Generate summary for Zoom meetings

Generate the meeting summary for virtual meetings conducted using Zoom.

Before you begin

Role required: sn_acct_lc.customer_success_application_admin

Procedure

1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to Customer Success > All Touchpoints.
3. Open the touchpoint for which you want to create a virtual meeting.
4. Follow the steps described in the Meetings section to schedule a Zoom meeting.
   The meeting summary can be generated only if the meeting State is set to Scheduled.
5. When the meeting starts, select AI Companion to start creating the meeting summary.
   The meeting summary is captured and saved in the Virtual Meeting Details table.

   Note:

   • A meeting summary is generated for each scheduled meeting.
   • • If a meeting occurs between the scheduled start and end date, the summary is captured separately for that meeting.
     • If a meeting occurs outside the scheduled date and time window, the meeting details are captured in the parent record.
   • For recurring meetings, the summaries for all occurrences are grouped under the parent record.
   • The Virtual Meeting Details record contains each child meeting summary.

   When a meeting ends, the system populates the attendees field with each participant who joined and their join timestamp, including external participants not on the invite list.

6. To view the summary, navigate to All > Touchpoints > Meetings > All.
7. Select the Number link to open the Meeting Details page and navigate to the Meeting Summary related list.
   Note:

   If you select a parent record, you see a list of meeting summaries of all the child records.
8. Select the Meeting actual start date link.
   The meeting summary is displayed in the Virtual Meeting Details page. If the Now Assist for Telecommunications, Media and Technology (TMT) plugin has been installed, the following fields are populated in the meeting record:

   • Sentiment
   • Internal notes
   • External notes