Configure Deal permission
    Added capability for owners and admins to select the type of deals a user can view and edit.
• User features
  • View deals for the team or organization
    Depending on which option is enabled by owners or admins, users can view all deals within the team and/or all deals across the organization.
  • Coaching criteria label
    Added capability to edit Coaching scorecard criteria label.
  • Search text extracted from slides
    Added ability to search text extracted from slides on the Conversation List, Deal List, and Deal Pages to easily find content presented during a call.

Resolved issues

• Minor bug fixes
• Resolved an issue with failing to select a scorecard for other’s conversation
• Resolved an issue with the number of conversations displayed not updating even after a conversation has been deleted from a playlist
• Resolved an issue with the page not responding after trying to edit an existing smart playlist

May 27, 2022

Resolved issues

• Minor bug fixes

May 25, 2022

Resolved issues

• Minor bug fixes

May 19, 2022

Resolved issues

• Minor bug fixes

April 29, 2022

New and enhanced features

• User features
  • Enhanced analytic visuals
    Improvements to the analytics charts make it easier to view and analyze your conversation metrics.

Resolved issues

• Minor bug fixes

April 21, 2022

Resolved issues

• Minor bug fixes

April 13, 2022

• Introducing Zoom IQ for Sales
  Zoom IQ for Sales analyzes sales meetings and deals to provide actionable insights for identifying opportunities, assessing risks, and ultimately enabling and improving sales team performance. It uses machine-learning algorithms to process post-meeting transcripts and deal progress data from Salesforce, generating insights for sales reps and managers.
  Zoom IQ’s analysis covers customers’ reactions, conversational and selling skills, customer pain points, competitors, deal risk metrics, and more. It also supports sales coaching for both new hire onboarding and experienced sales rep improvements.