Granting user access and permission to Zoom Virtual Agent

Zoom Virtual Agent is a conversational AI platform that automates customer interactions across voice, web, and mobile channels using AI-powered voice agents, chat agents, and classic chatbots. A Zoom Virtual Agent license enables the feature for the account, while roles and permissions determine which users can access and manage it. Once the Zoom Virtual Agent is purchased, the account owner automatically has full access. Additional users can be granted access by assigning a role with the required AI Studio and Virtual Agent permissions.

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Some features, such as AI Expert Assist, automatically grant access to the required APIs when users are assigned the appropriate role, eliminating the need for separate manual permission assignments.

Requirements for enabling Zoom Virtual Agent for other users

To grant Zoom Virtual Agent permission, you must:

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How to add Zoom Virtual Agent permissions to a Zoom role

By default, the account owner has access to Zoom Virtual Agent. To grant admin access, you need to create or assign a role with the required Zoom Virtual Agent permissions.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click User Management and then Roles.
  3. Edit an existing role or create a new one.
    Note: The owner role will always have full permissions for all features on an account by default.
  4. Click the Role Settings tab.
  5. In the navigation menu, click AI Studio.
  6. To the right side of the Virtual Agent features and components, click the Edit checkbox, then select the following as desired:
    Note: For certain features, selecting the Edit checkbox will also automatically check the View checkbox.
  7. Click Save Changes.

How to add new users and grant Zoom Virtual Agent access

To grant a new user access to Zoom Virtual Agent, first add them to your Zoom account. After they accept the invitation, assign them to a role with the required Zoom Virtual Agent permissions.

  1. Sign in to Zoom web portal.
  2. In the navigation menu, click User Management and then Users.
  3. Click Add Users.
  4. In the Add Users dialog box, enter all the relevant information.
  5. Click Save.
    The user will receive an email to approve the request. Once approved, you can now edit the user and assign the role with Zoom Virtual Agent access.

How to give existing users access to Zoom Virtual Agent

To grant an existing user access to Zoom Virtual Agent, assign them to a role with the required Zoom Virtual Agent permissions.

  1. Sign in to Zoom web portal.
  2. In the navigation menu, click User Management and then Users.
  3. To the right of the existing user you want to give access to, select the Edit button.
  4. In the Edit User dialog box, next to the User Role, select the role that has Zoom Virtual Agent edit access from the drop-down menu.
  5. Click Save.