While in an active Zoom Contact Center messaging engagement (web chat, in-app chat, or SMS), you can access messaging controls like transferring the chat or upgrading to a video engagement.
This article covers:
- Zoom Contact Center unified engagement controls (November 18, 2023 release)
- How to access unified Zoom Contact Center engagement controls
- Top control bar
- Bottom text box controls
- Right-side panel
- How consumers can opt out of SMS
Prerequisites for using chat controls
- Zoom desktop client for Windows or macOS, 5.12.0 or higher
- Pro, Business, or Education account
- Zoom Contact Center license
- Relevant engagement feature privilege enabled by your admin
Zoom Contact Center unified engagement controls
Starting with the February 2024 Zoom Contact Center release, engagement controls are located in the same location at the bottom of the engagement for all channels. This enables the agent experience to be consistent across all channels, rather than have the engagement controls in different locations for each channel. Here are the advantages of having such a unified, consistent location for engagement controls:
- Consistent engagement experience for agents and supervisors across different channels improving the agent training and learning curves
- Upgrade scenarios between different channels become seamless, with controls in the same location for all engagements
- Upcoming new channels to Zoom Contact Center will follow the same engagement controls framework to continue to maintain a consistent omni-channel experience
- Consistent engagement controls enable optimal utilization of screen space to aid future upcoming features
How to access unified Zoom Contact Center engagement controls
- Sign in to the Zoom desktop client.
- Receive a messaging engagement (web chat, in-app chat, or SMS).
When you're connected to the consumer, you will have access to messaging controls. Controls are located at the bottom of the Zoom Contact Center desktop client.
Top control bar
The following controls are available at the top control bar where you see the consumer's display name and engagement duration.
Release chat engagement
Click the release icon to return the active chat engagement to the queue. The consumer will receive a chat notification that you've ended the chat.
Note : This is only available for web chat and in-app chat engagements.
Transfer engagement
Click the transfer icon to transfer the active chat engagement to another queue or agent. You will see a pop-up window where you can search for a queue or agent, then select one to transfer the chat to.
If you're transferring an SMS engagement to an SMS queue with an agent routing profile , you will be prompted to select a proficiency for each skill category in the agent routing profile. Use the drop-down menus to select proficiencies, then click Transfer .
Notes :
- While searching for agents, you will see agents’ profile picture as set by the admin . Admins can set a Zoom Contact Center profile picture that's separate from their Zoom profile picture.
- Admins can restrict your transfer options . If you can't complete a transfer, contact your admin.
Upgrade to voice
Follow these steps to upgrade the active messaging engagement to a voice engagement.
- Click the phone icon
. - Select or enter a phone number to call.
Note : If you're upgrading an SMS engagement and the number is in an address book , you will see their associated phone numbers as options. - Click Call .
- The consumer will receive a voice call. When they answer, the engagement will upgrade to voice.
- If the consumer doesn't answer, the engagement will remain a chat or SMS engagement.
Upgrade to video (web chat and in-app chat engagements)
Click the video icon to upgrade the active messaging engagement to a video engagement, then click Upgrade .
Notes :
- You will automatically join the video engagement.
- The existing chat messages will appear in the video engagement chat.
- You will not be able to revert back to a chat engagement.
- The consumer will receive an invitation in their chat to join the video call.
Upgrade to video (SMS engagements)
Click the video icon to upgrade the active messaging engagement to a video engagement. When prompted, select one of these options:
- Send as a message in this conversation : The video engagement join link in the current messaging engagement.
- Enter an email address : Enter the email address of the consumer so they can receive an email with the video engagement join link.
Click Send and Upgrade . You will automatically upgrade to the video engagement when the consumer joins the video engagement.
Notes :
- The existing chat messages will appear in the video engagement chat.
- You will not be able to revert back to a messaging engagement.
End engagement
Click End to end the active messaging engagement and enter the wrap-up duration.
Bottom text box controls
The following controls are available below the messaging text box.
- Format : Apply formatting to the chat message. Zoom Contact Center shares the same formatting tools as Zoom Chat.
- File : Open your computer's file manager to select a file to send.
- Emoji : Add emojis to the chat message.
- Send icon: Send the message. You can also send a send by pressing Enter .
Notes :
- Each chat message can contain up to 2,005 characters.
- The File and Emoji options are also available to consumers.
Right-side panel
The right-side panel contains the Profile and Engagement tabs.
How consumers can opt out of SMS
For accounts with US/Canada virtual private numbers for SMS, consumers can opt out of SMS by responding STOP to the associated number. Once a consumer opts out, agents will not be allowed to send messages to the consumer's phone number. Agents will see an error message stating that SMS can't be sent because the consumer has opted out. If the consumer sends a message to the phone number again, then agents will be allowed to send messages to the consumer again.