Using automated conversation tags for Zoom Revenue Accelerator
Once a conversation has been automatically tagged, additional features of Zoom Revenue Accelerator can be used to process that conversation for further. With automated conversation tags, conversations can be filtered in the Conversations page for quick sorting, have Indicators assigned to them, and be automatically scored all based on their assigned automated conversation tags.
Click the conversation you wish to view. The conversation details page will open.
Under the conversation title, hover over the tags icon , then click the pencil iconin the pop-up that appears. The Edit tags window will appear.
In the Edit tags window, make your changes to the existing automated tags applied to the conversation.
Click the close icon next to a tag to remove it from the tag list.
Type a tag into the tag field to add it to the tag list.
Click Save to save your changes or Cancel to undo them.
How to use automated tags in Revenue Accelerator automations
Once an automated tag is applied to a conversation, this can be used to apply other elements of Zoom Revenue Accelerator to the conversation based on its assigned tag(s). Briefs, Indicators, and Scorecards can all use automated tags to enhance their functionality.
Using automated tags with Conversation Briefs
Sign in to the Zoom web portal as a user with the privilege to access account settings.
In the navigation pane, click Account Management, then Account Settings.
Click the Revenue Accelerator tab, then AI models use.
Under Conversation Briefs, click Manage brief instructions. You will be taken to the brief management page.
Click either the External conversations or Internal conversations tab, then click Add brief instructions.
Fill out the details for your brief.
Apply instructions by tag: The tag that must be assigned to the conversation for this brief to be applied.
Name: The name of your brief.
Instructions: Instructions for your brief. You can click Edit from template and choose a template brief as a starting point if desired.
Click Save. Conversations with the assigned tag will have your brief instructions assigned to them.
Sign in to the Zoom web portal as a user with the privilege to access account settings.
In the navigation pane, click Account Management, then Account Settings.
Click the Revenue Accelerator tab, then Analytics.
Under Indicators, click Manage Indicators. You will be taken to the indicator management page.
Click Add Indicator or click the ellipsis and then click Edit to change an existing Indicator.
In the Tag-specific conversations field, search for the automated tag(s) you wish to have considered by the Indicator. Only conversations with this tag will have the Indicator applied.
Using automated tags with with scoring automations
Sign in to the Zoom web portal as a user with the privilege to manage scorecards
In the navigation pane, click Revenue Accelerator, then Coaching.
Click Scoring, then Scoring automation.
On the new page, click Add automation or edit an existing automation.
Click Add Condition rule, then Add Condition rule to create a new rule for your automation.
In the new rule’s Condition dropdown, select Conversation tags.
In the new rule’s Operator dropdown, select is any of (to apply the scorecard to conversations with at least one of the tags you choose for this automation) or is none of (to apply the scorecard to conversations that do not have any of the tags you choose for this automation).
In the new rule’s Search by tag name field, search for and select any tag(s) you wish to apply to the rule.
, then click the pencil icon 
in the pop-up that appears.
and then click Edit to change an existing Indicator.