Expert Insights
Expert Insights are practical, technical guides that help technical decision-makers implement and optimize Zoom products and features.
Each article offers:
Technical depth with practical application: We don't just explain what features do; we show how to use them to solve specific business problems
Best practices and troubleshooting tips: Real-world insights from Zoom technical experts who regularly interact with these solutions across various environments
Business context and outcomes: How technical decisions impact users, operational efficiency, and strategic goals
Recent Articles
By Megan McGaughey and Nate Raper
Zoom Virtual Agent Receptionist (ZVA Receptionist) brings intelligent call handling to your business phone system. Using conversational AI, ZVA Receptionist answers inbound calls, provides information from a configured Knowledge Base, routes callers to the right person or department, and schedules appointments without requiring human intervention. Previously known as AI Concierge or ZVA Concierge, ZVA Receptionist is configured and managed through AI Studio in the Zoom web portal.
This guide covers the complete setup process and four core use cases: building a Knowledge Base, configuring call routing to Zoom Phone destinations, enabling Dial-by-Name routing, and adding appointment scheduling with Zoom Scheduler. It also covers voice agent fine-tuning, publishing, and ongoing testing and optimization.
By Nate Raper
Zoom Auto Dialer is a smart, integrated outbound calling tool designed specifically for modern sales and outreach teams. Built as a native Zoom Phone add-on, it eliminates workflow fragmentation and inefficiencies that plague today's sales and calling processes. Our solution empowers sales, support, services, and outreach representatives to focus on what matters most—meaningful conversations with leads and contacts—rather than wasting time on technical configurations and manual processes.
This guide will help Zoom Phone Administrators understand the overall setup and configuration options to make the best selection for their business needs. Zoom Support articles already detail the specific configuration steps, so this guide will reference those support articles with a focus on guides and suggestions to assist with configuration choices.
By Nate Raper
The Zoom Phone integration for Salesforce (SFDC) Lightning allows end users to leverage a Zoom Phone dialer widget in SFDC to make and receive calls, log activity via Tasks, pop contacts, and include AI Companion call summaries. This integration works whether users are logged in to Salesforce or not. This is ideal for users who may take calls on their mobile device at times. When they log back in to SFDC, they can see the Task associated with an existing contact or create a new contact from those previous calls. The Zoom integration for Salesforce (SFDC) Lightning also includes integration with Zoom Revenue Accelerator (ZRA). This article will dive into the setup, configuration, and end-user experience with the Zoom Phone integration for Salesforce.