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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? 


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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.

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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!


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🌟 Shine with Zoom this May 🌟

Get ready to explore, connect, and supercharge your Zoom experience! We’ve lined up a powerhouse series of events this month — all designed to boost your productivity, sharpen your skills, and keep you ahead of the game. Whether you're diving into ne... Show more

Get ready to explore, connect, and supercharge your Zoom experience! We’ve lined up a powerhouse series of events this month — all designed to boost your productivity, sharpen your skills, and keep you ahead of the game. Whether you're diving into new features or getting one-on-one time with Zoom experts, May is packed with opportunities you won't want to miss.

 

Here’s what’s coming up:

 

📅 May 7: Zoom Workplace (Meetings + Productivity) Open Office
Ready to transform your everyday meetings into powerful, productive sessions? Join us to discover insider tips, pro workflows, and new ways to get more from Zoom Workplace!

 

📅 May 8: What’s New at Zoom? (April Releases)
Be the first to explore Zoom’s newest features and enhancements! We’ll break down what’s fresh, what’s improved, and how it all makes your workday smoother and smarter.

 

📅 May 14: Zoom Phone Open Office
Take your Zoom Phone game to the next level! From smarter call handling to streamlined workflows, our experts will show you how to make every conversation count.

 

📅 May 21: Zoom AI Companion Open Office
Curious about AI at Zoom? See how our AI Companion can simplify your day, boost your efficiency, and help you work smarter — not harder. Bring your questions and get live answers!

 

📅 May 28: Zoom Contact Center Open Office
Deliver standout customer experiences with Zoom Contact Center! We’ll walk you through best practices, powerful features, and smart strategies to engage and support your customers like never before.

 

Don’t miss your chance to learn, grow, and lead with Zoom this May. We can’t wait to see you there!

 

💡Interested in other webinars, live product trainings or on demand content? Visit the Customer Success Hub to learn more.
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Insight into use of branch in Flow?

Hello Community. I recently added (to both my voice flow and a messaging/webchat flow) a branch that consumers could select to follow, that simply provides them with a website address they can visit, to receive instructions on how to install our soft... Show more

Hello Community.  I recently added (to both my voice flow and a messaging/webchat flow) a branch that consumers could select to follow, that simply provides them with a website address they can visit, to receive instructions on how to install our software.  This branch does not end in a queue, but rather in a "SendMedia" with url to a website.  Why did we add this?  One of our top call drivers is an ask for install instructions.  We're hoping to minimize the count of these unnecessary engagements to the queue.

 

Now that I've added these branches to the flows, I want to be able to see how many people are visiting them.  

I do not see a way to do so in the existing Reporting, and Zoom Support says it's not possible.

 

Do you, as a community, have any ideas on how this can be accomplished?  I'm open out-of-the-ordinary ideas.  Maybe there's something I can add to the flow that creates a flag of some variety, and then I can get a count of flags created during a time period?

 

Also, in the Flow reporting/analytics, what does "Contained" mean?  I'm assuming my new branches are getting reported as such, but I do not know if there are other scenarios that result in a "Contained" flow result.  Is there a way for me to see a report of how many flows ended in "Contained" in January and compare that to February?

 

Thoughts?  Thank you!

 


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Call routing based on skills

I have a queue that I am building a flow for. The queue has five skills associated with it. I created an agent routing profile for it and I created a skill category and added the five skills.When building out the flow, I am using the CollectInput wid... Show more

I have a queue that I am building a flow for. The queue has five skills associated with it. I created an agent routing profile for it and I created a skill category and added the five skills.

When building out the flow, I am using the CollectInput widget to act as a menu selection. It has five exits  that are set to map to each skill in the queue. What do I do after this? How do I ensure that the calls are routing to each skill correctly? Do I add a Route to widget and set it to Route to Queue and then set the queue I am using? Or do I have to create a queue for each skill (this would be overkill as the platform I am coming from allows for skill based routing). 

 

I am learning ZCC and for the most part it seems straight forward. Any assistance that I could get would be most helpful.

 

Thank you!


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Call flow based on DNIS

Good day,I am new to Zoom Contact Center as we migrated over from another platform. I am learning things as I create flows and so far I am liking what I am seeing.I am trying to set up call routing based on inbound DNIS. These calls don't get routed ... Show more

Good day,

I am new to Zoom Contact Center as we migrated over from another platform. I am learning things as I create flows and so far I am liking what I am seeing.

I am trying to set up call routing based on inbound DNIS. These calls don't get routed to agents but to voicemail boxes.  It is an internal messaging system that would send a voicemail transcription to my email. It is something that I am building to learn the features of ZCC. I've set up the inboxes that I need in ZCC and set up the email routing.

My flow has two entry points. In my previous platform, I would use a condition widget that would "listen" for the DNIS and then route the call to the appropriate branch.

My flow in ZCC is configured as follows:

  • Start widget which has two entry points. The entry points represent Country A and Country B. This connects to a Condition widget.
  • Condition widget
    • Settings tab, the type is set to Variable and the Variable is set to DNIS.
    • Exits tab - Exit 1
      • Variable Condition is set to Equal to and value is the entry point for country A.
      • Exit name is set to country A
      • Map Exit to Skill - nothing selected as these calls aren't being routed to an agent.
      • Next Widget set to SendMedia A.
    • Exits tab - Exit 2
      • Variable Condition is set to Equal to and value is the entry point for country B.
      • Exit name is set to country B.
      • Map Exit to Skill - nothing selected as these calls aren't being routed to an agent.
      • Next Widget set to SendMedia B.
    • No Match set to Hangup.
  • Condition widget - Exit Country A is connected to SendMedia A. SendMedia A plays a text to speech prompt. SendMedia A is then connected to Route_to_Country A. 
  • Connection widget - Exit Country B is connected to SendMedia B. SendMedia B plays a text to speech prompt. SendMedia B is then connected to Route_to_Country B.
  • Route_to_Country A and B are both set up to route to their respective Inboxes.

If I call either DNIS that I set up, the calls are dropping automatically. If I remove the condition widget and call either DNIS, the calls go through. At this point I believe it is how I have the condition widget configured.

Could someone provide insight on what it is that I am missing?

 

Update --

I am not sure why I can't reply to my own posts?? 

 

Regardless, I've solved my own issue. In the Condition widget, Exits tab, I set the Variable Condition to "Contains". Republished and everything is routing as intended.


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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.


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Resolved! Need to remove extra languages from the Campaign Welcome Screen

Hello, Running a Webchat campaign (not exactly a campaign but its the only way to get the welcome screen). On the welcome screen I am capturing the customers first name, email and language selection.We only need 2 languages (English and French) but t... Show more

Hello,

 

Running a Webchat campaign (not exactly a campaign but its the only way to get the welcome screen). On the welcome screen I am capturing the customers first name, email and language selection.

We only need 2 languages (English and French) but the drop down list provided has way more than that. Which means right now I have to create a catch-all in the flow for any selection outside of those 2 that then requires users to select their language again (this time from a shorter list of buttons that I created). The whole point of the Welcome screen is to save on some of those nested clicks and capture some relevant information into variables right from the get-go. 

 

Is there any way to customize that list of languages that Zoom auto-populates?


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Emergency Mode or Similar Approach

Hello,Is anyone actively utilizing some sort of "emergency mode" for their contact center queues or know the best approach for certain situations?We have situations where our HQ may need to evacuate the building, or a power/network outage takes place... Show more

Hello,
Is anyone actively utilizing some sort of "emergency mode" for their contact center queues or know the best approach for certain situations?
We have situations where our HQ may need to evacuate the building, or a power/network outage takes place and wanted to find out the best way to handle that when no agents are available for incoming calls.
I'm hoping the best option is not to have them all go to "Not Ready", but if it is then what is the best way to change the overflow/voicemail option quickly without logging in and managing each queue.

Thank you!


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