Enabling Follow-Up Tasks with AI Companion

Account owners and admins can enable or disable Follow-Up Tasks with AI Companion 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 AI Companion and how Zoom AI Companion features handle your data.

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

Requirements for enabling Follow-Up Tasks with AI Companion

• Account owner or admin privileges
• Zoom Contact Center license

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

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

Account

To enable or disable Follow-Up Tasks with AI Companion 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 navigation menu, click Contact Center Management then Preferences.
3. Under General Settings, scroll down to AI Companion section.
4. Click the Generate follow-up tasks toggle to enable or disable it.
5. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.