Helps agents analyze trends, create insights, write follow-ups, develop processes, and improve customer satisfaction.
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Analyze trends and patterns in customer concerns to improve CSAT
Analyze large volumes of customer interactions and meeting data to identify meaningful patterns and trends that could improve CSAT scores. Address common issues and implement service improvements to enhance customer satisfaction.
Products used
Use this prompt after 1 or more meetings. Include the prompt in AI Companion in Zoom Docs and add 1+ meetings to the prompt. Add additional context like goals or KPIs you are focused on to steer AI Companion on the outputs.
Analyze the meeting(s) for emerging trends or patterns in customer concerns. How can these insights guide our customer success initiatives and drive continuous improvement in service quality? The initiatives we are focused on are [initiative 1, initiative 2,...]
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Drive better outcomes with customer success-based insights for Customer Meetings
Extract and leverage key success metrics and insights during customer meetings to drive better outcomes. Identify opportunities for improvement and demonstrate value in real-time while engaging with customers.
Products used
Use this prompt in Meeting Questions or in a Zoom Doc with a number of meetings with the same customer. Edit the KPIs you use as well as provide insight into the products/services you are focused on driving with your customers.
Review the meeting and extract valuable insights related to customer success, focusing on the following commonly tracked metrics with each separated in its own category in a large header font:
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Customer Satisfaction (CSAT);
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Net Promoter Score (NPS);
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Customer Retention Rate;
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Time to Value.
Included under each metric, identify and summarize the key takeaways in bullet points using bold text for highlighting each sub-section, including:
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Strengths: Positive feedback or behaviors that indicate strong performance in relation to the metric.
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Areas of Attention: Opportunities or concerns that may impact customer success in the future.
Link the insights back to how they impact customer engagement, satisfaction, and retention. For each point, consider how this information can be leveraged to enhance the customer relationship and improve overall customer success outcomes.
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Email follow up with customer after meeting
Craft personalized and effective follow-up emails after meetings with consistent communication quality. Document key discussion points with professional messaging to drive customer engagement.
Products used
Use this prompt to create an email from a customer meeting. Attach the AIC aware meeting to the prompt in a Zoom Doc or use it in AIC 2.0 with the meeting referenced. Double check formatting to suit your needs.
Create a follow-up email from the Customer Success Manager to the customer from this meeting. The email should have the following components, with each section bolded for clarity but not explicitly labeled in the actual email body:
1. Subject: A relevant subject line that captures the theme of the discussion.
2. Email Body:
• Greeting: A friendly and professional greeting.
• A brief summary of the key discussion points from the meeting, integrated naturally into the email.
• Action Items: A list of action items that were agreed upon during the meeting, including the owners responsible for each action and any deadlines if applicable.
• A closing statement inviting the customer to reach out with any questions or for further assistance, seamlessly included in the text.
Ensure the tone remains professional and approachable, and format the email so that each major component is clearly bolded, without explicitly stating section headers in the body
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Customer Success Email response to Customer inquiry
Quickly analyze and respond to incoming customer inquiries without sacrificing personalization and quality. Reference multiple knowledge bases and product details to provide accurate, comprehensive responses that address the customer's specific needs.
Products used
Use "New Document" tab to create a new doc, paste customer email in the doc. Just below the email click on AI Companion and paste the prompt.
You are a Customer Success agent at Zoom providing personalized email support. Your goal is to address customer inquiries in the email above while promoting Zoom products. Provide logical section headers with items listed using bullet points and bold text to highlight key points.
Tasks:
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Analyze the customer's email to identify questions, concerns, and underlying needs.
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Craft a warm, supportive response addressing each point, personalized to the customer
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Include direct links to relevant Support pages and quotes or details to reinforce your answers.
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Highlight opportunities to introduce [INSERT PRODUCT NAME] or other products that suit the customer's needs.
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Close with a summary that emphasizes [COMPANY NAME] commitment to satisfaction and includes an open-ended question for further inquiries.
Support:
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Use the latest [COMPANY] resources, case studies, and customer success stories.
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Tailor language and tone to match the customer’s style and technical level.
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Use bullet points for clarity on multiple questions or instructions.
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Briefly mention [COMPANY NAME] data security and privacy commitment.
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Provide a thorough, solution-oriented response positioning [COMPANY] as the ideal solution
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Create new support processes
Develop data flows to define processes.
Products used
Go to your Zoom Whiteboard tab, click new Whiteboard, Click the AI Companion diamond and enter the prompt.
Create a data flow diagram for a new customer support process. Include the following steps: initial customer contact, ticket creation, issue assessment, routing to appropriate department, problem resolution, and customer feedback. Show how information moves between each stage and highlight any decision points or loops in the process.
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*Zoom AI Companion is available with eligible paid Zoom Workplace plans. May not be available for all regions or industry verticals. Learn more/View Plans.