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Explorer
Sep 17, 2024 9:16 PM UTC
Solved

Team Chat Templates?

We use Zoom extensively to coordinate among our various departments, each of which has it's own channel. It would be a huge help if there were simple Team Chat templates that could be inserted into the text editor to remind team members what information is needed depending on the channel they are using. For example, 

Request for Assistance

Name of user who needs assistance:
User ID:

Best time to contact: 

 

This would help everyone remember what's required in each channel for someone to respond.

Thanks!

 

Employee
Sep 18, 2024 10:23 AM UTC

Our Workflow Automation would solve for this exact use case (for any accounts that have paid licensing).  Workflow Automation is considered "Public Beta" so your Admins or Account Owner simply needs to accept the Beta agreement in the web portal and enable the feature.  Then you can easily build out the Form (Collect Information) using a template, drag and drop functionality.  Here are the guides:

Enabling Workflow Automation:  https://support.zoom.com/hc?id=zm_kb&sysparm_article=KB0076048

Using Workflow Automation:  https://support.zoom.com/hc?id=zm_kb&sysparm_article=KB0076049

2 replies

Employee
Sep 18, 2024 10:23 AM UTC

Our Workflow Automation would solve for this exact use case (for any accounts that have paid licensing).  Workflow Automation is considered "Public Beta" so your Admins or Account Owner simply needs to accept the Beta agreement in the web portal and enable the feature.  Then you can easily build out the Form (Collect Information) using a template, drag and drop functionality.  Here are the guides:

Enabling Workflow Automation:  https://support.zoom.com/hc?id=zm_kb&sysparm_article=KB0076048

Using Workflow Automation:  https://support.zoom.com/hc?id=zm_kb&sysparm_article=KB0076049

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Explorer
Sep 18, 2024 6:16 PM UTC

Fantastic, my company does have a paid account. I'll look into this.

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