Enabling Follow-Up Tasks with Zoom AI

Account owners and admins can enable or disable Follow-Up Tasks with Zoom AI to automatically create tasks for follow-up after customer interactions, reducing the need for manual tracking. With Follow-Up Tasks, agents can stay focused on customers, avoiding distractions and errors from multitasking. This feature is supported on voice, messaging, and email channels.

Learn more about using Follow-Up Tasks with Zoom AI and how Zoom AI features handle your data.

For language availability, review the supported languages for Zoom AI features.

Requirements for enabling Follow-Up Tasks with Zoom AI

• Account owner or admin privileges
• Zoom Contact Center license

Note: Zoom AI may not be available for select verticals and select regional customers.

How to enable or disable Follow-Up Tasks with Zoom AI

Account

To enable or disable Follow-Up Tasks with Zoom AI for all users in the account:

1. Sign in to the Zoom web portal as an admin.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration then Contact Center.
4. Click Preferences.
5. Under General Settings, scroll down to Zoom AI section.
6. Click the Generate follow-up tasks toggle to enable or disable it.
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.