Setting up Zoom Virtual Agent with Zoom Phone
Zoom Virtual Agent integrates with Zoom Phone to provide an AI-powered auto receptionist that can handle call routing, appointment scheduling, and business inquiries. Key capabilities include:
- Automated call routing to call queues, shared lines, or individuals
- Appointment scheduling integration with Zoom Scheduler
- Knowledge base integration for answering common business questions
This article explains how to configure and deploy the Virtual Agent for your organization.
Requirements for Zoom Virtual Agent with Zoom Phone
- Account owner or admin privileges
- Zoom Phone license
- Zoom Virtual Agent for voice license
How to set up Zoom Virtual Agent with Zoom Phone
- Sign in to the Zoom web portal.
- In the navigation menu, click Phone System Management then Auto Receptionists.
- Click the Virtual Agent tab.
- Click Add and provide the following:
- Name: Enter a display name for the virtual agent.
- Virtual Agent: Select an existing voice agent, or create a new one.
Note: If no virtual agent is created, you will be directed to the Zoom Virtual Agent page where you can create a new voice agent.
- Click Save.
How to configure your virtual agent
Basic configuration
- Use pre-built Zoom Phone templates to easily add agents.
- Customize greeting and guidance messages.
- Use the Refine with Assistant tool to adjust agent identity and tone.
- Select voice actor (gender, accent, formality level).
Set up skills for routing
Configure routing skills to handle specific routing scenarios:
- Create Skills with specific trigger conditions.
- Implement API integration in the instructions for advanced caller verification or any conditional check.
- Using the forward slash (/) tools menu, access the Zoom_phone_routing tool to define the routing.
Set up skills for appointment scheduling
Configure routing skills to handle appointment scheduling scenarios:
- Create Skills with specific trigger conditions.
- Using the forward slash (/) tools menu, access the Appointment_scheduling tool.
- Go to Zoom Scheduler using the provided URL link and copy the desired scheduler URL.
- Paste the link in the tool field.
How to deploy your virtual agent
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Studio then Virtual Agents.
- Select the voice agent you want to deploy.
- In the upper-right corner, click the Publish button.
- In the Channels section, click Add agent to channel then select Add to Zoom Phone.
The voice agent will appear in the Zoom Phone Auto Receptionist page. - Click the voice agent and configure site settings:
- Site name
- Business hours
- Holiday schedules
- Assigned agents for different scenarios
Once configured, your Zoom Virtual Agent will begin handling calls according to your specified settings and routing rules.