AI-Agents for Consultants working with Zoom
Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
File client decisions and agreed actions from recorded meetings.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
5 toolsSave client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsSave client discussion notes under the scheduled meeting.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
Refresh client meeting invitations with the current joining link.
Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.
Add a joining link to each booked client consultation.
You and your client get the same joining link in the updated invitation for a video appointment.
Reserve consultation slots and confirm times with clients.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Offer clients live consultation times and booking links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsShow clients call openings on their preferred local dates.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsFile client workshop decisions and next steps in the team's notes library.
Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.
5 toolsPrepare an engagement proposal from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Capture client decisions and next steps from recorded discussions.
Get meeting notes your team can search and share, with clear decisions, follow-ups, and a link back to the recording.
Resend current client session invites when guests need a new link.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.
