Using Ask ZRA

Ask ZRA introduces conversational intelligence and lets users ask questions through natural language about conversations, deals, accounts, pipeline health, and team performance, and get specific, grounded answers fast. This feature is directly available within the Zoom Revenue Accelerator (ZRA) dashboard and provides structured briefings analyzed from aggregated ZRA and integrated Customer Relationship Management (CRM) data.

Requirements for using Ask ZRA

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

Limitations for using Ask ZRA

Ask ZRA has the following limitations:

Access to Ask ZRA's complex queries uses Zoom AI Credits. To learn more about how this feature works with AI Credits, contact your account executive.

Ask ZRA's responses are limited to the accessible data sources based on the user's roles and permissions.

How to access Ask ZRA

Web

Sign in to the Zoom web portal.
In the top-right corner, click the Zoom Products icon .
In the Zoom Products menu, click Revenue Accelerator .
Revenue Accelerator will open in a new browser tab.
At the top-left of the dashboard, start the conversation in the Ask Revenue Accelerator bar .
Starting a conversation will display the side chat panel.

Windows | macOS | Linux

Sign in to the Zoom desktop app.
In the navigation bar, click the Revenue tab .
Note: If you do not see the Revenue tab , click the More tab , then click Revenue .
At the top-left of the dashboard, start the conversation in the Ask Revenue Accelerator bar .
Starting a conversation will display the side chat panel.

What to Ask ZRA

Ask ZRA supports questions across several categories. The table below shows the types of questions, scope covered, and example prompts.

Category	Scope	Example prompts
Pipeline health	Stage breakdowns, rep-level views, and filtered pipeline queries	“How is my pipeline looking this quarter?” “Show me pipeline by rep for this week” “Show me deals closing next month above $50K”
Team performance	Quota attainment, call volume, and coaching signals	“How is <sales rep> doing on her pipeline?” “Compare my team’s call volume to last quarter" “Which reps need coaching?”
Deal risks	Stalled deals, no-touch periods, and competitor mentions in calls	“Which deals have had no calls and no emails in 2 weeks?” “Which deals are at risk of slipping this quarter?” “Which of my deals have competitor mentions in recent calls?”

How Ask ZRA responds

Ask ZRA responds to users with structured briefings, in contrast to the free-form answers users get when asking about accounts or querying from Conversation Explorer. The structure consists of a headline, supporting signals, comparisons to prior periods, and recommended actions.

Headline: A short summary of the answer

Signals: A breakdown of the answer based on queried data

Comparison: An analysis comparing the answer to relevant past data, if any

Action: A recommended call-to-action based on the answer

Notes:

If the user's question is vague, Ask ZRA asks for clarification before completing queries.

Conversation sessions are multi-turn and uses conversation history with a context window of 20 turns.

Closing the chat panel will clear the conversation history.

Using this feature will use AI Credits. Learn more about using Zoom AI credits.