Question
What is Zoom Phone Assistant and how do I use it?
Overview
Zoom Assistant is a compact desktop panel that allows phone users to quickly find their contacts, access and manage speed dial, make and receive calls, and transfer calls.
How to enable/disable Zoom Assistant from your web portal
You can enable phone within Zoom Assistant directly from your account on the web.
- Sign in to the Zoom web portal.
- In the navigation menu, click Settings, then click the Zoom Assistant tab.
- Click the toggle
to enable Zoom Assistant if it’s not enabled.
- Select Phone.
- (Optional) To the right of Zoom Assistant, click the toggle
to disable the feature, if you want to disable it.
How to toggle the visibility on/off for Zoom Assistant from your Zoom client
You can enable phone within Zoom Assistant while signed in to your Zoom Client.
- Sign in to your Zoom client.
- On the top right, click your profile picture or name initials.
- Click Settings.
- Click the General tab.
- Under Zoom Assistant, select Phone.
The Zoom Assistant desktop panel will display.
- (Optional) If you want to disable Zoom Assistant, uncheck Phone, to remove the visibility of Zoom Assistant.
- (Optional) From the Zoom Assistant desktop panel, on the bottom left, click your profile icon or name initials, then click Close Assistant.
How to use Zoom Assistant
Make sure to sign in to your Zoom client to use Zoom Assistant and the desktop panel will automatically open if the feature is enabled for your account.
Set Speed Dials in Zoom Assistant
Zoom Assistant allows you to set up to 7 speed dials. The speed dials can include, users, common area phones, call queues or ARs (Auto-Receptionists).
- Click the + icon on the Zoom Assistant
- Type the name of the speed dial you wish to save and press the + icon
- You can add up to 7 speed dials
Receive a call from Zoom Assistant
When receiving calls, you will see inbound call notifications simultaneously on both the desktop Zoom Assistant window and the Zoom desktop client in the Lines tab. You can accept or decline the call in either window.
- Click the answer or decline icon in either window.
Make a call from Zoom Assistant
- In the search bar of Zoom Assistant, enter the name of the user or phone number you want to call.
- If the user already exists, on the right of their name, click the arrow icon, select their direct or extension number, and then click the phone icon.
- If the user doesn’t exist, on the right of the number, click the phone icon.
- If you have speed dial set up, click on their profile icon or name initials, then click Call.
Manage the speed dial from Zoom Assistant
- Under the search bar, click the plus icon
.
- In the search contacts, enter the name or phone number of the user.
- On the right of the name, click the plus icon .
- On the right of your speed dial icon, click the more options icon
, then do one of the following:
- Click the drag icon
, to move the speed dial up and down the list.
- Click the trash icon
to delete it.
Use in-call controls in Zoom Assistant while on a call
During an active call, you will see the following in-call controls:
- Dial pad icon: Open a dial pad next to the Desktop Power User window.
- Record icon: Start or stop recording the call.
- Call park icon: Park the call for another phone user to pick it up.
- Info icon: Display information about the current call.
- Transfer call icon: Transfer the call to another contact. A search bar will display where you can search for a contact. Hover over a contact's name then click one of the options to blind transfer, warm transfer, or send to voicemail.
- Hold icon: Place the call on hold or resume the call.
- Hang up call icon: End the call.
Set a presence status in Zoom Assistant
- On the top left of the Desktop panel, click your profile icon and set your presence status as one of the following:
- Available
- Away
- Busy
- Out of Office
- Do Not Disturb
Viewing call history and voicemail from Zoom Assistant