Using the Engagement tab


The Engagement tab allows agents to view information about an active or closed engagement; for example, the queue the customer was routed through, or notes previously entered by other agents for the customer. You can also use the Engagement tab to select a disposition or add a note if you're viewing an active engagement.

After opening the Engagement tab , you can hover over the left-side border, then click and drag to re-size the panel.

This article covers:

Prerequisites for using the Engagement tab for voice calls

How to access the Engagement tab

  1. Sign in to the Zoom desktop client.
  2. Click the Contact Center tab.
  3. Follow one of these options:
  4. In the right-side panel, click the Engagement tab .
  5. (Optional) Hover over the left-side border, then click and drag to re-size the panel.

Information displayed in the Engagement tab

Details section

Note: You can also configure variables to display in the Engagement tab.

Published notes section

The notes previously entered for the call or notes previously entered by other agents. If you’re viewing the Engagement tab for an active engagement, you can add a note.