Generating Follow-Up Tasks with Zoom AI

The Follow-Up Tasks with Zoom AI feature uses AI to generate action items for agents after an engagement. It helps agents keep track of tasks without getting distracted or overwhelmed by the volume of interactions. This feature helps agents focus on customers while collecting and organizing follow-up tasks, enabling them to improve efficiency and customer satisfaction.

Learn more about enabling 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 generating follow-up tasks with Zoom AI

Note: Zoom Contact Center no longer supports devices running on Windows 32‑bit operating systems or 32‑bit browsers. To continue using Zoom Contact Center features, users must upgrade to a 64‑bit operating system and a 64‑bit browser.

Limitations for generating follow-up tasks with Zoom AI

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

How to generate follow-up tasks after customer interactions

  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the Contact Center tab .
    Note: If you do not see the Contact Center tab , click the More tab , then click Contact Center .
  3. In the right-side panel, click the Engagement tab.
  4. Scroll down within the Engagement tab and click the Follow-Up Tasks tab.
  5. Click Generate Follow-Up Tasks.
    You can generate tasks up to 3 times. Each click will produce a new set of tasks based on the engagement data.
  6. (Optional) Right next to the Follow-Up Task, click the pencil icon to make necessary changes before saving.