Enabling Zoom Virtual Agent access

Anyone on your Zoom account will be able to administer Zoom Virtual Agent as long as they have the correct permissions. There are no special licenses needed for users to access Zoom Virtual Agent because that is all handled through the role they are assigned. Once purchased, only the Owner role will have Zoom Virtual Agent access by default. If there are other people helping with your Zoom Virtual Agent setup, you can invite them and grant them full access to view and edit all parts of Zoom Virtual Agent.

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Zoom Virtual Agent supports role-controlled permissions. Some features, such as AI Expert Assist, may depend on access to specific Assets APIs. When a user is assigned a role like the AI Expert Assist Role, they are automatically granted access to the required APIs tied to that functionality. This ensures the feature works as intended without requiring separate manual permission assignments for each dependent API.

Requirements for enabling Zoom Virtual Agent to other users

Table of Contents

How to add Zoom Virtual Agent access to a role

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click User Management and then Roles.
  3. Under Role Settings, in the left navigation menu, click AI Studio.
  4. To the right side of the Virtual Agent features and components, click the Edit checkbox. For certain features, selecting the Edit checkbox will also automatically check the View checkbox.
  5. Click Save Changes.

How to invite a new user to Zoom Virtual Agent

  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 enable Zoom Virtual Agent access to existing users

  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 which has Zoom Virtual Agent edit access from the drop-down menu.
  5. Click Save.