Using Projects in Zoom CX Insights

Projects in Zoom CX Insights allow users to organize prompts, reports, and saved analyses into structured folders. Users can group related conversations, add project-level instructions, review generated artifacts, and share entire projects with teammates, making it easier to collaborate and quickly return to past analysis work.

Each project acts as a folder in Zoom CX Insights. When creating a project, users can assign a name and optional instructions to help organize project context. Related conversations are grouped as recent chats inside the project, and any reports or analyses generated during those conversations are stored as artifacts at the project level.

Users can also organize conversations into a project from their chat history using the options menu. Once inside a project, users can rename chats, move them to a different project, share individual chats with teammates, or remove them from the project entirely. Entire projects can also be shared with other users, who receive an email invitation to access the project.

Requirements for using Projects in Zoom CX Insights

To use CX Insights, ensure the following prerequisites are met:
Note: Availability of CX Insights features and data visibility depend on your account’s licensing, connected data sources, and role permissions.

Table of Contents

How to create a project

  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click My account.
  3. In the side menu, click CX Insights.
  4. In the left navigation panel, click Projects.
  5. On the top right or at the center of the page, click + New project .
  6. In the New project dialog, enter a name for the project.
  7. (Optional) Enter instructions to organize the project.
  8. Click Create.

How to add a conversation to a project

You can add existing conversations from your chat history to a project:
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click My account.
  3. In the side menu, click CX Insights.
  4. In the left navigation panel, click Projects.
  5. In the left sidebar, hover over a conversation in the History section.
  6. Click the ellipsis icon that appears on the right.
  7. Select Add to project from the context menu.
  8. Select the target project from the submenu.

How to manage chats within a project

Once a conversation is inside a project, you can manage it by hovering over the chat in the project's Recent chats section and clicking the ellipsis icon . The available actions are:

How to share a project

You can share an entire project with other CX Insights users. When you share a project, the recipient receives an email notification with a link to access the project and all its associated chats and artifacts.
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click My account.
  3. In the side menu, click CX Insights.
  4. In the left navigation panel, click Projects.
  5. Open the project you want to share.
  6. Click the Share button at the top of the project page.
  7. In the Share project dialog, search for users by name to add them.
  8. (Optional) Copy the project link using Copy link.
  9. Click Done.
    The invited user will receive an email with access to the project.

How to view project artifacts

Each project maintains an Artifacts section that stores all reports and analyses generated from conversations within that project. To view artifacts, open the project and look for the Artifacts panel on the right side of the project view. Each artifact is listed by name, and you can click on one to open the full report.

Tips for using Projects effectively