Rogo vs Zoom

Firm memory layer of Rogo that records the people, companies, deals and decisions that matter as work happens, keeps them in sync with CRM and email through connectors and CRM writeback, and makes the knowledge searchable and reusable by agents.

Compliant AI notetaker for regulated financial firms that turns meetings into detailed notes, action items and tailored summaries, with configurable retention, consent and MNPI guardrails and finance-specific templates and terminology.

Provides controls for AI models, spending, permissions, policies, and agent activity within Rogo.

Library of hundreds of finance agents for first-pass analysis and recurring monitoring that launch in one click, an Agent Builder for agents that learn a firm's templates, conventions and data sources, proactive always-on agents that react to news, data-room files, emails and earnings, and compliance controls for sharing them.

Shared workspace in Rogo where teams ingest data rooms, execute deal requests and run full financial processes, with agents that coordinate tasks across email, scheduling and trackers and prepare actions for review.

Searches and answers questions across a firm's filings, transcripts and internal documents.

All-in-one client, project and financial management platform with AI (ZoomMate) turning Zoom calls into CRM updates, project launches and task creation.

Interview intelligence for hiring teams: AI copilots that plan and record interviews and generate notes, plus BrightHire Screen, an always-on AI interviewer sold on its own or bundled with the interview-intelligence platform.

AI agent-assist layer for contact centre staff providing real-time guidance, contextual insights and automation of backend CRM and billing tasks with supervisor guardrails.

A bundled set of AI-native productivity apps - Slides, Sheets, Paper and Canvas - sold as a standalone subscription or as an add-on to Zoom Workplace licences.

Agentic analytics layer for contact centres that answers natural-language questions across workforce management, quality management, virtual agent and interaction data without dashboards.

Collaborative document and wiki workspace, formerly Zoom Docs, that turns team conversations into documents, data tables and forms with AI drafting and summarization.

AI clinical documentation for in-person, voice and telehealth visits: drafts clinical notes in under a minute, edits them to a preferred format, generates post-visit instructions and referral letters, suggests codes, and sends notes to the EHR through Epic integrations and open APIs.

Short-form video messages and screen recordings with AI features: videos presented by an avatar or an AI version of yourself from a script, AI-narrated videos from slide decks, auto chapters, titles and tags, and AI translation into up to two of 16 languages.

Cloud contact center that combines voice, video, chat, SMS, email and social channels on one platform, with AI that acts on customer intent, routes interactions to the best agent, masks sensitive data and assists agents; Essentials and Premium plans, with Quality Management, Workforce Management, CX Insights and AI Expert Assist as its recorded parts.

Central place in Zoom Workplace to find, organize and open meeting recordings, summaries, Canvas, whiteboards and clips, with AI that summarises and answers questions about any file without opening it and creates new content.

AI note-taking product that captures and summarizes meetings and conversations, sold as its own tier and also included in Workplace and ZoomMate plans.

AI word processor that drafts documents from conversation context, restructures content, adjusts tone and translates into 17 languages, preserving Word and Google Docs formatting.

Quality-management layer of Zoom Contact Center that uses AI to score every customer interaction automatically instead of a sampled few, reads sentiment through speech analytics, and lets supervisors question the results in plain language through Ask QM.

Conversation-intelligence platform that transcribes and analyses sales calls to surface buying signals and objections, with real-time coaching, deal tracking and CRM sync.

AI spreadsheet that answers natural-language questions over data, generates formulas from plain language, and imports structure from PDFs, enterprise apps and meeting transcripts.

AI presentation tool that turns meeting discussions, transcripts or text prompts into on-brand decks, with co-editing and .pptx export.

Staffing and scheduling layer of Zoom Contact Center that uses AI to forecast demand from historical patterns across voice, chat, email and work items, generates schedules that balance service level against cost, and re-forecasts during the day as volume shifts.

Conversational AI agent for voice and digital channels that resolves customer requests through self-service, AI receptionist and internal IT helpdesk use cases.

24/7 AI receptionist for Zoom Phone that greets callers, answers questions, books appointments, sends details by SMS and routes calls to the right team with context, in 10+ languages.

Agentic AI teammate that acts on meeting and workday context -- searching across Zoom and connected apps (Salesforce, Jira, ServiceNow, Slack, Google, Microsoft), automating follow-up tasks, and drafting documents, slides and reports.

Zoom's AI stack running inside a customer's own on-premises or private-cloud environment on Zoom Node, providing local ASR, transcription and agentic search without data leaving the customer's infrastructure.