Zoom Contact Center
cancel
Showing results for 
Search instead for 
Did you mean: 

Recent Activity

Web Chat Pre-engagement Window

I have a requirement to collect Name, email address and postcode in a pre-chat window before starting a chat conversation. As far as I can see, this can't be done if you access the chat flow directly, you have to go via a campaign. In the campaign yo... Show more

I have a requirement to collect Name, email address and postcode in a pre-chat window before starting a chat conversation. As far as I can see, this can't be done if you access the chat flow directly, you have to go via a campaign. In the campaign you can create a Welcome Screen and add fields. Unfortunately, there's no postcode option, just an address. So, is it possible to add a custom field like postcode?

 

For a bonus point, I want to pre-populate these fields if the end user is logged into their account.


Show less

reply-icon Latest Reply - 

How to add a dial by name / dial by extension option into the contact center

Hello! We've been on zoom phone and zoom contact center since January of 2024. We have our main line number in our contact center. We have dial by name enabled in our zoom phone system, but our main line number lives in zoom contact center. I'm tryin... Show more

Hello! 

 

We've been on zoom phone and zoom contact center since January of 2024. We have our main line number in our contact center. We have dial by name enabled in our zoom phone system, but our main line number lives in zoom contact center. I'm trying to figure out how to add the dial by name / dial by extention option into the contact center flow for our reception number. All the topics I'm seeing on this concern zoom phone. 

 

I was able to hobble a solution together by having the caller choose dial by name in the contact center, then having it exit to an outbound number that lives in zoom phone where I enabled the dial by name. BUT it's very clunkly (two separate greetings saying the same thing). We just recently discovered this issue and are trying to fix it ASAP! Thanks.


Show less

reply-icon Latest Reply - 

Upcoming Zoom Events in October: Learn, Explore, Ask!

Boost your Zoom skills this October! Join our upcoming events to get your questions answered, discover productivity tips, and see what’s new—all in one month. Check out the full lineup here:  October 1: Zoom Workplace Open Office - Designed to showc... Show more

Boost your Zoom skills this October! Join our upcoming events to get your questions answered, discover productivity tips, and see what’s new—all in one month.

 

Check out the full lineup here:

 

📆 October 1:  Zoom Workplace Open Office - Designed to showcase how Zoom’s tools can transform your workplace into a productive environment and get all your questions answered!
 
📆 October 8: Zoom Phone Open Office - Open space to ask questions, learn best practices, and discover how to optimize your call management and workflows. Bring in your questions!
 
📆 October 9:  What's New at Zoom - Discover everything new Zoom released in September, including a Zoomtopia recap, a must-see!
 
📆 October 15:  Zoom AI Companion Open Office - Dive into the value of Zoom AI Companion and its pivotal role in enhancing workplace efficiency and collaboration and have your questions answers!
 
📆 October 22:  Zoom Contact Center Open Office - Explore contact center offerings and ask lots of questions!
 
📆 October 29: Zoom Workplace: Admin & User Best Practices - Learn how to get the most out of Zoom Workplace—from Meetings and Team Chat to Zoom Phone, Mail, Whiteboard, and more. 
 

For more events, including live and on-demand training, visit our Customer Success Hub.

 

Don’t miss out—reserve your spot and take your Zoom skills to the next level!

 

- Zoom Digital Customer Success 🌟

crissyd_0-1759268872160.png

 


Show less

Your September Zoom Playbook – Learn, Connect, Grow 🗒

September is packed with events designed to help you level up your Zoom knowledge, connect with experts, and explore what’s new. Mark you calendars:  September 3 - Zoom Workplace Open Office -Your chance to learn more about Zoom Workplace and get an... Show more

September is packed with events designed to help you level up your Zoom knowledge, connect with experts, and explore what’s new.

 

Mark you calendars:

 

📆 September 3 - Zoom Workplace Open Office -Your chance to learn more about Zoom Workplace and get answers straight from the experts.

 

📆 September 10 Zoom Phone Open Office - Everything you need to know about Zoom Phone—bring your questions!

 

📆 September 11 - What's New at Zoom -Catch up on everything new we released in August—don’t miss it!

 

📆 September 17 - Zoomtopia - Zoom's biggest event of the year which will showcase our most compelling innovations, customer stories, and strategic vision for the future of collaboration.

 

📆 September 24 Zoom Contact Center Open Office -Dive into Zoom Contact Center and see how it can transform customer experiences.

 

For more events, including live and on-demand training, visit our Customer Success Hub.

 

We’re looking forward to your participation!

 

- Zoom Customer Success 

crissyd_0-1756487208783.png

 


Show less

reply-icon Latest Reply - 

Resolved! Zoom Contact Centre Menu-Based interrupt confusion

When a caller is presented with the Menu-based interrupt there appears to be no way out of it. They will have the option to eitherRequest a CallbackLeave a voicemailRouted to a FlowIf the caller does not want options 1 or 2, option 3 would send them ... Show more

When a caller is presented with the Menu-based interrupt there appears to be no way out of it. 

They will have the option to either

  1. Request a Callback
  2. Leave a voicemail
  3. Routed to a Flow

If the caller does not want options 1 or 2, option 3 would send them to a Flow but how can they maintain their position in queue this way? Should there not be an option "press x to continue waiting"?


Show less

reply-icon Latest Reply - 

Zoom - Upcoming Virtual Events in August - Register Now!

Ready to take you and your organization's Zoom usage to the next level? Below is a list of upcoming events in August tailored to you:  August 6 - Zoom Workplace Open Office - Learn more about Workplace and ask all of your questions!  August 7 - How... Show more

Ready to take you and your organization's Zoom usage to the next level? Below is a list of upcoming events in August tailored to you:

 

📆 August 6 - Zoom Workplace Open Office - Learn more about Workplace and ask all of your questions!

 

📆 August 7 How Zoom Lowers TCO vs Microsoft & Google – Executive Webinar - This session will show you how Zoom can help simplify your tech stack, drive significant cost savings, and deliver enterprise-wide value.

 

📆 August 13 - Zoom Phone Open Office - Get up to speed on Zoom Phone and ask the experts all of your questions!

 

📆 August 14 - What's New at Zoom - Discover everything new Zoom released in July, a must-see!

 

📆 August 19 - Zoom AI Companion Deep Dive: What Every User Needs to Know - Learn how to get more done with AI Companion, including real world examples, use cases, and demos.

 

📆 August 20 Zoom AI Companion Open Office - Dive into AI Companion and get all your questions answered!

 

📆 August 27 Zoom Contact Center Open Office - Explore contact center offerings and ask lots of questions!

 

For more events, including live and on-demand training, visit our Customer Success Hub.

 

We can't wait to see you soon!

 

- Zoom Customer Success 

crissyd_0-1754006859827.png

 


Show less

Salesforce intelligent call routing

We're trying to use fields from Salesforce in our call flows to route calls directly to users or queues. I cannot seem to find any documentation on how to do this in the call flows even after we have completed out Salesforce integration. Any idea of ... Show more

We're trying to use fields from Salesforce in our call flows to route calls directly to users or queues.  I cannot seem to find any documentation on how to do this in the call flows even after we have completed out Salesforce integration.  Any idea of where documents might be for this? 


Show less

reply-icon Latest Reply - 

🌟 Your Guide to Getting More Out of Zoom This July 🌟

Ready to do more with Zoom this July? Unlock new ways to work smarter, connect better, and stay ahead with this month’s power-packed lineup of live sessions. From insider updates to expert tips and open Q&As, we’ve got everything you need to sharpen ... Show more

Ready to do more with Zoom this July?


Unlock new ways to work smarter, connect better, and stay ahead with this month’s power-packed lineup of live sessions. From insider updates to expert tips and open Q&As, we’ve got everything you need to sharpen your skills and get the most out of your Zoom experience.

 

Here’s what’s coming up:

 

📅 July 2: Zoom Workplace Open Office
Unlock the full potential of Zoom Workplace! Learn productivity tips, explore features, and bring your questions — our experts are ready to help.

 

📅 July 9: Zoom Phone Open Office
Master seamless communication with Zoom Phone. Join us to learn best practices, streamline call workflows, and get real-time support.

 

📅 July 10: What’s New at Zoom?
Catch up on everything Zoom released in June! Discover fresh features, key improvements, and how they can make your day-to-day smoother.

 

📅 July 16: Zoom AI Companion Open Office
Tap into the power of AI! Explore how Zoom AI Companion can support your work and boost efficiency — plus, get your questions answered live.

 

📅 July 23: Zoom Contact Center Open Office
Take customer experience to the next level. Learn more about Zoom Contact Center capabilities and ask anything during this interactive session.

 

Grow your knowledge, connect with experts, and make the most of Zoom — we’ll be right there with you. Can’t wait to see you this July!

 

💡Looking for more? Explore additional webinars, live product trainings, and on-demand content via the Customer Success Hub.

crissyd_0-1751029641850.png

 


Show less

Jump Into June with Zoom-tastic Events 🎉

Get ready to explore, connect, and elevate your Zoom experience this June! We’ve lined up an exciting series of events designed to help you stay ahead, boost your productivity, and make the most of your Zoom tools. From discovering new features to ge... Show more

Get ready to explore, connect, and elevate your Zoom experience this June! We’ve lined up an exciting series of events designed to help you stay ahead, boost your productivity, and make the most of your Zoom tools. From discovering new features to getting expert guidance, there's something for everyone this month.

Here’s what’s happening:

📅 June 4: Zoom Workplace (Meetings + Productivity) Open Office
Want to turn routine meetings into high-impact collaborations? Join us to learn pro tips, discover new features, and explore smarter workflows with Zoom Workplace.

📅 June 5: What’s New at Zoom? 
Be among the first to explore our latest updates! We’ll walk through new features, improvements, and how they can streamline your day.

📅 June 11: Zoom Phone Open Office
Take your communications to the next level! Learn how to optimize Zoom Phone with expert tips for seamless call handling and efficient workflows.

 

📅 June 12: Zoom Contact Center Insights – June Optimization Deep Dive
Dive into powerful features and strategies to help you get the most from your Zoom Contact Center setup.

📅 June 18: Zoom AI Companion Open Office
See how Zoom AI Companion can help you work smarter — not harder. Join us for a live Q&A and discover ways AI can support your day-to-day.

📅 June 25: Zoom Contact Center Open Office
Explore best practices, key features, and customer engagement strategies to maximize impact with Zoom Contact Center.

📅 June 25: From Implementation to Impact: Campus Insights on Zoom AI Companion
Hear firsthand from two education customers about how they adopted Zoom AI Companion, tackled real challenges, and delivered real results.

 

Don't miss your chance to learn, grow, and lead with Zoom this June. We’re excited to see you there!

 


💡Interested in other webinars, live product trainings or on demand content? Visit the Customer Success Hub to learn more.

crissyd_0-1748615992214.png

 


Show less

Restore or Download Default Demo Flow for Zoom Contact Center

I accidentally deleted the Default Demo Flow in my Zoom Contact Center and would like to restore it or download a copy. I want to explore and test the default setup before making any customizations. Is there a way to re-import the original demo flow,... Show more

I accidentally deleted the Default Demo Flow in my Zoom Contact Center and would like to restore it or download a copy. I want to explore and test the default setup before making any customizations.

 

Is there a way to re-import the original demo flow, or could someone share the default JSON export?

Any guidance on restoring default flows or best practices for starting over would be greatly appreciated!

 

Thank you!


Show less