How to customize the zoom call handling settings?
Overview.
The Zoom admins, as well as the phone users, can conveniently personalize the call handling settings to specify how to route the calls during business or during holiday or closed hours. For instance, you can personalize the zoom settings which will enable you to receive calls during business hours on the zoom mobile app or desktop client. While in closed hours the call will arrive straight to the voicemail.
From this article, know about accessing the call handling settings for both the zoom admin and phone user role. Further, you can also customize the call handling settings.
Preconditions.
- The user must possess either a business, education, or pro zoom account.
- Also, the user should have a zoom phone license.
Remember, the admin’s policy settings however can limit some of the call handlings settings.
How to access the call handling settings?
For Admin Role.
Remember, zoom admin can also personalize the default call handling settings for the site or account.
Step 1. You should sign in from the Zoom web portal.
Step 2. From the navigation menu, tap on the phone system management followed by users and rooms.
Step 3. To the name of the phone user which you wish to adjust settings there tap on it.
Step 4. Tap on the user settings section.
Step 5. In the closed hours or business hours section, tap on the edit near the call handling.
Remember, you can handle the call handling settings for holiday hours, tap on manage near the holiday list and call handling. There tap on holiday and then select edit near the call handling.
For Phone user roles.
Step 1. You should sign in from the Zoom web portal.
Step 2. Tap on the phone.
Step 3. Select on the settings tab.
Step 4. In the closed hours or business hours section, tap on the edit near the call handling.
Remember, you can handle the call handling settings for holiday hours, tap on manage near the holiday list and call handling. There tap on holiday and then select edit near the call handling.
Customizing call handling settings.
You can personalize how calls get routed during closed, business, and holiday hours.
Remember, there appears a lock icon that the zoom phone admin would restrict accessing the settings or the features.
- Call handling. Tap on edit to personalize how the calls get routed during the mentioned hours.
Remember,
- Zoom applications toggle. You can switch off the room app toggle when you don’t need to receive calls on the mobile app or desktop client.
- When you want to set the call handling ring model (simultaneously) for using the arrow icons or dragging or clicking it to rearrange the order.
- For setting the call handling ring model on sequential mode, you can use the arrow icons or can select or drag them for rearranging the order.
- Tap on add phone number for forwarding it to the external phone number. For instance, a private phone number is not used for the zoom phone. You can edit or delete the pre-existing external mobile numbers.
Remember, to ensure selecting the country code or region from the dropdown menu to add the external phone numbers. Though done countries would share similar country codes but can appear different entries in the drop-down menu.
- Require to press 1 before connecting the call. Tap the check box which you want the callers to press 1 before connecting the external phone numbers you’ve added earlier.
- Call handling Ring Mode. Choose from the method to distribute calls when in business, holiday, and closed hours. Accumulating all hours as specified, you only can have one call handling ring mode.
Remember, the Zoom app means both the mobile app and desktop client.
- Choose simultaneously for ringing the zoom app and specified devices at the same time. Post selecting the option, you can edit the call handling to the specified routes.
- Or you can choose sequentially for ringing the zoom app or devices one at a time.
As soon as you choose the option, you can edit the call handling zoom setting for specifying the sequence.
- Maximum wait time. The max wait time before handling the call can be particularized in the below settings ( when a call is not received).
- When a call is not received. Choose how the unanswered calls can be handled while in business hours
- Forward to voicemail. You can route calls to voicemail.
- Allow the caller to check voicemail. It permits the callers to check voicemail over the phone.
- Allow callers to reach an operator. It permits the caller to press 0 to reach the operator. Or you can press 1 with which you can leave the voicemail message. The operator can be set to any of the phone users, auto-receptionist, call queue, or shared line group. Once you enable the option then you can customize audio.
Remember, for the zoom admins, the settings can be accessed in the default call handling settings for the site or account.
- Greeting. You can choose a greeting from the menu or you can select the auto library in order to customize audio. Visit the zoom support page and v it the article on audio greetings for further information.
- Play a message and then disconnect. You can play the custom message for the caller and then you can hang up the call. For customizing audio you can tap on the audio library.
- Disconnect. While in the specified hours, you can disable the voicemail. The call can get disconnected without even routing the voicemail or playing the voicemail greeting.
- Forward to external contacts. When the zoom account has a directory of the external users, then you can route calls to the external contact.
- Forward to another extension. It will route the calls to other extensions in the account.
All credit. Zoom.us
https://support.zoom.us/hc/en-us/articles/360059966372-Customizing-call-handling-settings