AI-Agents for Client Services 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
Create a video link for a client team to meet right away.
Get a fresh video meeting link in your team channel when a teammate asks to meet, with a calendar event ready for everyone to join.
4 toolsAdd video links to client meeting invitations and update attendees.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Send approved agreements and keep client case handoffs clear.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsKeep client meeting commitments available for team follow-up.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsSend approved client agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsDeliver revised client images through a downloadable file link.
Your image editing requests end with a finished file in the project folder and a download link in the requester's inbox.
Share each approved project's signing link and send confirmation.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsFind the right client appointment link for a reply.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsSend client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsKeep client meeting decisions and next steps in searchable notes.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
5 toolsSave client meeting follow-ups where account teams can find them.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsSave client meeting notes on their private calendar pages.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
