Managing Zoom Events Chat Etiquette Tool

Zoom Events account owners and admins can create Chat Etiquette policies to identify defined keywords or text patterns/regular expressions (such as account numbers). Then, this tool determines what action occurs when a policy is triggered.

When a user attempts to send a message through Zoom Events chat that triggers a Chat Etiquette policy, the user is either warned or blocked from sending the message. Chat Etiquette policies are configured at the account level in the Zoom web portal. Chat etiquette policies are also applied to webinar Q&A content.

Notes:

• Chat Etiquette policies also affect users who join Zoom Events from their web browser.
• The webinar/meeting policies have to be set separately in the Team Chat settings in the Zoom web portal.

This article covers:

• How to enable or disable Zoom Events Chat Etiquette Tool
  • Account
  • Group
• How to understand Chat Etiquette policy priority
• How to create a Zoom Events Chat Etiquette policy
  • Access Chat Etiquette policies
• How to manage Zoom Events Chat Etiquette policies
  • Reorder policies
  • Activate/deactivate a policy
  • Lock/unlock a policy
  • Delete a policy

Prerequisites for Managing Zoom Events Chat Etiquette Tool

• Pro, Business, Education, or Enterprise account
• Account owner or admin privileges
• Zoom Events Unlimited license or Zoom Events Pay Per Attendee license

How to enable or disable Zoom Events Chat Etiquette Tool

Account

To enable or disable Zoom Events Chat Etiquette Tool for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Zoom Events tab.
4. Click the Chat Etiquette Tool toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: This setting will be enabled or disabled for all groups and users. Settings that had been previously changed for groups or users will not be affected.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Group

To enable or disable Zoom Events Chat Etiquette Tool for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Zoom Events tab.
5. Click the Chat Etiquette Tool toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

How to create a Zoom Events Chat Etiquette policy

Note: You can create up to 50 Chat Etiquette policies for Zoom Events.

1. Enable Zoom Events Chat Etiquette Tool.
2. Click Create Chat Etiquette Policy.
   A Create Chat Etiquette Policy window will appear.
3. Complete the following sections and click Next to move to each section:
   • Name Your Policy
     • Policy Name: Enter a display name to identify the policy.
     • Description (Optional): Enter a description for the policy.
   • Define Content to Detect
     • Select a Rule Type: Choose if you want to detect content using Keywords (for example, a specific word or number) or a Regular expression (a special sequence of characters that identifies items like account numbers or social security numbers).
     • Add Keywords: If you selected Keywords, enter keywords separated by commas, then click Save. Click Test to enter keywords and check it against the keywords. A checkmark indicates the content matches the keywords.
       Notes:
       • Keywords are not case-sensitive.
       • The following characters are supported: A-Z, a-z, 0-9.
     • Add Regular Expression: If you selected Regular expression, enter the regular expression, then click Save. Click Test to enter content and check it against the regular expression. A check mark indicates the content matches the regular expression.
       Note: Backreferences and zero-width assertions are not supported.
   • Actions Taken When Policy is Triggered
     • When this policy is triggered: Specify the action when something in a chat message matches the policy.
       • Ask user to confirm sending of message: When a user tries to send or share a message that triggers the policy, Zoom Events will display a prompt asking them to confirm if they want to send the message.
       • Block the message: When a user tries to send or share a message that triggers the policy, Zoom Events will display a prompt stating that the message can’t be sent because of Chat Etiquette policies.
4. Click Review to review the policy.
5. Click Save.
   Your policy will appear on the Zoom web portal under Chat Etiquette Policy.

Access Chat Etiquette policies

After creating Chat Etiquette policies for Zoom Events, the Chat Etiquette policies will appear under Chat Etiquette Policy on the Zoom Events admin web portal. You can manage those policies or create new policies for the account at any time.

How to understand Chat Etiquette policy priority

When a message triggers multiple Chat Etiquette policies, a more restrictive action is applied to the message. A Chat Etiquette policy is considered more restrictive if its action was configured as Block the message.

For example, if a message triggers 5 Chat Etiquette policies:

• If all 5 of the Chat Etiquette policies had the action Ask user to confirm sending of message selected, the user is asked to confirm if they want to send the message.
• If any of the 5 Chat Etiquette policies had the action Block the message configured, the user’s message is blocked.

How to manage Zoom Events Chat Etiquette policies

After creating Chat Etiquette policies, you can choose which ones are activated/deactivated at the group level. You can also delete or lock specific policies at the account level.

Reorder policies

Note: You can drag and drop policies to visually organize them in the Zoom web portal. This does not change how policies are prioritized.

1. Access your Chat Etiquette policies for Zoom Events.
2. To the left of a policy, click the 6 vertical dots, then drag and drop the policy where you want it.

Activate/deactivate a policy

Note: Deactivated policies will still appear in the web portal but can’t be triggered.

1. Access your Chat Etiquette policies for Zoom Events.
2. Hover your mouse over a policy to access the Activate / Deactivate button.

Lock/unlock a policy

You can lock the policy to make it mandatory at the group level. After locking, all group settings will be activated and cannot be modified. You can also unlock the policy to make it optional at the group level. After unlocking, group settings can override account settings.

1. Access your Chat Etiquette policies for Zoom Events.
2. Hover your mouse over a policy to access the lock or unlock icon.
3. If a verification dialog displays, click Lock or Unlock to verify the change.

Delete a policy

1. Access your Chat Etiquette policies for Zoom Events.
2. Hover over a policy, then click the trash bin icon to delete the policy.
   A confirmation window will appear.
3. In the confirmation window, click Delete.