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Operations

Zoom Support Summaries

Writes a support-call summary onto the open Desk ticket.

Implement Zoom Support Summaries.

InterConnecta connects these systems through an API. This is not a setting inside Zoho. OpenAI, Anthropic, or Gemini can run the AI step.

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Workflow

When Meeting endedTranscript ready
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Solution

File the support call on the ticket.

After a Zoom support call, the agent retypes what the customer said into the ticket.

When a support Zoom ends, the transcript summary is added to the open Zoho Desk ticket for that customer.

Input systems

Zoom

Origin

Zoho Desk

Result

Execution path

Origin Meeting ended

Transcript ready

AI processing Summarize the customer request and the promised next step, and match a participant email to a Desk contact. Do not create a CRM deal. If no ticket is open, create one and leave it for the queue. OpenAI, Anthropic, or Gemini can run this step.
  • Participant emails
  • Transcript
  • Meeting time
  • Open tickets
Actions
  • Find the contact
  • Comment on the open ticket or create one
  • Save the summary
  • Create a task for the promised next step
Result The next agent reads the call summary on the ticket.

How this flow runs.

  1. 01

    Zoom

    Starts when Meeting ended, Transcript ready.

  2. 02

    Transcript

    Reads Participant emails, Transcript, Meeting time, Open tickets.

  3. 03

    Run the AI step

    Summarize the customer request and the promised next step, and match a participant email to a Desk contact. Do not create a CRM deal. If no ticket is open, create one and leave it for the queue. OpenAI, Anthropic, or Gemini can run this step.

  4. 04

    Zoho Desk

    The next agent reads the call summary on the ticket.

Zoho modules

  • Tickets
  • Contacts
  • Tasks

Fields updated

  • Ticket comment
  • Task
  • Contact
  • Summary

Key benefits

Summary on the ticket

No CRM deal

Promised step becomes a task

New ticket only when none is open

Ideal for

Support teams that resolve issues on Zoom and track them in Zoho Desk.