Using Zoom Assistant

Zoom Assistant is a compact desktop panel that allows phone users to quickly find their contacts, access and manage speed dial, make and receive calls, and transfer calls. The panel can be docked to the left and right sides of a computer screen. With the addition of a Power Pack license, Zoom Assistant functionalities expand to include the Power Pack Desktop experience such as answering and transferring calls for call queues, shared line appearance, and shared line groups. If enabled by their admin, users can decide if they want to enable or disable it from their own web portal settings and control its functionality from their clients.

Note: Zoom Assistant is not available to Zoom Phone Basic users and requires a Zoom Pro license.

This article covers:

Prerequisites for using Zoom Assistant

Note: If Phone cannot be selected within Zoom Assistant, it means your admin didn’t provide this feature to your account, and is locked. Contact your admin for assistance.

How to enable/disable Zoom Assistant from your web portal

You can enable phone within Zoom Assistant directly from your account on the web.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Settings, then click the Zoom Assistant tab.
  3. Click the toggle to enable Zoom Assistant if it’s not enabled.
  4. Select Phone.
  5. (Optional) To the right of Zoom Assistant, click the toggle to disable the feature, if you want to disable it.

How to enable/disable Zoom Assistance with a Power Pack license from your web portal

Once a user has Zoom Assistant - Phone enabled, that user or administrator can customize the widgets.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone.
  3. Click the Settings tab.
  4. In the Zoom Assistant - Phone section, make sure the toggle is enabled, then click View or Edit.
  5. In the Zoom Assistant - Phone window, click Set Widget for one of the positions, then select one of the following in the drop-down menu:
  6. Select the associated extension in the extension drop-down menu.
  7. Repeat steps 6 and 7 as needed.
  8. Drag and drop a row, or use the arrow icons to move each row up or down in the order.
  9. (Optional) Click Delete to remove the widget.
  10. Click Save.
  11. (Optional) To the right of Zoom Assistant - Phone, click the toggle  if you wish to disable this feature.

How to toggle the visibility on/off for Zoom Assistant from your Zoom client

You can enable phone within Zoom Assistant while signed in to your Zoom Client.

  1. Sign in to your Zoom client.
  2. On the top right, click your profile picture or name initials.
  3. Click Settings.
  4. Click the General tab.
  5. Under Zoom Assistant, select Phone.
    The Zoom Assistant desktop panel will display.
  6. (Optional) If you want to disable Zoom Assistant, uncheck Phone, to remove the visibility of Zoom Assistant.
  7. (Optional) From the Zoom Assistant desktop panel, on the bottom left, click your profile icon or name initials, then click Close Assistant.

How to use Zoom Assistant

Make sure to sign in to your Zoom client to use Zoom Assistant and the desktop panel will automatically open if the feature is enabled for your account.

Receive a call from Zoom Assistant

When receiving calls, you will see inbound call notifications simultaneously on both the desktop Zoom Assistant window and the Zoom desktop client in the Lines tab. You can accept or decline the call in either window.

Make a call from Zoom Assistant

Manage the speed dial from Zoom Assistant

  1. Under the search bar, click the plus icon .
  2. In the search contacts, enter the name or phone number of the user.
  3. On the right of the name, click the plus icon .
  4. On the right of your speed dial icon, click the more options icon , then do one of the following:
  5. Click the drag icon , to move the speed dial up and down the list.
  6. Click the trash icon to delete it.

Use in-call controls in Zoom Assistant while on a call

During an active call, you will see the following in-call controls:

Set a presence status in Zoom Assistant

Viewing call history and voicemail from Zoom Assistant

How to change widget settings from Zoom Assistant for Power Pack users

Click the ellipses icon on each widget to access these settings: