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Explorer
April 30, 2025
Question

Appling template to a site main Auto Recptionist

Needing to change 40 Auto Receptionists and have already created and tested the template.  When I try to apply the template, the checkbox is greyed out at Auto Receptionist. These are all (Main Auto Receptionist) for the sites.

I am the phone admin.

Also tried with account owner login.

 

Is there setting I need to change or go about this a different way?

    4 replies

    Eliot
    Community Super Champion | Partner
    Community Super Champion | Partner
    May 1, 2025

    hi @Gus_Lippolis 

     

    you can use a template to change certain phone settings but not main auto receptionist.  what settings did you want to use a template to change in auto receptionists?

     

    please see:

    Creating templates for phone settings

     

    Did my response answer your question? If so, please don't forget to mark the reply as an accepted solution.

     

    thanks,  eliot

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    Explorer
    May 1, 2025

    I am needing to change the handling of calls outside business hours by adding an IVR to each site.  All of these are site, main auto receptionists.

    In hindsight, I should have created a 2nd AR for all locations.

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    Explorer
    June 25, 2025

    I am looking to also use templates for 15 main auto receptionists.

     

    https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0067442

    Requirements for creating templates for phone settings
    • Pro, Business, or Education account
    • Account owner or admin privileges
    • Zoom Phone license

    Notes:

    • You can't apply templates to main auto receptionists.
    • Only certain settings can be specified in a template.


     

    I can't find an actual reason why Zoom blocked admins from using templates on Main Auto Receptionists. The only reason I can think of is to safe guard admins from applying a mistake to all your main auto receptionists. Which if that is the reason, then this is dumb. Safeguarding admins from making a mistake is just an odd idea. Give me the power to do the things I need to do to do my job.

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    Explorer
    June 25, 2025

    HMMM my main AR is blocked as well, I cannot even delete it.

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