Zoom Contact Center admins can enable or disable agents' ability to send outbound SMS from SMS queues they're a member of. This is disabled by default.
This article covers:
Prerequisites for setting up outbound SMS
- Account owner or admin privileges; or relevant role/privilege
- Pro, Business, or Education account
- Zoom Contact Center license
- SMS or messaging queue created
How to set the default outbound SMS number (optional)
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Preferences.
- In the General Settings section, change the following settings:
- Outbound SMS
- Click the first Assign Number to assign an outbound number to send all outbound SMS messages, including notifications for callback, rejoin video, and upgrade to video.
- Click the second Assign Number to assign a default phone number for messaging and SMS queues with outbound enabled.
Note: Follow the next section to get the outbound SMS number at the queue level.
- SMS Options
- Send International SMS: Allow agents to send international SMS messages.
- Receive International SMS: Allow agents to receive international SMS messages.
How to enable or disable outbound SMS for a queue
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Queues.
- Click the display name of the SMS or messaging queue you want to edit.
- In the Outbound Queue Preferences section, click the Outbound Calls toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
- If enabling outbound calls, change the outbound queue settings.
How to set the default outbound SMS queue for a contact center user
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Users.
- Click the display name of the user you want to edit.
- Scroll down to the Queues section.
- Next to Default Outbound Queue, click Add under SMS Channel. If there's already a default outbound queue, click Edit then click one of these options:
- Choose from Assigned Queues: Change the default outbound SMS queue.
- Delete: Remove the default outbound queue.
- Select the queue to use as default for outbound SMS, then click Save.
Note: You will only see queues that the user is a member of, and have outbound SMS enabled. - Click Save.