Release notes for Zoom IQ for Sales

Last Updated:

Upcoming Release

Details about upcoming releases will be posted as they become available.


Current Release

December 1, 2022

New and enhanced features

  • Administrator features 
    • Export Deal and Conversation data into a CSV report
      Admins can generate a CSV report in the Analytics tab that consists of Deal and Conversation data based on filters defined by the end user. Report can include the following:
      • Conversation-level Information
      • CRM Information
      • Participant-level Conversational Metrics
      • Topics and Indicators Mentioned
      • IQ Usage Metrics
    • Additional auto-record options
      Admins can configure the automatic recording settings to only record specific teams or members. When selected, all other IQ users not specified will have the auto recording turned off by default. The lock function will be valid for the entire account and enforce each team and user's corresponding setting. Previously, when Automatic recording for scheduled meetings with external participants was enabled, it was applied to the entire account.
  • User features 
    • Enhancement to Conversations mapping to CRM accounts
      Enhanced mapping logic so users can continue to check CRM for opportunity matching based on a timeline rather than only checking for a match immediately after the meeting has ended.

Resolved Issues

  • Minor bug fixes
  • Security enhancements
  • Resolved an issue where the selected language is not adapted to all Zoom IQ pages
  • Resolved an issue where the Deal details page displays the Timeline average data as undefined
  • Resolved an issue where the Indicator data does not display when Region-Based Content Storage and Access is disabled
  • Resolved an issue where the conversation detail still shows matching result for a deleted indicator
  • Resolved an issue where Zoom IQ on desktop client prompts user to sign in again after a period of inactivity
  • Resolved an issue where admins can only search the Zoom IQ list of users with their set display name.
  • Resolved an issue where non-CRM users cannot search the Conversation comment mention list and smart playlist.

Previous Releases

Note: The information in the past release notes may have been superseded by subsequent release notes. Please review all current release notes carefully.

November 18, 2022

New and enhanced features

  • Administrator features
    • Support for additional audit logs functionality
      Account owners and admins can access audit logs for importing emails and changes made to email settings.
    • Zoom IQ Collaborator role
      Account owners and admins can add Zoom users as a Zoom IQ Collaborator. Collaborators have limited access to Zoom IQ functions as determined by IQ admins. This role can be assigned to any Zoom user without needing to provision them with a paid Zoom IQ license.
    • Zoom IQ to CRM data synchronization
      Account owners and admins can allow Zoom IQ analysis results to reflect in HubSpot. Re-integration with Hubspot is required since there are changes to scopes/permissions. Previously, this was only available for Salesforce.
    • CRM data deletion
      When disconnecting integration between a CRM and Zoom IQ, admins will have the option of deleting or retaining all existing CRM data such as customer contact information, emails, and deal info.
    • Salesforce token expiration notification
      Admins can view their token expiration date and validity from the CRM integration page, along with a guide should they need to update the token.
  • User features
    • Support for Zoom IQ on Zoom desktop client
      Users can use Zoom IQ from the Zoom desktop client version 5.12.6 or higher. Users will have access to a full suite of IQ features, excluding Account Settings and User/Role management capabilities. Viewing and subscribing to Indicators directly from the client will be supported in a future release.
    • Time-saving conversation playback option
      Cut to the Chase allows the recording to automatically begin playing from when the first external participant joins, skipping the early part of the call where the seller is alone or on with another team member. This is enabled by default, however, users can always disable if they prefer.
    • Global and custom filter enhancement
      In the Analytics page, users can save a global filter group that they can go back to when they revisit the Analytics portal, or create a filter group that they can reload and view at a later time.
    • Conversation playlist sharing
      When creating a playlist, users can set the permissions to private, share with everyone in the account, or share with a specific team or member.
    • Search all conversations by participants
      Users can search all conversations by call participant, including external participants. This includes meetings you hosted and meetings you attended.
    • Download conversations and clips
      From the Conversations page, users can download conversation and clip files. Previously, users could only share them via a link or an email.
    • Multilingual support for conversation transcript
      Users can adjust the language settings to set the transcript language. Languages currently supported are English, Italian, French, German, and Spanish. Conversation metrics, Screen Text, and Call Outs, such as Indicators, Next Steps, and Good Questions, will be supported for these additional languages in this release.
    • Additional Smart Playlist capabilities
      Users can create a Smart Playlist to capture selected topics, indicators, or keyword phrases from conversations and automatically add them to the playlist if the criteria have been met. Users can also match history conversations and choose from the last 30, 90, or 365 days.
    • External participant labeling for deal activities
      In the Deals activities page, external and internal participants are shown in separate columns so users can better differentiate between the two and allow them to filter their search if needed.
    • Conversations mapping to CRM accounts
      Users can automatically map conversations to the appropriate CRM account. Mapping is based on the participants on the call and contacts on the account, or leads similar to opportunity matching.

Resolved issues

  • Minor bug fixes
  • Resolved an issue where clicking on an Indicators chart object, the drill-down is not properly calculated
  • Resolved an issue in the Conversations page where sorting does not reflect on meetings hosted by an alternative host
  • Resolved issue for a subset of users where calendar integration failed and calls were not captured by Zoom IQ
  • Resolved issue for a subset of users where the average data on the Deals page timeline were displayed as undefined
  • Resolved an issue in the Conversations page where the Screen Text search displayed inaccurate results
  • Resolved an issue in the Conversations and Deals pages where names and avatars were incorrectly displayed when querying callouts
  • Resolved an issue where conversations did not map to an opportunity based on participant name/email

November 4, 2022

New and enhanced features

  • Administrator features
    • Settings for Clip and Conversation Sharing
      Zoom IQ admins can set Share and Edit Permissions to control who can:
      • manage clip and conversation share settings
      • share clips and conversations
      • view clips and conversations via a shared link
      • the scope of content available for sharing
    • Track Conversation views and time spent in Zoom IQ
      In the Analytics page, Admins can track viewing times and number of conversations viewed per rep, comments made by a user, scorecards filled out by a sales manager, and clips and conversations shared by a user.
  • User features
    • Clip and Conversation Sharing
      If enabled by Zoom IQ admins, users can share meeting conversations and clips with internal and external users. Depending on the type of access given, users can manage clip and conversation share settings including who can view and the scope of content that can be viewed, sharing via a link or via email, and setting a link expiration date.
    • Additional conversation playback control
      When reviewing a conversation, users can skip back 15 seconds in the audio and video track. Previously, only skip forward 15 seconds or skip to the next speaker were available.

Resolved issues

  • Minor bug fixes
  • Resolved an issue in the Deals details page displays an incorrect query result
  • Resolved an issue where a new clip is generated when editing an existing clip

October 21, 2022

New and enhanced features

  • Administrator features
    • Microsoft Dynamics team structure
      Zoom IQ admins can choose the team structure they prefer to use when configuring Zoom IQ integration with Microsoft Dynamics. The selection of the team structure determines what data Zoom IQ pulls from CRM (refers to deals of members in the selected team) and what data is displayed (refers to team structure view and access permissions). If you have the integration previously configured and chose to change the team structure, Zoom IQ will no longer use the current team structure and a new team structure will be applied from your CRM. Note that once this is updated, this action cannot be undone.
  • User features
    • Link to Indicators in the email alert
      Indicators and keywords will be hyperlinked to allow users to jump directly to the indicators they are subscribed to.
    • Added non-participating host on Conversations list
      On the Conversations list page, the non-participating host will be listed as a no-show and the name will be grayed out. Previously, only the no-show participants were listed.
    • Display Sentiment and Engagement scores in Deal Timeline
      On the Deals detail page, Sentiment and Engagement scores are added to each conversation under a deal. When toggling on the deal timeline under Activities, the sentiment and engagement scores displayed on the tooltips are the average number within a week (rounded up if there are decimals). This overlay gives users a high-level understanding of how the deal is progressing.
    • Quick access to CRM record
      Users can access the CRM record in a webview directly from the Deals detail page. Currently, only Salesforce and Monday are supported.
    • Recording analysis completion email
      Users will be notified via email when a recording analysis is complete. The email includes the meeting topic, date, time, duration, and a summary of the conversation.
    • Talk-listen ratio recommended range
      How the Talk-listen ratio recommended range is measured will differ based on the number of internal participants in the call. Previously, the recommended range was between 40-70% regardless of the number of internal participants.

Resolved issues

  • Minor bug fixes
  • Resolved an issue where the Conversations that matched defined filters were not automatically added to the Specified Stage smart playlist
  • Resolved an issue where the Role Members list View by Number option only worked for 15 per page.
  • Resolved an issue where the Parent Team shows up as UUID instead of the normal display name when editing a team.
  • Resolved an issue where accessing a modified Indicators shows Cannot read properties of undefined error
  • Resolved an issue where the default Deal list is not in the proper order
  • Resolved an issue where the Zoom IQ Conversation does not match with the HubSpot Deal.
  • Resolved an issue where the conversation generated by meeting with an alternative host is not counted in the analysis
  • Resolved an issue where the latest activity within the Deal page is not reflected in real time
  • Resolved an issue where the Deals detail page returns an Internal Server Error when deal contains email data
  • Resolved an issue where clicking on Review Full Conversation for Next Steps jumps to a different transcript keyword
  • Resolved an issue where the Analytics page shows data from other reps rather than only the selected rep
  • Resolved an issue where the Indicators show all 3 metrics instead of a single metric based on Zoom IQ admin configuration
  • Resolved an issue for a subset of users wherein the Push and Delete to Salesforce option is not available when a Zoom phone conversation is associated with a deal
  • Resolved an issue for a subset of users wherein external participants were incorrectly categorized as internal participants

September 28, 2022

New and enhanced features

  • Administrator features
    • Settings for managing Zoom IQ users
      User and Permission Management section added to Role Settings so Zoom IQ admins can view and manage IQ users settings in a single unified role.
    • Zoom IQ to Salesforce data sync
      Account owners and admins can allow Zoom IQ to create new activities in Salesforce from conversation analysis to synchronize data between the two platforms.
    • Support for additional audit logs functionality
      Account owners and admins can access audit logs for changes made to conversation/email to Deal link, deal to conversation link, Topic Mentioned, and CRM integration.
  • User features
    • Distinguish between attendees and no-show participants
      On the Conversations list page, no-show participant names are grayed out so you can easily distinguish them from those who attended the meeting
    • Changes to Conversations URL
      From https://zoom.us/iq/recordings, the Conversations URL is now https://zoom.us/iq/conversations
    • Analyze email within Deals details page
      For users with email integration enabled, the Deals detail page allows you to search through email content the same way you can search Meetings and Phone transcripts. It also allows you to drill down into the email thread for the complete context.

Resolved issues

  • Minor bug fixes
  • Resolved an issue for a subset of users where the import mail page for Monday CRM is not properly displayed
  • Resolved an issue for a subset of users where Microsoft Dynamics CRM Team data sync fails
  • Resolved an issue where tagging a user in the Conversations comments tab intermittently malfunctions
  • Resolved an issue where the searched keyword is not highlighted in the Content Transcript
  • Resolved an issue where editing the Deal information returns an error

September 20, 2022

Resolved issues

  • Resolved an issue for a subset of users getting Internal Server Error in the Team details page when importing via CSV

September 16, 2022

View the daily release page for links to related support articles

New and enhanced features

  • Administrator features
    • Configure Indicators
      Account owners and admins can set up specific words, phrases, or sentences in recording transcripts, also known as Indicators, to capture critical moments in conversations.
    • Report keywords that already exist in other Indicators
      When account owners and admins attempt to add a keyword that already exists in other Indicators, the system will inform them by highlighting that keyword. A tooltip will also show which Indicators that keyword is already added to. Account owners and admins will still be able to save the changes without an error.
  • User features
    • View Indicators in Analytics
      Quickly In the Analytics tab, users can view how frequently an Indicator appears across conversations on an account, team, or user level. The Indicators appear in the tab that corresponds to their selected category upon configuration. Users can also drill down into specific conversations when clicking on an Indicators chart object.
    • Subscribe to Indicators in Dashboard and Analytics
      Users can subscribe to specific Indicators that will alert them via email when a phrase or noteworthy moment appears in a conversation. The cadence of these emails can be configured by the user upon subscription. The Dashboard tab will also show the most recent conversations that include subscribed Indicators.
    • Email notification when Indicators is deleted
      Users subscribed to Indicators will be notified via email when that Indicators is deleted.
    • Email notification when Indicators keyword is deleted
      Users subscribed to a keyword will be notified via email when that keyword is deleted.

Resolved issues

  • Minor bug fixes
  • Resolved an issue where the data for Good Questions are displayed incorrectly in the Dashboard, Conversations, and Analytics
  • Resolved an issue where the option to mark content as Topic appears even when the Topic Mentioned is not configured
  • Resolved an issue where Internal Server Error appears in Analytics when using Advanced Filters By Team
  • Resolved an issue where Conversations does not display clips
  • Resolved an issue with Topic mentions displayed repeatedly
  • Resolved an issue where Filler Words are not highlighted in the Content Transcript
  • Resolved an issue where the total number of Good Questions is not displayed in Conversations

September 8, 2022

New and enhanced features

  • Administrator features
    • Monday CRM Integration
      Account owners and admins can integrate your Monday CRM account with Zoom IQ for Sales, so that deal progress data can be synced with Zoom IQ and provide additional analytics.
    • Support for additional audit logs functionality
      Account owners and admins can access audit logs for changes made to scorecards, coach sessions,s and when deleting a conversation.
    • Email notification when Monday token has expired
      Account owners and admins will receive an email notifying them that their Monday CRM token has expired.
  • User features
    • Changes to recording notice for speaker diarization
      The Zoom IQ In-Meeting recording notice has been updated based on the latest privacy requirements to cover speaker diarization.

Resolved issues

  • Minor bug fixes
  • Resolved an issue where the Analytics and Conversations data does not match when filtered by Next Steps and Good Questions
  • Resolved an issue where changes to Indicators email cadence are saving without error but settings go back to the previous selection
  • Resolved an issue on the Deal detail page wherein when importing meetings and phone, team members are not properly displayed

September 7, 2022

Resolved issues

  • Minor bug fixes

September 5, 2022

Resolved issues

  • Minor bug fixes
  • Resolved an issue where error 500 pops up when saving changes to Conversation detail
  • Resolved an issue where an internal server error appears in Analytics when accessing the search result for Next Steps
  • Resolved an issue where Summary and Smart Chapters data generation fail when Indicators is enabled

September 2, 2022

New and enhanced features

  • Administrator features
    • Focus Terms
      Account owners and admins can configure specific terms and proper nouns such as company names that appear often in conversations to improve the performance of IQ’s transcription service.
    • Exclusion list for email integration
      Account owners and admins can configure an exclusion list to prevent emails from being imported for specific individuals in their organization.
    • Control mail visibility based on roles
      Account owners and admins can control who can view email content based on a user’s role.
    • Support for Audit log functionality
      Account owners and admins can access audit logs for changes made to Account Settings, comments, clips, and playlists.
  • User features
    • Added Meeting Summary and Smart Chapters
      Quickly gain insights into the meeting with the help of Meeting Summary and Smart Chapters. This feature generates an automated text summary of each chapter and the entire meeting as well as thumbnails for each detected chapter.
    • Search Conversations with featured Callouts
      Users can easily search through Conversations with the help of suggested callouts such as Good Questions, Next Steps, and Filler Words.
    • Display cover image in recording player
      Users will see part of the recording rather than a black image as the recording’s cover image.
    • Transcript pane optimization
      When accessing Conversations, the timestamp is now beside the speaker’s name. The Transcript tab was renamed to Content and an additional Screen Text option has been added under it to show texts displayed during screenshare.

Resolved issues

  • Minor bug fixes
  • Resolved an issue where generated conversation status for recorded meetings always appears as Processing Analysis
  • Resolved an issue where the number of conversations on the Deal page appears with a negative value
  • Resolved an issue with the page timing out when importing domains for automatic recording settings
  • Resolved an issue where Team Members list does not display on the Conversations page
  • Resolved an issue where all phone recordings will not display clips

August 25, 2022

New and enhanced features

  • Administrator features
    • Capability to add team members via CSV
      Account owners and admins can add team members by uploading a CSV file. Admins will see success or failed indicators during the process.

Resolved issues

  • Minor bug fixes

August 17, 2022

Resolved issues

  • Minor bug fixes
  • Resolved an issue with getting a Moment not exist error in the conversation detail page when sharing or adding conversation to a playlist.

August 16, 2022

Resolved issues

  • Minor bug fixes
  • Resolved issue with Meeting analyze exclusions not working

August 14, 2022

Resolved issues

  • Minor bug fixes

August 11, 2022

Changes to existing features

  • Added list of non-hosted calls on My Conversations
    List of calls you have attended as a participant now appears on your My Conversation list along with the ones you have hosted.

New and enhanced features

  • User features
    • Added option to filter Deals list by number of activities
      To reflect how many conversations are attached to a deal, the Number of Activities filter has been added.
    • Added option to filter Conversations list by Team Members
      Team Members column has been added to allow you to filter your conversation list by internal participants.

Resolved issues

  • Minor bug fixes
  • Resolved issue with Zoom Phone call showing the conversation but Number of conversations is displayed as zero.
  • Resolved issue with Deal detail page keyword search result highlight indicator not showing up.
  • Resolved issue with saving changes to deal information in Conversation detail page

August 9, 2022

Resolved issues

  • Resolved issue for a subset of users wherein calls to fetch data from Microsoft Dynamics CRM are timing out.

July 28, 2022

New and enhanced features

  • Administrator features
    • Access to delete conversations
      Added capability for Zoom IQ Admins to search and delete conversations so they can address privacy and security concerns within the organization.
  • User features
    • Competitors and features in conversation metrics
      To understand how you perform against the competition and capture valuable feedback on your product’s features, competitors and features are added to the conversation metrics.

Resolved issues

  • Minor bug fixes
  • Resolved issue with missing analytics data for conversation
  • Resolved issue with deal owner’s setting changes not taking effect on imported mail visibility
  • Resolved an issue where the All Conversations page shows no data when the Stage during Conversation is used

July 14, 2022

New and enhanced features

  • Administrator features
    • Unify Zoom IQ Admin settings
      Zoom IQ Admins can view IQ roles and settings without the need to create a separate system-wide role.
    • Topic Mentioned configuration
      Zoom IQ Admins can configure custom topics that will appear in future conversation analysis.
  • User features
    • Show presentation details
      Recording list will show when slides were presented and how much time was spent on slides during the conversation.

Resolved issues

  • Minor bug fixes
  • Resolved issue with Salesforce integration Disconnect function failing
  • Resolved issue with Microsoft 365 mail integration disconnect error 500 and connect mail integration failing
  • Resolved issue with Conversation page being unresponsive after starting to play a recording on Safari 15.4
  • Resolved issue with Zoom IQ dashboard incorrect data
  • Resolved issue with Conversation page not showing external participants on recorded meeting
  • Resolved issue with Conversation list and details pages showing inconsistent attendee names
  • Resolved an issue with incorrect text labels on the Zoom IQ for Sales Settings page

July 6, 2022

Resolved issues

  • Minor bug fixes
  • Resolved an issue for subset of users with Gmail integration regarding new mails failing to map with deals

June 30, 2022

Changes to existing features

  • Sorting Conversation list
    Users can sort the Conversation List table by engagement score and sentiment score.

New and enhanced features

  • Administrator features
    • Configure topic highlights
      Added capability for owners and admins to select or create topics relevant to the Sales team for Zoom IQ to extract and analyze.
    • Salesforce integration notification
      Account owners and admins will receive an email notification and a visual cue within the Zoom web portal when they have successfully integrated Zoom IQ for Sales with Salesforce, and the token has stopped working or is about to expire.
  • User features
    • Topic highlights
      When enabled by owners or admins, pre-defined topics will appear in the Topic Highlight section of the Conversation detail page. Users will be able to click on these topics and jump to the section of the transcript pertaining to the topic.
    • External participant labeling
      The Conversation detail page will show a label to differentiate external participants from internal participants.
    • Conversation processing analysis label
      When a recording is ready but is being processed, the recording will appear in the Conversations and Deals tabs with a Processing Analysis... label.
    • Show Next Steps in Conversation details
      Users can readily view next steps from a call in Conversation details.
    • Enhancement to Conversation detail page
      Conversation detail page shows participant-level metrics and defaults to showing the main internal speaker’s metrics. The user can hide or expand other internal participants’ metrics.
    • Manage Deals detail activities
      Allow users to manage activities on the Deals page. They can now remove emails, phone or meeting conversations that are incorrectly attached to a deal. They can also attach/import email, phone, or meeting conversations to a deal.
    • Analytics chart visual improvement
      Made adjustments to the Analytics charts based on data quantity for more optimal viewing.

Resolved issues

  • Minor bug fixes
  • Resolved an issue with not seeing Conversations that are more than 30 days
  • Resolved an issue with Hide Metrics/ Show Metrics button still appearing even after moving the mouse cursor to a different object on the Conversation details page
  • Resolved an issue with the Deal page not allowing batch mail import

June 19, 2022

New and enhanced features

  • Administrator features
    • Microsoft Dynamics 365 Integration 
      Account admin can integrate your Microsoft Dynamics 365 account with Zoom IQ for Sales, so that deal progress data can be synced with Zoom IQ and provide additional analytics. 
    • Admin control of Zoom Phone call analytics
      Admins can enable Zoom IQ to analyze calls recorded through Zoom Phone. Admins can control auto-analyze based on call duration, as well as whether to exclude calls with internal participants.
    • Enhanced IQ Teams searching 
      Admins can easily find a team based on the member or manager name and make changes as needed.
  • User features
    • Zoom IQ analytics for Zoom Phone calls
      Recorded Zoom Phone calls can be analyzed by Zoom IQ to provide conversational metrics similar to meeting recordings. Additional analytics filters allow users to view charting for Meetings only, Phone conversations only, or both Meeting and Phone conversations.
    • Video and audio player style change
      Optimized Play bar and enhanced overall user experience when using video and audio player.
    • Segment edits
      Added capability to edit segments and provide feedback to correct smart chapters. This allows you to re-segment and name smart chapters to correct erroneous or low-quality segments and titles. 
    • Optimized creation of smart playlist
      This enhances the user experience when creating a smart playlist.

Resolved issues

  • Minor bug fixes
  • Resolved an issue with not seeing Conversations that are more than 30 days

June 5, 2022

Changes to existing features

  • Warning when deleting a Team
    When deleting a Team, users will no longer be asked to remove or move team members prior to deletion and will only be warned that action cannot be undone.

New and enhanced features

  • Administrator features
    • Configure Deal permission
      Added capability for owners and admins to select the type of deals a user can view and edit.
  • User features
    • View deals for the team or organization
      Depending on which option is enabled by owners or admins, users can view all deals within the team and/or all deals across the organization.
    • Coaching criteria label
      Added capability to edit Coaching scorecard criteria label.
    • Search text extracted from slides
      Added ability to search text extracted from slides on the Conversation List, Deal List, and Deal Pages to easily find content presented during a call.

Resolved issues

  • Minor bug fixes
  • Resolved an issue with failing to select a scorecard for other’s conversation
  • Resolved an issue with the number of conversations displayed not updating even after a conversation has been deleted from a playlist
  • Resolved an issue with the page not responding after trying to edit an existing smart playlist

May 27, 2022

Resolved issues

  • Minor bug fixes

May 25, 2022

Resolved issues

  • Minor bug fixes

May 19, 2022

Resolved issues

  • Minor bug fixes

April 29, 2022

New and enhanced features

  • User features
    • Enhanced analytic visuals
      Improvements to the analytics charts make it easier to view and analyze your conversation metrics.

Resolved issues

  • Minor bug fixes

April 21, 2022

Resolved issues

  • Minor bug fixes

April 13, 2022

  • Introducing Zoom IQ for Sales
    Zoom IQ for Sales analyzes sales meetings and deals to provide actionable insights for identifying opportunities, assessing risks, and ultimately enabling and improving sales team performance. It uses machine-learning algorithms to process post-meeting transcripts and deal progress data from Salesforce, generating insights for sales reps and managers.
    Zoom IQ’s analysis covers customers’ reactions, conversational and selling skills, customer pain points, competitors, deal risk metrics, and more. It also supports sales coaching for both new hire onboarding and experienced sales rep improvements.

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