Why Customer Success Teams Need an AI Meeting Assistant

By Joel Pineda, Customer Success Manager

“The ability to allow a client to book a meeting with any available team member without any back and forth is a game-changer.”

Do you work during your lunch break? I do.

For many of us, lunch isn’t just a simple midday meal. It’s a daily ritual that can bring a sense of calm to a busy workday. Many people on my team at Zoom.ai see it that way. I think that’s great, but in all honesty, I’m not one of those people.

I understand how important taking breaks at lunch is to many people (including my own team at Zoom.ai) but as a Customer Success Manager, I like to be as available as possible for my clients, which definitely includes lunch time.

Balancing opposite team availability is just one of many instances where an AI-powered meeting assistant comes in handy.

This is me (Joel) taking a work call during my lunch break and posing for this photo. #Multitasker

AI technology can adapt to our unique work preferences

While deciding whether or not to work through the noon hour may seem trivial, being able to customize your day according to how you work best creates a way more productive and enjoyable workday. It’s the same with technology. The most effective work tools are the ones that adapt to your unique work preferences.

Zoom.ai’s AI-powered meeting assistant is one of those tools that not only helps you schedule meetings faster, but it takes all your work preferences into account.

For instance, my colleague Komal and I both manage sales and customer success at Zoom.ai, but we have opposite lunch routines. Komal prefers not to take meetings during lunch, so she can have a mental break from work and connect with other colleagues. As you know, I gladly take customer meetings during lunch.

“Being able to customize your day according to the way that you work best creates a way more productive and enjoyable workday.”

Since we’re both responsible for customer meetings, we needed a way to be available to our customers without compromising our work-life balance preferences. As customer success teams know, the last thing you want are scheduling conflicts getting in the way of showcasing your product to a potential client.

This is where smart scheduling tools like Zoom.ai Meeting Assistant come into play. The Zoom.ai group scheduling feature Round Robin allows our Customer Success team to connect customers to available team members seamlessly.

AI makes coordinating internal and external attendees easy

With Zoom.ai’s intelligent Round Robin feature, you can create a single scheduling link that has you and your teammates’ availability included. Once your client clicks on the scheduling link, they can choose a time that works best for them (say, lunchtime) and Zoom.ai automatically scans our team’s availability to determine who is available to take the meeting (in this case, it’s yours truly).

Round Robin is a quick and easy process that makes booking clients a breeze.

“The last thing you want are scheduling conflicts getting in the way of showcasing your product to a potential client.”

Of course, not all clients will want a demo during lunch, but the ability to allow a client to book a meeting with any available team member automatically is a game-changer. No back and forth. No valuable time wasted.

That’s the power of Zoom.ai’s Round Robin feature.

Beyond Round Robin, Zoom.ai Meeting Assistant also allows you to have full customization over the way you do meetings.

For example, if there’s a customer who wants a quick product demo with our team, I can share a personal scheduling link that has customized settings for that specific type of meeting. I would add settings like availability for 30 minutes, video conferencing, and Round Robin turned on.

Round Robin meeting scheduling feature on Zoom.ai blog

Zoom.ai Meeting Assistant is designed with the flexibility to let Customer Success teams schedule meetings with each team member’s personal preferences kept in mind. Not only does my productivity and efficiency get a boost, but I’m also able to organize my day exactly the way I want to.

By offloading meeting scheduling to an AI meeting assistant, I can focus more on building relationships with customers and get the time to write blog posts like this one.