As businesses grow and call volumes increase, managing communications efficiently becomes essential. With the integration of AI Companion in Zoom Phone, users can handle calls and messages more intelligently. Here’s a practical guide on using three powerful features—Call Summaries, Voicemail Tasks, and Voicemail Prioritisation—to streamline your workflow and boost productivity.
How to Use Call Summaries with Zoom AI Companion
Keeping track of call details can be challenging when you’re juggling multiple calls a day. The Call Summaries feature in Zoom AI Companion is designed to help you review essential information quickly and efficiently.
How to Use Call Summaries
After your call ends, Zoom AI Companion automatically generates a summary, highlighting important discussion points and any agreed-upon action items.
Access the summary by navigating to your call history in Zoom Phone, where you’ll see a concise breakdown of key points.
Review and edit the summary to capture any additional details or personalise it based on your needs. You can also save these notes for future reference or share them with team members to keep everyone on the same page.
Pro Tip:Use Call Summaries after team check-ins or client meetings to capture follow-up items. This eliminates the need to take notes during the call, allowing you to focus fully on the conversation.
How to Turn Voicemails into Tasks with AI Companion
Voicemails are often packed with actionable insights, but they can pile up quickly if not handled promptly. With AI Companion’s Voicemail Tasks, you can convert voicemail messages into tasks, making follow-up actions more manageable.
How to Use Voicemail Tasks
When you receive a voicemail, Zoom AI Companion analyses the message and provides suggestions for tasks or follow-ups based on keywords and context.
View the suggested tasks directly from the voicemail screen, where AI Companion highlights critical actions that might be needed.
Select or edit tasks to match your priorities, then save them as part of your workflow. You can set reminders to ensure each task is completed on time.
Pro Tip: Use this feature to automatically create to-dos for important calls, like customer requests or support tickets. By capturing action items directly from voicemails, you won’t miss critical follow-ups.
How to Prioritise Voicemails with AI Companion
Not all voicemails carry the same urgency, and sifting through them to find high-priority messages can take valuable time. With Voicemail Prioritisation, AI Companion evaluates the importance of each voicemail, helping you address the most critical ones first.
How to Use Voicemail Prioritisation
Enable Voicemail Prioritisation in your Zoom Phone settings to let AI Companion start prioritising messages automatically.
When a voicemail comes in, AI Companion scans it for urgency indicators—like keywords (“urgent,” “as soon as possible”) and tone.
View priority levels next to each voicemail. Higher-priority messages will be flagged, allowing you to tackle those first.
Listen to these messages or take immediate action based on their priority level. This prioritisation helps you allocate time where it’s most needed.
Pro Tip: Voicemail Prioritisation is especially useful for customer-facing roles where response time is crucial. Use this feature to identify high-priority calls, ensuring that critical issues are addressed promptly.
Putting It All Together
With Zoom AI Companion, call handling becomes seamless and more intuitive. Here’s a quick recap of the steps to maximise Zoom Phone’s AI-driven features:
After each call: Review your AI-generated Call Summary to capture key takeaways.
When checking voicemails: Turn messages into tasks to track follow-ups.
Set voicemail priorities: Respond to high-priority messages first to boost efficiency.
By using Call Summaries, Voicemail Tasks, and Voicemail Prioritisation, you can elevate your call management, stay organised, and save time. Zoom AI Companion transforms how you work, making Zoom Phone a robust tool for modern communication.
Craig Johnson is a Unified Communications Manager at Nexon Asia Pacific.
For more information about Nexon’s Unified Communications solutions, and services click here.
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