Setting up the Desktop Power User experience (Power Pack) in zoom App
Overview
Users requiring the desktop Power User experience include receptionists, executive assistants, and help desk agents who handle a lot of calls and need to transfer calls quickly. Using the new experience, a customizable window always-on-top allows you to view the phone user’s call queues, shared line appearances (call delegations), and shared line groups. In addition, phone users will be able to access the dialer, history and voicemail with ease. In addition to a phone user’s enhanced Contacts window, Zoom desktop clients offer a simplified Contacts window that allows users to find their contacts quickly and transfer calls with just a few clicks. To find out more information on these features, you should refer to the user guide for the Desktop Power User experience.
Note:
This feature is only available to Zoom Phone Power Pack users.
Prerequisites
- Permissions to administer an account
Users on phones must have the following in order to use the Desktop Power User experience:
- Licenses that include Zoom Phone Pro features (Zoom Phone licenses)
- Add-on for Zoom Phone: Zoom Phone Power Pack
Preparing for setup
It is possible to create widgets from call queues, shared lines (call delegation), and shared line groups in the Desktop Power User panel. See the following articles for instructions on setting up and assigning phone users to the Desktop Power User group:
- Queues for calls
- (delegation of calls)
- Sharing of lines
Enabling and setting up Desktop Power User experience
Desktop Power Users must be enabled per user by Zoom Phone admins. Desktop Power Users can customize widgets once they have been enabled for that user.
- To access the Zoom web portal, you will need to sign in.
- To access Phone System Management, click Users & Rooms in the navigation menu.
- Select a phone user.
- Go to the User Configuration tab.
- You need to make sure that the toggle in the Desktop Power User section is turned on before clicking View or Edit.
- You can set a widget for one of the positions in the Desktop Power User window by clicking Set Widget, then you can choose one of the following widgets from the drop-down menu:
- A Call Queue widget.
- This widget only appears for shared lines.
- Shared lines groups are displayed seen in the widget.
- The widget only appears for common lines.
- Click the extension drop-down menu to select the associated extension.
- Click the extension drop-down menu to select the associated extension.
- Move each row up or down by dragging it or using the arrow buttons.
- After saving, click Close.