Enabling or disabling 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. Admins can enable this feature for their entire account or just a single user. Once enabled, users can decide if they want to toggle its visibility On or Off from their own settings.
Notes:
- Zoom Assistant is not available to Zoom Phone Basic users and requires a Zoom Pro license.
- Use the user guide if you are a user to make sure you meet the requirements to use this feature.
This article covers:
Prerequisites for enabling or disabling Zoom Assistant
- Account or admin privileges
- Zoom Phone Pro or any license that includes Zoom Phone Pro features for the user being enabled
- Users who use Zoom Assistant must be running Zoom Workplace app version 5.11.3 or higher
- Zoom Phone Power Pack add-on for accessing call queues, shared line appearance, and shared line group functions
Comparison of Zoom Assistant functionalities per license
License | Functionalities available | Activities |
---|
Zoom Phone Basic |
|
- No access to Zoom Assistant
|
Zoom Phone Pro |
|
- Dockable Zoom Assistant panel
- Phone dialer
- Search
- Speed Dial
- Call transfer
- Phone history
- Voicemail
|
Zoom Phone Pro with Power Pack add-on |
|
- All Pro license functions
- Call Queue support
- Group Call Pickup support
- Shared Line Appearance support
- Shared Line Group support
|
How to enable or disable Zoom Assistant in the Zoom web portal
Account
As a Zoom Phone admin, you can enable Zoom Assistant at the account level to allow all your users to easily access call functions.
For accounts with the
Power Pack Desktop User experience turned ON, please review the communication email that was sent to you on March 16th, 2023 titled
Zoom Assistant change to Zoom Phone Powerpack.
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Account Management then Account Settings.
- Click the Zoom Assistant tab.
- Click the Zoom Assistant toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
Note: The dialog box will prompt you to turn on this feature for all users, so make sure this is what you want to do as once enabled your users will see a Zoom Assistant welcome wizard when logged into their app. - Select Phone, then click Save.
- (Optional) Select the Hide Zoom Assistant when there is no active call checkbox.
In this mode, Zoom Assistant will not appear on screen unless the user has an incoming call or is on an active call. Zoom Assistant will disappear 5 seconds after the call ends.
Note: This mode is enabled by default for any user with the Microsoft Teams integration.
- (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 Assistant for a group of users:
- Sign in to the Zoom web portal as an admin with the privilege to edit groups.
- In the navigation menu, click User Management then Groups.
- Click the applicable group name from the list.
- Click the Zoom Assistant tab.
- Click the Zoom Assistant toggle to enable or disable it.
- If a verification dialog appears, 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. - Select Phone, then click Save.
- (Optional) Select the Hide Zoom Assistant when there is no active call checkbox.
In this mode, Zoom Assistant will not appear on screen unless the user has an incoming call or is on an active call. Zoom Assistant will disappear 5 seconds after the call ends.
Note: This mode is enabled by default for any user with the Microsoft Teams integration.
- (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.
User management (single user)
As a Zoom Phone admin, you can enable Zoom Assistant for one user at a time if you don’t want to extend this functionality to all users in your account.
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click User Management, then Users.
- Click the applicable user name from the list.
- Click the Settings tab, then click Zoom Assistant.
- Click the Zoom Assistant toggle to enable or disable it.
- If a verification dialog appears, click Enable or Disable to verify the change.
- Select Phone, then click Save.
Note: If Phone cannot be selected, this feature is unselected at the account level and locked.
- (Optional) Select the Hide Zoom Assistant when there is no active call checkbox.
In this mode, Zoom Assistant will not appear on screen unless the user has an incoming call or is on an active call. Zoom Assistant will disappear 5 seconds after the call ends.
Note: This mode is enabled by default for any user with the Microsoft Teams integration.
Phone user (Power Pack user)
Once a user has Zoom Assistant - Phone enabled and a Power Pack license assigned, that user or administrator can customize the widgets.
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Phone System Management, then Users & Rooms.
- Click the Users tab.
- Click the name of the phone user.
- Click the User Settings tab.
- In the Zoom Assistant - Phone section, click the Zoom Assistant toggle to enable or disable it.
- When the toggle is enabled, click View or Edit.
A pop-up window will appear. - 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:
- Select the associated extension in the extension drop-down menu.
- Repeat steps 6 and 7 as needed.
- Drag and drop a row, or use the arrow buttons to move each row up or down in the order.
- (Optional) Click Delete to remove the widget.
- Click Save.
User
Personal settings
You can enable or disable phone within Zoom Assistant directly from your account on the web.
- Sign in to the Zoom web portal.
- In the navigation menu, click Settings.
- Click the Zoom Assistant tab.
- Click the Zoom Assistant toggle to enable or disable it.
- Select Phone, then click Save.
Power Pack license settings
Once a user has Zoom Assistant - Phone enabled, that user or administrator can customize the widgets.
- Sign in to the Zoom web portal.
- In the navigation menu, click Phone.
- Click the Settings tab.
- In the Zoom Assistant - Phone section, click the Zoom Assistant toggle to enable or disable it.
- When the toggle is enabled, click View or Edit.
A pop-up window will appear. - 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:
- Select the associated extension in the extension drop-down menu.
- Repeat steps 6 and 7 as needed.
- Drag and drop a row, or use the arrow icons to move each row up or down in the order.
- (Optional) Click Delete to remove the widget.
- Click Save.
How to manage Zoom Assistant settings in the Zoom Workplace app
- Sign in to the Zoom desktop app.
- Click your profile picture, then click Settings.
- Click General.
- Under Zoom Assistant, select the Phone checkbox.
- (Optional) Select the Hide Zoom Assistant when there is no active call checkbox.
In this mode, Zoom Assistant will not appear on screen unless the user has an incoming call or is on an active call. Zoom Assistant will disappear 5 seconds after the call ends.
Note: This mode is enabled by default for any user with the Microsoft Teams integration.