Generating Follow-Up Tasks with AI Companion

The Follow-Up Tasks with AI Companion 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 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 generating follow-up tasks with AI Companion

Zoom desktop app for Windows or macOS: Global minimum version or higher
Zoom Web App
Generate follow-up tasks enabled
Zoom Contact Center license

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

How to generate follow-up tasks after customer interactions

Sign in to the Zoom desktop app.
Click the Contact Center tab.
In the right-side panel, click the Engagement tab.
Scroll down within the Engagement tab and click the Follow-Up Tasks tab.
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.
(Optional) Right next to the Follow-Up Task, click the pencil icon to make necessary changes before saving.