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, other Zoom AI Companion features, and how Zoom AI Companion features handle your data.

This article covers:

• Limitations of Follow-Up Tasks with AI Companion
• How to generate follow-up tasks

Prerequisites for generating Follow-Up Tasks with AI Companion

• Zoom desktop app for Windows or macOS, version 5.17.0 or higher
• Zoom Web App
• Relevant engagement feature privilege enabled by your admin
• Zoom Contact Center license

Limitations of Follow-Up Tasks with AI Companion

• Follow-Up Tasks with AI Companion may not be available for all regions or industry verticals

How to generate follow-up tasks

After customer interactions, agents can use the Follow-Up Tasks with AI Companion feature to automatically generate follow-up tasks.

1. Sign in to the Zoom desktop app.
2. Click the Contact Center tab.
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.