Viewing closed engagements

Closed engagements are past engagements that have ended and the agent has completed the wrap-up period. You can view information on closed engagements like the queue the engagement was routed to and how much time the agent spent in the wrap-up period. You can also view recordings using the Zoom web portal.

Requirements for viewing information on closed engagements

Table of Contents

How to view information on closed engagements

Desktop app
  1. Sign in to the Zoom desktop app.
  2. Click the Contact Center tab.
  3. In the left-side navigation menu, click All engagements.
  4. Click the Closed tab. You will see information on closed engagements.
  5. Use the following options to filter data:
    • Specify the time period at the top of the page.
    • Search field: Enter keywords to search through closed engagements.
    • Click the drop-down menu in the top-right corner to filter by queue.
    • Click Filter for additional filters:
      • Channel: Filter by voice, video, SMS, or chat engagements.
      • Disposition: Filter by the disposition assigned to the engagement.
      • Agent: Filter by agent that handled the engagement.
      • Direction: Filter by inbound or outbound engagement.
  6. (Optional) Click a table row to view more engagement details.
    You will see the following:
Mobile app
  1. Sign in to the Zoom mobile app.
  2. Tap the Contact Center tab.
  3. Under Engagements, tap the Closed tab.
    You will see your accepted engagements listed with the following details:
    • Customer name
    • Job title
    • Engagement direction (inbound or outbound)
    • End time

Note: Currently, the engagement list only displays closed voice engagements from the past 24 hours.

Information in the closed engagements tab

Note: Click an engagement's table row to view more engagement details.