Managing Zoom Auto Dialer account settings

Account owners and admins can configure the Zoom Auto Dialer add-on for Zoom Phone to automatically dial numbers from a predefined list. They can set parameters such as the number of simultaneous calls, call delay, and call duration. Admins can manage settings such as phone number pools, disposition lists, cascading call intervals, and auto-hang-up configurations to tailor the dialer to organizational needs.

Auto Dialer logs call details, including call outcome, recording, and notes, enabling sales teams to efficiently track and manage their outbound calling efforts. This feature streamlines the outbound calling process, improving productivity and lead conversion rates.

Learn more about using Zoom Auto Dialer and importing Zoom Auto Dialer prospects and call lists.

Requirements for managing Zoom Auto Dialer account settings

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Zoom Auto Dialer add-on for Zoom Phone
• Account owner or admin privileges

How to configure dispositions

Set up dispositions to categorize call topics.

Access dispositions

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Dialer, under the Dispositions setting, click Manage.
   You will be directed to the Dispositions page.
5. (Optional) Use the search bar to search for a disposition.

View disposition information

On the Dispositions page, view the following information about the dispositions:

• Name: Displays the name.
• Description: Displays the description.
• Status: Displays whether the disposition is active or deactivated.
• Last modified: Displays the date and time when the disposition was last modified.

Add a disposition

1. Access the Dispositions page.
2. Click + Add disposition.
3. Enter the following information for the disposition:
   • Active status: Click the toggle to enable or disable it.
   • Name: Enter a name.
   • Description (Optional): Enter a description.
   • Disposition type: Select the type of disposition.
     Note: The selected type affects Zoom Auto Dialer Analytics.
4. Click Add.

Manage a disposition

1. Access the Dispositions page.
2. To the right of a disposition you want to manage, click the ellipsis  , then click from the following actions:
   • Edit disposition: Edit the disposition information, then click Save.
     Note: Editing a disposition affects both future and past calls that have used the disposition.
   • Duplicate disposition: Duplicate the disposition, add any necessary edits, then click Create.
   • Delete disposition: Delete the disposition. If a confirmation window appears, click Delete to confirm.
     Note: This action cannot be undone.

Use bulk actions

1. Access the Dispositions page.
2. To the left of the dispositions you want to manage, select the checkboxes.
   • (Optional) To select all dispositions, select the checkbox at the top of the checkbox column.
3. At the top of the page, click Delete.
   A confirmation window will appear.
4. In the window, click Delete.
   Note: This action cannot be undone.

How to configure call case mapping

Preset dispositions and notes can be assigned based on call outcomes, including manual hang-ups and auto-ended calls. Call case mapping can be reconfigured at any time.

Access call case mapping

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Dialer, under the Call case mapping setting, click Manage.
   You will be directed to the Call case mapping page.

Configure call case mapping

1. From the Call case mapping page, locate the case instance type you want to manage from the following options:
   1. Ended—caller/prospect hung up: The call was ended by the agent or recipient after the call connected.
   2. Ended—voicemail dropped: A voicemail was automatically dropped and the call disconnected automatically as a result.
   3. Ended—voicemail detected: Call reached a voicemail and disconnected automatically.
   4. Ended—dialer tree detected: Call reached dial tree and was disconnected automatically.
   5. Canceled—no answer/busy/failed: The call failed to connected.
   6. Canceled—call stopped: The call was ended by the agent before it could connect.
2. To the right of the case type you want to manage, click the Disposition dropdown and select one of your configured dispositions to assign to cases that meet the criteria set.
3. (Optional) In the Notes field, write any notes you would like to attach to cases of the selected type.
4. Click Save.

How to configure time intervals

Timer interval reflects the time before the next call is placed when the dialer is in auto-dial mode. Users can adjust this value unless the setting is locked.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Dialer, under the Time interval setting, enter the seconds you want for the time interval.
   You can also use the up and down arrows  to increase or decrease the seconds.
5. Click Save.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon  , and then click Lock to confirm the setting.

How to configure auto hang-up

If the prospect does not answer within the set time, the call will automatically hang up.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Dialer, under the Auto hang-up setting, enter the time desired in seconds before the call automatically hangs up.
   You can also use the up and down arrows  to increase or decrease the seconds.
   Note: The maximum number is 60 seconds.
5. Click Save.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon  , and then click Lock to confirm the setting.

How to configure the seller productivity report

Define criteria and metrics to measure and generate the representative performance report.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Dialer, under the Seller productivity report setting, configure the following settings:
   • Set minimum call duration: Define the minimum call time to qualify as a conversation in seconds, then click Save.
     You can also use the up and down arrows  to increase or decrease the time.
   • Under Set benchmarks, click the following toggles to enable or disable them:
     • Call to Connect ratio: Calculated as the number of Connect disposition calls divided by total calls. Performance is highlighted based on the criteria configured below:
       • Caution: Highlight in red if the ratio falls below the set baseline.
         You can also use the up and down arrows  to increase or decrease the baseline.
       • Good: Highlight in green if the ratio exceeds the set percentage.
         You can also use the up and down arrows  to increase or decrease the percentage.
     • Connect to conversation ratio: Calculated as the number of conversations had divided by calls designated as “Connect” in their disposition type. Performance is highlighted based on the criteria configured below:
       • Caution: Highlight in red if the ratio falls below the set baseline.
         You can also use the up and down arrows  to increase or decrease the baseline.
       • Good: Highlight in green if the ratio exceeds the set percentage.
         You can also use the up and down arrows  to increase or decrease the percentage.
     • Conversation to meetings booked ratio: Calculated as the number of calls designated as a “Meeting” in their disposition type divided by total conversations. Performance is highlighted based on the criteria configured below:
       • Caution: Highlight in red if the ratio falls below the set baseline.
         You can also use the up and down arrows  to increase or decrease the baseline.
       • Good: Highlight in green if the ratio exceeds the set percentage.
         You can also use the up and down arrows  to increase or decrease the percentage.

How to add Zoom Phone numbers to Zoom Auto Dialer

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Enable Manage Zoom Revenue Accelerator access to phone numbers.
5. Under Manage Zoom Revenue Accelerator access to phone numbers, click Manage Number List.
   The number list management window will appear.
6. In the Zoom Revenue Accelerator Number Pool window, click Assign More Numbers, then check the boxes for the numbers you wish to assign to the pool.
7. Click Confirm, then click Close.
8. (Optional) Check the box for Allow users to receive callbacks from their “local dial” calls for and configure a callback time period.