# Welcome to the Zoom Technical Library

The Zoom Technical Library is your destination for advanced Zoom product documentation and processes! We understand there are many settings, switches, and knobs available across our platform, and we want to support Zoom platform admins with the best resources we can, so we’ve created this library with systems admins and technical folks in mind. Below is a sneak peek at the types of resources you can expect to see added over time:

<table data-view="cards" data-full-width="false"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Explainers</strong></td><td>Explainers are scannable resources designed to make Zoom’s products easier to understand.<br><br>By blending the structure of an FAQ with some elements of a whitepaper, these documents break down technical concepts into short summaries and fuller explanations.<br><br>Each section header delivers a quick takeaway, while the accompanying content offers clarity for those seeking more depth.<br><br><br><br><br><br><br><br><br></td><td><a href="/files/SEMj0Jx14DA7tLxZm76P">/files/SEMj0Jx14DA7tLxZm76P</a></td></tr><tr><td><strong>Field Guides</strong></td><td>Field Guides act as navigation tools and deployment guides for Zoom products and features.<br><br>These documents focus on helping IT admins complete complex tasks or processes, like deploying the Zoom Phone Local Survivability Module or configuring advanced Zoom Contact Center features.<br><br>Within these documents, you can expect clear, step-by-step instructions and practical tips that streamline implementation and support successful, organization-wide deployments.<br><br><br><br><br></td><td><a href="/files/6z06gQu6dZtVa2OIRKAW">/files/6z06gQu6dZtVa2OIRKAW</a></td></tr><tr><td><strong>Bluepapers</strong></td><td>Bluepapers, named after Zoom’s signature color, serve as in-depth strategic resources that expand on standard whitepapers.<br><br>These documents explore entire product lines or services—like Zoom Phone and Zoom Contact Center—with comprehensive overviews, key insights, and summaries of essential topics.<br><br>Ideal for gaining a complete understanding, Bluepapers serve as a go-to resource for deep insight into Zoom's products.<br><br><br><br><br><br><br><br></td><td><a href="/files/MvzSLh5Ei2cnbi5YSppj">/files/MvzSLh5Ei2cnbi5YSppj</a></td></tr></tbody></table>

Whether you’re a seasoned Zoom admin, or you're just getting started, there will be something for everyone. Bookmark this site and check back for updates as we grow this space.

When you’re ready to jump in, use the menu on the left to choose a product, expand its documentation options, and select the resource that best fits your needs.


# What's New

Stay on top of the latest additions and major updates

## July 23, 2026

* Added the [Zoom for Blackberry Field Guide](/advanced-enterprise-services/device-management/zoom-for-blackberry-field-guide)

## July 14, 2026

* Updated the [Delegated Administration for Partners Field Guide](/admin-corner/account-and-endpoint-management/delegated-administration-for-partners-field-guide)

## June 30, 2026

* Updated [Performance Management Tools](/business-services/zoom-quality-management/quality-management-explainer/performance-management-tools) and [Insights](/business-services/zoom-quality-management/quality-management-explainer/insights) in the [Quality Management Explainer](/business-services/zoom-quality-management/quality-management-explainer)

## June 24, 2026

* Updated the [Settings Resolution](/admin-corner/account-and-endpoint-management/new-groups-and-settings-management-experience-explainer/settings-resolution) page of the [New Groups and Settings Management Experience Explainer](/admin-corner/account-and-endpoint-management/new-groups-and-settings-management-experience-explainer).
* Updated the [Connecting Zoom Rooms and/or Third-Party Conference Rooms](/admin-corner/third-party-integrations/microsoft-365-calendaring-field-guide/connecting-zoom-rooms-and-or-third-party-conference-rooms-with-your-microsoft-365-calendars) page of the [Microsoft 365 Calendaring Field Guide](/admin-corner/third-party-integrations/microsoft-365-calendaring-field-guide).
* Updated the [Zoom Calendaring Overview](/admin-corner/third-party-integrations/zoom-calendaring-integration-explainer/zoom-calendaring-overview), [Provider-Specific Details](/admin-corner/third-party-integrations/zoom-calendaring-integration-explainer/provider-specific-details), and [Zoom Calendaring Endpoints](/admin-corner/third-party-integrations/zoom-calendaring-integration-explainer/zoom-calendaring-endpoints) pages of the [Zoom Calendaring Integration Explainer](/admin-corner/third-party-integrations/zoom-calendaring-integration-explainer).

## June 23, 2026

* Redesigned the [Zoom AI Whitepaper](/ai-whitepaper)

## June 8, 2026

* Added the [Zoom Rooms with Custom AV - Getting Started with NDI and Dante Expert Insight](/admin-corner/third-party-integrations/expert-insights/zoom-rooms-custom-av)

## June 5, 2026

* Updated the [Delegated Administration for Partners Field Guide](/admin-corner/account-and-endpoint-management/delegated-administration-for-partners-field-guide)

## May 26, 2026

* Updated [Performance Management Tools](/business-services/zoom-quality-management/quality-management-explainer/performance-management-tools) and [Insights](/business-services/zoom-quality-management/quality-management-explainer/insights) in the [Quality Management Explainer](/business-services/zoom-quality-management/quality-management-explainer)

## May 21, 2026

* Added [Zoom Revenue Accelerator Explainer](/business-services/zoom-revenue-accelerator/zoom-revenue-accelerator-explainer)

## May 15, 2026

* Added [Zoom and Microsoft Integration and Deployment Field Guide](/admin-corner/third-party-integrations/zoom-and-microsoft-integration-and-deployment-field-guide)
* Added [New Groups and Settings Management Experience Explainer](/admin-corner/account-and-endpoint-management/new-groups-and-settings-management-experience-explainer)

## May 14, 2026

* Added [Zoom Scheduler Explainer](/zoom-workplace/zoom-scheduler/zoom-scheduler-explainer#stripe-payments-and-zoom-scheduler) in the [Zoom Scheduler Explainer](/zoom-workplace/zoom-scheduler/zoom-scheduler-explainer)

## May 7, 2026

* Added [Managing Zoom Clients and Devices Explainer](/advanced-enterprise-services/device-management/managing-zoom-clients-and-devices-explainer)

## May 1, 2026

* Updated the [Quality Management Explainer](/business-services/zoom-quality-management/quality-management-explainer)

## April 17, 2026

* Updated [Delegated Administration for Partners Field Guide](/admin-corner/account-and-endpoint-management/delegated-administration-for-partners-field-guide#before-you-begin) in the [Delegated Administration for Partners Field Guide](/admin-corner/account-and-endpoint-management/delegated-administration-for-partners-field-guide)

## April 10, 2026

* Updated Supported Languages in the [Working with Different Languages](/business-services/zoom-quality-management/expert-insights/working-with-different-languages-in-quality-management) section

## April 8, 2026

* Updated [Installing the Zoom for Outlook Add-In](/admin-corner/third-party-integrations/zoom-for-outlook-add-in-explainer/installing-the-zoom-for-outlook-add-in) in the [Zoom for Outlook Add-in Explainer](/admin-corner/third-party-integrations/zoom-for-outlook-add-in-explainer) section

## April 7, 2026

* Added [Delegated Administration for Partners Field Guide](/admin-corner/account-and-endpoint-management/delegated-administration-for-partners-field-guide)

## April 6, 2026

* Updated the [Zoom Whiteboard Explainer](/zoom-workplace/zoom-whiteboard/zoom-whiteboard-explainer)

## March 25, 2026

* Added [Broken mention](broken://pages/Y6YGXsNDF9GeSfieYw2R) to the [Broken mention](broken://pages/8581f5ffa0cd63e915e79e4360b6db0c4056e716)
* Updated [Broken mention](broken://pages/OmjLk9SADV82kaqMS07J) within the [Broken mention](broken://pages/8581f5ffa0cd63e915e79e4360b6db0c4056e716)

## March 5, 2026

* Added [CX Analytics](/business-services/zoom-contact-center/zoom-customer-experience/analytics-and-reporting/cx-analytics) to the [Zoom Customer Experience Bluepaper](/business-services/zoom-contact-center/zoom-customer-experience)

## February 24, 2026

* Added [Zoom and Microsoft: Working Across Platforms](/popular/zoom-and-microsoft-working-across-platforms)

## February 17, 2026

* Updated the [Broken mention](broken://pages/8581f5ffa0cd63e915e79e4360b6db0c4056e716) with [Broken mention](broken://pages/OmjLk9SADV82kaqMS07J)

## February 13, 2026

* Added the Expert Insight [Zoom Phone Mobile Options](/zoom-workplace/zoom-phone/expert-insights/zoom-phone-mobile-options)

## February 10, 2026

* Added the [Zoom Scheduler Explainer](/zoom-workplace/zoom-scheduler/zoom-scheduler-explainer)

## February 3, 2026

* Added the [Zoom Phone India Explainer](/zoom-workplace/zoom-phone/zoom-phone-india-explainer)

## January 30, 2026

* Refreshed the [Integrating Zoom with Microsoft Teams](/admin-corner/third-party-integrations/integrating-zoom-with-microsoft-teams)

## January 27, 2026

* Added the Expert Insight [Zoom Phone and Contact Center SPAM Solutions](/zoom-workplace/zoom-phone/expert-insights/zoom-phone-and-contact-center-spam-solutions)

## January 8, 2026

* Added the interactive [Cloud Architecture Diagram](/admin-corner/architecture-and-design/cloud-architecture-diagram)

## December 23, 2025

* Refreshed the [VDI Explainer](/advanced-enterprise-services/virtual-desktop-infrastructure/vdi-explainer)

## December 22, 2025

* Refreshed the [Zoom and Mitel Phone System Integration Field Guide](/zoom-workplace/zoom-phone/third-party-integrations/zoom-and-mitel-phone-system-integration-field-guide)

## December 18, 2025

* Refreshed the [Zoom Whiteboard Explainer](/zoom-workplace/zoom-whiteboard/zoom-whiteboard-explainer)

## December 17, 2025

* Refreshed the [Zoom for Outlook Add-in Explainer](/admin-corner/third-party-integrations/zoom-for-outlook-add-in-explainer)

## December 15, 2025

* Added [Account and User Consolidation Explainer](/admin-corner/account-and-endpoint-management/account-and-user-consolidation-explainer)
* Added [Unifying Live and Asynchronous Work with Work Items](/business-services/zoom-contact-center/expert-insights/unifying-live-and-asynchronous-work-with-work-items)

## December 12, 2025

* Added [Desk Phone Provisioning & Customization Field Guide](/zoom-workplace/zoom-phone/desk-phone-provisioning-and-customization-field-guide)

## December 10, 2025

* Refreshed the [Zoom Phone Bluepaper](/zoom-workplace/zoom-phone/zoom-phone-bluepaper)

## December 8, 2025

* Added [Call Delegation and Zoom Assistant](/zoom-workplace/zoom-phone/expert-insights/call-delegation-and-zoom-assistant)

## December 4, 2025

* Added [Zoom Phone Local Survivability Field Guide](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide)

## November 20, 2025

* Added [Zoom: Architected for Reliability](/admin-corner/architecture-and-design/zoom-architected-for-reliability)

## November 3, 2025

* Added [Securing Zoom Meetings Explainer](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer)

## October 28, 2025

* Added [Contacts Field Guide](/admin-corner/account-and-endpoint-management/contacts-field-guide)

## October 27, 2025

* Added [Number Porting and Management Field Guide](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide)

## October 23, 2025

* Added [Integrating Zoom with Microsoft Teams](/admin-corner/third-party-integrations/integrating-zoom-with-microsoft-teams)

## October 17, 2025

* Added [Zoom Node Deployment Field Guide](/advanced-enterprise-services/zoom-node/zoom-node-deployment-field-guide)
* Added [European Union Public Sector Sovereignty Controls Explainer](/advanced-enterprise-services/public-sector-sovereignty-controls/european-union-public-sector-sovereignty-controls-explainer)

## October 6, 2025

* Added [Broken mention](broken://pages/8581f5ffa0cd63e915e79e4360b6db0c4056e716)

## October 1, 2025

* Added [Zoom Workspace Reservation Field Guide](/zoom-workplace/zoom-workspace-reservation/zoom-workspace-reservation-field-guide)

## September 30, 2025

* Updated [Zoom Calendaring Integration Explainer](/admin-corner/third-party-integrations/zoom-calendaring-integration-explainer)
* Updated [Microsoft 365 Calendaring Field Guide](/admin-corner/third-party-integrations/microsoft-365-calendaring-field-guide)

## August 21, 2025

* Updated the [Zoom Customer Experience Bluepaper](/business-services/zoom-contact-center/zoom-customer-experience)
* Added [Zoom Mail and Calendar Client Explainer](/zoom-workplace/zoom-mail-and-calendar/zoom-mail-and-calendar-client-explainer)

## August 15, 2025

* Added [Zoom Mail and Calendar Services Explainer](/zoom-workplace/zoom-mail-and-calendar/zoom-mail-and-calendar-services-explainer)

## August 14, 2025

* Added [Automatic Update Explainer](/advanced-enterprise-services/device-management/automatic-update-explainer)

## August 11, 2025

* Added [Zoom Node Explainer](/advanced-enterprise-services/zoom-node/zoom-node-explainer)

## August 8, 2025

* Added [Zoom Mesh Explainer](/advanced-enterprise-services/zoom-mesh/zoom-mesh-explainer)
* Added[Conference Room Connector Explainer](/advanced-enterprise-services/conference-room-connector/conference-room-connector-explainer)

## August 1, 2025

* Added the [Quality of Service Subscription Explainer](/admin-corner/network-management/quality-of-service-subscription-explainer)

## July 28, 2025

* Added [Integrate Zoom Contact Center Features Into Your Website](/business-services/zoom-contact-center/expert-insights/integrate-zoom-contact-center-features-into-your-website)
* Added [Customize User Chat Support Experience](/business-services/zoom-contact-center/expert-insights/customize-user-chat-support-experience)

## July 16, 2025

* Added the [Zoom for Blackberry Field Guide](/advanced-enterprise-services/device-management/zoom-for-blackberry-field-guide)

## July 15, 2025

* Added the [SSO Field Guide](/admin-corner/account-and-endpoint-management/sso-field-guide)

## July 8, 2025

* Added the [Zoom Customer Experience Bluepaper](/business-services/zoom-contact-center/zoom-customer-experience)
* Added the [Zoom Phone Bluepaper](/zoom-workplace/zoom-phone/zoom-phone-bluepaper)

## July 7, 2025

* Added the [Quality of Service and Network Best Practices Explainer](/admin-corner/network-management/quality-of-service-and-network-best-practices-explainer)

## July 2, 2025

* Added the [Broken mention](broken://pages/pRKTFGlClOsaFmCNGmX7)

## June 17, 2025

* Added the [Zoom and Mitel Phone System Integration Field Guide](/zoom-workplace/zoom-phone/third-party-integrations/zoom-and-mitel-phone-system-integration-field-guide)
* Added the [Zoom Phone and Avaya Phone System Integration Field Guide](/zoom-workplace/zoom-phone/third-party-integrations/zoom-and-avaya-phone-system-integration-field-guide)

## June 16, 2025

* Added the [Zoom Chat Migration App Field Guide](/zoom-workplace/zoom-chat/zoom-team-chat-migration-app-field-guide)

## June 13, 2025

* Added the [Sub Accounts Field Guide](/admin-corner/account-and-endpoint-management/sub-accounts-field-guide)

## June 9, 2025

* Added the [VDI Explainer](/advanced-enterprise-services/virtual-desktop-infrastructure/vdi-explainer)

## June 5, 2025

* Added the [Zoom Whiteboard Explainer](/zoom-workplace/zoom-whiteboard/zoom-whiteboard-explainer)
* Added the [Microsoft 365 Calendaring Field Guide](/admin-corner/third-party-integrations/microsoft-365-calendaring-field-guide)


# Zoom and Microsoft: Working Across Platforms

Authored by Jakob Ganschow

## Overview

This document outlines the primary ways Zoom and Microsoft products can be used together. It is intended to help readers understand which integrations are available, what they enable in day-to-day use, and how Zoom and Microsoft services work together behind the scenes, so organizations can decide which integrations are relevant for their environment.

Each section that follows focuses on a specific integration and provides an overview of what it does, how it connects Zoom and Microsoft systems, the key features it supports, and practical scenarios where it is commonly used. Where applicable, links are included to related Technical Library content and Zoom’s support center for readers who want more detailed implementation or administrative guidance.

### <mark style="color:blue;">Understanding Integration Surfaces</mark>

Zoom and Microsoft integrations generally fall into two patterns:

1. **Microsoft-surface integrations**, where Zoom capabilities are surfaced inside Microsoft products such as Teams or Outlook.
2. **Zoom-surface integrations**, where Microsoft services are brought into Zoom as data sources, identity providers, or systems of record.

To help orient readers as they move through the sections that follow, each integration description is labeled with its primary surface—the platform where users typically begin their work. For example, the Zoom for Outlook add-in is labeled Primary surface: Microsoft Outlook, indicating that Zoom functionality is accessed from within Outlook, even though Zoom provides meeting execution and governance.

<div data-with-frame="true"><figure><img src="/files/bsH9CaGugFTwJPqYl2My" alt=""><figcaption><p>Overview of Zoom and Microsoft integrations by surface</p></figcaption></figure></div>

## **Communications**

### <mark style="color:blue;">Zoom’s In-App Integration for Microsoft Teams</mark>

**Primary Surface**: Microsoft Teams

Zoom’s in-app integration for Microsoft Teams provides a unified access point for Zoom Meetings, Zoom Phone, and Zoom Whiteboard within the Teams client. The integration allows users to manage common Zoom processes—such as scheduling meetings, reviewing upcoming meetings, accessing phone history, and sharing Whiteboards—directly from Teams, while easily handing off to the Zoom Workplace app or a web browser when required to complete specific actions. This approach minimizes context switching for day-to-day tasks while preserving Zoom’s native application experience where technical limitations or feature requirements apply.

From an architectural perspective, Microsoft Entra ID provides the identity and authorization layer for the integration. When users interact with Zoom from within Microsoft Teams, Entra ID verifies the user’s identity and permits the Zoom app to access specific Microsoft 365 context—such as calendar data, chat participants, and contacts—on the user’s behalf. These permissions allow Zoom to surface relevant information and actions inside Teams without duplicating identity or directory services.

Microsoft Teams functions as the primary interface where users initiate Zoom-related workflows, while Zoom services are accessed through secure API calls. Zoom continues to operate as the system of record for meetings, telephony, Whiteboards, and all associated policies, security controls, and reporting. This separation allows Zoom activity to be launched and managed from Teams, while ownership, enforcement, and data handling remain within the Zoom platform.

Refer to the [Technical Library](https://library.zoom.com/admin-corner/third-party-integrations/integrating-zoom-with-microsoft-teams/zooms-in-app-integration-for-microsoft-teams), [Zoom’s Support Center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067825), and the [Microsoft Marketplace Store](https://marketplace.microsoft.com/en-us/product/office/wa104381441?tab=overview) for more information about Zoom’s in-app integration for Microsoft Teams.

#### Features

Zoom’s in-app integration for Microsoft Teams includes but is not limited to the following features:

| <p><strong>Meetings</strong></p><ul><li>View upcoming Zoom meetings</li><li>Schedule Zoom meetings</li><li>Start ad-hoc Zoom meetings</li><li>Launch Zoom meetings from Teams</li><li>Share Zoom meetings in Teams chats</li><li>Display Zoom meetings on Teams and Outlook calendars</li><li>Utilize Zoom AI meeting summary for both Zoom and Teams Meetings<br></li></ul><p><strong>Zoom Whiteboard</strong></p><ul><li>Start, Create, and Share Zoom Whiteboards in Teams</li></ul> | <p><strong>Zoom Phone</strong></p><ul><li>Make and receive Zoom Phone calls</li><li>Access Zoom Phone call history</li><li>Send and receive Zoom Phone SMS</li><li>Access voicemail and voicemail transcripts</li><li>Access recorded calls and call transcripts</li><li>Zoom AI Call Summaries, Tasks, and Voicemail<br></li></ul><p><strong>Chat and Notifications</strong></p><ul><li>Schedule meetings via Teams chatbot</li><li>Receive Zoom chatbot notifications in Teams</li><li>Use Continuous Meeting chat between Teams and Zoom</li><li>Share presence status between platforms</li></ul> |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

#### Use Cases

**Support Teams-First Meeting Workflows Without Replacing Zoom**\
Organizations that standardize on Microsoft Teams as their primary collaboration interface can allow users to schedule and launch Zoom Meetings directly from Teams. Meetings are created and surfaced in familiar Teams contexts—such as chats, channels, and calendars—while Zoom continues to host the meeting and enforce meeting-level security, policies, and reporting. This reduces friction for Teams-first users without requiring changes to the underlying Zoom meeting experience.

**Reduce Meeting Fragmentation Across Calendars and Chats**\
By surfacing Zoom Meetings alongside Teams meetings in a single calendar view, users gain a consolidated picture of their schedule regardless of where meetings are hosted. This helps reduce missed or duplicate meetings and makes it easier to coordinate availability, especially in environments where Zoom and Teams are used side by side.

**Enable In-Context Collaboration from Teams Conversations**\
Users can schedule or share Zoom Meetings directly from Teams chats and channels, allowing meetings to be launched in response to ongoing conversations. This keeps meeting coordination close to the context where work is happening, while still using Zoom as the system of record for the meeting itself.

### <mark style="color:blue;">Zoom Phone for Microsoft Teams</mark>

**Primary Surface:** Microsoft Teams

Zoom Phone for Microsoft Teams allows organizations to use the Zoom Phone service and phone numbers directly within the Microsoft Teams app. From the user’s perspective, calling is handled natively in Teams—users place and receive calls, manage voicemail, and interact with familiar calling controls without leaving the Teams interface or installing additional plugins. On the backend, Zoom Phone provides the underlying telephony service, including PSTN connectivity, number management, and enterprise calling policies, helping ensure that calling behavior and governance remain consistent across the organization.

Architecturally, calls are routed through Zoom’s telephony infrastructure, which manages call control and connectivity to external and internal calling destinations. That call traffic is then surfaced to end users through the Microsoft Teams client, giving the appearance of a Teams-native calling experience while Zoom Phone operates as the system of record. This integration leverages Microsoft’s Direct Routing model—commonly delivered as Direct Routing as a Service (DRaaS)—with Zoom operating the session border controller and telephony control layer on the customer’s behalf.

Refer to Zoom’s support center for more information on [Managing Zoom Phone for Microsoft Teams](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057686).

#### Features

Zoom Phone for Microsoft Teams includes but is not limited to the following features:

| <p><strong>Core Calling and Routing</strong></p><ul><li>Inbound and outbound PSTN calling (domestic and international)</li><li>Call forwarding, simultaneous ring, call pickup, and call transfer</li><li>Call park and retrieve</li><li>Device switching and common area phone support<br></li></ul><p><strong>Enterprise Telephony Management</strong></p><ul><li>Auto attendants and call queues (Teams and Zoom)</li><li>Shared line appearance and delegation</li><li>Holiday schedules and time-based call handling</li><li>Busy-on-busy behavior and call blocking</li></ul> | <p><strong>Voicemail, Recording, and Transcription</strong></p><ul><li>Cloud-based voicemail with transcription</li><li>Automatic and ad-hoc call recording</li><li>Live call transcription</li><li>AI-generated summaries and next steps</li><li>Voicemail prioritization</li><li>Zoom AI-generated voicemail tasks<br><br></li></ul><p><strong>Messaging and Caller Controls</strong></p><ul><li>SMS and MMS support (via Zoom’s Teams integration)</li><li>Caller ID presentation (limited support)</li><li>Call spam mitigation and blocked caller lists</li></ul> |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

#### Use Cases

**Maintain a Teams-First User Experience While Changing Telephony Providers**\
Organizations that have standardized on Microsoft Teams for daily collaboration can adopt Zoom Phone as their PSTN provider without altering user workflows. Employees continue to make and receive calls entirely within the Teams client, while Zoom Phone handles call routing, PSTN connectivity, and telephony services in the background. This allows IT to modernize or replace telephony infrastructure without retraining users or disrupting established habits.

**Support Business Continuity and Disaster Recovery**\
Zoom Phone for Microsoft Teams can function as a secondary or failover telephony provider for organizations with strict uptime requirements. When pre-configured, administrators can quickly transition users to Zoom Phone routing if a primary telephony service is unavailable. This allows businesses to maintain calling operations in Teams during outages without reconfiguring endpoints or changing user behavior.

**Support Mergers, Acquisitions, and Organizational Transitions Without Disrupting Collaboration**\
Zoom Phone for Microsoft Teams allows organizations to accommodate mergers, acquisitions, and divestitures without forcing immediate changes to established collaboration workflows. Teams can remain the standardized client across the organization, while Zoom Phone is introduced selectively to support new business units, acquired teams, or transitioning entities with different telephony requirements. Calls for those users are routed through Zoom Phone’s infrastructure, while others continue operating on their existing telephony arrangements. This enables organizations to manage complex, transitional telephony states without fragmenting collaboration platforms or interrupting day-to-day operations.

### <mark style="color:blue;">Zoom Contact Center and Microsoft Teams Integration</mark>

**Primary Surface:** Microsoft Teams\
\
The Zoom Contact Center Microsoft Teams integration is designed to connect customer-facing contact center agents with internal Teams users when escalation is required. Agents continue to work entirely within the Zoom Contact Center interface for call handling, routing, and live customer interactions, while Microsoft Teams remains the environment where internal subject-matter experts operate. Rather than embedding contact center functionality into Teams, the integration allows agents to discover, assess availability, and engage Teams users directly from within Zoom Contact Center, enabling efficient escalations without disrupting workflows.

At its core, the integration connects two operational planes that typically operate in isolation: the contact center interaction plane, where customer engagements are managed in real time, and the enterprise collaboration plane, where internal expertise is organized and surfaced through Microsoft Teams. Through directory lookup and real-time presence synchronization, agents can search for Teams users, see their current availability, and choose the most appropriate escalation path—such as consult, warm transfer, direct transfer, or conference—without leaving the Zoom Contact Center interface.

From an architectural standpoint, Zoom Contact Center integrates with Microsoft Teams using a combination of Microsoft Graph APIs and the Teams PowerShell SDK. These components are used to automate Teams-side configuration, surface Microsoft directory information, and retrieve real-time presence updates for Teams users. Voice connectivity between Zoom Contact Center agents and Microsoft Teams users is enabled through a shared SIP trunk architecture, using a Direct Routing connection between the respective SIP trunks. Together, these elements allow Zoom Contact Center to present Teams users as reachable escalation targets within the agent interface, while maintaining separation between the contact center and collaboration platforms.

Refer to [Zoom’s support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080282) and the [Technical Library](https://library.zoom.com/admin-corner/third-party-integrations/integrating-zoom-with-microsoft-teams/integrating-the-zoom-platform-with-microsoft-teams#zoom-contact-center-integrates-with-microsoft-teams-for-calling-transfers-and-directory-access) for more information on Integrating Zoom Contact Center with Teams. Additionally, an [example of this integration](https://www.youtube.com/watch?v=ZyKOvClPiLs) is available on our YouTube channel.

#### Features

Zoom Contact Center and Microsoft Teams includes but is not limited to the following features:

* Directory visibility for Microsoft Teams users within the Zoom Workplace app.
* Real-time Microsoft Teams presence display within Zoom Contact Center.
* Search and discovery of Teams users from the Zoom Contact Center interface.
* Outbound calling from Zoom Contact Center agents to Microsoft Teams users.
* Inbound calling from Microsoft Teams users to Zoom Contact Center call queues.
* Warm and cold transfers to Microsoft Teams users.

#### Uses Cases

**Improve Operational Efficiency for Tiered Support Models**\
For tiered support structures, frontline agents can escalate issues to second- or third-level experts in Teams without leaving Zoom Contact Center. Presence-aware discovery and direct calling streamline escalation paths and reduce the operational overhead of coordinating between separate systems.

**Reduce Failed Transfers and Customer Hold Time**\
By exposing Microsoft Teams presence inside Zoom Contact Center, agents can see whether a Teams user is available before attempting an escalation. This avoids blind transfers, repeated handoffs, and unnecessary customer hold time, helping improve first-contact resolution and overall customer experience.

**Enable Real-Time Collaboration for Complex Customer Issues**\
During live customer engagements involving technical, billing, or compliance-related issues, agents can quickly conference in Teams users to resolve issues collaboratively. This helps enable faster resolution of complex cases without forcing internal experts into the contact center application.

### <mark style="color:blue;">Microsoft Dynamics 365 Integration for Zoom Phone, Zoom Contact Center, and Zoom Revenue Accelerator</mark>

**Primary surface:** Microsoft Dynamics 365

The Microsoft Dynamics 365 integration connects Zoom communication and engagement workflows directly to CRM records, allowing customer interactions, calling activity, and conversation outcomes to be captured where customer and revenue data already lives. By embedding Zoom interactions within Dynamics, organizations can associate calls, engagements, and insights with the appropriate accounts, contacts, leads, and opportunities, reducing reliance on manual data entry and informal side-channel communication.

At a foundational level, Microsoft Dynamics 365 provides identity, customer context, and record structure, while Zoom supplies the interaction layer—covering telephony, customer engagements, and conversation intelligence. This model helps ensure that communication activity is treated as first-class CRM data, rather than remaining disconnected from the systems used to manage customers, pipeline, and service outcomes.

From an architectural standpoint, the integration uses authenticated APIs to associate Zoom-generated activity with Dynamics entities in near real-time. When users place or receive calls, handle customer engagements, or generate conversation insights through Zoom, the integration identifies the relevant Dynamics records and surfaces CRM context through embedded controls or screen pops. Interaction metadata, notes, dispositions, and insights are then written back to Dynamics. Dynamics remains the system of record for customer and revenue data, while Zoom remains responsible for call handling, engagement workflows, recordings, and conversation intelligence.

#### Zoom Phone and Microsoft Dynamics 365

For Zoom Phone, the integration focuses on embedding telephony workflows directly into Microsoft Dynamics 365 records. Users can place and receive calls from within account, contact, lead, or opportunity views using an embedded softphone experience. Click-to-call actions, inbound call screen pops, and automatic call logging associate phone interactions with the correct CRM records, allowing calls, notes, and dispositions to be captured consistently as part of customer history.

Refer to [Zoom’s support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080228) and the [Microsoft Marketplace](https://marketplace.microsoft.com/en-in/product/dynamics-365/zoomvideocommunicationsinc1606804757469.zoom_for_dynamics_365?tab=Overview) for more information on connecting Zoom Phone to Microsoft Dynamics 365.

#### Zoom Contact Center and Microsoft Dynamics 365

For Zoom Contact Center, the integration extends Microsoft Dynamics 365 into agent and customer engagement workflows. Customer-facing interactions handled in Zoom Contact Center can be associated with Microsoft Dynamics 365 records, allowing agents to see relevant customer context and helping ensure that engagement outcomes are reflected in the CRM. This supports scenarios where Microsoft Dynamics 365 acts as the source of truth for customer data while Zoom Contact Center manages routing, live interactions, and agent workflows.

Refer to the [Microsoft Marketplace](https://marketplace.microsoft.com/en-nz/product/dynamics-365/zoomvideocommunicationsinc1606804757469.zccmsd365?tab=Overview) and [Zoom’s Support Center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058015) for more information on connecting Zoom Contact Center to Microsoft Dynamics 365.

#### Zoom Revenue Accelerator and Microsoft Dynamics 365

For Zoom Revenue Accelerator, the integration centers on connecting conversation intelligence and coaching workflows to the revenue system of record. Call recordings, conversation metadata, and insights generated by ZRA can be associated with opportunities and pipeline records in Microsoft Dynamics 365. This allows sales leaders and teams to review conversations, analyze deal progression, and conduct coaching activities directly in the context of CRM data, rather than treating conversations as separate artifacts.

Refer to Zoom’s Support Center for more information on [Configuring Zoom Revenue Accelerator with Microsoft Dynamics 365](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059005).

#### Features

Features available with Microsoft Dynamics 365 include but are not limited to:

* Embedded softphone within Microsoft Dynamics 365 records.
* Click-to-call from accounts, contacts, leads, and opportunities.
* Automatic call logging to Microsoft Dynamics 365 records.
* Call note and disposition capture within the CRM.
* Inbound call screen pops with associated CRM context.
* Association of calls with multiple CRM entities, including accounts, contacts, and opportunities.
* Access to call recordings from within Microsoft Dynamics 365, where enabled.
* Use of the Microsoft Dynamics 365 app in Zoom Chat to forward and retrieve records.

**Zoom Contact Center features within Microsoft Dynamics 365:**

* Association of customer engagements with Microsoft Dynamics 365 records.
* Visibility into customer context during contact center interactions.
* Capture of engagement outcomes within CRM entities.

**Zoom Revenue Accelerator (ZRA) features within Microsoft Dynamics 365:**

* Association of call recordings with opportunities and pipeline records.
* Conversation metadata and insights linked to CRM entities.
* Visibility into call activity as part of deal and pipeline history.
* Support for coaching and review workflows tied to CRM data.
* Alignment of conversation activity with sales stages and outcomes.

#### Use Cases

**Embed Communication and Engagement Directly into CRM Workflows**\
Sales, service, and support teams can place calls, handle customer engagements, and review conversations directly within Microsoft Dynamics 365 records, reducing context switching and helping ensure interaction data is captured automatically.

**Improve CRM Data Consistency Across Customer Interactions**\
By standardizing how calls, engagements, notes, and dispositions are logged, organizations can improve CRM data quality and reduce gaps caused by manual or inconsistent updates.

**Connect Conversations to Revenue and Coaching Processes**\
With ZRA, conversation data and insights are tied directly to opportunities and pipeline stages in Microsoft Dynamics 365, supporting deal review, coaching, and performance analysis without leaving the CRM.

### <mark style="color:blue;">Zoom Rooms and Teams Rooms Interoperability</mark>

**Primary Surface:** Zoom Rooms or Teams Rooms

Zoom Rooms and Microsoft Teams Rooms interoperability addresses a common challenge in enterprise meeting environments: room platforms are often standardized, while meeting platforms vary by audience. This interoperability allows Zoom Rooms to join Microsoft Teams meetings using a web-client–based join approach (and vice versa), enabling organizations to maintain Zoom Rooms as their standard conference room platform while still supporting Teams-hosted meetings from shared meeting spaces.

In this design, interoperability is implemented at the conference room level rather than the individual user level. A room running Zoom Rooms joins a Microsoft Teams meeting through a background web-client interface, allowing participants in the room to communicate with Teams users who join from their native Teams clients. Zoom users continue to join Zoom meetings through Zoom as usual, enabling cross-platform communication without requiring duplicate room systems or changes to personal client workflows.

From a technical perspective, interoperability between Zoom Rooms and Microsoft Teams is delivered as a room-based connection rather than a fully native meeting experience. Interoperability is established in the cloud, where Zoom and Microsoft Teams meetings are bridged through either a SIP-based interoperability platform or the Microsoft Teams web client, depending on configuration and meeting context.

Organizations can enable interoperability using one of two connection methods. When the Microsoft Teams web client is used, Zoom Rooms can join Microsoft Teams meetings hosted by users in supported Microsoft commercial and government tenants, subject to tenant policies and prerequisites. When SIP-based interoperability is used, meetings are joined through a Cloud Video Interop (CVI) service, which connects Zoom Rooms and Microsoft Teams at the SIP layer. This method requires the Teams meeting host to have an active Microsoft CVI subscription and supports scheduled meetings; ad-hoc calling support depends on the selected CVI provider.

Zoom Rooms can be configured to prioritize SIP-based interoperability when CVI information is available, with automatic fallback to the web client when it is not. Regardless of the connection method, Zoom Rooms participate in Teams meetings with core audio and video functionality and essential room controls, while certain advanced capabilities may differ from native Zoom Rooms or Microsoft Teams Rooms experiences. Successful deployments typically account for tenant join policies, CVI subscription availability, network allowlists, and clearly defined expectations for conference room interoperability scenarios.

Refer to Zoom’s support center for more information on [enabling interoperability between Zoom and Microsoft Teams](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067180).

#### Use Cases

**Standardize Conference Room Platforms While Supporting Multiple Meeting Services**\
Organizations can standardize on Zoom Rooms as their primary conference room platform while continuing to support Microsoft Teams meetings. This allows shared meeting spaces to participate in Teams-hosted meetings without requiring changes to the room platform strategy, helping to maintain consistency across conference rooms even when meeting platforms vary by audience.

**Enable Cross-Platform Meetings Without Additional Room Deployments**\
Zoom Rooms interoperability allows shared conference rooms to join Microsoft Teams meetings without deploying dedicated Microsoft Teams Rooms. Rooms connect to Teams meetings through an interoperability layer, enabling collaboration between Zoom and Teams participants while avoiding the cost and operational overhead of maintaining parallel room systems.

**Reduce Conference Room Platform Duplication Across Locations**\
By supporting interoperability between Zoom Rooms and Microsoft Teams meetings, organizations can reduce the need to deploy and manage multiple room platforms across offices and campuses. This simplifies room standardization, lowers hardware and support complexity, and enables a consistent meeting room experience regardless of the meeting host’s platform.

**Support Executive and Shared Meeting Spaces With Flexible Join Requirements**\
Executive and high-visibility meeting rooms often need to reliably join meetings hosted on different platforms. Zoom Rooms interoperability enables these spaces to participate in both Zoom and Microsoft Teams meetings without manual workarounds or last-minute room changes, supporting predictable and reliable meeting experiences for leadership and shared spaces.

### <mark style="color:blue;">Workvivo’s Microsoft Teams Integration</mark>

**Primary Surface:** Microsoft Teams

Workvivo’s Microsoft Teams integration embeds Workvivo’s employee engagement experience directly into the Teams client, bringing company news, social posts, community activity, and recognition workflows into the daily collaboration surface that many employees use every day. Once added from the Microsoft Marketplace, the Workvivo app surface appears as a tab or app entry point within Teams, allowing users to browse and interact with Workvivo content without leaving the Teams environment. This integration helps reduce context switching for employees by placing engagement and internal communications alongside channels, chats, meetings, and other collaboration hubs that are already part of their Teams workflow.

From a technical perspective, Workvivo's Microsoft Teams integration operates as a client-side extension that connects to the Workvivo platform using authenticated APIs. When the app is installed and authorized, it surfaces Workvivo activity feeds, likes, comments, announcements, and shout-outs in a Teams-native pane, while respecting the same access controls and identity model used by Workvivo’s underlying platform. By leveraging Teams as the interface surface and Workvivo as the engagement backend, this integration allows organizations to deliver internal communications and social engagement where users already spend significant time collaborating.

Refer to the Workvivo Website for more information on the [Workvivo integration](https://www.workvivo.com/microsoft/) and Microsoft Marketplace for information on [configuring the integration](https://marketplace.microsoft.com/en-us/product/office/wa200008208?tab=overview).

#### Features

* Access the Workvivo activity feed directly within Microsoft Teams.
* View company news, announcements, and organizational updates inside the Teams app.
* Like, comment on, and engage with Workvivo posts without leaving Teams.
* Browse and search Workvivo social activity from the Teams sidebar or tab.
* Receive and interact with Workvivo notifications within the Teams environment.
* Surface engagement content inline with Teams collaboration workflows.

#### Use Cases

**Centralize Employee Engagement Within Daily Collaboration Tools**\
Users can stay up to date with internal news, recognition, and social activity directly in Teams, reducing or eliminating the need to switch between a separate engagement platform and their collaboration workspace.

**Increase Visibility of Internal Communications**\
By bringing Workvivo content into Teams, organizational announcements and community posts gain visibility where employees are already active, helping drive engagement and awareness.

**Enable Social Interaction Without Leaving Teams**\
Employees can like, comment, and interact with Workvivo content in context, making social engagement part of everyday communication rather than a separate task.

**Support Hybrid Work and Distributed Teams**\
Teams users across locations and schedules can remain connected to company culture and engagement activity without needing to open a separate app, enhancing cohesion in hybrid and remote environments.

## **Productivity and Email**

### <mark style="color:blue;">Microsoft Email and Calendar within Zoom Workplace</mark>

**Primary Surface:** Zoom

Connecting Microsoft Exchange or Microsoft 365 (M365) emails and calendars to the Zoom Workplace Mail & Calendar client allows users to work from the Zoom Workplace app for a more consolidated workspace throughout the day. When configured, Microsoft email and calendar data are available directly within the Zoom Workplace app, bringing email, scheduling, meetings, chat, and collaboration into the same environment. As users move between meetings, review upcoming commitments, respond to messages, and follow up on work, they remain within a single interface, reducing unnecessary context switching. This approach helps maintain continuity across daily workflows while preserving Microsoft Exchange or Microsoft 365 as the underlying system of record for email and calendar services.

From a technical perspective, Zoom authenticates to Microsoft Outlook or Microsoft 365 using Microsoft identity authorization and accesses mailbox and calendar data through Microsoft Exchange or M365 APIs. Microsoft Exchange or M365 remains the system of record for email and calendar data, while Zoom Workplace functions as a client surface that reads, displays, and acts on that data. This design allows meeting coordination, messaging, and follow-up activities in Zoom Workplace to remain closely aligned with users’ Microsoft calendars and inboxes, without duplicating or migrating data.

Refer to the Technical Library for the [Zoom Mail and Calendar Client Explainer](https://library.zoom.com/zoom-workplace/zoom-mail-and-calendar/zoom-mail-and-calendar-client-explainer), and to Zoom’s Support Center for guidance on using the [Mail](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058573) and [Calendar](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060791) clients.

#### Use Cases

**Manage Email and Calendars from a Single Workspace**\
Users can read and manage Outlook email and calendar events directly within Zoom Workplace, reducing the need to switch between separate applications throughout the day.

**Reduce Scheduling Friction Across Collaboration Tools**\
By surfacing Outlook calendar data alongside Zoom meetings, chat, and phone features, users can schedule and coordinate meetings with full visibility into availability and existing commitments.

**Keep Follow-Up and Collaboration Close to the Inbox**\
Meeting-related messages, actions, and follow-up tasks can be handled near the email and calendar context where work is initiated, supporting more consistent and timely collaboration.

**Use Zoom AI to Read and Compose Outlook Email**\
Users can benefit from Zoom AI to analyze, summarize, and draft email messages that reside in Microsoft Exchange and M365 in the Zoom Workplace app. This allows users to process email, prepare responses, and compose messages without leaving Zoom Workplace.

**Join Microsoft Teams Meetings from Zoom Calendar**\
Microsoft Teams meetings that appear on a user’s Microsoft Exchange or 365 calendar are visible within the Zoom Calendar view. Users can join Teams meetings by clicking join links directly in Zoom Calendar, which cross-launches the Teams app—allowing them to manage and launch meetings from a single scheduling interface even when meetings are hosted on different platforms.

### <mark style="color:blue;">Zoom for Outlook Add-in</mark>

**Primary Surface:** Microsoft Outlook

The Zoom for Outlook add-in embeds Zoom meeting scheduling and management directly into Microsoft Outlook, allowing users to create, configure, and join Zoom meetings from within their Outlook calendar without switching applications. Once installed and authorized, the add-in appears in the Outlook ribbon or toolbar across Outlook on the web, desktop, and mobile clients, providing meeting controls alongside standard calendar functionality. This integration streamlines meeting workflows by automating the insertion of Zoom meeting details — such as meeting links, dial-in numbers, and access controls — into Outlook invites, while preserving Outlook as the system of record for scheduling.

At a technical level, the add-in relies on authenticated access to Zoom and Outlook calendar APIs. When a user schedules a meeting in Outlook and selects the Zoom option, the add-in requests Zoom meeting creation through the Zoom API and injects the resulting join information into the Outlook event. Users can customize meeting settings — such as audio/video defaults, waiting rooms, passcodes, and alternative hosts — within the Outlook interface before finalizing the invite.

Refer to the Technical Library for the [Zoom for Outlook Add-In Explainer](https://library.zoom.com/admin-corner/third-party-integrations/zoom-for-outlook-add-in-explainer) and the [Microsoft Marketplace](https://marketplace.microsoft.com/en-us/product/office/WA104381712?tab=Overview) to install the integration.

#### Features

Features of the Zoom for Outlook add-in include but are not limited to:

* One-click scheduling of Zoom meetings from a new or existing Outlook calendar event.
* Automatic insertion of Zoom meeting links, meeting IDs, passcodes, and dial-in information into Outlook invites.
* Support for recurring Zoom meetings using Outlook’s recurring event controls.
* Configuration of advanced Zoom meeting options (e.g., waiting room, participant audio/video settings) during scheduling.
* Assignment of alternative hosts directly within Outlook.
* Access to Zoom meeting templates from the Zoom web portal for consistent scheduling preferences.
* Join and manage Zoom meetings from Outlook calendar entries.
* Single sign-on support for secure authentication to Zoom via Outlook credentials.
* Compatibility with Outlook on the web, desktop, and mobile applications.
* Embedded links within calendar entries to Zoom AI Insights, including meeting summaries when available.
* Ability to attach a Zoom whiteboard to a calendar invite for pre-meeting or in-meeting collaboration.

#### Use Cases

**Streamline Meeting Scheduling Within Existing Workflows**\
Users can create Zoom meetings while composing Outlook calendar events, automatically inserting all meeting details into the invite without copying and pasting links or setup details.

**Reduce Context Switching Between Tools**\
By enabling Zoom scheduling and joining directly from Outlook, users spend less time switching between calendar and conferencing applications, reducing friction in daily workflows.

**Maintain Consistency and Control Over Meeting Options**\
Hosts can define meeting configurations — such as security settings and recurring patterns — at the time of scheduling within Outlook, so invites carry standardized Zoom settings.

**Support Hybrid and Remote Collaboration**\
Participants receive Zoom meeting details along with calendar invitations for clear scheduling and easy access regardless of device, location, or client.

**Simplify Adoption for End Users and Admins**\
Because the add-in integrates into familiar Outlook interfaces and can be deployed centrally via Microsoft Marketplace or admin configuration, organizations can streamline rollout and governance of Zoom meeting scheduling capabilities.

### <mark style="color:blue;">Zoom Scheduler with Outlook</mark>

**Primary Surface:** Microsoft Outlook

Zoom Scheduler with Outlook enables users to create bookable scheduling pages and appointment slots that integrate directly with their Microsoft Exchange or 365 calendar, reducing the back-and-forth of coordinating meeting times. Once Zoom Scheduler is connected to a Microsoft Exchange or 365 calendar, users can generate availability slots based on their free/busy status and share those slots with invitees, who can then select a preferred time that fits both parties’ schedules. This integration streamlines appointment scheduling across Zoom meetings and Microsoft calendars while keeping the calendar of record within Microsoft Exchange or 365.

Under the hood, Zoom Scheduler reads calendar availability from the connected Microsoft Exchange or 365 account using Microsoft APIs and maps it to Zoom’s scheduling surface. When a user publishes availability or a booking page, Zoom Scheduler helps ensure that available slots reflect real Outlook free/busy windows and that confirmed bookings are written back to the user’s Outlook calendar as events with Zoom meeting details. Users can manage multiple connected calendar accounts, define primary calendars, and customize how calendar events influence availability and conflict checks.

Refer to Zoom’s support center for more information on [getting started with Zoom Scheduler](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058092) and [connecting Zoom Scheduler to your email service](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060774).

#### Features

* Calendar-connected scheduling that generates bookable availability based on free/busy status.
* Support for multiple schedule types, including one-to-one, one-to-many, any host available (round robin), and all hosts available.
* Creation of recurring or one-time availability blocks.
* Publicly shareable booking links for individuals or teams.
* Automatic conflict checking against existing calendar events before confirming bookings.
* Single-use and expiring booking links for controlled scheduling.
* Automatic creation, rescheduling, and cancellation of bookings within Zoom Scheduler.
* Options to embed booking links or share them via URLs or QR codes.

#### Use Cases

**Simplify Appointment Coordination**\
Users can share their availability externally (for example, with clients or partners) and allow invitees to choose meeting times that fit both calendars, eliminating repetitive exchange of proposed times.

**Automate Outlook Calendar Updates**\
Once a time is booked through Zoom Scheduler, the appointment is created on the user’s Microsoft Exchange or 365 calendar with Zoom meeting details automatically included, reducing administrative effort and manual updates.

**Manage Multiple Calendar Contexts**\
Users who maintain more than one calendar can connect multiple Microsoft Exchange or 365 accounts to Zoom Scheduler, define a primary calendar for bookings, and tailor conflict checking to account for different event types (e.g., busy, out-of-office).

### <mark style="color:blue;">Zoom Workspace Reservation with Microsoft Outlook</mark>

**Primary Surface:** Microsoft Outlook

Zoom Workspace Reservation allows organizations to book desks, office workspaces, and meeting spaces through Zoom’s reservation system, and integrates closely with **Microsoft Outlook calendar services** so that reservations align with users’ existing Microsoft 365 scheduling tools. When calendar resources (such as desks and shared meeting spaces) are integrated with an Outlook or Office 365 calendar service, Workspace Reservation uses that calendar as the authoritative source of availability and reservation state. This means that a workspace blocked off in Outlook will be reflected in the reservation system, and conversely, reservations made through Zoom can appear on users’ Outlook calendars, keeping workspace bookings and calendar events synchronized.

From a technical perspective, Workspace Reservation integrates with Microsoft calendar services using calendar API connections (historically via Exchange Web Services and increasingly via Microsoft Graph APIs) so that Zoom can read and respect existing calendar availability for resources associated with desks and rooms. Administrators configure shared calendar resources within Microsoft 365 and register them with Workspace Reservation, enabling Zoom to keep workspace schedules aligned with Outlook availability.

In addition to a direct calendar connection , the Zoom for Outlook add-in surfaces Workspace Reservation capabilities within the Outlook application itself: users creating or editing calendar events in Outlook can reserve desks and workspace resources directly from the Zoom add-in dropdown, enabling a unified scheduling experience without switching between tools.

Refer to Zoom’s support center for more information on [scheduling spaces using the Zoom for Outlook add-in](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0078687).

#### Features

* Calendar resource integration for desks and shared spaces using Microsoft 365 calendars.
* Respect for Outlook free/busy status when calculating workspace availability.
* Synchronization of workspace bookings with Outlook calendar events (create, edit, cancel where supported).
* Booking workspace desks and meeting spaces directly from the Zoom for Outlook add-in UI.
* Ability to select workspace resources in Outlook alongside room and meeting options when scheduling events.
* Support for shared resources that have Microsoft 365 calendar attachments.
* Centralized management of calendar integrations for workspace resources within the Zoom web portal.
* Fallback calendar integration configuration options via administrator portal.

#### Use Cases

**Centralize Workspace and Calendar Scheduling**\
Users can see and reserve workspace desks and rooms in a way that is consistent with their Outlook calendar, reducing the risk of double bookings and helping ensure availability reflects actual scheduled commitments.

**Schedule Workspace Resources Without Leaving Outlook**\
Employees can reserve workspace desks and shared areas when creating or editing Outlook calendar events by selecting those resources from the Zoom for Outlook add-in, keeping scheduling workflows within familiar Microsoft tools.

**Align Office Resource Availability Across Systems**\
When a desk or room is reserved in Outlook (or Zoom Workspace Reservation), other users and systems that depend on Microsoft 365 calendars can view that reservation time, supporting better visibility into office resource usage and planning.

**Simplify Hybrid Work Logistics**\
Teams operating in hybrid work environments can coordinate desk and space reservations alongside meeting schedules in Outlook, helping reduce friction between remote and in-office coordination and giving clear visibility into where and when workspace resources are being used.

## **Content Management**

### <mark style="color:blue;">SharePoint and OneDrive in Zoom Workplace</mark>

**Primary Surface:** Zoom

The SharePoint and OneDrive integration in Zoom Workplace is primarily a user-level, personal integration that allows individual users to access and share their Microsoft 365 content directly within Zoom collaboration workflows. When connected, users can share files from their own OneDrive or from SharePoint locations they already have access to, directly in Zoom Chat or during meetings, without downloading and re-uploading files. Microsoft 365 remains the system of record for file storage and permissions, helping ensure existing access controls continue to apply.

This personal integration is centered on how individual users work with their files. When a user shares a document from OneDrive or SharePoint in Zoom, Zoom does not copy or store the file itself. Instead, Zoom references the document using Microsoft 365 APIs and presents it within the Zoom interface. File access is enforced by Microsoft 365 at the time of use, meaning permissions, version history, and governance continue to be managed entirely by Microsoft.

In addition to personal file sharing, Zoom also supports an optional, admin-configured model where specific Zoom Chat channels are backed by SharePoint storage. In these scenarios, files shared in supported channels are written directly to designated SharePoint locations instead of Zoom-managed cloud storage. This channel-backed configuration is distinct from the personal integration and is typically used in Microsoft-first environments to align shared content with Microsoft 365 retention, compliance, and access policies, while Zoom continues to serve as the collaboration interface where files are referenced and discussed.

From a technical perspective, the integration relies on user-level authorization to Microsoft 365 and uses Microsoft Graph APIs to discover, reference, and interact with files stored in OneDrive and SharePoint. Zoom acts as a client surface that requests access to files the user already has permission to use, rather than acting as a storage or policy enforcement layer. This helps ensure that file visibility and access within Zoom directly reflect the user’s Microsoft 365 entitlements.

Refer to Zoom’s support center for more information on [Using the Microsoft OneDrive and SharePoint app](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057882).

#### Use Cases

**Share Microsoft 365 Content Directly in Zoom Collaboration**\
Teams can share and reference OneDrive and SharePoint documents in Zoom Chat while preserving Microsoft-managed permissions and access controls.

**Reduce Content Duplication Across Collaboration Tools**\
By keeping documents stored in Microsoft 365, organizations avoid repeated downloads and re-uploads across systems, helping maintain a single authoritative version of shared content.

**Create and Collaborate on Microsoft 365 Documents Directly from Zoom**\
Teams can create Microsoft 365 documents from within Zoom Chat or during Zoom Meetings and collaborate on them in real time without leaving the Zoom experience. Documents are stored in OneDrive or SharePoint and can be co-authored and co-edited by multiple participants while a meeting is in progress, allowing teams to capture notes, draft content, and refine documents collaboratively while Microsoft 365 continues to manage storage, permissions, and version history.

### <mark style="color:blue;">SharePoint and OneDrive with ZoomMate</mark>

**Primary Surface:** Zoom

SharePoint and OneDrive integration with ZoomMate enables Microsoft 365 content to be used as an account-level knowledge source for AI-assisted workflows within Zoom. When configured, documents stored in SharePoint and OneDrive can be referenced by ZoomMate, allowing users with the appropriate license to work with Microsoft 365 content directly as part of AI-driven interactions.

In this model, Microsoft 365 remains the system of record for documents, permissions, and governance, while ZoomMate provides an additional interaction layer on top of that content. Rather than focusing on file sharing or manual document access, the integration allows ZoomMate to surface, analyze, and summarize approved Microsoft 365 documents in context—supporting tasks such as search, review, and follow-up across meetings, chat, and related workflows within Zoom.

Refer to the [Technical Library](https://library.zoom.com/zoom-workplace/artificial-intelligence/artificial-intelligence-bluepaper/custom-ai-companion-explainer/features-and-architecture#knowledge-bases) and [Zoom’s support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080219) for more information on this integration.

#### Features

Features available with the ZoomMate integration include but are not limited to:

* Access SharePoint and OneDrive content as ZoomMate data sources.
* Search Microsoft 365 documents using natural language queries within Zoom.
* Summarize documents stored in SharePoint and OneDrive using ZoomMate.
* Reference Microsoft 365 content during meetings, chat, and follow-up workflows.
* Enforce Microsoft 365 permissions and access controls at query time.
* Configure content availability at the Zoom account level.
* Limit AI access to approved repositories and knowledge sources.

#### Use Cases

**Surface Enterprise Knowledge During Collaboration**\
Users can ask ZoomMate questions that reference approved SharePoint and OneDrive documents while working in meetings, chat, or follow-up tasks, reducing the need to manually search across systems.

**Accelerate Review and Understanding of Documents**\
ZoomMate can summarize long or complex documents stored in Microsoft 365, helping users quickly understand key points without leaving Zoom.

**Support Organization-Specific AI Workflows**\
With ZoomMate, organizations can tailor how AI interacts with Microsoft 365 content, aligning AI behavior with internal processes, terminology, and approved knowledge sources.

**Maintain Governance While Expanding AI Capabilities**\
By keeping Microsoft 365 as the system of record and enforcing permissions dynamically, organizations can enable AI-assisted workflows without relaxing existing security or compliance controls.

## **Security**

### <mark style="color:blue;">Single Sign-On with Microsoft Entra ID</mark>

**Primary Surface:** Zoom

Single Sign-On (SSO) with Microsoft Entra ID allows users to authenticate to Zoom using their Microsoft-managed identity. In this model, Entra ID acts as the identity provider while Zoom functions as the service provider, enabling organizations to apply centralized authentication controls and consistent sign-in policies across Zoom and Microsoft 365. Users sign in with the same credentials they use for other Microsoft services, reducing the need for separate identity management within Zoom.

SSO is commonly paired with SCIM-based provisioning to automate user lifecycle management. With SCIM, user accounts can be created, updated, or deactivated in Zoom based on changes in Entra ID, without relying on user-initiated logins. This allows identity and access governance for Zoom to follow the same policies, timelines, and controls used for the rest of the Microsoft ecosystem, helping ensure access is granted and revoked predictably and at scale.

For more information on configuring Single Sign-On with Zoom, refer to the [Single-Sign On Field Guide](https://library.zoom.com/admin-corner/account-and-endpoint-management/sso-field-guide).

#### Use Cases

**Centralize Identity and Access Management Across Platforms**\
Organizations that use Microsoft Entra ID as their authoritative identity platform can extend the same authentication and access policies to Zoom. This creates a unified identity model across collaboration tools, simplifying security management and reducing the need for separate credential stores.

**Automate User Provisioning and Deprovisioning**\
By combining Entra ID SSO with SCIM provisioning, organizations can automate Zoom user lifecycle events as part of standard identity workflows. Users gain access when they are added to Entra ID and lose access promptly when they leave or change roles, reducing manual administrative effort and limiting the risk of orphaned accounts.

**Improve Security Posture Without Adding User Friction**\
SSO reduces password sprawl and minimizes the need for users to manage additional credentials, while still allowing organizations to enforce strong authentication policies such as conditional access and multi-factor authentication through Entra ID. This improves security and auditability without introducing additional login steps for end users.

**Feature Management**\
Organizations can use SAML response mappings or SCIM attribute configurations in Microsoft Entra ID to control which Zoom products and features users can access based on identity attributes such as role, department, or group membership. As users authenticate or are provisioned into Zoom, these mappings can automatically assign or remove access to specific Zoom services—such as Meetings, Phone, or Contact Center—without manual intervention. This allows feature access to follow identity policy changes in Entra ID, helping ensure users receive the appropriate Zoom capabilities as their roles change and that access is adjusted consistently and predictably across the organization.

### <mark style="color:blue;">Microsoft Purview Compliance Manager for Zoom</mark>

**Primary Surface:** Microsoft Compliance Manager

The Zoom connector for Microsoft Purview Compliance Manager allows organizations to include Zoom as an assessed service within Microsoft’s compliance and risk management framework. Rather than changing how Zoom is used day to day, this integration enables compliance teams to evaluate Zoom’s configuration and operational posture alongside Microsoft services and other third-party platforms from a single compliance dashboard.

In this model, Microsoft Purview Compliance Manager acts as the central assessment and reporting layer, while Zoom remains the collaboration platform being evaluated. By connecting Zoom to Compliance Manager, organizations can track how Zoom aligns with regulatory requirements, internal controls, and compliance standards without relying solely on manual evidence collection or separate audit processes.

From a technical perspective, the integration uses a server-to-server OAuth connection between Microsoft Purview and Zoom. Once configured, Compliance Manager can retrieve relevant Zoom configuration and signal data through Zoom APIs and map that information to compliance assessments. This allows Zoom to be treated as an in-scope service for ongoing compliance monitoring, risk scoring, and remediation tracking within Purview.

Refer to Microsoft’s website for more information on [Compliance Manager for Zoom](https://learn.microsoft.com/en-us/purview/compliance-manager-connectors-zoom).

#### Features

* Include Zoom as a supported service in Microsoft Purview Compliance Manager.
* Automated retrieval of Zoom configuration and compliance signals via server-to-server OAuth.
* Mapping of Zoom data to compliance controls and regulatory assessments.\
  Centralized visibility of Zoom compliance posture alongside Microsoft and third-party services.
* Ongoing compliance score updates based on Zoom configuration and control status.
* Reduction of manual evidence gathering for Zoom-related audits and assessments.

#### Use Cases

**Centralize Compliance Oversight Across Collaboration Platforms**\
Compliance teams can assess Zoom using the same tools and workflows they already use for Microsoft 365 and other integrated services, reducing fragmentation in compliance reporting.

**Support Audit and Regulatory Readiness**\
By incorporating Zoom into Compliance Manager assessments, organizations can more easily demonstrate control coverage and compliance status during audits without assembling separate Zoom-specific reports.

**Track and Manage Compliance Risk Over Time**\
Compliance Manager can surface gaps or recommended actions related to Zoom configurations, helping organizations prioritize remediation and monitor progress as requirements or environments change.

**Reduce Manual Compliance Effort**\
Automated signal collection from Zoom minimizes the need for manual checks and spreadsheets, allowing compliance teams to focus on remediation and governance rather than data collection.

### <mark style="color:blue;">Microsoft Authenticator for Multi-Factor Authentication</mark>

**Primary Surface:** Microsoft Authenticator

Zoom supports multi-factor authentication using the Microsoft Authenticator app independently of Microsoft Entra ID and single sign-on (SSO). In this configuration, MFA is enforced directly at Zoom sign-in and requires users to complete an additional verification step—such as entering a time-based code generated by the Microsoft Authenticator app on their mobile device—every time they authenticate to Zoom.

This approach is commonly used by organizations that do not leverage SSO, but still want to strengthen account security beyond username and password authentication. MFA is configured at the Zoom account level and applies consistently across Zoom clients, helping ensure that all users are required to verify their identity using the Authenticator app whenever they sign in.

**Note**: Multi-factor authentication can be used with single sign-on if configured within your identity provider. However, the feature described within this section is intended for multi-factor authentication **without** single sign-on.

Refer to Zoom’s support center for more information on [enabling multi-factor authentication](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066054).

#### Use Cases

**Enforce MFA Without Implementing SSO**\
Organizations that are not ready to deploy Entra ID–based SSO can still require strong, app-based multi-factor authentication for Zoom. This provides an immediate security improvement without changing existing identity or authentication architectures.

**Standardize on Microsoft Authenticator Across Applications**\
Teams that already use Microsoft Authenticator for other services can extend its use to Zoom, giving users a familiar verification method while avoiding additional MFA apps or tokens.

**Improve Account Security for Distributed or External Users**\
For environments with contractors, external collaborators, or distributed teams, enforcing MFA directly within Zoom helps ensure consistent protection regardless of where or how users authenticate.

**Meet Baseline Security and Compliance Requirements**\
Always-on MFA helps satisfy common security expectations for protecting user accounts, particularly in environments where centralized identity governance is not in place but stronger authentication controls are required.

### <mark style="color:blue;">Zoom for Intune</mark>

**Primary Surface:** Zoom Workplace app for iOS and Android

Zoom for Intune enables Zoom to operate within Microsoft Intune–managed mobile environments, allowing organizations to apply mobile application management (MAM) and mobile device management (MDM) controls to Zoom on iOS and Android devices. This integration allows Zoom to participate in the same mobile governance framework used for Microsoft 365 applications, helping ensure that corporate collaboration data remains protected on mobile endpoints.

In this model, users authenticate using Microsoft-managed identity flows, and Intune enforces application and device-level policies on Zoom. These policies can restrict actions such as copying or saving data outside managed applications, transferring content to unmanaged apps, or accessing Zoom from non-compliant devices. Rather than introducing new Zoom-specific controls, this approach allows Zoom to behave as a governed enterprise application within an Intune-managed endpoint strategy.

Refer to Zoom’s support center for more information on configuring Zoom for Intune on [iOS](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064102\&ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1770409067895&_ics=1770412802461\&irclickid=~485VKHJGCJIDEHBFHIyFwmnj-~bc65WSLOIGHxynlc64ZVNGEAxn&_gl=1*5it33y*_gcl_au*MjA2OTE5MzAyMi4xNzcwMTYyNjA1*_ga*MTA3NTUwMDgwNS4xNzYyMjEwNTAw*_ga_L8TBF28DDX*czE3NzA0MTI4MDIkbzEzMSRnMCR0MTc3MDQxMjgwMiRqNjAkbDAkaDA.) and [Android](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064790\&ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1770409067895&_ics=1770412802461\&irclickid=~485VKHJGCJIDEHBFHIyFwmnj-~bc65WSLOIGHxynlc64ZVNGEAxn&_gl=1*5it33y*_gcl_au*MjA2OTE5MzAyMi4xNzcwMTYyNjA1*_ga*MTA3NTUwMDgwNS4xNzYyMjEwNTAw*_ga_L8TBF28DDX*czE3NzA0MTI4MDIkbzEzMSRnMCR0MTc3MDQxMjgwMiRqNjAkbDAkaDA.). Also refer to the [Zoom for Intune Field Guide](https://library.zoom.com/admin-corner/account-and-endpoint-management/zoom-for-intune-field-guide) for end-to-end deployment guidance.

#### Features

A list of key features available with the Zoom for Intune app include but are not limited to:

* Prevent copy and paste from Zoom to unmanaged applications.
* Restrict data transfer between Zoom and unmanaged apps.
* Block saving Zoom content to unmanaged storage locations.
* Control file open-in and save-as destinations from Zoom.
* Apply Mobile Application Management (MAM) policies without device enrollment.
* Apply Mobile Device Management (MDM) policies on managed devices.
* Require Intune app protection policies for Zoom sign-in.
* Isolate Zoom application data within an Intune-managed container.
* Wipe Zoom application data without affecting personal data.
* Manage Zoom mobile policies centrally through Microsoft Intune.

#### Use Cases

**Secure Zoom Usage on BYOD and Mobile Devices**\
Organizations can allow Zoom to be used on personal or mixed-use devices while applying Intune app protection policies to safeguard corporate data. This enables mobile collaboration without requiring full device enrollment.

**Enforce Device and App Compliance Before Access**\
Intune policies can be used to require device compliance or specific security conditions before users are allowed to access Zoom, helping organizations enforce mobile security standards consistently.

**Reduce Data Leakage Across Mobile Workflows**\
By applying the same Intune controls used for Microsoft apps to Zoom, organizations can limit data sharing between managed and unmanaged applications, reducing the risk of accidental or unauthorized data exposure on mobile devices.


# Zoom AI Whitepaper

The Zoom AI Whitepaper for Zoom Workplace, Webinars, and Events

Welcome to Zoom's Artificial Intelligence Whitepaper documentation for Zoom Workplace, Webinars, and Events.

### How to Use this Document

These pages explain how Zoom uses artificial intelligence across its products and services for Zoom Workplace, Webinars, and Events. Other Zoom products are not currently included across these pages. Some sections describe shared AI capabilities that support many features across the platform, while other sections explain specific features one by one. Because Zoom’s AI capabilities are broad and often work in different ways depending on the product, this document is organized into sections that move from general platform concepts to more specific features and data flows.

### Disclaimer

This document is provided for informational purposes only. It describes and illustrates AI features and capabilities across the Zoom platform, but it does not guarantee that any feature, capability, integration, or service described here is currently available based on account or deployment environment.

Access to and use of these features may depend on factors such as subscription plan, license assignment, administrator settings, regional availability, product configuration, technical compatibility, credit availability, usage limits, and other commercial or operational requirements.

Last updated: June 23rd, 2026

{% content-ref url="/pages/ccJZGWshwGl5W2iawBmN" %}
[Introduction: AI at Zoom](/ai-whitepaper/introduction-ai-at-zoom)
{% endcontent-ref %}

{% content-ref url="/pages/nfwptY90SC3RkQf5GMvU" %}
[Models, Processing, Storage, and Usage](/ai-whitepaper/models-processing-storage-and-usage)
{% endcontent-ref %}

{% content-ref url="/pages/OcAnZEz2A939uctFHclG" %}
[Zoom AI Features](/ai-whitepaper/zoom-ai-features)
{% endcontent-ref %}

{% content-ref url="/pages/pjXLF8zPHeyF9pXhkPo5" %}
[My Notes](/ai-whitepaper/my-notes)
{% endcontent-ref %}

{% content-ref url="/pages/HpcmmUjaZoYTq2kOfadl" %}
[ZoomMate](/ai-whitepaper/zoommate)
{% endcontent-ref %}

{% content-ref url="/pages/woDTHqjNYuwqZOYBOPrZ" %}
[AI Productivity Suite](/ai-whitepaper/ai-productivity-suite)
{% endcontent-ref %}

{% content-ref url="/pages/t7VIDHxkOkomFgrcHReu" %}
[Diagrams and Data Flows](/ai-whitepaper/diagrams)
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{% content-ref url="/pages/u35SbLPJyMhURYfJmEte" %}
[Feature Availability Table](/ai-whitepaper/feature-availability)
{% endcontent-ref %}

{% content-ref url="/pages/xZltS1g6KFFvI4bLmDF1" %}
[APIs](/ai-whitepaper/apis)
{% endcontent-ref %}

{% content-ref url="/pages/8P5ghDH4nbe3bEAEOrcS" %}
[Administrative Controls](/ai-whitepaper/administrative-controls)
{% endcontent-ref %}

{% content-ref url="/pages/v4O85zZi0JV53JXctQim" %}
[Zoom's Commitment to Responsible AI](/ai-whitepaper/zooms-commitment-to-responsible-ai)
{% endcontent-ref %}

{% content-ref url="/pages/pWjbnkgEWElN7yI4VKFy" %}
[Data Governance and Privacy](/ai-whitepaper/data-governance-and-privacy)
{% endcontent-ref %}

{% content-ref url="/pages/Dge7YkzuG937s0kv3hZS" %}
[Security Framework](/ai-whitepaper/security-framework)
{% endcontent-ref %}

{% content-ref url="/pages/ZqrYSBKr8P6iNwW2waxV" %}
[User Transparency and Notice](/ai-whitepaper/user-transparency-and-notice)
{% endcontent-ref %}

*Authored by Jakob Ganschow*


# Introduction: AI at Zoom

An Introduction to the Zoom AI Whitepaper for Zoom Workplace, Webinars, and Events

Artificial Intelligence is rapidly evolving and becoming an integral part of everyday life, powering everything from large and small language models to specialized algorithmic functions. While generative AI enables seamless interaction between humans and machines for content creation, problem-solving, and decision-making, AI also exists in more specialized applications. Automation tools streamline workflows, while services like captioning and translation break down communication barriers, making collaboration more efficient and accessible. As AI continues to advance, its applications are transforming industries by enhancing efficiency, accuracy, and innovation, fundamentally reshaping the way businesses operate.

Given AI’s expanding role in the modern workplace, this document explains how AI is used across the Zoom platform. It describes Zoom’s shared AI foundation, the product-specific AI features built into different Zoom products, and ZoomMate as the broader AI work surface that helps users move from conversation to completion. Together, these sections are intended to help readers understand how Zoom uses AI across communication, collaboration, productivity, and follow-through.

## **Zoom AI**

Zoom AI is the shared artificial intelligence layer that powers AI-enabled experiences across the Zoom platform. It includes the broader set of AI technologies, models, and supporting systems Zoom uses to deliver intelligent features across its products. In practical terms, Zoom AI is the foundation that allows Zoom to provide AI-assisted experiences across communication, collaboration, productivity, and follow-through, rather than limiting AI to a single standalone feature or application.

This shared AI layer supports ZoomMate as well as a wide range of product-specific capabilities, including features such as real-time translation, transcription, in-meeting questions, personal audio isolation, chat compose, and other AI-assisted experiences. It includes Zoom’s multi-model and multi-deployment approach to AI, including its federated architecture, Zoom-Hosted Models Plus (ZM+), Zoom-Hosted Models Only (ZMO), and on-premises AI offerings. Together, these approaches form the technical foundation for AI across the Zoom platform.

## **AI Features**

#### <mark style="color:blue;">AI Features: Embedded AI capabilities that provide focused assistance across Zoom products</mark>

Zoom AI features are product-specific capabilities that use artificial intelligence within particular Zoom products and workflows, and are usually embedded directly into the product experience where the task occurs. They are designed to help with specific activities such as summarizing a meeting, drafting a chat message, suggesting an email reply, answering a question during a live meeting, or generating a post-call recap.

These features can work on their own within the product where they appear, but they can also produce outputs that support broader ZoomMate experiences. For example, a Meeting Summary created after a Zoom Meeting may later become useful context for ZoomMate, while a feature such as Chat Compose or Meeting Questions is mainly designed to help in that immediate product experience. In this way, Zoom AI features are the distributed, product-level layer of AI across Zoom.

Examples include features across Meetings, Chat, Whiteboard, Events, Mail, Calendar, and Phone, such as meeting summaries, in-meeting questions, transcription, My Notes, chat compose, chat summarization, channel summaries, translation, email drafting and replies, scheduling assistance, call summaries, voicemail features, and task extraction.

## **ZoomMate**

#### <mark style="color:blue;">ZoomMate: Your intelligent Workplace teammate helping you accomplish more from conversation to completion</mark>

ZoomMate is an intelligent, conversational digital teammate at the core of the Zoom Workplace platform, designed to enhance productivity, streamline collaboration, and reduce employee workload.

Every day, AI tools are increasingly integrated into the modern workforce and are no longer limited to performing specific tasks — like automating data entry, drafting emails, generating reports, or performing basic algorithmic functions. Rather, emerging AI tools represent a transformative shift, fundamentally changing the way we work. ZoomMate exemplifies this, going beyond simple task automation by acting as a dedicated teammate that helps users accomplish more from conversation to completion.

For example, consider a sales leader preparing for a high-stakes customer meeting. The work may begin with a recent Zoom Meeting in which the team discusses the customer’s priorities, competitive risks, and open technical questions. From that conversation, Zoom’s AI features can generate a meeting summary, identify action items, and surface the follow-up responsibilities assigned to different team members. A user can then turn to ZoomMate to continue the work from there rather than starting over in a separate tool.

Using context from across Zoom Workplace and connected systems, ZoomMate can gather the meeting summary, review related chat discussions, reference supporting materials in Zoom Canvas, pull account context from a connected CRM, and incorporate additional research from approved internal or external sources. From that combined context, ZoomMate can help produce a customer briefing, draft a proposal outline, create follow-up tasks, and generate a structured strategy document. If the user needs to present that work, ZoomMate can also help turn the same underlying context into presentation materials using Zoom Slides.

What makes ZoomMate different from a conventional, generative AI assistant is that the work does not stop at summarization or drafting. ZoomMate can help carry context forward across the full process, from the original conversation, to the decisions that were made, to the documents and actions that follow. In that sense, ZoomMate functions less like a single-purpose tool and more like a workplace teammate that helps users connect information, coordinate follow-through, and turn work in progress into finished outcomes.

## **Interface Protocols**

Before moving into more detailed features and data flows, it is helpful to understand some of the underlying protocols that help power Zoom’s AI capabilities. This section explains Model Context Protocol (MCP), one of the leading interoperability standards that help AI connect to tools, data, workflows, and other agents.

### Model Context Protocol

#### <mark style="color:blue;">Model Context Protocol (MCP): A Standard for Connecting AI to Tools to Accomplish More</mark>

As part of its AI architecture, Zoom uses the Model Context Protocol (MCP)—an open standard that enables secure connections between models, tools, data sources, and workflows. MCP plays a key role in advancing agentic AI by replacing the need for one-off integrations that each company must build and maintain separately. Instead, it provides a shared, structured framework that exposes capabilities to AI models in a consistent way. This foundation allows AI systems to act more like intelligent agents—by not only answering questions, but also taking action directly within the systems users rely on.

Refer to Zoom’s Developer Docs for more information on [MCP at Zoom](https://developers.zoom.us/docs/mcp/).

#### <mark style="color:blue;">How MCP Works in Practice — Like ordering off a menu</mark>

At its core, MCP is built on a client–server model. Think of the AI environment (like ChatGPT or Claude) like a client that wants to get work done, and external systems (like Jira, Confluence, or a database) as servers that publish what they can do. Each server provides a clear list of functions—like “search knowledge base” or “create task.” The AI client then decides, in the middle of a conversation, when and how to use those functions.

In other words, connecting AI with an MCP server is just like ordering at a restaurant. You (the AI) walk into a restaurant, receive a menu (a list of services or functions available via the MCP server), and you (the AI) tell it what you want, and it responds. There is no guesswork of what is or isn’t available—everything is provided in the menu up front.

The following sections provide additional details for how MCP works:

#### <mark style="color:blue;">Step 1: Expose Capabilities Through Servers</mark>

Any system can run an MCP server. That server acts as the “menu,” publishing a structured description of the actions it supports. For example, Jira might publish functions like “search issues” or “update ticket.” Because these functions follow MCP’s shared format, the AI can understand them immediately without custom engineering.

#### <mark style="color:blue;">Step 2: AI Acts as a Client</mark>

On the other side, the AI environment plays the role of the client. It reads the menu of available functions, remembers them, and decides which to call when responding to a user. This means the AI doesn’t need to be programmed ahead of time with thousands of possible integrations—it simply learns what’s available when the connection is made.

#### <mark style="color:blue;">Step 3: Securely Pass Context</mark>

MCP also defines how context and permissions are passed along. This helps ensure that when the AI uses a function, it does so only within the boundaries of what the user is allowed to access. For example, if a user has permission to see only their team’s Jira tickets, MCP makes sure the AI respects that scope. This security layer is what makes MCP practical for enterprise use, where sensitive data and access controls are non-negotiable.

#### <mark style="color:blue;">Why MCP Matters</mark>

By standardizing how AI connects to external systems, MCP removes the friction of custom integrations and ensures safety and consistency. Users benefit because the AI can not only answer questions but also take informed actions across a variety of tools in a way that feels seamless and secure.


# Models, Processing, Storage, and Usage

An overview of Zoom's AI model providers, service approaches, and data handling

Zoom's artificial intelligence architecture provides organizations with three distinct deployment models, each engineered to balance AI capability requirements with specific organizational security, compliance, and operational preferences. Understanding these deployment models enables administrators and decision-makers to select the optimal AI implementation that aligns with their business goals.

The following diagram provides an overview of Zoom's AI Deployment Service Models, detailed in the sections below. Diagrams across the AI Whitepaper default to the federated approach, but you can mentally substitute the relevant dataflows with your selected deployment model. For instance, customers interested in ZMO (Zoom-Hosted Models Only) can disregard the outbound Third-Party Model connections.

<div data-with-frame="true"><figure><img src="/files/k4WRVNluNPbCHcFm1b50" alt=""><figcaption><p>An overview of Zoom's AI Service Models: Federated, ZM+, and ZMO</p></figcaption></figure></div>

## Zoom's Federated Approach

The Federated Approach: Maximum Flexibility Through Multiple AI Model Providers\
The Federated Approach represents Zoom's most flexible AI deployment, designed to deliver maximum functionality by integrating multiple leading AI model providers. This deployment approach utilizes communication pathways between Zoom's platform and multiple best-in-class AI model providers, creating an intelligent routing system that dynamically selects the optimal AI model for each specific task requirement.

<div data-with-frame="true"><figure><img src="/files/DEYUZ6zoUuYoWRxV8cYV" alt="" width="375"><figcaption><p>Diagram illustrating Zoom's federated approach</p></figcaption></figure></div>

### **AI Models**

Zoom’s federated approach to AI utilizes multiple AI models and AI services to provide generative AI-powered features. Below is a summary of the models used by Zoom to provide high-quality results in response to users’ interactions with Zoom’s product.

* Zoom-hosted models
* Anthropic models (e.g., Claude 4.1 or later)
* OpenAI models (e.g., GPT-5.1 or later, DALL-E)

Zoom also uses other model providers for particular generative features, including:

* Zoom uses Perplexity to provide certain web content search results.
* Zoom uses ElevenLabs to generate audio for the Zoom Clips AI Avatars feature.
* Zoom uses Google Gemini to provide the Whiteboard Image Generation, ZoomMate Create Image and Zoom Slides features.
* Zoom uses AWS (Amazon Rekognition) to provide moderation services on the generated images for the Virtual Background Generation feature.

Changes to the models used in federation can occur at any time to improve the service or resolve issues and outages. In addition, maintenance of the models hosted by Zoom may include changes to their capabilities and responses.

This deployment approach provides organizations with:<br>

* **Broadest Feature Support**: Access to the widest range of available Zoom AI-powered features without functional limitations.
* **Intelligent Workload Distribution**: Automatic routing of AI requests to the most suitable provider based on task characteristics and performance optimization.
* **Maximum Flexibility**: Ability to leverage specialized AI capabilities from multiple providers within a unified Zoom interface
* **Scalability Optimization**: Dynamic load balancing across multiple AI services designed to provide consistent performance during peak usage periods

#### <mark style="color:blue;">**Federated Implementation Considerations**</mark>

Organizations using the Federated Approach should evaluate data routing implications, as AI processing may occur across multiple third-party environments. This model is optimal for enterprises prioritizing maximum AI functionality and feature availability while maintaining standard enterprise security protocols.

## Additional Deployment Options

In addition to the Federated Approach, customers using AI in Zoom Workplace have two additional deployment options available that offer different approaches to data processing and third-party models. Customers can reach out to Zoom support to understand their default deployment and to select their preferred alternate deployment option based upon account and feature availability.

### Zoom-Hosted Models Plus (ZM+)

#### <mark style="color:blue;">Third-Party Model Access Through Amazon Bedrock Dedicated Instance Architecture</mark>

The Zoom-Hosted Models Plus (ZM+) deployment represents a balanced approach that combines extensive AI capabilities without third-party AI model provider processing. Through Amazon Bedrock’s managed AI service infrastructure, Zoom provides access to dedicated instances of third-party models through Zoom’s existing cloud services provider Amazon Web Service (AWS). This approach enhances data control for organizations while preserving access to diverse AI capabilities. (Currently available in the US, EU, AU.)

<div data-with-frame="true"><figure><img src="/files/MFvAVMbSzJTmT08bohDa" alt="" width="375"><figcaption><p>Diagram illustrating Zoom's ZM+ approach</p></figcaption></figure></div>

#### <mark style="color:blue;">**ZM+ Technical Architecture and Service Delivery Approach**</mark>

Through the Amazon Bedrock integration, Zoom maintains dedicated, isolated instances of select AI models, creating a hybrid approach that delivers:<br>

* **Zoom-Managed Model Instances**: Data is processed on Zoom-managed instances where information is not sent to third-party AI model providers.
* **Multi-Model Support**: Access to third-party AI models, though with potentially different model versions or configurations compared to direct federated access.
* **Data Control**: Processing occurs within Amazon's enterprise infrastructure, and is controlled by Zoom.

While ZM+ provides substantial AI capabilities, organizations should anticipate that some features available in the Federated Approach may have limited availability or modified functionality with ZM+.

#### <mark style="color:blue;">**ZM+ Implementation Considerations**</mark>

This deployment approach serves enterprises requiring enhanced data control while maintaining multi-model optimization and access to advanced AI capabilities.&#x20;

### Zoom-Hosted Models Only: Models Through Proprietary AI Infrastructure

The Zoom-Hosted Models Only deployment represents the most restrictive AI implementation option, exclusively utilizing models hosted within Zoom's dedicated infrastructure.

<div data-with-frame="true"><figure><img src="/files/lbsRDQiCh5YjbXWOVXGc" alt="" width="188"><figcaption><p>Diagram illustrating Zoom's <br>Zoom-Hosted Models Only approach</p></figcaption></figure></div>

#### <mark style="color:blue;">**ZMO Technical Infrastructure and Service Limitations**</mark>

This deployment approach operates through:

* **Zoom-Hosted Models Utilization**: AI feature processing conducted through Zoom's hosted models.
* **Dedicated Infrastructure**: Model processing occurs within Zoom's controlled environment.
* **Simplified Data Flow**: Eliminates external AI model provider data routing, creating the most straightforward architecture.

Organizations selecting this deployment model should anticipate:

* **Limited Feature Set**: This model may result in a reduction of available AI features compared to Federated and ZM+ approaches.
* **Reduced Capability Scope**: AI functionality limited to capabilities supported by Zoom hosted models.
* **Performance Variations**: Response quality and task handling may differ significantly from multi-model approaches, particularly for specialized use cases.

#### <mark style="color:blue;">**ZMO Implementation Considerations**</mark>

The Zoom-Hosted Models Only (ZMO) deployment serves organizations with stringent data control requirements, regulatory compliance obligations, or security policies that prohibit third-party AI model provider utilization. While providing the least flexible AI experience when compared to other deployment models, this approach offers simplified compliance documentation while maintaining the benefits of modern AI.

## Generative AI Approaches Overview

The following tables summarize the differences between Zoom’s three generative AI service models.

| Deployment Model                  | Architecture & AI Access                                          | Feature Scope                                          | Ideal Use Cases                                                                     |
| --------------------------------- | ----------------------------------------------------------------- | ------------------------------------------------------ | ----------------------------------------------------------------------------------- |
| **Federated Approach**            | Direct connections to multiple AI model providers                 | Broadest feature access without functional limitations | Organizations prioritizing maximum AI functionality and feature availability        |
| **Zoom-Hosted Models+ (ZM+)**     | Amazon Bedrock dedicated instances and Zoom’s self-hosted models  | Potential feature limitations                          | Privacy-conscious enterprises requiring advanced AI with additional data governance |
| **Zoom-Hosted Models Only (ZMO)** | Zoom's self-hosted models, with no third-party AI model providers | Potential feature limitations                          | Organizations with stringent compliance or security requirements                    |

## **Regional Availability**

Zoom AI features are subject to limitations in certain regions that are not supported by our third-party AI model providers, as well as for customers in specific industry verticals. For customers with accounts specifically hosted in a region outside of the US, supported AI features are made available using ZM+ or ZMO. For customers hosted in the EU or AU, Zoom uses ZM+ (or customers can choose ZMO) to support account data residency preferences for available features. Customers hosted in other regions can also access available AI features through ZMO. Furthermore, if the underlying product is not available in a particular region, related AI features will not be available.

Refer to Zoom’s [AI Regional Availability Table](/ai-whitepaper/feature-availability) for more information on feature availability by region and service model.

{% hint style="info" %}
**Note**

The linked table above provides a summary of the current regional availability and supported model deployment options of key Zoom AI features in Zoom Workplace, Zoom Webinars and Events, and Zoom Contact Center.
{% endhint %}

This table is not exhaustive and may not include all available features. Zoom may update regional availability and deployment approaches for features at its discretion. Access to and use of these features will also depend on other factors such as subscription plan, license assignment, and administrator settings.

## **Data Usage**

Zoom does not use any customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models.

Zoom AI features must use certain content to provide the service.

## **Data Access**

Consistent with Zoom’s [Privacy Statement](https://www.zoom.com/en/trust/privacy/privacy-statement/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236), Zoom employees may not access or use customer content, including meeting, webinar, messaging, or email content (specifically, audio, video, files, in-meeting whiteboards, messaging, or email content), any content generated or shared as part of other collaborative features (such as out-of-meeting whiteboards), or content generated by AI features, unless authorized by the account owner or administrator of the account hosting the Zoom product or service where the customer content was generated, or as required for legal, safety, or security reasons.

## **Data Processing and Storage Locations**

Zoom processes and stores data based on the hosted data center region and applicable settings of the host, owner or user, as applicable. See also the [Managing Data & Storage location](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066473) support article for more information on storage locations.\
\
When interacting with external participants, content (e.g., chats, meeting transcripts) exchanged between accounts may be processed according to the external account settings.

See “Additional Deployment Options” and “Regional Availability” above for more information.

## **Data Retention**

Zoom stores and retains customer content and personal data for as long as required to engage in the uses described in its [Privacy Statement](https://www.zoom.com/en/trust/privacy/privacy-statement/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236), unless a longer retention period is required by applicable law, including for reasons such as trust and safety. In the context of data retention and processing, “trust and safety purposes” refers to measures taken to protect the safety and integrity of a service and its users. This involves retaining certain data for a period of time to help prevent abuse and misuse. Additional information on Zoom’s Trust and Safety processes may be found in [Zoom's Safety Center](https://safety.zoom.us/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236). Content that would ordinarily be retained by the associated Zoom service is stored in accordance with the retention period for that service. Customers may also set custom retention periods for certain content.

With respect to third-party generative AI model providers used as part of Zoom AI’s federated approach, Zoom has zero data retention policies in place, which provide that they do not retain customer content, with limited exceptions for trust and safety purposes, such as to detect and report CSAM.

### Zero Data Retention for Meeting Summary

#### <mark style="color:blue;">Zero Data Retention for Zoom Meeting Summary allows meeting summaries to be generated without retaining the transcript</mark>

Administrators can implement a zero data retention approach for transcripts within their account by **disabling** and **locking** the Meeting transcript setting on the account or group-level. When configured in this manner, Zoom uses temporary speech-to-text data for the purpose of generating a meeting summary and does not retain a persistent transcript of the meeting conversation.

Once summary generation is successful, the ephemeral speech-to-text data is discarded and cannot later be recovered, re-obtained, or reused. If the initial attempt to generate a summary is unsuccessful, Zoom uses the temporary speech-to-text data to allow additional attempts to complete the summary. If summary generation still does not succeed, the speech-to-text data is discarded.

Because no persistent transcript is retained under this configuration, meeting summaries generated in this manner cannot later be reprocessed, regenerated, or used with a different or custom summary template. This approach is therefore intended for organizations that prioritize minimizing transcript retention over preserving the ability to perform later transcript-based reprocessing.

This configuration applies only to Zoom’s meeting summary feature and controls whether transcripts are generated and retained when summaries are generated. However, other Zoom Meetings features that require access to meeting transcripts such as My Notes and archival will be impacted when transcript generation is disabled, as these features depend on the availability of transcripts. Additionally, if a cloud recording feature is enabled, it can generate and retain a meeting transcript as part of the cloud recording files independent of this configuration. Additional transcript settings for My Notes, archival, and cloud recordings will continue to be managed in separate locations in the web portal. This setting also does not prevent participants or third parties from independently creating, storing, or retaining separate transcript copies, notes, recordings, or other records of the conversation through external tools or services.

Refer to Zoom’s support center for more information on [allowing users to retain transcripts generated with meeting summary](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076631) or [accessing meeting transcripts](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076632).

## **Third-Party Sub-Processors**

As part of Zoom’s federated approach to AI, artificial intelligence models from third parties, such as Anthropic and OpenAI, may be used for certain Zoom AI features alongside Zoom’s artificial intelligence models to provide high-quality results. Zoom also uses other model providers for particular features, discussed above.\
\
Zoom requires its [sub-processors](https://www.zoom.com/en/trust/subprocessors/) to satisfy obligations equivalent to those outlined in Zoom’s Data Processing Addendum. Zoom’s sub-processors are subject to security assessments on at least an annual basis as part of Zoom’s third-party risk management program. Zoom’s third-party risk management controls are assessed by independent audit firms in many of its security certifications and attestations, which are available to customers on [Zoom’s Trust Center](https://www.zoom.com/en/trust/legal-compliance/).


# Zoom AI Features

AI features powered by Zoom AI

## **Speech-to-Text Features**

### Speech-to-Text Processing

#### <mark style="color:blue;">A foundational input that supports captions, transcripts, and other AI features</mark>

Speech-to-text data is the text output generated when Zoom converts spoken audio into written form using automatic speech recognition technology. This speech-to-text layer serves as a foundational capability across the Zoom platform, supporting both accessibility features and downstream AI-assisted experiences. Depending on the enabled settings and product context, speech-to-text data may be used to provide live captions, create retained transcripts, or supply structured text input for AI features such as meeting questions, summaries, and action item extraction.

Speech-to-text data is therefore not limited to a single end-user feature. It functions as an underlying text representation of spoken conversation that can be used in different ways depending on how a meeting or session is configured.

### Captions

#### <mark style="color:blue;">Temporary speech-to-text data for in-meeting accessibility</mark>

Captions are one use of speech-to-text data during a live session. When enabled, Zoom uses automatic speech recognition to convert spoken audio into dynamic caption text that participants can view in real time during meetings, webinars, and certain other Zoom experiences. This helps improve accessibility and comprehension while the conversation is taking place.

<div data-with-frame="true"><figure><img src="/files/jPfGhe9jx1Y7qiXaijE6" alt=""><figcaption><p>Live captions in a meeting</p></figcaption></figure></div>

As a live accessibility feature, captions are intended for in-session use rather than post-meeting retention. Participants can view captions during the session and may scroll back to review captions from the previous three minutes while the session is still active. After the session ends, participants cannot retain, save, or download captions as a separate post-meeting asset. Captions do remain available during playback of recordings.

Because captions are not themselves a retained post-meeting record, organizations that want to preserve speech-to-text data beyond the live session must enable transcript functionality separately.

**Local captioning**

As of Zoom Workplace app version 6.5.3, users can now access local, on-device live transcription that processes audio directly on their device, instead of using cloud-based processing.

### Translated Captions

#### <mark style="color:blue;">Translating speech-to-text data</mark>

Zoom’s Translated Captions build on the speech-to-text output generated through Live Captioning. After spoken audio is converted into text in the detected source language, Zoom’s live translation system processes that speech-to-text data and translates it into the user-selected target language or languages. The translated text is then delivered to participants in their Zoom Workplace apps as translated captions.

This allows participants to follow conversations across languages in real time without requiring the speaker to pause or alter the natural flow of the discussion. In this way, Translated Captions function as a downstream use of speech-to-text data, extending live captions from transcription into multilingual comprehension.

<figure><img src="/files/ZbHBtRoyVqWrRpgJquTe" alt=""><figcaption><p>Translated captions in a meeting</p></figcaption></figure>

### Transcripts

#### <mark style="color:blue;">Retained speech-to-text data for meeting records and follow-up use</mark>

Transcripts are the saved record of meeting content generated from speech-to-text data. Unlike live captions, which are intended for in-session accessibility, transcripts can provide a persistent text record of the meeting when transcript generation and retention are enabled.

An administrator can manage meeting transcription settings at the account level, and meeting hosts can manage transcript availability during meetings. Depending on the meeting configuration, participants may also be able to request transcript access during a meeting. When enabled, transcripts are generated and retained according to the applicable meeting transcript settings. Administrators can also configure transcripts to always be enabled for meetings across their organization.

Because transcripts are retained meeting records, they can support downstream uses that depend on persistent speech-to-text data. This may include later review of meeting content, transcript-based follow-up, and AI-assisted features that rely on an available retained transcript rather than only temporary in-session speech-to-text output.

## **AI Chat**

#### <mark style="color:blue;">The AI Chat panel is a compact AI tool across Zoom Workplace</mark>

The AI Chat panel is a compact AI tool available within Zoom Workplace products, designed to provide helpful in-context support alongside the work a user is already doing. It functions as a convenient side panel that users can open while working in products such as Mail, Team Chat, and other areas of Zoom Workplace, allowing them to access AI assistance without leaving the active product experience.

<div data-with-frame="true"><figure><img src="/files/aTKC4GnBosohw3fA8npM" alt=""><figcaption><p>The AI Chat panel</p></figcaption></figure></div>

Each product tab maintains its own instance of an AI Chat conversation, so a panel opened in Mail is specific to Mail, while a panel opened in Team Chat is specific to Team Chat, and panels opened elsewhere reflect those products’ own working contexts. This allows the panel to remain closely tied to the product, content, and tasks associated with that part of Zoom Workplace, rather than operating as a single panel that persists across the entire application in one continuous state.

#### <mark style="color:blue;">The AI Chat panel provides contextual assistance where work is already happening</mark>

The AI Chat panel supports a wide range of general AI-powered tasks, including drafting, summarization, rewriting, explanation, ideation, and question answering. Within Zoom Workplace, that assistance is also shaped by the product in which the panel appears. In Mail, the panel can support email-related work. In Team Chat, it can support chat-based collaboration. In other products, it can assist in ways that reflect the surrounding content and product experience.

This product-specific model allows AI Chat to remain broadly capable while also being more immediately relevant to the user’s current activity. The panel functions as a convenient tool embedded within the user’s workflow, helping users complete tasks and interact with content without leaving the product they are using.

#### <mark style="color:blue;">AI Chat uses the user’s immediate product context as a starting point</mark>

When a user opens the AI Chat panel within a Zoom Workplace product, the panel can use the most immediate surrounding context as the starting point for assistance. For instance, if the panel is opened from a specific Chat channel, the panel can begin from the content of that channel. If it is opened while viewing a particular email, it can begin from that email and its surrounding thread context. This allows the panel to provide support that is closely aligned to the content the user is actively viewing or working with at that moment.

## **Zoom Chat**

#### Chat Compose

The Chat Compose feature uses AI to assist users in drafting messages more efficiently. By analyzing the context of ongoing conversations, it can offer suggestions that adjust tone, provide topic prompts, or modify message length, helping ensure communication is both effective and aligned with the intended message. Chat Compose can also rewrite drafted messages, changing the tone and content to match the user’s preference, such as making a message *more professional*, or *casual*, depending on the user’s preference.

<div data-with-frame="true"><figure><img src="/files/wi7cl7XskrMwUiXzAhBc" alt="" width="563"><figcaption><p>Prompting Zoom AI to summarize Zoom Chat Messages for Next Steps</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/UWdnq1bm2FSfOILlIQ1p" alt="" width="563"><figcaption><p>The output of the previous prompt</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using Chat Compose](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058033).

#### Message, Thread, and Document Summary

Zoom Chat’s **Message, Thread, and Document Summary** features help users quickly understand conversation and document context without leaving the chat interface. For message threads, Zoom AI can generate a summary of the discussion, highlighting key points, decisions, and action items so users can catch up without reading every message individually. This is especially useful in active threads with many participants or when a user needs to get up to speed quickly on an ongoing discussion.

<div data-with-frame="true"><figure><img src="/files/csyBGBj6Um5ikJtZGfiz" alt=""><figcaption><p>Summarizing a multi-comment thread into one paragraph.</p></figcaption></figure></div>

Zoom Chat also includes built-in summarization for shared text files and Zoom Canvas links. When a supported file or Canvas link is shared in a conversation, it appears as an attachment card within chat. By hovering over the attachment and selecting the Zoom AI button, users can generate a concise summary of the document’s main points directly within the conversation.

<div data-with-frame="true"><figure><img src="/files/ixtFXJTngpIovVjgEAJl" alt="" width="563"><figcaption><p>Summary of a document uploaded to Zoom Chat</p></figcaption></figure></div>

Together, these summarization capabilities help users stay informed, reduce time spent reviewing long discussions or shared materials, and keep context and comprehension within the same collaborative workspace.

Refer to Zoom’s support center for more information on using [Message, Thread, and Document Summary](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057619).

## **Zoom Events and Webinars Plus**

#### Events Compose

The Events Compose feature helps users quickly generate content for event-related areas, including descriptions, session details, speaker bios, and lobby announcements. By providing context or a prompt, users can receive AI-generated text suggestions that match their style and tone.

<div data-with-frame="true"><figure><img src="/files/MyruWML2sKNXxcK65LAY" alt="" width="563"><figcaption><p>Speaker biography generation prompt</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/JyNewgKqH4MgOO4UUbMP" alt="" width="563"><figcaption><p>Output of the previous prompt</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [Events Compose](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0073732).

#### Image Generation

Zoom Events’ Image Generation feature allows event hosts to create custom images for their events using AI. This includes generating images for event headers, session images, expo images, and more. Users can enter specific prompts, choose from AI-suggested styles, and set image ratios (landscape, portrait, square). Once generated, images can be previewed and applied directly to the event, enhancing the visual appeal of the event without the need for external design tools.

<div data-with-frame="true"><figure><img src="/files/okEOBEGbS7w3ucqFZBH1" alt="" width="563"><figcaption><p>Event image generation prompt and output</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/eVN2t4vYSmV9wSW6rcpy" alt="" width="563"><figcaption><p>The generated image featured on the Events page</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [Events Image Generation](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0073761).

#### Email Compose

Zoom Events’ Email Compose feature helps users create email content for event communication quickly. By inputting prompts, users can generate email bodies, subject lines, and call-to-action text tailored to their needs. This feature allows event hosts to draft and refine emails more efficiently, helping ensure messages are contextually relevant and aligned with the event’s tone.

<div data-with-frame="true"><figure><img src="/files/GJULPl10uYwnFzKxXHe9" alt="" width="563"><figcaption><p>Zoom Events Email Compose prompt</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/vn26FuSqcK6taK1YtLkD" alt="" width="563"><figcaption><p>Output of the previous prompt</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [Events Email Compose](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0010218).

#### Chat Compose

Zoom Events’ Chat Compose feature allows users to quickly craft professional and contextually-aware responses within an event’s lobby. This is especially useful for maintaining dynamic engagement in large events, where quick and appropriate responses are needed to keep discussions flowing or provide guidance or direction.

<div data-with-frame="true"><figure><img src="/files/XOVdkNU889a968mu1RuY" alt="" width="563"><figcaption><p>Zoom Events Smart Compose prompt in the Lobby</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/3pWTgWDH8YllPD2lYrhf" alt="" width="563"><figcaption><p>Output of the previous prompt</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [Events Chat Compose](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0057558).

#### Smart Upload

Zoom Events’ Smart Upload feature helps organizers add large amounts of event information more efficiently by extracting structured details from uploaded files and using them to build event content automatically. When adding multiple sessions to an event, Smart Upload can parse supported file types such as CSV, TXT, DOC, DOCX, XLS, and XLSX to extract relevant session information and automatically assemble the agenda. This can reduce the manual effort involved in entering event details one item at a time.

Smart Upload can also be used for other event setup tasks beyond sessions, including adding speakers and custom questions. By helping convert uploaded files into structured event content, this feature streamlines event configuration and makes it easier for organizers to build out complex events more quickly.

<figure><img src="/files/JKGIJGPimRQlXIbj1weN" alt="" width="563"><figcaption><p>Smart upload interface</p></figcaption></figure>

#### AI Content Creation for Recordings and Videos

Zoom Events’ AI Content Creation for Recordings and Videos feature helps users turn recorded event sessions into new written and video-based outputs. Using the transcript from an event recording, Zoom AI can generate new Zoom Canvas documents such as social media posts, key takeaways, ebooks, sales briefs, all-hands recaps, and other written materials derived from the session content. This allows organizers and teams to extend the value of event recordings without manually rewriting or repackaging the session themselves.

In addition to written outputs, Zoom AI can also create Snippets, which are AI-curated video clips that surface key moments from the session. Together, these capabilities help users transform recorded event content into reusable assets that support follow-up communication, internal distribution, marketing, and broader content reuse.

<div data-with-frame="true"><figure><img src="/files/IPtPVLlT5joWdbD8fdZS" alt="" width="563"><figcaption><p>Illustration of generative content options</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/cC9CeSD7ffdEHd6Rj75f" alt="" width="563"><figcaption><p>Options for refining generative content</p></figcaption></figure></div>

## **Zoom Mail Client**

#### Email Compose

Zoom’s Email Compose feature helps users draft emails more efficiently by providing AI-generated suggestions. Users can input a draft or prompt, and Zoom AI generates contextually relevant content based on the email thread or specific user inputs. This feature allows users to create emails quickly, while helping ensure their responses align with the conversation’s tone and context.

Using this feature, users can streamline the email composition process, helping to save time and improve productivity. This feature is especially helpful when responding to existing threads or crafting new messages, as Zoom AI’s suggestions help maintain clarity and consistency in communication.

For example, the following image demonstrates a prompt and output to thank Paxton for his work in launching a customer loyalty program.

<div data-with-frame="true"><figure><img src="/files/37kx9BnhrNglqglrgoC2" alt="" width="563"><figcaption><p>Email Compose generating an email based on the user prompt without previous context</p></figcaption></figure></div>

In addition to generating initial emails, the Email Compose feature can also generate a response to received emails. In this context, users do not write a prompt, instead, they click the Zoom AI icon in the response, and Zoom AI automatically generates a reply based on the message’s content.

<div data-with-frame="true"><figure><img src="/files/Sq4W4H3yEcpt8cZluyk2" alt="" width="563"><figcaption><p>Email Compose generating an email based on the user prompt with the email thread's context</p></figcaption></figure></div>

For example, if replying to an email, clicking the Zoom AI icon within the email reply box can automatically generate a contextually-relevant reply, saving the user time.

Refer to Zoom’s support center for more information on [using Email Compose](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0057662).

#### Summarize Email

Zoom AI can generate concise summaries of emails directly within the Zoom Workplace app, helping users quickly understand the main points of long or complex messages. When viewing an email, users can select the **Summarize** button to open the Chat Panel alongside the message.

Once executed, Zoom AI automatically analyzes the email and produces a clear, structured summary within the panel—highlighting key details, decisions, and next steps. This allows users to grasp the essential context at a glance without reading the full message or switching between applications.

<div data-with-frame="true"><figure><img src="/files/TetissYuDG9crfIHwduL" alt="" width="563"><figcaption><p>Zoom AI summarizing an email</p></figcaption></figure></div>

## **Zoom Meetings and Webinars**

#### Meeting Questions and Webinar Questions

The Meeting Questions and Webinar Questions features allows the first 1,000 participants to discreetly ask Zoom AI questions about the meeting or webinar within the side panel while the session is in progress; if more than 1,000 participants enter the session, they are offered hero prompts with recommended questions. Using the meeting’s speech-to-text data, Zoom AI provides participants with contextual and relevant answers, including timestamped citations from the conversation for additional context and clarity.

With this feature, users can submit their queries directly to Zoom AI without interrupting the flow of the ongoing conversation and is particularly beneficial in large meetings or fast-paced discussions where participants may need clarification without disrupting the speaker. This feature can also help late joiners quickly catch up on missed points by offering AI-generated responses based on what has already been discussed.

<div data-with-frame="true"><figure><img src="/files/ZUTYFhkcRWe3AxJ5ifcm" alt=""><figcaption><p>Meeting Questions answering user questions</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using in-meeting questions](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057748).

#### Meeting and Webinar Summary

After a meeting or webinar concludes, the Meeting or Webinar Summary feature automatically generates a structured summary, capturing key discussion points, decisions, and action items without requiring a manual note-taker. Using the session’s speech-to-text data as reference, Zoom AI creates clear and concise summaries that can be shared with the meeting host, panelists, and invitees.

With this feature, users receive a well-organized summary that highlights essential details, making it easier to stay aligned on next steps. This is especially useful for teams managing multiple meetings or for invitees who joined late or missed the discussion. Meeting summaries can also be shared afterward, enhancing productivity and streamlining follow-ups.

The following example demonstrates a standard post-meeting summary email a user may receive.

<div data-with-frame="true"><figure><img src="/files/Fk8NEPZ77T7IaN2p5JKL" alt="" width="563"><figcaption><p>Example of Meeting Summary</p></figcaption></figure></div>

Additionally, customers using Zoom Canvas can automatically convert meeting summaries into collaborative working documents, streamlining follow-up coordination and action item management. The following example shows how a meeting summary transforms into an editable Canvas Doc for team collaboration.

<div data-with-frame="true"><figure><img src="/files/QesgujMMKg5Nt86McKjB" alt="" width="563"><figcaption><p>Meeting Summary converted to a Zoom Canvas Doc</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using meeting summaries](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0058013).

#### Smart Recording

For cloud recorded meetings or clips, Smart Recording enhances meeting recordings by automatically generating a structured summary, highlighting key moments, and identifying action items without requiring manual review from a user. Using the recording’s transcript, Zoom AI creates searchable, time-stamped highlights, making it easy for users to navigate and review important content.

With this feature, users can quickly find relevant information without watching the entire recording, saving time and improving efficiency. This is particularly beneficial for teams managing multiple meetings or for participants who were unable to attend. Smart Recording also allows users to access AI-generated chapters, summaries, and speaker insights, providing a streamlined way to catch up on discussions and next steps.

The following image provides an example of these features, detailing chapters, highlighted moments, etc.

<div data-with-frame="true"><figure><img src="/files/dnQ3HCCtCo0SKKaSTAkZ" alt="" width="563"><figcaption><p>Example of Smart Recording</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using smart recording](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061101), and Zoom’s YouTube channel for a [visual demonstration of this feature](https://www.youtube.com/watch?v=vh7tOv3u0pc).

#### Personalized Audio Isolation

Personal Audio Isolation leverages a user’s voiceprint to differentiate their voice and suppress background noise, even in open environments. Users authorize Zoom to create a voiceprint, which captures the unique characteristics and nuances of their voice patterns. The user can also choose to upload a recording of their voice. The user’s voiceprint enables Zoom to intelligently filter and isolate the user's voice from ambient background audio detected by their microphone. The technology effectively suppresses environmental sounds such as coffee shop chatter, vacuum cleaners, barking dogs, or conversations from other people within microphone range, helping ensure that only the user's voice is prominently transmitted.

Refer to Zoom’s support center for more information on [using personalized audio isolation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074698).

## **Zoom Phone**

#### Call Summary

Zoom Phone’s Call Summary feature provides AI-generated post-call summaries that capture key details such as dates, names, discussion points, and action items. When enabled, the Zoom user who enabled the feature will receive an automatic summary within the Zoom Workplace app, allowing them to review essential information without manually taking notes.

This feature is particularly useful for sales teams, customer support agents, and professionals handling frequent calls, helping ensure important details are documented and easily accessible. Users can also edit, email, or share summaries as needed to streamline follow-ups and maintain clear communication.

<div data-with-frame="true"><figure><img src="/files/ZGM192rsFIiHT06gjmWb" alt="" width="346"><figcaption><p>A Zoom Phone Call Summary and Next Steps.</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using Call Summary](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074868).

#### Voicemail Prioritization

Zoom Phone’s Voicemail Prioritization feature helps users manage voicemail more efficiently by automatically identifying and prioritizing messages that match a user’s predefined topics or intents. This helps ensure that critical or time-sensitive messages are surfaced first, allowing users to respond more quickly to high-priority communications.

This feature is especially beneficial for professionals who receive a high volume of voicemails, such as customer service representatives, sales teams, and executives, helping them focus on urgent matters without manually sorting through their inbox.

<div data-with-frame="true"><figure><img src="/files/HMjZQrCx3WQvXXvRl2QX" alt="" width="563"><figcaption><p>The creation of a voicemail prioritization Intent.</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using voicemail prioritization](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074872).

#### Voicemail Tasks

Zoom Phone’s Voicemail Task Suggestions feature helps users stay organized by analyzing voicemail content and automatically suggesting tasks based on key details. This allows users to quickly identify action items, making it easier to manage follow-ups and stay on track, especially when handling a high volume of messages.

This feature is particularly useful for professionals who rely on voicemail for client communications, such as sales representatives, customer support teams, and executives. By streamlining task management, it helps users respond efficiently and stay productive.

<div data-with-frame="true"><figure><img src="/files/k6RTWBCHCWS8iYyXJKTo" alt="" width="352"><figcaption><p>Identified Zoom Tasks and Voicemail Prioritization</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [using voicemail tasks](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074870).

#### Team SMS Thread Summary

Zoom Phone’s Summarize Team SMS Threads feature allows Call Queue and Auto Receptionist members with the Customer Engagement Pack add-on to generate AI summaries of Team SMS conversations. This helps users quickly understand ongoing discussions and craft appropriate responses without having to review entire message histories.

This feature is particularly useful when following up on lengthy SMS exchanges or transferring conversations to another agent, helping ensure seamless communication and continuity in customer support or team collaboration.

<div data-with-frame="true"><figure><img src="/files/RiutRGb62DcLDzI3jtBx" alt="" width="375"><figcaption><p>A Zoom Phone SMS exchange between an agent and customer</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/MnfrFGZnjGP4ett9wYES" alt="" width="563"><figcaption><p>A summary of the pervious conversation</p></figcaption></figure></div>

{% hint style="info" %}
**Note**

This feature requires the Zoom Customer Engagement Pack add-on.
{% endhint %}

Refer to Zoom’s support center for more information on [summarizing SMS threads](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074874).

#### Create a Canvas Doc from Call Summary

Users who complete a Zoom Phone call with Zoom AI enabled can easily generate a Zoom doc containing a structured call summary once the call concludes. After each eligible call, users can press the Open summary in Docs button to create a document that automatically includes AI –generated insights such as call summaries, next steps, and action items.

<div data-with-frame="true"><figure><img src="/files/neWOEu0Ftgisop76nONs" alt="" width="265"><figcaption><p>Opening a Zoom Canvas doc from a call summary</p></figcaption></figure></div>

This capability helps remove the need for manual note-taking during a conversation. The resulting document is titled “Call Summary with \[User]” or “Call Summary with \[Number]” when the contact is not recognized, enabling consistent organization across call records.

Refer to Zoom's support center for more information on [accessing Call Summary](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074868) Canvas docs.

#### Call Questions

When Zoom AI is enabled during a Zoom Phone call, users can engage with it in real time to ask context-aware questions about the ongoing call or afterward about the completed conversation. Zoom AI analyzes the conversation’s speech-to-text data to surface relevant details, allowing users to clarify or retrieve information without searching manually.

For example, if a caller mentions a specific date, time, or event detail, the user can simply ask, “When did they say the event is happening?”, and Zoom AI will reference the conversation’s speech-to-text data to provide a prompt, accurate response.

<div data-with-frame="true"><figure><img src="/files/B5S128DJqam2LSwyVaIk" alt="" width="375"><figcaption><p>Asking questions during a live phone call</p></figcaption></figure></div>

This capability enhances understanding during or after the call, helping users stay focused on the conversation while still capturing and recalling critical details with ease.

Refer to Zoom's support center for more information on [asking phone call questions](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079612).

## **Zoom Tasks**

#### Generate Tasks

Zoom Tasks helps users stay organized by capturing action items, follow-ups, and priorities directly within the Zoom Workplace desktop app. When enabled, Zoom Tasks can automatically generate tasks from meeting summaries, turning discussions into clear, trackable action items. Tasks can be assigned to others or self-assigned, helping to ensure accountability and follow-through. By keeping AI-generated tasks linked to their original conversations and meetings, Zoom Tasks streamlines workflow management, making it easier to stay on top of responsibilities.

<div data-with-frame="true"><figure><img src="/files/7Lis0mrNqbAMl8kZ8aXR" alt="" width="563"><figcaption><p>Automatically identified Tasks awaiting acceptance</p></figcaption></figure></div>

Refer to Zoom’s support center for [using Zoom Tasks](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0078289).

## **Zoom Whiteboard**

#### Content Generation

Zoom Whiteboard’s Content Generation feature enables users to easily generate ideas, refine existing content, and add visual elements to a whiteboard with AI assistance. By using Zoom AI, users can create sticky notes, tables, text, mindmaps, and more—all with a simple prompt. This feature helps streamline the brainstorming process, designed to make it faster and more efficient to visualize and organize ideas.

<div data-with-frame="true"><figure><img src="/files/CvbMn2WIa5PD3rjz0WKY" alt="" width="563"><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/1yeKLjtC6VMijhLMidaN" alt="" width="375"><figcaption></figcaption></figure></div>

Refer to Zoom’s support center for more information on [Whiteboard Content Generation](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0057610).


# My Notes

An introduction to Zoom My Notes

## **Overview**

#### <mark style="color:blue;">My Notes is a personal note-taking assistant for Zoom, third-party, and in-person meetings</mark>

My Notes is a note-taking feature in the Zoom Workplace app that supports Zoom Meetings, third-party meetings like Microsoft Teams or Google Meet, and in-person discussions through manual notes and—when a user enables speech-to-text data processing and audio is available on the local device—automatic transcription of the conversation. Unlike Zoom’s Meeting Summary feature, which is designed for broad, high-level recaps, My Notes can produce more granular, detailed overviews, incorporating any user-written notes captured in the free-text field during the meeting with the meeting transcript, if enabled. After the meeting ends, the post-meeting output emphasizes the topics and details the user recorded manually while also capturing relevant information from the rest of the conversation through the transcript.

Refer to Zoom’s support center for more information on [enabling or disabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083850) and [using My Notes](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083849).

#### <mark style="color:blue;">My Notes serves as a personal context layer that helps ZoomMate operate with greater continuity and relevance</mark>

My Notes functions as a personal context layer within Zoom’s broader AI experience by capturing user-specific notes, meeting details, and related context that can persist over time. Rather than existing only as a static record of what happened in a single conversation, My Notes can help preserve the details, annotations, and follow-up context that matter to the individual user. This can give ZoomMate a stronger foundation for understanding prior discussions, recurring priorities, and the user’s own focus areas across meetings and related work.

Because My Notes can capture both user-authored content and AI-supported meeting context, it helps provide ZoomMate with a more continuous view of the user’s work over time. This can improve the relevance of later summaries, question answering, task identification, follow-up drafting, and other AI-assisted experiences that benefit from awareness of what has already been discussed. In this way, My Notes is not only a place to store information, but also a mechanism for preserving personal context that can help make later AI interactions more informed and more useful.

## **How it Works**

#### <mark style="color:blue;">My Notes uses operating-system level microphone and audio access to transcribe third-party and in-person meetings</mark>

My Notes transcribes third-party and in-person meetings by using operating-system permissions to access the user’s selected microphone and the device’s system audio, but this OS-level audio access is only used when a user explicitly enables the My Notes feature through their settings. This allows transcription to work beyond Zoom Meetings, as long as the Zoom Workplace app is running on the device and has been granted the required permissions. In these scenarios, audio capture is governed by the device’s microphone and system audio inputs rather than the mute controls of a third-party meeting application or web browser, so transcription must be paused or stopped directly within My Notes when audio capture is not desired.

#### <mark style="color:blue;">My Notes can prompt a user to start a new note when device microphone activity is detected</mark>

My Notes can use automatic voice activity detection to identify when the device microphone becomes active and display a prompt to start a new note. This prompt can appear in a range of everyday scenarios where the microphone is used, including joining or hosting a meeting in a third-party app or browser, recording a clip in a web browser, or using other applications that activate the device microphone.

#### <mark style="color:blue;">When My Notes is active, audio is streamed to the Zoom cloud for transcription and post-meeting note generation</mark>

When a user enables My Notes, the Zoom Workplace app streams meeting audio to the Zoom cloud to generate a transcript and support post-meeting note generation. The dataflows for this process vary depending on if the feature is enabled in a Zoom meeting or a third-party or in-person meeting.

#### <mark style="color:blue;">In Zoom Meetings, My Notes transcribes the meeting audio routed through the meeting’s MMR session</mark>

In Zoom Meetings, My Notes uses the meeting’s Multi-Media Router (MMR) to access the shared meeting audio routed for all connected participants. That meeting audio is processed by Zoom’s Automatic Speech Recognition (ASR) service to generate a transcript, which is delivered to the user’s device and later used to support post-meeting note generation. In this context, transcription is based on Zoom meeting audio, not on all audio present on the user’s local device.

The following diagram illustrates how My Notes works in Zoom Meetings:

<div data-with-frame="true"><figure><img src="/files/vQIPCEquzhPO5E9cLkzB" alt="" width="563"><figcaption><p>Data flows for My Notes within a Zoom meeting.</p></figcaption></figure></div>

#### <mark style="color:blue;">In third-party and in-person meetings, My Notes transcribes local device audio routed through a single-user MMR session</mark>

If enabled in third-party and in-person meetings, My Notes uses operating system–level access to the user’s microphone and system audio to capture local device audio for transcription. That local audio is routed through a single-user Multi-Media Router (MMR) session and processed by Zoom’s Automatic Speech Recognition (ASR) service to generate a transcript, which is delivered to the user’s device and later can be used to support post-meeting note generation. In this context, transcription is based exclusively on audio transmitted from the local device.

The following diagram illustrates how My Notes works outside of Zoom Meetings:

<div data-with-frame="true"><figure><img src="/files/gPVG89y1zaOKltNzWv8N" alt="" width="563"><figcaption><p>Data flows for My Notes outside of a Zoom meeting.</p></figcaption></figure></div>

#### <mark style="color:blue;">After a meeting ends and transcription is complete, audio data is not retained</mark>

My Notes uses audio data to generate a transcript through Zoom’s transcription services, but it does not store audio recordings. After the meeting ends and transcription is complete, the audio data used for processing is deleted, while the resulting notes and transcripts remain saved in the user’s Zoom account according to the applicable retention settings.

Refer to Zoom’s support center for more information on [My Notes retention length](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0073651).

#### <mark style="color:blue;">After meetings, My Notes are saved to the user’s Zoom account and are not shared with other participants</mark>

After a meeting ends, My Notes are saved to the user’s Zoom account and can be accessed in Zoom Hub (Zoom’s unified content repository) under the My Notes section, from the meeting card for the associated Zoom meeting, and through Zoom Canvas. By default, My Notes are only available to the user who created them and are not automatically shared with the meeting host or other participants; however, authorized account admins can view them through the admin portal.

Refer to Zoom’s support center for more information on [accessing My Notes](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083849#mcetoc_1jgahu8nqak).

#### <mark style="color:blue;">My Notes supports 46 languages for transcription in Zoom Meetings</mark>

The list of supported languages includes:

| <ul><li>Afrikaans</li><li>Arabic</li><li>Arabic (Gulf) </li><li>Bengali </li><li>Cantonese </li><li>Catalan </li><li>Chinese (Simplified) </li><li>Chinese (Traditional) </li><li>Croatian </li><li>Czech </li><li>Danish </li><li>Dutch </li><li>English </li><li>Estonian </li><li>Finnish </li><li>French (Canada) </li><li>French (France)</li></ul> | <ul><li>Galacian </li><li>German </li><li>German (Switzerland) </li><li>Greek </li><li>Hebrew </li><li>Hindi </li><li>Hungarian </li><li>Indonesian </li><li>Italian </li><li>Japanese </li><li>Korean </li><li>Latvian </li><li>Malay </li><li>Norwegian </li><li>Persian </li><li>Polish</li></ul> | <ul><li>Portuguese </li><li>Romanian </li><li>Russian </li><li>Serbian </li><li>Slovak </li><li>Somali </li><li>Spanish </li><li>Swedish </li><li>Tagalog </li><li>Tamil </li><li>Telugu </li><li>Thai</li><li>Turkish </li><li>Ukrainian </li><li>Vietnamese </li><li>Zulu</li></ul> |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

#### <mark style="color:blue;">My Notes supports 12 languages for transcription for in-person and third-party meetings</mark>

The list of supported languages includes:

| <ul><li>Arabic </li><li>Chinese (Simplified) </li><li>Dutch </li><li>English </li><li>French </li><li>German</li></ul> | <ul><li>Indonesian </li><li>Italian </li><li>Japanese </li><li>Korean </li><li>Portuguese </li><li>Spanish</li></ul> |
| ---------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------- |

## **Feature Controls**

The following sections provide guidance on using My Notes. Refer to Zoom’s support center for more information on [using My Notes](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083849), and the features and settings described below.

### Zoom Meetings Feature Controls

#### <mark style="color:blue;">My Notes can be stopped in Zoom meetings by ending transcription or restricting participant access</mark>

My Notes activity in a Zoom meeting has two features: the personal note itself and the transcript for post-meeting note generation. In-meeting controls primarily govern transcript generation, including whether transcription can continue in that meeting.

Zoom meeting hosts can stop active My Notes transcription for everyone in the meeting or for specific participants. Host controls are available while the host is in the meeting and require a supported Zoom desktop client version (6.7.5 or higher) to manage participant transcription.

Hosts can also manage whether participants are allowed to use My Notes with transcription in meetings they host through web settings under **Settings → Notes → My Notes**. Admins can also disable My Notes on the account level through web settings under **Account Management -> Account Settings → Notes → My Notes**.

Refer to Zoom’s support center for more information on [using My Notes](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083849) and how to stop participant transcription.

#### <mark style="color:blue;">Meeting participants can request that transcription be stopped</mark>

Meeting participants cannot directly stop another participant’s use of My Notes; however, participants can request that the host stop their use of transcription during the meeting. When this occurs, the host receives the request and can choose to stop transcription or decline the request. When transcription is stopped, other in-meeting features that rely on transcription are also stopped.

#### <mark style="color:blue;">Stopping transcription affects future capture, not what has already been captured</mark>

Stopping My Notes transcription prevents additional meeting audio from being transcribed going forward. The portion of the transcript that is already generated before transcription is stopped will remain available to the participant who started My Notes. If the host also deletes the associated meeting assets, then transcripts generated with My Notes will also be deleted, unless the participant completed and saved the transcript before the host stopped transcription.

#### <mark style="color:blue;">My Notes transcription ends automatically when the Zoom meeting ends</mark>

When My Notes is used in a Zoom meeting, My Notes will stop automatically when the meeting concludes. Notes and the associated transcript remain accessible to the notetaker after the meeting through Zoom Hub, Zoom Canvas, and the meeting card subject to the account’s retention settings for note files and transcripts.

#### <mark style="color:blue;">Visibility and control depend on host version and enabled settings</mark>

When transcription is active, meeting hosts and participants see a banner and a visible transcription indicator in the meeting window, and can identify participants using My Notes via a participant list icon. Host control over participant’s use of My Notes transcription requires the meeting host to be on a supported client version and to have participants’ use of My Notes transcription permitted in meeting settings.

### Third-Party Meetings Feature Controls

#### <mark style="color:blue;">Third-party meeting platforms do not provide host controls for My Notes</mark>

My Notes can be used during third-party meetings when the Zoom Workplace app is running on the user’s device and has permission to access the device microphone and system audio. In these scenarios, My Notes operates as a local, user-initiated note-taking and transcription tool rather than as an in-meeting feature controlled by the third-party platform.

Third-party meeting hosts do not have a native mechanism to prevent an attendee from using My Notes. My Notes does not depend on third-party host settings or permissions to run, and it can continue transcribing device audio even when host-side controls exist in the third-party platform.

Refer to Zoom’s support center for more information on [using My Notes](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083849).

#### <mark style="color:blue;">Users, not meeting hosts, control when My Notes starts and stops in third-party meetings</mark>

Use of My Notes in third-party meetings requires user action to start transcription and users can control whether automatic prompts that suggest starting a new note appear. Once transcription is active, users must pause or stop transcription from within My Notes when audio capture is not desired.

#### <mark style="color:blue;">Third-party app mute controls do not stop My Notes transcription when device audio capture is active</mark>

When My Notes transcription is enabled, My Notes captures audio from the user’s device using operating-system permissions for microphone input and system audio. As a result, muting within a third-party meeting application or browser does not prevent My Notes from transcribing audio detected by the device, and transcription must be paused or stopped directly within My Notes when audio capture is not intended.

For example, if a user mutes themselves in a Microsoft Teams meeting using the Teams application, the local device microphone can remain active even though the user is muted in Teams. As a result, any words the user speaks out loud while muted may still be captured by My Notes and appear in the transcript and resulting notes. To prevent ongoing transcription, the user must pause or stop transcription directly in My Notes.

{% hint style="info" %}
**Note**

This does not apply to Zoom Meetings, where transcription uses the meeting’s Multi-Media Router. Consequently, if a user is muted in a Zoom meeting, their audio will not be captured by My Notes.
{% endhint %}

#### <mark style="color:blue;">User responsibility and notice expectations in third-party meetings</mark>

When My Notes is used outside Zoom Meetings, users who enable the feature receive a reminder to follow applicable laws when transcribing conversations, which may include providing notice. When used in third party meetings, My Notes does not provide participants with Zoom-native in-meeting indicators or host-managed requests to stop transcription.

#### <mark style="color:blue;">Speaker labeling does not identify participants by name</mark>

In third-party and in-person meetings, transcripts use generalized speaker labels (for example, “Speaker 1” and “Speaker 2”) rather than participant names.

## **Limitations**

#### <mark style="color:blue;">My Notes is not designed to be used with Zoom Phone, Zoom Contact Center, Zoom Rooms, or the web client</mark>

My Notes is not designed to be used with Zoom Phone, Zoom Contact Center, Zoom Rooms, or the web client. Full My Notes functionality depends on supported Zoom Workplace desktop client versions and operating system requirements.

#### <mark style="color:blue;">My Notes is available for accounts using Zoom’s Federated and ZM+ service models</mark>

My Notes is currently available to accounts hosted in environments that use Zoom’s Federated or ZM+ service model. My Notes is not available to customers using Zoom-Hosted Models Only (ZMO).

#### <mark style="color:blue;">Meeting Summary Zero Data Retention controls do not govern My Notes</mark>

Zoom’s Zero Data Retention (ZDR) is not compatible with My Notes. My Notes retention, including for My Notes transcripts, is managed through separate retention settings.

Refer to Zoom’s support center for more information on [managing Notes retention](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0073651).


# ZoomMate

An introduction to ZoomMate

## **Overview**

#### <mark style="color:blue;">ZoomMate is the central intelligence layer for work across Zoom Workplace and connected business systems</mark>

ZoomMate is designed to serve as the central place where work context comes together across Zoom Workplace and connected third-party services. Rather than operating as a single-purpose assistant tied to one meeting, message, or document, ZoomMate can draw from the broader flow of work across meetings, team chat, continuous meeting chat, emails, documents, whiteboards, summaries, and other business artifacts. When connected services are enabled, that context can extend to external platforms such as cloud storage systems, customer relationship management tools, ticketing platforms, and other authorized enterprise data sources. This centralized position allows ZoomMate to respond with greater relevance, continuity, and awareness of how work is developing across systems.

<div data-with-frame="true"><figure><img src="/files/ycfRxJ9dcveNVaN2DjaF" alt=""><figcaption><p>The ZoomMate work surface</p></figcaption></figure></div>

#### <mark style="color:blue;">ZoomMate helps turn business conversations into coordinated outcomes</mark>

ZoomMate supports a conversation-to-completion design in which a single thread of work can move across multiple surfaces without losing context. A discussion may begin with a chat message identifying a problem, continue into a meeting where the issue is explored in more detail, and then be carried forward through the meeting summary and related documents created afterward. From there, ZoomMate can help surface the decisions that were made, identify action items and owners, and use that accumulated context to support the next stage of work.

That follow-through can extend into execution-oriented outputs. A meeting summary may become the basis for a working document that organizes the team’s plan, open questions, and next steps. That document can then be refined with AI-generated writing or research support, informed by the earlier chat discussion, meeting transcript (if retained), and any connected internal or external materials relevant to the task. As the work becomes more defined, ZoomMate can help translate that same context into structured deliverables, such as task suggestions, workflow steps, or presentation materials. In this model, ZoomMate does not treat conversations as isolated events; instead, it helps carry a developing body of context from the first discussion through the materials, decisions, and outputs that bring the work to completion.

#### <mark style="color:blue;">ZoomMate’s context layer brings together conversations, content, memory, and connected business data</mark>

ZoomMate’s broader value comes from the range of context it can work with across Zoom Workplace and connected systems. That context can include Zoom-native content such as meeting summaries, meeting transcripts, continuous meeting chat, chat messages, emails, Zoom Canvas docs, whiteboards, slides, tasks, and related workplace content. It can also extend to authorized third-party sources such as cloud storage platforms, customer relationship management systems, ticketing tools, knowledge repositories, and other connected business systems.

What makes this a context layer rather than a collection of disconnected sources is that ZoomMate can work across the relationships between them. A customer issue discussed in chat may connect to a meeting transcript, a follow-up document, related emails, files stored in Google Drive or OneDrive, account details from a connected CRM, and work items in a system such as Jira. This broader layer can also include organizational knowledge such as policies, processes, and product information; historical signals such as prior decisions, actions, and outcomes; and user-specific memory that helps ZoomMate reflect persistent preferences and working patterns when relevant.

This connected context helps ZoomMate ground responses in relevant data , prior activity, and authorized business information rather than isolated prompts alone. The result is a more relevant experience that improves retrieval across multiple materials, reduces guesswork, and helps users move work forward across conversations, documents, systems, and stages of execution.

#### <mark style="color:blue;">ZoomMate helps realize the value of Zoom Workplace as a unified platform for work</mark>

Zoom Workplace provides a unified surface for communication, collaboration, and follow-through across the workday. Instead of treating meetings, chat, phone, email, documents, and related activities as separate destinations, Zoom Workplace brings them into a more integrated experience where work can move more naturally from one stage to the next. This unified experience can also extend to connected third-party systems, allowing relevant external business context to be brought into the broader working environment.

ZoomMate strengthens that unified environment by helping users work across the flow of activity already taking place within it. Because the surrounding conversations, artifacts, and tasks remain more easily accessible inside Zoom Workplace, ZoomMate can support users with greater continuity as work develops across products and moments. This makes ZoomMate more than a point solution for isolated tasks. It allows AI assistance to feel more integrated into the broader rhythm of work, helping users carry context forward, reduce fragmentation, and move from communication to action with less interruption.

#### <mark style="color:blue;">ZoomMate requires a specific plan and uses an AI credit-based model for certain AI features, including advanced agentic features and third-party integrations</mark>

ZoomMate operates through a mixed access model in which some functionality is available without credit consumption, while certain advanced capabilities require a ZoomMate subscription and available AI Credits. In general, functions that operate only within Zoom-native context—such as work based on Zoom meetings, chat, documents, and other Zoom-centric data—may be available without using credits. This allows users to benefit from AI-assisted capabilities within the Zoom environment without a ZoomMate subscription.

Advanced AI functionality or agentic actions such as AI agents and integrations with third-party applications require a ZoomMate license and consume AI credits. For example, certain workflows that operate within the Zoom platform and do not include advanced AI nodes can be run without consuming credits. By contrast, workflows that integrate with third party applications and include advanced AI search capabilities may require a ZoomMate license and consume AI credits. The practical distinction is therefore based on the scope or type of the task: Zoom-centric functionality may be available without credit usage, while more advanced agentic actions or cross-system tasks that extend beyond Zoom’s native environment are more likely to consume credits. This model helps distinguish between core in-platform assistance and higher-cost actions that depend on broader orchestration, external integrations, or advanced AI processing.

Refer to Zoom’s support center for more information on how [Zoom AI credits work, how they’re allocated, and how you can monitor and manage them as a user or admin](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0085614) and the [pricing page](https://zoom.us/pricing/aic) on storage allotments.

#### <mark style="color:blue;">ZoomMate is available in the Zoom Workplace app and on the web</mark>

ZoomMate is available both within the Zoom Workplace app and through a web-based experience, giving users flexibility to access AI-assisted search, writing, research, and follow-through across their work. In Zoom Workplace, ZoomMate is integrated directly into the app experience within a dedicated tab, where it can help users engage with the conversations, documents, and tasks that shape the workday. On the web, ZoomMate provides a dedicated workspace for broader interaction with meetings, content, connected data sources, and agentic capabilities.

### Limitations

#### <mark style="color:blue;">ZoomMate is currently only available to customers hosted on Zoom’s United States-based infrastructure</mark>

ZoomMate is currently available for customers hosted on Zoom’s United States-based infrastructure. Global regions are not currently supported, but are expected to over time.

Refer to Zoom’s [Feature Availability Table](/ai-whitepaper/feature-availability) for more information on feature availability by region and service model.

#### <mark style="color:blue;">ZoomMate currently only supports the English language</mark>

ZoomMate currently only supports the English language. This is expected to expand to support additional languages in the future.

#### <mark style="color:blue;">ZoomMate is not available for certain industry verticals</mark>

ZoomMate is not currently available for certain industry verticals, including government, healthcare, and education. Speak with your Zoom account team for more information.

## **Core Components**

### Operating Modes

#### <mark style="color:blue;">Standard Mode: Generative AI for everyday conversations</mark>

Standard Mode is the default ZoomMate experience and does not require users to take any action to enable it. It provides a general-purpose conversational AI experience for everyday tasks, allowing users to interact with ZoomMate through natural-language prompts to ask questions, generate or revise content, brainstorm ideas, summarize information, and receive help with a wide range of common work activities. This mode is designed for direct back-and-forth interaction, making it well suited for users who want to engage ZoomMate in a flexible, conversational way similar to other general-purpose AI assistants.

#### <mark style="color:blue;">Advanced Mode: Higher-capabilities for complex tasks</mark>

Advanced Mode is a higher-capability execution option within ZoomMate for requests that benefit from deeper reasoning, broader retrieval, and more robust task execution than a standard response. Rather than serving as the default mode for every interaction, Advanced Mode is presented to the user as an optional next step when ZoomMate determines that a request may benefit from more extensive processing.

For example, after providing an initial response, ZoomMate may present the user with a prompt such as, *“Want a more thorough answer? Try Advanced Mode.”* If the user chooses to continue by selecting the **Advanced Mode** button, ZoomMate can approach the task in a more in-depth and capable way. This may include richer reasoning, more extensive multi-source retrieval, more elaborate synthesis, or more advanced execution across connected tools and workflows.

<div data-with-frame="true"><figure><img src="/files/jHIoCKiyrsbBiDcv0wNM" alt="" width="563"><figcaption><p>A conversation prompting Advanced Mode</p></figcaption></figure></div>

Because Advanced Mode is intended for higher-complexity operations, its use consumes AI credits and is subject to the user’s available entitlement. In practice, it functions as an opt-in path for users who want ZoomMate to go beyond a lightweight response and perform the task at a more advanced and thorough level.

### Connectors

#### <mark style="color:blue;">Connectors link ZoomMate to external applications and business data sources</mark>

In ZoomMate, connectors are integrations that link the system to third-party applications and data sources such as Salesforce, Jira, Google Drive, OneDrive, and other external business platforms. These connections allow ZoomMate to work with information that exists outside the Zoom environment, expanding the range of context and actions available to support a user’s request.

By connecting ZoomMate to external systems, connectors can allow AI to read relevant business data, retrieve supporting context, and, where supported, take action within those connected platforms. This makes connectors an important part of how ZoomMate extends beyond Zoom-native content and operates across the broader set of tools and systems that organizations use to manage work.

### Web Access

#### <mark style="color:blue;">ZoomMate can use either a local browser extension or a cloud browser to carry out browser-based tasks</mark>

ZoomMate can use a web browser as an interactive environment for carrying out browser-based tasks as part of a user’s ZoomMate session. This can be done through either a local browser extension or a cloud browser. In both cases, the browser functions as a live execution surface through which ZoomMate can access and interact with web pages, web applications, and other browser-based experiences at the user’s direction. Rather than serving as a stored data source or knowledge repository, the browser provides ZoomMate with a way to perform tasks directly on websites and within active browser workflows.

Using the **local browser extension**, ZoomMate can work through the user’s active browser session and use the state already present in that browser environment. This allows ZoomMate to interact with websites and workflows available through the user’s local browser context. Using the **cloud browser**, ZoomMate can perform similar browser-based tasks in a separate sandbox environment hosted for ZoomMate rather than through the user’s local browser itself. This gives users two different browser access models depending on the task and the environment they prefer to use.

This browser capability allows ZoomMate to support tasks such as navigating websites, gathering information, completing browser-based workflows, and interacting with live web tools that are only available through an active browser session. When a browser session is closed, data used or collected by ZoomMate for that conversation or session, including screenshots, may be saved to the user’s conversation history. Cloud browser sessions may also be non-persistent, which means a user may need to start a new browser session when reopening a saved conversation.

Refer to Zoom’s support center for more information on [using web access with ZoomMate](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083738#mcetoc_1jpt2vhla8q).

### Web Content

#### <mark style="color:blue;">Web Content can supplement ZoomMate responses with public web content</mark>

If the **Web Content** setting is enabled, ZoomMate can search the public web to help answer general knowledge questions or requests that benefit from current external information. This allows ZoomMate to supplement available Zoom and connected business context with information drawn from online sources when relevant to the user’s request. When web content is used, ZoomMate can provide citations to the source material so users can see where the information came from.

### Local File Uploads

#### <mark style="color:blue;">Local file uploads can be used as context for ZoomMate conversations</mark>

If the **Local file uploads** setting is enabled, users can upload files up to 50MB directly to ZoomMate and use those files as context when submitting prompts. This allows users to ask questions about uploaded materials, reference their contents in follow-up requests, and use those files to support drafting, summarization, analysis, or other AI-assisted tasks.

When a file is uploaded by the user, it is stored in Zoom File Storage for up to seven days so it can continue to be used as context within the user’s ZoomMate conversation. This temporary storage period allows users to return to the same conversation and continue working with the uploaded material over time.

### Zoom Products

#### <mark style="color:blue;">ZoomMate can use Zoom-native content across the Zoom platform as response context</mark>

ZoomMate can use Zoom-native content from across the Zoom platform as data sources when responding to user prompts. Depending on the user’s request and available features, this can include information from resources such as Zoom Meetings, Zoom Canvas, Chat, Zoom Calendar, and other Zoom artifacts and experiences that contribute relevant context.

This allows ZoomMate to work across the conversations, documents, schedules, and collaboration artifacts already present within Zoom. By using Zoom-native content as part of its available context, ZoomMate can produce responses that are more grounded in the user’s work and more aware of activity already taking place across the platform.

### Third-Party Data Sources

#### <mark style="color:blue;">Connecting third-party data sources allows ZoomMate to draw from a wider body of organizational information</mark>

Connecting third-party data sources allows ZoomMate to work with a broader range of business context drawn from systems outside Zoom Workplace. These connected sources can include cloud storage platforms, customer relationship management systems, ticketing tools, knowledge repositories, support platforms, human resources systems, and other authorized enterprise services. By extending beyond a single application or repository, ZoomMate can access a wider body of organizational information relevant to a user’s request.

This broader context can improve how ZoomMate retrieves information, understands relationships between systems and records, and supports work that depends on multiple external sources. A request may rely on documents stored in a shared drive, customer account details in a CRM, an active support case, a project ticket, or content from an enterprise knowledge base. By connecting these third-party systems, ZoomMate can operate with a more complete view of external business context, helping produce responses that are more grounded, relevant, and useful.

#### <mark style="color:blue;">ZoomMate can connect to third-party services through API or MCP connections</mark>

ZoomMate can connect to supported third-party services through conventional API-based integrations or through MCP connections, depending on the service and connection model being used. These connection methods allow external systems to provide additional context and capabilities within the broader ZoomMate experience, extending access to information beyond Zoom Workplace itself.

This model allows ZoomMate to interact with a wider range of authorized business systems, including platforms for storage, customer records, ticketing, knowledge management, and other enterprise functions. Whether the connection is established through a standard API integration or through MCP, ZoomMate can use the connected service to retrieve relevant context, support user requests, and contribute to workflows that depend on information held outside the Zoom platform.

#### <mark style="color:blue;">Connecting ZoomMate to user-level data sources like email and calendar retrieves information through direct API access</mark>

User-level connections—such as email, calendar, or third-party cloud storage providers—allow ZoomMate to retrieve relevant information directly from the connected third-party service when needed to fulfill a user’s request. Rather than relying on a pre-indexed copy of that content, ZoomMate accesses the necessary email or calendar data at the time of the request through the associated API connection.

#### <mark style="color:blue;">Connecting ZoomMate to account-level data sources primarily uses indexed retrieval, with real-time MCP access when needed</mark>

Connecting ZoomMate to account-level data sources uses administrator-managed integrations to make external, account-scoped content available primarily through indexed retrieval by storing approved content in a customer-specific retrieval index for future queries. This indexed retrieval model allows ZoomMate to work efficiently across large bodies of organizational knowledge from connected systems such as Google Drive, Salesforce, ServiceNow, Confluence, Box, Zendesk, Seismic, Workday, and other supported services. For data that changes more dynamically or benefits from fresher request-time access, ZoomMate can also use MCP or similar real-time connection methods to retrieve information directly from the connected system when needed.

This combined model allows ZoomMate to work across both relatively stable organizational content and more current system state within the same broader experience. Indexed retrieval serves as the primary foundation for account-level knowledge access, while real-time MCP access complements that foundation for data that is better retrieved at the time of the request.

#### <mark style="color:blue;">Indexed account-level data is kept current through incremental synchronization</mark>

Indexed account-level data is not reprocessed in full each time a sync occurs. ZoomMate supports incremental synchronization, updating only content that has been added, modified, or otherwise changed since the previous sync rather than re-ingesting the entire connected dataset. This helps keep indexed knowledge current while reducing unnecessary processing across large enterprise repositories.

This incremental sync model supports the practical use of indexed retrieval at scale and allows ZoomMate to maintain a current working knowledge base from connected systems without requiring every file, record, or object to be fetched again during each update cycle.

#### <mark style="color:blue;">Administrators define which external content is eligible for indexed retrieval on the account-level</mark>

Indexed retrieval from connected account-level connectors is limited to the content administrators choose to make available to ZoomMate. For each supported integration, administrators can define the scope of indexed data by selecting or excluding specific repositories, objects, spaces, folders, drives, or similar content groupings supported by the connected system. These administrative selections establish the boundaries of what ZoomMate can index from that source and help ensure that indexed organizational knowledge reflects the account’s intended data scope.

Further, a connected system is not treated as an undifferentiated pool of information. Content that falls outside the administrator-defined scope is not included in indexed retrieval, even if the broader service itself is connected. This allows organizations to control which portions of an external system are incorporated into account-level indexed knowledge.

#### <mark style="color:blue;">Access to indexed and real-time third-party data is determined by source-system permissions</mark>

Access to connected third-party content depends on permission alignment between Zoom and the external platform. If users from the third-party service have not previously been mapped to Zoom users, administrators must complete a user mapping process that associates Zoom accounts with the corresponding accounts in the connected system, typically using identifiers such as email addresses. This mapping enables Zoom to evaluate access based on the user’s existing entitlements in the connected platform rather than treating connected data as broadly available within Zoom.

After a connection is established, Zoom can retain the information needed to enforce permission-aware access during retrieval. For indexed content, this includes both the selected content itself and permission metadata from the third-party platform, including the native user and group identifiers associated with access to that content. This allows ZoomMate to return contextually relevant results from indexed sources while continuing to respect the access model of the connected service.

The same third-party permission model also applies when ZoomMate uses real-time MCP access. Even when data is retrieved directly from the connected system at request time rather than from indexed storage, the user’s access remains governed by the permissions defined in that external service, including the current state of those permissions at the time of retrieval where applicable. In this way, both indexed retrieval and real-time access remain subject to the authorization model of the connected platform.

ZoomMate is also designed to retrieve only the content needed to fulfill the user’s request within the bounds of the connected system’s authorization model, helping align access with least-privilege principles rather than broad or unrestricted data exposure.

For example, an administrator may connect Google Drive and designate a shared drive as an approved data source for ZoomMate. During setup, Zoom can map Zoom users to their Google Drive identities and index both the approved content and the associated permission metadata for that shared drive. If a user has permission to access only the “Sales” folder, ZoomMate can retrieve content from files in “Sales” when needed to fulfill that user’s request, but cannot retrieve content from files in “Finance” unless Google Drive permissions also allow access there. The same principle applies when ZoomMate uses real-time access to retrieve current data from Google Drive: retrieval remains limited to the content the user is authorized to access at the time of the request.

Refer to Zoom’s support center for more information on [preparing your organization's content for ZoomMate indexing](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0084618).

### Skills

#### <mark style="color:blue;">Skills are reusable capabilities that gives ZoomMate a structured way to perform specific tasks</mark>

In practical terms, a skill allows ZoomMate to approach a request with a more targeted method than general conversation alone, using defined logic, steps, or connected capabilities suited to that type of work. This is useful when a task follows a recognizable pattern—such as preparing a briefing, generating a research report, organizing follow-up actions, or working with a particular business system—because the skill helps ZoomMate handle that work more consistently and effectively each time it arises.

A user might choose to use a skill when they want ZoomMate to do more than simply respond with general suggestions. Without a skill, ZoomMate may still be able to provide broad assistance, but it may approach each request as a one-off interaction. With a skill, ZoomMate can apply a repeatable method that is better aligned to the task, helping reduce manual prompting, improve consistency, and produce results that are more structured and useful. This is especially valuable for recurring work, where the same general process needs to be repeated across different topics, customers, projects, or meetings.

For example, a user preparing for a customer meeting might ask ZoomMate for a briefing. Without a dedicated skill, ZoomMate could still provide a general response based on the immediate prompt. With a meeting-preparation skill, however, ZoomMate could follow a more specialized process: retrieving related meeting history, pulling relevant account details, identifying open action items, organizing recent documents or chat context, and assembling those materials into a structured briefing. In that case, the user is better off with the skill because ZoomMate is not starting from scratch each time. Instead, it is using a reusable capability designed for that kind of work, which helps produce a more complete, relevant, and dependable result.

#### <mark style="color:blue;">ZoomMate includes default skills and can help identify new skills from recurring patterns of work</mark>

ZoomMate includes default skills that provide built-in support for common tasks and workflows. These default skills give users ready-made capabilities for types of work ZoomMate is already designed to handle in a structured way. In addition, ZoomMate can help identify when a user’s request reflects a repeatable pattern of work that may be useful beyond a single conversation. When that pattern is clear, ZoomMate can help define a new skill that captures the recurring method behind the task.

This allows skills to emerge not only from predefined product design, but also from real usage. A user may begin with a one-time request, but if the interaction reveals a repeatable process, ZoomMate can help express that process as a reusable skill. In this way, ZoomMate supports both out-of-the-box capabilities and the creation of new skills that are shaped by the user’s own workflows, priorities, and recurring tasks.

#### <mark style="color:blue;">Skills can be shared so reusable capabilities benefit other users and teams</mark>

Skills do not need to remain limited to the person who created them. When a user creates a skill that is useful for a particular kind of work, that skill can be shared with others so the same structured capability can be reused more broadly. This allows helpful methods for recurring tasks to extend beyond an individual user and support a wider team, group, or organization.

For example, a user may create a skill for generating a standardized customer briefing, a recurring research report, or a structured follow-up process after meetings. By sharing that skill, other users can benefit from the same reusable capability without needing to recreate the logic themselves. This helps organizations spread useful patterns of work more efficiently and allows ZoomMate skills to function as shared operational knowledge rather than only personal tools.

#### <mark style="color:blue;">Shared skills remain linked to the creator’s current version</mark>

When a user creates a skill in ZoomMate and shares it with colleagues, that shared skill remains tied to the creator’s maintained version rather than becoming a separate static copy for each recipient. This means that if the creator later updates the skill, those changes can flow through to the shared version used by others. In practice, this allows teams to benefit from ongoing improvements to a shared skill without requiring each user to recreate or manually replace it, helping keep shared capabilities aligned as the skill evolves over time.

### Projects

#### <mark style="color:blue;">Projects create scoped AI assistants tailored to a specific team, function, or workflow</mark>

Projects allow users to create scoped AI assistants designed for a particular job function, team, or recurring workflow. Rather than starting every interaction with a general-purpose assistant and re-establishing the same context repeatedly, a Project gives ZoomMate a predefined operating context. This allows the assistant to begin from a clearer understanding of the work it is intended to support.

A Project is shaped by the configuration the user provides. This includes a name, description, and a set of custom instructions that define the assistant’s purpose, behavior, tone, and boundaries. In this way, a Project functions as a structured container for intent. The Project provides the framework, while the user determines how the assistant should behave within that framework.

#### <mark style="color:blue;">Projects can combine instructions, tools, and knowledge into a single reusable configuration</mark>

Projects are valuable because they bring together the key elements an assistant needs to operate effectively in a particular context. In addition to instructions, a Project can include access to connected tools, integrated services, and selected knowledge sources. This allows the assistant to do more than respond conversationally by giving it the systems, reference materials, and capabilities needed to support the work it was created to handle.

For example, a Project may be configured with third-party integrations such as Salesforce, Jira, Google Drive, Confluence, Slack, HubSpot, or ServiceNow, along with Zoom-native capabilities such as Chat, Meetings, Recordings, Canvas, or Clips. Users may also attach skills that extend what the assistant can do, such as spreadsheet generation, presentation creation, or workflow-specific task support. In this way, a Project can serve as a unified configuration that brings together instructions, tools, and capabilities for a defined kind of work.

#### <mark style="color:blue;">Projects use bound knowledge sources to ground the assistant in relevant context</mark>

A Project can also be paired with selected knowledge sources that provide the assistant with informational grounding. These may include Zoom Docs, meeting recordings, chat channels, Google Drive files, OneDrive files, Gmail threads, Outlook messages, or other supported materials. Rather than granting blanket access to an entire repository, the Project is grounded in the specific resources the user chooses to bind to it.

This selective approach helps keep the assistant focused on the materials most relevant to the intended use case. Once those sources are attached, the assistant can retrieve from and reason over them when responding to requests within the boundaries of what has been explicitly included. This makes Projects useful when users want an assistant to operate with a defined body of knowledge rather than a broad, undefined information space.

#### <mark style="color:blue;">Projects provide a sandboxed environment for more capable multi-step work</mark>

Projects run in a sandboxed execution environment, known as Sandbox, which means the assistant can do more than generate conversational responses. Depending on its configuration, a Project can support code execution, file handling, document generation, data processing, and other multi-step operations. This makes Projects especially useful for work that depends on coordinated actions across several steps or systems.

In this sense, a Project is best understood as a container that defines what the assistant can access, how it should behave, and what kind of work it is equipped to perform. The value of a Project comes from how well that container has been configured to match the needs of the user, team, or workflow it is intended to support.

### Sandbox

#### <mark style="color:blue;">Sandbox lets ZoomMate perform advanced tasks in a separate environment</mark>

Sandbox is the isolated execution environment ZoomMate can use for tasks that require code execution, file generation, automation, or other advanced forms of processing. Rather than running those tasks on a user’s local machine or directly within Zoom’s primary production environment, Sandbox gives ZoomMate a separate place to carry out that work in a more controlled manner. This allows ZoomMate to support more sophisticated processing while maintaining separation from the user’s device and from core production services.

Sandbox is intended to support tasks that go beyond ordinary conversational assistance. For example, it may be used when ZoomMate needs to execute code, generate files, render outputs, or support other tool-driven operations that require a dedicated execution layer. In some cases, Sandbox may also support a browser-based preview or interactive workspace for viewing generated outputs or carrying out related steps within the execution flow.

#### <mark style="color:blue;">Sandbox runs on Zoom’s AWS infrastructure</mark>

Sandbox runs on Zoom’s AWS infrastructure rather than on the user’s local device. This means tasks that depend on Sandbox are processed in Zoom’s cloud environment using a separate execution layer designed for those advanced operations.

#### <mark style="color:blue;">Sandbox is designed to be short-lived and isolated</mark>

Sandbox is not intended to function as a permanent user workspace. In general, a sandbox instance exists for a limited period of time and is then automatically removed, helping manage resources while keeping execution temporary by default. This means Sandbox is best understood as a short-lived environment used to complete a task rather than as a persistent computing session; however outputs (such as generated Slides) from the Sandbox are retained as part of the session history.

Sandbox is also designed to run in isolation. Sessions are containerized and restricted, with controls intended to limit access, enforce allowed execution paths, and prevent direct interaction with host systems. In this way, Sandbox helps provide a bounded environment for advanced ZoomMate tasks rather than an unrestricted computing layer.

## **Features**

### Actions

#### <mark style="color:blue;">Actions are the execution layer that helps ZoomMate turn requests into completed work</mark>

In ZoomMate, Actions are the execution-oriented tasks the system can perform to help move work from discussion into outcome. Rather than stopping at a response, recommendation, or summary, an Action allows ZoomMate to carry out the next step of the work itself. This can include creating a document, building a slide deck, sending a follow-up, conducting research, organizing tasks, or performing another result-oriented task on the user’s behalf.

This execution layer is what helps distinguish ZoomMate from a system that only answers questions. Actions allow ZoomMate to help complete work, not just describe it, making them a central part of how the platform supports users from conversation to completion.

#### <mark style="color:blue;">Actions can be triggered through conversation, context, or follow-up needs</mark>

Actions can begin in several different ways. A user may invoke an Action directly through a natural-language prompt, such as asking ZoomMate to prepare a summary, create a plan, or send an update. In other cases, an Action may be suggested based on the surrounding context, such as a meeting that produced action items, a document that needs to be turned into a presentation, or a conversation that clearly requires follow-up.

This means Actions are not limited to one type of entry point. They can emerge from direct user intent, the content of an ongoing interaction, or the recognized need for a next step. In each case, ZoomMate uses the request and available context to determine what work should be performed.

#### <mark style="color:blue;">Actions can create outputs, carry out tasks, and update connected systems</mark>

Actions can take many forms depending on the task at hand. Some Actions create outputs, such as documents, research briefs, slide decks, or summaries. Others carry out tasks, such as organizing follow-up work, preparing a meeting briefing, or assembling materials from multiple sources. Where supported, Actions can also update connected systems by interacting with external tools and services as part of completing a request.

This makes Actions broader than simple content generation. They can combine retrieval, reasoning, creation, and system interaction into a single execution path. As a result, ZoomMate can help users not only understand what should happen next, but also produce the deliverables or changes needed to move the work forward.

#### <mark style="color:blue;">Actions may run automatically or involve user review and approval</mark>

Depending on the task, Actions may be completed automatically or may include a human in the loop through review, confirmation, or approval before execution is finalized. This helps preserve user control, especially when an Action affects communications, deliverables, or connected external systems. In many cases, ZoomMate can prepare the work, present it for approval, and then complete the final step once the user confirms.

This balance allows Actions to support meaningful automation without removing oversight. ZoomMate can therefore help reduce manual effort and speed up execution while still allowing users and organizations to maintain appropriate control over how and when actions are carried out.

### Agentic Search

#### <mark style="color:blue;">Agentic search connects Zoom, web, and integrated data sources to surface more relevant context</mark>

Agentic search is an intelligent search capability that allows ZoomMate to retrieve and connect relevant information across Zoom-native content, uploaded files, public web sources, and authorized third-party systems. Because Zoom operates as a unified environment for conversations, documents, schedules, and other work artifacts, ZoomMate can search across those connected materials in a more integrated way rather than treating each source as a separate destination.

This search model can use Zoom artifacts, temporary file uploads, and enabled web content alongside indexed third-party business data to surface a broader and more useful body of context. When necessary, it can also attempt real-time retrieval from connected external systems to obtain fresher information at request time. The result is a more dynamic search experience that helps ZoomMate connect insights across sources and return more relevant, context-aware results.

#### <mark style="color:blue;">A user’s quantity of indexed data varies by their assigned ZoomMate license</mark>

The amount of data that can be indexed and made available for use within ZoomMate may depend on the user’s applicable license, service tier, or other entitlement. This means the indexed memory or retrieval capacity available to one user or account may differ from that available to another, depending on the ZoomMate offering that has been assigned or purchased.

In practice, this can affect how much indexed content is available to support ZoomMate experiences over time. Users with broader entitlements may have access to a larger indexed data allocation, while users with more limited entitlements may have a smaller amount of indexed capacity available. As a result, the amount of indexed data available for retrieval and AI-assisted use is not necessarily uniform across all ZoomMate users or deployments.

Refer to Zoom’s support center for more information on [understanding and managing Zoom AI Credits](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0085614).

### Agentic Workflows

#### <mark style="color:blue;">Workflows: Custom automations that help simplify your work</mark>

Workflows give users a simple, powerful way to automate recurring tasks using natural-language instructions. Whether starting from an out-of-the-box template or building a workflow from scratch, users can describe the task they want to automate, add any needed inputs or context, and set the schedule. ZoomMate then designs the workflow accordingly, reducing the need to manually repeat the same follow-up steps each day or week.

For example, a user can create a workflow that reviews all of their meeting summaries from the week and automatically delivers a consolidated report every Friday at a time of their choosing. The report can highlight key decisions, action items, and responsibilities, and it can also include a “looking forward” section that outlines upcoming priorities. Once set up, the workflow can run on its own—no manual intervention required.

<div data-with-frame="true"><figure><img src="/files/jpcxRWOHWrUKLS3fVEnW" alt=""><figcaption><p>Example of building a Workflow using natural language prompting</p></figcaption></figure></div>

This example is just the beginning—a well-designed workflow can go beyond summaries and reporting, including the ability to execute follow-up actions on the user’s behalf, such as creating a Daily Reflection Report or sending updates and structured data to third-party tools like Slack. This gives users a flexible way to streamline routine work, reduce manual effort, and stay consistently aligned with their own priorities.

Refer to Zoom’s support center for more information on [using Workflows](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0083738#mcetoc_1jc9o690i2m).

#### <mark style="color:blue;">Agentic Workflows: Custom automations that can incorporate Zoom and other third-party services</mark>

Agentic Workflows extend workflow automation beyond Zoom-native actions by allowing automations to interact with connected third-party services as part of completing a task. Like standard workflows, they can be created from natural-language instructions and used to automate recurring work. The difference is that Agentic Workflows can go beyond internal Zoom context and invoke actions or retrieval across supported external systems when the workflow requires it.

This allows users to automate processes that span both Zoom and other business platforms. For example, an Agentic Workflow might review a meeting summary in Zoom, identify follow-up work, create a related item in Jira, update a record in Salesforce, or send structured information to another connected service. In this way, Agentic Workflows help turn ZoomMate from an in-platform automation tool into a broader cross-system automation layer that can coordinate work across the tools an organization already uses.

Agentic Workflows are especially useful when the desired outcome depends on action outside Zoom itself. While a standard workflow may be sufficient for summarizing meetings, generating reports, or organizing Zoom-native outputs, an Agentic Workflow is better suited for processes that require third-party retrieval, external writes, or interaction with connected services as part of the workflow’s execution.

| Aspect           | “Standard” Workflows                                                                            | Agentic Workflows                                                                               |
| ---------------- | ----------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| Primary scope    | Automate recurring tasks within Zoom                                                            | Automate recurring tasks across Zoom and connected third-party services                         |
| External systems | Do not invoke third-party services (except the Send email node for Microsoft Outlook and Gmail) | Can invoke supported third-party services and functions                                         |
| Best suited for  | Zoom-native summaries, reports, reminders, and follow-up tasks                                  | Cross-system processes involving external retrieval, updates, or actions                        |
| Data and actions | Operate on Zoom context and outputs                                                             | Can combine Zoom context with actions in tools such as CRM, ticketing, or collaboration systems |
| Example          | Generate a weekly report from meeting summaries                                                 | Generate a weekly report and send structured follow-up data to Jira, Salesforce, or Slack       |

#### <mark style="color:blue;">Workflows are best suited for repetitive tasks that require consistent, repeatable outcomes</mark>

Workflows are most effective when the task follows a known pattern and benefits from being performed the same way each time. This makes them well suited for recurring activities such as compiling updates, generating reports, distributing information, or carrying out routine follow-up actions after a meeting, event, or status change. In these cases, the value of a workflow comes from reducing manual repetition while producing dependable results.

#### <mark style="color:blue;">Workflows automate structured processes through controlled and predictable execution</mark>

A workflow follows a defined sequence of steps to complete a task in a controlled manner. Rather than deciding dynamically what to do next in the way an agent might, a workflow carries out the logic, instructions, and actions that have been established for that process. This makes workflows especially useful in situations where consistency, predictability, reliability, and traceability are important.

#### <mark style="color:blue;">Workflows can be triggered manually, by events, or on a defined schedule</mark>

Workflows can begin in different ways depending on the task they are designed to support. A user may start a workflow directly, a workflow may run automatically after a defined event such as the end of a meeting or the creation of a new record, or it may run on a schedule such as every morning, every Friday afternoon, or at another recurring time. This flexibility allows workflows to support both user-initiated tasks and background automation that operates with little ongoing effort.

#### <mark style="color:blue;">Agentic Workflows involve third-party systems and consume credits</mark>

Agentic workflows are workflows that use third-party systems, data sources, or connectors to retrieve information, update records, or take action outside the Zoom environment. For example, a workflow that connects to Jira to update a ticket, retrieve issue details, or trigger an action in another external application would be considered agentic.

Because agentic workflows consume AI credits, they are designed to be used by users with an assigned ZoomMate license. Workflows that remain entirely within Zoom—using only Zoom data, Zoom services, or Zoom-native functions—are not considered agentic for this purpose and do not require a ZoomMate license.

#### <mark style="color:blue;">Workflows can operate independently or be invoked by agents as part of larger tasks</mark>

A workflow can run on its own to automate a specific task, but it can also serve as a building block within a broader ZoomMate experience. In more complex scenarios, an agent may invoke one or more workflows as part of fulfilling a larger request. This allows workflows to provide structured execution for well-defined tasks while supporting more adaptive, multi-step interactions when used alongside agents.

### Scheduled Tasks

#### <mark style="color:blue;">Scheduled tasks are recurring automations that help reduce friction across repeat work</mark>

Scheduled tasks are recurring automations that run on a defined schedule to help users reduce the manual effort associated with tasks that repeat over time. Rather than requiring a user to remember, initiate, or reconstruct the same process each day or week, a scheduled task allows ZoomMate to perform that work automatically at the appropriate time. This makes scheduled tasks especially useful for recurring activities such as daily briefings, weekly roll-ups, meeting preparation, action item tracking, and other routine summaries or follow-up processes.

Scheduled tasks can help ZoomMate identify repeated patterns of work and turn them into ongoing automation opportunities. For example, ZoomMate may analyze a user’s recent meetings, chats, and documents to identify recurring tasks that could be automated, then propose a set of scheduled tasks for the user to review and confirm. Those tasks might include drafting a daily standup update, producing a recurring digest from high-volume channels, checking related documents for discrepancies, generating a weekly meeting summary roll-up, or extracting action items after a set period of meetings. In this way, scheduled tasks help convert repeated work into a persistent automation that runs at regular intervals with less ongoing user effort.

#### <mark style="color:blue;">Scheduled Tasks run recurring work on a set cadence, while Workflows define repeatable processes</mark>

Because both features automate work and help reduce repeated effort, **Scheduled Tasks** and **Workflows** can be easy to confuse. They often overlap in practice, and from the user’s perspective they may sometimes feel similar. The key difference is that Scheduled Tasks are centered on recurring, time-based execution, while Workflows describe the broader automation process that defines how the work is performed.

**Scheduled Tasks** are a more specific form of automation focused on recurring work that happens at regular intervals. They are typically used for tasks such as daily updates, weekly summaries, recurring meeting preparation, or other routine activities that benefit from running automatically on a defined schedule. In this sense, Scheduled Tasks emphasize **when** work runs.

**Workflows** are structured automations that define how a task should be carried out. They can include a sequence of steps, logic, inputs, and outputs, and they may be triggered manually, by an event, or on a schedule. Their main purpose is to automate a known process in a consistent and repeatable way. In this sense, Workflows more broadly define **how** the work is performed.

### AI Agents

#### <mark style="color:blue;">AI agents: AI assistants built in Zoom Chat that can help you be more productive</mark>

AI agents allow users to interact with AI in a more dynamic and adaptive way within Zoom Chat, either through a direct interaction with the agent or by adding an agent to a chat channel. Rather than following a fixed sequence of predefined steps—like one might do with a Workflow—agents can interpret a user’s natural language request, reason about the task, determine what information or tools are needed, and take action across connected or authorized systems and workflows. This makes them especially useful for requests that are broader, less structured, or require coordination across multiple sources of context.

For example, a user may create a custom sales agent to prepare them for an upcoming customer meeting. In response, the agent can gather relevant meeting history, review related documents, pull in connected business context from a CRM, identify open action items, and help produce a briefing document or follow-up materials. Instead of requiring the user to manually assemble each piece of information, the agent can coordinate those steps as part of a larger conversational request.

Agents can also help bridge the gap between information and execution. A user might ask an agent to summarize recent project activity, identify unresolved issues, draft a status update, and prepare the next set of follow-up actions. In these cases, the agent can perform multiple tasks. It can coordinate context, invoke tools or workflows when needed, and help move work forward through a more unified experience.

#### <mark style="color:blue;">AI agents are best suited for complex tasks that require reasoning, coordination, and adaptation</mark>

AI agents are most effective when a task cannot be reduced to a single repeated procedure in the way a Workflow often can. Instead, they are well suited for requests that involve multiple steps, changing context, ambiguous inputs, or the need to decide what should happen next. In these situations, the value of an agent comes from its ability to interpret intent, reason across available information, and coordinate an appropriate response through first and third-party resources when applicable.

#### <mark style="color:blue;">AI agents can be paired with Knowledge sources for additional context and more relevant responses</mark>

AI agents can be paired with selected Knowledge sources to give them more contextual grounding when responding to requests or carrying out tasks. These Knowledge sources can include materials such as Zoom Canvas documents, chat channels, recurring meetings, and other supported Zoom-native resources that provide relevant background, history, or reference information. By pairing an agent with these sources, organizations and users can help ensure that the agent’s responses are better informed by the specific work context in which it is expected to operate.

For example, an agent paired with a recurring meeting may be able to draw on the summaries and context generated from that meeting series, helping it answer questions, synthesize patterns over increased context, or perform related tasks with greater continuity. In the same way, pairing an agent with a Zoom Canvas document or a chat channel can help it work from a richer body of knowledge that reflects the team’s ongoing materials, discussions, and priorities.

#### <mark style="color:blue;">AI agents are commonly triggered through conversation, but can also operate on a fixed schedule</mark>

AI agents are most often initiated through natural-language interaction or contextual user requests, allowing users to ask an agent to investigate an issue, prepare a deliverable, or help complete a task. In these cases, the agent can determine how best to proceed based on the request and the available context. At the same time, agents can also be configured to perform tasks on a fixed schedule when the use case calls for recurring or time-based execution. This makes agents useful both for work that begins with a conversational request and for work that benefits from regular, automated follow-through.

#### <mark style="color:blue;">AI agents can orchestrate workflows, tools, and connected knowledge sources as part of a larger task</mark>

AI agents can function as coordinators across the broader ZoomMate environment. In more advanced scenarios, an agent may invoke workflows, retrieve information from connected systems, use available tools, and combine those capabilities into a larger multi-step response. This allows workflows to provide reliable execution for defined tasks while agents provide the reasoning and orchestration needed for more flexible end-to-end experiences.

### Custom Avatars

#### <mark style="color:blue;">Bring your scripts to life with dynamic AI avatars</mark>

Custom Avatars enable users to create a personalized virtual avatar using their recorded video and voice, or select from a list of pre-provided avatars. Once an avatar is selected or generated, users can upload a script that is transformed into a Zoom Clip, with the avatar narrating the content in a natural voice and, if applicable, the user’s likeness.

<div data-with-frame="true"><figure><img src="/files/iWHMzsneLYsy3l9g5dof" alt="" width="563"><figcaption><p>The custom avatar clip creation interface</p></figcaption></figure></div>

This feature is especially useful for businesses looking to scale video production efficiently, allowing users to create training materials, lessons, and presentations with just a transcript—reducing production time while maintaining quality, personalized video content.

For example, a compliance officer may need to remind employees of quarterly training requirements. Rather than recording a new message or sending another lengthy email, they use their custom avatar to generate a brief, direct video reminder from a script—quickly reinforcing the message while keeping communication efficient and repeatable.

Custom avatars also support multiple languages, enabling users to upload a script in any supported language and generate output in the same language, or produce a copy in an alternative language. For example, if a user records their custom avatar likeness in English, they can upload a script in Spanish or Russian and will receive a clip spoken in the corresponding language that reflects their authentic voice. Alternatively, a user can upload a script in English, and also receive copies of the clip in Spanish or Russian. The current list of supported languages includes:

| <ul><li>Chinese (Simplified) </li><li>Chinese (Traditional) </li><li>Dutch </li><li>English </li><li>French </li><li>German</li></ul> | <ul><li>Indonesian </li><li>Italian </li><li>Japanese </li><li>Korean </li><li>Polish</li></ul> | <ul><li>Portuguese </li><li>Russian </li><li>Spanish </li><li>Swedish </li><li>Turkish</li></ul> |
| ------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------ |

Refer to Zoom’s support center for more information on [creating clips with Custom Avatars](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080200).

### Custom Dictionary

#### <mark style="color:blue;">Provide Zoom with your business’s or industry’s language and jargon for better captions and transcripts</mark>

Custom Dictionary enhances Zoom’s ability to recognize and incorporate your organization's specialized terms, industry jargon, and acronyms, resulting in more accurate and contextually relevant meeting captions, transcripts, and summaries.

When utilized, Zoom’s automatic speech recognition service will reference the account’s Custom Dictionary during the captioning process, resulting in more accurate meeting captions, transcripts, and summaries.

This feature is especially beneficial for industries that rely on specialized language, such as healthcare, finance, or manufacturing sectors, where precision in communication is crucial. A Custom Dictionary is designed to help Zoom AI adopt the unique vocabulary of the organization, improving the relevance and quality of AI-generated responses.

For example, imagine a legal team using Zoom AI to generate a meeting summary from a strategy session where one attorney says, “We need to prepare a memorandum regarding the Daubert standard and its applicability in this tort case.” Without a legal custom dictionary in place, it can be difficult to accurately identify uncommon words like “Daubert,” potentially rendering it as “Dahlberg” or “dog bird,” which could lead to confusion or misinterpretation. However, with a domain-specific dictionary that defines terms like “Daubert,” “tort,” and “voir dire,” Zoom AI is better equipped to recognize and transcribe specialized language.

<div data-with-frame="true"><figure><img src="/files/XpEGomlk8fEdM3HbRUp6" alt="" width="563"><figcaption><p>Adding words to a custom dictionary</p></figcaption></figure></div>

Refer to Zoom’s support center for more information on [creating and managing Custom Dictionaries.](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080313)

### Custom Meeting Summary Templates

#### <mark style="color:blue;">Standardized summaries defined at the account or group level</mark>

Custom Meeting Summary Templates allow account administrators to create and manage standardized meeting-summary formats for use across their organization. Unlike Personal Meeting Summary Templates, which are created and managed by individual users for their own preferences, Custom Meeting Summary Templates are defined at the account or group level to support consistent summary structure, language, and emphasis across users who have access to them.

These templates are useful when an organization wants meeting summaries to follow a specific format that reflects internal standards, business processes, or reporting expectations. For example, a company may want every meeting summary to include sections for business decisions, customer risks, follow-up owners, compliance considerations, or other categories that are not fully reflected in Zoom’s default templates. In that case, an account administrator can configure a custom template so that eligible users can generate post-meeting summaries that align with the organization’s preferred structure.

<div data-with-frame="true"><figure><img src="/files/IXLj6oCcuYCctUffCHjY" alt="" width="563"><figcaption><p>Example of a new custom template</p></figcaption></figure></div>

This model helps organizations promote greater consistency in how meeting outcomes are documented and shared. Rather than relying on each user to create their own preferred format, the account can define a common summary framework that supports more standardized communication, review, and follow-through across teams.


# AI Productivity Suite

An introduction to the Zoom AI Productivity Suite

## **AI Productivity Suite**

Zoom AI Productivity Suite is a unified collection of AI-enhanced creation tools—Paper, Canvas, Sheets, and Slides—built directly into Zoom to help teams create, collaborate, and deliver without leaving the platform. These products help turn ideas and meeting discussions into ready-to-share documents, plans, spreadsheets, and presentations in minutes, helping work move naturally from conversation to deliverable—all within Zoom.

Zoom AI Productivity Suite’s features are available with a ZoomMate or AI Productivity Suite license through Zoom’s AI credit models. Users without either of these licenses can still access the product, but without AI-powered features and subject to the tier usage limitations of their Zoom Workplace plan. Zoom AI features in Zoom Canvas remain available to paid Zoom Workplace plans without requiring a ZoomMate or AI Productivity Suite license.

## **Zoom Canvas**

#### <mark style="color:blue;">Zoom Canvas is a flexible workspace for writing, planning, data, and collaboration</mark>

Zoom Canvas is a flexible, AI-powered workspace within Zoom Workplace designed to support a wide range of work in a single surface. Rather than functioning only as a traditional document editor, Canvas combines rich writing, structured data, embedded content, and collaborative workflows in one environment. This allows users to move more easily between documenting ideas, organizing information, tracking work, and developing deliverables without switching between separate tools.

<div data-with-frame="true"><figure><img src="/files/XUbFxMWbmgFWCr6MSf31" alt="" width="563"><figcaption><p> Example of a a Zoom Canvas doc using text and data tables</p></figcaption></figure></div>

This flexibility makes Canvas useful for many kinds of work, including meeting follow-up, project planning, content development, research organization, process documentation, and cross-functional collaboration. In this sense, Canvas is not limited to one format or one workflow. It is designed to accommodate both free-form writing and more structured operational work within the same workspace.

Refer to Zoom’s support center for more information on [using Zoom Canvas](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076443).

#### <mark style="color:blue;">Zoom Canvas combines rich documents, structured data, and embedded content in a single surface</mark>

Canvas supports rich document creation with flexible layout and formatting options, allowing users to create notes, plans, proposals, briefs, and other working materials in a more open-ended workspace. At the same time, Canvas can incorporate structured elements such as data tables, multiple data views, and forms, making it useful not only for writing but also for tracking projects, organizing information, and managing repeatable processes.

Canvas can also include embedded media and external content, such as images, audio, video, web cards, and linked materials from other services. This allows teams to keep supporting context, reference materials, and working content closer together within the same document surface. As a result, Canvas can function not only as a place to write, but also as a unified workspace for assembling and working through multiple kinds of information at once.

#### <mark style="color:blue;">Zoom AI can help users create, structure, and act on content within Canvas</mark>

With Zoom AI, Canvas can help users generate content, reorganize information, summarize materials, and develop next steps based on the context available across Zoom. This makes Canvas especially useful for turning conversations into more structured outputs such as project plans, working drafts, structured notes, meeting follow-up documents, and other living materials that continue to evolve over time.

Zoom AI can also support work that involves structured information inside Canvas, including helping users automate data entry, generate insights, and work more efficiently with information captured in tables or related content structures. In this way, Zoom AI helps Canvas function not only as a place to store work, but also as a surface where content can be actively developed, refined, and turned into action.

#### <mark style="color:blue;">Zoom Canvas helps reduce the gap between conversation and execution</mark>

One of Canvas’s strongest roles within Zoom Workplace is its ability to connect collaboration directly to the work products that follow from it. A team’s work may begin in a meeting, continue through chat or other discussion, and then be carried forward in Canvas as a structured document or project workspace. Instead of treating documentation as something that happens separately after the conversation, Canvas helps make documentation, planning, and execution part of the same flow of work.

For example, a team may begin with a project discussion in a meeting, generate a meeting summary, and then use Zoom AI to expand that summary into a structured working document in Canvas. From there, the team can refine the document collaboratively, add embedded reference materials, track next steps in data tables, and continue developing the work in the same shared environment. This helps keep the resulting work product connected to the conversations, decisions, and follow-up actions that produced it.

#### <mark style="color:blue;">Zoom Canvas supports real-time collaboration, templates, and workflow-driven work</mark>

Canvas is also designed as a collaborative surface rather than a solitary writing tool. Multiple users can edit at the same time, collaborate during live Zoom meetings, leave comments, tag one another for feedback or follow-up, and manage shared access according to the needs of the team. This makes Canvas useful not only for producing content, but also for coordinating work around that content.

To support recurring business needs, Canvas can also be used with templates, imported materials, and workflow automations. Teams can begin from prebuilt structures for common use cases, bring existing files into Canvas, and use automation to connect form submissions, meeting outputs, chat notifications, and tracked tasks. This broader capability helps position Canvas as a unified collaboration hub rather than just a page for notes or drafting.

## **Zoom Paper**

#### <mark style="color:blue;">Zoom Paper is a structured writing environment for polished long-form documents</mark>

Zoom Paper is an AI-first document editor within Zoom Workplace designed for sustained writing, structured authoring, and document refinement. While Zoom Canvas supports a more flexible and multi-dimensional workspace for collaboration, planning, and embedded content, Zoom Paper is designed for documents that benefit from stronger structure, clearer formatting, and a more focused writing experience. This makes it especially well suited for reports, proposals, briefs, policy documents, contracts, research materials, and other professional documents that require refinement and presentation quality rather than open-ended spatial collaboration.

<figure><img src="/files/DkploDTabIpYgllcRwpS" alt="" width="563"><figcaption><p>Example of a Zoom Paper doc in standard template with a college lesson plan</p></figcaption></figure>

This distinction is important because not all work benefits from the same kind of document surface. Some work begins in a flexible workspace, but later needs to become a polished deliverable with consistent formatting, controlled revision, and clearer editorial structure. Zoom Paper serves that role within Zoom Workplace by providing a text-centric environment for developing more formal written outputs.

Refer to Zoom’s support center for more information on [getting started with Zoom Paper](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0085665).

#### <mark style="color:blue;">Zoom Paper focuses on drafting, rewriting, and refining structured content with AI assistance</mark>

Zoom Paper is designed to help users move more efficiently from rough ideas, meeting outputs, or imported source material into finished written documents. With Zoom AI, users can generate first drafts, rewrite sections, summarize content, adjust tone, translate text, and reorganize material as needed throughout the writing process. This allows Zoom Paper to function not only as a place to write, but also as an environment for iterative improvement and editorial refinement.

Because this assistance is built directly into the authoring experience, users can continue developing content without leaving the Zoom environment or manually shifting between disconnected tools. This is particularly useful when transforming meeting notes, summaries, research findings, or planning materials into more formal outputs that require clearer writing, stronger structure, and a more polished presentation.

#### <mark style="color:blue;">Zoom Paper helps transform conversations and source materials into finished deliverables</mark>

One of Zoom Paper’s strongest roles is helping users convert raw or semi-structured content into professional written outputs. Discussions from meetings, notes captured in Zoom, imported files, and other supporting materials can serve as the basis for a more refined document inside Paper. Instead of treating writing as a separate stage disconnected from the conversations that informed it, Zoom Paper helps users carry that context forward into the authoring process.

For example, a team may begin with a meeting discussion, produce a meeting summary, and then use Zoom Paper to turn those materials into a formal proposal, internal brief, or structured report. AI assistance can help draft the initial version, reorganize sections for clarity, and refine the tone to match the intended audience. In this way, Zoom Paper helps reduce the gap between discussion and document production while preserving the business context behind the final output.

#### <mark style="color:blue;">Zoom Paper supports collaboration, review, and controlled document evolution</mark>

Although Zoom Paper is designed for more focused long-form writing, it still supports collaborative authoring and review within Zoom Workplace. Multiple users can co-author in real time, provide inline comments, mention collaborators, and participate in threaded discussion directly within the document. This makes Paper useful not only for individual writing, but also for team-based drafting, revision, and review cycles.

Paper also supports more controlled document development through features such as version history, structured editing, and export to common external formats. These capabilities help users manage how a document evolves over time and make it easier to maintain consistency across revisions. This is especially important for documents that require stronger governance, clearer ownership, or more formal review processes than an open-ended collaborative workspace typically provides.

#### <mark style="color:blue;">Zoom Paper is designed for document fidelity, consistency, and professional output</mark>

Zoom Paper emphasizes structured document creation over free-form layout. It is not intended to function as an infinite-canvas or whiteboard-style environment. Instead, it is optimized for the production of clear, well-formatted, and professionally usable written content. This makes it especially valuable in settings where consistency, readability, brand alignment, or policy compliance matter.

Because it operates within the broader Zoom Workplace ecosystem, Paper can also remain connected to related tools such as Canvas, Slides, and Sheets. This allows users to move between collaborative workspace development, structured writing, presentation creation, and data-supported work while staying within a connected productivity environment. In this sense, Zoom Paper is best understood as the long-form authoring layer within Zoom’s broader AI productivity suite: a place where ideas, meeting outcomes, and working materials can be refined into finished documents suitable for broader use and distribution.

## **Zoom Sheets**

#### <mark style="color:blue;">Zoom Sheets is a structured data workspace for analysis, tracking, and collaboration inside Zoom Workplace</mark>

Zoom Sheets is Zoom Workplace’s intelligent spreadsheet and structured data tool, designed for teams that need to organize, analyze, and maintain tabular information without relying entirely on separate external spreadsheet platforms. It brings spreadsheet-style work into the same broader environment where meetings, chats, documents, and follow-up processes already take place, helping reduce the fragmentation that often exists between data work and the rest of the workday.

<figure><img src="/files/6NiDLzgLIy9zRUQrPj6w" alt="" width="563"><figcaption><p>Example of a Zoom Sheets doc</p></figcaption></figure>

This makes Zoom Sheets especially useful for work that depends on recurring operational data, project tracking, reporting inputs, forecasting, or collaborative analysis. Rather than treating spreadsheets as a disconnected destination, Zoom Sheets helps position structured data as part of a more connected productivity experience across Zoom Workplace.

Refer to Zoom’s support center for more information on [getting started with Zoom Sheets](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0084933).

#### <mark style="color:blue;">Zoom Sheets combines traditional spreadsheet functionality with AI-assisted data work</mark>

Zoom Sheets supports the core functions users expect from a spreadsheet environment, including structured tables, formulas, charts, version history, and collaborative editing. At the same time, it adds AI-assisted capabilities that help users work with structured data more efficiently. This can include natural-language prompts for spreadsheet tasks, AI-generated formulas, assistance with data transformation, and contextual support for analysis and editing within the sheet itself.

These capabilities are especially valuable for users who understand the business question they want to answer but do not want to manually construct every formula or data manipulation step themselves. By helping translate intent into spreadsheet actions, Zoom Sheets lowers the friction of working with data and makes structured analysis more accessible within the Zoom environment.

#### <mark style="color:blue;">Zoom Sheets helps transform raw or unstructured information into usable structured data</mark>

One of Zoom Sheets’ strengths is its ability to help users move from loosely structured inputs into more usable tabular data. Unstructured or semi-structured information, such as pasted content or copied tables, can be converted into more organized spreadsheet form for analysis and tracking. This allows teams to bring information into a structured environment more quickly and work with it in a way that supports clearer reporting, monitoring, and decision-making.

This is useful in a wide range of scenarios, from budgeting and KPI tracking to project dashboards, sales analysis, and operational reporting. In these cases, Zoom Sheets acts not only as a place to store numbers, but as a workspace where structured information can be cleaned, organized, interpreted, and turned into more useful outputs.

#### <mark style="color:blue;">Zoom Sheets supports collaborative analysis within the broader Zoom ecosystem</mark>

Because Zoom Sheets exists within Zoom Workplace, structured data can remain closer to the conversations and collaborative workflows that depend on it. Teams can edit sheets together in real time, reference data during meetings, and connect spreadsheet work more naturally to Zoom Canvas, Chat, Meetings, and other Zoom-native experiences. This makes Sheets useful not only for individual analysis, but also for collaborative interpretation and decision-making.

This broader integration is important because many spreadsheet tasks are not performed in isolation. Teams often review data while discussing priorities, making plans, or coordinating follow-up actions. By keeping that work inside the Zoom ecosystem, Sheets helps users analyze and update structured information in a more connected and context-aware way.

#### <mark style="color:blue;">Zoom Sheets supports automation, templates, and operational workflows</mark>

Zoom Sheets is also useful as an operational layer for recurring business processes. Templates can help users start from predefined structures for tasks such as reporting, invoicing, to-do tracking, or project management, while workflow automation can support actions that depend on structured data. This makes Sheets valuable not only for one-time analysis, but also for repeatable data-driven workflows that benefit from consistency and integration.

For example, a team may use Zoom Sheets to track project progress, analyze campaign performance, manage inventory, or monitor recurring business metrics. In these cases, Zoom Sheets provides a shared data surface that supports both day-to-day data maintenance and broader Zoom AI or workflow-driven follow-up. This helps make structured data part of the larger flow of work rather than a separate operational silo.

#### <mark style="color:blue;">Zoom Sheets is designed for structured grid-based work rather than free-form spatial editing</mark>

Zoom Sheets is optimized for spreadsheet-style data management rather than open-ended layout or free-form composition. Users work within a defined grid and structured table environment rather than an infinite or spatial canvas. This makes Sheets best suited for work that depends on rows, columns, formulas, and tabular logic rather than more flexible writing or layout-oriented workflows.

In this sense, Zoom Sheets complements other Zoom Workplace tools rather than replacing them. Canvas provides a more flexible collaborative workspace, Paper supports structured long-form writing, and Sheets provides the structured data layer. Together, these tools allow Zoom Workplace to support different kinds of work in forms that are better matched to the content being created or managed.

## **Zoom Slides**

#### <mark style="color:blue;">Zoom Slides is a presentation workspace for turning ideas, meetings, and documents into polished decks</mark>

Zoom Slides is an AI-powered presentation authoring tool within Zoom Workplace designed to help users create, edit, and present slide decks without leaving the Zoom environment. Rather than requiring teams to move into a separate presentation platform, Slides keeps presentation development close to the meetings, documents, and collaborative work that inform it. This makes it especially useful when presentation materials are closely tied to live discussions, planning documents, research findings, or other Zoom-native work artifacts.

<div data-with-frame="true"><figure><img src="/files/n61YGQljmCFts9YNSL9B" alt="" width="563"><figcaption><p>Example of Zoom Slides, showcasing AI-generated slides</p></figcaption></figure></div>

By existing inside the broader Zoom Workplace environment, Slides helps reduce the time and friction that often come with moving from discussion to presentation. Instead of treating a slide deck as something created elsewhere after the work is finished, Zoom Slides helps position presentation creation as part of the same connected workflow.

Refer to Zoom’s support center for more information on [getting started with Zoom Slides](https://support.zoom.com/hc?id=zm_kb\&sysparm_article=KB0084929).

#### <mark style="color:blue;">Zoom Slides uses AI to help generate, organize, and refine presentation content</mark>

One of Zoom Slides’ core strengths is its ability to help users move from raw ideas or source material to a more structured presentation. With Zoom AI, users can generate full slide decks from natural-language prompts, meeting transcripts, or other structured inputs. The system can identify key points, organize them into a narrative, and apply a presentation structure that is more polished than a user might produce manually in the same amount of time.

Zoom AI can also help refine and reshape content throughout the authoring process. This includes helping users improve clarity, reorganize information, condense or expand sections, and generate speaker notes that make the final presentation more ready for delivery. In this way, Zoom Slides acts not only as a slide editor, but also as a tool for helping users develop the message and structure of the presentation itself.

#### <mark style="color:blue;">Zoom Slides helps turn Zoom-native work into presentation-ready deliverables</mark>

Because Slides is integrated with the rest of Zoom Workplace, it can operate more naturally on the outputs of meetings, documents, and collaborative work that already exist within the platform. A team may begin with a meeting discussion, develop ideas in Canvas, organize supporting information in Sheets, and then turn those materials into a formal deck in Slides. This allows users to carry context forward across content types rather than rebuilding it from scratch in a separate presentation tool.

For example, a user may begin with a project discussion in a meeting, use Zoom AI to generate a summary, expand the underlying work in Canvas, and then use that material to create a customer-facing or internal presentation in Slides. This helps reduce the effort required to transform planning, collaboration, and research into a finished deliverable while keeping the work connected to the source materials that informed it.

#### <mark style="color:blue;">Zoom Slides combines presentation authoring with branding, visuals, and export-ready output</mark>

Zoom Slides is designed to support polished presentation output rather than only basic slide composition. It can help enforce brand consistency across fonts, colors, and layouts, allowing presentations to align more closely with organizational design standards. This is particularly valuable for teams that need client-facing or executive-facing decks to reflect a consistent presentation style without relying on extensive manual formatting.

Slides can also support AI-assisted image generation and image editing directly within the presentation workflow. This allows users to create or refine visual assets without shifting to a separate design environment. Together with import and export support for PowerPoint-compatible formats, this helps Zoom Slides function as a full presentation-authoring environment rather than only an internal drafting surface.

#### <mark style="color:blue;">Zoom Slides supports collaborative presentation development inside Zoom Workplace</mark>

Slides is not only a content-generation tool, but also a collaborative workspace for presentation development. Multiple users can edit a deck in real time, review changes, and continue refining presentations together as part of broader team workflows. This makes Slides useful in settings where presentation development is a shared activity rather than an individual task, such as sales preparation, campaign planning, business reviews, onboarding materials, or cross-functional reporting.

Its place within Zoom Workplace also means that presentation work can stay connected to related collaboration surfaces rather than existing in isolation. Teams can move more easily between discussions, documents, structured data, and deck development while remaining inside the same general environment. This helps make presentation creation part of the broader flow of work rather than a separate handoff to another tool.

#### <mark style="color:blue;">Zoom Slides is designed for slide-based presentation work rather than free-form visual canvases</mark>

Zoom Slides is optimized for traditional slide-based presentation creation rather than infinite-canvas or whiteboard-style visual work. It uses standard slide boundaries and presentation layouts rather than open-ended spatial editing. This makes it especially well suited for structured decks, executive updates, stakeholder presentations, sales materials, and other outputs that need to follow a conventional presentation format.

In this sense, Zoom Slides complements rather than replaces other Zoom Workplace surfaces. Canvas supports more flexible collaborative workspaces, Whiteboard supports free-form visual ideation, and Slides provides the formal presentation layer. Together, these tools help Zoom Workplace support different kinds of content in forms that are better matched to the type of work being produced.


# Diagrams and Data Flows

Zoom AI diagrams and data flows for Zoom Workplace, Webinars, and Events

Zoom’s AI capabilities span a wide range of products, services, and workflows, which means no single diagram can reasonably or fully capture how AI works across the entire Zoom platform. Different features rely on different inputs, processing paths, storage behaviors, model interactions, and outputs. Some operate only on live, ephemeral data during an active interaction, while others create retained artifacts that can later support additional features. Some functions remain entirely within Zoom’s first-party environment, while others rely on Zoom’s federated AI architecture and, in some cases, connected external systems. To make this dynamic and expansive system easier to understand, this page presents a series of diagrams rather than relying on a single visual model. Each one highlights a different layer, pathway, or feature pattern within the broader Zoom AI platform. At the bottom of these sections are tables that outline which features are applicable, their associated product, and their artifact retention status. Later sections then examine certain bespoke product features individually, offering more focused explanations of how those specific capabilities work.

The sequence begins below with a simplified overview of Zoom AI in its most basic form, showing the platform in a first-party-centric state that uses Zoom’s standard federated model architecture but does not yet introduce third-party business integrations or external customer data sources beyond Zoom’s third-party AI model providers. From there, the diagrams gradually introduce more specialized parts of the platform, including Zoom’s AI approach options, the transformation of live audio into AI-usable artifacts, and the ways those artifacts can later support other features and workflows. Taken together, these diagrams are intended to make a highly complex system more approachable by breaking it into smaller, easier-to-follow views that reflect how different parts of Zoom’s AI platform work in practice.

## **Zoom AI**

<div data-with-frame="true"><figure><img src="/files/9xYMHPqv4EU6gc3uwYL4" alt=""><figcaption><p>A simple overview of Zoom AI</p></figcaption></figure></div>

The diagram above presents Zoom’s AI platform in a simplified form, showing the platform in one of its most foundational states. It illustrates how different parts of Zoom’s broader product and service architecture known as the Zoom Web backend—including areas such as Meetings, Phone, Contact Center, automatic speech recognition, and other Zoom offerings—feed into the larger Zoom platform and contribute to the body of user-accessible content that can support downstream AI functionality.

A central concept in this diagram is **Zoom user content**. This refers to the content generated through a user’s interactions with Zoom products and services that may later serve as input, context, or artifacts for AI-powered experiences. Depending on the product and feature involved, this can include materials such as Zoom Chat messages, meeting summaries, transcripts, Canvas documents, My Notes, recordings, and other similar user-facing artifacts. These materials form an important part of the contextual layer that can support later AI-assisted retrieval, reasoning, summarization, and follow-through.

Some of this content may also be prepared for future AI use through retrieval infrastructure such as indexed retrieval or retrieval-augmented generation modules. In those cases, relevant artifacts can be ingested and indexed so they can be more efficiently located and used in later AI queries or processes. This helps Zoom AI work not only with live interactions, but also with retained context and prior user-generated materials across the platform.

Lastly, the diagram also introduces **Zoom AI** itself as the shared AI layer that operates across this broader ecosystem. In this simplified view, Zoom AI is shown through Zoom’s standard federated approach, in which Zoom can use both Zoom-hosted models running within Zoom’s own infrastructure and selected third-party AI model providers when appropriate for the task at hand. This federated model allows Zoom to route AI tasks through the most suitable available model environment while maintaining a unified AI experience across the platform.

## Zoom AI Service Model Approaches

<div data-with-frame="true"><figure><img src="/files/WN2ja3ncQBxRhyLrq6sk" alt=""><figcaption><p>Overview of Zoom's AI approaches, including Federated, ZM+, and ZMO</p></figcaption></figure></div>

The diagram above illustrates Zoom’s three AI approaches: the Federated Approach, Zoom-Hosted Models Plus (ZM+), and Zoom-Hosted Models Only (ZMO). Together, these represent the three primary ways Zoom provides AI services to customers, each offering a different balance of feature breadth, model flexibility, and data control.

The Federated Approach is Zoom’s standard and most feature-complete approach. It allows Zoom to work with multiple AI providers, including Zoom-hosted models and selected third-party model partners, so tasks can be routed to the model best suited for the request. ZM+ provides a more controlled deployment model by using Zoom-managed dedicated model instances, while ZMO keeps AI processing within Zoom-hosted models only, offering the most restrictive and controlled model path but with a more limited feature set.

For the purposes of this page, the diagrams that follow generally illustrate the federated approach, as it reflects Zoom’s standard approach and the broadest view of Zoom AI functionality. Organizations using ZM+ or ZMO can often interpret these same diagrams by mentally removing the third-party AI model providers and focusing on the remaining Zoom-managed portions of the flow.

Refer to the Zoom AI Models, Processing, Storage, and Usage page for more information.

## Live Media Features and Artifacts

<div data-with-frame="true"><figure><img src="/files/gOKFZrK9UpYcae628v3r" alt=""><figcaption><p>Overview of how live media is transformed into speech-to-text data that powers Zoom AI features</p></figcaption></figure></div>

The diagram above illustrates how live media interactions—such as meetings and phone calls—can produce downstream AI-powered features and artifacts across the Zoom platform. In each case, live audio enters Zoom through the connection point associated with that product or service. For meetings, this is generally the **Multimedia Router (MMR)**. For telephony, audio typically enters through **SIP zones**.

Once the audio is ingested, it is routed to Zoom’s **Automatic Speech Recognition (ASR)** service, which converts the live audio into **speech-to-text data**. That speech-to-text data can be used in multiple ways depending on the enabled settings and features. In some cases, it is delivered immediately to users as **live captions**. In supported contexts, it may also be passed to Zoom’s **Live Translation** service, which translates the speech-to-text output into translated captions for participants in other languages.

Speech-to-text data can also support more persistent or derivative features. If **transcription** is enabled, or if a user is using **My Notes**, the ASR service can produce a transcript after the live session concludes. If transcript retention is not enabled, however, the speech-to-text data used during the interaction is not retained as a persistent transcript. Even in those cases, Zoom AI may still use the speech-to-text data ephemerally during the session to support live AI features.

For example, a user may ask **in-meeting questions** through Zoom AI during a meeting. In that case, Zoom AI can use the live speech-to-text data from the meeting to interpret the user’s question and generate a relevant answer grounded in the ongoing conversation.

A key distinction in this flow is that Zoom AI does not necessarily retain a transcript of the conversation simply because speech-to-text data was used during the session. Unless transcript retention is specifically enabled, or the data is being retained through a feature such as **My Notes**, the speech-to-text data itself may remain ephemeral. At the same time, some downstream artifacts produced from that data may persist. For example, if a user asks questions during a meeting, the resulting AI conversation or related notes may later remain available as a retained artifact even when a persistent transcript is not produced.

Some retained artifacts can also become the basis for additional downstream artifacts and workflows. A meeting summary, webinar summary, call summary, or a user’s My Notes may be converted into a **Zoom Canvas** document, where it can continue to be edited, expanded, and used as a working artifact. In turn, those resulting documents may later serve as context for other AI features or workflows discussed elsewhere in this document. In this way, live audio can lead not only to immediate AI features, but also to a chain of retained artifacts that continue to support later AI-assisted work across the Zoom platform.

This diagram is applicable to the following features:

|          Feature         |                                         Description                                         |     Product(s)     | Artifact Retention |
| :----------------------: | :-----------------------------------------------------------------------------------------: | :----------------: | :----------------: |
|       Live Captions      |                     Real-time speech-to-text captions for live sessions.                    | Meetings, Webinars |     Unretained     |
|    Translated Captions   |            Real-time translated captions generated from live speech-to-text data.           | Meetings, Webinars |     Unretained     |
|        Transcripts       |                   Retained text records of meeting speech-to-text content.                  |   Meetings, Phone  |      Retained      |
|      Meeting Summary     |     AI-generated summary of key meeting discussion points, decisions, and action items.     |      Meetings      |      Retained      |
|      Webinar Summary     |            AI-generated summary of key webinar content shared after the session.            |      Webinars      |      Retained      |
|       Call Summary       |               AI-generated post-call summary of key details and action items.               |        Phone       |      Retained      |
|         My Notes         | Personal notes, transcript, and meeting context retained for later reference and follow-up. |      Meetings      |      Retained      |
|      Follow-up Tasks     |                AI-suggested follow-up actions based on conversation details.                |     Zoom Tasks     |      Retained      |
| Voicemail Prioritization |                  AI-based ranking of voicemails by user-defined importance.                 |        Phone       |      Retained      |
|     Meeting Questions    |                 AI answers to meeting questions using live meeting context.                 |      Meetings      |      Retained      |
|     Webinar Questions    |                 AI answers to webinar questions using live webinar context.                 |      Webinars      |      Retained      |
|      Call Questions      |                    AI answers to call questions using live call context.                    |        Phone       |      Retained      |

## Recording Features

<div data-with-frame="true"><figure><img src="/files/3d0L6bK8rwQnYExEb91H" alt=""><figcaption><p>Overview of how Zoom processes recordings and AI features</p></figcaption></figure></div>

The diagram above illustrates how Zoom AI supports **recording-based AI features** by operating on the completed recording after the live session has ended. As with other audio-based Zoom experiences, the original media enters through the infrastructure associated with the product in use—such as the **MMR** for meetings or the relevant **SIP zone** for telephony. As part of that flow, the recording is created and sent to Zoom’s recording service, where the completed recording is then stored in Zoom content storage.

Once the recording has been finalized, the audio associated with that recording is sent to Zoom’s **Automatic Speech Recognition (ASR)** service for transcription. This process produces a **recording-specific transcript**, which may differ from speech-to-text data generated during the live session itself. In other words, the transcript associated with a completed recording is generated as part of the post-recording processing flow rather than simply copied from the live interaction layer.

After the recording transcript is produced, it can then be submitted to **Zoom AI** for additional analysis. In this stage, Zoom AI processes the transcript to identify higher-level recording artifacts such as summaries, highlights, chapters, and other structured representations of the conversation. This analysis is performed using Zoom’s AI processing layer, including Zoom-hosted models where applicable, to transform the raw recording transcript into more usable post-meeting or post-call outputs.

Once that analysis is complete, the resulting AI-generated artifacts are associated with the recording itself. This is what allows users viewing a recording to see not only the recording and transcript, but also the additional AI-generated layers that make the content easier to navigate and understand. In this way, the diagram shows how a completed recording can become the basis for a second stage of AI processing, producing enriched recording features that extend beyond the original stored media.

This diagram is applicable to the following features:

|                    Feature                    |                                                      Description                                                     |  Product(s) | Artifact Retention |
| :-------------------------------------------: | :------------------------------------------------------------------------------------------------------------------: | :---------: | :----------------: |
|                Smart Recording                |                        AI-generated highlights, chapters, and summaries for recorded meetings                        |   Meetings  |      Retained      |
|    Generate titles, descriptions, and tags    |                                AI-generated titles, descriptions, and tags for clips.                                |    Clips    |      Retained      |
| AI Content Creation for Recordings and Videos | Uses event recording transcripts to generate written content and AI-curated video snippets from key session moments. | Zoom Events |      Retained      |

## Derivative AI Features

<div data-with-frame="true"><figure><img src="/files/0PpxaPtz22vmBlrOsI2A" alt=""><figcaption><p>Overview of how Zoom processes derivative AI content generation features</p></figcaption></figure></div>

The diagram above illustrates how **derivative AI features** operate by using available user content as context for later AI-assisted tasks and outputs. In these cases, Zoom AI is no longer working only from live interaction data. Instead, it is drawing on artifacts that already exist within the user’s broader content environment in order to answer a question, synthesize information, or help produce a new result.

Depending on the task, this contextual material may include artifacts such as chat messages, meeting summaries, My Notes, transcripts, Zoom Canvas documents, Zoom Slide decks, Zoom Paper documents, Zoom Mail or Zoom Calendar content, connected third-party email or calendar data, or files uploaded by the user to support a particular request. In this way, Zoom AI is using previously created Zoom artifacts, along with integrated personal-level data where available, to help achieve a user’s requested end.

The diagram also reflects that this process can itself generate **new user content**. For example, Zoom AI may use existing materials to create a new Zoom Sheet, Zoom Canvas document, Zoom Slide deck, or Zoom Paper document. Once created, those new artifacts become part of the user’s broader content repository and may later be used again as context for future AI-assisted functions and workflows. This creates a layered progression in which earlier user content can support later outputs, and those outputs can in turn become new contextual artifacts over time.

This same pattern can appear in other Zoom surfaces as well. In environments such as **Zoom Hub** or the **AI Chat panel**, users may ask questions across the platform or interact with documents and materials available through Zoom’s AI productivity suite. In those cases, Zoom AI is again working from existing user-accessible artifacts to provide retrieval, synthesis, question answering, or follow-through, showing how derivative AI features extend the value of prior content into new tasks and outcomes.

{% hint style="info" %}
**Note**

Local user file uploads [can be disabled](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0077150).
{% endhint %}

This diagram is applicable to the following features:

|       Feature      |                                                                           Description                                                                          |           Product(s)          | Artifact Retention |
| :----------------: | :------------------------------------------------------------------------------------------------------------------------------------------------------------: | :---------------------------: | :----------------: |
| Content Generation | Content generation uses AI to create, refine, summarize, and organize documents, presentations, spreadsheets, and other outputs from natural language prompts. | Canvas, Sheets, Paper, Slides |      Retained      |
|    AI Chat panel   |                        Conversational AI assistance for asking questions, generating content, and working across available Zoom context.                       |         AI Chat panel         |      Retained      |
|    Ask Questions   |                                           AI-generated answers based on selected documents and materials in Zoom Hub.                                          |              Hub              |      Retained      |

## Generative and Composition Features

<div data-with-frame="true"><figure><img src="/files/Kkjmi8Kr6tj34zcwR84i" alt=""><figcaption><p>Overview of how Zoom processes generative and composition AI requests</p></figcaption></figure></div>

The diagram above illustrates how **generative and composition features** operate within the Zoom AI platform. Unlike derivative AI features, which rely on pre-existing user content to help achieve a later task or output, generative and composition features are often driven more directly by the user’s immediate input. In many cases, these features do not depend on retained Zoom artifacts already stored elsewhere in the user’s content environment. Instead, they are primarily powered by direct user prompts, queries, uploaded files, or the immediate on-screen content associated with the active product experience.

This distinction is especially important for features that work from content visible in the user’s current context rather than from previously indexed or retained artifacts. For example, when a user summarizes a chat thread, summarizes an email, or asks Zoom AI to draft a reply to an email, the relevant content is typically taken from the active client context and packaged into a request payload for Zoom AI processing. In other words, Zoom is not necessarily retrieving that content from a separate server-side repository in order to fulfill the task. Instead, the relevant information from the active thread, message set, or other visible interface context is converted into text form and submitted to Zoom AI from the Zoom Workplace app so the service can perform natural language processing, summarization, or generation.

The diagram also includes generative use cases that rely primarily on direct user instruction rather than textual source material. For example, when a user requests image generation, the user describes the desired output through a prompt, and the model generates the image based on that description. In some product contexts, such as Zoom Whiteboard, this image generation may rely on third-party AI model providers. In other contexts, Zoom may use its own hosted models. For example, Zoom’s virtual background image generation can rely on a Zoom-hosted model that uses embeddings and related processing to generate visual outputs, with the resulting content passing through moderation controls before being returned to the user.

Taken together, the diagram shows that generative and composition features often depend less on retained artifacts and more on immediate user intent, active client-side context, or uploaded supporting materials. In this way, they represent another major mode of Zoom AI operation: not only retrieving and reasoning across prior content, but also generating new outputs directly from the user’s current request and surrounding context.

This diagram is applicable to the following features:

|            Feature           |                                                                       Description                                                                       |         Product(s)        |  Artifact Retention |
| :--------------------------: | :-----------------------------------------------------------------------------------------------------------------------------------------------------: | :-----------------------: | :-----------------: |
|      Virtual Background      |                              Uses AI to create custom virtual background images from user prompts for use in Zoom sessions.                             | Meetings, Events, Webinar | Retained (if saved) |
|       Image Generation       |               Uses AI to transform whiteboard drawings or rough visual artifacts into more polished, rendered, or stylized visual outputs.              |         Whiteboard        | Retained (if saved) |
|       Image Generation       |            Uses AI to create branded images and other visual assets for events, such as headers, session images, and expo-related materials.            |           Events          | Retained (if saved) |
|      Content Generation      | Uses AI to generate on-screen whiteboard content such as text, sticky notes, tables, mind maps, and other structured visual elements from user prompts. |         Whiteboard        | Retained (if saved) |
|      Content Generation      |                 Uses AI to generate written event content such as descriptions, session details, speaker bios, and lobby announcements.                 |           Events          | Retained (if saved) |
|         Email Compose        |                             Uses AI to draft and refine email content, including message bodies, subject lines, and replies.                            |           Email           |  Retained (if sent) |
|         Chat Compose         |                           Uses AI to draft and revise chat messages based on user prompts and available conversation context.                           |            Chat           |  Retained (if sent) |
|         Email Summary        |                                            Uses AI to summarize the key content of an email or email thread.                                            |           Email           |      Unretained     |
| Message, Thread, Doc Summary |                   Uses AI to summarize chat messages, conversation threads, and supported attached documents or linked Canvas content.                  |            Chat           |      Unretained     |
|         Smart Upload         |                       Extracts event details from uploaded files to automatically build sessions, speakers, and custom questions.                       |        Zoom Events        | Retained (if saved) |

## My Notes

### My Notes in Zoom Meetings

<div data-with-frame="true"><figure><img src="/files/Oh3b3MXjmXCMBd8lZfnf" alt=""><figcaption><p>Overview of My Notes data flows in Zoom meetings</p></figcaption></figure></div>

The diagram above shows how, within Zoom Meetings, My Notes uses the meeting’s existing audio path rather than relying on other audio present on the user’s device. When My Notes is enabled during a Zoom Meeting, it accesses the shared meeting audio routed through the meeting’s Multi-Media Router (MMR) session. That audio is then processed by Zoom’s Automatic Speech Recognition (ASR) service to generate a transcript, which is delivered to the user’s device and can later support post-meeting note generation.

In this flow, transcription is based specifically on the Zoom Meeting audio associated with that meeting session. It is not based on unrelated local device audio outside the meeting itself. After the meeting concludes, the resulting transcript and notes can remain available according to the user’s applicable retention settings, while the underlying audio used for transcription is not retained after processing is complete.

### My Notes Outside of Zoom Meetings

<div data-with-frame="true"><figure><img src="/files/yezaqV6veCnlCVWAp8yW" alt=""><figcaption><p>Overview of My Notes data flows outside of Zoom meetings</p></figcaption></figure></div>

The diagram above shows how, outside Zoom Meetings, My Notes operates through the user’s local device audio rather than through a shared Zoom meeting session. If enabled during a third-party meeting or an in-person discussion, My Notes can use operating system–level access to the user’s microphone and, where applicable, system audio to capture the local audio available on that device. This audio is then routed through a single-user MMR session and processed by Zoom’s Automatic Speech Recognition (ASR) service to generate a transcript, which is delivered to the user’s device and can later support post-meeting note generation.

This means that, outside Zoom Meetings, transcription is based exclusively on the audio transmitted from the user’s local device rather than from a shared Zoom meeting audio stream. My Notes may also prompt the user to begin a new note when device microphone activity is detected, helping surface the feature in situations such as third-party meetings, browser-based recordings, or other microphone-active workflows. As with the in-meeting flow, the audio used for transcription is not retained after transcription is complete, while the resulting notes and transcripts can remain saved in the user’s account according to the applicable retention settings.

## ZoomMate

<div data-with-frame="true"><figure><img src="/files/o4AIDNAojvPvAzSdmWxc" alt=""><figcaption><p>Overview of ZoomMate data flows</p></figcaption></figure></div>

The diagram above illustrates how **ZoomMate functions as a primary work surface within Zoom Workplace**, operating at the point where user context, connected knowledge, and execution capabilities come together. Rather than existing only as a standalone assistant, ZoomMate sits at the center of a broader working environment in which users can search, reason, create, and act across the materials and systems that support their day-to-day work.

A major part of this role comes from ZoomMate’s access to **first-party Zoom content**. This can include artifacts such as summaries, My Notes, recordings, Canvas documents, chat messages, and other user-generated materials created across the Zoom platform. These artifacts help provide ZoomMate with the context it needs to answer questions, synthesize information, generate outputs, and support follow-through. ZoomMate can also use **memory**, allowing it to incorporate relevant user preferences or work-related details when helping complete a task.

The diagram also shows how ZoomMate extends beyond Zoom-native content by integrating with **third-party knowledge sources**. For example, connected cloud storage services such as Google Drive or OneDrive can serve as external repositories of user-accessible information. When these sources are integrated, Zoom can index approved content to support retrieval across those materials, allowing ZoomMate to use **agentic search** to work across both Zoom content and connected third-party knowledge. In this way, ZoomMate can search not only across what exists within Zoom, but also across the documents and materials a user is authorized to access in connected external platforms.

Other personal data sources, such as **email and calendar** (excluding end-to-end encrypted emails), can also support ZoomMate, but they operate differently. Rather than being indexed, these sources generally communicate with ZoomMate through direct API-based retrieval. This makes them useful for tasks such as locating relevant email context, reviewing calendar information, or helping schedule events, without treating them as part of the indexed retrieval layer used for broader document search.

The diagram further reflects that ZoomMate can connect with a wider range of **third-party services and connectors** that support action-taking as well as knowledge access. These may include systems such as Jira, HubSpot, ServiceNow, Workday, and other connected business platforms. Through these connections, ZoomMate can perform **agentic tasks** on the user’s behalf, such as creating or updating records, retrieving information from external services, or carrying out other connected actions within those systems. This makes ZoomMate more than a retrieval and synthesis surface; it also functions as an execution layer that can help turn context into action.

This same foundation also helps power **agents** and **workflows** within the ZoomMate environment. Agents can use the same underlying context, retrieval paths, and connected systems to perform more dynamic, reasoning-based assistance, helping users carry out broader multi-step tasks with greater continuity and adaptability. Workflows, by contrast, can provide more structured and repeatable automation, allowing users to define recurring processes that operate across Zoom content and, where supported, connected external systems. In this way, ZoomMate serves not only as a conversational interface, but also as a point of orchestration for both dynamic agentic activity and more structured automation.

**Sandbox** can also support some of ZoomMate’s more advanced execution capabilities. For tasks that require code execution, file generation, automation, or other more sophisticated processing, ZoomMate can use a separate sandbox environment rather than relying only on standard conversational processing. This sandbox runs on Zoom’s AWS infrastructure and provides a short-lived, isolated execution layer for higher-complexity tasks, helping ZoomMate carry out certain operations in a more controlled environment. In this way, the same broader ZoomMate foundation that supports retrieval, reasoning, agents, and workflows can also support more advanced task execution when the requested work requires it.

Lastly, the diagram does not depict every underlying component that helps power ZoomMate. It does not explicitly show foundational capability layers such as skills, or other supporting structures that are part of Zoom AI’s broader infrastructure and design. Those elements are assumed to operate within the underlying AI system that enables ZoomMate’s behavior. The purpose of this diagram is instead to show the primary context, knowledge, and action surfaces through which ZoomMate functions as a unified work surface across Zoom and connected systems.

### ZoomMate Third-Party Connections and Indexing

<figure><img src="/files/NuWKBEvfTb6IWZfwiqW4" alt="" width="375"><figcaption><p>Overview of how ZoomMate connects to third-party connections and data sources</p></figcaption></figure>

The diagram above illustrates two related but distinct parts of ZoomMate’s third-party data architecture. The first is how ZoomMate connects to supported third-party applications and services so it can retrieve information or take action within those systems. The second is how certain supported third-party content sources can be ingested and indexed so ZoomMate can later retrieve that content more efficiently through retrieval-augmented generation.

#### <mark style="color:blue;">ZoomMate can connect directly to third-party applications and services</mark>

One part of the diagram shows how ZoomMate connects to supported third-party applications such as Jira, Confluence, Salesforce, ServiceNow, Workday, cloud storage platforms, and other external business systems. These connections allow ZoomMate to operate beyond Zoom-native content by interacting with tools that store business data or support operational work outside the Zoom platform.

These connections are established over a TLS connection through authorized access models, such as API-based integrations or MCP-based connections. In either case, ZoomMate operates within the permissions granted by the connected service. This allows ZoomMate to retrieve relevant information from those systems, and where supported, take action within them on the user’s behalf. For example, ZoomMate may retrieve details from a Jira issue, search a Confluence page, update a record in ServiceNow, or use another connected system as part of carrying out a broader task.

This direct connection model is especially important for tasks that depend on current system state or live access to third-party tools. In those cases, ZoomMate can use the connected application as an active service endpoint rather than only as a repository of previously indexed content.

#### <mark style="color:blue;">ZoomMate can index approved third-party content for later retrieval</mark>

A second part of the diagram shows how ZoomMate can ingest and index content from supported third-party sources so that material can later be retrieved as part of a search or AI-assisted response. This indexed retrieval model is most relevant for connected content repositories such as cloud storage systems, knowledge bases, document platforms, and other supported sources where ZoomMate may need to search across a larger body of retained external content.

Once a supported source is connected and approved for indexing, ZoomMate can retrieve content from that source and prepare it for later search. This preparation process can include breaking larger files or records into smaller units and attaching metadata such as source, update time, ownership, and permission information. That content is then written into Zoom's indexing layer so it can later be searched through both exact matching and meaning-based retrieval.

When a user submits a request that depends on indexed third-party content, ZoomMate can search that indexed material, evaluate which results are most relevant, and apply the permission information associated with the original source so that only authorized content is eligible to appear. The most relevant authorized content can then be passed into ZoomMate’s AI layer as supporting context for the response. In this way, the diagram shows how indexed third-party content can help ZoomMate produce answers that are grounded in actual connected business materials rather than relying only on general model knowledge.

## Custom Avatars

### Avatar Creation

<div data-with-frame="true"><figure><img src="/files/kFdVoAG4LGgNn49okU0K" alt=""><figcaption><p>Overview of the Custom Avatar creation process</p></figcaption></figure></div>

The diagram above illustrates how a custom avatar is created from a user’s recorded video and voice. The process begins when the user is presented with a script and prompted to record themselves reading it. This guided recording step allows Zoom to capture the audiovisual material needed to generate both the user’s avatar likeness and the associated voice model used in later avatar-based outputs.

After the user completes the recording, the audio and video components are processed through different paths. The audio is sent to a third-party service that generates a voice likeness based on the user’s recorded speech. Once that processing is complete, the third-party service returns a unique voice identifier to Zoom. Zoom stores this identifier as the user’s voice reference so it can be used later when generating avatar-based clips or other supported outputs that rely on that synthesized voice.

At the same time, the video component is sent to a Zoom-hosted avatar generation module, where Zoom processes the recorded visual material to create the user’s avatar representation. This results in an avatar template that Zoom stores for future use. Taken together, these two retained outputs—the stored voice identifier and the stored avatar template—allow Zoom to generate future clips or avatar-based media that reflect both the user’s likeness and their synthesized voice.

### Clip Creation

<div data-with-frame="true"><figure><img src="/files/9xhOQ0mbq23jt69zW4Bb" alt=""><figcaption><p>Overview of the Custom Avatar clip creation process</p></figcaption></figure></div>

The diagram above illustrates how a custom avatar clip is created from a user’s stored avatar and synthesized voice profile. The process begins when the user uploads the script they want the avatar to present. That script serves as the source content for the generated clip.\
\
From there, Zoom’s web backend coordinates two parallel inputs needed to create the final output. First, it sends the user’s stored voice identifier together with the script to the third-party voice generation service, which produces the audio for the clip using the user’s synthesized voice. Second, it sends the user’s stored avatar template to Zoom’s avatar generation module so the visual component of the clip can be prepared using the user’s previously created avatar likeness.\
\
Once the third-party voice generation service has produced the audio, that audio is returned to Zoom and passed into the avatar generation module. The avatar generation module then combines the stored avatar template with the generated voice audio, synchronizing the avatar’s facial and mouth movements to the spoken content. After this lip-syncing and rendering process is complete, Zoom produces the finished avatar clip and delivers it back to the user.

## Custom Dictionary

<div data-with-frame="true"><figure><img src="/files/rLxm8zAHvltzVscn0hdj" alt=""><figcaption><p>Custom Dictionary data flows</p></figcaption></figure></div>

The diagram above illustrates how the Custom Dictionary feature helps improve the accuracy of speech-based Zoom outputs by giving Zoom’s Automatic Speech Recognition (ASR) service additional vocabulary context. This feature is designed to support words, abbreviations, jargon, product names, or specialized terminology that may be specific to a company, industry, team, or region and that might not otherwise be recognized or rendered correctly during transcription.

The process begins when an account administrator creates and stores a custom dictionary in the Zoom web portal. That dictionary contains the list of approved words or phrases the organization wants Zoom to recognize more accurately. Once the dictionary has been saved at the account level, it becomes available for use in supported meeting and speech-processing contexts.

When a user later starts a meeting, Zoom’s AASR service can receive the account’s custom dictionary as part of its processing context. As the ASR service converts live audio into speech-to-text data, it can compare perceived spoken language against the custom dictionary and attempt to map recognized sounds to the stored terms. This gives the ASR additional guidance about which words to look for, how certain terms may be spelled, and how abbreviations or specialized language should be interpreted.

The result is that the initial speech-to-text output can more accurately reflect the terminology actually used in the meeting. That improved accuracy can then carry forward into downstream artifacts derived from the conversation. For example, if a meeting summary, captions, transcript, or another speech-to-text data-based asset is later generated, those outputs can reflect a more accurate representation of the words spoken during the meeting, helping improve the quality and usefulness of the resulting AI-generated artifact.

## Custom Meeting Summary Templates

<div data-with-frame="true"><figure><img src="/files/vvX2XT5gdigSiMGbtjWo" alt=""><figcaption><p>Custom Meeting Summary Templates data flows</p></figcaption></figure></div>

The diagram above illustrates how custom meeting summaries are generated from a user-defined or account-defined template. The process begins when a template is created and saved in Zoom. At the account level, an administrator can define a custom meeting summary template for organizational use. At the individual level, a user can create a personal meeting summary template based on their own preferences. Once created, the selected template is stored so it can be applied during later summary generation.

As a meeting concludes, Zoom AI can use the meeting’s speech-to-text data to generate a summary that follows the structure and emphasis of the chosen custom template. If the custom template was selected before the meeting summary was generated, Zoom AI applies that template directly when producing the summary. This allows the resulting output to reflect the specific format, sections, or priorities defined in the template rather than only a default summary structure.

If a custom template was not selected before the summary was first generated, Zoom can only apply that template later if the meeting transcript was retained. In that case, Zoom AI can reprocess the retained transcript using the template’s configuration and produce a new summary aligned to that structure. If the transcript was not retained, however, Zoom does not have the underlying transcript available for reprocessing, which means the custom template cannot be applied after the fact.

## Personal Audio Isolation

<div data-with-frame="true"><figure><img src="/files/oH2IotQaSX5HxKiZUS3A" alt=""><figcaption><p>Overview of how Personal Audio Isolation isolate's a user's voice</p></figcaption></figure></div>

The diagram above illustrates how **Personal Audio Isolation** works by using a voice imprint stored locally on the user’s device to distinguish the user’s speech from surrounding background noise. The process begins when the user records a voice sample through the Personal Audio Isolation feature in the Zoom Workplace app. That recording is used to create a local voice imprint that helps the application recognize the user’s voice characteristics. This voice imprint remains on the local machine and is not transmitted to the Zoom cloud.

When the user later speaks during a meeting in an environment with ambient noise, the Zoom Workplace app uses that locally stored voice imprint to help identify the user’s speech patterns and separate them from surrounding sounds. This allows the application to reduce background noise and isolate the user’s voice more effectively before the audio is sent onward through the meeting flow.

As a result, the audio transmitted to the Zoom cloud is the refined meeting audio with ambient noise filtered out to the extent supported by the feature. The user’s underlying voice imprint itself is not sent to Zoom’s cloud infrastructure. In this way, Personal Audio Isolation operates as a local device-level processing feature that improves audio clarity before the cleaned audio is transmitted into the live Zoom session.


# Feature Availability Table

Zoom AI feature support by service approach for federated, ZM+, and ZMO

AI feature support across deployment tiers — Federated, ZM+, and ZMO.

* Federated service is available on Zoom's United States-based Global Cluster.
* ZM+ service is available in the United States, Europe, and Australia.
* ZMO service is available in the United States, Europe, Australia, Kingdom of Saudi Arabia, India, Canada, and Singapore.

Refer to [Models, Processing, Storage, and Usage](/ai-whitepaper/models-processing-storage-and-usage)for more information on the differences between Zoom's federated, ZM+, and ZMO approaches.&#x20;

{% hint style="warning" %}
**Heads Up**

The following table provides a summary of the current regional availability and supported model deployment options of key Zoom AI features in Zoom Workplace, Zoom Webinars and Events.

This table is not exhaustive and may not include all available features. Zoom may update regional availability and deployment approaches for features at its discretion. Access to and use of these features will also depend on other factors such as subscription plan, license assignment, and administrator settings.
{% endhint %}

<table><thead><tr><th width="109.6492919921875">Product</th><th width="376.3193359375">AI Feature</th><th width="114.697021484375" align="center">Federated</th><th width="78.4166259765625" align="center">ZM+</th><th width="83.8897705078125" align="center">ZMO</th></tr></thead><tbody><tr><td><strong>Chat</strong></td><td><strong>Chat Compose</strong> <br>Draft messages based on conversational context and what you want to say, as well as customize its tone and length.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Chat</strong></td><td><strong>Message, Thread and Doc Summary</strong> <br>Quickly summarize the content of long Chat threads, messages, and attached documents.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Clips</strong></td><td><strong>Custom Avatars</strong> <br>Creates a personalized avatar from a user's recorded video and voice for generating avatar-based clips.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>Clips</strong></td><td><strong>Smart Tags</strong> <br>Create clip titles, descriptions, and tags.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Events</strong></td><td><strong>Chat Compose</strong> <br>Draft chat messages for your Lobby chat based on conversational context and what you want to say, as well as customize the tone and length.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Events</strong></td><td><strong>Content Generation</strong> <br>Use AI to generate written event content such as descriptions, session details, speaker bios, and lobby announcements.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Events</strong></td><td><strong>Email Compose</strong> <br>Generate an email, subject lines, titles, and calls to action, using context from your Zoom Event description and/or providing a more specific prompt.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Events</strong></td><td><strong>Image Generation</strong> <br>Generate unique images to use in your event.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>Events</strong></td><td><strong>Smart Compose</strong> <br>Write compelling event content when setting up an event including event description, session descriptions, speaker bios, lobby announcements, images, and more.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Mail and Calendar</strong></td><td><strong>Email Compose</strong> <br>Compose and reply to emails faster with suggested content based on the email thread and what you want to say.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>Mail and Calendar</strong></td><td><strong>Email Summary</strong> <br>Quickly summarize the content of emails.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>Meetings</strong></td><td><strong>Meeting Questions</strong> <br>Quickly catch up and get clarity on what you missed during a meeting without interrupting it.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Meetings</strong></td><td><strong>Meeting Summary</strong> <br>Generate a summary and next steps of what was discussed in your meetings and share through email and Chat.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Meetings</strong></td><td><strong>Smart Recordings</strong> <br>Review cloud recordings faster through highlights, smart chapters, summaries, and next steps, and get analytics on key meeting and conversation factors.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Meetings</strong></td><td><strong>Virtual Background Generation</strong> <br>Choose the best backdrop with AI-generated virtual backgrounds.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>My Notes</strong></td><td><strong>My Notes</strong> <br>Capture personal notes, transcript-based context, and meeting details to support later review, follow-up, and AI-assisted work.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Phone</strong></td><td><strong>Call Questions</strong> <br>UsesAI to answer questions about an active or completed phone call using the call's speech-to-text data as context.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Phone</strong></td><td><strong>Call Summary</strong> <br>Generate a call summary of what was discussed in your phone call conversation to gather information important to you. Edit and share it as you see fit.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Phone</strong></td><td><strong>Create Canvas Doc</strong> <br>Create a Zoom Canvas document from a call summary, including key discussion points, next steps, and action items.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Phone</strong></td><td><strong>SMS Thread Summary</strong> <br>Summarize your SMS threads as a member of a call queue or auto receptionist to quickly generate your responses.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Phone</strong></td><td><strong>Voicemail Prioritization</strong> <br>Quickly prioritize your voicemails using topic or intent.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>Phone</strong></td><td><strong>Voicemail tasks</strong> <br>Quickly access a summarized list of tasks from your voicemail transcription.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Productivity</strong></td><td><strong>Zoom Canvas</strong> <br>Use AI to generate and revise content.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Productivity</strong></td><td><strong>Zoom Paper</strong> <br>Use AI to generate and revise content.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>Productivity</strong></td><td><strong>Zoom Sheets</strong> <br>Use AI to generate and revise content.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>Productivity</strong></td><td><strong>Zoom Slides</strong> <br>Use AI to generate and revise content.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>Tasks</strong></td><td><strong>Recommended Actions</strong> <br>Provides AI-suggested next steps to help users manage and complete tasks more effectively.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>Tasks</strong></td><td><strong>Task Creation</strong> <br>Creates tasks from meeting summaries or other supported Zoom content to help users track follow-up work and responsibilities.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>Webinars</strong></td><td><strong>Webinar Questions</strong> <br>Answers questions about a live webinar using the session's speech-to-text data as context.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Webinars</strong></td><td><strong>Webinar Summary</strong> <br>Generates a structured summary of a webinar's key discussion points, takeaways, and follow-up information after the session ends.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Whiteboard</strong></td><td><strong>Content Generation</strong> <br>Generate ideas, refine and extend existing content, and add objects to a canvas.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Whiteboard</strong></td><td><strong>Image Generation</strong> <br>Generate ideas, refine and extend existing content, and add objects to a canvas with just one click.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>Workplace</strong></td><td><strong>AI Chat Panel</strong> <br>Send prompts and receive tailored responses sourced from different data sources and contexts available to you.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td></tr><tr><td><strong>Workspace Reservation</strong></td><td><strong>Workspace Recommendations</strong> <br>Provides AI-based suggestions for rooms, desks, or in-office days to help users collaborate more effectively.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>Zoom Hub</strong></td><td><strong>Ask Questions</strong> <br>Use AI to answer questions based on selected documents and materials available in Zoom Hub</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>AI Agent</strong> <br>AI agents that can answer questions, coordinate tasks, and take action across Zoom and connected systems through a conversational agent experience.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>Custom Dictionary</strong> <br>Improve captions, transcripts, and summaries by helping Zoom recognize organization-specific words, abbreviations, and jargon more accurately.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>Custom Meeting Templates</strong> <br>Generate meeting summaries using administrator-defined or user-defined templates that apply a preferred structure, format, or emphasis to the final output.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>Data Connectors</strong> <br>Connect ZoomMate to external applications and data sources so it can retrieve information from, or take action within, connected third-party systems.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>Deep Research</strong> <br>Conduct more thorough, multi-step research across available sources to produce a richer and more detailed answer.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>Web Search</strong> <br>Search the public web to bring current external information into ZoomMate responses when relevant to the user's request.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr><tr><td><strong>ZoomMate</strong></td><td><strong>Workflows</strong> <br>Automate recurring tasks using natural-language instructions, scheduled triggers, or event-based logic to reduce manual follow-up work.</td><td align="center"><span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td align="center"></td><td align="center"></td></tr></tbody></table>


# APIs

An introduction to Zoom AI APIs

## APIs

Zoom offers a wide range of API endpoints to meet the diverse needs of customers and developers. These APIs enable organizations to seamlessly integrate Zoom’s robust communication features into existing workflows, extend functionality, and build custom solutions tailored to specific business requirements.

Currently, many of Zoom's AI features—such as Meeting Summaries, Meeting Transcripts, and Phone Transcripts—are closely tied to individual Zoom products. As a result, APIs related to these features are accessed through their respective product-specific API endpoints. Except for the ability to archive conversations within the AI Chat panel, Zoom does not currently provide API access to AI features.

For detailed information on Zoom AI APIs and guidance on getting started, visit the [Zoom Developer Center](https://developers.zoom.us/docs/api/).

## MCP

Refer to Zoom's developer center for more information on [getting started with MCP at Zoom](https://developers.zoom.us/docs/mcp/).&#x20;


# Administrative Controls

An overview of Zoom AI administrative controls

Zoom is committed to providing transparency and choices when it comes to enabling and using Zoom AI features. Account administrators and users are provided with controls for Zoom AI features. Zoom is continually working to enhance its platform and educate users on new features. Currently, users will see certain in-product notifications, which may be updated over time.

## **Feature Control**

### Account and Group Administrator Controls

Account owners and administrators can manage Zoom AI feature availability in Zoom Workplace at both the account and group levels through the Admin Portal. At the account level, administrators may enable or disable features for the entire account. At the group level, administrators can control which groups receive specific Zoom AI features, and for selected settings, administrators may also lock feature availability so users cannot change it themselves.

When group-level controls are used, feature access for users in that group is determined by the administrator’s selections. If a feature is enabled at the group level and not locked, users may also be able to enable or disable that feature for themselves at the individual user level. For some features that are managed outside of the Zoom AI tab, links are provided to the relevant settings.

Refer to [Zoom Support’s](https://support.zoom.com/hc/en/ai-companion?id=ai_companion) Zoom AI **Settings and Configuration** section for more information on how to enable or disable Zoom AI settings.

### User and In-Meeting Controls

For features with user-level controls, Zoom provides users with control and visibility into their Zoom AI features’ settings. Users may see if their administrators have enabled or disabled Zoom AI features. If allowed by the account administrator for features with user-level controls, users can enable or disable Zoom AI features for their own use. If the administrator has locked the setting at the account or group level, the user cannot change the setting.

Meeting hosts can manage Zoom AI features in their Zoom meetings. Hosts can configure certain capabilities in their user settings before meetings, and choose whether or not to use them in Zoom Meetings. On supported Workplace app versions, hosts can also turn off certain features that other meeting participants have activated. Participants can also request that the host turn on certain features in-meeting by clicking the respective Zoom AI icon (if visible at the top of the Meeting window). Participants can also send a request to the host to disable meeting summary and meeting questions during the meeting.

When meeting participants join a Zoom meeting, they will see in-product indicators related to Zoom AI features that are activated for that meeting. When on a supported Zoom Workplace app version, meeting hosts will have an option to turn off meeting summary and meeting questions in a Zoom meeting. This includes an in-meeting option to delete certain meeting assets, for example, if the features were activated in error or where the host no longer requires the summary. The option to delete meeting assets is applicable to transcripts and summaries, including transcripts generated with My Notes, unless the transcript was completed before the meeting host deletes meeting assets.

Refer to Zoom’s support center for more information on [getting started with Zoom AI features](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057623).

### Site-Level Settings (Zoom Phone)

Account owners and administrators can manage which sites have access to Zoom AI features for Zoom Phone. Zoom Phone features may be enabled or disabled, and the ability to turn features on or off may be locked within the Policy section of the site. Site policies sit between Group and User level settings within the setting hierarchy. Site-level Zoom Phone policies may be overridden if a user belongs to one or more User Groups with active Zoom Phone policies, or if all Zoom Phone settings are enabled in a User Group to which the user belongs.

Refer to Zoom’s support center for more information on [changing site-level settings](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069744).

### Zero Data Retention for Meeting Summary Transcripts

#### <mark style="color:blue;">Zero Data Retention for Zoom Meeting Summary allows meeting summaries to be generated without retaining the transcript</mark>

Administrators can implement a zero data retention approach for transcripts within their account by **disabling** and **locking** the Meeting transcript setting on the account or group-level. When configured in this manner, Zoom uses temporary speech-to-text data for the purpose of generating a meeting summary and does not retain a persistent transcript of the meeting conversation.

Once summary generation is successful, the ephemeral speech-to-text data is discarded and cannot later be recovered, re-obtained, or reused. If the initial attempt to generate a summary is unsuccessful, Zoom uses the temporary speech-to-text data to allow additional attempts to complete the summary. If summary generation still does not succeed, the speech-to-text data is discarded.

Because no persistent transcript is retained under this configuration, meeting summaries generated in this manner cannot later be reprocessed, regenerated, or used with a different or custom summary template. This approach is therefore intended for organizations that prioritize minimizing transcript retention over preserving the ability to perform later transcript-based reprocessing.

This configuration applies only to Zoom’s meeting summary feature and controls whether transcripts are generated and retained when summaries are generated. However, other Zoom Meetings features that require access to meeting transcripts such as My Notes and archival will be impacted when transcript generation is disabled, as these features depend on the availability of transcripts. Additionally, if a cloud recording feature is enabled, it can generate and retain a meeting transcript as part of the cloud recording files independent of this configuration. Additional transcript settings for My Notes, archival, and cloud recordings will continue to be managed in separate locations in the web portal. This setting also does not prevent participants or third parties from independently creating, storing, or retaining separate transcript copies, notes, recordings, or other records of the conversation through external tools or services.

Refer to Zoom’s support center for more information on [allowing users to retain transcripts generated with meeting summary](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076631) or [accessing meeting transcripts](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076632).

## **Redaction Controls**

### Redact Personal Data for Meeting Summary

Account admins can redact certain personal data from a meeting summary using Zoom’s pre-defined entity types. Zoom's Personal Data Redaction Service automatically identifies and redacts these entities within meeting summaries. When applying these settings, these changes are applicable only for future recordings/transcripts and historical data (i.e., past meeting summaries) will not be updated.

| Entity Type                                                          | Description                                                                         |
| -------------------------------------------------------------------- | ----------------------------------------------------------------------------------- |
| **DATE\_TIME**                                                       | Universal date and time information.                                                |
| **DRIVER\_ID**                                                       | Driver's license numbers, consisting of alphanumeric characters.                    |
| **EMAIL**                                                            | Email addresses (e.g., <user@example.com>).                                         |
| **INTERNATIONAL\_BANK\_ACCOUNT\_NUMBER**                             | IBAN numbers, with country-specific formats.                                        |
| **IP\_ADDRESS**                                                      | IPv4 addresses (e.g., 198.51.100.0).                                                |
| **LICENSE\_PLATE**                                                   | Vehicle license plates, typically 5–8 uppercase letters/numbers.                    |
| **MAC\_ADDRESS**                                                     | Unique identifier for network interfaces (NIC).                                     |
| **NAME**                                                             | Individual's names, excluding titles or organization/address names.                 |
| **PASSWORD**                                                         | Alphanumeric passwords (e.g., *special#pass*).                                      |
| **PHONE**                                                            | Phone, fax, or pager numbers.                                                       |
| **PIN**                                                              | Four-digit personal identification numbers.                                         |
| **SWIFT\_CODE**                                                      | Standard bank identifier code used for international transfers.                     |
| **URL**                                                              | Web addresses (e.g., [www.example.com](http://www.example.com/)).                   |
| **USERNAME**                                                         | Account login names, screen names, nicknames, or handles.                           |
| **VEHICLE\_IDENTIFICATION\_NUMBER (VIN)**                            | Unique vehicle identifier numbers (ISO 3779 specification).                         |
| **BANK\_ACCOUNT\_NUMBER** *(Country-specific)*                       | US bank account numbers (typically 10–12 digits). Also recognizes last four digits. |
| **BANK\_ROUTING** *(Country-specific)*                               | US bank routing numbers (typically 9 digits). Also recognizes last four digits.     |
| **PASSPORT\_NUMBER** *(Country-specific)*                            | US passport numbers (6–9 alphanumeric characters).                                  |
| **US\_INDIVIDUAL\_TAX\_IDENTIFICATION\_NUMBER** *(Country-specific)* | US ITIN numbers (9 digits, starts with "9," fourth digit "7" or "8").               |
| **SSN** *(Country-specific)*                                         | US Social Security Numbers (9 digits). Also recognizes last four digits.            |

{% hint style="info" %}
**Note**

This feature requires a Zoom Support ticket to enable.
{% endhint %}

### Block Sensitive Information for Meeting Summary

Account administrators can help prevent sensitive information from appearing in meeting summaries by configuring custom regular expressions. These regular expressions must follow Java's regex syntax and conventions. By defining specific patterns, admins can precisely control and automatically block the inclusion of sensitive phrases, numbers, or other data types within meeting summaries.

For example,

* To block credit card numbers, a Java regex like **\b(?:\d\[ -]\*?){13,16}\b** could be used.
* To block a specific phrase such as "internal use only," a Java regex like **(?i)internal use only**(case-insensitive) could be applied.

Admins should ensure that regular expressions are thoroughly tested and validated to avoid inadvertently blocking non-sensitive or relevant meeting content.

{% hint style="info" %}
**Note**

This feature requires a Zoom Support ticket to enable.
{% endhint %}

## **Custom Message**

Account administrators can configure a prompt to display custom messages to users when turning on meeting summary or meeting questions with Zoom AI in a meeting. Disclaimers can be tailored separately for internal and external audiences, allowing admins to present different messages based on the user's audience type (i.e., internal or external). Additionally, admins can require users to agree to recording and transcription before proceeding.

The Custom Message prompt supports multiple languages, allowing organizations to cater to diverse, multilingual audiences. Supported languages include:

| <ul><li>English</li><li>Español</li><li>Deutsch</li><li>简体中文 </li><li>繁體中文 </li><li>Français</li></ul> | <ul><li>Português </li><li>日本語 </li><li>Русский </li><li>한국어 </li><li>Italiano </li><li>Tiếng Việt</li></ul> | <ul><li>Polski </li><li>Türkçe </li><li>Bahasa Indonesia </li><li>Nederlands </li><li>Svenska</li></ul> |
| ------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------- |

When creating the disclaimer(s), administrators must manually provide translated versions of the disclaimer messages for each desired language and audience (internal/external). The Zoom web portal does not provide an automated translation mechanism, so translations must be completed externally before being configured in the Custom Message settings.


# Zoom's Commitment to Responsible AI

Zoom is committed to developing AI responsibly, with security and privacy at the core of the generative AI capabilities it provides to its customers. Zoom recognizes that AI presents an evolving set of risk considerations for its customers, and the company is committed to prioritizing transparency and customer choice as it brings generative AI features to market.

In line with these commitments, Zoom has announced that it does not use any customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models.

Zoom provides certain controls at the account, group, and/or user levels, allowing administrators to manage which Zoom AI features or capabilities they wish to make available for specific Zoom product offerings and which users have access. For example, for Zoom Meetings, administrators can enable the Zoom AI features at the account level and meeting hosts and participants can choose whether to activate and use them for specific meetings. To provide transparency, Zoom meeting participants will see in-product indicators related to the Zoom AI features that are activated for that meeting.


# Data Governance and Privacy

An overview of Zoom AI data governance and privacy

## Data Encryption

Customer data, including customer content, is encrypted in transit between customers and Zoom, where supported by the user’s connection method and as stated in Zoom's support articles, between Zoom services, and between Zoom and its third-party subprocessors, including its third-party AI model providers (e.g., OpenAI and Anthropic), using Transport Layer Security (TLS) 1.2, as a minimum, or AES 256-bit GCM. Customer data, including customer content, that is either generated by or used to provide the Zoom AI features, is encrypted at rest using a minimum Advanced Encryption Standard (AES) 256-bit encryption.

{% hint style="info" %}
**Note**

Customers may supply their own encryption key for content stored by Zoom if they use Zoom Customer Managed Key (CMK), available for Enterprise customers or as an add-on. A current list of the types of assets supported by CMK can be found in the “Content protected by Customer Managed Key” support article.
{% endhint %}

## Data Access

Consistent with Zoom’s [Privacy Statement](https://www.zoom.com/en/trust/privacy/privacy-statement/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236), Zoom employees may not access or use customer content, including meeting, webinar, messaging, or email content (specifically, audio, video, files, in-meeting whiteboards, messaging, or email content), any content generated or shared as part of other collaborative features (such as out-of-meeting whiteboards), or content generated by AI features, unless authorized by the account owner or administrator of the account hosting the Zoom product or service where the customer content was generated, or as required for legal, safety, or security reasons.

## Data Usage

Zoom does not use any customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models.

Zoom AI features must use certain content to provide the service.

## Data Processing and Storage Locations

Zoom processes and stores data based on the hosted data center region and applicable settings of the host, owner or user, as applicable. See also the [Managing Data & Storage location](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066473) support article for more information on storage locations.\
\
When interacting with external participants, content (e.g., chats, meeting transcripts) exchanged between accounts may be processed according to the external account settings.

## Data Retention

Zoom stores and retains customer content and personal data for as long as required to engage in the uses described in its [Privacy Statement](https://www.zoom.com/en/trust/privacy/privacy-statement/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236), unless a longer retention period is required by applicable law, including for reasons such as trust and safety. In the context of data retention and processing, “trust and safety purposes” refers to measures taken to protect the safety and integrity of a service and its users. This involves retaining certain data for a period of time to help prevent abuse and misuse. Additional information on Zoom’s Trust and Safety processes may be found in [Zoom's Safety Center](https://safety.zoom.us/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236). Content that would ordinarily be retained by the associated Zoom service is stored in accordance with the retention period for that service. Customers may also set custom retention periods for certain content.

With respect to third-party generative AI model providers used as part of Zoom AI’s federated approach, Zoom has zero data retention policies in place, which provide that they do not retain customer content, with limited exceptions for trust and safety purposes, such as to detect and report CSAM.

### Zero Data Retention for Meeting Summary

Administrators can implement a zero data retention approach for transcripts within their account by **disabling** and **locking** the Meeting transcript setting on the account or group-level. When configured in this manner, Zoom uses temporary speech-to-text data for the purpose of generating a meeting summary and does not retain a persistent transcript of the meeting conversation.

Once summary generation is successful, the ephemeral speech-to-text data is discarded and cannot later be recovered, re-obtained, or reused. If the initial attempt to generate a summary is unsuccessful, Zoom uses the temporary speech-to-text data to allow additional attempts to complete the summary. If summary generation still does not succeed, the speech-to-text data is discarded.

Because no persistent transcript is retained under this configuration, meeting summaries generated in this manner cannot later be reprocessed, regenerated, or used with a different or custom summary template. This approach is therefore intended for organizations that prioritize minimizing transcript retention over preserving the ability to perform later transcript-based reprocessing.

This configuration applies only to Zoom’s meeting summary feature and controls whether transcripts are generated and retained when summaries are generated. However, other Zoom Meetings features that require access to meeting transcripts such as My Notes and archival will be impacted when transcript generation is disabled, as these features depend on the availability of transcripts. Additionally, if a cloud recording feature is enabled, it can generate and retain a meeting transcript as part of the cloud recording files independent of this configuration. Additional transcript settings for My Notes, archival, and cloud recordings will continue to be managed in separate locations in the web portal. This setting also does not prevent participants or third parties from independently creating, storing, or retaining separate transcript copies, notes, recordings, or other records of the conversation through external tools or services.

Refer to Zoom’s support center for more information on [allowing users to retain transcripts generated with meeting summary](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076631) or [accessing meeting transcripts](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076632).

## Third-Party Sub-processors

As part of Zoom’s federated approach to AI, artificial intelligence models from third parties, such as Anthropic and OpenAI, may be used for certain Zoom AI features alongside Zoom’s artificial intelligence models to provide high-quality results. Zoom also uses other model providers for particular features, discussed above.\
\
Zoom requires its [sub-processors](https://www.zoom.com/en/trust/subprocessors/) to satisfy obligations equivalent to those outlined in Zoom’s Data Processing Addendum. Zoom’s sub-processors are subject to security assessments on at least an annual basis as part of Zoom’s third-party risk management program. Zoom’s third-party risk management controls are assessed by independent audit firms in many of its security certifications and attestations, which are available to customers on [Zoom’s Trust Center](https://www.zoom.com/en/trust/legal-compliance/).

## How Zoom AI Features Use Your Data

Detailed information about how individual Zoom AI features use data is maintained in Zoom’s support documentation. For information about how particular Zoom AI features handle data, including what content may be used to provide the service, refer to Zoom’s support article, [How Zoom AI features handle your data](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057861).


# Security Framework

An overview of the Zoom AI security framework

## **Security Framework**

Zoom’s secure software development lifecycle (SDLC) is a set of practices and processes designed to integrate security into each phase of the software development lifecycle. Zoom’s secure software development controls are assessed by independent audit firms as indicated in Zoom’s security certifications and attestations, which are available to customers on [Zoom’s Trust Center](https://www.zoom.com/en/trust/legal-compliance/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236). Zoom AI features follow Zoom’s standard secure SDLC process, which includes the following sections.

## **Design Review**

Zoom’s Engineering Security team is engaged during the design phase when a feature is being conceptualized so that key security controls can be built into the requirements. Security design reviews, which include threat analysis, are performed to identify potential threats and mitigations. Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified during the security design review.

## **Code Review**

Peer code reviews are a key element of Zoom’s secure software development lifecycle and are enforced in Zoom’s software development platform. In addition to peer code reviews, high-risk areas identified during the security design review require secure code reviews. Where appropriate manual testing is also performed on a release by release basis.

## **Static Analysis Testing**

Zoom utilizes static analysis security testing (SAST) tools to scan its source code for coding errors and common security vulnerabilities, including Open Web Application Security Project’s (OWASP) Top 10 and National Vulnerability Database (NVD). Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified through static analysis testing.

## **Dynamic Analysis Testing**

Zoom utilizes dynamic analysis security testing (DAST) tools to identify common security vulnerabilities, including OWASP’s Top 10 and NVD. Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified through dynamic analysis testing.

## **Third-Party Code Reviews**

Where open source software (OSS) is used, the OSS package must undergo Zoom’s third-party code review process, which includes a set of OSS evaluation criteria and scanning for common security vulnerabilities. Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified through third-party OSS scanning tools.

## **Deployment**

Security approval is required for the deployment of new products and features, including Zoom AI features. Zoom has a dedicated Release Security Assurance function responsible for scanning Zoom client builds prior to release. The final Zoom client build scans are designed to identify potential vulnerabilities or malicious content, and the build is digitally signed to maintain its integrity and authenticity.

## **Generative AI Model Security**

In addition to the steps outlined in Zoom’s secure SDLC above, models hosted by Zoom are subject to security reviews to assess security threats specific to generative AI models. The generative AI model review includes commonly known LLM model vulnerabilities, in line with OWASP’s Top 10 for LLMs and other secure AI frameworks. Vulnerabilities identified in the generative AI security reviews must be remediated in accordance with Zoom’s vulnerability remediation standards.

Zoom’s third-party subprocessors are subject to security assessments on at least an annual basis as part of Zoom’s third-party risk management program. Zoom’s third-party risk management controls are assessed by independent audit firms as indicated in Zoom’s security certifications and attestations, which are available to customers on [Zoom’s Trust Center](https://www.zoom.com/en/trust/legal-compliance/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236).

## **Security Assessments**

Zoom has a dedicated offensive security team that performs ongoing vulnerability research and red team exercises across Zoom’s platform, including for Zoom AI features. In addition to Zoom’s dedicated offensive security team, penetration tests are performed by an independent third party on at least an annual basis.

## **Vulnerability Disclosure Program**

Zoom believes that the independent security research community can provide key contributions to the security of Zoom’s products. Zoom maintains a [vulnerability disclosure program](https://www.zoom.com/en/trust/vulnerability-disclosure/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236) as well as a Bug Bounty program through HackerOne that incentivizes security researchers to responsibly report potential security vulnerabilities so Zoom can fix them and keep its users safe.

## **Compliance Certifications**

Zoom’s AI features adhere to the same security and compliance requirements as the primary Zoom products within which they are incorporated and key Zoom AI features in Zoom Workplace (previously named AI Companion) are ISO 27001, ISO 27701, and ISO 27017/18 certified and included within the scope of Zoom’s SOC 2 report, available on [Zoom’s Trust Center](https://www.zoom.com/en/trust/legal-compliance/?ampDeviceId=bb815bd9-9fc2-43c5-8323-028b2011295a\&ampSessionId=1777925804236).


# User Transparency and Notice

An overview of Zoom AI transparencies and notices

## **In-Meeting Indicators**

The following sections describe how users can identify Zoom AI features that are activated for the meeting.

### Zoom AI Meeting Questions and Meeting Summary

When the in-meeting Zoom AI features Meeting questions and Meeting summary are activated for the meeting, attendees will see an illuminated AI Sparkle icon in the top-right corner of the meeting window. When hovering over the icon, participants can see which of these AI features are currently enabled for the meeting and if a transcript is being generated for Meeting Summary.

<div data-with-frame="true"><figure><img src="/files/rNdMHRaVbE4IoVAYE7zK" alt="" width="323"><figcaption><p>In-meeting indicator that Zoom AI features are enabled</p></figcaption></figure></div>

If desired, participants can request the meeting host to disable these Zoom AI features for the meeting, along with the option to delete assets generated by Zoom AI up to that point. For My Notes, the portion of the transcript that is already generated before transcription is stopped will remain available to the participant who started My Notes. If the host also deletes the associated meeting assets, then transcripts generated with My Notes will also be deleted, unless the participant completed and saved the transcript before the host stopped transcription.

<div data-with-frame="true"><figure><img src="/files/yoD2nG7qfz1yN7JhS7Pg" alt="" width="375"><figcaption><p>The message a host receives when a participants<br>requests to disable Zoom AI</p></figcaption></figure></div>

When Meeting Summary and Meeting Questions are not enabled, the AI Sparkle icon is unilluminated.

<div data-with-frame="true"><figure><img src="/files/1GHIPvwUjBJeLmzLD1OK" alt="" width="375"><figcaption><p>The unilluminated icon shows Zoom AI features are not enabled.</p></figcaption></figure></div>

{% hint style="info" %}
**Note**

The above indicators do not apply to My Notes.
{% endhint %}

### My Notes

When My Notes is turned on in a Zoom Meeting, each participant in the meeting will see a banner indicating that the meeting is being transcribed, unless they have opted to not show it again. Users can reset meeting disclaimers in their Zoom client settings to show these banners again.

<div data-with-frame="true"><figure><img src="/files/W5lOcttx32E3ByEqIcK0" alt="" width="375"><figcaption><p>In-meeting indicator showing transcription is active</p></figcaption></figure></div>

In the **Participants** list, users using My Notes are marked by a pencil icon.

<div data-with-frame="true"><figure><img src="/files/cW6ZUN7fHTK7X78459xN" alt="" width="348"><figcaption><p>Example of the My Notes pencil icon</p></figcaption></figure></div>

In the top-right corner of the meeting window, the transcription icon will display when a participant is using My Notes. The meeting host will see an option to **stop transcription**, while participants can **ask the host to stop transcription**.

<div data-with-frame="true"><figure><img src="/files/1v1Wa6cKhIbii8xHR9Dh" alt="" width="375"><figcaption><p>My Notes icon indicating My Note is active in the meeting</p></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/cDIy9jioRCJ9YO6Wxshd" alt="" width="375"><figcaption><p>The message a host receives when a participant requests to <br>stop transcription</p></figcaption></figure></div>

If transcription is turned off by the meeting host, a banner will appear on the My Notes window.

<div data-with-frame="true"><figure><img src="/files/1cMmQYMBvHunyHXHqnp3" alt="" width="375"><figcaption><p>Banner indicating transcription was disabled by the host. </p></figcaption></figure></div>

## AI Agents

When AI agents are present within a chat channel, a notification will display above the message box, stating **AI agents present**.

<div data-with-frame="true"><figure><img src="/files/BPaFqXwfx2ctVOvrjxRo" alt="" width="323"><figcaption></figcaption></figure></div>

Additionally, AI agents will be listed separately in a chat channel’s profile card.

<div data-with-frame="true"><figure><img src="/files/hr3zE746X3DfWGQExUZr" alt="" width="375"><figcaption><p>Example of a chat channel profile card with an AI Agent</p></figcaption></figure></div>


# Zoom Mail and Calendar

This section provides technical implementation details, configuration workflows, and strategic practices designed specifically for administrators deploying Zoom solutions.

You'll find step-by-step procedures that streamline complex configurations, troubleshooting resources that accelerate resolution times, and practical examples that demonstrate real-world application scenarios.

Topics within this section connect technical specifications to measurable business outcomes, enabling you to architect solutions, support client implementations, and identify opportunities for feature expansion. Whether you're conducting initial deployments, optimizing existing environments, or evaluating advanced capabilities for your organization, this documentation serves as your definitive resource for successful Zoom product utilization.

{% content-ref url="/pages/cjvG7ABUXW4znxmUzAGv" %}
[Zoom Mail and Calendar Client Explainer](/zoom-workplace/zoom-mail-and-calendar/zoom-mail-and-calendar-client-explainer)
{% endcontent-ref %}

{% content-ref url="/pages/k8kwqFKQZhv6ObW2JCsu" %}
[Zoom Mail and Calendar Services Explainer](/zoom-workplace/zoom-mail-and-calendar/zoom-mail-and-calendar-services-explainer)
{% endcontent-ref %}


# Zoom Mail and Calendar Client Explainer

This document provides an overview and introduction to the Zoom Mail and Zoom Calendar *Clients*, not to be confused with the Zoom Mail and Calendar *Services*. The Zoom Mail and Calendar Clients specifically refer to the in-client user interfaces for managing a user’s email and calendars, and does not apply to Zoom’s calendaring and email infrastructure or service.

### What Is It?

The Zoom Mail and Calendar Clients bring supported email and calendar accounts into Zoom Workplace desktop and mobile apps.

### Compatibility <a href="#lszlgu1wqb04" id="lszlgu1wqb04"></a>

Users can integrate their Gmail or Microsoft 365 accounts for work and school with native calendar and email access within the Zoom Workplace app. Zoom Mail Service users automatically use the Zoom Workplace app as an email and calendar client. Information on third-party integration, authorization, and access is described below.

### Advantages of Using Both Mail and Calendar Client Integrations <a href="#su7cr3pxsyag" id="su7cr3pxsyag"></a>

Users with a completed Zoom Mail and Calendar integration can access both their email account and calendars within the Zoom Workplace app, streamlining workflow and reducing dependencies on separate email applications or browsers.

#### <mark style="color:blue;">The Zoom Mail Client supports core email functionality</mark> <a href="#id-41329ubbsvjr" id="id-41329ubbsvjr"></a>

Users with the Zoom Mail Client integration can access core email features and functionalities, including but not limited to an inbox, outbox, drafts, sent messages, archiving, searching, rules (filters), starring, custom labels, vacation messages, and signatures.

#### <mark style="color:blue;">Users with the Zoom Calendar Client can schedule, update, and delete calendar events within the client</mark> <a href="#f5dbej4nz0l" id="f5dbej4nz0l"></a>

Users have full access to their calendars, including shared and resource calendars, within the Zoom Workplace app. This includes the ability to schedule, update, or delete calendar events for any calendars they have access to and are privileged to.

#### <mark style="color:blue;">The Zoom Calendar Client also supports scheduling privilege on other users' calendars</mark> <a href="#pyd20slysu6d" id="pyd20slysu6d"></a>

Authorized delegates with scheduling privilege to a user’s calendar within their calendaring provider **and** in Zoom can schedule meetings directly to the user’s calendar on behalf of the user. Meetings scheduled this way are automatically scheduled under the calendar owner’s Zoom account, but can be manually scheduled under the delegate’s account if desired.

### Features to Streamline User Workflows <a href="#r6b935r3u6h5" id="r6b935r3u6h5"></a>

Users with the Zoom Mail and Calendar Client integrations can simplify and consolidate workflows within the Zoom Workplace app. The following features are available to users with both integrations:

{% columns %}
{% column %}

* Integrated scheduling (see invitee availability)
* Share emails to Zoom Chat
* Attach cloud recordings to a calendar invite
* Schedule using a Zoom phone number
  {% endcolumn %}

{% column %}

* Starting a chat with event participants
* See who has joined the Zoom meeting in the sidebar
* Integrate Zoom contact card with mail and calendar
  {% endcolumn %}
  {% endcolumns %}

### Zoom Mail and Calendar Client Functionality <a href="#id-4g4fq6k8th6m" id="id-4g4fq6k8th6m"></a>

#### <mark style="color:blue;">The Zoom Mail and Calendar Clients are disabled by default for all Business, Enterprise, Education, and Healthcare accounts, unless turned on by an admin</mark> <a href="#id-2diydxydajw3" id="id-2diydxydajw3"></a>

Zoom Mail and Calendar Clients are automatically disabled for all Zoom Business, Enterprise, Education, and Healthcare (with a signed BAA) accounts. Account admins can enable this setting from the web under **Account Settings**. Refer to our support documentation for more information on enabling the [Zoom Mail Client and Calendar Client](https://support.zoom.us/hc/en-us/articles/9868737154061).

* **Users can opt-in to one or both integrations for mail and calendar**\
  \
  If both Zoom Mail and Calendar Clients are enabled on an account, Zoom will prompt users to integrate both services by default. Users can opt-out of one or both integrations by deselecting scope permissions to **Mail** or **Calendar** during the account integration process.

<figure><img src="/files/E3q4KGwk4GfrV8nwoijB" alt="Image of a Zoom Permissions window, showing Calendar and Contacts marked as both Read and Write." width="375"><figcaption></figcaption></figure>

* **Admins can enable the Zoom Mail Client and Calendar Client on an account or group level**\
  \
  Account admins or authorized users can enable the Zoom Mail Client and Calendar Client for the entire account or on a group level. Refer to our support documentation for more information on enabling the [Zoom Mail Client and Calendar Client](https://support.zoom.us/hc/en-us/articles/9868737154061).
* **Zoom Workplace apps do not include client-level controls like MSI or GPO settings for Zoom Mail and Calendar Clients at product launch**\
  \
  Zoom desktop and mobile clients will not include MSI or Group Policy (GPO) controls for limiting client access to the Zoom Mail and Zoom Calendar Clients. Account admins or authorized users can restrict access to these features exclusively from the web.
* **Zoom Mail and Calendar Clients are not available for Zoom for Government customers**\
  \
  Zoom Mail and Calendar Clients are not available for Zoom for Government (FedRAMP) customers.

#### <mark style="color:blue;">The Zoom Mail Client supports one authenticated email account at a time</mark> <a href="#c3rq4l5nt48q" id="c3rq4l5nt48q"></a>

Users can integrate a maximum of one email account at a time within the client; however, users may access as many calendars as their email account is authorized to. Users with delegate access may still receive email notifications for new calendar events if subscribed.

#### <mark style="color:blue;">The Zoom Mail and Zoom Calendar Clients send and receive data through REST APIs with OAuth 2.0 authentication</mark> <a href="#a3vswfmpaujo" id="a3vswfmpaujo"></a>

Similar to Zoom’s existing calendar and contacts integration, the calendaring and mail integration uses additional application scopes for email and calendar reading and writing permissions. Zoom Workplace apps fetch calendaring and email data from Gmail, Microsoft 365, and Zoom Mail through REST API requests using OAuth 2.0 authentication.

#### <mark style="color:blue;">No third-party mail or calendaring data is stored within Zoom Mail servers</mark> <a href="#k2pz155s3ud4" id="k2pz155s3ud4"></a>

No email or calendaring data from third-party integrations with the Zoom Mail and Calendar Clients is stored within Zoom Mail servers. All data is processed directly from the service provider to the user’s client.

#### <mark style="color:blue;">Calendar events are stored in temporary memory until the client is exited</mark> <a href="#qzraj14zb1nc" id="qzraj14zb1nc"></a>

User calendar events are stored in temporary memory (RAM) within the local machine. This data persists within the machine until it is cleared on client exit.

#### <mark style="color:blue;">Email data is stored in an encrypted database on the local machine until the user is logged out</mark> <a href="#svegc6puyqco" id="svegc6puyqco"></a>

Data from the email-client integration is stored within an encrypted database on the user’s local machine. This data does not expire and is not removed from the machine unless the user is logged out of their email account within the Zoom Workplace app.

#### <mark style="color:blue;">The Zoom Mail Client does not support third party add-ins</mark> <a href="#id-7tf1ubq2zndg" id="id-7tf1ubq2zndg"></a>

The Zoom Mail Client does not support third party add-ins or development features, such as integrated scheduling for alternative video conferencing providers. Users can only schedule Zoom Meetings within the Zoom Mail Client.


# Zoom Mail and Calendar Services Explainer

Authored by Jakob Ganschow

## Zoom Mail and Calendar Services Overview

These pages provide an introduction to the Zoom Mail and Zoom Calendar Services, not to be confused with the Zoom Mail and Zoom Calendar Clients. This section primarily details an overview of the Zoom-provided services for email and calendaring.

#### <mark style="color:blue;">Zoom Mail Service is a full-featured email solution enhanced by advanced security technologies</mark>

Zoom Mail is Zoom's full-featured email service, designed to centralize communication workflows within a single, cohesive platform alongside Zoom's comprehensive suite of collaboration tools—including Zoom Meetings, Zoom Phone, Zoom Contact Center, and Zoom Chat. Zoom Mail provides secure email transportation methods, including end-to-end encrypted emails between two active Zoom Mail users on the same account (as further described below), and password-expiring, server-side encryption for external email recipients. Standard email protocol—plain text delivered over a TLS connection—is also supported.

#### <mark style="color:blue;">Zoom Mail Service offers three encryption methods: end-to-end encryption, server-side password expiration, and plain text over TLS</mark>

Zoom Mail Services offers users three encryption methods for protecting emails:\\

1. End-to-end encryption, using local, device-generated keys—optional and exclusively available between active Zoom Mail users on the same account; availability depends on a variety of factors including whether sender and receiver have already generated encryption keys, Zoom client version, and configuration of user or account level settings.
2. Server-side encryption, with password-expiring emails.
3. Encryption in transit using TLS, securing plaintext emails as they travel between servers (how most email services work).

#### <mark style="color:blue;">Zoom Mail Service also comes with the Zoom Calendar Service</mark>

Alongside Zoom Mail Service, users gain access to Zoom Calendar Service—a fully integrated calendar within the Zoom client that enables scheduling meetings and appointments, either for themselves or, with the proper permissions, on behalf of others.

#### <mark style="color:blue;">Zoom Mail and Calendar Services supports core user and business-grade email features and functionality</mark>

The Zoom Mail and Calendar Services supports core user and business-grade email features and functionalities, including but not limited to:

<table data-header-hidden><thead><tr><th width="367"></th><th></th></tr></thead><tbody><tr><td><strong>User Features</strong></td><td></td></tr><tr><td><ul><li>Inbox</li><li>Outbox</li><li>Drafts</li><li>Sent Messages</li><li>Archiving (Personal)</li><li>Searching</li><li>Filters</li><li>Starring</li><li>Custom Labels</li><li>Contacts</li></ul></td><td><ul><li>Mail Merge</li><li>Scheduled Sending</li><li>Distribution Lists</li><li>Signatures</li><li>Vacation Messages</li><li>Aliases</li><li>Delegation</li><li>Address Blocking</li><li>Templates</li><li>Webmail</li></ul></td></tr></tbody></table>

| **Admin Features**                                                                                                                                                                                                                                                                                                                                                                                         |                                                                                                                                                                                                                                                              |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| <ul><li>Multi-Domain Support</li><li>Domain Management</li><li>User Migration</li><li>Mailing List Migration (Google)</li><li>Contacts Migration (Google)</li><li>Resource Calendars</li><li>Mailing Lists</li><li>Aliases</li><li>Security</li><li>APIs (<a href="https://developers.zoom.us/docs/api/mail/">Mail</a> and <a href="https://developers.zoom.us/docs/api/calendar/">Calendar</a>)</li></ul> | <ul><li>Legal Hold</li><li>eDiscovery</li><li>Storage Management</li><li>Delivery Management</li><li>Change History</li><li>Email Activity Management</li><li>Reporting</li><li>Email Search</li><li>Device Managed Encryption (Encryption Escrow)</li></ul> |

#### <mark style="color:blue;">Zoom Mail and Calendar Services are currently only available for customer accounts hosted on Zoom’s United States or European infrastructure</mark>

Customers hosted on Zoom’s European or United States global infrastructure can currently purchase Zoom Mail and Calendar Services. Zoom Mail and Calendar Services are not available for accounts hosted on other region-specific infrastructure (e.g., India, Australia, Singapore, etc.).

## **Zoom Mail Service and Calendar Service Encryption Methods**

### **End-to-End Encrypted Emails**

#### <mark style="color:blue;">By default, Zoom Mail Service offers optional end-to-end encrypted email between active Zoom Mail Service users on the same account</mark>

By default, Zoom Mail Service supports end-to-end encryption (E2EE) for emails sent between two active users on the same account, as long as both the account and users are configured to allow it. With end-to-end encryption, messages are encrypted on the sender's device and can only be decrypted on the recipient's device—no one else, including Zoom, can read the content. If Device Managed Encryption is enabled, however, authorized account admins may also have access.

When sending an end-to-end encrypted email, the Zoom Workplace app clearly marks outgoing messages accordingly. These messages are protected with client-generated encryption keys, transmitted over TLS 1.2, and stored on Zoom's servers in encrypted form, helping ensure their content remains inaccessible to Zoom and unauthorized parties, though designated Device Managed Encryption administrators can access encryption keys to decrypt content when necessary—for example, for user recovery or legal discovery purposes.

More information on Zoom Mail Service’s encryption design can be found in our [Cryptography Whitepaper](https://github.com/zoom/zoom-e2e-whitepaper/blob/master/zoom_e2e.pdf).

#### <mark style="color:blue;">End-to-end encrypted emails can be sent to users on other accounts so long as both domains enable the “encryption across domain” setting</mark>

By default, end-to-end encrypted emails can only be exchanged between users in the same account. However, if admins from two different domains enable the **Encryption across domain** option in **Domain Management**, users in those domains can send end-to-end encrypted emails to each other.

If this setting is not enabled, encrypted emails sent across accounts will use the password-expiring encryption method as the fallback.

#### <mark style="color:blue;">The Zoom Mail Service uses device-based encryption keys, which are used to grant new devices access to old data</mark>

As part of Zoom Mail Service’s design, every authorized device generates its own device-specific keys, in addition to per-user keys that are shared across all authorized devices. These per-user keys are what enable encryption and decryption of email content on each device.

When a new Zoom Mail Service device is added, fresh per-user keys are created and distributed to all devices, ensuring equal access to new email data. For security, however, newly added devices do not automatically gain access to older data or the keys that protect it.

To access historical emails, an already-authorized device must share the relevant per-user keys with the new device. If no existing device grants access, the new device cannot decrypt or view past emails. When access is granted, the devices complete a private key exchange using each device’s unique device-specific key pair.

<figure><img src="/files/rj6j2TrTApaX0nOoZLpC" alt="Image showing mail encryption process with a number of options."><figcaption></figcaption></figure>

#### <mark style="color:blue;">Authorized devices can revoke other authorized device access</mark>

Any authorized device can revoke another device’s access to Zoom Mail Service content. In the event a device’s access is revoked, the device’s keys are invalidated and per-user keys are rotated between all remaining authorized devices.

#### <mark style="color:blue;">Users should take care to securely store their backup key to restore access in case of emergencies</mark>

Users should securely store a backup key to restore access if all authorized devices are lost, since each new device must be approved by one that’s already authorized. To reduce this risk, Zoom Mail Service prompts users to download a backup key during setup, as **Zoom cannot add devices or grant access on behalf of users**.

#### <mark style="color:blue;">Device Managed Encryption can help restore access if device keys are lost</mark>

If enabled on the account, admins can help restore user access to device-encrypted emails through the Device Managed Encryption (also referred to as encryption escrow) feature. Device Managed Encryption lets authorized admins securely access the keys that protect encrypted messages. With this access, they can approve new devices or restore encryption access if someone loses their existing device, helping ensure users can get back into their email without losing important information. More information on Device Managed Encryption is described further down this page.

{% hint style="danger" %}
**Warning**

If user access is lost without backup codes, another authorized device, or Device Managed Encryption, user data will be permanently unretrievable.
{% endhint %}

### **Password-Expiring Encrypted Emails**

#### <mark style="color:blue;">Password-expiring emails can be sent to anyone</mark>

Unlike end-to-end encrypted emails, which require two users to be on the same Zoom account, password-expiring emails can be sent to any email recipient.

#### <mark style="color:blue;">Password-expiring emails are time sensitive and contain an embedded password within the URL</mark>

Expiring emails send recipients an email with a time-sensitive link to the original email, with a password embedded in the URL. After the link is sent, the Zoom Mail Service does not retain a copy of the password, exclusively allowing access through the URL.

Expiring emails are encrypted at rest within Zoom Mail Service servers and must be set to expire in one day, week, or month from their postmark. After an expiring email expires, the link is invalidated and the message’s public-facing content is deleted from Zoom Mail Service servers; however, a separate, private copy may persist within the sender’s **Sent** folder.

#### <mark style="color:blue;">Password-expiring emails must be opened in a web browser</mark>

When a user receives a password-expiring email, the user **must** click a link to open the email in a browser window. Password-expiring emails cannot be viewed within the Zoom Mail client.

### **Encrypted Email Limitations**

#### <mark style="color:blue;">Encrypted emails are not accessible or available in webmail</mark>

Due to the intrinsic design of end-to-end encryption and server-side encryption, emails with this designation cannot be viewed, read, or sent in the webmail client, except when opening a link to a password-expiring email. Consequently, all emails sent from webmail will use plaintext over TLS encryption.

#### <mark style="color:blue;">Webmail does not support sending encrypted emails</mark>

Users cannot send end-to-end encrypted or password-expiring (server-encrypted) emails from webmail at this time.

#### <mark style="color:blue;">Emails sent to a mailing list are not end-to-end encrypted</mark>

Emails sent to a mailing list are not end-to-end encrypted, even if all users are Zoom Mail Service accounts authorized and enabled for the feature. Users must send distribution list emails using the password-expiring feature or plaintext over TLS.

#### <mark style="color:blue;">Personal copies of outbound emails are stored with encryption in the sender’s Sent folder</mark>

Personal copies of encryption-enabled emails (such as end-to-end encrypted or password-expiring messages) are stored in the sender’s Sent folder in encrypted form. Zoom Mail Service servers do not have the keys to decrypt these copies once they are sent. As a result, encryption-enabled emails cannot be viewed through webmail, but remain accessible from the Sent folder on the sender’s authorized devices. In contrast, standard plaintext emails sent over TLS are encrypted at rest using Zoom’s key management system and can be viewed through webmail.

### **Plaintext Emails (Standard Emails)**

#### <mark style="color:blue;">Zoom Mail Service offers plaintext and password-expiring emails for recipients using third-party email providers</mark>

When emailing non-Zoom Mail recipients, users can choose to send plain text or expiring emails, with both email methods protected by TLS 1.2 in transit whenever possible.

#### <mark style="color:blue;">Emails between Zoom Mail Service and third-party email providers are encrypted when stored by Zoom</mark>

Emails between Zoom Mail Service users and third-party email services are encrypted when stored by Zoom. Incoming messages from external services are encrypted with client-controlled keys as soon as they’re received, and outgoing messages to external accounts are saved in the sender’s Sent folder using keys provided by Zoom’s key management system.

### **Calendar Service**

#### <mark style="color:blue;">The Zoom Calendar Service does</mark> *<mark style="color:blue;">not</mark>* <mark style="color:blue;">use end-to-end encryption, but events are transmitted over TLS 1.2</mark>

The Zoom Calendar Service does not use end-to-end encryption for calendar events. This design allows interoperability between the Zoom Calendar Service and other calendar service providers; otherwise, calendar events and invitations would be unreadable to external parties. However, calendar events are transmitted using TLS 1.2 whenever possible for encryption in transit.

### **Device Managed Encryption**

#### <mark style="color:blue;">Device Managed Encryption adds a built-in backup device that lets administrators recover encryption keys and restore access when needed</mark>

Device Managed Encryption (also referred to as encryption escrow) is a safeguard that allows an organization to securely hold a copy of the encryption keys used to protect Zoom Mail Service communications. These keys are stored in a controlled system that only designated administrators can access. When Device Managed Encryption is turned on, account members are notified, and a special virtual device is automatically added to their account. This virtual device acts like a backup device that sits alongside a user’s own devices, making it possible for administrators to recover the encryption keys tied to the account and, when required, decrypt email content.

Device Managed Encryption is designed to support two main scenarios:

* **User recovery**: Administrators with the right permissions can approve new devices and restore access to encrypted email if a user loses all of their authorized devices.
* **Legal discovery**: Administrators with the right permissions can request encrypted email from Zoom’s servers and decrypt it to meet compliance or investigation needs.

This system helps ensure that only the sender and recipient can read the content of messages on their personal devices, while also providing a carefully controlled way for administrators to step in when recovery or legal access is required. This balance helps organizations meet compliance needs without weakening the overall security model.

## Administrating Zoom Mail Service and Calendar Service

This section details functionality and additional information for the Zoom Mail and Calendar Services.

#### <mark style="color:blue;">Admins can enable the Zoom Mail Service and Calendar Service on an account or group level</mark>

Account admins or authorized users can enable the Zoom Mail Service and Calendar Service for the entire account or on a group level. Refer to our support documentation for more information on enabling the [Zoom Mail Service and Calendar Service](https://support.zoom.us/hc/en-us/articles/9868737154061).

#### <mark style="color:blue;">Admins can choose the default email encryption behavior when configuring a domain</mark>

When configuring a domain for the first time, admins can choose the default encryption behavior that will apply to users. This setting cannot be changed once set. The list of options is limited to:

* Only use secure emails.
* Default to secure emails, but users can choose.
* Default to standard emails, but users can choose.

#### <mark style="color:blue;">Zoom Mail Service supports custom domains for customers on a Workplace Business account or higher</mark>

Companies on a Zoom Workplace Business plan or higher can set up the Zoom Mail Service with a custom email domain with proven ownership. Zoom does not provide domains for purchase and must be purchased through alternative providers.

#### <mark style="color:blue;">Zoom Mail Service does not offer domain management services</mark>

Zoom Mail Service does not provide domain registration or domain management services. Instead, it works with domains that an organization already owns and configures. Admins are responsible for setting up and managing their own domain records, such as DNS, and then connecting those domains to Zoom Mail Service for use.

#### <mark style="color:blue;">Users without a custom domain will have an @zmail.com address and no access to administration features</mark>

Users on accounts without a custom domain will use the email domain @zmail.com. The [zmail.com](http://zmail.com) domain does not include any administration features and is for basic email access only.

#### <mark style="color:blue;">Accounts are allotted different storage based on their plan type</mark>

Zoom accounts are granted the following Zoom Mail Service storage based on their plan type:

* Pro: 50GB
* Business: 100GB
* Business Plus: 1TB
* Enterprise: 5TB

#### <mark style="color:blue;">The Zoom Mail Service includes built-in spam and security features</mark>

To prevent spam email, Zoom Mail uses industry-standard protocols and techniques, such as:

* Domain-based Message Authentication Reporting & Conformance (DMARC)
* DomainKeys Identified Message (DKIM)
* Authenticated Received Chain (ARC)
* Strict Transport Security (MTA STS)

{% hint style="info" %}
**Note**

These standard protocols and techniques can only be applied to emails that are not subject to end-to-end encryption.
{% endhint %}

#### <mark style="color:blue;">Zoom Mail Service supports integration with third-party email hygiene and additional services, but not for encrypted emails</mark>

Zoom Mail Service supports integration with third-party email hygiene tools and add-on services, including advanced spam filtering, data loss prevention, and automatic archiving solutions that rely on server-side scanning. These integrations work with standard Zoom Mail Service communications (i.e., plaintext over TLS). However, when organizations choose to enable end-to-end encryption or other advanced encryption methods, external services that require access to message content will not be able to access those encrypted emails.

#### <mark style="color:blue;">The Zoom Mail Service supports up to 25 MB in attachment size</mark>

The Zoom Mail Service supports attachments up to 25 MB in size for inbound and outbound emails. Inbound emails with attachments greater than 25 MB will be bounced by the Zoom Mail Service. Alternatively, the Zoom Mail Client will prevent Zoom Mail Service users from uploading attachments exceeding 25 MB.

#### <mark style="color:blue;">Zoom Mail supports small-scale email importing</mark>

Zoom Mail Service supports small-scale email importing to help organizations move their existing mail into Zoom. For smaller migrations—such as a few hundred users—admins can usually complete the process on their own with built-in tools Zoom provides. Larger, enterprise-scale migrations involving thousands of users require additional planning, and organizations should work directly with their Zoom account team for support.

#### <mark style="color:blue;">Users cannot export Zoom Mail Service emails to third-party email services</mark>

User emails created or processed through use of the Zoom Mail Service cannot be exported to third-party email services at this time. If a user discontinues their Zoom Mail Service, their emails remain within the service until deletion by the account owner or following account termination.

#### <mark style="color:blue;">Zoom Mail Service data is stored within the infrastructural region the Zoom account is provisioned</mark>

Zoom Mail Service data is stored within the account’s regional infrastructure. For instance, if an account is hosted on Zoom’s United States-based global infrastructure, the data will reside in the U.S.. If the account is hosted on Zoom’s European infrastructure, the data will reside in Europe.


# Zoom Meetings

Welcome to Zoom Meetings documentation.

This section provides technical implementation details, configuration workflows, and strategic practices designed specifically for administrators deploying Zoom solutions.

You'll find step-by-step procedures that streamline complex configurations, troubleshooting resources that accelerate resolution times, and practical examples that demonstrate real-world application scenarios.

Topics within this section connect technical specifications to measurable business outcomes, enabling you to architect solutions, support client implementations, and identify opportunities for feature expansion. Whether you're conducting initial deployments, optimizing existing environments, or evaluating advanced capabilities for your organization, this documentation serves as your definitive resource for successful Zoom product utilization.

{% content-ref url="/pages/8VJFoOfyo9XYwCTSKK6W" %}
[Securing Zoom Meetings Explainer](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer)
{% endcontent-ref %}


# Securing Zoom Meetings Explainer

## Overview

Zoom Meetings are best experienced through the native Zoom Workplace desktop application, mobile app, or a Zoom Room, but you can also attend a Zoom meeting from the web, as a dial-in user (by calling in to the meeting by phone), or via third-party room devices (Zoom’s Conference Room Connector allows SIP/H.323-based video conferencing devices). This document provides a comprehensive overview of the available settings and in-meeting features you can use to help secure Zoom Meetings against uninvited automated meeting tools.

The Zoom App Marketplace is your resource to access and download applications and integrations that can enhance your meeting or event experience. Among those applications are bots, which, along with certain integrations and third-party services, constitute automated meeting tools. While automated meeting tools are intended to extend and enhance the Zoom Meetings experience, their presence may lead to unwanted data access through the recording of in-meeting media. Many of the following security features have individual user-level controls that empower Zoom users to manage the security of their own meetings, but you will also find several administrator-level configurations that account owners and admins can use to make meetings more secure for your entire account.

You may also observe the use of apps using Zoom Realtime Media Streams (RTMS) alongside or in place of conventional apps. Zoom Realtime Media Streams is a tool available to developers that gives the apps they create access to real-time video, audio, transcript, and screen share streams from Zoom Meetings. While Zoom Realtime Media Streams removes the need for third-party bots, administrators can still use RTMS-specific settings and in-meeting tools to optimize security.

{% content-ref url="/pages/NfqV9H6izyRNMXgKVtbg" %}
[Using Automated Meeting Tools in a Secure and Effective Manner](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer/using-automated-meeting-tools-in-a-secure-and-effective-manner)
{% endcontent-ref %}

{% content-ref url="/pages/VSyme496kTRuHdx1zJ3L" %}
[Administrative Settings for Automated Meeting Tools](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer/administrative-settings-for-automated-meeting-tools)
{% endcontent-ref %}

{% content-ref url="/pages/rP3rKxEo6PZ9Y5oZBVAu" %}
[Manage Automated Tools and Participants in your Zoom Meetings](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer/manage-automated-tools-and-participants-in-your-zoom-meetings)
{% endcontent-ref %}

{% content-ref url="/pages/qHGuqS41tFdevlHXfbT2" %}
[Prevent Uninvited Automated Meeting Tools and Participants with Account Settings](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer/prevent-uninvited-automated-meeting-tools-and-participants-with-account-settings)
{% endcontent-ref %}

{% content-ref url="/pages/UOW3UICNL4GocLO0g6Mh" %}
[Additional Security Measures for Meetings](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer/additional-security-measures-for-meetings)
{% endcontent-ref %}

{% content-ref url="/pages/DLL2X3ZOKnIfVPAwHEmr" %}
[Zoom Realtime Media Streams](/zoom-workplace/zoom-meetings/securing-zoom-meetings-explainer/zoom-realtime-media-streams)
{% endcontent-ref %}


# Using Automated Meeting Tools in a Secure and Effective Manner

### Enhance your Zoom Meeting experience with automated tools

Automated meeting tools (e.g., applications—including bots, integrations, and third-party services) can enhance the Zoom Meeting experience and assist users with several tasks, such as meeting notation, summarization, transcription, and recording. Enterprise professionals may use automated meeting tools to record their collaboration sessions for coaching purposes, and educators and students may use them to summarize lectures to be revisited during study sessions. Automated meeting tools can be added at [marketplace.zoom.us](http://marketplace.zoom.us) or from the Apps icon found in the Zoom Workplace application. Your developers can also create unpublished or internal automated meeting tools to serve specific functions within your organization.

### Application approval process

All automated meeting tools that utilize the Zoom Meeting SDK must comply with the [Zoom SDK App Requirements](https://developers.zoom.us/docs/distribute/sdk-app-requirements/) so they trigger the appropriate notifications when meeting content is being accessed.

All automated meeting tools that are intended to be published to the Zoom App Marketplace undergo a dedicated [review process](https://developers.zoom.us/docs/distribute/app-review-process/). Once an automated meeting tool is submitted, the Zoom App Marketplace team reviews and either approves it or provides feedback to the developer on any remediation work required for it to be approved.

The review process’ primary goals are to:

* Confirm that the automated meeting tool is ready for use by end users.
* Confirm that the automated meeting tool follows best practices for privacy and security to reduce risks to users.

{% hint style="info" %}
[Private-use and beta automated meeting tools](https://developers.zoom.us/docs/platform/key-concepts/#private-vs-beta-vs-published-apps) that are not published to the Zoom App Marketplace do not require review.
{% endhint %}

{% hint style="danger" %}
As of July 16, 2023, all newly submitted automated meeting tools must be approved by the App Marketplace team to join meetings that are hosted by other Zoom accounts. Automated meeting tools that are not approved by the App Marketplace team will only be able to join meetings that are hosted by the account in which they were developed after this date.
{% endhint %}

#### <mark style="color:blue;">Best practices for building automated meeting tools</mark>

Zoom’s [developer website](https://developers.zoom.us/) is your guide to building, designing, and testing new automated meeting tools. The site contains best practice information, including how to use Zoom’s [Meeting software developer kit (SDK)](https://developers.zoom.us/docs/meeting-sdk/). There are also reference implementations available for [Meeting SDK for Windows](https://github.com/zoom/meetingsdk-win-raw-recording-sample) or the [Meeting SDK for Web](https://github.com/zoom/meetingsdk-web-bot-sample).

#### <mark style="color:blue;">Privacy policies and support for automated meeting tools</mark>

Navigate to the **Developer resources** section for each application, integration, or service available in [App Marketplace](https://marketplace.zoom.us/) to view its privacy policy and other support resources.

### Automatic CAPTCHA prevents uninvited automated meeting tools from joining meetings

Users can join a Zoom Meeting without [a Zoom account](https://support.zoom.us/hc/en-us/articles/4423182002317-Joining-a-Zoom-meeting-without-an-account) or from the web if they are unable to download the Zoom desktop client or mobile app. These participants can join as a guest by navigating to [zoom.us](http://zooom.us) and clicking **Join** and then **Join by Meeting ID**. The meeting guest can then enter the meeting ID and passcode (if applicable) to join the meeting.

Some users may also join or start meetings via their web browser by entering these URLs:

* <https://zoom.us/wc/join/meetingID>
* <https://zoom.us/wc/meetingID/start>

#### <mark style="color:blue;">CAPTCHA helps prevent uninvited automated meeting tools from joining meetings from the web</mark>

Zoom automatically utilizes CAPTCHA v3 for meeting participants, which runs invisibly in the background to help ensure that uninvited automated meeting tools are not able to join meetings from the web. The CAPTCHA requirement is enabled by default for all accounts and cannot be turned off.

### Automated meeting tools can join and record meetings

Automated meeting tools are managed by the user who installs them, and it is at that user’s direction that the automated meeting tool joins a meeting and records content on their behalf.

#### <mark style="color:blue;">Automated meeting tools can be manually initiated after a meeting has started</mark>

You can manually initiate an automated meeting tool and have it join an active meeting by clicking the Apps menu found in the Zoom client or through the automated meeting tool’s respective web interface. The automated meeting tool will join the meeting, start recording the specific content for which it was designed, and be listed in the Active Apps Notifier. The automated meeting tool will also trigger a recording notification, informing all attendees of its presence and function in the meeting.

#### <mark style="color:blue;">Some automated meeting tools can join meetings automatically</mark>

Many automated meeting tools can be synchronized with a user’s calendar and their Zoom account. This allows the tool to access calendar invites that may include a Zoom Meeting invitation and automatically join those meetings if instructed by its user. You can enable or disable an automated meeting tool’s ability to automatically join meetings on your calendar.

{% hint style="info" %}
Automated meeting tools that have access to your calendar events will automatically reference the unique or personal meeting ID and passcode for each calendar event containing a Zoom Meeting invitation and use that information to automatically join the meeting.
{% endhint %}

{% hint style="success" %}
Review your upcoming meetings to confirm whether it is appropriate for your automated meeting tool to join any meeting automatically. Disable the tool from auto-joining a scheduled meeting if the meeting content should not be recorded.
{% endhint %}

#### <mark style="color:blue;">Automated meeting tools appear as participants</mark>

Automated meeting tools commonly join meetings as participants and appear in a manner similar to the people attending the meeting. This means they have their own video thumbnail that appears next to the other meeting participants and labeled with the name of the user who initiated it and its function (e.g., “Steve Miller’s notetaking app”). While in a meeting, the Participants list and the Waiting Room feature (when enabled) will list any automated meeting tools along with all other users, allowing hosts and participants to identify and manage automated meeting tools within their meetings.

#### <mark style="color:blue;">Automated meeting tools can access certain in-meeting content</mark>

Automated meeting tools are developed to access certain in-meeting content such as real-time video, audio, screen or whiteboard sharing, chat, or files shared in the meeting, which are then used to improve workflows like meeting summarization, transcription, or other functions.

#### <mark style="color:blue;">An authorization prompt will inform users of the specific meeting data the automated meeting tool will access</mark>

The authorization prompt explains what types of media and data the automated meeting tool will access during a meeting. This prompt will also describe the types of user data the tool will access, which may include profile information, calendar synchronization, or account settings.

<div align="center" data-with-frame="true"><figure><img src="/files/OmbpkjFRLKQGmMWfkbCU" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Some automated meeting tools have a local recording function that will access camera video and microphone audio outside of meetings</mark>

It is important to note that in addition to automated meeting tools that join meetings as apps or participants, there is another related category of tools that operate on participants’ local devices. These tools are downloaded by individuals to record their device's system audio and video from outside of the Zoom Workplace platform. Because these tools function locally and not within Zoom Meetings, options to mitigate their use are limited and beyond the scope of this document.


# Administrative Settings for Automated Meeting Tools

### Visit the Zoom App Marketplace for app analytics and management

Account administrators have visibility into what automated meeting tools are installed and how they’re utilized by their account users through the analytics provided in the App Marketplace. Admins can see an activity log for each automated meeting tool, including:

* which users are pre-approved to use the tool
* when a tool was pre-approved
* which users installed the tool and when
* which users have uninstalled the tool and when
* API calls made by users on the account

Log in to [marketplace.zoom.us](https://marketplace.zoom.us/) as an administrator. Click Manage in the upper right corner of the screen and then click Apps on Account within the Admin App Management menu to see the list of automated meeting tools added to your organization’s account. Logs and management options for each tool can be accessed here:

<div align="center" data-with-frame="true"><figure><img src="/files/oq9gdw8KNUU1VlB86TTt" alt=""><figcaption></figcaption></figure></div>

### Pre-approve or restrict automated meeting tools

Administrators of multi-user managed accounts have the ability to [pre-approve](https://support.zoom.us/hc/en-us/articles/360061555152-Admin-deployment-of-Zoom-Apps-) or restrict certain automated meeting tools. Your account type may impact whether or not admin pre-approval is required. The ability to use certain tools may or may not be automatically enabled and visible in the meeting client depending on your account type, as well.

Log in to [marketplace.zoom.us](https://marketplace.zoom.us/) as an administrator and click **Manage** in the upper right corner of the screen, then go to the **Admin App Management** section of the menu. Click **Permissions** to manage the approval of automated meeting tools. Click **Notifications** to manage how your admins are notified of requests, and also manage how users are notified of approvals.

{% hint style="info" %}
Prohibiting the use of an automated meeting tool will stop it from being used on your account but will not stop external users’ uninvited automated meetings tool from potentially joining meetings hosted by users on your account. Enabling the Waiting Room and other features can help prevent uninvited tools from joining meetings, as discussed in a later section.
{% endhint %}

### View automated meeting tool usage on your account

The [Active App Notifier Report](https://support.zoom.us/hc/en-us/articles/360061982491-Active-App-Notifier-Report-) allows admins to see and manage the automated meeting tools that have accessed all account users’ meeting content during the past 30 days. This gives admins the opportunity to make informed decisions about whether they want to approve the use of these tools in their meetings and webinars. Admins can also use the report to easily view the [App Marketplace](https://marketplace.zoom.us/) page for each active tool to learn more about it and disable it if needed.

To view the Active App Notifier Report, log in to [marketplace.zoom.us](https://marketplace.zoom.us/) as an administrator. Click **Manage** in the upper right corner of the screen and then click **Apps on Account** within the Admin App Management menu to see a list of automated meeting tools added to your organization’s account.

The Active Apps Notifier Report will appear in the lower-right corner of the screen and will list the tools that have accessed meeting or webinar content on your account in the past 30 days.

<div align="center" data-with-frame="true"><figure><img src="/files/nq41zkGJDzN4lowpFfJ2" alt="" width="375"><figcaption></figcaption></figure></div>

### Configure your Zoom account according to your organization’s policies regarding automated meeting tools

There are several [administrative settings](https://docs.google.com/document/d/1eGdaWvXgyzmCDPojxVfigODKQ6Y9mQaKVZrPcc-gnjg/edit#heading=h.fj846oo3myui) shared later in this document that can be enabled on your account to manage automated meeting tools, along with dial-in users or third-party room devices. These account-level settings help to ensure that the automated meeting tools joining your meetings are authorized according to your organization’s meeting security policy.

{% hint style="success" %}
Establish an automated meeting tools policy within your organization that outlines how they may or may not be utilized on your account. Specify which tools are approved for use and configure your account settings according to your organization’s best practices.
{% endhint %}


# Manage Automated Tools and Participants in your Zoom Meetings

The following security features allow meeting hosts to view and manage the participants that have joined or are attempting to join a meeting. These participants may be joining as automated meeting tools or dial-in users, or via third-party room devices, Zoom Rooms, or the Zoom client. Unlike apps using Zoom Realtime Media Streams, third-party automated meeting tools that join as participants will also be visible in the following security features.

### Enable Waiting Room

[Waiting Room](https://support.zoom.us/hc/en-us/articles/115000332726-Using-Waiting-Room) is a virtual staging area that stops participants from joining a meeting until you, the meeting host, are ready to start the meeting. Waiting Room is an effective way to screen who is trying to enter your meeting and keep uninvited automated meeting tools, dial-in users, or third-party room systems out. Uninvited participants can be identified in the Waiting Room and removed before they join the meeting.

The Waiting Room can be viewed by clicking the **Participants** icon while in a Zoom Meeting. This list will show which participants are in the Waiting Room and which participants have been admitted to the meeting. The host or co-host(s) can admit users one by one or click **Admit All** to allow all users in the Waiting Room into the meeting. If the host identifies an uninvited participant in the Waiting Room, they can remove and block them from trying to re-enter the Waiting Room.

<div align="center" data-with-frame="true"><figure><img src="/files/eFh77c5lyUlrI0vnF6Y5" alt="" width="375"><figcaption></figcaption></figure></div>

While in a meeting with Waiting Room enabled, hosts will receive an on-screen notification banner when new participants have entered the Waiting Room.

<div align="center"><img src="/files/aXbWiUx596MvhT3DhEXa" alt=""></div>

{% hint style="info" %}
If Waiting Room is enabled in your meeting settings, the **Join before host** setting will only work for participants that you have configured to bypass the Waiting Room.
{% endhint %}

#### <mark style="color:blue;">Allow certain users to bypass the Waiting Room</mark>

You can configure your [Waiting Room Options](https://support.zoom.us/hc/en-us/articles/4905283822733-Enabling-and-customizing-the-Waiting-Room#h_01ENK1GCMS567D2PKVQJZV41RZ) in the Zoom web portal to allow users from your account to bypass the Waiting Room. Entire domains can also be specified, which allows participants from these specified domains to bypass the Waiting Room, as well. By allowing users from trusted accounts and domains directly into the meeting, the host will have a smaller number of participants in the Waiting Room to review and admit.

#### <mark style="color:blue;">Allow approved third-party room devices to bypass the Waiting Room</mark>

Approved third-party room devices (SIP/H.323-based video conferencing systems) can also be pre-approved to bypass the Waiting Room. This setting is found in the **Waiting Room Options** section of the web portal. The list of [approved third-party room devices](https://support.zoom.us/hc/en-us/articles/115001488303) within your account will bypass the Waiting Room when the **Approved SIP/H.323 Devices** checkbox is selected in the Waiting Room Options section.

The following pre-approval options allow third-party room devices to bypass the Waiting Room:

* **SIP/H.323 Rooms managed by Zoom Connector**\
  Managed devices will be pre-approved to bypass the Waiting Room.
* **SIP/H.323 devices by IP address**\
  Devices using the specified IP addresses, or addresses within the specified range, will be pre-approved when joining the Waiting Room.
* **SIP/H.323 devices with specific public certificates**\
  This allows the uploading of a certificate that will be used to verify if a device has been pre-approved.

#### <mark style="color:blue;">Customize the look and message of the Waiting Room</mark>

Users on paid Zoom plans can log in to the Zoom web portal and [customize](https://support.zoom.us/hc/en-us/articles/4905283822733-Enabling-and-customizing-the-Waiting-Room) the message and title of their Waiting Room. This area is a great spot to post rules, guidelines, or an agenda for your meeting. You can also add a logo, image, or video (within size limitations). These customizations help participants know that they are in the right meeting and what to expect for the session once they are admitted.

#### <mark style="color:blue;">Enable Waiting Room at any time</mark>

Waiting Room can be enabled proactively for an entire account or group by an administrator or account owner. Meeting hosts can choose to enable Waiting Room while scheduling individual meetings or enable it proactively within their personal settings in the Zoom web portal. Waiting Room can also be enabled during a live meeting to allow hosts to remove disruptive participants, which could include uninvited automated meeting tools, from the meeting.

### Identify guests in Meetings and Webinars

The [Identifying guests in the meeting/webinar](https://support.zoom.us/hc/en-us/articles/115004791123-Identifying-guests-in-the-meeting-webinar#h_01F60BEXNW4YDT0BHFENKWD342) setting allows you and participants who are users on your account to see that a guest is participating in a meeting or webinar. A guest is identified as someone who either is not signed in to a Zoom account or is signed in with an email address that is not on the same account as the host. With this setting enabled, uninvited automated meeting tools, dial-in users, or third-party room devices will be listed as guests.

Meeting guests will be identified with descriptive text in both the Waiting Room (if enabled) and the Participants list for the active meeting.

<div align="center" data-with-frame="true"><figure><img src="/files/vVu7VSxjen5DshTA35kE" alt="" width="375"><figcaption></figcaption></figure></div>

The **Identifying guests in the meeting/webinar** setting can be enabled by administrators at an account and group level, and also in individual user settings.

### Use the in-meeting Active Apps Notifier to see when an automated meeting tool is active

[Active Apps Notifier](https://support.zoom.us/hc/en-us/articles/360060577291) is an in-meeting notification that informs users when a host or other participant is using an automated meeting tool that is accessing meeting or webinar content, such as real-time video, audio, screen or whiteboard sharing, chat, or files shared in the meeting. These notifications are designed to empower users to know that participants are sharing content with third-party apps and make informed decisions about if and how they participate in a Zoom session.

#### <mark style="color:blue;">Use the Active Apps Notifier</mark>

The Active Apps Notifier icon will appear in the top-right corner of the meeting window when an automated meeting tool begins accessing meeting or webinar content. A user can click the icon to show a list of automated meeting tools that are accessing content during that session, along with what type of content they have access to and which users are using them.

<div align="center" data-with-frame="true"><figure><img src="/files/tVdfI1TPxX5RsWKNoP9J" alt="" width="229"><figcaption></figcaption></figure></div>

<div align="center" data-with-frame="true"><figure><img src="/files/tYvxg3osdNwojHwQFpdF" alt="" width="375"><figcaption></figcaption></figure></div>

The meeting host may allow the automated meeting tool to stay in the meeting, or the host may remove and/or report it if the automated meeting tool is uninvited.


# Prevent Uninvited Automated Meeting Tools and Participants with Account Settings

Users and admins can use the following settings to prevent uninvited automated meeting tools, dial-in users, and third-party room systems from joining Zoom Meetings.

### Enable Waiting Room when scheduling meetings or for your entire account

[Waiting Room](https://docs.google.com/document/d/1eGdaWvXgyzmCDPojxVfigODKQ6Y9mQaKVZrPcc-gnjg/edit#heading=h.l726ioye7uop) is a virtual staging area that stops participants from joining a meeting until the meeting host admits them. Waiting Room has several [configurations described earlier](https://docs.google.com/document/d/1eGdaWvXgyzmCDPojxVfigODKQ6Y9mQaKVZrPcc-gnjg/edit#heading=h.1684vv7nl27k) in this document that can be enabled on multiple levels within your Zoom account, ensuring that Waiting Room is active for all meetings or for specific users.

The following Waiting Room settings can be enabled by individual users in their personal settings, as well as at the group and account levels by administrators and owners:

<div align="center" data-with-frame="true"><figure><img src="/files/ratjrBURIb04XZDSyK13" alt=""><figcaption></figcaption></figure></div>

Users can also choose to enable Waiting Room while scheduling individual meetings:

<div align="center" data-with-frame="true"><figure><img src="/files/J7iyGY6Z27smZYZbZKtP" alt=""><figcaption></figcaption></figure></div>

### Require a meeting passcode

Requiring a [meeting passcode](https://support.zoom.us/hc/en-us/articles/360033559832-Managing-Zoom-Meetings-passcodes) is an integral security measure to help prevent uninvited participants from attempting to join meetings.

These settings can be enabled by individual users, or at the group and account levels by admins and owners:

<div align="center" data-with-frame="true"><figure><img src="/files/cUAozEbbNblGBLPdfZsp" alt=""><figcaption></figcaption></figure></div>

Account owners and admins can lock settings to require passcodes for all meetings on their account and configure minimum passcode requirements.

### Use automatically generated meeting IDs

Automatically generated meeting IDs are unique, randomly generated meeting ID numbers that temporarily expire after a meeting ends. This will prevent users from returning to existing meeting IDs and potentially misusing them. An automatically generated meeting ID number will not be reused for thirty days after a meeting has ended. If a meeting with an automatically generated ID number is restarted by the host, the thirty-day blackout period for that ID number will restart.

Select the **Generate Automatically** option under the Meeting ID section while scheduling a meeting from the Zoom desktop client, mobile app, or web portal.

<div align="center" data-with-frame="true"><figure><img src="/files/5ueJqLZY8cuR6buyYG1h" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
Automated meeting tools that have access to your calendar or Zoom account will automatically reference the unique or personal meeting ID and passcode for each calendar event containing a Zoom Meeting invitation and use that information to automatically join the meeting.
{% endhint %}

#### <mark style="color:blue;">Limit the use of your Personal Meeting ID</mark>

Your Personal Meeting Room is a virtual meeting room permanently reserved for you that you can access with your Personal Meeting ID (PMI) or personal link, if applicable. You can start instant meetings with your PMI, or you can schedule a meeting that uses your PMI.

{% hint style="warning" %}
Your Personal Meeting ID (PMI) is ideal for use with people you know and meet with regularly. Because it is always accessible with the same Meeting ID and personal link, your PMI should not be used for back-to-back meetings or with unknown people outside of your organization. Limiting the use of your PMI to interactions with trusted users will help keep it from being distributed for potential misuse.
{% endhint %}

The following PMI settings can be enabled by individual users in their personal settings, as well as at the group and account levels by administrators and owners:

<div align="center" data-with-frame="true"><figure><img src="/files/5ytRT4nPbRihBzGrMp4J" alt=""><figcaption></figcaption></figure></div>

### Require authentication for meeting participants

The [Only authenticated meeting participants and webinar attendees can join meetings and webinars](https://support.zoom.us/hc/en-us/articles/4406604615693-Requiring-authentication-to-join-a-meeting-webinar) option requires participants to sign in to Zoom before they can join a Zoom Meeting or Webinar once enabled. Hosts can further restrict meeting participants and webinar attendees to Zoom users whose email addresses match a certain domain. This can be useful if you want to restrict your participant list to verified users or users from a specific organization. These settings can be enabled by individual users, or at the group and account levels by admins and owners:

<div data-with-frame="true"><figure><img src="/files/ImxwnsnvUViFjE392cQ5" alt=""><figcaption></figcaption></figure></div>

{% hint style="danger" %}
If authentication is required, participants without a Zoom account will not be able to join the meeting or webinar.
{% endhint %}

### Use image watermarks to help identify the source of video content captured

The [image watermark](https://support.zoom.us/hc/en-us/articles/209605273-Adding-an-image-watermark) feature superimposes an image consisting of the viewing participant’s email address onto the shared content and over their video in most video layouts (Speaker, Gallery, Side-by-side). You can also display several instances of the watermark so that it’s more visibly apparent across the video or shared screen. This feature can help deter the unintended capture of content shared during meetings.

When a participant shares their screen during a meeting or webinar, the email of the user who is viewing the content will be patterned across the shared content, as well as on the video of the other visible participants. For example, if <admin@myzoommeeting.com> is viewing shared content, the watermark of <admin@myzoommeeting.com> will be patterned across the shared content and the videos of the participants as shown in this image.

<div data-with-frame="true"><figure><img src="/files/NgE9DuJZkLyTF60PZIhD" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
The [Only authenticated meeting participants and webinar attendees can join meetings and webinars](https://support.zoom.us/hc/en-us/articles/4406604615693-Requiring-authentication-to-join-a-meeting-webinar) setting must be enabled to use video watermarks.

The image watermark setting is only available when scheduling meetings through the Zoom web portal. Other scheduling methods, such as the Zoom desktop client or the Microsoft Outlook plugin or add-in, do not support the availability of the image watermark settings.
{% endhint %}

### Restrict local recording requests

During Zoom Meetings, participants and automated meeting tools may request the ability to start a local recording that will be stored on the computer of the participant making the request. The meeting host can grant or deny any local recording requests sent to them.

The **Who can request host permission to record** setting allows hosts to restrict the ability to record locally for external meeting participants. This setting can be enabled at the account level and the group level by the account owner or administrators.

<div align="center" data-with-frame="true"><figure><img src="/files/pm3fkgVAgRrPx2Qibjh4" alt="" width="563"><figcaption></figcaption></figure></div>

When this setting is enabled, the record button will be removed from the participant control menu for external participants who have joined the Zoom Meeting.

<div align="left" data-with-frame="true"><figure><img src="/files/fYaLiN4r2aGWVtdlm8Uh" alt="" width="563"><figcaption></figcaption></figure></div>

### Enable audio watermark

[Audio watermark](https://support.zoom.us/hc/en-us/articles/360021839031-Adding-audio-watermark), or audio signature, embeds a user’s personal information in the received audio as an inaudible watermark. This means that if someone records the meeting with either a separate microphone or a third-party tool and shares the audio file without permission, Zoom can assist with determining which participant was responsible. The audio watermark feature can only be enabled by account owners and administrators through the Account Management settings.

{% hint style="info" %}
The [Only authenticated meeting participants and webinar attendees can join meetings and webinars](https://support.zoom.us/hc/en-us/articles/4406604615693-Requiring-authentication-to-join-a-meeting-webinar) setting must be enabled to use audio watermark.
{% endhint %}

### Select Computer Audio as the meeting Audio Type

By selecting Computer Audio as your desired audio type for Zoom Meetings, you can disable all meeting participants’ ability to dial in by telephone/PSTN. This may be an effective option if your organization does not use telephone or third-party audio to join meetings and would like to block any uninvited participants from trying to dial in.

Audio Type can be selected by individual users, or at the group and account levels by admins and owners:

<div align="center" data-with-frame="true"><figure><img src="/files/CnFwyetkQXemQjqgOxSz" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="success" %}
Confirm that your organization or external meeting participants are relying on something other than telephone/PSTN dial-in options to join your meetings before selecting **Computer Audio** as your preferred audio type.
{% endhint %}

### Block dial-in users when Waiting Room is disabled

Meeting hosts who are not using Waiting Room can block dial-in users who intend to call in to a meeting by selecting the following setting within the Zoom web portal. This setting is in the meeting security section and can be enabled by individual users, or at the group and account levels by admins and owners:

<div align="center" data-with-frame="true"><figure><img src="/files/EBhuKRmku7YcfAxuMRpv" alt="" width="563"><figcaption></figcaption></figure></div>

### Use end-to-end encryption (E2EE)

[End-to-end encryption](https://support.zoom.us/hc/en-us/articles/360048660871) (E2EE) for meetings provides additional protection when needed and requires all meeting participants to join from the Zoom desktop client or mobile app, or a Zoom Room.

This setting is in the meeting security section of the Zoom web portal and can be enabled by individual users, or at the group and account levels by admins and owners:

<div align="center" data-with-frame="true"><figure><img src="/files/12Ggh8RFXOUMvfC42wcM" alt=""><figcaption></figcaption></figure></div>

{% hint style="warning" %}
Users will not be able to use any of the following technologies to join meetings when end-to-end encryption is enabled:

* Telephone/PSTN
* Third-party SIP/H.323 devices
* On-premises configurations (Zoom Meeting Connector and Virtual Connector)
* Zoom web client
* Third-party clients leveraging the Zoom Web SDK
  {% endhint %}

{% hint style="danger" %}
The following features can not be used when end-to-end encryption is enabled:

* Translation
* Captions
* Archiving
* Meeting Summary
* Meeting Questions
  {% endhint %}

### Use Zoom Meetings Hybrid

With the Zoom Node platform, you can deploy the Zoom Meetings Hybrid module, which is an on-premises, hybrid solution that hosts a meeting’s or webinar’s audio, video, and screen sharing streams within a corporate network. Zoom Meetings Hybrid can do this in two distinct modes: hybrid mode and private mode, with both modes offering local survivability. Private mode is similar to end-to-end encryption since the encryption key is generated on premises and is not shared with the Zoom cloud. Private Mode offers a bit more flexibility than end-to-end encryption because recording can be done via the Zoom Recording Hybrid module. Also, administrators can explicitly choose to allow apps, Zoom Realtime Media Streams, and cloud services like Zoom AI features, though in that case, the encryption key is shared with those services. For more information about Zoom Meetings Hybrid, refer to the [Zoom Node Explainer](https://library.zoom.com/advanced-enterprise-services/zoom-node/zoom-node-explainer).

### Use Zoom Events or Zoom Webinars for public virtual events

Zoom Meetings is a powerful tool for collaboration among your peers and Zoom users that you know and trust. However, if you intend to hold a public event with unknown participants, please consider using [Zoom Webinars](https://explore.zoom.us/en/products/webinars/) or [Zoom Events](https://explore.zoom.us/en/products/event-platform/).

Zoom has a robust set of security features designed to help hosts manage and safeguard their event experience. A Zoom Webinar or Event host may choose to manually approve or decline anyone who registers. Hosts can also remove an attendee or lock a webinar or event to prevent additional attendees from joining once the webinar or event has started. In addition, webinar and event hosts can choose to require passcodes or authentication for an added layer of security.


# Additional Security Measures for Meetings

There are multiple [in-meeting security features](https://support.zoom.us/hc/en-us/articles/360041848151-In-meeting-security-options) that can be used if an uninvited automated meeting tool, dial-in user, or third-party room device joins your meeting. See the following options for managing, removing, and reporting uninvited meeting participants.

### Lock your meeting

When a Zoom meeting is locked, no new participants can join, even if they have the meeting ID and passcode. To lock a meeting, click the **Security** icon at the bottom of your Zoom window and click the **Lock Meeting** option. The meeting can also be unlocked if new participants need to be added.

### Suspend participant activities

By suspending participant activities in a meeting, hosts can stop meeting activity and take action regarding any uninvited or disruptive participants that have joined. This may include managing or removing uninvited automated meeting tools, dial-in users, or third-party room devices.

During your meeting, click the **Security** icon and select **Suspend Participant Activities** to temporarily halt all in-meeting video, audio, screen or whiteboard sharing, chat, access to files shared in the meeting, and recording, and close any active Breakout Rooms. This prompt gives you the option to report the issue to Zoom’s Trust & Safety team and confirm your choice to suspend activity.

<div align="center" data-with-frame="true"><figure><img src="/files/8SOYTo9MXERSF29QQ3tJ" alt="" width="563"><figcaption></figcaption></figure></div>

You can resume the meeting by re-enabling the suspended features individually from the Security menu.

### Remove uninvited or disruptive participants

A host can remove disruptive or uninvited participants or automated meeting tools from their meeting.

This can be done by clicking the **Security** icon in the Zoom Meeting window and then clicking **Remove Participant**. You can then select the participant to be removed from the meeting. You can also report the user to Zoom’s Trust & Safety team. The removed participant cannot rejoin the meeting.

<div align="center" data-with-frame="true"><figure><img src="/files/grBCXwxyelhrqrjJDLag" alt="" width="563"><figcaption></figcaption></figure></div>

### Report a meeting participant for inappropriate behavior

You can also [report participants for inappropriate behavior](https://support.zoom.us/hc/en-us/articles/360042791091) during meetings. This may include uninvited automated meeting tools, dial-in users, third-party room devices, or users joining from the Zoom meeting client or mobile app, or a Zoom Room.

Report a meeting participant engaging in inappropriate behavior by clicking the blue menu button in the upper right corner of the participant’s video thumbnail and then clicking **Report…** in the menu.

<div align="center" data-with-frame="true"><figure><img src="/files/dXuDkFuWHkho7PKW8VCf" alt="" width="563"><figcaption></figcaption></figure></div>

You can include a screenshot if necessary and use the dropdown menu to provide a reason why you are reporting the participant. This report is automatically sent to the Zoom Trust & Safety team, which will determine whether any misuse of the platform occurred and block the user if necessary. The user(s) will be removed from your meeting once the report is submitted.

### Use Zoom’s in-meeting features to manage automated meeting tools

Hosts and participants can use the following in-meeting tools to see when an automated meeting tool has joined a meeting. This gives users the ability to confirm that the tool has been initiated by one of the meeting attendees. Hosts can also remove and report an automated meeting tool if they are unable to positively identify the participant who manages it or feel that the tool should not be in the meeting or webinar.

#### <mark style="color:blue;">Identify automated meeting tools that have joined your meeting</mark>

The [Active Apps Notifier](https://docs.google.com/document/d/1eGdaWvXgyzmCDPojxVfigODKQ6Y9mQaKVZrPcc-gnjg/edit#heading=h.atqtqzoo2m21) is an in-meeting tool that notifies the host and participants that an automated meeting tool has joined a meeting and also indicates what kind of data the tool is accessing. An automated meeting tool can also be identified in the [Participants list](https://support.zoom.us/hc/en-us/articles/4409428659725-Viewing-participant-attendance-status-in-a-meeting) and the Waiting Room (if enabled for the meeting).

Look at the name of the automated meeting tool attending the meeting to confirm that it is owned by one of the meeting participants. Evaluate whether it is appropriate for the tool to record meeting content in that meeting. You can [suspend all participant activity](https://docs.google.com/document/d/1eGdaWvXgyzmCDPojxVfigODKQ6Y9mQaKVZrPcc-gnjg/edit#heading=h.1qag3li0fpn7) if you are unsure if the automated meeting tool should be in your meeting to help keep your meeting content secure.

#### <mark style="color:blue;">Remove automated meeting tools from your meeting</mark>

You may wish to [remove](https://docs.google.com/document/d/1eGdaWvXgyzmCDPojxVfigODKQ6Y9mQaKVZrPcc-gnjg/edit#heading=h.9gtaajfqius2) an automated meeting tool from a meeting if it is not claimed by a participant or if you do not want the content of that meeting to be recorded. You can also report the tool if it appears to be uninvited. All reports are delivered to Zoom’s [Trust & Safety](https://safety.zoom.us/) team for review.


# Zoom Realtime Media Streams

As of June 25, 2025, Zoom offers Realtime Media Streams, which give developers direct access to rich, structured meeting data to unlock AI-driven insights, automate critical workflows, and build impactful integrations on the Zoom platform. Developers can reference [Realtime Media Streams documentation](https://developers.zoom.us/docs/rtms/?optimizely_user_id=03078374c135469fa2033b8a4833dc38\&ampDeviceId=b4f137e8-7d3f-4959-8869-8d3a7934e55e\&ampSessionId=1754350951481&_ics=1754350950680\&irclickid=~eb8ZWZ4~396XY52RUV28ZPQNSKEFwszqurujkab5YWLGFvpic96X&_gl=1*1r8vnfc*_gcl_au*MTUzNTIzNzY3MC4xNzUzMjgwMjYy*_ga*MTg3NjIzMzc5OS4xNzIzNDk1Mjcz*_ga_L8TBF28DDX*czE3NTQzNTA5NTAkbzE4MSRnMCR0MTc1NDM1MDk1MCRqNjAkbDAkaDA.) to get started.

### Enable Zoom RTMS to eliminate the need for third-party bots

Realtime Media Streams remove the need for third-party automated tools in meetings. Apps will receive per-participant structured data streams reflecting the context available to the user that authorized them.

By leveraging RTMS, developers can differentiate their apps, improve performance, and expand revenue opportunities. Additionally, enterprises are met with a solution to gain real-time access to their most critical conversations for insights, compliance, and enhanced workflows.

### Host controls and admin tools

Account admins can enable RTMS and set RTMS auto-start toggles in the Zoom web portal. Additionally, hosts can use in-meeting host tools to control whether participants must request host approval to access meeting content.

#### <mark style="color:blue;">Admin web portal controls</mark>

Admins can enable RTMS at the account, group, or user level within the Zoom Apps settings in the Zoom web portal.

<div data-with-frame="true"><figure><img src="/files/uP1oTCjbPoxXi1PmM4j2" alt=""><figcaption></figcaption></figure></div>

Along with sharing real-time meeting content with apps, admins can choose to auto-start apps:

1. Under the Auto-start apps that access shared real-time meeting content setting, click Choose an app to auto-start.
2. Select the RTMS-enabled app or apps and set the Auto-start to On.

<div align="center" data-with-frame="true"><figure><img src="/files/pWcTqGhLQqzNSsepwj6Q" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Host in-meeting tools</mark>

The following tools are available to meeting hosts:

* Share real-time meeting content with apps: Enable participants to share meeting content.
* Require host approval: Require participants to request approval from the host to access meeting content.

<div align="center" data-with-frame="true"><figure><img src="/files/bVAPqF17rzLrATTR5gQ4" alt=""><figcaption></figcaption></figure></div>

### Host in-meeting experience

The following screens are examples of disclosures, notifications, and AAN screens available to the meeting host.

#### <mark style="color:blue;">Disclosure modal</mark>

The standard disclosure is displayed for the host and participants: “The content of this meeting is being shared with one or more apps.”

<div data-with-frame="true"><figure><img src="/files/0SohLYJAEDM90zOBIwEz" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">RTMS set to auto start</mark>

This is the host view of the AAN when RTMS-enabled apps are set to auto-start by the account administrator.

<div align="center"><figure><img src="/files/26aJGCPlkzXMxRQvP3Ko" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">RTMS started by host</mark>

This is the host view of the AAN when RTMS is started by the host via app UI (JS API) or REST API. In this example image, you are Carlos Washington, the host.

<div align="center"><figure><img src="/files/1cVpc2X4OMIHdYS7TVyG" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Request modal for a single app</mark>

This modal represents scenarios in which the host requires approval to share meeting content, and:

* The admin sets apps to auto-start from a different account than the host.
* Participants from the same or different accounts request to use an app in-meeting, initiated via the app (JS API or REST API).

This is the host view of the request modal for a single app. The host can approve or deny the request.

<div align="center"><figure><img src="/files/5mZUgu2AkLAkf7omwEoK" alt="" width="375"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Request modal for multiple apps</mark>

The image below covers scenarios in which the host requires approval to share meeting content, AND:

* Multiple apps are requested by one or more participants.
* Multiple external admins set apps to auto-start for multiple participants from different accounts.
* Participants from the same or different account request to share content in-meeting.

This is the host view of the request modal for multiple apps. The host can approve or deny the request:

<div align="center"><figure><img src="/files/YHhf8ukQ1RlqPHvrTauM" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Apps actively sharing</mark>

This is the host view of the AAN of an approved app actively sharing content. It shows the name of the app, the app’s user, and the status as “Sharing."

<div align="center"><figure><img src="/files/1cVpc2X4OMIHdYS7TVyG" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Video tiles</mark>

The video tiles view of active apps is the same for all meeting participants and the host. The name of the app used by the meeting participant is displayed in their video tile.

<div align="center" data-with-frame="true"><figure><img src="/files/6GdCSALvAObD9K6DNVLY" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Immersive view</mark>

The immersive view of active apps is the same for all meeting participants and the host. The name of the app used by the meeting participant is displayed below their video image.

<div align="center" data-with-frame="true"><figure><img src="/files/bYVKG7K5epQdjCJPNzgA" alt="" width="563"><figcaption></figcaption></figure></div>

### Meeting participant user experience

The following screens are examples of disclosures, notifications, and AAN screens available to the meeting participants.

#### <mark style="color:blue;">Disclosure modal</mark>

The standard disclosure is displayed for the host and participants: “The content of this meeting is being shared with one or more apps.”

<div data-with-frame="true"><figure><img src="/files/0SohLYJAEDM90zOBIwEz" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Request to share meeting content</mark>

This is the request modal participants use to request to share meeting content to the host.

<div align="center" data-with-frame="true"><figure><img src="/files/XbjUhCY5gqq155Moxgiy" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Confirmation messages shown to participants</mark>

These are the available confirmation messages shown to participants in response to their request:

* Request sent to the host.
* Request for app to share meeting content denied by host.
* Host cannot approve your app’s access to meeting content.
* Host disabled your app from sharing meeting content.
* Request to share meeting content cannot be sent until the host has joined the meeting.
* Apps sharing meeting content have been disabled.

#### <mark style="color:blue;">Video tiles</mark>

The video tiles view of active apps is the same for all meeting participants and the host. The name of the app used by the meeting participant is displayed in their video tile.

<div align="center" data-with-frame="true"><figure><img src="/files/6GdCSALvAObD9K6DNVLY" alt="" width="563"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Immersive view</mark>

The immersive view of active apps is the same for all meeting participants and the host. The name of the app used by the meeting participant is displayed below their video image.

<div align="center" data-with-frame="true"><figure><img src="/files/bYVKG7K5epQdjCJPNzgA" alt="" width="563"><figcaption></figcaption></figure></div>


# Zoom Phone

Welcome to Zoom Phone documentation

This section provides technical implementation details, configuration workflows, and strategic practices designed specifically for administrators deploying Zoom solutions.

You'll find step-by-step procedures that streamline complex configurations, troubleshooting resources that accelerate resolution times, and practical examples that demonstrate real-world application scenarios.

Topics within this section connect technical specifications to measurable business outcomes, enabling you to architect solutions, support client implementations, and identify opportunities for feature expansion. Whether you're conducting initial deployments, optimizing existing environments, or evaluating advanced capabilities for your organization, this documentation serves as your definitive resource for successful Zoom product utilization.

{% content-ref url="/pages/UJq190tUoTQAFlKZxFwf" %}
[Zoom Phone Bluepaper](/zoom-workplace/zoom-phone/zoom-phone-bluepaper)
{% endcontent-ref %}

{% content-ref url="/pages/7A9qXozo7Rh8v2w1pqvg" %}
[Zoom Phone India Explainer](/zoom-workplace/zoom-phone/zoom-phone-india-explainer)
{% endcontent-ref %}

{% content-ref url="/pages/XIqt79fRE5aNgqlD1XBO" %}
[Zoom Phone SMS Field Guide](/zoom-workplace/zoom-phone/zoom-phone-sms-field-guide)
{% endcontent-ref %}

{% content-ref url="/pages/sAaI2Q2i3VZYuOUMbU08" %}
[Number Porting and Management Field Guide](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide)
{% endcontent-ref %}

{% content-ref url="/pages/e809ccfae14c2ea2c7863afcd1f8b1ead84cb8e8" %}
[Zoom Phone Local Survivability Field Guide](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide)
{% endcontent-ref %}

{% content-ref url="/pages/CZlsSULu7WlyPluoi7As" %}
[Desk Phone Provisioning & Customization Field Guide](/zoom-workplace/zoom-phone/desk-phone-provisioning-and-customization-field-guide)
{% endcontent-ref %}

{% content-ref url="/pages/ed2a59c3f4f3a94164daa0339cd6dcbbef7f8497" %}
[Zoom Phone Spam Field Guide](/zoom-workplace/zoom-phone/zoom-phone-spam-field-guide)
{% endcontent-ref %}

{% content-ref url="/pages/YeCnZpiugh7bgFMPWCnn" %}
[Third-Party Integrations](/zoom-workplace/zoom-phone/third-party-integrations)
{% endcontent-ref %}

{% content-ref url="/pages/GcxrSNpiq7UeBXOwBqqx" %}
[Expert Insights](/zoom-workplace/zoom-phone/expert-insights)
{% endcontent-ref %}


# Zoom Phone Bluepaper

A comprehensive, end-to-end technical guide—or Whitepaper if you prefer—for Zoom Phone.

## Introduction

This document is designed to provide readers with a general overview, description, and understanding of Zoom Phone — Zoom’s cloud-based telephony service. Within this document, readers will be presented with a wide range of features available with Zoom Phone, insights into the service's functionality, and information to help set up a new account, including their network environment. While this document aims for thorough coverage, it does not encompass *every* available feature, as the Zoom Phone team continues to innovate and release new features regularly. Readers with questions are encouraged to speak with their account or sales team for any inquiries related to this product to help ensure a tailored understanding of what Zoom Phone can provide your business.

### <mark style="color:blue;">How to Use this Document</mark>

This document is designed to provide you information in bite-size chunks that makes learning a new product easier. Throughout this document, we have done this in two ways:

1. Summarizing explanatory content within the headers, when possible.
2. Listing Zoom Phone’s features and experiences categorically, with small, helpful summaries that break content down into simple concepts, complete with links to relevant support articles.

For example, on the **Zoom Phone Overview** page you will read that, “*Zoom Phone offers three primary service offerings: Native, BYOC Cloud Peering, and BYOC Premises Peering.*” The purpose of this header is to provide you with the information up front, so you know the general idea of what you’re reading without requiring you to decipher several paragraphs of text.

In other places, we’ve followed a topical approach, because some features are a *little* too nuanced to easily summarize in a bite-size header of text. For example, Zoom Phone features like “*Auto Receptionists*” and “*Security Standards*” are listed topically in an effort to make locating them and their relevant content easier. Consequently, when you read the *next* header, “*Zoom Phone Native*”, you know that you’re reading about *that* service offering, and any other important distinctions relevant to it.

At the end of the day, we want this document to be clear, helpful, and informative to you, the reader. For that reason, we’ve included illustrations, recommendations, notes, a few cautions, and many, many links to our support center, so you can always have the most recent instructions for each relevant feature. With that said, we hope this document is invaluable to you as you consider and explore Zoom Phone for your business needs.

{% content-ref url="/pages/FFwbCohXhQ9PsYyASD1i" %}
[Overview](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview)
{% endcontent-ref %}

{% content-ref url="/pages/Pkuwxh0ybWGDH0iMwZDf" %}
[Configuration](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/configuration)
{% endcontent-ref %}

{% content-ref url="/pages/Mg3I5pUXiYGC80cZ9X0s" %}
[User Experience](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience)
{% endcontent-ref %}

{% content-ref url="/pages/nixYDokpHy4dcFcnyBu9" %}
[Admin Experience](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/admin-experience)
{% endcontent-ref %}

{% content-ref url="/pages/BscUXE2uUnpaagVYhglN" %}
[Privacy, Security, and Compliance](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/privacy-security-and-compliance)
{% endcontent-ref %}

{% content-ref url="/pages/T2BUndyr9UxU4jdu0dX3" %}
[Zoom Phone Local Survivability](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/zoom-phone-local-survivability)
{% endcontent-ref %}

{% content-ref url="/pages/qU33yS5WUGJj5XIGidkA" %}
[Migration Strategies](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/migration-strategies)
{% endcontent-ref %}

{% content-ref url="/pages/5UhGpNDYk7LIs7lNe55f" %}
[Things to Note](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/things-to-note)
{% endcontent-ref %}

{% content-ref url="/pages/OPrP2j2ZNiMtTeeK14Pq" %}
[Troubleshooting](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/troubleshooting)
{% endcontent-ref %}


# Overview

Zoom Phone is Zoom's cloud-based telephony service designed to meet the telephony needs for businesses of any size. Featuring an intuitive, web-based admin menu for settings and policies, and a cloud-based service architecture that replaces legacy, on-premises equipment, Zoom Phone makes telephony simple.

This section provides an overview of Zoom Phone's services, architecture, design, network requirements, security standards, supported devices, features, licenses, and more. After reading this section, you can expect to gain a high-level understanding of Zoom Phone's fundamental design elements and functionality.

#### <mark style="color:blue;">Zoom Phone offers three primary service offerings: Native, BYOC Cloud Peering, and BYOC Premises Peering</mark>

Zoom Phone offers businesses three primary service offerings to meet diverse needs across the globe: **Zoom Phone Native**, **Zoom Phone Bring Your Own Carrier with Cloud Peering (BYOC-C)**, and **Zoom Phone Bring Your Own Carrier with Premises Peering (BYOC-P)**. Each of these services are briefly described in the following sections, with a network summary available at the end of each service's description.

{% content-ref url="/pages/J1Jck3fGFiWcVx2knifr" %}
[Zoom Phone Native](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/zoom-phone-native)
{% endcontent-ref %}

{% content-ref url="/pages/Vs7Nb9EP2oLxlpOe1Oun" %}
[Bring Your Own Carrier – Cloud Peering (BYOC-C)](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/bring-your-own-carrier-cloud-peering-byoc-c)
{% endcontent-ref %}

{% content-ref url="/pages/oorfO9qWEDvZwTP22oju" %}
[Bring Your Own Carrier – Premises Peering (BYOC-P)](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/bring-your-own-carrier-premises-peering-byoc-p)
{% endcontent-ref %}

#### <mark style="color:blue;">Zoom Phone is designed with an active-active architecture for reliability and resiliency</mark>

Zoom Phone uses a best-in-class, active-active architecture to deliver reliable, enterprise-grade phone service. Details of this design are elaborated in the following sections, with a focus on data center-specific SIP zones and Zoom's data centers at large.

### Zoom Phone Data Center SIP Zones

In an active-active architecture, resiliency and redundancy are key. Each Zoom Phone data center features two identical, interconnected SIP zones equipped with dedicated hardware and services for independent resiliency and sustainability.

During normal operations, a load balancer evenly distributes calls between both SIP zones within a data center. Within each SIP zone, calls are equitably distributed among a cluster of call switches, which are responsible for various functions such as call routing, setup, and teardown. From the call switches, calls connect to a Session Border Controller (SBC) within each zone, which connects to Zoom's underlying network of providers for PSTN routing until the call reaches its final destination.

Within this framework, each integral piece of architecture—i.e., SBCs, load balancers, and call switches—is supplemented with redundant hardware on standby for resiliency. In the event that one SIP zone experiences a service-impacting event, a call's active media, signaling, and registration will failover to the other zone for uninterrupted service.

The following diagram illustrates a SIP zone's active-active architecture design at a high level:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcaXOw7Bu4ZXR75kgEYWSh6IBU4P_G6DOUGuE8OQ1zvgGln0to_91pq8BY9N-2cmzn24uMorcOayjSp2Y_g9_zpCjHBKHWbja2Qh988ncL6TUs8zHh1ZkANbXk3Mr5wB8uZr1zDkhIucgemMtCxngk?key=gORaE6vjeZ6i7Y4PGyLKfw" alt="" width="563"><figcaption><p>Diagram of a SIP zone's active-active architecture.</p></figcaption></figure>

### Zoom Phone Data Centers At Large

From a physical perspective, Zoom's data centers are located within highly secure colocation facilities with physical security, redundant power and cooling systems, and access to leading carrier-neutral internet service providers (ISPs) and peering partners.

From a technological perspective, Zoom's data centers are built with fault-tolerant architecture, including full redundancy and rapid failover capabilities from a primary data center to a secondary data center, to enhance reliability and minimize downtime.

In the unlikely event of a complete data center outage or service-impacting event, Zoom Phone media, signaling, and registration information may be temporarily lost, requiring a convergence on the standby, secondary data center.

The following diagram illustrates Zoom’s data center redundancy design at a high level:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfRZ-QerC-_7-wr6qOfb5lHUQ9x9bFHPozJutStPSc9ykAroO56EAaipWz2KpDSEHXR9TIinValkP20Rz07ffEUYZTLUF6v09x48u7Jo8DD8xgrIvS_1S1_oimOP_EiSkl7mL7cLxjDCqaPoo-2LQ?key=gORaE6vjeZ6i7Y4PGyLKfw" alt="" width="563"><figcaption><p>Diagram of Zoom's data center redundancy design.</p></figcaption></figure>

### SIP Zone Service Locations

Zoom Phone offers PSTN connectivity where Zoom provides native telephony services. In addition, customers hosted on Zoom’s United States–based cluster (US01) can benefit from SIP Zone connectivity through Zoom’s global media infrastructure, which includes the following data center locations to optimize call quality and routing based on user location:

{% columns %}
{% column %}
**North America:**

* U.S. West, California
* U.S. Central, Colorado
* U.S. East, New York
* U.S. East, Virginia

**Latin America:**

* Brazil, São Paulo
* Mexico, Querétaro
  {% endcolumn %}

{% column %}
**EMEA:**

* Netherlands, Amsterdam
* Germany, Frankfurt
* Saudi Arabia, Riyadh
* Saudi Arabia, Jeddah

**APAC:**

* Australia, Sydney
* Australia, Melbourne
* China, Hong Kong
* Japan, Tokyo
* Japan, Osaka
* Singapore, Singapore
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Region-Specific Connectivity</mark>

For customers that require data localization for compliance purposes and are located in supported regions, Zoom Phone also supports localized PSTN connectivity for region-specific accounts. Customers with a region-specific account are forced to initialize all calls from their region's associated data center and cannot utilize SIP zones outside of their account's region.

The following list details supported regions and region-specific data center locations available with Zoom Phone:

{% columns %}
{% column %}
**Australia**

* Sydney
* Melbourne

**Canada**

* Vancouver
* Toronto
  {% endcolumn %}

{% column %}
**Europe**

* Germany
* Amsterdam

**Zoom for Government**

* California
* New York
  {% endcolumn %}
  {% endcolumns %}

{% hint style="warning" %}
**Warning**

Phone calls placed from region-specific accounts will transmit from data centers within the region; however, PSTN calls may traverse international networks beyond their confined region.
{% endhint %}

### Zoom Phone India

Apart from localized regions, Zoom Phone also supports Bring Your Own Carrier with Premises Peering (BYOC-P) connectivity within India through a specialized Zoom Phone India service offering. With Zoom Phone India, customers with a U.S. cluster-based account are provided with a unique Zoom Phone instance specific to the licensed service areas—also known as circles—where both Zoom and the customer account are authorized to operate.

As of the date of this document's publication, Zoom is authorized to operate within the following licensed service areas:

* **Mumbai:** Local area of Mumbai, Navi Mumbai, and Kalyan
* **Andhra Pradesh:** State of Andhra Pradesh and Telangana, including Hyderabad
* **Maharashtra:** State of Maharashtra and Goa, including Pune
* **Karnataka:** State of Karnataka, including Bangalore
* **Tamil Nadu:** State of Tamil Nadu and union territory of Pondicherry, including Chennai
* **Delhi:** Local area of Delhi, New Delhi, Ghaziabad, Faridabad, Noida, and Gurgaon

#### <mark style="color:blue;">Zoom Phone India Requirements</mark>

Due to regulatory requirements, a business must meet certain criteria to be eligible for the Zoom Phone India service. Although the following list is not comprehensive, the most important criteria are outlined below:

* The business **must** pay with the Indian Rupee, and cannot use another denomination like the U.S. Dollar or Euro
* The business **must** be a business entity registered with the Government of India and cannot be an international entity
* The business **must** have both an authorized signatory and a Goods and Sales Tax Identification Number (GSTIN) within the state where they are getting service
* The business **must** be located within one of Zoom's currently supported licensed service areas

If your business meets these requirements and is interested in learning more about Zoom Phone India, reach out to your account team for more information.

### Security Standards

Zoom Phone supports secure voice calls across various platforms, including the Zoom Workplace app for desktop and mobile, the Zoom web client, Zoom Rooms, and supported SIP devices.

During call setup, Zoom Phone utilizes SIP over TLS 1.2 with an AES 256-bit algorithm for encryption. Additionally, connections from the Zoom Workplace app for desktop and mobile, as well as the Zoom web client, encrypt call media to the Zoom Cloud using secure real-time transport protocol (SRTP) with AES 256-bit encryption.

Supported SIP devices configured with SRTP use either AES-128 or AES-256-bit algorithms for encrypting call media, while unencrypted RTP is utilized as a fallback for devices without SRTP support.

{% hint style="info" %}
**Note**

By default, AES-128-bit encryption is enabled for call media transmitted by supported SIP devices. Admins can [upgrade devices to AES-256 bit encryption](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069186#h_01ECXCAW1EWJ42PMJZ41G8SN9G) using the web portal. Fax lines may not support full encryption.
{% endhint %}

### Supported Platforms, Devices, and Hardware

In addition to the Zoom Workplace desktop and mobile apps and Zoom Rooms app, Zoom Phone supports a growing list of IP phones, telephony hardware, and accessories.

The following lists contain supported **hardware manufacturers** for Zoom Phone, not specific models. Because Zoom Phone continues to support new hardware over time, visit Zoom's support center to see the most recent list of [Zoom Phone-certified hardware](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242), including supported models, firmware versions, and supported encryption standards available for each.

#### <mark style="color:blue;">Supported Platforms</mark>

Zoom Phone is supported natively within the following platforms:

{% columns %}
{% column width="50%" %}

* Zoom Workplace Mac desktop app
* Zoom Workplace Windows desktop app
* Zoom Rooms app
  {% endcolumn %}

{% column %}

* Zoom Workplace Android mobile app
* Zoom Workplace iOS/iPadOS mobile app
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Google Chrome Web App</mark>

Zoom Phone has limited feature support within the Zoom for Chrome Zoom Web App, which allows users to use some of the same features available on the Zoom Workplace desktop or mobile app within a Google Chrome web browser.

Refer to Zoom's support center for more information on the [Chrome Web App](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059744), or speak to your Zoom account team for more information on feature parity and capabilities.

#### <mark style="color:blue;">Supported IP Phone Manufacturers</mark>

Zoom Phone supports limited IP phone models from the following manufacturers:

{% columns %}
{% column %}

* AudioCodes
* Avaya
* Cisco
* Grandstream
  {% endcolumn %}

{% column %}

* Mitel
* Poly
* Yealink
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Supported IP Phone Accessory Manufacturers</mark>

Zoom Phone supports limited IP phone accessories from the following manufacturers:

{% columns %}
{% column %}

* Poly
  {% endcolumn %}

{% column %}

* Yealink
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Supported Analog Gateway Manufacturers</mark>

Zoom Phone supports limited analog gateway devices from the following manufacturers:

{% columns %}
{% column %}

* AudioCodes
* Cisco
  {% endcolumn %}

{% column %}

* Grandstream
* Poly
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Supported Session Border Controller (SBC) Manufacturers</mark>

Zoom Phone supports limited Session Border Controllers from the following manufacturers:

{% columns %}
{% column %}

* AudioCodes
* Avaya
* Cisco
* Mitel
  {% endcolumn %}

{% column %}

* NextGen
* Oracle
* Ribbon
* TE-Systems
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">SBC Requirements</mark>

To integrate an SBC with Zoom Phone, an SBC must meet the following requirements:

{% columns %}
{% column %}

* Support for TLS 1.2 and SRTP
* Support for Mutual TLS
* Session Initiation Protocol (SIP)
* DTMF (RFC-2833)
  {% endcolumn %}

{% column %}

* Topology hiding (RFC-5853)
* SIP Early Offer (mandatory)
* **Codecs:** Opus, G.711 μ-law, G.711 A-law and/or G.729
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Supported Pagers and Intercom Systems</mark>

Zoom Phone supports limited pagers and intercom systems from the following manufacturers:

{% columns %}
{% column %}

* 2N
* Algo
  {% endcolumn %}

{% column %}

* CyberData
* Grandstream
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Supported Codecs</mark>

By default, the Zoom Workplace desktop and mobile apps will use the Opus codec when connecting to a call; however, Zoom Phone also supports the following codecs for physical devices:

{% columns %}
{% column %}

* Opus
* G.711 μ-law
  {% endcolumn %}

{% column %}

* G.711 A-law
* G.729
  {% endcolumn %}
  {% endcolumns %}

### Zoom Phone Features

The following lists outline core features available with Zoom Phone. As the Zoom Phone team continually innovates, additional unlisted features may also be available. If a feature important to your organization is not listed, please contact your account team for more information. Feature availability may be impacted by a user's [license](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/licenses-calling-plans-and-add-ons#zoom-phone-licenses) and [calling plan](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/licenses-calling-plans-and-add-ons#zoom-phone-calling-plans).

<table><thead><tr><th valign="top">Zoom Phone User Features</th><th valign="top">Zoom Phone Administration Features</th><th valign="top">Audio Prompt Language Support</th></tr></thead><tbody><tr><td valign="top"><ul><li>Call Blocking</li><li>Call Delegation</li><li>Call Forwarding</li><li>Call Handling Settings</li><li>Call Handoff Between Devices</li><li>Call History</li><li>Call Hold</li><li>Call Me On</li><li>Call Monitoring (Listen, Whisper, Barge, Take Over)</li><li>Call Park</li><li>Call Presence Status</li><li>Call Queue Chats Channels</li><li>Call Queue Opt-In/Out</li><li>Call Recording</li><li>Enhanced Call Transfer</li><li>Caller ID</li><li>Desk Phone Screen Lock</li><li>Elevate Call to Meeting</li><li>Emergency Calling</li><li>End-to-End Encrypted Calls</li><li>Multi-Party Conference Call</li><li>Multi-Key and Position Support</li><li>Multi-Language Text-to-Speech (TTS)</li><li>Personal Business Hours</li><li>Personal Holiday Hours</li><li>Personal Hold Music</li><li>Personal PIN Code</li><li>Push-to-Talk</li><li>Select Outbound Caller ID</li><li>SMS</li><li>Video Mail</li><li>Voicemail</li><li>Voicemail Transcription</li></ul></td><td valign="top"><ul><li>Auto Receptionists</li><li>Blocked Number List</li><li>Bulk Site Creation/Management</li><li>Business Hours</li><li>Call Journey Analytics</li><li>Call Logs</li><li>Call Recording (Ad Hoc, Automatic)</li><li>Call Queues (Callbacks, Routing Overrides)</li><li>Common Area Phones</li><li>Common Area Mobile Support (iOS/Android)</li><li>Configure Email Notifications</li><li>Configure IP Phone Settings</li><li>Customizable Wallboards (Call Queues/Auto Receptionists)</li><li>Define Call/SMS Hours</li><li>Define Call/SMS Locations</li><li>Device Management</li><li>Dial by Name Directory</li><li>Emergency Services</li><li>End-of-Call Feedback Survey</li><li>External Contacts</li><li>Frontline Worker Auto-Provisioning</li><li>Hold Music</li><li>Hot Desking</li><li>Global Consent Management for SMS</li><li>Inbound Call Insights</li><li>Inbound SMS Virus Screening</li><li>IP Address Access Control</li><li>Live Transcriptions</li><li>Mask Personal Data from Dashboard and Call Log</li><li>Multiple Brands and Campaigns (10DLC)</li><li>Multiple Line Appearances</li><li>Paging</li><li>PCI Compliance Support</li><li>PIN Code Requirements and Protections</li><li>Port Range Assignment</li><li>Provisioning Template</li><li>Provision Pending Users</li><li>Push-to-Talk</li><li>Quality Dashboards</li><li>Regional SMS/MMS Storage</li><li>Routing Rules</li><li>SAML Role Mapping</li><li>Shared Line Groups</li><li>Single Sign-On License Assignment</li><li>Site Management</li><li>Smart IVR</li><li>SMS Etiquette Tool</li><li>SMS Security Controls (Disable Hyperlinks, Block Attachments, Disable Group MMS, Character Limits, Emoji Controls)</li><li>Spam Number List</li><li>Spam Protection</li><li>Subscribe to Zoom Phone Reports</li><li>Voicemail PIN Brute Force Protection</li></ul></td><td valign="top"><ul><li>Arabic</li><li>Bengali</li><li>Catalan</li><li>Chinese (Cantonese)</li><li>Chinese (Traditional)</li><li>Chinese (Simplified)</li><li>Czech</li><li>Danish</li><li>Dutch</li><li>English (America)</li><li>English (Britain)</li><li>Estonian</li><li>Finnish</li><li>French (Canada)</li><li>French (France)</li><li>German</li><li>Greek</li><li>Hebrew</li><li>Hindi</li><li>Hungarian</li><li>Indonesian</li><li>Italian</li><li>Japanese</li><li>Korean</li><li>Malay</li><li>Persian</li><li>Polish</li><li>Portuguese (Brazil)</li><li>Portuguese (Portugal)</li><li>Romanian</li><li>Spanish (America)</li><li>Spanish (Spain)</li><li>Swedish</li><li>Tagalog</li><li>Tamil</li><li>Telugu</li><li>Thai</li><li>Turkish</li><li>Vietnamese</li><li>Ukrainian</li></ul></td></tr></tbody></table>

### Fax Support

Zoom's Online Fax lets licensed Zoom Phone users send and receive faxes through the Zoom Workplace app using Zoom-provided or BYOC numbers, supporting up to 300 pages per fax with multiple file formats and cloud storage integration. The feature includes folder management, preview/download capabilities, bulk actions, enhanced fax transmission retries, detailed reporting, and persistent follow-up notes.

For more information on the new Online Fax capabilities, please visit Zoom’s [support documentation on Online Fax](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079042).

### Licenses, Calling Plans, and Add-Ons

Zoom Phone provides a wide range of licenses, calling plans, and add-ons to cater to various customer requirements. Fundamentally, every user or device utilizing Zoom Phone requires a Zoom Phone Basic license to access core PBX features. For Zoom Phone Native users (i.e., non-BYOC-C/P), a calling plan is essential for making outbound calls; alternatively, BYOC-enabled accounts will incur charges from the underlying carrier for their usage.

In addition to calling plans, Zoom also offers several add-ons for both Native service and BYOC-C/P customers, offering users additional features, capabilities, and functionality.

{% hint style="info" %}
**Note**

Some Zoom pricing plans include bundled licenses which, when applied to a user, may automatically apply a Zoom Phone calling plan and add-on features, simplifying the provisioning process. For more information on bundled licenses, speak to your Zoom account team.
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeKoG_K5hyyziw4KG0-4uFnNxQtUTntGWVU8jFefA_iq3DPjfu6mQHXLQpFMztK-EgUWEDB_Tw312tdNjKnoveFZ4RaqKxB_U4qK0_2F80qdu_iGlEBodMBjuLOwJ5zLeTu5d-O2SNV9oPkKw7CDLk?key=gORaE6vjeZ6i7Y4PGyLKfw" alt="" width="563"><figcaption><p>Example of Zoom Phone licensing.</p></figcaption></figure>

{% content-ref url="/pages/ssmuADD8YwS9sbMZmIh0" %}
[Licenses, Calling Plans, and Add-ons](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/licenses-calling-plans-and-add-ons)
{% endcontent-ref %}

### Zoom Phone Integrations

Zoom Phone supports various integrations for enhanced functionality and user workflow efficiency. Although the following list is not exhaustive, some of Zoom Phone’s most popular integrations are briefly outlined in the following section.

{% content-ref url="/pages/PFME7JqAXuohR0WKB8q8" %}
[Zoom Phone Integrations](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/zoom-phone-integrations)
{% endcontent-ref %}

### Contact Center Integrations

#### <mark style="color:blue;">Zoom Contact Center</mark>

Zoom Contact Center (ZCC) is an enterprise-grade, omni-channel solution that integrates Zoom's unified communications platform with contact center capabilities. Designed to enhance customer experiences, ZCC can deliver prompt and personalized service across a robust suite of channels, including video, voice (phone), SMS, social media, and web chat, along with Zoom's AI-powered Virtual Agent.

For more information on Zoom Contact Center, refer to [Zoom’s website](https://explore.zoom.us/en/products/contactcenter/) or speak with your Zoom account team.

**Caller Data Sharing Between Zoom Phone and Zoom Contact Center**

Zoom Phone and Zoom Contact Center pass caller context in both directions. When a Zoom Phone user transfers a call to a Zoom Contact Center agent, they will receive an AI conversation summary and initiator details (name, extension) before they even pick up. The admin policy Transfer Call Data to Zoom Contact Center controls what gets shared. Agents also see the transfer source (queue, shared line, user, or auto-receptionist) along with the caller ID.

Refer to Zoom's support center for [transferring voice call data from Zoom Contact Center to Zoom Phone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0078153).

#### <mark style="color:blue;">Zoom's Workforce Engagement Management Suite</mark>

Zoom's Workforce Engagement Management suite provides additional products and features that further supplement and expand the power of Zoom Contact Center with Zoom Phone.

With **Zoom Workforce Management**, businesses have access to AI-powered tools that can forecast future contact engagement volume, organize and design schedules that align with projected volume across various channels, and predict agent workloads.

With **Zoom Quality Management**, contact center managers have access to various tools and features that monitor and analyze consumer interactions, evaluate agent performance, offer actionable insights, and proactively identify areas for improvement.

For more information on Zoom’s Workforce Engagement Management suite, refer to [Zoom’s website](https://www.zoom.com/en/products/contact-center/features/workforce-engagement-management/) or speak with your Zoom account team.

#### <mark style="color:blue;">Additional Contact Center Integrations</mark>

In addition to Zoom Contact Center, Zoom Phone also supports contact center integrations with Five9, Twilio, Genesys, NICE inContact, and Talkdesk.

### Zoom Phone Survivability

For businesses that use a cloud-based telephony service dependent on internet provider connectivity, maintaining telephony services in the event of an internet service failure or a service impacting event is critical for business continuity and operations. To address these scenarios, Zoom offers the Zoom Phone Local Survivability (ZPLS) module as a Zoom Node workload, which provides telephony resiliency in the event of a service disruption.

During a survivability event where Zoom endpoints cannot reach the Zoom Phone cloud service, supported user devices will register to the ZPLS module, which provides basic telephony services—like internal calling and survivability distribution groups—until full service can be restored. Businesses can further expand this functionality by connecting the ZPLS module with a Session Border Controller (SBC) connected to an underlying carrier (BYOC) to route calls across the public switched telephone network (PSTN).

When integrated with an SBC, businesses have the best of both worlds: the simplicity and ease of a cloud-managed phone system, with the survivability and resiliency of on-premises infrastructure when the unforeseen occurs. In short, with ZPLS, businesses can comfortably deprecate most legacy, on-premises telephony appliances and migrate to a cloud-based phone system with confidence.

Refer to the section of this document dedicated to [Zoom Phone Local Survivability](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/zoom-phone-local-survivability) for more information.

### Call Routing Logic

Zoom Phone supports many nuanced call routing capabilities, supporting multiple Sites, external contacts, routing rules, and more. To support customer understanding for the impact of call flows, Zoom Phone processes different calling scenarios through comprehensive call routing logic.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe8AcIH76HJyaZbZGgLzZGSoYsioREHMSnT-fZmhYUkttArqrTTItC1QHW2UqdK9Za3Gzn3XpmDO-U3sRIBjpvEuareYjb5FM9VCDufgIFDrP5jompyaKIKkAmBXMsIOCOO7MzxMIck7e-lmzsqXyY?key=gORaE6vjeZ6i7Y4PGyLKfw" alt="" width="563"><figcaption><p>Example of different Zoom Phone call flows.</p></figcaption></figure>

### Network Configuration

Due to Zoom Phone's cloud-based architecture, configuring Zoom Phone for your network is substantially easier in comparison to legacy, on-premises phone systems. From the simplest of perspectives, users need two key factors to begin successful calling: a working internet connection and open network ports. So long as users can successfully maintain an active connection with Zoom Phone data centers and the necessary ports are not blocked, Zoom Phone is ready for use within your network.

{% content-ref url="/pages/zKEh4xfHXi4leRMmsTmW" %}
[Network Configuration](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/network-configuration)
{% endcontent-ref %}


# Zoom Phone Native

#### <mark style="color:blue;">Zoom Phone Native</mark>

Zoom Phone Native service is a cloud-based telephony system that relies on Zoom's cloud infrastructure for call delivery, handling, and transit through an internet connection and underlying network of carriers around the globe. With this service, calls are routed through the internet to Zoom's data centers, and connect to their destination either through a network of underlying carriers across the PSTN (public switched telephone network) or continue across the internet to another Zoom Phone user.

As a cloud-based service, this offering eliminates the need for customers to host or manage any on-premises hardware—like a session border controller (SBC) or SIP trunk—for telephony connectivity. Instead, users only require a working internet connection, a Zoom app or device, and a supported license to begin dialing.

In addition to simplified call connectivity, the Zoom Phone Native service offering also includes Zoom Phone's cloud-based private branch exchange (PBX), which provides [numerous features](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview#zoom-phone-features), including voicemail, Auto Receptionists, Call Queues, phone number assignment, and more.

In simple terms, whether you're a small business with a handful of users or a large enterprise with thousands of users, the Zoom Phone Native service model is a cloud-based telephony solution tailored to meet your business' needs.

#### <mark style="color:blue;">Zoom Phone Native offers service within 48 countries through 17 global data centers</mark>

The Zoom Phone Native service offers international PSTN connectivity within 48 countries through 17 global data centers.

{% columns %}
{% column %}
**United States:**

* California
* New Jersey
* Virginia

**Canada:**

* Ontario
* British Columbia

**Mexico:**

* Querétaro

**Brazil:**

* São Paulo

**Netherlands:**

* Amsterdam
  {% endcolumn %}

{% column %}
**China:**

* Tianjin

**Hong Kong:**

* Hong Kong

**Germany:**

* Frankfurt
* Beire

**Singapore:**

* Singapore

**Japan:**

* Tokyo
* Osaka

**Australia:**

* Melbourne
* Sydney
  {% endcolumn %}
  {% endcolumns %}

From the following data centers, the Zoom Phone Native service provides PSTN connectivity within the following countries:

{% columns %}
{% column %}
**North America:**

* United States
* Canada
* Puerto Rico

**Latin America:**

* Argentina
* Brazil
* Chile
* Colombia
* Costa Rica
* Ecuador
* Mexico
* Panama
* Peru

**Asia-Pacific:**

* Australia
* China\* †
* Hong Kong SAR
* New Zealand
* Singapore
* Japan
* Thailand
  {% endcolumn %}

{% column %}
**EMEA:**

* Austria
* Belgium
* Bulgaria
* Croatia
* Cyprus
* Czech Republic
* Denmark
* Estonia
* Finland
* France
* Germany
* Greece
* Hungary
* Ireland
* Israel
* Italy
* Latvia
* Lithuania
* Luxembourg
* Netherlands
* Norway
* Poland
* Portugal
* Romania
* Slovakia
* Slovenia
* South Africa
* Spain
* Sweden
* Switzerland
* United Kingdom
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %} <sup>\*Metered Calling Only</sup>\ <sup>†Emergency Services not Available</sup>
{% endhint %}

#### <mark style="color:blue;">Zoom Phone Native Service Network Design</mark>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXffrJi5073unK-AGEK-6trf_89Yh6-G8wu8XSeX528mgu2CgIU8DRdnTwHvlff4CoLebqISn8uI94z3QsRJYLQQa_78hTSE6Z8xIlgTARTacQBudemE3nlj0-PQh22gosX6XmVW6Q?key=weQ2sCX_S19_lC1dI6JxyQ" alt=""><figcaption><p>Diagram showing data flow and secure port connections.</p></figcaption></figure>

{% hint style="info" %}
**Note**\
Zoom Phone endpoints always initiate connectivity into Zoom data centers. If you have questions about port connectivity and scope, speak with your Zoom technical account team for more information.
{% endhint %}


# Bring Your Own Carrier – Cloud Peering (BYOC-C)

#### Bring Your Own Carrier – Cloud Peering (BYOC-C)

In addition to the Zoom Phone Native service offering, Zoom Phone also supports a Bring Your Own Carrier (BYOC) service with **cloud peering** (BYOC-C). With this service model, a business can choose one or more underlying telephony carriers to connect (i.e., cloud peer) with Zoom Phone's data centers, **without** requiring any on-premises hardware, like a session border controller (SBC).

BYOC-C deployments give businesses continued access to Zoom Phone cloud-based PBX features like Call Queues, Auto Receptionists, number assignment, etc., while the underlying telephony connections are handled by the chosen provider(s) without the maintenance costs of on-premises hardware.

#### <mark style="color:blue;">With BYOC-C, customers can choose an already-approved telephony service provider from Zoom's Provider Exchange network</mark>

With Zoom Phone's cloud peering service model (BYOC-C), Zoom Phone customers are free to choose which underlying telephony providers they will work with to meet their coverage needs. To simplify this process, Zoom offers the [Provider Exchange](https://www.zoom.com/en/products/voip-phone/features/provider-exchange/), which offers a list of telephony service providers pre-configured and pre-approved to cloud peer with Zoom Phone; all a business needs to do is independently set up their billing and contracts with the provider.

{% hint style="info" %}
**Note**

Instructions for [finding a provider from the Provider Exchange](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059430#h_01H562N886RMWA5TFNXCFGRTVW) are available on Zoom's support center.

Customers should also be aware that the BYOC-C service will require a separate bill for their chosen provider(s), in addition to their Zoom Phone bill.
{% endhint %}

#### <mark style="color:blue;">Customers can combine a cloud peering provider with the Zoom Phone Native service model for greater international coverage</mark>

Companies that require broader international coverage beyond what the Zoom Phone Native service model offers can enhance their connectivity by integrating a cloud peering service provider with Zoom Phone Native. This combination can grant access to PSTN services within countries that are not readily available through the Native service model.

#### <mark style="color:blue;">Zoom Phone's Provider Exchange network collectively covers over 90 countries with PSTN connectivity</mark>

Cloud Peering service providers on Zoom's Provider Exchange can support PSTN connectivity within the following countries:

{% columns %}
{% column %}
**North America:**

* United States
* Canada
* Puerto Rico

**Latin America:**

* Argentina
* Belize
* Brazil
* Chile
* Colombia
* Costa Rica
* Dominican Republic
* Ecuador
* El Salvador
* Guatemala
* Jamaica
* Mexico
* Nicaragua
* Panama
* Peru
* U.S. Virgin Islands
* Uruguay
* Venezuela

**Asia-Pacific:**

* Australia
* Brunei Darussalam
* Cambodia
* China
* Hong Kong
* Indonesia
* Jamaica
* Kazakhstan
* Kyrgyzstan
* Macau
* Malaysia
* Nauru
* New Zealand
* Philippines
* Singapore
* South Korea
* Taiwan
* Thailand
* Timor (East)
* Uzbekistan
* Vietnam
  {% endcolumn %}

{% column %}
**EMEA:**

* Albania
* Angola
* Austria
* Bahrain
* Belgium
* Bosnia
* Bulgaria
* Croatia
* Cyprus
* Czech Republic
* Denmark
* Estonia
* Finland
* France
* Georgia
* Germany
* Greece
* Hungary
* Iceland
* Ireland
* Israel
* Italy
* Japan
* Kenya
* Latvia
* Lithuania
* Luxembourg
* Macedonia
* Malta
* Moldova
* Monaco
* Netherlands
* Norway
* Poland
* Portugal
* Romania
* Russia
* Serbia
* Slovakia
* Slovenia
* South Africa
* Spain
* Sweden
* Switzerland
* Turkey
* Uganda
* Ukraine
* United Kingdom
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %}
**Note**

Zoom Phone endpoints always initiate connectivity into Zoom data centers. If you have questions about port connectivity and scope, speak with your Zoom technical account team for more information.
{% endhint %}

#### Zoom Phone Cloud Peering Network Design

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdpjeGpqjv2kuTsi_DYGaTb6fyHTUPjBJd2ceMZbY-ViVwIy16BCuAFHdrfVDrq3QTO52vfKctdSOXs1w2wFu1cQqWzSRFnk3WkN-ReryNK8BMisbIZx0PXZyW8pC5HQm-aiNj_sw?key=weQ2sCX_S19_lC1dI6JxyQ" alt=""><figcaption><p>Diagram of Zoom Phone Cloud Peering Network Design.</p></figcaption></figure>


# Bring Your Own Carrier – Premises Peering (BYOC-P)

As an alternative to cloud peering, Zoom Phone also supports a Bring Your Own Carrier (BYOC) premises peering (BYOC-P) service model, where a business connects their on-premises hardware—specifically, a session border controller (SBC) connected to a carrier—with Zoom Phone's cloud PBX system.

With this service model, businesses continue to have access to Zoom Phone's cloud PBX features, like Call Queues, Auto Receptionists, number assignment, etc., while the underlying PSTN connections are handled by the company's chosen provider. This service model is nearly identical to Zoom Phone's Cloud Peering model (BYOC-C), with the exception that the customer provides and maintains their own supported SBC to peer with Zoom Phone's data centers, instead of the underlying carrier.

#### <mark style="color:blue;">With premises peering, service areas are determined by the customer's chosen telephony service provider</mark>

Unlike the Zoom Phone Native and cloud peering services, which contain general lists of serviceable countries and territories, premises peering service areas are determined by the customer's chosen telephony service provider. Businesses are encouraged to consult with their chosen telephony provider to ensure their coverage will meet their business needs.

#### <mark style="color:blue;">Zoom Phone Premises Peering Network Design</mark>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc2018WCwHe7w2s1oAObEi4Hy6Xb1u-dbbDgFEJ8Qf6rjWVsql8AkHW2ISWhwHV3K3sVnU7pbQbbL_A4NNwvyVw_twe3uWf6wVdyJ_ZAvvu3tsP956AuuupoOnTudM5HwUvZrGMCWQ709AE_8KH8w?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Diagram of Zoom Phone Premises Peering Network Design.</p></figcaption></figure>

{% hint style="info" %}
**Note**

Zoom Phone endpoints always initiate connectivity into Zoom data centers; however, BYOC-P SBCs require bi-directional connectivity. If you have questions about port connectivity and scope, speak with your Zoom technical account team for more information on connectivity options.
{% endhint %}


# Licenses, Calling Plans, and Add-ons

### Zoom Phone Licenses

Provisioning a user with a Zoom Phone Basic license grants users access to fundamental features of the service. From there, additional features can be granted through calling plans—elevating the user to Licensed or Pro status—and can be further supplemented through add-ons. Alternatively, non-user-specific devices can be provisioned for service with a Common Area License.

Due to Zoom Phone's diverse capabilities and service offerings, readers are encouraged to view our [pricing page for in-depth information](https://zoom.us/pricing/zoom-phone) on Zoom Phone capabilities and speak with a member of their account's sales team to identify which calling plans are best-suited to meet their needs.

<table><thead><tr><th valign="top">Zoom Phone Basic</th><th valign="top">Zoom Phone Licensed and Pro</th><th valign="top">Zoom Phone Common Area</th></tr></thead><tbody><tr><td valign="top"><ul><li>Extension-to-Extension Dialing</li><li>Voicemail</li><li>Mobile Device Support</li><li>Emergency Calling¹</li><li>Nomadic E911¹ (U.S. and Canada Only)</li><li>Receive Inbound Transferred/Forwarded PSTN Call</li><li>Call Hold</li><li>Call Transfer / Forwarding (Internal Extensions Only - No PSTN)</li></ul></td><td valign="top"><ul><li>All Basic features</li><li>IP Deskphone Registration</li><li>Call Queue Membership</li><li>Shared Line Group Membership</li><li>Auto Receptionist</li><li>Barge / Monitor / Whisper</li><li>Hoteling / Hot-Desking</li><li>Call Recording</li><li>Call Park</li><li>Outbound PSTN Dialing</li><li>SMS / MMS²</li><li>Searchable in Dial-by-Name Directory</li><li>Online Fax</li></ul></td><td valign="top"><ul><li>Extension-to-Extension Dialing</li><li>Voicemail</li><li>Emergency Calling¹</li><li>Nomadic E911¹ (U.S. and Canada Only)</li><li>Receive Inbound Transferred/Forwarded PSTN Call</li><li>Call Hold, Transfer, and Forwarding (Internal Only)</li><li>IP Deskphone Registration</li><li>Hoteling / Hot-desking</li><li>Outbound PSTN Dialing</li></ul></td></tr></tbody></table>

{% hint style="info" %}
¹ Requires Emergency Number Pool if a direct inward dial (DID) number is not assigned.\
² Availability varies by country. Speak with your Zoom account team for more information.
{% endhint %}

{% hint style="info" %}
**Note**

Common Area Licenses are applicable for the following devices: Common Area Phones, hoteling desk phones, Zoom Phone appliances, Zoom Rooms, fax devices, paging system devices, door release devices, postage machines, and other analog telephone adapter (ATA) ports.
{% endhint %}


# Zoom Phone Integrations

Zoom Phone supports various integrations for enhanced functionality and user workflow efficiency. Although the following list is not exhaustive, some of Zoom Phone's most popular integrations are briefly outlined in the following sections.

#### <mark style="color:blue;">Salesforce</mark>

Integrating [Zoom Phone with the Salesforce Lightning app](https://marketplace.zoom.us/apps/ozGm-qsFRBqBkYYzJg4Y6g) provides Zoom Phone users with seamless communication and collaboration natively within the Salesforce environment.

This integration empowers administrators to automate the logging of call activities and details into Salesforce records, providing a comprehensive view of interactions and contact touchpoints. Additionally, users can initiate Zoom Phone calls within the Salesforce application, using features like click-to-dial, call pop-ups, and access to recent call history. Taken holistically, this integration reduces the need for context switching between programs, enhancing user workflows and productivity.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdqCaQ_eBLzNDU0wOBz7-brzKtlaZ_ydi-aZry5w0rhOb-TA6Wr3NY-p5eIvEnzCGHFIrNiIA9BvN-6BW7Y0VFpSZmowP6tQwTugpvbYs1p4cJgvf6irN2-x8yPVn7u0rqFxqR0XgdNc4wP13W1vQk?key=gORaE6vjeZ6i7Y4PGyLKfw" alt="" width="563"><figcaption><p>Example of the Zoom Phone integration with Salesforce.</p></figcaption></figure>

#### <mark style="color:blue;">Microsoft Teams</mark>

Zoom Phone supports two primary integrations with Microsoft Teams: Zoom's in-app integration for Microsoft Teams and Zoom Phone for Microsoft Teams.

<mark style="color:blue;">**Zoom's in-app integration for Microsoft Teams**</mark>

Zoom's [in-app integration for Microsoft Teams](https://appsource.microsoft.com/en-us/product/office/wa104381441?tab=overview) offers users easy access to core features for Zoom Meetings, Zoom Phone, and Zoom Whiteboard within the Teams client. With easy-to-access menus and interfaces that complement existing workflows, users can perform many tasks within the Teams client, with limited dependencies on the Zoom Workplace desktop app running in the background to execute some commands.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdpNh5jnOnO2Rlz3rOoyyvuGsPslpjeQfZfNsR1PgfuGFLFvxKhASKzTlOq90ZiAzpYIJ45hjw1YkFJgJpuL7_smOHv4dNRI1zzPJghqHSrMXwpAmWmoqhkX7Bx05SxRR1HKtDv9s5GlqF6Pg8KzUw?key=gORaE6vjeZ6i7Y4PGyLKfw" alt="" width="563"><figcaption><p>Example of the Zoom Phone integration with Microsoft Teams.</p></figcaption></figure>

Core features of Zoom Phone with Zoom's in-app integration for Microsoft Teams include:

{% columns %}
{% column %}

* Place and receive calls\*
* Transfer/Forward Call
* View Call History
* Send and Receive SMS
* Record call\*
  {% endcolumn %}

{% column %}

* Access recorded calls and transcripts
* Hold call
* Access Voicemail
* Read Voicemail Transcription
* Bi-directional Presence sync
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %}
\*Requires Zoom Workplace desktop app to execute command
{% endhint %}

{% hint style="info" %}
**Note**

The requirement to run the Zoom Workplace desktop app in the background can be simplified with [the Zoom Assistant](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience/the-zoom-assistant).
{% endhint %}

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams</mark>

[Zoom Phone for Microsoft Teams](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057686) is a *direct routing as a service* (DRaaS) offering that provides businesses with a strategic collaboration option by integrating Zoom Phone's PSTN services directly into the Teams client and PBX. This allows users to make and receive calls directly through the Teams interface, while utilizing Zoom Phone's telephony infrastructure alongside your company's Teams PBX system.

This service offers businesses flexibility to not only streamline communication workflows within a common application, but additionally provides an option for business continuity and disaster recovery. By offering Zoom Phone’s telephony services natively within the app, *without a supplemental application or integration*, users can utilize one common workflow whether Zoom Phone is being used as a primary service provider, or a secondary provider for disaster-recovery scenarios.

#### <mark style="color:blue;">Slack</mark>

[Zoom's in-app integration for Slack](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065290) lets Zoom Phone users place calls easily from within the Slack application. The following two Zoom Phone features are available:

* **Initiate a Zoom Phone Call:** Type **/zoom call \[@contact or phone number]** to call another Slack user or any phone number
* **Call a user from a Direct Message:** After clicking the **Call icon** within a direct message, a user can select the **Phone: Zoom** option. This will directly call the user over Zoom Phone

{% hint style="info" %}
**Note**

This integration requires the Zoom Workplace desktop app to run in the background to execute these functions.
{% endhint %}

#### <mark style="color:blue;">Google Workspace</mark>

The [Zoom for Google Workspace add-on](https://workspace.google.com/marketplace/app/zoom_for_google_workspace/364750910244) provides Zoom Phone users with convenient access to essential phone features within Gmail and Google Calendar. With the add-on, users can initiate Zoom Phone calls directly from either product, review recent call history, and access Google and Zoom contacts, with the option to conveniently call a contact, provided there is at least one phone number associated with their profile.

Similar to other integrations, the Zoom for Google Workspace add-on extends its features beyond Zoom Phone, with support for Zoom Meetings as well. To explore the full capabilities of both the [Zoom Phone for Google Workspace integration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061114) and the [comprehensive Google Workspace package](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060226), readers are encouraged to visit Zoom's support center for more information.

#### <mark style="color:blue;">Bullhorn CRM</mark>

The integration with Bullhorn CRM enables users to initiate calls directly from contact records with automatic call logging. Account owners and admins can configure call and SMS logging behaviors, including options to log individual messages or consolidate conversations within a 24-hour period. The integration includes contact pop-up management controls and accurately identifies internal extensions to reduce the likelihood of unnecessary logging for internal communications. This streamlines call handling and may eliminate the need to switch between applications for making calls and logging details.

Refer to Zoom’s support article on using the [Zoom Phone for Bullhorn integration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0078747).

#### <mark style="color:blue;">Zoom Phone for Outreach</mark>

The integration with Outreach automatically links Zoom Phone calls to corresponding prospects based on phone numbers, with configurable options for handling multiple matches and automatic prospect creation when no match exists. All call scenarios follow the same matching logic with detailed logging, and calls originating from prospect records maintain direct linking for accurate relationship tracking. This reduces manual data entry and improves CRM accuracy for sales representatives.

Refer to Zoom’s support articles on the [user guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065229) and the [admin guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064535) for Zoom Phone for Outreach.

#### <mark style="color:blue;">Zoom Phone for Hubspot</mark>

The Zoom Phone for HubSpot integration enables users to access Zoom Phone functionality directly within the HubSpot CRM platform, providing click-to-dial capabilities, automatic call logging, and comprehensive activity tracking. Users can initiate calls directly from HubSpot contact, company, deal, or ticket records, with all inbound and outbound calls automatically logged including call duration, outcome, recordings, and voicemail.

The Zoom Phone widget within HubSpot provides access to call history, voicemail messages, and SMS functionality without leaving the CRM workflow. Users can send SMS messages to up to 10 recipients at a time with automatic logging to HubSpot. The integration intelligently matches phone numbers to existing HubSpot records and can automatically create new contact records when no match is found. Call logs are automatically associated with relevant deals and tickets in addition to contacts and companies.

Refer to Zoom's support center for more information on using the [Zoom Phone for HubSpot integration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063792).

{% hint style="info" %}
**Note**

This integration requires the Zoom Workplace desktop app to run in the background to execute these functions.
{% endhint %}

#### <mark style="color:blue;">Zoom Phone for Zapier</mark>

Zoom Phone integrates with Zapier, connecting telephony events to workflows across 1,000+ business apps. Incoming calls, missed calls, voicemails, and SMS messages can all trigger automated actions, like creating a CRM record, firing off an email notification, or logging call data without any manual follow-up.

[Refer to Zoom's support center for more information on Zoom Phone for Zapier](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0084151).


# Network Configuration

Due to Zoom Phone's cloud-based architecture, configuring Zoom Phone for your network is substantially easier in comparison to legacy, on-premises phone systems. From the simplest of perspectives, users need two key factors to begin successful calling: a working internet connection and open network ports. So long as users can successfully maintain an active connection with Zoom Phone data centers and the necessary ports are not blocked, Zoom Phone is ready for use within your network.

However, despite the fundamental simplicity, there are additional networking components to consider as customer environments become increasingly complex.

### Firewall

For a list of firewall ports, protocols, and settings, refer to [Zoom's support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060548).

For customers using zero-touch provisioning, also refer to the [Poly](https://info.ztp.poly.com/docs/begin/prerequisites) and [Yealink](https://support.yealink.com/en/portal/knowledge/show?id=035c46eea77827eb20d53a4d) support sites to confirm your devices can communicate with the manufacturer's provisioning servers.

### Network Segments

When planning your Zoom Phone environment, be sure to confirm all network segments (e.g., load balancers, firewalls, custom VLANs, etc.) have sufficient network access as defined in our [firewall documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060548). Failure to grant necessary connectivity from network segments may impact the user, provisioning, or general Zoom Phone experience.

### Quality of Service (QoS)

For Quality of Service (QoS) configurations, Zoom supports two approaches for DSCP tagging: Zoom's built-in application-layer DSCP marking and manual DSCP marking.

#### Zoom's Application-Layer DSCP Marking

Customers can enable Zoom's built-in DSCP marking feature from the Zoom web portal. Once enabled, Zoom Workplace desktop, mobile, and Zoom Rooms apps (version 6.0+), and most Zoom-certified Cisco, Yealink, and Poly IP phones will transmit Zoom Phone audio packets with configured DSCP markings at the application-layer.

Refer to Zoom’s support center for more information on [using QoS DSCP markings](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076072#mcetoc_1i2ke7gc5dk7).

### Manual DSCP Markings

For customers using manual DSCP markings, Zoom recommends the following settings, depending on your organization's QoS strategy.

**4-Queue QoS Strategy:**

| Type                                  | DSCP Name | DSCP Value |
| ------------------------------------- | --------- | ---------- |
| Real-Time Flows                       | EF        | 46         |
| Transactional / Mission-Critical Data | AF41      | 26         |
| Signaling (for Real-Time Flows)       | CS3       | 24         |
| Best Effort                           | DF        | 0          |

**12-Queue QoS Strategy:**

| Type                                  | DSCP Name | DSCP Value |
| ------------------------------------- | --------- | ---------- |
| Network Control                       | CS6       | 48         |
| Real-Time Telephony                   | EF        | 46         |
| Broadcast Video                       | CS5       | 40         |
| Multimedia Conferencing               | AF41      | 34         |
| Real-Time Interactive                 | CS4       | 32         |
| Multimedia Streaming                  | AF31      | 26         |
| Signaling (for Real-Time Flows)       | CS3       | 24         |
| Transactional / Mission-Critical Data | AF21      | 18         |
| Management / OAM Traffic              | CS2       | 16         |
| Bulk Data                             | AF11      | 10         |
| Scavenger Class                       | CS1       | 8          |
| Best Effort                           | DF        | 0          |

### Virtual Private Networks (VPNs)

Zoom Phone is supported over a Virtual Private Network (VPN) connection; however, it is important to note that these connections can reduce call quality, extend latency time, and significantly impact your VPN's bandwidth utilization.

{% hint style="success" %}
**Zoom Recommendation**

For the best user experience and call quality, split tunnel all Zoom-related traffic **outside** your company's VPN. Failure to split-tunnel traffic may overwhelm your VPN's bandwidth and impact the user experience.
{% endhint %}

### DHCP Options

DHCP options 66 and 161, if enabled, can interfere with [zero-touch provisioning](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/admin-experience#zero-touch-provisioning) (ZTP) on some devices. Customers are encouraged to leave these options unconfigured if using ZTP extensively, or if using multiple phone device manufacturers within the network.


# Configuration

This section discusses core processes and features involved in configuring Zoom Phone's PBX for your account, including Sites, call routing tools, business hours, common area devices, SMS, and more. For information on configuring users, IP phones, and other elements of Zoom Phone, refer to the [Admin Experience](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/admin-experience) section.

### Setting Up an Account

Once an account is provisioned with Zoom Phone licenses, an account admin must complete an initial setup before using the service. This process involves choosing a Main Company Number, a starting extension, and defining an emergency address. This process effectively creates the first **Site** for an account, and any configured information can be updated at a later time if necessary.

Refer to Zoom's support center for more information on [getting started with Zoom Phone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060257), which includes instructions for the initial setup process.

{% hint style="success" %}
**Zoom Recommendation**

If your account has no more than 150 Zoom Phone licenses, you can schedule a session with a Zoom Phone Enablement Specialist who can assist with setting up your account. For more information, reach out to your account team.
{% endhint %}

### Sites

A **Site** is a specific term used within Zoom Phone that groups users with shared characteristics—like a common access code, physical address, building, SIP Zone, department, or policies—into a single, manageable group within the Zoom web portal. For some customers, a single Site may represent all users within their business and can span multiple buildings within a campus or location; for others, multiple Sites may be required depending on your business needs, granularity of control, global presence, etc.

{% hint style="success" %}
**Zoom Recommendation**

For small businesses in a single location that do not require granular levels of setting controls, a single-Site design is *probably* sufficient for your needs. Alternatively, if you need to control user settings by location, floor, department, or building, a multi-Site model might be best for you.
{% endhint %}

Refer to Zoom's support center for more information on [Site management](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069716).

#### <mark style="color:blue;">Main Company Number</mark>

Within Zoom Phone, the **Main Company Number** is the phone number assigned to each Site's Main [Auto Receptionist](#auto-receptionists), which is automatically assigned to the Site upon creation. If your account uses multiple Sites, you will have multiple Main Auto Receptionists, each with a unique Main Company number specific to each Site.

#### <mark style="color:blue;">Site Policies, Settings, and Emergency Services</mark>

Within each Site, the following Policies, Settings, and Emergency Services are available for configuration. As the Zoom Phone team continually innovates, feature availability may change, and additional unlisted features may also be available. If a feature important to your organization is not listed, please contact your account team for more information.

**Zoom Phone Site Policies**

{% columns %}
{% column %}

* Call Live Transcription
* Play notification prompt
* External calling on Zoom Rooms Common Area
* Local Survivability Mode
* Select Outbound Caller ID
  * Hide Outbound Caller ID
* Personal Audio Library
  * Allow Music on Hold Customization
  * Allow Voicemail and Message Greeting Customization
* Personal Voicemail & Videomail
  * Allow Videomail
  * Allow User to Download Their Own Videomail / Voicemail
  * Allow User to Delete Their Own Videomail / Voicemail
  * Allow User to Share Their Own Voicemail
  * Allow Virtual Background for Videomail / Video Greeting
* Voicemail / Videomail Transcription
* Voicemail / Videomail Notification By Email
  * Include Voicemail / Videomail File
  * Include Voicemail / Videomail Transcription
  * Forward Voicemail to Email
* Shared Voicemail / Videomail Notification by Email
* Restricted Call / SMS Hours
* Allowed Call / SMS Locations
* Check Voicemails Over Phone
* nces for Redirected Calls
* Display End-of-Call Experience Feedback Survey
* Obfuscate Sensitive Data During a Call
* Incoming Call Notification Options
* Automatic Call Recording
  * Access Member List
* Ad-Hoc Call Recording
  * Access Member List
  * Allow User to Access Their Own Recording
    * Download
    * Delete
  * Allow Call Recording Transcription
* International Calling
  * Manage Country / Region
* Call Queue Routing Override
* Call Queue Pickup Code
  * Exempt List
* Zoom Phone on Mobile
  * Allow Calling and SMS / MMS functions on Mobile
  * Hide Phone Calls in Device History (iOS)
    {% endcolumn %}

{% column %}

* Zoom Phone on Progressive Web App (Google Chrome Web App)
* SMS
  * Custom SMS Character Limits
  * Inbound SMS Virus Screening
  * SMS Emoji Controls
  * Block Inbound SMS Attachments
  * Disable Group SMS and Hyperlinks in SMS
* SMS Templates
* End-to-End Encryption
* Call Handling & Forwarding
  * Restrictions
* Allow Users to Edit Call Handling Settings
* Call Overflow
  * Restrictions
* Enable Users to Allow Their Calls to Reach an Operator
* Allow Users to Forward Their Calls Outside of Their Own Site
* Call Transferring
  * Restrictions
* Elevate a Call to a Meeting
* Call Park
  * Expiration Period
  * When a Parked Call is Not Picked Up
  * Call Park Location Assignment
  * Music on Park
* Hand Off to Room
* Mobile Switch to Carrier
* Delegation
* Audio Intercom
* Call Screening
* Block Calls Without Caller ID
* Block External Calls
* Advanced Encryption
* Call Queue Opt-Out Reason
* Auto Delete Data After Retention Duration
  * Call Logs
  * Ad-Hoc Recordings
  * Auto Call Recordings
  * Voicemail
  * Videomail
  * SMS / MMS
  * After Retention Duration
    * Soft Delete Data
    * Permanently Delete Data
* Set Caller ID Viewing Preference
* Voicemail Preamble and Postamble
* Always Use Callkit for iOS
* Push-to-Talk
* Third-party Caller ID (CNAM) Display
  {% endcolumn %}
  {% endcolumns %}

**Zoom Phone Site Settings:**

{% columns %}
{% column %}

* Routing Rules
* Zoom Phone Local Survivability
* Default Business Hours
* Default Overflow for Business Hours
* Default Overflow for Closed Hours
* Default Holiday Hours
* Default Overflow for Holiday Hours
* AES-256 Encryption for Supported Devices
* Audio Prompt Language
* Default Audio Prompt
* Hot Desking Session Timeout
* Templates
* Dial by Name Directory
* Private Directory
  {% endcolumn %}

{% column %}

* Additional Outbound Caller ID for User and Common Area Phones
  * Call Queue Numbers (For Members)
  * Shared Line Group Numbers (For Members)
  * Auto Receptionist Numbers (All users and Common Area Phones)
  * Customized Numbers
* Show Outbound Caller ID for Internal Calls
* Desk Phone General Settings
  * Web Interface
  * Admin Password
* Desk Phone Firmware Update Rules
  {% endcolumn %}
  {% endcolumns %}

**Zoom Phone Site Emergency Services:**

{% columns %}
{% column %}

* Route Emergency Calls to Public Safety Answering Point (PSAP)
  * For an Extension Without a Local Phone Number
    * Route Emergency Calls to PSAP
    * Don't Route Emergency Calls to PSAP
* Route Emergency Calls to Internal Safety Response Team
  * To PSAP and Internal Safety Response Team Simultaneously
  * To Internal Safety Response Team First, then to PSAP After Max Holding Time
    {% endcolumn %}

{% column %}

* Nomadic Emergency Services
* Emergency Address
* Emergency Address Management
  * Allow User to Manage Own Emergency Address
* Location Management
* GPS Coordinates
* Custom Call Handling for Emergency Service Numbers
  {% endcolumn %}
  {% endcolumns %}

### Call Routing and Distribution Tools

The following sections outline various call routing tools available within the Zoom Phone PBX.

#### <mark style="color:blue;">Auto Receptionists</mark>

An Auto Receptionist is a call routing feature designed to simplify call handling within the Zoom Phone system. Because an Auto Receptionist is automatically created and associated with every new Site, Auto Receptionists are commonly used as a first point of contact for most inbound callers and act as a virtual receptionist, performing roles like greeting callers with customizable, recorded messages, and providing them with options to reach their intended contact or department.

When configuring the Main Auto Receptionist associated with a Site (or a secondary Auto Receptionist), the admin should configure it with the features and routing logic best suited for their needs. For some customers, this may include connecting their Auto Receptionist with *other* call routing features (discussed in the following sections) like an Interactive Voice Response (IVR) menu or a Call Queue. For others, it may simply route to users or a voicemail inbox. Overall, there are *many* different ways to configure an Auto Receptionist, but which configuration is best for you will depend on your call routing goals and business needs.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXendlpVSzAc1Ii99iLz4wzwPWYhIyIP6SlyTJ2lY8f2cchT5F1LVRDZVS7v-tSWR6SHKhd5edEVf52cFEA7Jg2TDD0rSp9yMHmxqM6nXBjLr-ZcSP-6C6tBbwtx1grtJYTaXkFRKQ?key=6Tj7r1uBxBhfsyujHePnTA" alt="" width="563"><figcaption><p>Diagram of possible Auto Receptionists flows.</p></figcaption></figure>

Settings available for an Auto Receptionist include:

<table><thead><tr><th valign="top">Auto Receptionist can route to:</th><th>Customizable Auto Receptionist Settings:</th></tr></thead><tbody><tr><td valign="top"><ul><li>Voicemail</li><li>Play a message, then disconnect</li><li>User</li><li>Zoom Room</li><li>Common Area Phone</li><li>Cisco/Poly Room</li><li>Auto Receptionist</li><li>Call Queue</li><li>Shared Line Group</li><li>Interactive Voice Response (IVR) Menu</li><li>External Contacts</li><li>Phone Number</li></ul></td><td><ul><li>Voicemail Access</li><li>Voicemail Transcription</li><li>Voicemail Notification by Email</li><li>SMS</li><li>SMS Templates</li><li>Call Screening</li><li>Block Calls Without Caller ID</li><li>Customizable Greeting Prompt</li><li>Business Hours</li><li>Holiday Hours</li><li>Time Zone</li><li>Communication Content Storage Location</li><li>Audio Language Prompt</li><li>Extension Number</li><li>Voicemail</li><li>Cost Center Assignment</li></ul></td></tr></tbody></table>

Refer to Zoom's support center for more information on [managing](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061421) or [changing](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062100) Auto Receptionist settings.

#### <mark style="color:blue;">Interactive Voice Response Systems (IVRs)</mark>

An Interactive Voice Response (IVR) system is a powerful call routing tool that routes callers through a menu of options using their keypad or voice commands. When paired with other call routing features like Auto Receptionists and Call Queues, an IVR can drastically simplify call routing for your business.

Once fully configured, an IVR offers a menu of options for callers to choose from, connecting them to the appropriate department, individual, Call Queue, shared line group, or Auto Receptionist, etc. based on their selection. This enhances efficiency by quickly connecting users to the right resource based on their response, and simultaneously reduces the need for manual call handling by a human agent.

However, for an IVR to work effectively, customers must provide a recording that instructs the user which dialpad key they must press to reach their intended destination, such as "*Press 0 to reach the operator. Press 1 to reach sales*."

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfD4Oz0WMFEuyFJaHRvxpsBcLZn3pBIDc6NTVtNMSDKc0Bk_pJI24xRWEfJiBSyg73LdTyWbhR6LfiWddcK0pyMwoirblHx6fHXzNVox7eaJ_v5t4rGAeUFEoI0AaQfv7FD58Duzw?key=6Tj7r1uBxBhfsyujHePnTA" alt="" width="563"><figcaption><p>Diagram of possible IVR flow.</p></figcaption></figure>

To provide a functional perspective of IVRs, if an Auto Receptionist is the most common *first* point of contact for an inbound caller, an IVR is most likely the *second* most-common contact point, as it provides the underlying logic that routes a user to their intended destination. For your convenience, we've provided a functional example of how to pair an IVR with an Auto Receptionist [further within this document](#tips-on-building-call-routing-designs-an-example).

Settings available for an IVR include:

* Customizable IVR Greeting Audio Prompt
* Timeout Options

<table><thead><tr><th valign="top">Forward Calls to:</th><th valign="top">Leave Voicemail to:</th></tr></thead><tbody><tr><td valign="top"><ul><li>User</li><li>Zoom Room</li><li>Common Area Phone</li><li>Cisco/Poly Room</li><li>Auto Receptionist</li><li>Call Queue</li><li>Shared Line Group</li><li>External Contact</li><li>Phone Number</li></ul></td><td valign="top"><ul><li>Current Extension</li><li>User</li><li>Auto Receptionist</li><li>Call Queue</li><li>Shared Line Group</li></ul></td></tr></tbody></table>

Refer to Zoom's support center for more information on [creating an IVR](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063150).

#### <mark style="color:blue;">Call Queues</mark>

A Call Queue is a call routing feature that efficiently manages incoming call volume by placing callers in a virtual waiting line until an agent can assist. Once the caller is in-queue, they can be instantly greeted with customizable messages and/or music until the next agent answers their call. For most businesses, Call Queues are a call routing *destination* and are used to connect callers to a specific department or group of users with a speciality, like sales, IT support, or customer service. Call Queues are typically not intended to forward calls to another call routing service, like an IVR or Auto Receptionist, except in circumstances of overflow or no pickup response.

Administrators can set up multiple queues for different departments or purposes, and assign agents to specific queues based on their expertise. Additionally, Call Queues support multiple options for ring order, including *sequential*, *simultaneous*, *rotating*, and more, offering organizations flexibility for handling inbound calls.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfuSA3cvy4iynnWiVLxichSGRj-I_q908DW_8p-YzJJy6WakuqQFirOwsqPC_bGa2j9m-JidtcKFBPzcCqhUih2WyzoMCx6fmdeN7gcwyDxZy4Smp0DhBzONTN51_8LvU1xAJ-F_Q?key=6Tj7r1uBxBhfsyujHePnTA" alt="" width="375"><figcaption><p>Diagram of possible Call Queue flows.</p></figcaption></figure>

With the [Customer Engagement Pack add-on](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience#customer-engagement-pack), Call Queues can also provide real-time and historical information for monitoring and reporting, allowing supervisors and agents to track call volume, wait times, and queue performance. With this data, organizations can optimize their customer service operations, reduce call abandonment rates, and promptly and effectively handle incoming calls.

Settings available for a Call Queue include:

<table><thead><tr><th valign="top">Call Queue Settings</th><th valign="top">Customizable Policy Settings</th></tr></thead><tbody><tr><td valign="top"><ul><li><p>Call Distribution</p><ul><li>Simultaneous</li><li>Sequential</li><li>Rotating</li><li>Group Rotating</li><li>Longest idle</li></ul></li><li><p><strong>Overflow—Route to:</strong></p><ul><li>Voicemail</li><li>Play a message, then disconnect</li><li>User</li><li>Zoom Room</li><li>Common Area Phone</li><li>Cisco/Poly Room</li><li>Auto Receptionist</li><li>Call Queue</li><li>Shared Line Group</li><li>Interactive Voice Response (IVR) Menu</li><li>External Contacts</li><li>Phone Number</li><li>Disconnect</li></ul></li><li>Customizable Greeting Prompt</li><li>Audio While Connecting</li><li>Music on Hold</li><li>Business Hours</li><li>Holiday Hours</li><li>Time Zone</li><li>Communication Content Storage Location</li><li>Audio Language Prompt</li><li>Extension Number</li><li>Voicemail</li><li>Cost Center Assignment</li><li>Receive Calls While on A Call</li><li>Max Wait Time</li><li>Wrap-up Time</li><li>Max Calls in Queue</li><li>Callback Options</li><li>Call Queue Auto-Answer*</li><li>Call Queue Routing Override</li></ul></td><td valign="top"><ul><li>Voicemail Access</li><li>Voicemail Transcription</li><li>Voicemail Notification by Email</li><li>Automatic Call Recording</li><li>Allow Ad-Hoc Call Recording</li><li>Call Queue Pickup Code</li><li>SMS</li><li>SMS Templates</li><li>Call Screening</li><li>Block Calls Without Caller ID</li><li>Call Queue Opt-Out Reason</li><li>Chat Channel</li></ul></td></tr></tbody></table>

**\*Requires Customer Engagement Pack add-on**

Refer to Zoom's support center for more information on [managing](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064844) a Call Queue or [changing](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065370) its settings.

#### <mark style="color:blue;">Shared Line Groups</mark>

Shared Line Groups (SLGs) are a call routing feature that allow up to 10 users to collaboratively answer and manage incoming calls for up to 10 different phone numbers. These groups are ideal for teams, departments, or work groups that need to handle incoming calls collectively, without the additional layers of infrastructure, settings, or management associated with a Call Queue.

In an SLG, ringing is always simultaneous for all members, and any time an associated phone number is dialed, each group member's phone will ring. For instance, if an SLG has 10 associated phone numbers, any time any of the numbers are dialed, all active SLG user's phones will ring until the call is answered, overflowed, or disconnected.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdEENJArdaM8J8315gJA-ghV-dZrkZCbgjoh9Bi87MYe3oapBjFrH-grewjdbgC4v_B4OADMP-yZ7Dzxv9DsEo4yW4N1zoNf53toMa0Z_NMl0AyhVyolZq93xTs8PliPI1BVJL4Qw?key=6Tj7r1uBxBhfsyujHePnTA" alt="" width="375"><figcaption><p>Diagram of a Shared Line Group configuration.</p></figcaption></figure>

Like a Call Queue, an SLG is often used as a call routing *destination* and is not intended to forward calls to another call routing service like an IVR or Auto Receptionist, except in circumstances of overflow or no pickup response.

<table><thead><tr><th valign="top">Settings available for an Shared Line Group include:</th><th valign="top">Customizable Policy Settings:</th></tr></thead><tbody><tr><td valign="top"><ul><li>Extension Number</li><li>Department Assignment</li><li>Cost Center Assignment</li><li>Audio Prompt Language</li><li>Business Hours</li><li>Holiday Hours</li><li>Timezone</li><li>Voicemail</li><li>PIN Code</li><li>Communications Content Storage Location</li><li>Allow members to prevent others from picking up a held call, and using whisper, barge, or take over (if configured)</li></ul></td><td valign="top"><ul><li>Voicemail Access</li><li>Voicemail Transcription</li><li>Voicemail Notification by Email</li><li>Check Voicemails Over Phone</li><li>Call Screening</li><li>Block Calls Without Caller ID</li><li>Personal PIN Access</li></ul></td></tr></tbody></table>

Refer to Zoom's support center for more information on [setting up](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066509) or [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0068068) shared line groups.

{% hint style="info" %}
**Note**

If your business needs to support more than 10 users in a Shared Line Group at once, speak to your Zoom account team for additional options.

Additionally, a Shared Line Group should not be confused with a similar line-sharing function known as [call delegation](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience/zoom-phone-on-the-web-portal#call-delegation), sometimes also referred to as Shared Line Access.
{% endhint %}

#### <mark style="color:blue;">Group Call Pickup</mark>

Group Call Pickup is a call distribution tool similar to a Shared Line Group (SLG). However, instead of ringing all users within a group immediately like an SLG, users will only receive a prompt to pick up the call if the dialed user does not answer the call within a specified amount of time.

For instance, if a user and member of a Group Call Pickup queue does not answer a direct call within 10 seconds, all other group members will receive a notification to accept or dismiss the call, helping prevent missed contact opportunities or call abandonment.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeu2BFCuguVHeC1OajHcd3TBY8qx-muHdTb9KT9YcoyOlK7bTv62pXargmXlqfWrRnsM5cWmOKfYwj8AGvqbs2ucm0EDV5pAeWaS48KJjVvisOluD4q5zPqsh2mrWzTRODJsDsW?key=6Tj7r1uBxBhfsyujHePnTA" alt="" width="375"><figcaption><p>Diagram of Group Call Pickup flow.</p></figcaption></figure>

Refer to Zoom's support center for more information on [setting up and using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067173) Group Call Pickup.

### Additional Call Routing Considerations

#### <mark style="color:blue;">Call Routing Tools Comparison Table</mark>

Auto Receptionists, Call Queues, and Shared Line Groups provide a range of call routing functionalities for diverse environments, and knowing which call routing tool to use could hold significance for your organization. To help clarify these tools and their limitations, readers are encouraged to refer to Zoom's support center for a consolidated and simplified [comparison of these three call routing methods](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060035).

#### <mark style="color:blue;">Shared Line Groups and Call Queues Use Cases (Example)</mark>

Shared Line Groups and Call Queues share many similarities, and knowing which to use, or when to use one over the other, can be confusing at times. Put simply, a Shared Line Group is a simplified version of a Call Queue, but in an effort to help clarify the practical uses of each, the following table outlines some of the biggest key differences between the two, followed by an example use case:

| Feature                      | Call Queue                               | Shared Line Group  |
| ---------------------------- | ---------------------------------------- | ------------------ |
| Call Distribution            | Simultaneous, Sequential, Rotating, Idle | Simultaneous       |
| Waiting Queue                | Queue Until Overflow or Max Wait Time    | Overflow When Full |
| Reporting                    | Supported                                | Unsupported        |
| Customizable Greeting Prompt | Supported                                | Unsupported        |
| Hold Music                   | Supported                                | Unsupported        |
| Wrap-Up Time                 | Supported                                | Unsupported        |

{% hint style="success" %}
**Example Use Case**

The law firm Omzo, Omzo, & Omzo is configuring Zoom Phone for their business. Due to the large number of daily calls to their main phone number, they are trying to decide between a Shared Line Group and Call Queue.

**With the SLG**, multiple receptionists or administrative staff members can share the responsibility of answering incoming calls to the firm's main phone line. Together, they can collectively manage call volume during peak times, ensuring that callers are promptly assisted and that no calls are missed. Due to the relative simplicity of the SLG, callers will not receive a customized greeting prompt, hold music, or time spent in a queue. And if all staff within the SLG are occupied, incoming calls will immediately Overflow to the assigned destination, such as voicemail or another call routing tool.

**Alternatively, with a Call Queue**, there are multiple options for configuring how to handle calls. Users who call into the main line number can be greeted with a customized recording, hear hold music while they wait, and continue to wait in the queue for a designated amount of time until a staff member is available or until the Max Wait Time passes. For the staff, calls can be distributed with more variety, including simultaneous ringing, sequential ringing, rotating in a specific order, or ringing whoever has been idle the longest. Further, the Call Queue can be optimized over time, with provided wrap-up time for staff to complete note-taking or data entry in a customer relationship management (CRM) system, coupled with reporting that shows peak call time and average hold times throughout the day.

In this example, both an SLG and Call Queue are capable of meeting the firm's needs, but it is up to the firm to decide which of the two is best-aligned with their intended goals for their callers and business.
{% endhint %}

#### <mark style="color:blue;">Tips on Building Call Routing Designs (An Example)</mark>

With a variety of call routing tools available, crafting a logical and efficient call routing design can be a challenging task for those new to the process. To help with this experience, consider the following tips as you plan and design call routing configurations for your business. As a bonus, we've also provided an example and reference diagram for a common Main Auto Receptionist that is used by many businesses, and is easily expanded upon:

1. **Auto Receptionists are an excellent starting point.** If you are new to designing call routes for a business, an Auto Receptionist is almost always a safe place to start. Each Site automatically receives an Auto Receptionist, making it the ideal starting place; it also supports customized greetings, and it can naturally flow into an IVR, connecting users to their next or final destination.
2. **Interactive Voice Response Menus (IVRs) are your friend.** An IVR offers users up to 12 different input options to connect to another call routing destination; this means users can probably get to their intended destination or department in a single button press. However, in some cases, it might make sense to use an IVR to route to another IVR, too. For instance, pressing 1 to route to customer support and then connecting to another IVR that can connect them to different kinds of technical support. Don't be afraid to use them to connect users to the right place.
3. **Draw it out in pencil or on a** [**Zoom Whiteboard**](https://www.zoom.com/en/products/online-whiteboard/)**.** Before you commit to actually building your Zoom Phone call routing flows, it can help to try and draw it out so you can see what you're building. This can also later serve as a guide to confirm that you're building your call routing flows correctly. Look at the following diagram that illustrates how a main Auto Receptionist can connect to an IVR, and use it as a beginning reference point for how you might want to build yours.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd_caNnLmXYrTDUdJ-Nc5gST9bVlNpI39C7Kafn5ObTeU8B1IEhhtRtiGJYfdcQn2DUokSrGLiDp6mphxnpvioxGOKKT3fcJZ_UgS6Hr3YBjMb2SAdBnW58ZYnSu385fH1myTbfUg?key=6Tj7r1uBxBhfsyujHePnTA" alt="" width="375"><figcaption><p>Example Call Routing Design.</p></figcaption></figure>

### Business Hours

Business Hours is a call management feature that lets admins and users set specific hours and days of the week for calls to adhere to "standard" handling procedures or follow alternate handling protocols, such as when the business is closed. Business hours are applicable to many features, including Call Queues, Shared Line Groups, Auto Receptionists, and Sites, and can also be defined on a user-specific level.

During a user's or tool's designated business hours, calls will be routed according to the defined rules, such as forwarding to available agents or playing custom messages. Outside of business hours, organizations can choose to route calls differently, such as sending them to voicemail, a Call Queue, an Auto Receptionist, or forwarding to an external number.

Refer to Zoom's support center for more information on [configuring business hours for a Site](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069616); however, to edit Business Hours for a specific call routing feature, like a Call Queue or Auto Receptionist, locate and edit the specific call routing tool within the Zoom web portal.

#### <mark style="color:blue;">Holiday Hours</mark>

Holiday Hours is a complementary feature to Business Hours that is designed to manage incoming calls during holidays or special occasions when business operations may be different from regular hours. Organizations can set up specific holiday schedules in advance, indicating when they will be closed or have limited availability. During these designated holiday hours, calls will be routed according to defined rules specific to the Holiday Hours configuration, such as forwarding to voicemail, playing custom messages, or routing to an external contact.

### Short Messaging Service (SMS)

Zoom Phone supports Short Message Service (SMS) (i.e., text messages) and Multimedia Messaging Service (MMS) (i.e., photo messages) with the Zoom Phone Native service and BYOC plans for users with the necessary entitlements.

By default, all users on the same Zoom Phone account can send SMS/MMS messages to each other; however, to send an SMS to a phone number *outside* the Zoom Phone account (i.e., an external number), the business must meet [10 Digit Long Code (10DLC) compliance requirements](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059336). For more information on this process, refer to the [10DLC FAQ](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059576).

Refer to Zoom's support center for more information on [configuring SMS for your account](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069635), [how to use SMS](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059932), or [activating BYOC numbers for SMS](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058223).

### Common Area Phones

Common Area Phones are dedicated devices intended for shared use in common areas within an organization, such as lobbies, break rooms, or conference rooms. These phones provide basic calling capabilities for employees or visitors without personal calling plans or entitlements, and are typically configured with essential features like dialing and receiving calls, making them ideal for general use by anyone within the organization.

Refer to Zoom's support center for more information on [managing Common Area Phones](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066552) or [changing Common Area Phone settings.](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067159)

### Zoom Phone for Zoom Rooms or Conference Rooms

Using Zoom Phone with Zoom Rooms or a [supported third-party conference room system](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066871#h_01F8QWSMSFKDTEHACN538ENR2P) allows users to seamlessly transition between voice calls and video conferencing within the conference room environment. With this feature, Zoom Rooms and third-party conference rooms can reduce the amount of hardware devices required by making use of the microphones and speakers that are already present within the room.

Refer to Zoom's support center for more information on [assigning a Zoom Phone license to a Zoom Room or third-party conference room](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0070000), [making a Zoom Phone call from a Zoom Room](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066216#h_571d768a-621d-40c1-ab00-46d93dd6267e), or [using Zoom Phone from third-party conference room devices](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066871).

### Emergency Calling & Enhanced 911

Zoom Phone's 911 service operates differently from traditional emergency calling setups. With traditional emergency calling, a phone provider routes calls to a local emergency responder or Public Safety Answering Point (PSAP) based on the caller's telephone number. Alternatively, with Zoom Phone's *enhanced* 911 (E911) service, we take it a step further. With Zoom Phone, when a user calls 911, the service will automatically send the user's address (if they've provided it) and telephone number to the appropriate PSAP based on their current location, connecting users to emergency resources with the best available information.

Further, because Zoom Phone allows customers and their users to utilize the service wherever there's internet access and to acquire numbers not necessarily tied to their current location, Zoom Phone provides two extra features suited for modern workplaces: Nomadic Emergency Services and Emergency Call Routing. Each of these features are described in the following sections.

### Nomadic Emergency Services

In today's hybrid working world, Nomadic Emergency Services provide the ability to dynamically detect and report a Zoom Phone user's location when making an emergency call.

Under normal circumstances, such as when a user makes an emergency call from within the office, the corresponding emergency address for the user's assigned Site or location (configured by an admin in the web portal) is sent to emergency responders. However, with *Nomadic* Emergency Services, whenever a user is identified at a location outside their office, they can define a new emergency address specific to their current location. Consequently, if a user makes an emergency call while working nomadically, like at home, a hotel, or coffee shop, Zoom Phone will automatically transmit the nomadic emergency address to emergency responders.

Refer to Zoom's support center for more information on [setting up Nomadic Emergency Services](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062169) and the [Nomadic Emergency Services identification process](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063883).

### Emergency Call Routing

With Emergency Call Routing customization, businesses can choose to route emergency calls to a public-safety answering point (PSAP) **and/or** an internal safety response team that handles emergencies. For companies spanning large geographical areas, like multi-building campuses, this capability aids on-site teams in swiftly addressing emergencies within their facilities, or collaborating with emergency responders to rapidly pinpoint the emergency location.

Alternatively, businesses can also disable emergency calling for phone users, which can be useful when phone users are not within the country associated with their phone number due to travel or are permanently located in another country.

Refer to Zoom's support center for more information on [configuring routing for emergency calls](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061026).

#### <mark style="color:blue;">Emergency Number Pools</mark>

For businesses that do not require assigning every user a dedicated phone number or calling plan, Emergency Number Pools maintain a list of dedicated emergency phone numbers available for their users.

With an Emergency Number Pool, when a Zoom Phone user without a dedicated phone number (i.e., extension-only) places an emergency call, a number from the pool will be chosen as the extension's temporary caller ID. This allows emergency responders to contact the user back, as they otherwise would not have access to the user's extension and would be unable to reach them. Consequently, for the next two hours, any additional incoming calls made to that caller ID will be directed to the original extension that made the emergency call.

{% hint style="info" %}
**Note**

Customers may be required to purchase additional direct inward dial (DID) add-on licenses to support the emergency number pool.
{% endhint %}

#### <mark style="color:blue;">Dedicated Numbers</mark>

Dedicated numbers enable extension-only users to make outbound emergency calls using a direct phone number belonging to a Call Queue or Auto Receptionist. Unlike Emergency Number Pools, dedicated numbers **must** be associated with a Call Queue or Auto Receptionist and cannot be waiting on standby.

With dedicated numbers, when an extension-only dials emergency services, the Call Queue or Auto Receptionist's phone number will be presented as the caller ID to the PSAP. Consequently, any returned calls from emergency services will be routed to the associated Call Queue or Auto Receptionist, and must route back to the user organically.

{% hint style="danger" %}
**Warning**

This method should only be used when a Call Queue or Auto Receptionist is the best method for handling emergency callbacks in your environment.
{% endhint %}

#### <mark style="color:blue;">Emergency Calling with ZPLS</mark>

Maintaining emergency services connectivity during an internet outage or service-impacting event is critical for many businesses. To proactively address these scenarios, customers can maintain survivability connectivity with the Zoom Phone Local Survivability (ZPLS) service module, which leverages the platform and OS provided by Zoom Node to provide backup PSTN connectivity through an on-premises SBC with an integrated carrier.

For more information, refer to the section on [Zoom Phone Local Survivability](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/zoom-phone-local-survivability) available later in this document.

### Paging

Zoom Phone supports cloud paging with select [supported devices](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061373#h_01GWPRN88PKCAGHSPVPHAJ1HKJ), allowing authorized users to broadcast one-way announcements or alerts to supported devices across multiple locations. This feature is notably useful in environments like warehouses, schools, hospitals, retail stores, or large office buildings where instant communication and emergency notifications are essential to standard business operations.

Refer to Zoom's support center for more information on [setting up cloud paging](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058016) for your account.

### Provisioning Templates

Provisioning Templates simplify the process of setting up and configuring IP desk phones within the Zoom Phone system. With Provisioning Templates, Zoom Phone admins can create custom settings for IP phones that can be applied to users from multiple levels, ranging from the entire account to individual or multiple Sites, a group of desk phones, or a single desk phone.

Refer to Zoom's support center for more information on [configuring provisioning templates](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062241).

{% hint style="info" %}
**Note**

This process is only recommended for admins who are familiar with provision template parameters. Admins take full responsibility for the outcomes of creating and assigning provisioning templates. Zoom does not provide support for provision template parameters.
{% endhint %}


# User Experience

This section outlines the user experience for getting started and familiar with Zoom Phone, including the web portal and Zoom Workplace app. After reading this section, you can expect to be familiar with common in-app and web-based settings and features central to using Zoom Phone as a standard user.

{% hint style="info" %}
**Note**

Some features within this section may be restricted or unavailable due to account, group, or user settings, as configured by a Zoom admin.
{% endhint %}

### Setting Up a User Profile

Once a user is assigned a Zoom Phone license, there is a brief web-based account setup the user must perform on the [Phone](https://zoom.us/pbx/page/telephone/myZoomTelephony#/new-user) page before configuring additional Zoom Phone settings. This process establishes baseline information for the user profile, such as the user's country, default area code, time zone, and PIN used for features like hot desking and voicemail.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfGtGAnzsZ7iRzM5CCR6x_nPh7hbOQFoAtcHlAw1dOIE9_P2_ur25HeKCW-xemuPKGZvQUxP3Y_CDor0DVDOamGuuz4dboJJkNMD1FqdruNSjQME_AxJVAieAc_yb5cOJVC6KWj?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example image of the new user profile setup for Zoom Phone.</p></figcaption></figure>

#### <mark style="color:blue;">Country and Area Code</mark>

The user's chosen country and area code will affect a user's default dial string for local calling. For example, if a user chooses the United States and a 669 area code, unless otherwise specified, the user's dial string will default with +1 669, and all calls without a specified area code will route locally. For example, dialing 555-5555 will automatically translate to +1 669-555-5555. This will be overridden if the user begins a dial string with another area code, for example, dialing 212-555-5555.

#### <mark style="color:blue;">Time Zone</mark>

The user's default time zone will determine how Zoom Phone interprets their time-sensitive settings, like Business Hours. For example, if a user is configured for the U.S. Pacific time zone (UTC -7) and actually lives in the U.S. Central time zone (UTC -5), if their business hours are configured from 8-5 Pacific, the user will experience their business hours from 10-7 locally.

If necessary, users can [change their time zone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069132#h_7772c0c4-1712-4b85-b674-4cf7430e47ac) at any time from their profile page on the Zoom web portal.

#### <mark style="color:blue;">PIN Code</mark>

The user's chosen PIN code will be required for them to access their voicemail by telephone call, unlock their desk phone, or use a hot desking location.

Once a user's PIN is set, they can change it at any time from their [**Phone Settings**](https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/settings) screen on the Zoom web portal.

### Zoom Phone on the Web Portal

After completing the initial setup process, users can access most of their Zoom Phone settings and features from the [Phone](https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/settings) tab on the web portal. By default, clicking the Phone tab will open the Settings screen; however, users can also switch to the History, Voicemail, and Recording tabs, which are also available within the Zoom Workplace app. Please follow the link below for more information.

{% content-ref url="/pages/uHGzupm6BZQ6aUE4dw7q" %}
[Zoom Phone on the Web Portal](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience/zoom-phone-on-the-web-portal)
{% endcontent-ref %}

### Zoom Phone in the Zoom Workplace App

The Phone tab in the Zoom Workplace app serves as the main location to utilize Zoom Phone for both mobile and desktop users. From the Phone tab, users can make and receive calls, view call history, access voicemail, view shared lines, and send SMS/MMS messages. Please follow the link below for more information.

{% content-ref url="/pages/HPsWJ9bZogSEGQdmB215" %}
[Zoom Phone in the Zoom Workplace App](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience/zoom-phone-in-the-zoom-workplace-app)
{% endcontent-ref %}

### Zoom AI

Zoom Phone supports built-in Zoom AI features that can simplify user workflows and help you save time. These features are described in the following sections.

{% hint style="info" %}
**Note**

Zoom does not use any customer audio, video, chat, screen sharing, attachments or other communications-like content (such as poll results, whiteboard and reactions) to train Zoom's or its third-party AI models.

We evaluate and update our models periodically and those used to support Zoom AI may change from time to time. For features in Zoom AI that use third-party AI model providers, we will share relevant data with those third-parties when you use the feature. Data may be processed within U.S.-based data centers.

Learn more about [how Zoom uses data to provide Zoom AI features](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057623), or view the [Zoom AI Whitepaper](https://www.zoom.com/en/lp/zoom-ai-whitepaper/).
{% endhint %}

#### <mark style="color:blue;">Call Summary</mark>

The Call Summary feature lets users generate post-call summaries of Zoom Phone conversations. If enabled during a call, designated conversations will receive an AI-generated post-call summary within the Zoom Workplace app, highlighting essential details such as dates, names, key discussion points, and next steps. Users have the option to edit, email, or share the conversation summary as needed. Users can also share the call summary upon transfer. The recipient is provided a **View Summary** link that pops out a new window with the **Quick Recap**, **Next Steps**, and **Summary** of the call.

Users also have the option to manually or automatically create a Zoom Canvas doc that includes an automatically-generated call summary, next steps, and other sections based on selected templates. The document automatically includes the call summary and next steps generated by Zoom AI.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfkjxYtppYwj70Vx01fg2Nh2CkgooNfZ6XBgMnAHN75QdX3PoDQBhUeZv1mN4r9b77dEVtS_k2NCeBg8gV06HEfDjMN2GFHVPQykTmCGYjsM2haANJhFY0b8LwONW5U5mlCbsmn?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="375"><figcaption><p>Example of a call summary.</p></figcaption></figure>

Refer to Zoom's support center for more information on [enabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074867) and [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074870) call summary with Zoom AI.

**Customizable Call Summary Templates**

Admins can build custom call summary templates in AI Studio using natural language, no technical setup needed. Choose from five predefined formats or start from scratch, add a custom dictionary to improve transcription accuracy for industry-specific terms, and test against synthetic call data before publishing. Templates can be scoped to the whole account or specific collaborators. Users on the Zoom Workplace Pro plan or above can pick a template for each call type, based on context. You can find these settings under AI Studio > Zoom AI > Custom Templates > Call Summary Templates.

\
Refer to Zoom's support center for[ more information on enabling and managing summary templates](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080359).

#### <mark style="color:blue;">Ask Questions During Calls</mark>

Open the AI Chat panel during active phone calls to ask questions and receive real-time assistance based on live call transcription. Select from pre-built prompts or type custom questions. The feature provides contextual insights without interrupting conversation flow. Participants see visual indicators when calls are being transcribed, with separate controls for transcription and call summaries.

Refer to Zoom’s support center for more information on [asking questions during phone calls](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079612).

#### <mark style="color:blue;">Get Zoom AI call answers on your mobile devices</mark>

Users on the go can now get quick answers to their call questions without switching to the Zoom Workplace desktop app. When Call Summary with Zoom AI is enabled, a pop-up window in the Zoom Workplace mobile app on iOS, iPadOS, and Android lets users ask Zoom AI questions mid-call or afterward, keeping workflows moving wherever you work.

#### <mark style="color:blue;">Voicemail</mark>

Zoom AI enhances voicemail management through intelligent automation and prioritization tools designed to streamline communication workflows and improve response efficiency.

#### <mark style="color:blue;">Tasks</mark>

When viewing a Voicemail, users can ask Zoom AI to analyze and automatically suggest tasks based on voicemail content, helping users catch up faster when their inbox is full, and stay on-task when returning messages.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXencgDlVIOMPx-7zaHWAzU_qW8Zh2Qteftz4rhFinjGrv56SU_4UFFA-v0-FWEEbCVoUEu5UtIgBJA-Gwz15Zg474X1khkfN91I3tp3GlatAd_Sh3a_HtGO_u8625R7uqpRfjkApQ?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="375"><figcaption><p>Example of Tasks extracted from a voicemail.</p></figcaption></figure>

Refer to Zoom's support center for more information on [enabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074867) and [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074870) call summary.

#### <mark style="color:blue;">Voicemail Prioritization</mark>

With the Voicemail Prioritization feature, Zoom AI can automatically prioritize voice messages when the message content matches a user's personally defined topic or intent list. This can help users respond to their most significant, time-sensitive, or critical voicemail messages on a faster timeline when that message might otherwise be last in line.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeWQRdaovQosiJOa4QPUUveRWrfoC1S9uG88KQl7HLhmIYEdGSVHpwa5nO2qmuejXhFcr3cyvQdzYnNweadjJ9lFOu3c_OTWqIcm6Oum07gRBRVjm6Yg0BhCiNhhq9gEr-1ivOsMA?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="563"><figcaption><p>Example of what the dialog box used to create Voicemail prioritizations.</p></figcaption></figure>

Refer to Zoom's support center for more information on [enabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074867) and [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074870) call summary.

#### <mark style="color:blue;">Auto Language Detection</mark>

With the Auto Language detection and translation feature, the language barrier is reduced for voicemails, SMS, and call summaries. Users can set their preferred translation language in the Zoom Workplace app to automatically convert all transcriptions and messaging content, with additional on-demand translation available through contextual menus.

Account owners and admins control access to these translation services through a dedicated policy setting that manages deployment across all supported features.

#### <mark style="color:blue;">Team SMS Thread Summary</mark>

With the Summarize Team SMS threads feature, members of Call Queues and Auto Receptionists with the [Customer Engagement Pack add-on](#customer-engagement-pack) can use Zoom AI to generate a summary of Team SMS threads to quickly understand the conversation and generate their response. This is notably beneficial when a user is following up on an existing conversation with several message exchanges, or when transferring an SMS conversation to a different agent for support.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcx0WDHPs_b57RTFO8QK5kkm9gxZ1cH0RoSODx6G36KyEqBjyME062_2xnB2cuPNTwOELnog7mvhVftTnHFnFW5WmI2vDWQThue0XX0o7Jr8k7GSWkKUwLOa3SmX0E_blQ7HaPzqA?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="375"><figcaption><p>Example of an SMS thread.</p></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcue5dIHnHN-f-H5-MQm0UQo2rv-GwYN-lCg8coOfIyJQZigocwQXSZHAg5ghcoy9Bno9Y7fGFAmyUc2Pt-eQ3bye8LVHMyXbY1snCI6so-b5vAkovbeOammKt9JQOew7b3glnO?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="563"><figcaption><p>Example of an SMS thread summary.</p></figcaption></figure>

{% hint style="info" %}
**Note**

This feature requires the Zoom [Customer Engagement Pack](#customer-engagement-pack) add-on.
{% endhint %}

Refer to Zoom's support center for more information on [summarizing SMS threads](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074874).

### User Reports

Zoom Phone users without an elevated role (i.e., a "standard user") do not have access to Zoom Phone usage reports. However, users can [access and export their call history through the web portal](#web-portal-call-history).

Alternatively, users with a Customer Engagement Pack add-on and sufficient role privileges may have access to additional dashboards and Call Queue reports. Refer to Zoom's support Center for more information on [Customer Engagement Pack reporting and features](https://support.zoom.com/hc/en/category?id=kb_category\&kb_category=71d4f6d28720391089a37408dabb35df).

### Customer Engagement Pack

The Zoom Phone Customer Engagement Pack is an optional add-on designed to empower Licensed (i.e., non-basic) Zoom Phone users by providing access to additional features and reporting tools, strengthening customer support and user capabilities similar to a "contact center-lite" experience.

With the Customer Engagement Pack add-on, users and admins with sufficient permissions have access to additional features, including:

<table><thead><tr><th valign="top">Analytics</th><th valign="top">User Experience</th></tr></thead><tbody><tr><td valign="top"><ul><li>Call Queue Real-Time Analytics</li><li>Call Queue Historical Reports</li><li>Auto Receptionist Historical Reports</li><li>Team SMS Historical Reports</li><li>User Performance Reports</li><li>Feature Entitlement and Membership Reports</li><li>Recording Reports</li><li>Access Reports</li><li>Member Availability Report</li><li>Member Performance Report</li></ul></td><td valign="top"><ul><li>Opt-Out Reason Code</li><li>Admin-User Call Queue Opt-In</li><li>Call Queue Auto-Answer</li><li>VIP Delegation</li><li>SMS Templates</li><li>Team SMS Functionality</li><li>Team SMS Summary</li><li>Scheduled SMS Messages</li><li>SMS Auto-Reply</li><li>SMS Delegation for Shared Line Groups</li><li>Voicemail Drop</li><li><p>Billable Hours Tracking</p><p><br></p></li></ul></td></tr></tbody></table>

{% hint style="info" %}
**Note**

Some Customer Engagement Pack features require elevated [Zoom Phone roles](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/admin-experience#zoom-phone-roles) to access them. Readers are encouraged to review the requirements for each feature via the linked support articles for additional information.
{% endhint %}

#### <mark style="color:blue;">Analytics and Reporting</mark>

The following sections discuss Analytics available with the Customer Engagement Pack add-on. Although the following descriptions provide general summaries of each report, some reports and associated data may require elevated (i.e., admin) privileges to view all data. Readers are encouraged to refer to each linked support article to understand the requirements for each report.

#### <mark style="color:blue;">Call Queue Real-Time Analytics</mark>

The Call Queue Real-Time Analytics dashboard provides authorized users with critical details for an account's Call Queue performance that can help make effective data-driven decisions. Data available within this report includes:

{% columns %}
{% column %}

* Target service level percentages
* Average Call Handling Time
* Call Volume
* Average Call Handling Time
* Average Wait Time
* Longest Wait Time
  {% endcolumn %}

{% column %}

* Completed Call Counts
* Abandoned Call Counts
* Overflow Call Counts
* Missed Calls
* Opt-Out Reasons
* [And more](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062914)
  {% endcolumn %}
  {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf6sZ-KSiMS9SrtbfRb80tTPCyl_H20hNx1X_zucqZOh3UfqJkahNkj0orPLOK9lNXN3m-a3Xe-bsAP6znVBPiNTp8F4vDINz1hIewkpVFPq9NsF2FT2XmkV452ZQa116-oULd61w?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example of Real-Time Analytics Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing the real-time Call Queue analytics dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061144).

#### <mark style="color:blue;">Call Queue Historical Reports</mark>

Similar to the Call Queue Real-Time Analytics dashboard, authorized users can generate Call Queue *Historical* dashboard reports to help make effective data-driven decisions regarding Call Queue performance.

Refer to Zoom's support center for more information on [viewing the historical Call Queue analytics dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061144).

#### <mark style="color:blue;">Auto Receptionist Historical Reports</mark>

The Auto Receptionist historical report provides authorized users with insightful analytics for calls coming into their auto-receptionists. Data within this report includes:

{% columns %}
{% column %}

* IVR Average Duration
* Inbound Calls Within Business Hours
* Inbound Calls After Hours
* Outbound External Calls
  {% endcolumn %}

{% column %}

* Auto Receptionist Routing Rates
* Percentage of IVR Responses
* Top 25 Auto Receptionists Performance Scoreboard
  {% endcolumn %}
  {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfJ5DqM3CEffL-xdUQNQbg4QQI-SrTngUkIxVy8v-Zlrn2YAvCyezpy_dGrw7At2QhU92PmIDHShV7bPGsWx9hBwpYCKooFWTGEC0jqy1hZUaq91spg4SJYqeoQzlrT89A9B9_c?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example of Auto Receptionist Reporting Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on v[iewing the historical Auto Receptionist reports dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058170).

#### <mark style="color:blue;">Team SMS Historical Reports</mark>

The Team SMS historical report provides authorized users with insightful analytics for Auto Receptionist and Call Queue SMS interactions, including key volume and response time indicators. Data within this report includes:

{% columns %}
{% column %}

* **Distributed SMS**
  * Manual Released Count
  * Timeout Released Count
* **First Reply Time**
  * Longest Reply Time
  * Average Reply Time
* **Total SMS Volume**
  * Inbound
  * Outbound
    {% endcolumn %}

{% column %}

* **Average SMS Volume Per Agent**
  * Inbound
  * Outbound
* **SMS Volume Per Completed Conversation**
  * Average Inbound
  * Average Outbound
* **Responding Time Per Completed Conversation**
  * Average First Response Time
  * Average Handle Time
* **Call Queue SMS / Auto Receptionist Scoreboard**
  {% endcolumn %}
  {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXemSo5PtBbJttS99cH4N1qRK0aQVvAonxKG5Ar3aah9UvitMHJXgq7tdOyO_d9tCvvchHCf51f2SIZP0JZ4m8lf2-S4orPj7TvSDbtQJ2dZAk5ucbkgnkcAvcPT3MHohRVshdwc?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="563"><figcaption><p>Example of Team SMS Historical Reporting Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [setting up](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059728) or [using SMS](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062033) with Auto Receptionists and/or Call Queues.

#### <mark style="color:blue;">User Performance Reports</mark>

The User Performance Report allows authorized users to view the performance data of Zoom Phone users, compare their statistics, and view a leaderboard of users within a location. Data provided in this report includes:

{% columns %}
{% column %}

* Total Calls
* Total Inbound Calls
* Total Unique Inbound Calls
* Total Outbound Calls
* Total Unique Outbound Calls
* Answered Calls (Outbound)
* Completed Calls (Inbound)
* Calls Forwarded to Voicemail
* Calls Answered by Other
  {% endcolumn %}

{% column %}

* Percentage of Missed Calls
* Average Call Time
* Total Call Time
* Total Call Time (Inbound)
* Total Call Time (Outbound)
* Total Hold Time
* Total Parked Time
* User's Primary Group
* User's Site
  {% endcolumn %}
  {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcMbqDkQmMabzjtE_LGSFjwDjWjvnv7pDJxM4AJFd6h7IgeJ9ZiM2DNPnMSzevVi8oPuwOYU5hc7OgqoWow3mMIcaUTmDeLme5uLS5JA7v_o6JPBz9iGWENXDDzyIK9g6afiyhVOQ?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="563"><figcaption><p>Example of the User Performance Reporting Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing User Performance Reports](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058331).

#### <mark style="color:blue;">Feature Entitlement and Membership Report</mark>

The Feature Entitlement and Membership Report provides authorized users with a simple snapshot view of a Zoom Phone user's profile. Data available within this report includes:

{% columns %}
{% column %}

* Name
* Extension
* Calling Package
* Department
* Cost Center
* Site
* Time Zone
* Phone Numbers
* Outbound Caller ID
* Device Types
* Call Queue Membership
* Shared Line Membership
* Group Call Pickup Memberships
* Call Handling Ring Mode
  {% endcolumn %}

{% column %}

* Assistant For
* Can Customize Voicemail
* Can Customize Message Greeting
* On/Off Settings for:
  * Voicemail / Videomail
  * Automatic Call Recording
  * Ad-Hoc Call Recording
  * Call Overflow
  * Call Transferring
  * Call Handling & Forwarding
  * Elevate Call to meeting
  * Hand Off Call to Room
  * Mobile Switch to Carrier
  * Call Delegation
  * SMS/MMS
    {% endcolumn %}
    {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcHRdCIzn9gX4rLGJF9pZ9wRRiT1sLZgooHjayW-jTDREwZL1H7jAPRVzTVYiLSeS9YcFuHme-CQKAVhdxyDuHxtO2eWj4ginOcMTsUq5VeferxFwSnTCbdu2WDnwsoocMCj8w63A?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example of the Feature Entitlement and Membership Reporting Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on viewing the [Feature Entitlement and Membership report](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059370).

#### <mark style="color:blue;">Zoom Phone Recording Report</mark>

The Zoom Phone Recording Report allows authorized users to view the history of recording logs and how Zoom Phone recordings are being used, stored, and deleted within an account. These reports allow admins to monitor recordings and understand recording usage in a comprehensive report. Data available within the report includes:

{% columns %}
{% column %}

* Users Configured for Automatic Recording
* Users Configured for Ad-Hoc Recording
* Number / Percentage of Recorded Calls
* Number / Percentage of Not Recorded Calls
* Number / Percentage of Recordings Not Marked for Deletion
* Breakdown of User Information For
  * Name
  * Extension
  * Number of Ad-Hoc Recordings
  * Number of Automatic Recordings
  * Total Calls
  * Total Recordings
  * Site
  * Group
    {% endcolumn %}

{% column %}

* Breakdown of Call / Recording Information For
  * Direction
  * Caller Number
  * Callee Number
  * Call Start Time
  * Inbound / Outbound Direction
  * Call Result
  * Call Duration
  * Call Site
  * Call Path
* Breakdown of Recording Information For
  * Direction
  * Caller
  * Callee
  * Recording Owner User
  * Owner User Type
  * Time
  * Recording Type
  * Site
    {% endcolumn %}
    {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf9cFqjXUAdjbp9fUrd3K1tiZn5DCpKdFmSL8YpmVnY9MK8Kg84CXzbU8LREgedlJkZscXtJuu_KSHWkv5YASN4Iout7BxKRRoSwpm55KsarvDLV42VXQ_1pJZORJU2STnYPZ7n?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example of teh Zoom Phone Recording Reporting Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing the Zoom Phone recording report.](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0075142)

#### <mark style="color:blue;">Access Reports</mark>

The Zoom Phone Access Report allows authorized users to generate a list of users that have access to shared resources, including:

{% columns %}
{% column %}

* Shared Voicemail inboxes
* Shared Call Recordings
* Call Delegation (Shared Line Appearance)
  {% endcolumn %}

{% column %}

* Voicemails for:
  * Call Queues
  * Auto Receptionists
  * Shared Line Groups
    {% endcolumn %}
    {% endcolumns %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc-R_UylIhX24yKzqV-o7gdMyRjIDuLj1QO8m4ulW3Bgj7RSDY00Pcwaa5Wn3XbFOsIXVgshdO57KI4j73OuptCyyAFBGn-5JS42weSE3po45ncapmn7btqZmxSEznnz1cmlRpTVg?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="563"><figcaption><p>Example of the Access Reports Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing Zoom Phone Access Reports](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0068181).

### User Features

When provisioned with a Customer Engagement Pack add-on, users gain access to the following features:

#### <mark style="color:blue;">Opt-Out Reason Code</mark>

Users belonging to a Call Queue can designate an opt-out reason code when leaving the queue. This provides Call Queue managers with insight for user statuses, such as taking a rest or meal break, and also synchronizes to the real-time Call Queue analytics dashboard.

#### <mark style="color:blue;">Admin-User Call Queue Opt-In</mark>

Users with sufficient role-based permission, such as a Call Queue admin, can opt users in to a Call Queue through the [Call Queue Real-Time dashboard](#call-queue-real-time-analytics). This can be helpful in circumstances where a Call Queue may have users waiting in-queue, and agents have forgotten to opt back in to the queue from a break.

#### <mark style="color:blue;">Call Queue Auto-Answer</mark>

Account owners and admins can enable auto-answer functionality for call queues through policy settings at the account, site, group, and user levels. Once enabled, call queue agents can select the auto-answer delay for queue calls presented to them.

Refer to Zoom’s support center for more information on [auto-answer for call queues](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080518).

#### <mark style="color:blue;">VIP Delegation</mark>

VIP Delegation allows a user to define who can and cannot directly call them. This feature is particularly useful for executives who do not want to be directly accessible to everyone without expressed permission.

To configure VIP delegation, users first define a VIP contact list of who can call them directly; after configuring the list, the user can define if unanswered calls will forward on to a call delegate or not.

Second, the user can define what happens when someone outside their VIP contact list calls them, with options to:

* **Ring them and their delegate(s) simultaneously:** People not on the VIP list can ring both the user and their delegate(s).
* **Ring their delegate(s) first and themselves second:** People not on the VIP list can ring the delegate(s) and then the primary user.
* **Ring themselves first and their delegate(s) second:** People not on the VIP list can ring the primary user first and then their delegate(s).
* **Ring their delegate(s) only:** People not on the VIP list can ring the delegate(s) only.
* **Ring themselves only:** People not on the VIP list can ring the primary user only.
* **Send to voicemail/videomail:** People not on the VIP list are sent to voicemail/videomail if voicemail/videomail is enabled.

Refer to Zoom's support center for more information on [enabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057673) and [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057675) VIP delegation.

#### <mark style="color:blue;">Voicemail Drop</mark>

Account owners and admins can configure the voicemail drop policy through the admin portal for users with Customer Engagement Pack licenses. This feature allows users to automatically leave a pre-recorded message in a recipient's voicemail box without waiting on the line. This feature is disabled by default but can be enabled at the account level.

\
Refer to Zoom's support center for more information on [voicemail drop](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0082107).

#### <mark style="color:blue;">SMS Templates</mark>

With SMS Templates, users can optimize efficiency by promptly inserting pre-made messages, defined by administrators, when replying to or sending SMS messages through an Auto Receptionist or Call Queue. These templates facilitate customization with adaptable fields to personalize messages for recipients and offer controlled access levels at various account, group, user, and Site-specific tiers.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXejtF9zsLnmlmeY9Y8KkEE5UjQaSoJIOu2BwYvfE4X6PwtvY8Z92pcF97D3U7jWHT4u3VN8_PsOkUvTLvZOzoNX_qEoWlhTvNxbecNWVK1OK7SAvYtyWBA4WkfIz6WUv4so5JW_ng?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="563"><figcaption><p>Example SMS templates.</p></figcaption></figure>

Refer to Zoom's support center for more information on [managing SMS templates](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0075183).

#### <mark style="color:blue;">Team SMS Functionality</mark>

With Team SMS Functionality, users can answer and send text messages on behalf of an Auto Receptionist or Call Queue if they are members of the group. This lets end users (i.e., your business' customers) send SMS messages to a Call Queue or Auto Receptionist, which can be answered by members of the group collaboratively, offering additional contact channels for communicating with your customer base.

Refer to Zoom's support center for more information on using [Call Queues or Auto Receptionists with SMS](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062033).

#### <mark style="color:blue;">Team SMS Summary</mark>

This feature was [previously discussed](#team-sms-summary) under the Zoom AI section.

#### <mark style="color:blue;">SMS Auto-Reply</mark>

Users can set up an SMS auto responder to automatically respond to incoming SMS messages during specified conditions like out-of-office hours or Do Not Disturb mode.

Refer to Zoom's support center for more information on [SMS auto-reply](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076232).

#### <mark style="color:blue;">Scheduled SMS Messages</mark>

Users can schedule SMS messages to be sent at a specific date, time, and time zone in the future. This feature helps users communicate more effectively with recipients in different time zones.

Refer to Zoom's support center for more information on [scheduling SMS messages](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0078318).

#### <mark style="color:blue;">Billable Hours Tracking</mark>

Users can manually track billable hours during phone calls for client billing and invoicing purposes.

Key Features:

* Manual start/stop billable time tracking during calls
* Add client codes and notes to interactions
* Associate contacts with billable time entries
* View activity history on contact profiles
* Edit billable hours after calls
* Generate reports for specific contacts or client codes
* Download comprehensive billable hours reports

Account owners and admins can control billable hours tracking at account, site, group, and user levels through hierarchical management with locking mechanisms.

Refer to Zoom’s support center for more information about [managing and using billable hour tracking](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0078747).

### The Zoom Assistant

The Zoom Assistant is a lightweight widget that runs on a user’s desktop as an extension of the Zoom Workplace app, offering Zoom Phone Pro and Licensed users a consolidated phone interface. Please follow the below link for more information.

{% content-ref url="/pages/htuzmkPKVhsHA2QKUCl8" %}
[The Zoom Assistant](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience/the-zoom-assistant)
{% endcontent-ref %}


# Zoom Phone in the Zoom Workplace App

The **Phone** tab in the Zoom Workplace app serves as the main location to utilize Zoom Phone for both mobile and desktop users. From the Phone tab, users can make and receive calls, view call history, access voicemail, view shared lines, and send SMS/MMS messages.

<div data-with-frame="true"><figure><img src="/files/enUMWfKLSTYAOsCMB0Am" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
**Zoom Recommendation**

For a quick course on Zoom Phone, check out our Zoom Phone Overview on [YouTube](https://www.youtube.com/watch?v=bjmteMbT-iQ) or our [support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061379).
{% endhint %}

#### <mark style="color:blue;">Making Calls</mark>

After opening the **Phone** tab, users can make outbound calls using the dialpad, searching by name or contact or typing in the phone number. When typing or searching by name, internal and external user contacts will automatically display and filter as the criteria narrows based on user input. Additionally, if a user is assigned more than one line—like they would with Call Delegation, a Shared Line Group, or Call Queue—they can select their outbound caller ID before making the call.

<div data-with-frame="true"><figure><img src="/files/Qp7Pi8RafttTdWmVQQi4" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Live Call Menu</mark>

While a call is live, users can access a variety of call menu options, including:

{% columns %}
{% column %}

* **Mute** to silence the speaker's microphone.
* **Keypad** for pressing menu options or using DTMF tones.
* **Audio** to select or adjust speaker and microphone settings.
* **Add Call** to add another user to the call.
* **Hold** to place the call on hold.
* **Transfer** to send the call to another user.
  * **Warm Transfer** to speak to the new user before transferring.
  * **Direct Transfer** to transfer without speaking to the new user.
  * **Transfer to Voicemail** to send directly to the user's voicemail.
    {% endcolumn %}

{% column %}

* **Record** to record the call.
* **Summarize** to enable Zoom AI's Call Summary feature.
* **Meet** to elevate the call to a Zoom Meeting.
* **More (...)** to access additional features and information not shown, including:
  * Call Park
  * End-to-End Encryption
* Share Call Details
  {% endcolumn %}
  {% endcolumns %}

<div data-with-frame="true"><figure><img src="/files/2ZAKhY7HAlQpw1eOuePn" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Zoom Workplace App Call History</mark>

From the History tab, users can review their recent call history, including the ability to filter their history by several criteria, including missed calls, recorded calls, or calls from a specific line.

<div data-with-frame="true"><figure><img src="/files/ZV0uHRC11jxfSsIIgmqv" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Voicemail & Videomail</mark>

From the **Voicemail** tab, users can access their voicemail and videomail messages, including the ability to filter their messages marked as read, for follow up, or messages received on a specific line.

Additionally, when viewing a message, users can see transcriptions, AI-generated tasks (if enabled), and other general call information.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfIVLVqZidS-PyGd9LE2NoB5Ovt6Ez6fSRlC9IYw8nsk01jmLdNlfg3YCLeAusZ8rBa_uK6zZyNl9iGylklywGsYbgi42jNpHZHPTLgXyJxuvcK_dJ5z75SI3v8iey4z1ezQQqOWA?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="375"><figcaption><p>Example of call transcription.</p></figcaption></figure>

#### <mark style="color:blue;">Lines</mark>

From the **Lines** tab, users can see shared phone lines they have access to, such as phone numbers associated with Call Delegation or a Shared Line Group.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeLHv0Xm2_QhqhzgoK0CBcX3w8z49GivjCYbyyxxKaQ6QMMex8-HJdSzp_1IgOxR9WqRh_js-t0VLvdL77BHTZUNoamlv8xAhqQWl_vn42KAFeOxjkJsjf9Szktz_YA_PWh4kRf?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="375"><figcaption><p>Example of phone lines available to the user.</p></figcaption></figure>

#### <mark style="color:blue;">SMS / MMS</mark>

From the **SMS** tab, users with a sufficient [license type](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/licenses-calling-plans-and-add-ons#zoom-phone-licenses) can send and receive text messages to individuals or up to 10 numbers at once. Users with a Zoom Phone Customer Engagement Pack add-on can also send text messages from a Call Queues' or Auto Receptionist's phone number if [enabled by an account admin](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059728).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf_Krebn6jHddLMnmfdUpbnNbcmDKuLkQP-3KmSvAJ5EAqCIBnOh1kVqQnYwWVJQ13jdApQQo9reuSeXNFIrn4GjsdWGRxXKOHz0sDOQP68hDhn5T6UoHwQ5AtEcVBvCGq0b1QY?key=-5wA9mGbGmFOe5JFeIkZZA" alt="" width="375"><figcaption><p>Example of SMS messages.</p></figcaption></figure>

Refer to Zoom's support center for more information on [SMS frequently asked questions](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063129).

#### <mark style="color:blue;">Phone-only Mode for Mobile</mark>

The Zoom Workplace mobile app now offers a Zoom Phone-only mode, hiding all non-phone elements and displaying only telephony functions: keypad, call history, voicemail, SMS, Push-to-Talk, fax, and contacts. Managed via an account-level operator flag and configured at the group level, it enables large-scale provisioning without per-user setup. Admins can designate a secondary focus (SMS or Push-to-Talk) to surface that function prominently in the navigation bar. <br>

<br>


# Zoom Phone on the Web Portal

After completing the initial setup process, users can access most of their Zoom Phone settings and features from the [**Phone**](https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/settings) tab on the web portal. By default, clicking the **Phone** tab will open the **Settings** screen; however, users can also switch to the **History**, **Voicemail**, and **Recording** tabs, which are also available within the Zoom Workplace app.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdMTuxx0wPsejyiZAUU3_J9tXfGQKviUTJsOMcbq0AwwunlGqa99rIv_qRpShYV3OsHEIPQTQjV6DrmM9HGNbilhYCdD63d3sGZsbLGCSCykVWxhWgZnnH6Lwkft5gB7fEnHKWtzw?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example image of the tabs in Zoom Phone settings on the web portal.</p></figcaption></figure>

#### <mark style="color:blue;">Settings</mark>

From the **Settings** tab on the web portal, users can edit the following settings and features:

{% hint style="info" %}
**Note**

Some settings in the following sections may not appear or be configurable unless the setting is enabled or unlocked on the account, Site, or group level. Refer to Zoom's support center for more information on [changing phone settings](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069132) from the web portal.
{% endhint %}

#### <mark style="color:blue;">Call Handling</mark>

Call handling settings determine how calls are routed or handled, and can be specified to operate differently during a user's defined business, closed, or holiday hours. For example, users can customize settings so that they will receive calls on the Zoom Workplace desktop and mobile apps during their defined business hours, but during closed hours, all calls will go straight to their voicemail.

Configurable settings for call handling include:

{% columns %}
{% column %}

* Business Hours
  * Holiday Hours
* Apps used with Zoom Phone
  * Zoom Phone Appliance Apps
  * Zoom Phone Desktop Apps
  * Zoom Mobile Apps
* Call Handling Ring Mode
  * Simultaneous
  * Sequential
* Max Wait Time
* When Busy on Another Call:
  * Call Waiting
  * Forward to:
    * Voicemail / Videomail
    * Another Extension
    * External Contact
    * External Number
  * Play Message and Disconnect
  * Play Busy Signal
    {% endcolumn %}

{% column %}

* When a Call is Not Answered:
  * Forward to:
    * Voicemail / Videomail
    * Another Extension
    * External Contact
    * External Number
  * Play Message and Disconnect
  * Disconnect
* Allow Callers to Reach an Operator:
  * User
  * Zoom Room
  * Common Area Phone
  * Cisco/Polycom Room
  * Auto Receptionist
  * Call Queue
  * Shared Line Group
* Greeting and Voicemail Instruction
  {% endcolumn %}
  {% endcolumns %}

Refer to Zoom's support center for more information on [configuring call handling settings](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069180).

#### <mark style="color:blue;">Call Delegation</mark>

Call delegation (also known as shared line appearance) provides an easy way for phone users to assign others to handle calls on their behalf. This is commonly utilized when an executive assigns calling privileges to an assistant, allowing the assistant to make, answer, or hand off calls on the executive's behalf; however, this feature can apply to other scenarios where line sharing is beneficial as well.

Refer to Zoom's support center for more information on [setting up call delegation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067483).

#### <mark style="color:blue;">Membership</mark>

The Membership subsection of a user's settings screen displays the user's association with the following features:

{% columns %}
{% column %}

* Call Queues
* Shared Line Groups
* Group Call Pickup
  {% endcolumn %}

{% column %}

* Agents They Can Monitor
* Agents That Can Monitor Them
  {% endcolumn %}
  {% endcolumns %}

Users can additionally opt in or opt out of receiving calls from their associated Call Queues and Shared Line Groups from this page, as well as from the [Zoom Workplace app](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069244#h_01EP7T27JXVDXW452EH95TW61H); however, these opt-in/out privileges do not affect the user's membership status for those groups.

#### <mark style="color:blue;">Intercom</mark>

For accounts utilizing the Intercom feature, users have the option to assign a common area phone or another Zoom Phone user for sending or receiving audio intercom calls. Additionally, users must utilize this section to allocate a line key on their desk phone specifically for the intercom feature.

Refer to Zoom's support center for more information on [setting up and using audio intercom](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059327).

#### <mark style="color:blue;">Desk Phone</mark>

From the Desk Phone subsection, users can configure the following settings for a provisioned and associated IP desk phone:

{% columns %}
{% column %}

* Line Keys & Positions
* Phone Screen Lock
  {% endcolumn %}

{% column %}

* Hot Desking
* Zoom Phone PIN
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Others</mark>

From the Others subsection, users can configure the following settings:

{% columns %}
{% column %}

* Voicemail & Video Mail
  * Set Access (to other users)
* Call Screening
* Block List
  {% endcolumn %}

{% column %}

* Subscription Confirmation (Reports)
* Hold Music
* Audio Prompt Language
* Default Voicemail Transcript Language
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Recording</mark>

From the [**Recording**](https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/recordings) tab, users can access their own recordings and other recordings they have been granted access to, such as from a Call Queue or another user. From this screen, users can also search for or filter their recordings by date, name, extension and number.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfB0lHHkxsMF6O0rOxrWYIPkhdVTsFP-YOwGe5RQZVMSDIVF4o4E0CW5nyF3K-trMRPM7H0MehlkAQ2avapH-bM_FvVcr7cMAny37L8QmDIKEAy6B9Ew8NQzilJZQtCcOxRnfw1-w?key=-5wA9mGbGmFOe5JFeIkZZA" alt=""><figcaption><p>Example image of the Recording tab in the Zoom Phone settings in the Web Portal.</p></figcaption></figure>

Refer to Zoom's support center for more information on [Accessing Recordings From the Web Portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069013#collapseWeb).

{% hint style="info" %}
**Note**

Zoom Phone users can only access shared call recordings through the Zoom web portal. Shared recordings are not available within the Zoom Workplace app.
{% endhint %}

#### <mark style="color:blue;">Web Portal Call History</mark>

From the [**History**](https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/call-log) tab, users can access their personal call history, including the ability to filter their calls by date, name, extension, phone number, missed calls, or calls with a special designation, like if it was marked as spam or blocked due to certain conditions. Users can also use this screen to export their call history into a CSV file, block numbers from calling them, or add a client code for tracking.

<div data-with-frame="true"><figure><img src="/files/LkpJalavQq0oHvD8i22t" alt=""><figcaption></figcaption></figure></div>

Refer to Zoom's support center for more information on [Accessing Call History From the Web Portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069013#collapseWeb).

#### <mark style="color:blue;">Voicemail & Videomail</mark>

From the [**Voicemail & Videomail**](https://zoom.us/pbx/page/telephone/myZoomTelephony#/my-cloud-phone/voice-mail) tab, users can access their personal and shared voicemail messages, including the ability to filter their messages by date, name, extension, and phone number. Users can also filter messages marked as *read*, *unread*, and *follow* up, in addition to messages with a special designation, including circumstances where a call may be marked as spam or blocked due to certain conditions.

<div data-with-frame="true"><figure><img src="/files/DDbluFq2KeQiHwT2f2mp" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Note**

If Videomail is not enabled for your account, the tab will be titled **Voicemail**.
{% endhint %}


# The Zoom Assistant

The Zoom Assistant is a lightweight widget that runs on a user's desktop as an extension of the Zoom Workplace app, offering Zoom Phone Pro and Licensed users a consolidated phone interface.

With docking capabilities, the Zoom Assistant remains hidden when not in use, and extends when hovered over with a cursor or when there's an active call. This compact design grants users full use of their desktop space while working, allowing them to minimize the Zoom Assistant panel when it's not in use.

<div data-with-frame="true"><figure><img src="/files/NmBRiJOKc0WCWkjBBCmy" alt=""><figcaption></figcaption></figure></div>

With this always-available tool, users can simplify their workflows and processes in conjunction with virtually any other application, granting flexibility and ease of use. Core features of the Zoom Assistant include:

<table><thead><tr><th valign="top">Zoom Phone</th><th valign="top">Zoom Phone with Customer Engagement Pack Add-On</th><th valign="top">Contact List</th></tr></thead><tbody><tr><td valign="top"><ul><li>Place a call</li><li>Receive a call</li><li>Dialpad</li><li>Contact lookup</li><li>Speed Dial</li><li>Record a call</li><li>Park Call</li><li>Transfer Call</li><li>Merge Call</li><li>Self-Mute</li><li>Open call history*</li><li>Open voicemail*</li></ul></td><td valign="top"><ul><li>Call Queue visibility</li><li>Open Call Queue Chat*</li><li>Shared Line Appearance Visibility</li><li>Shared Line Group Visibility</li><li>Group Call Pickup</li><li>Call Queue Opt-In/Out</li></ul></td><td valign="top"><ul><li>Start meeting from contact card*</li><li>Start chat from contact card*</li><li>Start phone call from contact card*</li><li>Send SMS from contact card*</li></ul></td></tr></tbody></table>

{% hint style="info" %}
\*Opens Zoom Workplace app when in use
{% endhint %}

Refer to Zoom's support center for more information on [enabling and disabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058042) or [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058038) the Zoom Assistant.


# Admin Experience

This section outlines the admin experience for managing users, devices, permissions, reports, and settings related to Zoom Phone. After reading this section, you can expect to be familiar with user provisioning, the Zoom Phone dashboard, assigning devices, updating user profile information, and more. For information on managing PBX features of Zoom Phone, refer to the section on [Configuring Zoom Phone's PBX](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/configuration).

### Zoom Phone Roles

Zoom Phone supports user roles specific to the Zoom Phone service, allowing account administrators to provide users with precise levels of access to Zoom Phone features as required. For example, with these diverse sets of roles, a user can be a Call Queue admin without granting access to other features, like being able to edit a Site's settings or policies. Alternatively, a user can also be granted Super Admin privileges for Zoom Phone without requiring admin privileges for the rest of a Zoom account's products, service, and features.

The following table outlines the default Zoom Phone roles available; however, an account admin can also create a custom role if necessary:

| Role Name                   | Level of Access                                                                                                                                                            |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Phone Super Admin**       | All Zoom Phone features and settings in the web portal.                                                                                                                    |
| **Phone Site Admin**        | Zoom Phone features and settings for a specific Site, excluding settings that can only be changed at the account level.                                                    |
| **Call Queue Admin**        | Features and settings for the specified target Call Queues, including associated call logs and recordings.                                                                 |
| **Shared Line Group Admin** | Features and settings for specified shared line groups, including call handling, voicemail access and transcription, call logs, data residency, and membership management. |
| **Common Area Admin**       | Features and settings for designated common areas, including device settings, speed dial configurations, and hours of operation.                                           |
| **Auto Receptionist Admin** | Features and settings for the specified target Auto Receptionist. This doesn't include access to the associated call logs.                                                 |
| **Recording Admin**         | Full privileges to view, play, download, or delete call recordings that belong to users and Call Queues.                                                                   |
| **Compliance Admin**        | Full privileges to view and manage call logs, recordings, voicemail, and SMS.                                                                                              |

Refer to Zoom's support center for more information on [using Zoom Phone role management](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0070100).

### Managing Call Routing and Distribution Tools

Account administrators and authorized users with appropriate role permissions can design, edit, and oversee Zoom Phone's call routing and distribution tools via the Zoom web portal. These tools, along with design and implementation considerations, were [previously addressed in this document](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/configuration#call-routing-and-distribution-tools), along with links to Zoom's support center containing instructions and procedures for creating, editing, and managing each tool.

### Managing User Licenses, Entitlements, and Information

Account administrators have two main methods for provisioning Zoom Phone users, managing entitlements, and mapping information: automated workflows through single sign-on (SSO) via SCIM or SAML response mapping, or manual assignment via the Zoom web portal. These options are briefly discussed in the following two sections.

#### <mark style="color:blue;">Single Sign-On</mark>

For accounts utilizing single sign-on (SSO), provisioning users through SAML (security assertion markup language) response mapping or SCIM (system for cross-domain identity management) can streamline the user entitlement and management process. With SAML response mapping, user profile details and entitlements will automatically update each time the user authenticates. Conversely, for accounts using SCIM, user profile information and entitlements will dynamically update as data synchronizes from your identity provider to Zoom.

Although Zoom provides numerous options for profile information and entitlement mapping between SAML and SCIM, how and if this information is applied largely depends on customer configurations within both their identity provider and Zoom account. For this reason, accounts are encouraged to test their SCIM and SAML response mapping configurations for surety of user profile information and entitlement grants when first setting up their Zoom Phone account.

The following **Zoom Phone** information can be mapped to a user's profile through SAML Response Mapping and/or SCIM API:

<table><thead><tr><th valign="top">Licenses</th><th valign="top">Calling Plans</th><th valign="top">User Information</th></tr></thead><tbody><tr><td valign="top"><ul><li>Zoom Workplace Basic</li><li>Zoom Workplace Pro</li><li>Zoom Workplace Business</li><li>Zoom Workplace Business+</li><li>Zoom Workplace Enterprise</li></ul></td><td valign="top"><ul><li>Regional Metered</li><li>Regional Unlimited</li><li>Global Select</li></ul></td><td valign="top"><ul><li>Zoom Phone Extension</li><li>Zoom Phone Number</li><li>Zoom Phone Role</li><li>Zoom Phone Site</li></ul></td></tr></tbody></table>

For more information on provisioning users over SCIM, refer to the Zoom App Marketplace for a [complete list of applicable SCIM endpoints](https://developers.zoom.us/docs/api/rest/reference/scim-api/methods/#operation/userScim2Create) and options.

#### <mark style="color:blue;">Manual Assignment</mark>

For accounts without single sign-on or that would prefer to manually provision users, the Zoom web portal provides two primary interfaces for managing user entitlements: individual or bulk user editing through web-based user interfaces, or bulk editing through CSV file uploads.

<mark style="color:blue;">**Web Portal Interface**</mark>

Account admins can manually provision and assign user licenses through the Zoom web portal's admin interface. This process typically involves individually selecting users and assigning the appropriate licenses and entitlements through pop-ups and prompts. This process can be effective for configuring a small number of users but may be tedious when configuring a large number of users. Customers provisioning more than 100 users at once may prefer mass-provisioning users through the CSV upload process, described below.

For more information on this process, refer to Zoom's support center article on [manually managing Zoom Phone users and licenses](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069309).

<mark style="color:blue;">**CSV Uploads**</mark>

With CSV uploads, account admins can mass-provision users through a file upload process within the web portal. When provisioning users in bulk through a CSV file, admins can assign the following features to users:

{% columns %}
{% column width="50%" %}

* Package
* Site Code
* Site Name
* User Template
* Extension Number
* Phone Number
* Set Outbound Caller ID
  {% endcolumn %}

{% column %}

* Allow User to Change Outbound Caller ID
* SMS Enablement
* User Status
* Desk Phone Brand (Up to 9)
* Desk Phone Model (Up to 9)
* Desk Phone MAC Address (Up to 9)
* Desk Phone Provision Template (Up to 9)
  {% endcolumn %}
  {% endcolumns %}

{% hint style="warning" %}
**Warning**

When making bulk CSV edits, users will be updated **exactly** as the CSV is configured. This can unintentionally remove already configured user information.

For instance, if a user is currently assigned a phone number and a calling plan, and a bulk CSV is uploaded that only specifies the user's new device(s) without the phone number and calling plan reiterated, the user will have their calling plan and phone number removed from their profile.

Put simply, unless you are removing information from a user, all bulk CSV updates should include all current profile information in addition to the new information.
{% endhint %}

For more information on this process, refer to Zoom's support center article on [batch importing with CSV files](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069388#h_140e30ba-5a88-40b9-b799-16883fa0a037).

### Assigning Licenses, Calling Plans, and Packages

Zoom provides a diverse range of licensing options tailored to various account requirements. Among these options are **bundled licenses**, wherein a single license may provide a user with access to multiple Zoom products along with additional add-ons; however, Zoom also offers **unbundled licenses**, which requires admins to assign a different license for each product the user needs access to.

An example of a bundled license includes the **Zoom Workplace Enterprise** license, in which assigning the single license to a user provisions them for Zoom Meetings, Zoom Whiteboard, Zoom Phone, the Zoom Phone Customer Engagement Pack add-on, and more. However, with unbundled licenses, there is no "one size fits all" solution, and a user would have to be assigned a Zoom Meetings, Zoom Whiteboard, and Zoom Phone license, and a Customer Engagement Pack add-on, separately to receive full access to those products and features.

Depending on which license type your account uses, your configuration process may change. For this reason, the following two sections are separated by bundled and unbundled licenses. If you are not sure which applies to your Zoom account, please speak with your Zoom account team.

#### <mark style="color:blue;">Bundled Licenses</mark>

When assigning bundled licenses, users will be automatically provisioned for all relevant entitlements upon assignment. For example, assigning a Zoom Workplace Enterprise license will automatically assign a user a Zoom Phone License, a Zoom Phone Calling Plan, and the Zoom Phone Customer Engagement Pack Add-On instantly, whereas each of those components would require a separate license or entitlement with an unbundled licensing model.

If your account does not want to automatically provision a user for Zoom Phone immediately, refer to Zoom's support center for information on how to [enable or disable automatically provisioning a user for Zoom Phone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076644).

<mark style="color:blue;">**Single Sign-On**</mark>

If your account is using single sign-on to provision users and assign bundled licenses, simply configure your SAML response mapping or SCIM configuration to provision users with the appropriate license, e.g., Zoom Workplace Enterprise or Zoom Workplace Business Plus. In some cases, you may need extra configurations for additional add-ons not covered by the bundled license.

Unless Zoom Phone provisioning is [automatically disabled](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076644#mcetoc_1i4ah75943l), users will automatically be assigned a Zoom Phone license, calling plan, and relevant add-ons to the license.

{% hint style="info" %}
**Note**

Customers should still configure additional, applicable, SSO-related items beyond licenses, such as user groups, user roles, and other user profile information.
{% endhint %}

<mark style="color:blue;">**Manual Assignment**</mark>

Refer to Zoom's support center for detailed guidance on [managing Zoom Phone users and licenses](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069309) for singular or small user groups, or [batch importing with CSV files](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069388#h_140e30ba-5a88-40b9-b799-16883fa0a037) for a large number of users.

#### <mark style="color:blue;">Unbundled Licenses</mark>

When assigning unbundled licenses, users must be separately assigned a license for each relevant entitlement. For Zoom Phone, this entails being provisioned as a basic Zoom Phone user at a minimum, and adding additional components—like a calling plan and other add-ons—as needed.

<mark style="color:blue;">**Single Sign-On**</mark>

When provisioning a user for Zoom Phone through Single Sign-On (SSO), keep in mind the following tips as you configure your SAML response mapping or SCIM integration:

1. A user must be assigned an extension to be automatically provisioned as a **basic** Zoom Phone user. There is no Zoom Phone Basic license.
   1. Assigning an extension of **zero** (0) will automatically assign a user the next extension available for the Site. This may be ideal if you do not have extensions pre-configured in your identity provider.
      1. If you are using multiple Sites, ensure the user also passes the criteria to map them to the applicable Site, as each Site typically has a unique Site and extension code.
   2. Users can also be assigned a real extension, which will apply if the extension is not already in use within the Site. For instance, if a user's extension prior to Zoom Phone was 222, asserting an extension value of 222 will map the extension to the user if it is available.
2. Assigning a user a **calling plan** will elevate them from a **basic** user to a **licensed** Zoom Phone user.
3. If a **Site** is not specified upon user provisioning (i.e., being assigned an extension and/or calling plan), the user will be provisioned to the main Site.

<mark style="color:blue;">**Manual Assignment**</mark>

Refer to Zoom's support center for detailed guidance on [managing Zoom Phone users and licenses](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069309) for singular or small user groups, or [batch importing with CSV files](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069388#h_140e30ba-5a88-40b9-b799-16883fa0a037) for a large number of users.

### Managing and Assigning Phone Numbers

Zoom Phone customers have a variety of choices for managing and assigning phone numbers within their account. To assist with these processes, this section explores the administrative tools available for managing and allocating phone numbers within a Zoom Phone account, including number porting, using Zoom-provided numbers, and assigning numbers to users.

#### <mark style="color:blue;">Obtaining Zoom-Provided Numbers</mark>

Zoom attempts to maintain a list of available numbers for certain regions and area codes for customers that are not porting numbers into Zoom Phone or who may simply need additional phone numbers. Customers can select these numbers from the available pool and add them to their account at any time so long as they do not exceed their direct inward dial (DID) number limit, as determined by their licenses that support direct number dialing. Once selected, numbers from the available pool become exclusively associated with your account unless they are released, removed, or ported away from your account.

Refer to Zoom's support center for information on [obtaining phone numbers from Zoom](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212#h_007ec8c2-0914-4265-8351-96ab23efa3ad).

#### <mark style="color:blue;">Phone Number Requests</mark>

In circumstances where Zoom does not have numbers available for use via the self-service process, customers can request that Zoom locate numbers for use with the service.

Refer to Zoom's support center for more information on [requesting native Zoom Phone numbers](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060070).

#### <mark style="color:blue;">Porting Phone Numbers</mark>

Zoom Phone works with telecommunication providers when possible to port existing numbers into Zoom Phone; however, this process may vary depending on the country of origin and the quantity of numbers required to be ported. Click the links (✔) within the following table for instructions on porting numbers for your Zoom Phone account, depending on the type of number and country of origin. Readers are additionally encouraged to refer to Zoom's support center for Zoom's [porting FAQ guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061279).

| Country                                    | Local Numbers                                                                   | Toll-Free Numbers                                                                                                |
| ------------------------------------------ | ------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **United States, Canada, and Puerto Rico** | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062348) | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064099)                                  |
| **APAC**                                   | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545) | [Australia and New Zealand Only](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545)     |
| **South America / LATAM**                  | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938) | [Argentina, Brazil, and Mexico Only](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938) |
| **EMEA**                                   | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748) | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377)                                  |
| **Japan**                                  | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057593) |                                                                                                                  |
| **Bring Your Own Carrier (BYOC)**          | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067466) | [✔](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067466)                                  |

{% hint style="info" %}
**Note**

Customers porting more than 101 United States-based numbers should submit [a request for a Project Port](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063218).
{% endhint %}

#### <mark style="color:blue;">Assigning Phone Numbers</mark>

Zoom Phone supports assigning direct inward dial (DID) phone numbers to users and PBX components, including Call Queues, Auto Receptionists, shared line groups, and more. To support this process, account admins can assign phone numbers through two primary methods: single sign-on and manual assignment.

<mark style="color:blue;">**Single Sign-On**</mark>

Assigning **users** a direct phone number through single sign-on can simplify a significant portion of user administration with Zoom Phone. To support this process, keep in mind the following tips as you configure your SAML response mapping or SCIM integration:

{% hint style="success" %}
**Zoom Recommendation**

Some Zoom Phone features like Call Queues, Auto Attendants, and Shared Line Groups are not easily configured with direct numbers from an identity provider. For these instances, we recommend [assigning phone numbers manually](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212#h_8a5da880-3d82-4bf7-b769-25c2502d8e5e).
{% endhint %}

1. When assigning a user a DID phone number from your identity provider using SAML or SCIM, **the number must be listed within your account** to apply. If the DID phone number is not listed within your account, it will not be applied to the user.
2. When passing a phone number through SAML or SCIM, pass as complete of a phone number as possible, including country and area code. For example, +1 555-555-5555 or +44 5555-555555, not 555-5555.

<mark style="color:blue;">**Manual Assignment**</mark>

Refer to Zoom's support center for detailed guidance on [managing Zoom Phone users and licenses](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069309) for singular or small user groups, or [batch importing with CSV files](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069388#h_140e30ba-5a88-40b9-b799-16883fa0a037) for a large number of users.

### Managing and Assigning Phones and Devices

This section discusses available options and features for adding, provisioning, managing, and assigning IP phones and devices within your Zoom Phone account.

There are multiple approaches to managing phones and devices within an account, including the order of user provisioning, device provisioning, device assignment, and more. To account for these various scenarios, Zoom provides multiple options for device management, which are outlined in the following sections.

#### <mark style="color:blue;">The Provisioning Process</mark>

Zoom Phone offers two methods for provisioning physical devices: zero-touch provisioning and assisted provisioning. Both of these are outlined in the following two sections; however, readers are also encouraged to refer to Zoom's support center for more information on [getting started with provisioning](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173).

{% hint style="warning" %}
**Warning**

Customers reusing equipment like handsets, IP phones, etc., are encouraged to ensure they fully remove all of their devices and their MAC addresses from their previous provider before re-provisioning them to Zoom Phone. Not unassigning devices from the previous service provider will cause failures during the provisioning process.
{% endhint %}

#### <mark style="color:blue;">**Zero-Touch Provisioning**</mark>

Many [Zoom Phone-certified devices](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242) support zero-touch provisioning (ZTP), which can automatically provision a phone for use without hands-on administrative assistance or configuring the phone through its web interface. For the ZTP process to work, be sure to add your phone to the Zoom web portal before powering it on for the first time or performing a factory reset on a previously used phone. Failure to follow this step may require additional factory resets to re-trigger the ZTP process.

{% hint style="warning" %}
**Warning**

Zero-touch provisioning (ZTP) requires access to NTP servers for the provisioning process. Customers are encouraged to verify that their IP phone devices can establish connection with the device's specified NTP server—default or otherwise—to successfully complete the provisioning procedure.

Further, DHCP options 66 and 161, if enabled, can impact a device's ZTP capabilities. Customers are encouraged to leave these options unconfigured if using ZTP extensively or using multiple phone device manufacturers within the network.

Finally, customers are urged to verify that their firewall configurations allow for the essential communication channels with their phone manufacturer's [provisioning servers](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/network-configuration#firewall).
{% endhint %}

Refer to Zoom's support center for more information on the [zero-touch provisioning process](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173#h_951fa0ec-bd12-430e-a450-f455a0e2621b).

<mark style="color:blue;">**Assisted Provisioning**</mark>

If you experience issues with zero-touch provisioning or if your phone model doesn't support it, you may be required to perform the assisted provisioning process through the device's web interface.

Refer to Zoom's support center for more information on the [assisted provisioning process](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173#h_4973889f-1201-4974-858d-2071d1e7024b).

#### <mark style="color:blue;">Adding Devices to Your Account</mark>

Account admins can add devices to their account at any time, even if the devices are not currently assigned to users. To do this, Zoom Phone supports two primary methods for adding devices to an account: individual, manual addition through the web portal, or in bulk through a CSV file upload.

Refer to Zoom's support center for more information on [manually adding devices to your account](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061431#h_5ca07504-68a8-4c3d-ad0e-c1d3594436da) or [bulk uploading via CSV](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065320).

#### <mark style="color:blue;">Assigning and Managing Devices</mark>

Account admins can assign devices to users or common areas through two primary methods: individually through the web portal interface or in bulk through a CSV file upload.

Refer to Zoom's support center for more information on [assigning a phone to a user or common area](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061431#h_a6b459f5-7e4d-43e6-b7a1-bd8db7a379d7) or [bulk assigning via CSV](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069388), or for general information on [managing phones and devices](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061431).

{% hint style="warning" %}
**Warning**

When making bulk CSV edits, users will be updated **exactly** as the CSV is configured. This can unintentionally remove already configured user information.

For instance, if a user is currently assigned a phone number and a calling plan, and a bulk CSV is uploaded that only specifies the user's new device(s) without the phone number and calling plan reiterated, the user will have their calling plan and phone number removed from their profile.

Put simply, unless you are removing information from a user, all bulk CSV updates should include all current profile information in addition to the new information.
{% endhint %}

### The Zoom Phone Dashboard

The Zoom Phone Dashboard, a subsection of [the Dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061622), offers account admins and authorized users with sufficient [role permissions](#zoom-phone-roles) access to insightful Zoom Phone data and analytics. Information available within the Dashboard includes Zoom Phone Quality of Service (QoS) data, Mean Opinion Scores (MOS), usage reports, call data and metrics, and more. The following sections outline different features and data available through the Zoom Phone dashboard. Please follow the following link for more information.

{% content-ref url="/pages/DPOAZkQvs7LQ3HrA1g08" %}
[The Zoom Phone Dashboard](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/admin-experience/the-zoom-phone-dashboard)
{% endcontent-ref %}

### Admin Reports

Account admins or users with sufficient role-based permissions can access additional Zoom Phone reports not available to standard users. These reports provide general usage or charge-related information from the account's phone system.

#### <mark style="color:blue;">Usage Reports</mark>

Zoom Phone usage reports allow account administrators to access usage data for one or multiple Call Queues and/or Zoom Phone users during a defined time frame, with up to 100,000 call records in a single CSV file. Information within the reports include:

<table><thead><tr><th valign="top">User:</th><th valign="top">Call Queue:</th></tr></thead><tbody><tr><td valign="top"><ul><li>Name</li><li>Extension</li><li>Total Calls Answered (Inbound/Outbound)</li><li>Outgoing Number of Calls</li><li>Inbound Number of Calls</li><li>Number of Calls Forwarded to Voicemail</li><li>Number of Inbound Calls Answered by Another User</li><li>Missed Number of Calls</li><li>Total Call Time</li><li>Total Hold Time</li><li>Total Parked Time</li><li>User Phone Site</li></ul></td><td valign="top"><ul><li>Name</li><li>Extension</li><li>Site</li><li>Inbound Call Volume</li><li>Completed Calls (Inbound)</li><li>Abandoned Calls (Inbound)</li><li>Overflow (Inbound)</li><li>Avg. Call Waiting Time</li><li>Outbound Call Volume</li></ul></td></tr></tbody></table>

#### <mark style="color:blue;">Charges Report</mark>

Account admins can also view a usage report for all charged calls or SMS/MMS messages that were made within a period. The usage report can also be used to verify calling charges on your bill.

Information within the report includes:

{% columns %}
{% column %}

* Originating Number
* Receiving Number
* Call/Message Type (Local or International)
* Start Time
* Duration (Minutes)
* Billing Number (The phone number that was billed for the call or SMS)
  {% endcolumn %}

{% column %}

* Forward Billing Number (The phone number that forwarded the call, if applicable)
* Calling Party Name (The display name of the extension that placed the call)
* Billing Rate (per minute)
* Total Charge
* Charge Mode (How total charges are calculated; e.g., per minute)
  {% endcolumn %}
  {% endcolumns %}

Refer to Zoom's support center for more information on [viewing Zoom Phone usage report](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069964)s.

### Changing user settings

If necessary, account admins or authorized users with sufficient role-based permissions can change Zoom Phone settings on behalf of a user. This can be helpful in circumstances where a user needs assistance with configuring a setting or when changing settings on behalf of a VIP user.

Refer to Zoom's support center for more information on [changing user settings](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069338) on behalf of another user.


# The Zoom Phone Dashboard

The Zoom Phone Dashboard, a subsection of [the Dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061622), offers account admins and authorized users with sufficient [role permissions](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/admin-experience#zoom-phone-roles) access to insightful Zoom Phone data and analytics. Information available within the Dashboard includes Zoom Phone Quality of Service (QoS) data, Mean Opinion Scores (MOS), usage reports, call data and metrics, and more. The following sections outline different features and data available through the Zoom Phone dashboard.

### Quality of Service

The **Quality of Service** tab within the Zoom Phone dashboard provides data concerning and insights into the overall quality of voice calls for any Zoom Phone extension, including users, common area phones, Call Queues, Auto Receptionists, and Zoom Rooms.

Using a Mean Opinion Score (MOS) as the main measurement, the MOS scores call quality on a scale of 1 to 5. In this scale, a score of 1 indicates unacceptable voice quality for all users, while a score of 5 is the best voice quality, equivalent to speaking directly into a person's ear. As a general baseline, the dashboard utilizes a standard MOS of 3.5 for the average call, with a score of 3.5 or higher indicating good quality, and a score of 3.5 or lower indicating poor quality.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfDV5ZQB3pBybD3ZOPg_cJHOIy6OapufN0-CtlCUxVZluEem6Jq2BAbBMPGk4jMFBMRhWyGWrFwPn0Zyh0HhYQyboatPNdST2IfCabpYTX9USPknfi4wt2LwAQYZp9EDz76LAtK2A?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example of the Quality of Service tab in the Zoom Phone dashboard.</p></figcaption></figure>

{% hint style="info" %}
**Note**

Calls that are less than 30 seconds in length may have a lower MOS than other calls. This is due to the short duration of the call, in which momentary packet loss, jitter, or network irregularities may significantly skew the overall score.
{% endhint %}

Additional information available within the Quality of Service tab includes:

<table><thead><tr><th valign="top">List of Calls:</th><th valign="top">Call Data, including:</th></tr></thead><tbody><tr><td valign="top"><ul><li>Caller</li><li>Callee</li><li>Call Direction</li><li>Call Duration</li><li>Call Date and Time</li><li>MOS</li></ul></td><td valign="top"><ul><li>Bitrate</li><li>Packet Loss (Average and Max)</li><li>Jitter</li><li>Network Delay</li><li>Codec Used</li><li>Headset Used</li><li>Microphone Used</li><li>ISP Used</li><li>Caller</li></ul></td></tr></tbody></table>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQdlzbxeWrTgz4BI3wm402L4XBLf2aprw98tMwo7ugzSrryszkbzESPxaWPTTBBFcqfOsZk8Qb4RwgZ4grqOpOf51PEjQVaAHhsp5gHjlqSKga1O-3f4YlNEgeFQfSilY6FisAWQ?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example call data.</p></figcaption></figure>

Refer to Zoom's support center for more information on viewing the [Quality of Service dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0070057).

### Usage & Adoption

The **Usage & Adoption** tab within the Zoom Phone dashboard provides call and SMS and MMS usage data for the entire account or a specific Site. With this data, an account admin or authorized user can view the total number of inbound and outbound calls and SMS messages for the account within a chosen time frame, providing insight into usage and adoption rates within the account.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfIEBoF7wMQ671Gy9bRT4a27lpbhuD2prrDm9j-lRgiNLPw19-hPxGpBHE82Z3fHzz8DSCTHcyc-vGCmYYFwtFMElVkRKq73eu0zwiJ8ZsOMmNOtqELhuyYMcXFy5MyKZjysKP3nw?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example of the Usage and Adoption tab in the Zoom Phone Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing the Usage & Adoption dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066804).

### Phones & Devices

The **Phones & Devices** tab within the Zoom Phone dashboard provides a global heatmap and graph of phones and devices that are online or offline for the entire account or specific Site, including desk phones, Zoom Phone appliances, and Zoom software (e.g., the Zoom Workplace app).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcAJWD66aoQ4quL49X-td8ed3oQ1NmeHvPsFmQ9u-BG_-Zmldy3csaVnnbDIJZbg6_DSzomtjG5mhwmGY_AX4VRmu3BsZ0licajW7kxIQYbNsL4sH3kSG99K3A7fXV841mdAZdBtw?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example of the Phones and Devices tab in the Zoom Phone Dashboard.</p></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfd_LZwZ7EfGATyYrZXqOhjg4-PUcl2_oe3anxjR_I6M5ikeyOKSljtsQTUxcrn59lwS1S45QSs5E1wwON7xSLwKY_1Lm1hgbTCS_o3IinvU3_WLynKCo95tEvqJ3MyP4FxXzvt?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example heatmap pf devices.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing the Phones & devices dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066804).

#### <mark style="color:blue;">SBCs (Session Border Controllers)</mark>

The **SBCs** (Session Border Controllers) tab in the Zoom Phone dashboard offers a global heatmap displaying near real-time and historical data for your SBCs. Real-time insights include active SBCs, and their locations and statuses, while historical data covers inbound, outbound, and normal call attempts for previous periods.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdt4NKL-mAVl_xjKm_qAWP0f3qULK06emVQ2t8UgEp7tGo4YHAcDhStQLAGSoSsb3FSwG0xyJ12jwZhu_xroCKjN88XLuDc9j42IeiiHz-bDGBCEjyIRDmerc2fwCQpswHk7Vpe6Q?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example SBC tab in the Zoom Phone Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing the SBCs dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058390).

#### <mark style="color:blue;">Emergency Tracking</mark>

The **Emergency Tracking** tab within the Zoom Phone dashboard provides emergency location tracking data for the entire account or specific Sites. With this data, account admins or users with sufficient role permissions can view metrics to see the number of phone users who have chosen to opt in or out for location sharing in emergency situations. Authorized users can also use this dashboard to re-trigger the in-app pop-up that asks for permission to track the locations for some or all users who have not opted-in.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeRn8YBglIqv8CCGAMJ-_u6c-eTDeerCh4hPiNGG93uU9VumWvVRksyJGp_GwSram4CQKnBj3bH11DnJmXEorCt6GXeglyWB--qcH5HxJWis-bySvZUui87HEE_UiwUKeNW6Fcu?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example Emergency Tracking tab in the Zoom Phone Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on [viewing the emergency tracking dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063054).

#### <mark style="color:blue;">Spam</mark>

The **Spam** tab within the Zoom Phone dashboard provides spam summaries for all inbound calls to your Zoom Phone account. With this data, account admins or users with sufficient role permissions can view spam detection metrics based on the account's Spam Protection settings, providing insight into how spam calls may impact a specific user or how many times a number is spam-dialing users within the account.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcKEd2DIEzx5neU_d6TAL0RHz9NcoKiiwQPnrI3V0NUah4rtoFKxiaQud0qUXq3nDkrKHRIIpds8h3Vx0v_tUpCUoFU-DbJIT1tUotmrxjLhKukQzAZykmhrvpqbCHNZ1pif9io?key=IephnZQaYqASWCGOT7uOOA" alt=""><figcaption><p>Example Spam tab in the Zoom Phone Dashboard.</p></figcaption></figure>

Refer to Zoom's support center for more information on the [spam protection setting](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057965).


# Privacy, Security, and Compliance

### Data Residency

For Zoom Phone-specific data residency, there are two distinct categories of data that cover different components of the service: **Diagnostic Data** and **Customer Content Data**. Each of these data types has different rules governing their residency, which are discussed in the following sections.

#### <mark style="color:blue;">Diagnostic Data</mark>

Diagnostic Data is data automatically generated or collected by Zoom through use of the Zoom service. For Zoom Phone, Diagnostic Data includes phone call, SMS/MMS, voicemail, videomail, and voice recording metadata, telemetry data (e.g., product usage and system configuration), and other service-generated data (e.g., information to provide a service requested by the end user).

Details of how Diagnostic Data and its sub-categories are collected and handled are provided within the [Zoom Contact Center Privacy Data Sheet](https://explore.zoom.us/media/zoom-contact-center-privacy-data-sheet-dec-2022.pdf) and Zoom's [Privacy Statement](https://explore.zoom.us/en/privacy/). Customers with outstanding questions are encouraged to speak to their Zoom account team for more information.

#### <mark style="color:blue;">Customer Content Data</mark>

Zoom Phone Customer Content Data is the data your users record or share during a phone call, including voice/video, transcripts, recordings, voicemail, videomail, and SMS/MMS.

Where this data is stored can depend on several factors and may vary depending on account, group, and user settings or call routing tool-specific settings. However, it is important to note that all call recordings will be temporarily stored and processed in the SIP zone region where the user's device is registered before it is moved to its permanent data storage location. For instance, if a user's applicable content storage is set to Germany but they are registered to a SIP zone in the U.S., the call will be recorded and processed within the U.S. data center before being transferred to long-term storage in Germany.

The following table outlines which pieces of data in Zoom Phone are customizable for residency and which are located within the account's provisioned cluster.

| Controlled by Customer Content Storage Setting | Stored in the region where account was provisioned |
| ---------------------------------------------- | -------------------------------------------------- |
| Call recordings                                | Call logs                                          |
| Call transcripts                               | SMS/MMS logs                                       |
| Voicemails                                     |                                                    |
| Voicemail transcripts                          |                                                    |
| Custom greeting prompts                        |                                                    |
| SMS/MMS messages                               |                                                    |
| MMS media files                                |                                                    |

{% hint style="info" %}
**Note**

\
Zoom Workplace app versions below 6.7 still store SMS files in the US regardless of storage settings. If data residency matters for your org, make sure users are on 6.7 or later.
{% endhint %}

#### <mark style="color:blue;">Defining Storage Location Settings</mark>

Zoom offers all paid customers regional data storage for applicable types of Customer Content—which is configurable at the account, group, and user levels—and for each unique Auto Receptionist, Call Queue, and Shared Line Group.

For these various groups and call-routing tools, customers can choose to store applicable Zoom Phone Customer Content in the following locations:

{% columns %}
{% column %}

* United States
* Australia
* Brazil
* Canada
* India
  {% endcolumn %}

{% column %}

* Germany
* Japan
* Singapore
* Switzerland
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %}
**Note**

For accounts using Zoom Phone India service, the system automatically sets India as the default storage location for all Zoom Phone India users and rooms, regardless of configuration in the User Management interface. This enables customers’ compliance (dependent on customer controls) with Indian data localization requirements.
{% endhint %}

Refer to Zoom's support center for more information on [managing Customer Content storage locations](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066473).

### Data Retention

Zoom Phone Customer Content Data is retained in the cloud indefinitely by default. However, customers can customize their data retention settings to between 1 and 4,000 days (approximately 11 years) for the following items:

{% columns %}
{% column %}

* Call Logs
* Ad-Hoc Recordings
* Automatic Call Recordings
  {% endcolumn %}

{% column %}

* Voicemail
* Videomail
* SMS/MMS
  {% endcolumn %}
  {% endcolumns %}

#### <mark style="color:blue;">Multi-Level Retention Policies</mark>

Account owners and admins can set custom retention policies at the account, group, and extension levels to determine when voicemails, recordings, and logs are automatically deleted. When implementing account-based retention policies, existing site-level policies remain unaffected and continue to be enforced for current users. The system automatically migrates site-based retention policies and applies them to users during data migration.

#### <mark style="color:blue;">Audit Logging</mark>

Administrators can monitor retention policy activities through detailed audit logs that track when voicemails, recordings, SMS messages, and other items are automatically removed from the system. Changes to retention policies and automated deletions are tracked in web audit logs for comprehensive monitoring.

#### <mark style="color:blue;">Jurisdiction-Driven Retention Behavior</mark>

For countries where Zoom provides native phone service, call logs are automatically retained following the jurisdiction’s required minimum retention periods (up to 90 days or 2 years, depending on jurisdiction), even when shorter retention periods are configured. Admins can view the actual deletion timeline in the Phone System.

#### <mark style="color:blue;">Soft Delete vs. Permanent Delete</mark>

Customers can define deletion behavior, with the option to initially "soft delete" data, leaving it in a recoverable state for up to 30 days before it is permanently deleted. Alternatively, customers can set it to permanently delete after the set time without a "soft delete" period.

Refer to Zoom’s support center for more information on customizing the [Auto Delete Data After Retention Duration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069655) Zoom Phone policy.

<div data-with-frame="true"><figure><img src="/files/gg7EDDq9cw39cal87pCw" alt=""><figcaption></figcaption></figure></div>

Refer to Zoom's support center for more information on customizing the "[Auto Delete Data After Retention Duration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069655)" Zoom Phone policy.

### Information Barriers

Zoom Phone provides features for Information Barriers, assisting customers in managing user communication policies and fulfilling regulatory obligations. This includes preventing specific groups of users with sensitive information from communicating with others unauthorized to access this data.

Within Zoom Phone, users blocked by Information Barriers are unable to search, call, or text other members of affected groups. Attempting these actions will prompt an error message indicating restricted communication between certain groups and users. Furthermore, blocked users cannot invite other members of the affected group into a meeting using Zoom Phone.

Refer to Zoom's support center for more information on [Information Barriers](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066037).

### End-to-End Encrypted Calling

Zoom Phone supports end-to-end encrypted (E2EE) calls between two Zoom Phone users **within the same account,** so long as both users meet specific requirements. This offers users an extra layer of privacy and confidentiality to their Zoom Phone calls, and can be quickly enabled so long as both users are calling from a supported Zoom app or device.

Refer to Zoom's support center for more information on [enabling](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059027) and [using](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058963) end-to-end encrypted calling. For more information on Zoom Phone's end-to-end encryption practices, refer to [Zoom's Cryptography Whitepaper](https://github.com/zoom/zoom-e2e-whitepaper/blob/master/zoom_e2e.pdf).

### Zoom Phone Privacy Data Sheet

Zoom has provided the [Zoom Phone Privacy Data Sheet](https://explore.zoom.us/media/privacy-data-sheet-zoom-phone.pdf), which describes Zoom's process for handling personal data and other data handling practices. Readers are also encouraged to refer to Zoom's [Privacy Statement](https://explore.zoom.us/en/privacy/).

### Certifications, Attestations, and Standards

Zoom maintains a list of Certifications, Attestations, and Standards within our [Legal Compliance Center](https://www.zoom.com/en/trust/legal-compliance/#certifications).


# Zoom Phone Local Survivability

#### <mark style="color:blue;">ZPLS is an on-premises virtual appliance that can connect internal phone calls between users in a common Site when Zoom data centers are unreachable</mark>

The ZPLS module is an on-premises appliance that allows users within the same **Site**, connected by a common network, to place phone calls to each other when Zoom data centers are unreachable. This creates a survivability solution for business continuity in the event of a network outage or your network disconnects from Zoom Phone data centers.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfIaY-AwEfwP-SPZuPTW4kuxlVkMIaOhepcjOSspqFouRsmiUG1HBJeKSYIMvPf_U8eS2a9wOn-94HaMg18Y53EyYEKM3R63jrxxfeWk9Zfon-9wSeYh4Q8LB3JbNeLPU0cJWmlUdAbKEi_pO6iH1k?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Example diagram of ZPLS in a single Site Design while Zoom Phone is inaccessible.</p></figcaption></figure>

#### <mark style="color:blue;">ZPLS also supports cross-Site calling when ZPLS appliances for each Site are connected to a common network</mark>

On its own, a ZPLS module provides survivability to users within a common Zoom Phone **Site**. However, multiple ZPLS modules connected through a local, campus, or wide-area network can support cross-Site communication, connecting users from different Sites during a survivability event so long as the internal network remains operational.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcxgD8BzKtvzr8Z5Ib5g3dMOJN8WCdbGjdhXZc4tWHGUcMyTewQAp5Wirc2571DJQLidca7oHPFxi2RaEshZokwSS4daXUGgHBN1eYUHmA9M_WLjuDmBlme0xqvuNkkve-veuHqZ2-5QcDqOgHQOw?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Example diagram of ZPLS in a multi-Site Design while Zoom Phone is inaccessible.</p></figcaption></figure>

#### <mark style="color:blue;">Customers can integrate ZPLS with an SBC to make and receive PSTN calls when Zoom data centers are unreachable</mark>

Customers can integrate the ZPLS module with a session border controller (SBC) for external public switched telephone network (PSTN) connectivity when Zoom data centers are unreachable. This allows users with PSTN numbers provided by Zoom or third-party BYOC carriers to receive inbound calls from external parties when call forwarding for survivability is enabled in the cloud, and to place external phone calls regardless of local network conditions or Zoom data center availability.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf1FEktNjOIhFhosH_UtOO3TgKBj-xG3sBACdmait9a91iCbSzdaNFCGSuQ2k-dL2j9XBIQRJgJAw276wf6m7G0JFxQQl9sQxvt0OlzE8fSF3QFiNTAPhuA45zBIxbiZI4fvvU3LHGOu2L0gXNUt-Y?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Example diagram of ZPLS in a multi-Site Design with a PSTN while Zoom Phone is inaccessible.</p></figcaption></figure>

#### <mark style="color:blue;">ZPLS supports Survivability Distribution Groups, providing nuanced call routing capabilities during a survivability event</mark>

ZPLS modules support Survivability Distribution Groups (SDGs) for nuanced call-routing configurations during a survivability event. With SDGs, a business can route internal and inbound PSTN calls to an individual user, a group of users (similar to a Call Queue or shared group), an IVR menu, another phone number, or, if necessary, another SDG.

Although SDGs do not provide the same full-featured functionality as standard-operation Call Queues, shared line groups, or Auto Receptionists, SDGs can continue to support a business’ critical call routing needs until normal operations are restored.

#### <mark style="color:blue;">Overview Diagram</mark>

The following diagram demonstrates the network ports and data flows used with a ZPLS module and an SBC configuration.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe0RzjmtklynLnIbGu7WIvomN-MZKqUR9oct-A7HDPUuakzUzhJfa4Hk7G11eLlwHMSYhScJy_LunvozXvylqo-vavp6UypiPCD5gWtpN6OgHt1p2Jad6j6QAp-MkS34xUykZwo5jHhnIbAMXTN7Jo?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Diagram containing network ports and data flows used within a ZPLS model and an SBC configuration.</p></figcaption></figure>

Refer to Zoom’s support center for more information on [Zoom Phone Local Survivability](https://support.zoom.com/hc/en/category?id=kb_category\&kb_category=fce9b6da8720391089a37408dabb35d9).


# Migration Strategies

### Zoom’s Professional Services and Certified Channel Partners

Zoom’s Professional Services Organization (PSO) and certified channel partners offer businesses assistance with transitioning to Zoom solutions, including Zoom Phone. These groups can help businesses assess their transitional needs, develop and implement deployment plans, and provide on-site technical services during the Go-Live process.

With multiple tiers of service available, Zoom’s PSO team can help transitioning Zoom Phone customers with the following services:

{% columns %}
{% column %}

* Architecture & Design
* Use Case Analysis
* Implementation Support & Strategy
* Porting & BYOC Migration
* Implementation Guidance
  {% endcolumn %}

{% column %}

* Data Review & Optimization
* Network Readiness Review
* Provisioning & Configuration
* Hypercare: 10 Days of Post Go-live Support

\\
{% endcolumn %}
{% endcolumns %}

Customers interested in retaining the Professional Services Organization are encouraged to refer to [Zoom’s website](https://explore.zoom.us/en/professional-services/) for more information or speak with their Zoom account team.

### A Phased Approach

Customers transitioning to Zoom Phone without assistance from third-party companies or Zoom’s Professional Services organization may benefit from a slower, transitional phased approach. This may include moving users over to Zoom Phone in a segmented or percentage-based approach, like moving users over one Site at a time, or moving 5% of their users in daily or weekly increments, depending on the quantity of users. Benefits of a phased approach include:\\

1. **Minimized Disruption**: Gradually transitioning users minimizes disruption to daily operations. Users can adapt to Zoom Phone gradually, reducing the risk of productivity loss associated with sudden changes.
2. **Risk Management**: By phasing the migration, your business can identify and address any issues or challenges that arise in each phase before proceeding to the next. This proactive approach reduces the risk of encountering major problems across the organization.
3. **User Adoption**: Users are more likely to embrace the new system when they have time to adjust gradually. Training and support resources can be provided incrementally, so users feel comfortable with the new technology.
4. **Resource Allocation**: A phased approach allows organizations to allocate resources more efficiently. IT staff can focus on supporting a smaller group of users during each phase, so they receive adequate assistance and troubleshooting support.
5. **Evaluation and Feedback**: Each phase of the migration provides an opportunity to evaluate the performance of the new system and gather feedback from users. This feedback can inform adjustments and improvements as the migration progresses.
6. **Flexibility**: Phasing the migration provides flexibility to adapt the implementation plan based on real-world experiences and feedback. Organizations can make adjustments as needed to ensure a successful transition for all users.

Overall, a transitional phased approach to adopting Zoom Phone can help organizations manage risk, promote user adoption, and make a smooth transition to the new technology.

### Bring Your Own PBX

For customers with existing on-premises PBX systems, utilizing Zoom Phone’s **Bring Your Own PBX** (BYOP) service model can simplify the transitional period between on-premises and cloud-based users.

With the BYOP service model, customers connect their on-premises PBX with Zoom Phone’s cloud-based PBX through a set of configurable routing rules. Once this integration is configured, users can continue to dial users with consistent workflows, such as dialing their extension or numbers on speed dial. Due to the back-end routing rules connecting the on-premises PBX and Zoom Phone, when a user dials an extension, the relevant PBX will automatically query both the on-premises and Zoom Phone PBX for the user with the dialed extension and will connect the call accordingly if a user is found.

This service model is most commonly used as an intermediary step for customers transitioning from an on-premises system to one of the [previously mentioned service models](/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview#zoom-phone-offers-three-primary-service-offerings-native-byoc-cloud-peering-and-byoc-premises-peerin). Once all users have migrated from the on-premises system to Zoom Phone, the on-premises system can be safely decommissioned or put on standby.

The following example illustrates the benefits of this service model for a transitory period, while an account begins their full conversion process.

{% hint style="success" %}
**Example**

The business “Omzo” is preparing to transition 100 users from their on-premises PBX system to Zoom Phone Native. They are currently configured for a Bring Your Own PBX service model to assist with the transition.

On Monday, Alice and Bob are both registered to the on-premises PBX. Alice can easily call Bob at his extension of 100.

On Tuesday, Bob is transitioned to Zoom Phone and keeps his extension number of 100, while Alice remains registered to the on-premises PBX. Because the on-premises PBX is connected to Zoom Phone, if Alice tries to call Bob at extension 100, the query will fail within the on-premises PBX, and failover to Zoom Phone’s PBX. Because Bob retained the same extension, Zoom Phone’s PBX will identify Bob at that extension and connect the call to him through the BYOP connection.

In this scenario, neither Bob nor Alice are required to be aware of the ongoing transition. Calls will continue to connect without an impact to the user experience because the on-premises PBX and Zoom Phone’s PBX are connected and all other factors remain the same.
{% endhint %}

#### <mark style="color:blue;">BYOP Network Design</mark>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdhzlBW0_aF5YYxn6xcrrApI6xdos7XqZOwIDihRQDMJyoj3bOCBkqXfUOJ-e4oNxtA2m7h-ghbKg-6ek_8rhoWeqP5Ktzg0tY5Svdh572bHwst_GH3EOu7_RpMko9Tvkb_TkKdhK2uK1lkyIZ53sU?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Diagram showing BYOP Network design.</p></figcaption></figure>

{% hint style="info" %}
**Note**

Zoom Phone endpoints always initiate connectivity into Zoom data centers; however, BYOP SBCs do require bi-directional connectivity. If you have questions about port connectivity and scope, speak with your Zoom technical account team for more information on connectivity options.
{% endhint %}


# Things to Note

#### <mark style="color:blue;">Zoom Phone is not a cell phone replacement</mark>

Zoom Phone Native numbers and numbers that are ported into Zoom Phone are almost always considered Voice over IP (VoIP) phone numbers and may have different capabilities compared to numbers classified as mobile-only within certain countries.

For instance, two-factor authentication providers may not support VoIP phone numbers. Consequently, if a mobile number associated with two-factor authentication is ported into Zoom Phone, the user may no longer be able to approve authentication prompts.\
Additionally, Zoom Phone requires a data connection, e.g., Wi-Fi or 4G/5G, to make and receive calls from a mobile device. Users cannot make a cellular signal-based phone call without an existing data connection.

{% hint style="info" %}
**Note**

Zoom Phone currently exclusively offers mobile-classified numbers for SMS support within Australia and the United Kingdom. All other Zoom Phone numbers offered are classified as VoIP numbers.
{% endhint %}

#### <mark style="color:blue;">**Zoom Phone offers virtual phone numbers in some countries**</mark>

Zoom Phone offers virtual inbound and outbound phone numbers for multiple countries. Check our [Phone Number Requirements](https://www.zoom.com/en/phone-number-requirements/?ampDeviceId=c74e9890-8820-4dd2-aec8-eafd96cfcefe\&ampSessionId=1774477671891) page to see if your country is supported. Please note that customers cannot port-in virtual numbers, however, as any number ported into Zoom Phone must meet [certain requirements](https://explore.zoom.us/en/phonenumber/).

#### <mark style="color:blue;">For Wifi-heavy companies, a Wifi Site survey might help</mark>

Due to the nature of wireless connectivity, factors such as signal interference, coverage limitations, and bandwidth fluctuations can introduce quality issues, leading to potential disruptions or degradation in communication reliability and clarity. For this reason, businesses that are heavily reliant on Wi-Fi connectivity are encouraged to conduct wireless site surveys, as this can help ensure that wireless access points and antennas are optimized for your facilities, reducing the likelihood of quality-related problems.

#### <mark style="color:blue;">Power or internet loss can impact emergency services availability</mark>

Because Zoom Phone is a VoIP telephony provider, devices require internet connectivity to make and receive phone calls. Consequently, in the event of an emergency, including the loss of power or local internet, analog telephony adapter-enabled devices may be unable to make outbound calls.

To account for these scenarios, businesses are encouraged to have alternative telephony services for emergency resources—like security, fire, and elevator lines—through an analog telephone line or 4G/5G connectivity from a mobile device.

#### <mark style="color:blue;">Phone numbers cannot be easily or dynamically moved between accounts, including sub-accounts</mark>

Zoom Phone Native phone numbers and numbers ported into Zoom Phone are not dynamically transferable between accounts, including sub-accounts. For accounts that require transitioning phone numbers between sub accounts, refer to Zoom’s support center for instructions on [how to transfer phone numbers between accounts](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067712).

#### <mark style="color:blue;">Forwarding calls to external numbers can incur metered rate fees for the duration of the call</mark>

In some circumstances, forwarding calls to external numbers across the PSTN may result in additional charges at a metered call rate. This primarily happens when a Call Queue, Auto Receptionist, or user with a metered calling plan forwards a call to an external number, like an after-hours, third-party contact center or a personal cell phone. In these circumstances, the account will incur charges for the duration of the forwarded call.

Users and Zoom Phone admins must agree to the potential charges before saving any PSTN-forwarding capable configuration; however, account admins can [restrict this setting](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067865) ahead of time, including removing this capability altogether.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcV_P8fKGT3v8DjmKky4iB4Ay_DVIabpjHZp2A0FmB-PE0a4KY-HTBS5RiK3sCq_nY5-Af2nPLUyj0XTSAZ0PP0hua2kM65MSml8lSJvdQ7lI-z8-Z2o-wi79xyzHWvUxg27xbIHI-LO7DgKwzHYOk?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Image of the acknowledgement statement regarding usage billing.</p></figcaption></figure>


# Troubleshooting

### Network Connectivity Test Tool

The Zoom Workplace desktop app for Mac and Windows includes a built-in Network Connectivity Test Tool that can confirm a user’s device can successfully communicate with Zoom Phone’s data centers.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVMKsb8V7DAjZ4_C1LWaXeHCKWFVlieZWNDLq0uqznzLxPwzSSGpcuVoVg-b06Ggp2JVa0eWz2aZUWTrlYQUj7zV24JA7LSbYdSiWWBRzyiNU-kNZfPmZCDEXX1mRuKHMpouZbV5bVIu1uw5tYulQ?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Example Phone Test using the Network Connectivity Tool.</p></figcaption></figure>

#### <mark style="color:blue;">Windows Zoom Phone Network Connectivity Test</mark>

To perform a Zoom Phone network connectivity test on the Zoom Workplace Windows desktop app, perform the following steps:\\

1. Open the Zoom Workplace app on your desktop.
2. Press **Ctrl+Alt+Shift+D** to open the Network Diagnostics Tool (requires version 5.13.10 or higher).
3. Click the **Phone Test** option.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcu9YSYWsEG8iruI5ujdbOGnpHAvQSz2WLtyKDCtnM4czASGanA-7laDQ7jBZU-BSVvaAzev01jBDWMwALhKZOml6dgcqO_3KSBRYsYmoD85VPaPTcTB9DOOCbK9iWF4MVpFNGpgyCMJ2dSL44M5sM?key=gORaE6vjeZ6i7Y4PGyLKfw" alt=""><figcaption><p>Image of the location of the Phone Test.</p></figcaption></figure>

4. On the following screen, click Test.
5. The results will be displayed after completion.

#### <mark style="color:blue;">Mac Zoom Phone Network Connectivity Test</mark>

To perform a Zoom Phone network connectivity test on the Zoom Workplace Mac desktop app, perform the following steps:

1. Open the Zoom Workplace app on your desktop.
2. Press Cmd+Option+Shift+D to open the Network Diagnostics Tool (requires version 5.13.10).
3. Click the Phone Test option.
4. On the following screen, click Test.
5. The results will be displayed after completion.

### Frequently Asked Questions

Users are encouraged to refer to Zoom’s support center for a list of [frequently asked questions](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065328).

### Troubleshooting Zoom Phone

Users experiencing issues with Zoom Phone error codes or that require general troubleshooting support are encouraged to review Zoom’s support center for [troubleshooting assistance](https://support.zoom.com/hc/en/category?id=kb_category\&kb_category=ece4f6168720391089a37408dabb3553). For other issues not found on the support center, feel free to [open a ticket](https://support.zoom.com/hc/en/new-request?id=new_request\&sys_id=cb06ab4b8702255089a37408dabb3555) with Zoom support.


# Zoom Phone India Explainer

## Things to Know Before You Read Ahead

#### <mark style="color:blue;">This document focuses on Zoom’s telephony services and service models available within India</mark>

Zoom Phone is Zoom’s standard, [cloud-based telephony service](https://www.zoom.com/en/products/voip-phone/) and is available to customers around the world through native service and bring your own carrier (BYOC) models. Regulatory requirements within India limit the capabilities of Zoom Phone's native service within the country, however. Consequently, this document aims to provide clarity by outlining and defining Zoom's telephony services and service models available within India.

#### <mark style="color:blue;">If your business requires India-based numbers, this document is for you — if not, you just need Zoom Phone’s standard service</mark>

While this document details the nuances of Zoom’s telephony service offerings within India, these tailored solutions are not required for every business. Fundamentally, if your business does not require the use of local, India-based phone numbers, this document is not for you, and the standard Zoom Phone offering is what you’re looking for. Alternatively, if your business *does* require India-based numbers—read on! This document is the right one for you.

#### <mark style="color:blue;">Zoom holds a pan-India Unified Access Service License issued by the Government of India and is authorized to operate in all 22 licensed service areas</mark>

In May of 2023, the Government of India granted Zoom a pan-India Unified Access Service License (Unified License). With this license, Zoom is authorized to provide its cloud-based telephony services as a Tier-1 internet telephony service provider within India for all licensed service areas, including support for both national and international long distance dialing. This sets Zoom apart as one of the first cloud-based telephony service providers with a pan-India Unified License that includes national and international long distance authorization.

#### <mark style="color:blue;">With this license, Zoom is uniquely positioned as a cloud-based telephony service provider within the country</mark>

Many cloud-based telephony providers operating in India lack one or more of the following regulatory elements: a pan-India Unified License with Access Services authorization, local PSTN calling capability, and National Long Distance (NLD) and International Long Distance (ILD) authorizations. Providers without a pan-India license are limited to specific licensed service areas; providers without local PSTN capability cannot offer India PSTN calling; and providers without NLD/ILD must hand off long-distance traffic to third-party carriers.

By contrast, Zoom holds the necessary licenses and authorizations, which positions Zoom to offer an independent, locally hosted cloud private branch exchange (PBX) with native India numbers, local PSTN calling in supported circles, and the ability to carry NLD/ILD traffic without relying on other providers.

#### <mark style="color:blue;">With the Unified License, Zoom now offers two cloud-based telephony services within India: Zoom Phone India and Zoom Phone’s foreign-hosted PBX</mark>

Prior to receiving the pan-India Unified License, Zoom customers could only use India-based phone numbers through a foreign-hosted private branch exchange (FHPBX) service model, with the numbers provided by a customer-provided carrier. However, with the grant of the Unified License, Zoom is now positioned to offer a second cloud-based telephony service within the country called Zoom Phone India.

Readers are encouraged to use the following brief summaries, requirements, and comparisons of these two service models to identify which is best-suited for their business *at a glance*, after which readers are encouraged to read the *robust* descriptions of each service further within the document for additional information.

#### <mark style="color:blue;">Zoom Phone India is available to any OSP</mark> *<mark style="color:blue;">or non-OSP</mark>*<mark style="color:blue;">-registered</mark> *<mark style="color:blue;">Indian</mark>* <mark style="color:blue;">business through Zoom’s India-based data centers, and is available for purchase exclusively in Rupee (INR)</mark>

Zoom Phone India is Zoom's cloud-based telephony service tailored specifically for the Indian market. Unlike the FHPBX, Zoom Phone India is only available to Indian-registered business entities, can be used by both OSP and non-OSP-registered businesses, and is available for purchase only in Rupee (INR).

In this service model, Zoom Phone India connects to local telephony services through strategically positioned data centers in Mumbai and Hyderabad, and unlike the FHPBX, does not require routing telephony media to international data centers. However, telephony media may require international transit when dialing internationally across the PSTN or when dialing international Zoom Phone users.

Similar to the FHPBX model, Zoom Phone India includes several considerations and requirements discussed later within this document. However, for the purpose of this summary, readers should be aware of the following strict requirements associated with this service model:

* The business **must** pay in Indian Rupees (INR) and cannot use other denominations like the US Dollar or Euro.
* The business **must** be a business entity registered with the Government of India and **cannot** be an international entity.
* The business **must** have both an authorized signatory and a Goods and Sales Tax Identification Number (GSTIN) within the state where they are getting service.
* The business must comply with necessary business requirements.
* Customers using a **Bring Your Own Carrier Plan** (BYOC) with Zoom Phone India may receive service in any licensed service area.
* Customers using **Zoom Phone India’s native service** must be located within one of Zoom’s six currently-supported licensed service areas.

#### <mark style="color:blue;">The foreign-hosted PBX is available to any OSP-registered business within India through Zoom’s international (non-India-based) data centers, and does not accept the Rupee (INR) for payment</mark>

The foreign-hosted private branch exchange (FHPBX) service model is available to businesses registered as an Other Service Provider (OSP) within India through Zoom’s international (non-India-based) data centers. Other Service Providers are typically entities that provide services like telebanking, telemedicine, teleeducation, teletrading, e-commerce, call centers, or other IT-enabled services that provide voice-based Business Process Outsourcing (BPO) services to their customers located around the world, including in India.

Due to the unique telephony infrastructure and regulatory requirements of India, Zoom Phone’s global (i.e., non-Zoom Phone India) native service is not available through data centers located within the country. Instead, thanks to an exemption granted to OSP-registered customers by the Department of Telecommunications in India, Zoom is eligible to provide FHPBX service within India through nearby international data centers within Singapore and Japan. In this service model, telephony media is typically routed between Zoom’s nearby international data centers and a customer’s SBC(s) through a private multi-protocol label switching (MPLS) connection, traversing the PSTN through a customer-provided carrier when required. However, for instances where calls do not require the PSTN, like extension-to-extension dialing, telephony media may utilize the Internet for transit.

There are additional considerations and requirements associated with this service model, discussed later within this document. However, for the purpose of this summary, readers should be aware of the following requirements associated with the FHPBX service model:

* The business **must** pay with a global currency like the US Dollar or Euro, and **cannot** pay using the Indian Rupee (INR).
* The business **must** be OSP-registered, per the Department of Telecommunications of India guidelines.
* The FHPBX service model **requires** a bring your own carrier (BYOC) connection.
* India-based phone numbers **must** be provided by the customer-provided carrier and **cannot** be provided by Zoom.
* Customers **must** configure a private MPLS circuit between Zoom’s data centers in Singapore and Japan and their office’s SBC(s) for call routing and general service.

## Key Comparisons between the FHPBX and Zoom Phone India

The following table outlines differences in core requirements between the two service models available in India, including the differences between Zoom Phone India’s native and bring your own carrier (BYOC) models.

<table><thead><tr><th width="134.1241455078125" align="center"></th><th align="center"></th><th width="165.4105224609375" align="center">Zoom Phone India</th><th width="167.135498046875" align="center">Zoom Phone India</th><th width="166.58935546875" align="center">Zoom Phone India</th></tr></thead><tbody><tr><td align="center"><strong>Key Comparisons</strong></td><td align="center"><strong>Foreign-Hosted PBX</strong></td><td align="center"><strong>BYOC</strong></td><td align="center"><strong>Provider Exchange</strong></td><td align="center"><strong>Native</strong></td></tr><tr><td align="center">India-Based Data Centers</td><td align="center">❌</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td></tr><tr><td align="center">Payment In Indian Rupee</td><td align="center">❌</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td></tr><tr><td align="center">Payment in Global Currency</td><td align="center">☑️</td><td align="center">❌</td><td align="center">❌</td><td align="center">❌</td></tr><tr><td align="center">OSP-Registered Business</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td></tr><tr><td align="center">Non-OSP Registered Business</td><td align="center">❌</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td></tr><tr><td align="center">India-Based Fixed-Line Numbers (Requires MPLS)</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">❌</td></tr><tr><td align="center">India-Based Mobile Numbers (Does not require MPLS)</td><td align="center">❌</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td></tr><tr><td align="center">Zoom Contact Center</td><td align="center">☑️*</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">❌</td></tr><tr><td align="center">Connectivity</td><td align="center">MPLS Only</td><td align="center">Internet or MPLS†</td><td align="center">Internet or MPLS†</td><td align="center">Internet or MPLS</td></tr></tbody></table>

{% hint style="danger" %}
**Warning**

\*Zoom Phone India mobile numbers are not supported\
†MPLS required for Fixed-Line Numbers. MPLS is not required for Mobile Numbers
{% endhint %}

In addition to the requirements, the following table outlines differences in key feature availability between the two service models.

<table><thead><tr><th align="center"></th><th align="center"></th><th width="163.5008544921875" align="center">Zoom Phone India</th><th width="163.638916015625" align="center">Zoom Phone India</th><th width="163.1171875" align="center">Zoom Phone India</th></tr></thead><tbody><tr><td align="center"><strong>Feature</strong></td><td align="center"><strong>Foreign-Hosted PBX</strong></td><td align="center"><strong>BYOC</strong></td><td align="center"><strong>Provider Exchange</strong></td><td align="center"><strong>Native</strong></td></tr><tr><td align="center">Short Messaging Service (SMS)</td><td align="center">Non-Indian Numbers</td><td align="center">❌</td><td align="center">❌</td><td align="center">❌</td></tr><tr><td align="center">Phone Number Port-In</td><td align="center">Non-Indian Numbers</td><td align="center">❌</td><td align="center">❌</td><td align="center">❌</td></tr><tr><td align="center">Assign Multiple Numbers to Agent</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">☑️</td><td align="center">❌</td></tr><tr><td align="center">End-to-End Encrypted Calls</td><td align="center">☑️</td><td align="center">Conditional</td><td align="center">Conditional</td><td align="center">❌</td></tr></tbody></table>

{% content-ref url="/pages/5XNvuq0JFPI4GcVVLkEl" %}
[Zoom Phone India Overview](/zoom-workplace/zoom-phone/zoom-phone-india-explainer/zoom-phone-india-overview)
{% endcontent-ref %}

{% content-ref url="/pages/9OQRvN05bDAPspCETQgq" %}
[Foreign-Hosted PBX Overview](/zoom-workplace/zoom-phone/zoom-phone-india-explainer/foreign-hosted-pbx-overview)
{% endcontent-ref %}


# Zoom Phone India Overview

## **Zoom Phone India Overview**

This section discusses the Zoom Phone India service, including design and networking considerations, feature availability, and service functionality. This model largely resembles a traditional Zoom Phone deployment, but, due to country-specific regulations, contains notable distinctions from the FHPBX service model, outlined in the following sections.

#### <mark style="color:blue;">Zoom Phone India uses Zoom’s Unified License to offer telephony services through an interconnection with local service providers</mark>

With the grant of Zoom’s pan-India Unified License, Zoom is authorized to operate as a Tier-1 internet telephony service provider within India and offers this service through Zoom-owned data centers located within the country through an interconnection with local PSTN service providers. This service model allows Zoom to provide PSTN connectivity natively within the country, negating the need for MPLS connections or foreign-hosted data center routing.

### Zoom Phone India Services

#### <mark style="color:blue;">Zoom Phone India supports three services: Native, BYOC, and Provider Exchange</mark>

Zoom Phone India offers three service models: Native Service, Bring Your Own Carrier (BYOC), and Provider Exchange.

* **Native Service**: Zoom provides a locally hosted cloud PBX with Zoom-issued India mobile numbers. Calls are routed through Zoom Phone India’s licensed PSTN infrastructure. No customer SBC or MPLS is required—clients connect over the public internet (MPLS is optional).
* **BYOC Service**: Customers use their own licensed telecom carrier and on-premises SBC to interconnect with Zoom’s India-based PBX for call routing. Calls traverse from Zoom’s India data centers over a customer-provided MPLS (or public internet) link to the customer SBC and then out over the customer-provided carrier’s PSTN. (MPLS required for use of Fixed-Line Numbers.)

  **Note**: Zoom partners with Tata Communications Inc. to provide a Cloud Connect option in India via Tata Communications’ IZO Multi Cloud Connect. With this option, customers must still provision MPLS connectivity, but the MPLS connection terminates with Tata Communications rather than directly with Zoom’s India data centers. Tata Communications leverages its pre-established private connectivity to Zoom, reducing the need for customers to build a direct MPLS interconnect to Zoom. Additional service charges may apply.
* **Provider Exchange**: Customers use telecom services delivered by a Zoom-approved provider that maintains interconnects with Zoom’s India-based PBX. This method supports both mobile, toll-free, and fixed-line numbers. Fixed-line numbers require an MPLS connection; however, this connectivity is provisioned and managed by the approved provider, so no customer-managed SBC is required. When using mobile numbers, MPLS is not required and service can be delivered over the public internet through the provider’s licensed infrastructure.

  **Note**: Zoom is currently exclusively partnered with Tata Communications Inc.

#### <mark style="color:blue;">Licensed service area connectivity currently varies depending on the service model</mark>

Licensed service area connectivity varies by service model, as each option is supported through different underlying telecom partnerships and infrastructure arrangements that determine where services are currently available.

#### <mark style="color:blue;">Bring Your Own Carrier and Provider Exchange services are available nationwide across India</mark>

Bring Your Own Carrier and Provider Exchange services are available across all licensed service areas in India. These deployment models allow customers to connect through their own telecom carrier or a partnered provider from any location nationwide, offering geographic flexibility for Zoom Phone implementations.

#### <mark style="color:blue;">Zoom Phone India’s Native service currently supports six licensed services areas</mark>

Zoom Phone India’s Native service (non-BYOC) is currently operating within 6 of the 22 licensed service areas, and may continue to expand into other service areas over time. The list of currently-supported licensed service areas includes:

* **Mumbai**: Local area of Mumbai, Navi Mumbai, and Kalyan.
* **Andhra Pradesh**: State of Andhra Pradesh and Telangana, including Hyderabad.
* **Maharashtra**: State of Maharashtra and Goa, including Pune.
* **Karnataka**: State of Karnataka, including Bangalore.
* **Tamil Nadu**: State of Tamil Nadu and union territory of Pondicherry, including Chennai.
* **Delhi**: Local area of Delhi, New Delhi, Ghaziabad, Faridabad, Noida, and Gurgaon.

#### <mark style="color:blue;">Zoom Phone India’s data centers are located within Hyderabad and Mumbai</mark>

Zoom Phone India’s data centers are located in Hyderabad and Mumbai, and can offer better latency times through local internet traversal, bypassing the complicated network routing of the FHPBX service model.

#### <mark style="color:blue;">Phone numbers provided by Zoom Phone India’s native service are classified as mobile numbers, and are available through the Zoom Workplace desktop and mobile apps</mark> <a href="#phone-numbers-provided-by-zoom-phone-indias-native-service-are-classified-as-mobile-numbers-and-are" id="phone-numbers-provided-by-zoom-phone-indias-native-service-are-classified-as-mobile-numbers-and-are"></a>

Because Zoom is registered as a Tier-1 Telco service provider offering Internet telephony within India, phone numbers available through the Zoom Phone India service are classified as mobile numbers. With the mobile number designation, users are granted additional flexibility in regard to service access, which includes mobile device support, access, and calling, in addition to domestic and international roaming. Additionally, although short messaging services (SMS) are not currently available with Zoom Phone India, these numbers are expected to be SMS-eligible if the service becomes available.

#### <mark style="color:blue;">Zoom Phone India is sold by Zoom’s India-specific business entity, and will be listed as the service provider on all paperwork</mark>

Customers that purchase Zoom Phone India will conduct business with Zoom’s India-specific business entity, *ZVC India Private Limited*. This business entity is separate and unique from Zoom’s international business entity commonly used for other services, and will be listed on all relevant contracts and billing materials associated with the Zoom Phone India service.

## **Zoom Phone India Requirements, Caveats, and Conditions**

Due to the unique telephony infrastructure and regulatory requirements in India, Zoom Phone India includes several notable requirements, caveats, and conditions worth mentioning. These are broken down categorically in the following sections by Customers, Licenses, Privacy, and Service Limitations.

### Business Requirements

#### <mark style="color:blue;">Zoom Phone India customers must be an India-registered business entity, have an authorized signatory, and be assigned a Goods and Services Tax ID Number</mark>

Customers interested in purchasing Zoom Phone India **must** be a business entity registered with the Government of India, have an authorized signatory, and be assigned a Good and Services Tax Identification Number (GSTIN). And although international businesses cannot purchase the Zoom Phone India service, an India-specific entity of an international corporation likely can.

{% hint style="success" %}
**Example**

“Global-Corporation International” is a US-based company, and is not eligible to purchase Zoom Phone India. However, if Global-Corporation International owns a subsidiary company named “Global-Corporation International India” that is registered with the Government of India — in addition to meeting all other requirements — the *subsidiary* company is potentially eligible to purchase and utilize the service.
{% endhint %}

Customers that do not meet these requirements are not eligible for this service and must use the FHPBX service model.

#### <mark style="color:blue;">Zoom Phone India customers must pay in Indian Rupees</mark>

Customers must pay for Zoom Phone India in Indian Rupees (INR). Zoom cannot accept other global currencies like the US Dollar or Euro as payment for Zoom Phone India services.

#### <mark style="color:blue;">Zoom Phone India is available to both OSP and non-OSP-registered businesses</mark>

Zoom Phone India is available to OSP and non-OSP businesses, so long as all additional requirements are met. This differs from the FHPBX service model, which is exclusively available to OSP businesses.

#### <mark style="color:blue;">Zoom Phone India supports traffic aggregation exclusively for OSP customers</mark>

Due to regulatory requirements, non-OSP businesses may not utilize traffic aggregation for multiple sites’ SBCs. However, due to a provision from the Department of Telecommunications in India, OSP customers are permitted to aggregate telephony data to a single site’s SBC.

### Know Your Customer (KYC) Requirements

Zoom Phone India customers must meet Know Your Customer (KYC) requirements before service can be activated. These requirements vary by service and are described in the following sections.

#### <mark style="color:blue;">Native Service</mark>

Businesses interested in Zoom Phone India’s Native service must meet the following business **and** end-user requirements.

**Native Business KYC Requirements**

<table><thead><tr><th width="250.3758544921875">Requirement</th><th>Description</th></tr></thead><tbody><tr><td><strong>Business Addresses</strong></td><td>A business address is required to validate the location (i.e., city) from which the account will use Zoom Phone services. The address must be supported by valid documentation.</td></tr><tr><td><strong>Compliance Address</strong></td><td>A compliance address is required to verify the physical business location associated with the purchase and use of Zoom-issued mobile numbers. A compliance address may also serve as a business address.</td></tr><tr><td><strong>Documentation</strong></td><td>Includes: Proof of identity for the authorized signatory (Aadhaar, PAN, or government-issued ID) Passport-sized photo and authorization letter Authorized signatory contact details (name, email, phone) Company incorporation certificate or charter documents Proof of business address (utility bill, lease, or similar) GST, company PAN, and TAN registration details Billing address matching compliance address</td></tr><tr><td><strong>Authorized Representative KYC</strong></td><td>Authorized signatories are now subject to end user–level eKYC during CAF signing — ID card validation, live photo and video capture, and real-time facial match verification.</td></tr><tr><td><strong>CAF and Signature</strong></td><td>Zoom compiles the documentation into a customer application form (CAF). The authorized signatory must digitally sign the CAF with an approved digital signature certificate (DSC) after successful eKYC verification.</td></tr><tr><td><strong>Physical Verification</strong></td><td>DoT mandates physical verification every six months, performed by Zoom’s vendors (Hello Verify or On-Grid) using GPS tagging and timestamped evidence.</td></tr><tr><td><strong>Retention and Audit</strong></td><td>Signed CAFs and verification records are stored by Zoom for DoT auditing and may be subject to additional revalidation during regulatory review.</td></tr></tbody></table>

**Native End User KYC Requirements**

<table><thead><tr><th width="249.8116455078125">Requirement</th><th>Description</th></tr></thead><tbody><tr><td><strong>Applicability</strong></td><td>All end users assigned Zoom India mobile numbers must complete KYC before activation.</td></tr><tr><td><strong>Verification Partner</strong></td><td>KYC is completed via Zoom’s partner (Equal SDK), with real-time verification through government databases.</td></tr><tr><td><strong>Accepted Proofs</strong></td><td>Aadhaar (via DigiLocker) or driver’s license.</td></tr><tr><td><strong>Verification Process</strong></td><td>Users must provide live photo and video capture in addition to ID type, number, name, and address. ZVC India validates the ID against the live photo for match verification.</td></tr><tr><td><strong>Location Validation</strong></td><td>IP-based location is verified before starting KYC; if the IP is outside India, KYC cannot proceed.</td></tr><tr><td><strong>Re-KYC Triggers</strong></td><td>Required when: ID and live photo do not match. DoT initiates audit.</td></tr><tr><td><strong>Address Requirement</strong></td><td>Users must enter an Indian address but do not need to upload proof-of-address documents.</td></tr><tr><td><strong>Outcome</strong></td><td>Once approved, users gain full PSTN capability; without KYC, only extension-to-extension calling is permitted.</td></tr><tr><td><strong>Validity</strong></td><td>KYC validity is continuous but subject to <strong>re-KYC</strong> events as defined by DoT circulars.</td></tr><tr><td><strong>Regulatory Reporting</strong></td><td>Zoom shares user-number mappings with the DoT, including both active and inactive numbers.</td></tr></tbody></table>

#### <mark style="color:blue;">BYOC Service</mark>

Businesses interested in Zoom Phone India’s Bring Your Own Carrier (BYOC) service must meet the following requirements.

**BYOC Business KYC Requirements**

<table><thead><tr><th width="250.0242919921875">Requirement</th><th>Description</th></tr></thead><tbody><tr><td><strong>Business Addresses</strong></td><td>A business address is required to validate the location (i.e., city) from which the account will use Zoom Phone services. The address must be supported by valid documentation.</td></tr><tr><td><strong>Documentation</strong></td><td>Must submit proof of business registration (e.g., certificate of incorporation, GST, PAN, TAN), authorized signatory ID, authorization letter, and address proof.</td></tr><tr><td><strong>Regulatory Obligations</strong></td><td>Customers must self-maintain compliance with India’s DoT regulations, including MPLS connectivity and location sharing.</td></tr></tbody></table>

#### <mark style="color:blue;">Zoom must verify physical address locations</mark>

Before numbering resources can be provisioned, Zoom is required by India’s Department of Telecommunications (DoT) to verify each customer’s Compliance address. Verification is conducted by a licensed third-party vendor and must be repeated every six months.

During verification, the vendor confirms the customer’s physical presence at the address and submits a verification report to Zoom with supporting artifacts such as signage photos, latitude-longitude coordinates, and timestamps.

### Licensing Requirements, Caveats, and Conditions

#### <mark style="color:blue;">Zoom Phone India licenses can only be applied to users within India</mark>

Zoom Phone India licenses are distinct from standard Zoom Phone licenses. While a standard Zoom Phone license can be transmitted between users across various countries or regions, Zoom Phone India licenses **must** be assigned to users within India, and cannot be applied to users in external regions.

#### <mark style="color:blue;">Zoom Phone India licensing varies by service type</mark>

Zoom Phone India remains subject to India’s telecommunications licensing requirements, which define how licensing is configured for an account. Zoom Phone India offerings fall into three service categories, each with different licensing and regulatory requirements based on licensed service areas.

1. **Zoom Phone India Native Services**: Customers must purchase licenses for each licensed service area where their users will consume regulated telephony services. Licenses cannot be assigned to users whose Zoom Phone sites are located outside the licensed service area in which the licenses were purchased. These licenses are available only to sold-to addresses located within the in-scope licensed service areas.
2. **Zoom Phone BYOC Services**: Customers may use BYOC licenses in any licensed service area, regardless of where they were purchased, and they are available to any sold-to address in India. BYOC licenses do not include native numbering or calling plans and therefore do not require licensed service area–specific purchasing.
3. **Non-Regulated Services**: These licenses provide software functionality with no India-specific telephony or PSTN capabilities and therefore carry no licensed-service-area restrictions. These licenses can be purchased and assigned nationwide to any sold-to address but **cannot** be billed in conjunction with other services (i.e., must be billed separately).

#### <mark style="color:blue;">Native service regional licenses must be billed separately</mark>

Customers who purchase Zoom Phone India Native service licenses for multiple service areas must pay for their region’s licenses separately, and will receive a separate invoice for each region they operate in.

{% hint style="success" %}
**Example**

A business purchased 20 licenses for Mumbai and an additional 100 licenses for Delhi. Because the company purchased licenses for two different service areas, the account will receive two separate invoices, which must be paid separately.
{% endhint %}

#### <mark style="color:blue;">Users must be provisioned to one local service area at a time, and cannot be dynamically updated</mark>

Users provisioned for Zoom Phone India must be anchored to one licensed service area that corresponds with their residence at a time, and cannot be dynamically changed on an as-needed basis.

{% hint style="success" %}
**Example**

On Monday, a business provisioned a user from the Delhi office with Zoom Phone India. If the user is working in Mumbai on Tuesday for a trip without a formal, permanent relocation, they should continue to be provisioned to the Delhi office.
{% endhint %}

### Zoom Phone India’s Supported Licenses, Add-ons, and Services

Zoom Phone India offers the following licenses, add-ons, and services:

**Zoom Phone India Licenses and Add-ons**

* Zoom Phone India Metered
* Zoom Phone India Unlimited
* Zoom Phone India Phone Number
* Zoom Phone India International Add-on
* Zoom Phone India Prepay Monthly
* Zoom Phone India Common Area Phone
* Zoom Phone India Customer Engagement Pack

**Zoom Phone India Support Services**

* Zoom Phone India Professional Services
* Zoom Phone India Managed Services
* Zoom Phone India Premier Support

### Privacy Requirements, Caveats, and Conditions

#### <mark style="color:blue;">Zoom must make a record of user and device metadata when making or receiving a call</mark>

In accordance with the laws and regulations of India, Zoom must make a record of user and device metadata when a user makes or receives a call with the Zoom Phone India service. This information is associated with the call detail records (CDRs) for each call. Recorded data includes:

* Source MAC address
* Destination MAC address
* Device’s Public IP
* Device’s IMEI number (if on mobile)

#### <mark style="color:blue;">Phone calls, including most extension-to-extension dialing, are subject to lawful intercept</mark>

India-based phone numbers connect through the public PSTN and are subject to lawful interception as required by Indian laws and regulations. Since these calls travel over a regulated PSTN network, they are not eligible for end-to-end encryption or peer-to-peer (P2P) call flows.

However, extension-to-extension calls between users who do not have active India mobile numbers (for example, users without assigned native numbers) can support end-to-end encryption and peer-to-peer calling.

#### <mark style="color:blue;">Zoom Phone India data at rest and call detail records (CDRs) are stored within Zoom’s India-based data centers</mark>

In accordance with the laws and regulations of India, data at rest generated through use of the Zoom Phone India service (e.g., voicemails, call recordings, etc.) and call detail records (CDRs) are stored within Zoom’s India-based data centers. This storage location is not configurable or customizable for calls or data specific to the Zoom Phone India service.

### Service Availability and Limitations

Some Zoom Phone features are not available with Zoom Phone India, and are outlined in the following sections.

#### <mark style="color:blue;">Accounts that are hosted within region-specific clusters are not eligible for Zoom Phone India at this time</mark>

Zoom Phone India is not available to customer accounts hosted within region-specific infrastructure, such as those in regions like Australia, Canada, Europe, or the United States. Accounts must be hosted within one of Zoom’s primary clusters to purchase and utilize the service.

#### <mark style="color:blue;">Calls must adhere to call handling rules</mark>

Zoom Phone India includes several location-based and call-mixing requirements that govern how fixed-line and mobile PSTN numbers may be used. The following rules reflect these requirements.

**Location Restrictions**

PSTN calls placed or received on India fixed-line BYOC numbers must be handled only by Zoom Phone India users assigned to the customer-defined location associated with those numbers.

* Customers are responsible for defining and maintaining these location assignments.
* Zoom does not enforce or validate customer-managed location restrictions.
* Internal calls (extension-to-extension) have no location restrictions.

**Call Mixing Rules**

A PSTN call handled by a Zoom Phone India user may be mixed only with internal Zoom Phone users when one of the following conditions is met:

1. **Zoom Phone Native:** All participating extensions have an activated mobile number (Zoom Phone India native numbers are considered mobile numbers).
2. **BYOC:** All participating extensions:
   1. Belong to the **same SDCA** (Short Distance Charging Area), and
   2. Belong to the **same corporate network**.

If these conditions are not met, the PSTN call cannot be mixed with additional internal parties.

**Call Handling Through Auto Receptionists and Call Queues**

When routing calls through Auto Receptionists and Call Queues, call handling rules vary based on number type:

* **India Mobile Numbers**: Calls to India mobile numbers may be handled through an **AR/CQ only by ZPI native members**.
* **Non-India PSTN numbers**: Calls to non-India PSTN numbers have **no special restrictions** and may be handled by **any Zoom Phone user** in an AR or CQ.

**Auto-Forwarding Restrictions**

PSTN calls handled by ZPI users or by AR/CQ for India numbers **cannot be automatically forwarded to non-India PSTN numbers**.

* Manual call handling (e.g., the user explicitly dialing the destination) is allowed where permitted by the user’s calling plan and regulatory requirements.

#### <mark style="color:blue;">Zoom Phone India does not support end-to-end encrypted calls</mark> <a href="#zoom-phone-india-does-not-support-end-to-end-encrypted-calls" id="zoom-phone-india-does-not-support-end-to-end-encrypted-calls"></a>

Pursuant to local regulations, Zoom Phone India phone numbers are considered public PSTN endpoints, and are subject to lawful intercept. Consequently, end-to-end encrypted calls are not supported with the Zoom Phone India service model.

#### <mark style="color:blue;">Businesses must have a BYOC connection for emergency calling support</mark>

Zoom Phone India (Native) is classified as internet telephony and does not support emergency calling on ZPI mobile numbers. Customers that require emergency calling must provide it via BYOC through their licensed carrier.

#### <mark style="color:blue;">Fixed-line numbers are exclusively available with a BYOC connection</mark>

Because Zoom Phone India exclusively offers mobile numbers through the native service, customers that wish to utilize fixed-line numbers through Zoom Phone India must integrate with a BYOC connection.

#### <mark style="color:blue;">Zoom Phone India does not currently support porting in phone numbers</mark>

Customers currently cannot port in phone numbers for use with the Zoom Phone India service. Zoom expects to support mobile number porting with the Zoom Phone India native service in the future.

#### <mark style="color:blue;">Zoom Phone India users cannot be assigned multiple mobile-classified phone numbers concurrently</mark>

Due to a unique identifier associated with each licensed user, Zoom Phone India users can only be assigned one native (non-BYOC) number at a time. However, users can be assigned multiple BYOC numbers concurrently without issue.

#### <mark style="color:blue;">Zoom Phone India does not currently support short messaging services (SMS)</mark>

At present, Zoom Phone India does not currently support short messaging services (SMS). Additionally, as all native Zoom Phone India numbers are registered as mobile numbers, they are expected to become eligible for SMS if the service becomes available, subject to account preferences and settings.


# Foreign-Hosted PBX Overview

## **The Foreign-Hosted PBX Service Model Overview**

This page discusses the foreign-hosted private branch exchange (FHPBX) service model, including design and networking considerations, feature availability, and service functionality.

#### <mark style="color:blue;">A foreign-hosted private branch exchange (FHPBX) provides a business with core telephony system services from a data center located in another country</mark>

A foreign-hosted private branch exchange (FHPBX) is a telephony service model where a business within a country, like India, utilizes a call-handling service’s “brain” (i.e., the PBX) that is located in another country, like Singapore or Japan. Essential services provided by this “brain” include call connections, transfers, and conferences, while providing additional features like voicemail, call queues, and auto receptionists.

#### <mark style="color:blue;">FHPBX customers must bring their own carrier (BYOC) and utilize an MPLS connection between their site’s SBC(s) and Zoom’s data centers</mark>

While FHPBX deployment models may differ among providers, Zoom's FHPBX service model in India requires customers to connect their site's session border controller(s) (SBC) to Zoom's international data centers through a private, multi-protocol label switching (MPLS) connection. Using this connection, calls are routed from the international data center to the respective site’s SBC, which then traverses India’s PSTN infrastructure through the underlying carrier provided by the customer (i.e., bring your own carrier (BYOC)).

{% hint style="info" %}
**Note**

Customers should be aware that this network configuration may impact call quality and latency due to the additional travel time and routing logic. However, the impact of this routing configuration is typically negligible and insignificant.
{% endhint %}

#### <mark style="color:blue;">In the FHPBX service model, the customer-provided carrier empowers businesses to utilize India-based phone numbers</mark>

Regulatory requirements prevent Zoom from natively supporting, porting in, or providing India-based fixed-line numbers with the FHPBX service model. However, because the FHPBX service model is intended for customers that require India-based phone numbers, customers that bring their (your) own carrier (BYOC) can utilize India-based phone numbers owned and operated by their carrier.

{% hint style="danger" %}
**Warning**

If your business does not require India-based numbers, the FHPBX service model may not be for you. Customers that do not require India-based numbers are likely best served with Zoom Phone’s standard service, or Zoom Phone India if paying in Indian Rupees (INR).
{% endhint %}

#### <mark style="color:blue;">The FHPBX service model</mark> *<mark style="color:blue;">always</mark>* <mark style="color:blue;">utilizes data centers outside of India for call routing and media transport</mark>

With the FHPBX service model, businesses within India will **always** connect to international Zoom data centers within Japan or Singapore for call routing and media transport. This design allows Zoom to provide Zoom Phone service to OSP-registered businesses within India, helping enable them to remain compliant with the OSP terms and conditions, in addition to the telephony laws and regulations of India.

#### <mark style="color:blue;">The FHPBX model supports traffic aggregation between multiple sites</mark>

Customers that utilize the FHPBX service model may utilize their MPLS connection to aggregate data traffic between their sites and do not need separate MPLS connections for each site.

#### <mark style="color:blue;">Apart from the unique networking configuration, the FHPBX service model offers the same features and service as Zoom Phone’s standard service</mark>

Simply said, the FHPBX model is identical to Zoom Phone’s standard, globally available telephony offering in terms of the service and features provided. The only significant deviation between the FHPBX service model and a traditional Zoom Phone deployment is the complex networking requirements (i.e., an MPLS) and the customer-provided carrier for India-based numbers. Again, if your business does not require India-based phone numbers, the FHPBX service model is likely not the service model for you, and your business needs can likely be met by Zoom Phone’s standard service.

## **The Foreign-Hosted PBX’s Requirements, Caveats, and Conditions**

The following sections briefly describe noteworthy requirements, caveats, and conditions associated with the FHPBX service model.

#### <mark style="color:blue;">Businesses within India must be an Other Service Provider (OSP) to utilize the FHPBX service model</mark>

To comply with the regulations of the Government of India, customers **must** be an Other Service Provider (OSP) to utilize the FHPBX service. Businesses that are not an OSP are ineligible to utilize the FHPBX service and are encouraged to explore Zoom Phone India, which is available to both OSP and non-OSP registered businesses, provided all additional requirements are met.

#### <mark style="color:blue;">FHPBX customers are responsible for maintaining their own call detail records (CDRs)</mark>

Because customers with the FHPBX model must bring their own carrier, customers are responsible for maintaining their own call detail records (CDRs) in accordance with the OSP terms and conditions, and laws and regulations of India. Zoom **will not** retain an independent record of CDRs for customers under this service model.

#### <mark style="color:blue;">Zoom does not accept the Indian Rupee for payment from customers of the FHPBX service model</mark>

Zoom does not accept the Indian Rupee (INR) as a currency for the FHPBX service model. Customers that wish to purchase the FHPBX service model must pay with a global currency, like the US Dollar or Euro. Alternatively, customers that wish to pay with the Rupee should consider Zoom Phone India, which available for purchase exclusively in Indian Rupees.


# Zoom Phone SMS Field Guide

## Introduction

Zoom Phone Short Message Service (SMS) allows users to send and receive text messages using the Zoom Workplace desktop application, Zoom Workplace mobile application, or Zoom Web App. This document provides a comprehensive overview of SMS configuration, along with guidance surrounding administrative controls and capabilities.

{% content-ref url="/pages/Nx4Hc3uuwKo2nW5CM0n7" %}
[Requirements](/zoom-workplace/zoom-phone/zoom-phone-sms-field-guide/requirements)
{% endcontent-ref %}

{% content-ref url="/pages/b0BckxhxeGN3UHJ53FQC" %}
[10DLC Compliance](/zoom-workplace/zoom-phone/zoom-phone-sms-field-guide/10dlc-compliance)
{% endcontent-ref %}

{% content-ref url="/pages/L3FmgkYIGXKrjT0EH3zc" %}
[Admin Controls](/zoom-workplace/zoom-phone/zoom-phone-sms-field-guide/admin-controls)
{% endcontent-ref %}

{% content-ref url="/pages/z9nspYGHgzSmTJMyq0Cc" %}
[Using Zoom Phone SMS](/zoom-workplace/zoom-phone/zoom-phone-sms-field-guide/using-zoom-phone-sms)
{% endcontent-ref %}


# Requirements

This section outlines the supported platforms, necessary calling plans, and current limitations for SMS and Multimedia Messaging Service (MMS) functionality.

### System Requirements

Zoom Phone SMS is supported on the Zoom Web App, Zoom Workplace desktop application, and the Zoom Workplace mobile application. Desktop users must be on a Windows, Mac, or Linux operating system, and mobile application users must be on an iOS or Android device.

### SMS usage requires an assigned Zoom Phone calling plan and a 10-digit phone number

To view step-by-step instructions for assigning Zoom Phone calling plans, please see the [Managing Phone Users](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069309) support article.

Along with a supported calling plan, users must have a 10-digit phone number assigned to use SMS. For users outside of the US and Canada, the mobile phone number type is required. To view detailed instructions for assigning phone numbers, please see the [Number Management](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074457) support article.

#### <mark style="color:blue;">United States and Canada Calling Plans</mark>

Users in the US or Canada must have one of the following Zoom Phone Calling Plans assigned to use SMS:

* Zoom Phone Metered
* Unlimited, Pro Plus
* Business Plus (US and Canada numbers)

#### <mark style="color:blue;">Australia Calling Plans</mark>

Users in Australia must have one of the following Zoom Phone Calling Plans assigned to use SMS:

* Zoom Phone Regional Calling Plan for AU/NZ
* Zoom Phone Pro with AU/NZ additional phone numbers
* Business Plus (AU/NZ numbers)

#### <mark style="color:blue;">United Kingdom Calling Plans</mark>

Users in the UK must have one of the following Zoom Phone Calling Plans assigned to use SMS:

* Zoom Phone Regional Calling Plan for UK/IR
* Zoom Phone Pro with UK/IR phone numbers
* Business Plus (UK/IR numbers)

### SMS Limitations

The following limitations apply to Zoom Phone SMS:

* SMS is not supported on physical desk phones.
* SMS is only available in the US, Canada, UK, and Australia. It is not available in New Zealand or Ireland at this time.
* International SMS is only available for US/CA.

{% hint style="info" %}
**Note**

The international SMS capability allows users in the US and Canada to send messages to Zoom Phone users or mobile phone users internationally. International Zoom Phone users cannot respond back to the Zoom Phone users in the US and Canada. International mobile phone users can respond back if they have an international SMS plan with their carrier.
{% endhint %}

* MMS is only available for US/CA.
* Zoom Phone Pro Global Select Unlimited does not support the mobile phone number type.


# 10DLC Compliance

10DLC (10-Digit Long Code) is a compliance framework that ensures that mobile carriers know who is sending text messages from business phone numbers and for what purpose. Mobile carriers in the US and Canada (AT\&T, Verizon Wireless, T-Mobile, US Cellular, and others) now require 10DLC compliance before messages can be sent via application-based services like Zoom Phone and Zoom Contact Center. This requirement helps build trust between businesses and consumers by reducing spam and ensuring that messages come from registered businesses.

There are three major steps that comprise 10DLC registration: brand creation and approval, campaign creation and approval, and assigning phone numbers to your campaign. The following sections will guide you through 10DLC registration for the mobile carrier’s review.

### Create a Brand

To use SMS with Zoom Phone, you must first create a 10DLC brand to register your business information with Zoom Phone carriers. Creating and verifying your brand’s identity gives carriers confidence that the SMS sender is legitimate. Your brand must be created and approved before creating an SMS Campaign. By default, you will be allowed to create one brand in the Zoom web portal. If you need to create more than one brand, contact your Zoom account manager for more information. Please note that each additionally registered brand will incur a monthly cost.

{% hint style="danger" %}
**Important**

You will need a valid Tax ID to complete Brand registration. If you do not have a valid Tax ID, you will need to get one. Social Security Numbers are not accepted.
{% endhint %}

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, select Number Management, then click SMS Campaigns.
3. You will be presented with a link to review the 10DLC Brand and Campaign creation checklist.

<div align="left"><figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcFeU8OOMHECvbzYAcF3GLjatdu4GgShsGpgX1Zas6yRIJV_TqpiVAdOetF0OluQDgvZSCzKx6JdmPeDMuMcSPfo_hpYXBxZg51jvKI77YgaFaE0q1STLuqecIl9kzmiSd1W7bkaw?key=To-2GraI1RDR5ElDN9QyTg" alt="" width="563"><figcaption></figcaption></figure></div>

4. Select the following confirmation checkbox: I confirm that I have read and understood the 10DLC Campaign creation checklist.
5. Click Create 10DLC Brand to begin creating the Brand.

#### <mark style="color:blue;">Step 1: Brand Summary</mark>

On the Brand Summary page, enter the following:

* Legal Company Name
* DBA/Brand Name (if applicable). This name will be used in your opt-in, opt-out, and help messages that are sent to SMS recipients.
* Your company’s Legal Form. Choose from the following options in the dropdown: Private Profit, Public Profit, Non Profit, Government.

{% hint style="info" %}
**Note**

If your legal form is Public Profit, you must undergo additional multi-factor authentication-based verification before your brand is approved.
{% endhint %}

* Country/Region of Registration. The following countries are supported: United States, Canada, Australia, Belarus, Chile, Croatia, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malaysia, Malta, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Saudi Arabia, Singapore, Slovakia, Slovenia, Sweden, Taiwan, and United Arab Emirates.
* State/Province
* Tax Number, VAT Number ID, or EIN (Employer Identification Number). This applies to the United States and Canada only. Businesses in Canada need to use their Business Identification Number (BIN).
* Your Business Location Address

{% hint style="info" %}
**Note**

If you cannot find the city in the dropdown, you can type it in the field.
{% endhint %}

* Once complete, click Continue.

#### <mark style="color:blue;">Step 2: Brand Details & Contact</mark>

In the Brand Details, complete the brand details and contact information, and enter the following:

* Website: Enter your website and include https\://

{% hint style="info" %}
**Note**

Public Profit brands will see an additional field called Contact email for verification. Enter the contact details of the person who will receive the two-factor authentication (2FA) passcode via email and complete the verification.
{% endhint %}

* Vertical Type: The vertical type is your company’s industry.
* Stock Exchange (if applicable)
* Stock Symbol (if applicable)
* Once complete, click Continue.

#### <mark style="color:blue;">Step 3: Confirmation</mark>

Review your brand information and ensure that all information is correct.

{% hint style="danger" %}
**Important**

Once you submit, you cannot edit your brand. Please make any necessary changes before submitting. If you need to make changes after submitting, you must delete the brand and re-submit due to legal restrictions and carrier visibility.\\

By selecting “Submit”, you are E-signing to create your account with our carriers and building a new Brand to be used for SMS.
{% endhint %}

* Once ready, click Submit. In most cases, brand approval takes 1–2 hours.

You can check the status of your Brand by accessing SMS Campaigns in the Zoom web portal. Under My Brand, view the status beneath the Brand Status column. The brand status will show as Pending, Rejected, or Active (if approved). The person who submitted the 10DLC Brand will receive an email notification when the brand is rejected or approved.

<figure><img src="/files/7CfconSNjktJcSotsUl0" alt=""><figcaption></figcaption></figure>

### Create a Campaign

Once your 10DLC Brand is approved, you can create the SMS campaign that will be used to assign your company phone numbers and enable SMS. By default, you are allowed to create one campaign for Zoom Phone. However, if you are also a Zoom Contact Center or Zoom Meetings customer, you may create two campaigns, meaning one for Zoom Phone and one for Zoom Contact Center or Zoom Meetings. If you need to create more than one campaign for Zoom Phone, please contact your account manager for details. There will be a monthly cost for any additionally registered Zoom Phone campaigns.

#### <mark style="color:blue;">Step 1: Campaign Details</mark>

The following steps outline the process for completing the Campaign Details portion.

**Checklist Requirement**

Perform the following steps:

1. Access SMS campaigns in the Zoom web portal, then click Create SMS Campaign. You will be directed to the Checklist Requirement page, where you will be presented with a link to review the 10 DLC Brand and Campaign creation checklist.
2. Click the [10DLC Campaign creation checklist link](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0010208). You are required to open and view the link before continuing.

<div align="left"><figure><img src="/files/T0Hh1Ui90N1rU3vFSShY" alt="" width="555"><figcaption></figcaption></figure></div>

3. After opening and reviewing the link, select the I confirm that I have read and understood the 10DLC Campaign creation checklist checkbox. Once this is done, the campaign details section will display. On this page, you will complete the requirements and details.
4. Configure your SMS campaign in the following sections.

**Campaign Details**

In the Campaign Details section, complete the following information:

* Campaign name: Enter a name for your campaign.
* Description: Describe how your organization uses SMS. Provide details that cover who will send messages, who will receive messages, what kind of content is being sent, what kind of content will not be sent, and the frequency of sending these messages.

{% hint style="info" %}
**Note**

When filling out these fields, provide as much detail as possible. Insufficient or unclear details will result in a rejection.
{% endhint %}

* Campaign type: Choose the product for which you are creating a campaign. Ensure that you choose the correct campaign type as per the product you intend to use SMS with. Click the dropdown and select the application.

{% hint style="info" %}
**Note**

Campaigns cannot be shared across applications.
{% endhint %}

**Consent to SMS Messaging**

In the Consent to SMS Messaging section, provide details of how you are gathering consent from SMS recipients.

* Under How are you gathering consent to send SMS/MMS?, select the following options that apply to your campaign.

{% hint style="info" %}
**Note**

You must select at least one of these options. When you select one of the options you will see examples of that option.
{% endhint %}

* Complete the description for each option and explain how you gather consent in your own words. You can only send texts to consumers who have provided you consent. Provide as much detail as possible. If you collect any phone numbers from your website, you must select the website option and provide details of how you gather consent. Otherwise, your campaign will be rejected.

<div align="left"><figure><img src="/files/v9jb3WVTG5Dos5mz2PaB" alt="" width="563"><figcaption></figcaption></figure></div>

**Website Requirements**

In the Website Requirements section, complete the following information:

* Privacy Policy: Enter a link in the URL field to the privacy policy section of your brand website. Your brand website must have a third-party privacy policy to include a notice for text messaging to prove to the carrier that consumer data and consent are being handled properly.
* Select the following checkbox: I confirm that I have added the required privacy policy to my brand website and understand that my campaign will be rejected without this update.
* Website/Written Form: Choose an option that best describes how you use web/written forms to collect phone numbers:
  * I use a web/written form to collect phone numbers for this campaign. I also confirm that I have added this SMS disclosure below the web/written form.
  * I do not use web/written forms to collect phone numbers for this campaign.

{% hint style="info" %}
**Note**

If the first option is selected, you must Attach Proof by uploading images of your web forms that show the SMS disclosure. If you are using written consent, attach a copy of the written opt-in form.
{% endhint %}

**User Permissions**

In the User Permissions section, select how you want to enforce Opt In and Opt Out for your numbers associated with the campaign:

* Under Outbound messages to unknown numbers, choose an option for outbound messages to unknown numbers (i.e., numbers you are texting for the first time):
  * Allow my users to send any message: This is the default option. Users can send any message to any number if this option is selected. They will receive a warning on the Zoom Workplace app before sending the message that states: We do not know if you have gained consent from this number. Please ensure that you have consent to text this number. Please note that this warning will not prevent the message from being sent.
  * Require my users to send the Opt-in message and wait for the Opt-in response: This option is where the user will be forced to send a message requesting opt in before being able to send any other message. The recipient must respond to the Opt-in message with the Opt-in keyword. Only then can subsequent messages be sent.
  * Prevent my users from sending any outbound message: This option prevents users from sending any outbound messages.

{% hint style="info" %}
**Note**

Because Zoom cannot verify whether a person has given consent through methods other than SMS, only select the first or second option below if you can verify that you’re gathering consent through other methods such as verbal, email, written form, etc.
{% endhint %}

* Under Inbound messages from unknown numbers, determine what your users can do if a new number has initiated a conversation:

  * Allow my users to send any message: This default option allows you to respond to an incoming message as soon as it is received. Inbound SMS is deemed as consent from the sender.
  * Automatically send a message that asks them to Opt in and wait for the Opt-in response: Once an inbound message has been received, an automated Opt-out message is sent and the recipient must respond with the Opt-in keyword before the user can send them any other messages. This provides an additional layer of compliance for inbound messages.

  **Opt-In Messaging**

  In the Opt-In Messaging section, set up message templates.

  * Opt-In Message: This is the first message that will be sent to the recipient to request opt-in consent. A carrier-approved message is pre-populated. Click Edit to customize the opt-in message, then click Save.
    * Message Preview: Click Edit to preview the message for the opt-in message. This message cannot be edited except for the additions.
    * Additions: Enter your additional message or customization for the opt-in preview or message attachment. This content will be added to the message preview and appear after the sentence that ends with your brand name.
    * Start text: Enter the start text for opt-in messaging. This keyword will be added to the message above and will appear at the beginning of the message after the word Text.
  * Auto Appended Message: This content will be additional text that is included at the end of your message(s) to the recipient. This is added to help ensure your messages are compliant with carrier requirements. Click Edit to edit the auto-appended message, then click Save.
    * Message preview: Preview the message for the auto-appended message. This message cannot be edited except for the additions.
    * Add customization to Auto appended message: Add customized text to auto-appended message text. This content will be added to the beginning of the message preview.
    * Frequency: Select this option for this trailing text to be included in outbound messages. By default, for a new number, the Auto Appended Message text will be sent on the first outbound message only. Select from the following options for the message frequency, then click Save:
      * Always on every message: Include this content on all outbound messages. This is the recommended option.
      * On first outbound messages only: Include this content on only the first outbound message sent after the initial Opt-in Message.
  * View the Response to Opt-in content that will be sent when the recipient responds to your message with the opt-in text. You can also view the response’s Keywords.
  * View the Response to Opt-out content that will be sent when the recipient responds to your message with the opt-out text. You can also view the response’s Keywords. Only the phone number that receives the Stop keyword is opted out from sending messages.
  * Response to Help: This is the content that will be sent when the recipient responds to your message with HELP. Click Edit to edit the response to help, then click Save. You can also view the response’s Keywords.
    * Contact type: Click the dropdown and select the contact type. Your business must offer additional assistance to your customers through either a website, email, or phone number. Correctly entered URLs and emails will turn into hyperlinks after you save your changes.
    * Contact info: Enter the contact information for your brand’s help section. These contact details will be added to the carrier-approved message template.

**Will you need SMS on more than 49 numbers?**

Under the option for Will you need SMS on more than 49 numbers? select Yes or No. If yes, provide justification. The approval process could take up to two weeks.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc4wJJ9iOxGItK5J5XmscEHRgjNzPdH4hMwL8ajh1GriHJ4O-1N-Eeph2p2u41rgq-OezuIuuHrOrUnWpqhh47a5vmejD35iYN2TOXBYJ5aphZvgaGHMeVX0lqyQ8e12YhbOOlkMQ?key=To-2GraI1RDR5ElDN9QyTg" alt=""><figcaption></figcaption></figure>

Once complete, click Continue. You will be directed to the Carrier Questions section.

#### <mark style="color:blue;">Step 2: Carrier Questions</mark>

In the Carrier Campaign Questions section, you will provide information about your company’s SMS message categories and related information. Complete the following information:

* Will messages include:
  * URL links?: Select Yes or No.
  * Phone Numbers?: Select Yes or No.
  * Age-gated content?: Select Yes or No.
  * Lending or Loan Arrangements?: Select Yes or No.

{% hint style="info" %}
**Note**

If your business is related to lending or loans in any way, you must select this option as Yes. Otherwise, your campaign will be rejected.
{% endhint %}

* In the Sample Messages section, enter the following:
  * In Sample Message 1 box, type your first sample message. Ensure that the name of your business/brand is mentioned. Otherwise, your campaign will be rejected.
  * In the Sample Message 2 box, type your second sample message. Ensure that the name of your business/brand is mentioned. Otherwise, your campaign will be rejected.
  * (Optional) Click + Add another Sample Message to add additional sample messages
  * Click Continue. You will be directed to the Confirmation section.

{% hint style="info" %}
**Note**

You can provide up to five sample messages of the type you expect your company to send. For your sample message, you must add Reply with STOP to cancel at the end of every sample message you create. Without this at the end of your message, your campaign will be rejected. Zoom will support STOP to cancel receiving messages on your behalf. Additionally, ensure that the name of your business/brand is mentioned.
{% endhint %}

#### <mark style="color:blue;">Step 3: Confirmation</mark>

Perform the following steps:

1. On the Confirmation page, review the Requirements & Details and Carrier Questions sections.
2. Click Edit to make any changes, then click Save if you make any changes.
3. Once your review is complete, click Submit. Allow up to 4 weeks for carriers’ review and approval.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfS8msZxlENicgH8QseuVpy4BQy4RS3oYgjria9HCCIAJWNoBFNwxjHoS9QRNYNA-PReKd18EP3c7YcjostmgrfcggD2i9hkUMKzm9RMNxipnn9epLk8ElD3nWFsOXd3G8jPABHpw?key=To-2GraI1RDR5ElDN9QyTg" alt=""><figcaption></figcaption></figure>

4. You can check the status of your campaign by accessing SMS Campaigns in the Zoom web portal. Under SMS Campaigns, view your brand’s current status beneath the Campaign Status column. The status will show as Active when it is approved.

### Assign Zoom Phone Numbers to Your SMS Campaign

Once your campaign is approved and 10DLC is enabled, you can assign phone numbers to the campaign.

1. In the Zoom web portal, select Number Management, then click Phone Numbers.
2. To the left of the phone numbers, select the check box of the number you desire to assign.
3. Select the SMS Campaigns tab at the top of the page. In the dropdown, select Assign.
4. In the Choose Campaign dropdown, select the campaign to which you want to assign the phone number.
5. Click Continue.
6. You will be prompted to complete an LOA. Select Continue to LOA to view and complete the form. Once the LOA is submitted, please allow up to three business days for SMS/MMS to be activated.

Once activation is complete, SMS is ready to be utilized. Please ensure that users in need of SMS capabilities have been assigned a compatible Zoom Phone calling plan and a 10-digit phone number (that has also been assigned to a campaign). Please see the following Admin Controls section to ensure SMS is enabled for the correct users or groups.


# Admin Controls

Zoom Phone SMS includes a variety of administrative controls that allow account owners and admins to control SMS settings based on organizational needs. This section outlines how to enable SMS at different levels and manage available features, including options that require the Customer Engagement Pack add-on.

### Enable SMS

SMS can be enabled by Admins on an account level, group level, site level, or user level. SMS can also be enabled for Call Queue and Auto Receptionist group SMS if Customer Engagement Pack add-on licenses are implemented. To view step-by-step instructions for how to enable SMS on different levels, please see the [Setting Up SMS](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069635) support article.

### Zoom Phone SMS Settings

Below are the SMS settings that can be enabled/disabled by Administrators:

#### <mark style="color:blue;">International SMS</mark>

To specify allowed countries/regions for SMS:

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 Billing.
3. In the Zoom Phone row, click View All Plans.
4. Click View/Edit Countries/Regions.
5. In the dialog box, select the SMS tab.
6. Search for or check the countries/regions where users can send SMS.
7. Click Save.

To allow international SMS:

1. Ensure SMS is enabled at the level that you want to manage.
2. Under the SMS setting, select Allow International SMS.
3. Click Manage Country/Region.
4. In the dialog box, select the countries/regions that phone users can send SMS messages to, then click Save.

#### <mark style="color:blue;">Using Emojis and/or Attachments</mark>

Account owners and admins can manage the use of emojis and attachments in SMS messages sent through Zoom Phone. They have the option to enable or disable all emojis completely, or select a specific set of emojis that users can use. Additionally, admins can choose to enable or disable attachments in SMS messages. The Allow Attachments and Allow Emojis setting is only available with Zoom Workplace app version 6.1.10 or later.

1. Ensure that the SMS feature is enabled at the level that you want to manage.
2. Under the SMS feature, enable or disable the features that you want:
   1. Select the Allow Emojis checkbox to enable it.
   2. When the Allow Emojis checkbox is enabled, select from the following options:
      1. All emojis: All emojis will be enabled and available for users to send through SMS messages.
      2. Selected emojis: Selected emojis will be enabled and available for users to send through SMS messages.
   3. Select the Allow Attachments checkbox to enable it.
3. Click Save.

#### <mark style="color:blue;">Redact Personal and Sensitive Data (PII)</mark>

To use personal and sensitive data reaction with Zoom Phone SMS, perform the following steps:

1. Ensure that the SMS feature is enabled at the level that you want to manage.
2. Under the SMS feature, select the Redact Personal and Sensitive data checkbox to enable or disable the feature.
3. When the Redact Personal and Sensitive data checkbox is enabled, click Edit to select a personal and sensitive data group that will be applied to recordings, then click Save.
4. Once complete, click Save.

#### <mark style="color:blue;">Scheduled Response</mark>

Users with a Customer Engagement Pack license and a Zoom Workplace app version 6.3.0 or later can schedule SMS messages to be sent at a specific date, time, and time zone in the future. They can manage scheduled messages by viewing, editing, and deleting them. As a member in a conversation thread, users can also view scheduled messages and who scheduled the message.

This feature helps users communicate more effectively with recipients in different time zones. To enable this feature:

1. Ensure that the SMS feature is enabled at the level that you want to manage.
2. Under the SMS feature, toggle the SMS scheduled response checkbox to enable or disable the feature.
   1. If enabled, SMS users will be able to send messages at a scheduled time.
3. Click Save.

#### <mark style="color:blue;">Data Retention</mark>

The retention policy allows account owners and admins to configure rules for what data is retained, the duration of the retention period, and how to delete data after the retention duration. Account owners and admins can allow Zoom to automatically delete data after the retention duration. Please refer to the [Managing retention policy for Zoom Phone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0077783) for more information.

#### <mark style="color:blue;">Templates</mark>

As an admin, you can maximize SMS message efficiency with the SMS template feature to empower your call queue or auto-receptionist users, or a user with the Customer Engagement Pack license to generate or reply to multiple messages rapidly. After setting up your SMS templates, your users can access them directly from their Zoom Workplace app. Please refer to the [Managing SMS templates](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0075183) article to enable templates on a site, group, or individual user level.

#### <mark style="color:blue;">SMS Etiquette Tool</mark>

Admins can use the SMS Etiquette Tool to create policies that identify keywords and text patterns to prevent users from inadvertently sharing unwanted SMS. When a user sends a message that triggers a policy, the message will be blocked, or a warning prompt will be displayed for the user to confirm that they want to send the SMS, depending on what the admin sets. Please refer to the [Managing Zoom Phone SMS etiquette tool](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058380) article to enable this feature.

#### <mark style="color:blue;">Auto Reply</mark>

Account owners and admins can enable or disable SMS auto-replies and set auto responses for call queues and auto receptionists when no users are available in the call queue or during closed hours.

Additionally, users with the Customer Engagement Pack add-on can set up an SMS auto responder to automatically respond to incoming SMS messages during specified conditions like out-of-office hours or Do Not Disturb (DND) mode. The auto responder can be configured to send a pre-defined response of up to 500 characters. Please refer to the [Managing SMS Auto Reply](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0076232) support article for how to enable this feature.


# Using Zoom Phone SMS

This section outlines how to use Zoom Phone SMS features. The following instructions assume that you are signed in to a compatible Zoom Workplace app or the Zoom Web App.

### SMS Features and Capabilities

Below is a list of capabilities available with Zoom Phone SMS.

#### <mark style="color:blue;">Compose a New SMS Message</mark>

To send a new SMS Message:

1. Click the Phone tab, then click the SMS tab.
2. Click the compose icon below the SMS tab.

<div align="left"><figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfN6g3BphFu0B7Kvvdl9MhxvWhpCLZ2PJSk4gVuNEB_HBR8FMe0Y4KyqjKzgcy3WMI94YaZBH7-e3awCsDhF8ikPpbPMdtV3JZX2WMqN-VTzcquYvOXaDlCz9tJQZ5jcLxnXoWS?key=To-2GraI1RDR5ElDN9QyTg" alt="" width="375"><figcaption></figcaption></figure></div>

3. In the To field at the top, enter a name or phone number to search through your contacts directory, or manually enter a phone number. If the recipient is in your contacts directory, the number will be replaced by the contact’s name, otherwise, it will remain a phone number.
4. You can add up to 10 contacts/phone numbers.
5. If the contact has several phone numbers, click the right arrow icon to view and select the number to send the SMS to.
6. Enter a message and press Enter or click the send icon.

#### <mark style="color:blue;">Reply to an Existing SMS Conversation</mark>

To reply to an existing SMS conversation:

1. Click the Phone tab, then click the SMS tab.
2. Select an SMS conversation.
3. Enter a message, then press Enter or click the send icon.

#### <mark style="color:blue;">Send Multimedia (MMS, JPG, PNG, GIF, PDF)</mark>

To attach multimedia to an SMS (MMS):

1. Open an SMS conversation.
2. Above the chat compose box, click the File button to select an image.\\

   <div align="left"><figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfomxFVUYAE1vDOcL8loiRLSpAk-6C1_5VNRY1xUTPAeHWKQssKNccNCVdybA5cujcS_WmAE4fFgiiyhbVgNxidbEP-eRc_2pdwiSx0I4MYekwlzRynKx_YlkarHkk66jDWxpZnWg?key=To-2GraI1RDR5ElDN9QyTg" alt="" width="563"><figcaption></figcaption></figure></div>
3. To send the image, press Enter or click the send icon.

#### <mark style="color:blue;">Call an SMS Participant</mark>

To call an SMS participant from a thread:

1. Select an SMS conversation.
2. In the top-left corner of the SMS conversation, click the Phone call button.

<div align="left"><figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6MFkWlfWNHOUY4Npp2M8WPaP_pNr7wrai-pIDuAwSYmFlgwE8FaGdZmd6OMpwEFMZbZ9-Nvs3Rva4JBYhz-ZK5eJ6cyuFZjt40uib5OScsUgSSAEAIaFIDB63mfdJui0MbVM4Cg?key=To-2GraI1RDR5ElDN9QyTg" alt="" width="563"><figcaption></figcaption></figure></div>

3. View phone numbers and details involved in the SMS conversation.

#### <mark style="color:blue;">View Conversation Details</mark>

To view a conversation’s details:

1. Select an SMS conservation.
2. In the top-right corner of the SMS conversation, click the info button.
3. The dropdown will display details such as members, images, files, push notifications, and the ability to block the participant’s number.

<div align="left"><figure><img src="/files/z2Msz8dTQAG6l3v1eXgV" alt="" width="331"><figcaption></figcaption></figure></div>

### Team SMS

If Team SMS is enabled by an administrator, phone users can send or receive SMS messages using Zoom Phone numbers associated with call queues or auto receptionists. This allows you to view SMS messages that are sent to a group of users. You can then reply to the conversation, which prevents other users from replying to the same conversation, and transfer a thread to another user to share information that might have been missed. You can also release a conversation to allow other members to reply.

{% hint style="danger" %}
**Important**

Team SMS requires that each user has a Customer Engagement Pack add-on assigned to their Zoom account.
{% endhint %}

#### <mark style="color:blue;">Receive Team SMS Messages</mark>

Team SMS messages will appear in the SMS tab, just like your regular SMS messages. To access SMS:

1. Sign in to the Zoom Workplace desktop app, Zoom Workplace mobile app, or Zoom Web App.
2. Click or tap the Phone tab, then click or tap SMS.

If you’ve enabled notifications at the system level (Windows, MacOS, Linux, Android, or iOS) and in the SMS conversation settings, you will receive a notification depending on the status of the SMS conversation.

* You will see notifications if no members have clicked Reply to claim the conversation or you’ve clicked Reply.
* You will not see notifications if another member has clicked Reply to claim the conversation.

#### <mark style="color:blue;">Reply to a Message and Claim the Conversation</mark>

Users can reply to messages received by the call queue or auto receptionist to claim the conversation. This prevents other members from replying to the same conversation, while other members can still see the conversation.

To claim a conversation:

1. Open an SMS conversation that belongs to a call queue or auto receptionist. The call queue or auto receptionist display name will appear below the caller ID of the sender.
2. Click Reply at the bottom of the conversation thread. You will see a pop-up notification to confirm.
   1. Note: You will see a notification in the conversation thread if another phone user has chosen to reply, which prevents you from replying.
3. Click Reply to confirm.
4. Enter and send the message.

{% hint style="info" %}
**Note**

Claimed conversations are automatically released after 5 minutes of inactivity.
{% endhint %}

#### <mark style="color:blue;">Release a Conversation</mark>

Users can release a conversion to allow other members to reply to the conversation and claim it. To release a conversation:

1. Open an SMS conversation that belongs to a call queue or auto receptionist. The call queue or auto receptionist display name will appear below the caller ID of the sender.
2. Click Release at the top of the conversation thread.
   1. You will see a pop-up notification to confirm.
3. Click Release to confirm.
4. Once complete, other members will be able to reply to the conversation. If another member replies to the conversation to claim it, there is no effect on the caller ID displayed to the other SMS participant.

#### <mark style="color:blue;">Team SMS Thread Summary with Zoom AI</mark>

If you have a Customer Engagement Pack add-on license, you can summarize an SMS team thread with Zoom AI using the following steps:

1. Open an SMS conversation.
2. In the text box, click the Summarize with Zoom AI icon.
   1. The summary will display within a few seconds after clicking the icon.
3. (Optional) In the dialog box, click Copy to copy the summary to paste it where you need.
4. (Optional) Click the Summarize with Zoom AI icon again to regenerate the summary if you are not satisfied with what was generated.

<figure><img src="/files/RiutRGb62DcLDzI3jtBx" alt="" width="375"><figcaption><p>Example of a threaded team SMS conversation </p></figcaption></figure>

<figure><img src="/files/MnfrFGZnjGP4ett9wYES" alt="" width="563"><figcaption><p>Example of a threaded team SMS conversation summary</p></figcaption></figure>

{% hint style="info" %}
**Note**

You can generate a summary for an SMS thread that happened in the last 24 hours.
{% endhint %}


# Number Porting and Management Field Guide

### Introduction

This document is designed to provide readers with a comprehensive understanding of Zoom Phone's number porting capabilities across all supported regions. Number porting allows you to move your existing numbers from your current provider to Zoom Phone or Contact Center, maintaining the numbers your customers already know while transitioning to Zoom's cloud-based telephony platform.

Understanding the porting process is essential for maintaining business continuity while transitioning to Zoom's platform. Each region has distinct requirements, documentation needs, and activation windows that must be followed precisely to ensure successful number transfers. This guide covers the porting process across North America, Latin America, EMEA, and APAC regions, along with post-porting number management and troubleshooting common issues that may arise during the process.

Need assistance? Visit our [FAQ page](https://support.zoom.us/hc/en-us/articles/360020808292-Common-porting-issues-and-resolutions) for porting activation times, timeframes, and solutions to common issues.

### How to Use this Document

This document is organized to provide information in a logical flow that makes understanding the porting process easier. Throughout this document, we have structured content in several ways:

1. **Regional organization** - Each geographic region (**US/Canada**, **South and Latin America**, **EMEA**, **APAC**) has dedicated sections with region-specific requirements and procedures.
2. **Task-based sections** - Content is organized by what you need to accomplish: Getting Started, regional porting processes, Managing Your Numbers, and Troubleshooting.
3. **Statement-answer format** - Common questions and issues are presented as statements describing your situation, followed by comprehensive answers and solutions.

For example, when you see "*The address on my porting order doesn't match my current provider's records*," you immediately know this section addresses your situation, and the answer provides the exact steps to resolve the issue. We've included detailed requirements, step-by-step procedures, and comprehensive troubleshooting guidance to give you the most complete information available. Links to relevant support articles are provided throughout to give you access to the most current instructions for each process.

***

### What You Need to Know Before Porting

#### <mark style="color:blue;">Prerequisites</mark>

* Number Management admin permissions
* Zoom Phone or Zoom Contact Center license
* Completed the Zoom Phone initial setup
* Your account number from your current carrier (if applicable)
* If it is a wireless number, your 4-digit PIN (required for all wireless ports)

### Key Porting Concepts

#### <mark style="color:blue;">The losing provider</mark>

This is your current service provider — the carrier you pay for the numbers. The name of the losing provider must always be listed on your porting LOA.

#### <mark style="color:blue;">A DID/DDI (Direct Inward Dialing/Direct Dial Inward) block is a set of sequential numbers</mark>

A DID/DDI block is a set of sequential numbers, without any gaps or missing numbers. If the service phone provider has built your numbers as a DID/DDI block on their network, then they may only allow the numbers to be ported away as a DID/DDI block when you leave them.

{% hint style="info" %}
**Note**

The term **DID** (Direct Inward Dialing) is primarily used in the United States, whereas **DDI** (Direct Dial Inward) is used primarily in the rest of the world.
{% endhint %}

#### <mark style="color:blue;">A BYOC (Bring Your Own Carrier) number port moves existing BYOC numbers to native Zoom Phone</mark>

A BYOC to native port allows you to move pre-existing BYOC numbers from BYOC to Zoom Phone.

#### <mark style="color:blue;">Different types of numbers can be ported</mark>

* Local or geographic numbers: Zoom can generally port local numbers in supported countries. The ability to port also depends on whether our porting partners maintain valid interconnect agreements (ICAs) with the local carrier of record.
* Toll-free or non-geographic numbers: Zoom can typically port toll-free numbers in the U.S., Canada, and certain other regions, subject to carrier arrangements and local regulations.

### Additional Resources

* [Common porting issues and resolutions FAQ](https://support.zoom.us/hc/en-us/articles/360020808292-Common-porting-issues-and-resolutions)
* [Submit a porting request](https://support.zoom.us/hc/en-us/requests/new)
* [EROU holder lookup for Toll-Free numbers](https://www.thenumberingsystem.com.au/#!/number-register/search)
* [Switzerland commercial register](http://www.zefix.ch/)
* [How to request a BYOC number port](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067466)
* [Number Porting Zoom support resources](https://support.zoom.com/hc/en/category?id=kb_category\&kb_category=2bb432168720391089a37408dabb35a1)

\
For additional support or questions not covered in this guide, please contact the Zoom Porting team through the web portal or visit our support documentation.

***

{% content-ref url="/pages/jT89tUwrNJx5gZ8y1cAH" %}
[Managing Your Numbers](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/managing-your-numbers)
{% endcontent-ref %}

{% content-ref url="/pages/1YojGBzzj45AMVcojNxz" %}
[US, Canada, and Puerto Rico Porting](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/us-canada-and-puerto-rico-porting)
{% endcontent-ref %}

{% content-ref url="/pages/IWqTCqk3oIhcDmLTDgAd" %}
[South America and LATAM Porting](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/south-america-and-latam-porting)
{% endcontent-ref %}

{% content-ref url="/pages/0mowdhJrSWeHc83riPk1" %}
[APAC Porting](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/apac-porting)
{% endcontent-ref %}

{% content-ref url="/pages/QJn5dzvUBfEhPBYjKY6Q" %}
[EMEA Porting](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/emea-porting)
{% endcontent-ref %}

{% content-ref url="/pages/wUziKHl2d6fXxs4KA64v" %}
[Troubleshooting and FAQ](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/troubleshooting-and-faq)
{% endcontent-ref %}


# Managing Your Numbers

Account owners and admins can manage telephone numbers for Zoom Contact Center and Zoom Phone through the Number Management section located in the left navigation menu of the Zoom web portal. This feature provides admins with a unified experience across Zoom products, providing consistent control over access and roles.

### Requirements for Using the Number Management Feature

* Account owner or admin privileges
* A **Zoom Phone** or **Zoom Contact Center** license
* **Zoom Phone** toll-free license to obtain a toll-free phone number
* User assigned a calling package to be assigned a phone number

### Viewing Your Phone Numbers

1. **Sign in** to the [Zoom web portal](https://zoom.us/signin) with admin privileges.
2. Navigate to **Number Management → Phone Numbers.**
3. You'll see all your numbers with their details.

{% hint style="info" %}
Need to find something specific? Use the search field to look up particular numbers
{% endhint %}

#### <mark style="color:blue;">Understanding Your Phone Number Table</mark>

For specific information in the **Phone Number Table**, [please refer to our support article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074457#h_60222313850311712763891581).

#### <mark style="color:blue;">Getting More Numbers</mark>

1. **Sign in** to the [Zoom web portal](https://zoom.us/signin) with admin privileges.
2. Go to **Number Management → Phone Numbers.**
3. Click **Add Number** (top-left corner) and choose your option:
   * **Get Number**: Obtain a new number from Zoom (useful for expanding to new countries with Virtual Service numbers)
   * **Port Number**: Move existing numbers from another provider
   * **BYOC Number**: Upload your numbers from your third-party carrier provider

{% hint style="warning" %}
**Users outside US, Canada, and New Zealand**

You'll need to provide business address verification documents when buying toll or toll-free numbers.
{% endhint %}

### Assigning Your Numbers

#### <mark style="color:blue;">Contact Center Numbers</mark>

After obtaining a phone number, you can assign it or add it as an entry for a voice or SMS flow. Alternatively, you can [add a phone number as an entry point](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059448), using the Flows page or flow editor.

1. **Sign in** to the [Zoom web portal](https://zoom.us/signin) with admin privileges.
2. Navigate to **Number Management → Phone Numbers.**
3. Find your **Contact Center number** and click the **ellipsis** (**...**)
4. Click **Assign** and choose your destination.
5. **(Optional) Select Voice Flow** and pick from the dropdown menu.
6. **Save** and you're all set!

#### <mark style="color:blue;">Zoom Phone Numbers</mark>

After obtaining a phone number, you can assign it (allowing callers to directly dial a number to reach a [phone user](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069309), [call queue](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064844), [auto receptionist](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061421), [common area phone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061431), or [Zoom Rooms](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0070000)) or add it as an entry for SMS. Messaging is inactive until you activate it by [creating a 10DLC campaign](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059336), getting it approved, and assigning that phone number to the campaign. After assigning a phone number, you can re-assign it to another extension.

1. Navigate to **Number Management → Phone Numbers.**
2. Find your **Zoom Phone** number and click the **ellipsis** (**...**)
3. Click **Assign** and choose your destination.
4. **Search** by name or extension to find exactly what you need.
5. **Save** and you're all set!

#### <mark style="color:blue;">Assigning SMS Campaigns</mark>

1. Navigate to **Number Management → Phone Numbers.**
2. **Select** the phone number you want to assign using the checkbox.
3. Click **SMS Campaigns → Assign.**
4. Choose your campaign from the dropdown menu or create a new one.
5. Complete the **Letter of Authorization (LOA)** form when prompted.
6. **Submit** and you're all set! Allow one business day for activation.

### Number Management Tasks

#### <mark style="color:blue;">Deleting Numbers</mark>

1. Go to **Number Management → Phone Numbers.**
2. **Find** the number you want to delete.
3. **Click** the three dots (**...**) next to it.
4. Select **Delete** and confirm in the pop-up.
   * Note: This removes all assignments and frees up the associated licenses

#### <mark style="color:blue;">Importing Numbers</mark>

1. Go to **Number Management → Phone Numbers.**
2. Click **Import** and choose your option:
   1. **Zoom Phone number assignment**: Upload a CSV file to batch assign numbers to extensions, such as users
   2. **SMS Campaign assignment**: Upload a CSV file to assign numbers to SMS campaigns
   3. **Complete Authorization**: A signed Letter of Authorization (LOA) is required before numbers can be enabled for SMS campaigns
   4. **BYOC Numbers**: Upload a CSV file to add BYOC numbers to customer Zoom accounts
   5. **Zoom Phone BYOC emergency address**: Upload a CSV file to batch confirm BYOC numbers emergency address
   6. **Zoom Phone BYOC emergency address change notification**: Add email addresses to the Target Email List for address change notifications

{% hint style="info" %}
**Note**

When adding numbers to campaigns, **only** assign numbers that you intend to use for SMS with Zoom. If you add a number where SMS is currently being handled by a third-party provider, the SMS functionality will switch over to Zoom.
{% endhint %}

#### <mark style="color:blue;">Exporting Your Data</mark>

1. Navigate to **Number Management → Phone Numbers.**
2. Click **Export** to download a CSV with all your number details.

#### <mark style="color:blue;">Related Features</mark>

Access additional tools via Related Features:

1. Navigate to **Number Management → Phone Numbers.**
2. Select **Related Features**:.
   1. **Plan details**: See your SKUs and licenses
   2. **Main Company Number**: Set your primary Zoom Phone number
   3. **Port History**: View all your US/Canada self-service port orders
   4. **Port-out Verification**: Set up webhook verification codes
   5. **Business Address & Documents**: Manage addresses and upload required documents
   6. **Letters of Authorization**: Download LOAs and view the number's contact information and submission date for the LOA

#### <mark style="color:blue;">Managing Multiple Numbers at Once</mark>

Select multiple numbers (using checkboxes) to perform batch operations:

1. Navigate to **Number Management → Phone Numbers.**
2. **Select** the phone number you want to assign using the checkbox.
3. At the top of the page, you can click the following actions:
   1. **Delete**: Remove multiple numbers simultaneously
   2. **Caller ID Name**: Set caller ID for multiple numbers (U.S./Canada only, excludes toll-free)
   3. **SMS Campaigns**: Assign multiple numbers to campaigns
   4. **Site Management**: Move unassigned Zoom Phone numbers between sites
   5. **BYOC Address Confirmation**: Confirm emergency addresses for applicable BYOC-Premises numbers
   6. **Call Authentication**: Select **Enable** or **Disable** for the [call authentication integration feature](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0081495), which allows customers to use TransUnion’s Spoof Call Protection and Branded Calling features

Caller ID timing note: Phone service providers update caller IDs at different times, so your caller ID name might not show immediately for recipients.


# US, Canada, and Puerto Rico Porting

### Timeframes and Activation Windows

#### <mark style="color:blue;">How Long Will Ports Take?</mark>

These are guidelines and average timeframes and are always subject to change based on losing carrier workload.

* **Standard ports** (100 numbers or fewer): 4-21 days
  * **Most wireless numbers**: 4 business days
  * **Landlines from major providers**: 7 business days
  * **Landlines from smaller providers** (including Canada): 10-21 business days
* **Project porting** (101+ numbers): 3-4 weeks, depending on complexity
  * Our Zoom Phone Enterprise Solutions team can help set proper expectations on a case-by-case basis

#### <mark style="color:blue;">When Will My Port Occur?</mark>

* **Activation time**: Starts at 11:30 a.m. Eastern Time
* **Schedule**: Monday – Friday (except local holidays)

{% hint style="info" %}
**Note**

The porting time cannot be altered. Ensure that you pre-assign porting numbers to ensure a smooth transition.
{% endhint %}

### Local Number Porting

#### <mark style="color:blue;">How to Request a Number Port</mark>

{% hint style="info" %}
**Note**

You can port up to 100 numbers at a time using the Zoom web portal. If you need to port more than 100 numbers, you can [request a project port](#project-port-101-numbers).
{% endhint %}

1. **Sign in** to the [Zoom web portal](https://zoom.us/signin)
2. In the navigation menu, click **Number Management** then **Phone Numbers**.
3. In the top-left corner, click **Add Number**, then click **Port Number**.
4. Click the **Product** dropdown and select the product you want to port the number to (Phone or Contact Center).
5. Enter the numbers and click **Check Portability** to confirm validity.
6. Click **Next**.
7. (**Optional for Zoom Phone**) Enter an existing phone number that will be replaced with the ported number when the porting process is complete.
   * This allows you to use a temporary phone number during the porting process.
   * **Note**: Specifying an existing phone number will not use additional licenses. The number being swapped out will be removed from your account.
8. Click **Next**. You’ll see an online Letter of Agency (LOA) form.
9. Complete the online Letter of Agency (LOA) form using an invoice from the losing carrier:
   * **Billing Telephone Number**: Enter your company's phone number as indicated on the invoice.
     * Do not enter the carrier's phone number.
     * Do not enter a toll-free number.
   * **Company**: Enter the name of your company as indicated on the invoice. Do not enter the name of the carrier.
   * **Authorized Person**: Enter the name of a person authorized to request a port of the numbers.
   * **Address**: Enter the service address. The service address may be different from the billing address.
   * **Account Number** (**Optional**): Enter the account number with your current carrier as indicated on the invoice. This is required for all wireless ports and some VOIP providers.
   * **PIN** (**Optional**): Enter the PIN or password provided by your current carrier. This is required for all wireless ports and some VoIP providers.
   * **CRD** (**Optional**): Specify the customer-requested date, which is the preferred date for porting the number. This date is the best effort and is not guaranteed. If no date is specified, Zoom will request the earliest possible date.
10. Review [common porting errors](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/troubleshooting-and-faq) to minimize delays.
11. Click **Submit**.

Zoom will send a request to your previous provider to validate the information on the LOA. If accepted, the Number Portability Administration Center (NPAC) will work with Zoom Phone and the previous provider to activate the pending port. Once approved, the numbers will be [available to manage in the Zoom web portal](/zoom-workplace/zoom-phone/number-porting-and-management-field-guide/managing-your-numbers).

#### <mark style="color:blue;">Contact the Porting Team</mark>

1. **Sign in** to the [Zoom web portal](https://zoom.us/signin).
2. In the navigation menu, click **Number Management** then **Phone Numbers > Related Features > Port History**.
3. Next to the order you want to contact the porting team about, click the **ellipsis** (**...**)
4. Click **Contact us about this order**.
5. Enter your questions using the message box. Once submitted, the Porting team will reply using email.

#### <mark style="color:blue;">Check Port Status</mark>

1. **Sign in** to the [Zoom web portal](https://zoom.us/signin).
2. In the navigation menu, click **Number Management** then **Phone Numbers**.
3. At the top of the page, click **Related Features** then **Port History**.
4. The status of all self-service ports (placed via the Zoom portal) will appear.
   * **Note**: The current or previous toll-free or project ports will not be displayed.
5. To confirm porting dates, hover your cursor over **FOC (Firm Order Confirmation)**.

### Toll-Free Number Porting

#### <mark style="color:blue;">How to Request a Toll-Free Number Port</mark>

1. **Download** and complete the required [Letter of Agency (LOA)](https://assets.zoom.us/docs/number-port-requests/us-canada/Blank-US-Toll-Free-LOA.pdf).
2. **Submit** your order [here](https://support.zoom.us/hc/en-us/requests/new):
   * **Request type**: Zoom Phone Number Porting
   * **Email address**: Make sure the email address is accurate
   * **Type of Issue**: New Number Port
   * **Porting Country**: Select United States or Canada
   * **Description** (Please make sure the details below are present for a smooth transaction):
     * Zoom Phone Account Number
     * Additional instructions (Optional)
   * **Attachments** (must be dated within the last 30 days):
     * Completed LOA (required)
     * Current copy of the invoice that has the toll-free number(s)
3. Zoom will review and confirm receipt of the request and provide an update as the order progresses.
4. Zoom will send a request to your service provider to validate the information on the LOA, as the transfer request is also dependent on your service provider. Your request will either be approved or rejected:
   * **Rejected**: If rejected, Zoom will inform you that your porting request was unsuccessful. Rejection can occur due to a variety of reasons. The Zoom porting team will provide you with the cause and how to resolve the rejection (which may require contacting your current carrier to resolve the issue).
   * **Approved**: If approved, Zoom will inform you that your porting order has been approved with a date for when your number will be transferred to Zoom, and the numbers will be available on or before the day of port for you to manage in the [Zoom web portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212).

### Project Port (101+ Numbers)

A project port allows you to move more than 100 pre-existing numbers from another carrier to be used on your Zoom Phone account. For in-depth information, check our support article on [Requesting a Project Port (US, Canada, Puerto Rico)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063218).

{% hint style="info" %}
**Note**

If you're having issues during the porting process, see our [troubleshooting section](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061279).
{% endhint %}


# South America and LATAM Porting

### Timeframes and Activation Windows

#### <mark style="color:blue;">How Long Will Ports Take?</mark>

These are guidelines and average timeframes and are always subject to change based on losing carrier workload.

* **All Latin America regions**: Up to 60 days

{% hint style="info" %}
**Note**

Processing time varies based on country-specific regulatory requirements and carrier responsiveness.
{% endhint %}

#### <mark style="color:blue;">When Will My Port Occur?</mark>

* **Mexico**: 2:00-6:30 am Local Time
* **Brazil**: 4:00-6:00 pm Local Time
* **Peru**: 12:00 am-7:00 am Local Time
* **Argentina and Chile**: Time slots provided upon port confirmation
* **Schedule**: Monday – Friday (except local holidays)

#### <mark style="color:blue;">Important:</mark>

* Downtime is to be expected during LATAM number ports.
* It is recommended that porting not be scheduled for a Friday or holiday.
* Once a porting date is provided, porting will be executed within the specified time frame.
* Porting is not yet supported in Colombia, Costa Rica, Ecuador, and Panama. However, new numbers are available to order in these countries.

{% hint style="info" %}
**Note**

Zoom Contact Center porting is available in Brazil, Mexico, and Argentina at this time, and only for toll-free numbers.
{% endhint %}

#### <mark style="color:blue;">Guidelines</mark>

* The information you provide **must match** what is on record with your current provider.
* LOA **must be** hand/wet signed and dated within the last 3 months. Electronically signed LOAs are not accepted in most LATAM countries.
* Your service provider's name *is required* on the LOA.
* Number portability checks can only be carried out once the order is submitted. There may be times when service providers advise that numbers as non-portable.
* You may experience some loss of service to incoming calls during the port activation window while the porting numbers are in progress.
* Once a porting date is provided, porting will be executed in a 6-hour working time frame (maximum of 3 hours downtime). It is recommended that porting not be scheduled for a Friday or holiday.
* If you are porting Contact Center numbers, inform us when you submit your porting request so the Zoom porting team can discuss your requirements.
* If you are porting a combination of Zoom Phone and Contact Center numbers, note this in your ticket.
* You can use the form below to request a migration from Zoom Phone to Zoom Contact Center. Be sure to inform us of the migration request.

### Requirements for Requesting a Number Port

* Account owner or admin privileges
* Zoom Phone license
* Completed Zoom Phone [initial setup](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060257#h_5ae26a3a-290c-4a8d-b3b0-6384ed267b13)
* Completed Contact Center setup (if porting into Contact Center)

### How to Request a Number Port

1. **Download** and complete the required [Letter of authorization (LOA)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938#mcetoc_1iikb3mlc3h) from the respective country.
   * See the [porting guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938#mcetoc_1iikb3mlc3g) if you need help.
   * If you currently have trial/temporary numbers and would like to swap them when the port is complete, please complete the [Number Swap Sheet](https://assets.zoom.us/docs/Number-Swap-Sheet/Number%2BSwap%2BSheet.xlsx). Numbers swapped in will be a like-for-like replacement of the numbers swapped out.
2. **Submit** your order [here](https://support.zoom.com/hc/en/new-request?id=new_request) and make sure to follow the steps below:
   * **Please select your request type**: Zoom Phone Number Porting
   * **Product**: Click the drop-down arrow and make one of the following selections:
     * Zoom Phone: To port phone numbers to Zoom Phone
     * Zoom Contact Center: To port phone numbers to Zoom Contact Center (Brazil/Mexico Only)
   * **Type of issue**: New Number Port
   * **Porting Country**: Select the desired country to port
   * **Porting Number Quantity** (Select the range of quantity of numbers to port):
   * **Description** (Please make sure the details below are present for a smooth transaction):
     * Zoom Phone Account Number
     * Additional details and instructions:
       * Add a note if the order is for the BYOC number port.
       * Let us know if any of the porting numbers are for Contact Center.
       * You can use this form to request a migration from Zoom Phone to Zoom Contact Center (if available).
   * **Attachments**:
     * Completed and hand-signed [LOA](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938#mcetoc_1iikb3mlc3h).
     * Recent telephone bill relating to your porting numbers (should be within the last 3 months).
     * Any other [requirements](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938#mcetoc_1iikb3mlc3i) applicable to the country of port.
3. Zoom will review and confirm receipt of the request and provide an update as the order progresses.
4. Zoom will send a request to your service provider to validate the information on the LOA, as the transfer request is also dependent on your service provider. Your request will either be approved or rejected:
   * **Rejected**: If rejected, Zoom will inform you that your porting request was unsuccessful. Rejection can occur due to a variety of reasons. Zoom's porting team will inform you of the rejection reason. Resolution may require action by you or your current carrier.\
     Note: This may add an undetermined amount of time to your porting request.
   * **Approved**: If accepted, Zoom will inform you that your porting order has been approved with a date for when the number will be transferred to Zoom, and the numbers will be available on or before the day of port for you to manage in the [Zoom web portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212).

#### <mark style="color:blue;">South America and LATAM Porting Requirements</mark>

Please reference our support articles for [Porting Requirements](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938#mcetoc_1iikb3mlc3h) and [additional requirements by country](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066938#mcetoc_1iikb3mlc3i).


# APAC Porting

### Timeframes and Activation Windows

#### <mark style="color:blue;">How Long Will Ports Take?</mark>

These are guidelines and average timeframes and are always subject to change based on losing carrier workload.

* **All APAC regions**: 10-12 weeks

{% hint style="info" %}
**Note**

APAC Porting usually takes months to complete from the day of submission.
{% endhint %}

#### <mark style="color:blue;">When Will My Port Occur?</mark>

* **Singapore**: 2:00-4:00 pm Local Time
* **Australia**:
  * Simple Port (CAT-A): 10:00-11:00 am Local Time
  * Complex Port (CAT-C): Time slots provided upon port confirmation
* **New Zealand**: 10:00-11:00 am Local Time
* **Japan**: 9:00-1:00 pm Local Time
* **Schedule**: Monday – Friday (except local holidays)

{% hint style="info" %}
**Note**

Outside work hours and weekend porting activation are not supported. Downtime is to be expected during APAC number ports.
{% endhint %}

#### <mark style="color:blue;">Guidelines</mark>

* The information you provide **must match** what is on record with your current provider.
* In most APAC countries, the address noted on the LOA **must match** the geographic area code of the porting telephone numbers.
* Porting numbers need to be in the LOA rather than as attachments unless otherwise permitted.
* DDI blocks of numbers may require full port as some countries do not allow blocks/ranges of numbers to be split. Refer to our [FAQ page](https://support.zoom.us/hc/en-us/articles/360020808292-Common-porting-issues-and-resolutions) for more information.
* Number portability checks can only be carried out once the order is submitted.
* You may experience some loss of service to incoming calls during the port activation window.

### Local Number Porting

#### <mark style="color:blue;">How to Request a Number Port</mark>

1. **Download** and complete the required [Letter of Authorization (LOA)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545#mcetoc_1ihgnvb7d4j) from the respective country.
   * See the [country guidelines](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545#mcetoc_1ihgnvb7d4k) if you need help.
   * If you currently have trial/temporary numbers and would like to swap them when the port completes, please complete the [Number Swap Sheet](https://assets.zoom.us/docs/number-port-requests/general/Number+Swap+Sheet.xlsx). Numbers swapped in will be a like-for-like replacement of the numbers swapped out.
2. **Submit** your order [here](https://support.zoom.com/hc/en/new-request?id=new_request\&sys_id=cb06ab4b8702255089a37408dabb3555) and make sure to follow the steps below:
   * **Please select your request type**: Zoom Phone Number Porting
   * **Product**: Select the target product (Zoom Phone or Zoom Contact Center)
   * **Type of issue**: New Number Port
   * **Porting Country**: Select Australia, New Zealand, Malaysia, Singapore, or Hong Kong.
   * **Porting Number Quantity** (Select the range of quantity of numbers to port):
   * **Subject**: Keep as it is.
   * **Description** (Please make sure the details below are present for a smooth transaction):
     * Zoom Phone account number
     * Additional details and instructions:
       * Add a note if the order is for the [BYOC](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061279#h_01F01MPSD4JH1Y5GKB87DZ9700) number port.
       * Provide a target port date if applicable (see the [General guidelines](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545#mcetoc_1ihgnvb7d4i) section).
   * **Attachments**:
     * Completed and signed [LOA](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545#mcetoc_1ihgnvb7d4j) (hand-signed or digital signature).
     * Recent telephone bill relating to your porting numbers (should be dated within the last 30 days).
     * Other documents applicable to the target country (See the [Country guidelines](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545#mcetoc_1ihgnvb7d4k) section).
3. Zoom will review and confirm receipt of the request and provide an update as the order progresses.
4. Zoom will send a request to your service provider to validate the information on the LOA, as the transfer request is also dependent on your service provider. Your request will either be approved or rejected:
   * **Rejected**: If rejected, Zoom will inform you that your porting request was unsuccessful. Rejection can occur due to a variety of reasons. Zoom’s porting team will inform you of the rejection reason. Resolution may require action by you or your current carrier.\
     Note: This may add an undetermined amount of time to your porting request
   * **Approved**: If approved, Zoom will inform you that your porting order has been approved with a date for when your number will be transferred to Zoom, and the numbers will be available on or before the day of port for you to manage in the [Zoom web portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212).

#### <mark style="color:blue;">APAC Porting Requirements</mark>

Visit our support article on [Requesting a number port (APAC) to see up-to-date information on porting requirements](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066545#mcetoc_1ihgnvb7d4j).

### Japan Porting Specifics

Zoom Phone provides comprehensive telephony services in Japan including toll-free and local number porting (both inbound and outbound). For detailed information about Japan-specific procedures including toll-free number porting requirements, local number porting with supported carriers and group scenarios, port-out processes and troubleshooting, and business address configuration in Number Management, please refer to our dedicated Japan telephony guides: [Japan Toll-Free Number Porting Guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080074), [Japan Local Number Porting Guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057593), [Japan Number Port-Out Guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0081234), and [Submitting compliance or business address verification for Japan](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079091).\
\\


# EMEA Porting

### Timeframes and Activation Windows

#### <mark style="color:blue;">How Long Will Ports Take?</mark>

These are guidelines and average timeframes and are always subject to change based on losing carrier workload.

* **UK**: 30 days
* **South Africa**: 45 days
* **Rest of EMEA**: 30-60 days

#### <mark style="color:blue;">When Will My Port Occur?</mark>

Porting windows can last up to 3 hours. The below times are approximate.

* **UK**: 9:00 am Local Time
* **Ireland**: 11:00 am Local Time
* **Germany**: 6:00-8:00 am Local Time
* **Italy**: 6:00 am Local Time
* **Bulgaria**: 9:30 am - 12:30 pm Local Time
* **Rest of EMEA**: Time slots provided upon port confirmation
* **Schedule**: Monday – Friday (except Bank Holidays)

{% hint style="info" %}
**Note**

Downtime is to be expected during EMEA number ports.
{% endhint %}

#### <mark style="color:blue;">Guidelines</mark>

* Copy of telephone bill dated within the last 3 months is required.
* The information you provide **must match** exactly what's on record with your current provider.
* LOA must be hand/wet signed and dated within the last 3 months. Electronically signed LOAs are not accepted in most EMEA countries.
* Please do not redline or amend the LOA template; the format and wording should not be changed.
* Your phone provider's name is required on the LOA.
* LOA needs to be in EU date format (dd-mm-yyyy).
* In some European countries, the address noted on the LOA must match the country of the porting telephone numbers. Please check the porting guidelines for further information.
* All porting numbers need to be noted on the body of the LOA rather than as attachments.
* DDI blocks of numbers may require porting in full as some countries do not allow blocks/ranges of numbers to be split. Refer to our [FAQ page](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061279) for more information.
* Number portability checks can only be carried out once the order is submitted. There may be times when providers advise that numbers as non-portable.
* You may experience some loss of service to incoming calls during the port activation window while the porting numbers are in progress.
* Porting usually takes an average of 30 days from the day of submission.

{% hint style="info" %}
**Note**

Raise one order per LOA / per country of port.
{% endhint %}

### Local Number Porting

#### <mark style="color:blue;">Important Considerations</mark>

* **Do not cancel** your service with the losing supplier, as we cannot port inactive numbers.
* **Plan ahead** and minimize change requests to reduce risks.
* Port activations take place during business hours only in the local country of port.
* In most European countries, the address noted on the LOA must match the geographic area code of the porting telephone numbers.
* We cannot port international mobile numbers in EMEA countries [except for the UK](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_01EH8K7B5NWAN25TYN4TAXRKW8).
* Some carriers do not split blocks/ranges of numbers, therefore they must be ported in full.
* LOAs **must be** hand/wet signed or electronically signed using DocuSign or Adobe.
* Note in your request whether the incoming numbers are Zoom Phone, Zoom Contact Center, or a mix of both.

#### <mark style="color:blue;">How to Request a Number Port</mark>

1. **Download** and complete the required [Letter of Authorization (LOA)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_f2a47b43-28a5-48c7-8240-8379a70095d4) from the respective country.
   * See the [porting guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_65e0ac5c-0833-407d-879f-26f9b787e091) if you need help.
   * Use one LOA template per supplier / per site address for all European countries.
   * If you currently have trial/temporary numbers and would like to swap them when the port is complete, please complete the [Number Swap Sheet](https://assets.zoom.us/docs/Number-Swap-Sheet/Number%2BSwap%2BSheet.xlsx). Numbers swapped in will be a like-for-like replacement of the numbers swapped out.
2. **Submit** your order [here](https://support.zoom.com/hc/en/new-request?id=new_request\&sys_id=cb06ab4b8702255089a37408dabb3555\&ticket_form_id=360000723312) and make sure to follow the steps below:
   * **Please select your request type**: Zoom Phone Number Porting
   * **Your email address**: Type your email address and make sure the email address is accurate.
   * **Product**: Click the drop-down arrow and make one of the following selections:
     * **Zoom Phone**: To port phone numbers to Zoom Phone
     * **Zoom Contact Center**: To port phone numbers to Zoom Contact Center
   * **Type of issue**: New Number Port
   * **Porting Country**: Select the desired country to port
   * **Porting Number Quantity**: Select the range of quantity of numbers to port
   * **Subject**: (Keep it as-is)
   * **Description** (Please make sure the details below are present for a smooth transaction):
     * Zoom Phone Account Number
     * Additional details and instructions
       * Add a note if the order is for the BYOC number port.
       * Let us know if any of the porting numbers are for Zoom Contact Center.
       * You can use this form to request a migration from Zoom Phone to Zoom Contact Center.
   * **Attachments**:
     * Completed and hand/wet signed or electronically signed using DocuSign or Adobe [LOA](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_f2a47b43-28a5-48c7-8240-8379a70095d4). See the Requirements table below.
     * Recent telephone bill relating to your porting numbers' invoice (should be dated within the last 3 months).
     * Any other [required documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_f2a47b43-28a5-48c7-8240-8379a70095d4) applicable to the country of port.
3. Zoom will review and confirm receipt of the request and provide an update as the order progresses. Please ensure you have sufficient licenses in available status in your Zoom Phone account, one license is required per porting number.
4. Zoom will send a request to your service provider to validate the information on the LOA, as the transfer request is dependent on your service provider. Your request will either be approved or rejected:
   * **Rejected**: If rejected, Zoom will inform you that your porting request was unsuccessful. Rejection can occur due to a variety of reasons. The Zoom porting team will provide you with the cause and how to resolve the rejection (which may require contacting your current carrier to resolve the issue).
   * **Approved**: If approved, Zoom will inform you that your porting order has been approved with a date for when your number will be transferred to Zoom, and the numbers will be available on or before the day of port for you to manage in the [Zoom web portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212).

#### <mark style="color:blue;">Additional EMEA Local Porting Requirements</mark>

For up-to-date information, check our [EMEA Requirements table](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_f2a47b43-28a5-48c7-8240-8379a70095d4) and a [list of additional documents needed per country for Local number Porting](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064748#h_ee81f41c-3f85-4550-924f-1ed11d0b21cc).

### Toll-Free Number Porting

#### <mark style="color:blue;">To Port Toll-free Numbers:</mark>

1. **Download** and complete the required [Letter of Authorisation (LOA)](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377#h_f2a47b43-28a5-48c7-8240-8379a70095d4) from the respective country.
   * See the [porting guides](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377#h_65e0ac5c-0833-407d-879f-26f9b787e091) if you need help.
   * If you currently have trial/temporary numbers and would like to swap them when the port completes, please complete the [Number Swap Sheet](https://assets.zoom.us/docs/Number-Swap-Sheet/Number%2BSwap%2BSheet.xlsx). Numbers swapped in will be a like-for-like replacement of the numbers swapped out.
2. **Submit** your order [here](https://support.zoom.com/hc/en/new-request?id=new_request\&sys_id=cb06ab4b8702255089a37408dabb3555) and make sure to follow the steps below:
   * Please select your request type: Zoom Phone Number Porting
   * **Your email address**: Make sure the email address is accurate
   * **Product**: Click the drop-down arrow and make one of the following selections:
     * **Zoom Phone**: To port phone numbers to Zoom Phone
     * **Zoom Contact Center**: To port phone numbers to Zoom Contact Center
   * **Type of Issue**: New Number Port
   * **Porting Country**: Select the desired country to port
   * **Porting Number Quantity**: Select the range of quantity of numbers to port
   * **PCI-PAL**: Please select Yes if you require PCI-PAL (PCI-PAL provides a secure payment solution), select No if you do not require this.
   * **Subject**: (Keep it as-is)
   * **Description** (Please make sure the details below are present for a smooth transaction):
     * Zoom Phone Account Number
     * Additional instructions (Optional)
     * Let us know if any of the porting numbers are for Zoom Contact Center
     * You can use this form to request a migration from Zoom Phone to Zoom Contact Center
   * **Attachments**:
     * Completed and hand/wet-signed [LOA](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377#h_f2a47b43-28a5-48c7-8240-8379a70095d4).
     * Recent telephone bill relating to your porting numbers, which should be dated within the last 3 months.
     * Any other [required documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377#h_f2a47b43-28a5-48c7-8240-8379a70095d4) applicable to the country of port.
3. Zoom will review and confirm receipt of the request and provide an update as the order progresses.
4. Zoom will send a request to your service provider to validate the information on the LOA, as the transfer request is also dependent on your service provider.\
   Your request will either be approved or rejected:
   * **Rejected**: If rejected, Zoom will inform you that your porting request was unsuccessful. Rejection can occur due to a variety of reasons. The Zoom porting team will provide you with the cause and how to resolve the rejection (which may require contacting your current carrier to resolve the issue).\
     Note: This may add an undetermined amount of time to your porting request.
   * **Approved**: If approved, Zoom will inform you that your porting order has been approved with a date for when your number will be transferred to Zoom, and the numbers will be available on or before the day of port for you to manage in the [Zoom web portal](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060212).

#### <mark style="color:blue;">Additional EMEA Toll-Free Requirements</mark>

Refer to our support article for [specific LOAs for the EMEA Region](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377#h_f2a47b43-28a5-48c7-8240-8379a70095d4) and a [list of additional documents needed per country for Toll-Free porting.](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065377#h_ee81f41c-3f85-4550-924f-1ed11d0b21cc)


# Troubleshooting and FAQ

### Best Practices

* **Do not cancel** your telephone service with your current service provider. You may be at risk of losing your telephone numbers if your contract is terminated before the transfer request has been completed.
* The information you provide **must match exactly** what is found on the current carrier's Customer Service Record.
* If you have **broadband** installed on any of your porting telephone numbers, you will lose your broadband service once the number port completes.
* If you have **alarm monitoring services** on any telephone numbers, the port request may be rejected until services are moved or ceased.

### Frequently Asked Questions

#### <mark style="color:blue;">I want to forward my existing numbers to my Zoom Phone account.</mark>

Yes, you can. Contact your current service provider about forwarding to your Zoom Phone account before submitting your porting request.

#### <mark style="color:blue;">My existing service will work during the porting process.</mark>

Your existing service will work as is during the porting process if you do not make any account changes. Once your number has transferred to Zoom, your old service will no longer function.

#### <mark style="color:blue;">I need to know when to cancel my existing service.</mark>

Your service must remain active with your current service provider throughout the number porting process. You will be notified by Zoom once your number has successfully transferred, and you will be able to cancel your service with your old service provider at that time. Please note: Zoom cannot cancel your service on your behalf.

#### <mark style="color:blue;">My porting order is taking longer than expected.</mark>

Porting can sometimes take longer than the standard timeframes, and there are several common reasons why this happens:The usual suspects:

* **Legacy infrastructure** – your numbers might be on older systems (these are called "Complex Ports")
* **Provider migrations** – your current company might be moving to new systems (common with VoIP/Cloud services)
* **Company changes** – mergers, acquisitions, or name changes can muddy the records
* **Provider policies** – some companies have longer response times built into their business rules
* **Volume-related delays** – sometimes it's a busy period for porting

#### <mark style="color:blue;">My port request got canceled.</mark>

Port requests get automatically canceled in a few situations:Common cancellation reasons:

* **No response from you** – if we don't hear back within 15 business days, the system cancels the port request automatically
* **Multiple underlying providers** – your numbers belong to different carriers behind the scenes (common with VoIP/Cloud providers)
* **Multiple locations** – your numbers are registered to different addresses

#### <mark style="color:blue;">My calls are still routing to my old phone system after the port is completed.</mark>

This is actually pretty common and has a technical name: "Residual Translations." Here's what's happening: Your old provider still has your numbers in their network system. They have 24 hours to remove your newly ported numbers, but sometimes they're slow about it. Contact your previous provider directly and ask them to remove the numbers from their network/switch. They can usually fix this quickly once you ask.

#### <mark style="color:blue;">I want to know when I'll get updates about my port.</mark>

Our porting team is proactive about this! We check on your order status with suppliers every four business days and will reach out with updates as soon as we have them. The timing depends on the lead times for your specific region and provider.

#### <mark style="color:blue;">My porting order is going to take a really long time.</mark>

Those lead times aren't arbitrary – they're dictated by each carrier's business rules within government regulations. Your current provider might need extra validation time or have complex back-office processes. We work hard to get responses from losing providers with enough advance notice so you can prepare for your port activation day.

#### <mark style="color:blue;">I want to check my current porting order status.</mark>

Easy! Your phone number status will appear in your Zoom online account about one working day after you submit your porting order – look for "Pending Numbers." You'll also get notifications every 4 business days or whenever we have relevant updates.

#### <mark style="color:blue;">I want to add or remove numbers from my existing porting order.</mark>

Unfortunately, that's not possible. You need to list all the numbers you want to port before submitting the order. If you need to make changes, the entire order has to be canceled and resubmitted, which sets the whole process back to day one.My porting order has a scheduled date, and I want to move it earlier.Expedited porting isn't possible and isn't supported. The dates are set based on carrier availability and regulatory requirements.

#### <mark style="color:blue;">I want Zoom to reverse or undo my completed porting order.</mark>

We can try, but it's not always possible. Porting reversals (snap-backs) aren't universally supported and are dependent on the losing carrier. If the reversal gets denied, you'll need to contact your old service provider to start a new Local Number Portability (LNP) process to move the numbers back to their system.

#### <mark style="color:blue;">I want to request a weekend, evening, or holiday port date.</mark>

Sorry, but we only support port activations on business days, Monday through Friday. No weekend, evening, or holiday port times are available.

#### <mark style="color:blue;">I want to reschedule my porting activation date.</mark>

Yes, but it's complicated. Rescheduling requires withdrawing the existing order and submitting a new one, which sets the entire process back to day one. It's a best-effort basis, and different countries have different advance notice requirements for changes. Most times, the date on toll-free port requests cannot be changed once FOC is provided.Check the country guidelines for specific timing requirements.

#### <mark style="color:blue;">My order was denied, and I need to contact my provider.</mark>

Order denials are actually a normal part of the porting process – don't panic! We'll try to fix most denial reasons without involving you. We'll only ask you to contact your service provider if the denial is due to information mismatches, since we don't have authorization to access your account information due to privacy rules.

### Common Issues

#### <mark style="color:blue;">The address on my porting order doesn't match my current provider's records.</mark>

We'll try to pull records to resolve the mismatch, but if that doesn't work, you'll need to get the correct address information from your provider and send it to us.

#### <mark style="color:blue;">My account number is missing or doesn't match my provider's records.</mark>

Check your most recent bill for the correct account number and send it to us for resubmission.

#### <mark style="color:blue;">My port was rejected because the number appears disconnected.</mark>

All numbers must be active to port successfully. Sometimes numbers appear to be active (i.e. they ring through to the user), but the account status with the current carrier is "inactive" or the numbers are not in a "portable status". This isn't anything that we can assist with, and will need to be worked out directly with the current carrier.Contact your service provider to reactivate the service, then we can try again.

#### <mark style="color:blue;">My BTN (Billing Telephone Number) is incorrect, and the provider can't find my account.</mark>

Contact your service provider to get the correct BTN – this is usually the main number on your account that they use to look up your records.

#### <mark style="color:blue;">My port is being rejected for a name mismatch.</mark>

We'll try to pull a copy of your records to resolve this, but if that doesn't work, you'll need to get the exact name from your service provider.

#### <mark style="color:blue;">There's an issue with my partial port or migration indicator setting.</mark>

We need to update the request type. If you're keeping the main billing number with your old provider but porting other numbers, you'll need to provide a new main billing number.

#### <mark style="color:blue;">A passcode or PIN is required for my mobile port, or the one I provided is invalid.</mark>

Contact your mobile provider to get or update your account PIN. This is required for all wireless number ports, no exceptions.

#### <mark style="color:blue;">There's a pending order preventing my port from proceeding.</mark>

Contact your service provider to resolve or complete the pending order, then we can proceed.

#### <mark style="color:blue;">My account or phone number has a lock or freeze on it.</mark>

Contact your provider to remove the lock or freeze – they're the only ones who can do this.

#### <mark style="color:blue;">I need to provide a copy of my bill, or the one I submitted is outdated.</mark>

Upload a copy of your bill that's dated within the last 45 days (some regions require 30 days or 3 months – check your specific requirements).

#### <mark style="color:blue;">The person requesting the port isn't authorized to make account changes.</mark>

Contact your provider to verify who's authorized to make account changes, then either get authorization for the current person or have an authorized person submit the request.


# Zoom Phone Local Survivability Field Guide

Maintain telephony services during internet outages with the Zoom Phone Local Survivability module.

### Introduction

Zoom Phone is a cloud-based telephony service that is dependent on internet provider connectivity to Zoom’s data centers to operate. However, maintaining telephony services in the event of an internet service failure or a service impacting event is critical for business continuity and operations. To address this, Zoom offers the Zoom Phone Local Survivability (ZPLS) module as a [Zoom Node](#_a2lvsihjp0ek) workload to provide telephony resiliency in the event of an internet outage.

During a survivability event, users register to the ZPLS module, which provides basic telephony services — like internal calling — until full service can be restored. Customers can expand this functionality by integrating the ZPLS module with an on-premises private branch exchange (PBX) system or a customer-provided carrier (BYOC) to route calls across the public switched telephone network (PSTN).

When integrated with an SBC, businesses have the best of both worlds: the simplicity and ease of a cloud-managed phone system, with the survivability and resiliency of on-premises infrastructure when the unforeseen occurs. With ZPLS, businesses can comfortably deprecate *most* legacy, on-premises telephony appliances and migrate to a cloud-based phone system with confidence.

To that end, this guide provides a comprehensive overview and deployment flow to the ZPLS module, including product installation and deployment, design and implementation considerations, feature support, use cases, and more.

### How to Use This Guide

This guide is designed to provide you information in bite-size chunks that makes learning a new product easier. Instead of offering long, tedious paragraphs packed full of information, we have broken content down into shorter summaries, with elaborations in the body for additional information or context.

For example, you will read that, “ZPLS is an on-premises virtual appliance that supports internal phone calls between users in a common site when Zoom data centers are unreachable.” If that statement makes sense to you on its own, you can feel free to skip the text underneath the summary and move onto the next, where you will read, “ZPLS also supports cross-site calling when ZPLS appliances and their associated sites are connected through a common network.”

When you combine these summaries, the bigger picture begins to form:

* *ZPLS is an on-premises virtual appliance that supports internal phone calls between users in a common site when Zoom data centers are unreachable.*
* *ZPLS also supports cross-site calling when ZPLS appliances and their associated sites are connected through a common network.*

If these summaries provide you enough information to understand the product—great! But if you want to know more, there’s additional context and information available underneath each summary.

The full list of pages within this guide follow below and can be visited out of order, if you know which specific content you're looking for:

{% content-ref url="/pages/jMHUVpUc6s7Lerg8771O" %}
[Overview](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/overview)
{% endcontent-ref %}

{% content-ref url="/pages/WwhX7I00HYNDBqJhmqXF" %}
[Before You Begin](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/before-you-begin)
{% endcontent-ref %}

{% content-ref url="/pages/bPzHBir9YapG54VaMPRp" %}
[Deploy the ZPLS Module](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/deploy-the-zpls-module)
{% endcontent-ref %}

{% content-ref url="/pages/mJVriyLRmtjOieB8G22H" %}
[Configure ZPLS for Your Account](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/configure-zpls-for-your-account)
{% endcontent-ref %}

{% content-ref url="/pages/VuHvvQwWkrcjRbIsr62x" %}
[Initialize the ZPLS Module](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/initialize-the-zpls-module)
{% endcontent-ref %}

{% content-ref url="/pages/ihU2IkIXTllhWZp3oZgX" %}
[Confirm the ZPLS Module is Operational](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/confirm-the-zpls-module-is-operational)
{% endcontent-ref %}

{% content-ref url="/pages/FTHFXr5lZ8Wl8eKIJjhG" %}
[Enable Users for ZPLS](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/enable-users-for-zpls)
{% endcontent-ref %}

{% content-ref url="/pages/7WiAcrXg49jQDguXIUy1" %}
[Optional Tasks](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/optional-tasks)
{% endcontent-ref %}

{% content-ref url="/pages/HXJnx68lECziRchCmxE2" %}
[Troubleshooting](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/troubleshooting)
{% endcontent-ref %}


# Overview

### What is Zoom Phone Local Survivability?

#### <mark style="color:blue;">ZPLS is an on-premises virtual appliance that supports internal phone calls between users in a common site when Zoom data centers are unreachable</mark>

The ZPLS module is an on-premises appliance that allows users within the same **site** to place phone calls to each other when Zoom data centers are unreachable. This creates a survivability solution for business continuity in the event of a network outage.

{% hint style="danger" %}
Within this guide, a **site** is a specific term used within Zoom Phone that groups users together under a common identity, like an office location. For some customers, multiple buildings are represented by a single site; for others, each building in a campus may constitute its own site. Customers should be aware of their existing or potential site configurations when considering the ZPLS module due to design considerations mentioned within this article.
{% endhint %}

**ZPLS also supports cross-site calling when ZPLS appliances and their associated sites are connected through a common network**

On its own, a ZPLS appliance (also referred to as a module i.e., a *Zoom Node module*) provides survivability to users within a common Zoom Phone **site**. However, multiple ZPLS modules connected through a local, campus, or wide area network can support cross-site communication, connecting users from different sites during a survivability event so long as the internal network remains operational.

#### <mark style="color:blue;">Customers can integrate ZPLS with an SBC to make and receive PSTN calls when Zoom data centers are unreachable</mark>

Customers can integrate the ZPLS module with a session border controller (SBC) for external public switched telephone network (PSTN) calling when Zoom data centers are unreachable. This allows users with PSTN numbers provided by Zoom or third-party BYOC carriers to receive inbound calls from external parties when call forwarding for survivability is enabled in the cloud, and to place external phone calls regardless of local network conditions or Zoom data center availability; however, internal calling may be limited by site design.

#### <mark style="color:blue;">The ZPLS module is the third-priority registration point for supported devices, preferring Zoom Phone’s primary and secondary SIP zones within the cloud when they are available</mark>

During a routine boot-up process, a Zoom Phone client downloads the DNS SRV records of primary and secondary SIP zones (registration points) located within Zoom data centers. However, for survivability-enabled sites with a ZPLS module, supported client devices are additionally configured with a *third* SRV record, pointing to the IP Address of the site’s module.

#### <mark style="color:blue;">The ZPLS module monitors Zoom Cloud availability through routine OPTIONS pings to site-specific SIP zones</mark>

In the course of normal operations, the ZPLS module is generally inactive within the local network and does not engage in call handling. Instead, the ZPLS module sends routine OPTIONS pings to site-specific SIP zones to monitor active connectivity between locations.

#### <mark style="color:blue;">Survivability mode only engages when both the ZPLS module and client devices are unable to connect to site-specific SIP zones</mark>

A ZPLS module only enters survivability mode when the routine OPTIONS pings between the ZPLS module and the primary and secondary SIP zones fail. Client devices that lose connection with the SIP zones at the same time as the ZPLS module will register to the module, providing there is IP connectivity between the devices. If the ZPLS module maintains connectivity to the Zoom Phone cloud, it will not accept SIP registrations.

#### <mark style="color:blue;">The approximate time to failover to a ZPLS module is approximately three minutes, but may vary depending on the number of devices</mark>

In the event site-specific SIP zones are unreachable, the approximate device failover time to a ZPLS module is within three minutes. However, this time may vary depending on the number of concurrent devices attempting to register to each ZPLS module.

#### <mark style="color:blue;">Desktop clients notify users when entering and exiting survivability mode</mark>

When Zoom desktop clients failover to survivability mode, users receive an alert informing them that they have no internet connection, but phone service is still available.

<div data-with-frame="true"><img src="/files/b6fec470c931a0f2b7a028feffbc63addf12735e" alt=""></div>

Once services are restored, users receive a connection restoration alert.

<div data-with-frame="true"><img src="/files/68b2804178ecb165e8192fa517253040f10377c3" alt=""></div>

{% hint style="info" %}
This alert is unique to Zoom desktop clients; IP phones will not display a failover or fallback alert.
{% endhint %}

#### <mark style="color:blue;">Active calls will drop when survivability mode is engaged and users must manually re-establish the call</mark>

Users involved in an active call when disconnected from their site’s SIP zones will hear a fast busy signal before their call is disconnected. After the disconnect and failover to survivability mode, users must manually re-establish their call.

#### <mark style="color:blue;">Call forwarding can route inbound calls to a BYOC number when survivability mode is active</mark>

During a survivability event, devices with phone numbers registered to the Zoom Phone cloud are not reachable due to the loss of internet connectivity. However, ZPLS customers with an SBC and an independent carrier can establish call forwarding rules in the web portal for direct inward dialing. When enabled, call forwarding rules redirect inbound calls to a Zoom Phone-registered number, to a *separate* number bound to a customer’s on-premises PSTN trunk. This allows customers the flexibility to purchase numbers directly from Zoom while still being able to answer calls directly at a site that has lost connectivity to the cloud.

For example, if a user has the phone number X55-555-5555 registered to Zoom Phone and the user’s site enters survivability mode, the user’s phone number is unavailable from the perspective of the Zoom Cloud. If call forwarding is enabled and their number is called, Zoom Phone can forward the request to their designated forwarding phone number (e.g., X11-111-1111) through the PSTN to the customer’s SBC. Consequently, external callers can reach users within an affected site undergoing a survivability event.

#### <mark style="color:blue;">ZPLS supports Survivability Distribution Groups, providing nuanced call routing capabilities during a survivability event</mark>

ZPLS modules support Survivability Distribution Groups (SDGs) for nuanced call routing configurations during a survivability event. With SDGs, a business can route internal and inbound PSTN calls to an individual user, a group of users (similar to a call queue or shared group), an IVR menu, another phone number, or, if necessary, another SDG.

Although SDGs do not provide the same full-featured functionality as standard-operation call queues, shared line groups, or auto receptionists, SDGs can continue to support a business’ critical call routing needs until normal operations are restored.

An SDG can be added using the **Add Route Group** configuration within the admin portal.

<div data-with-frame="true"><figure><img src="/files/VpSuQ3gwLFgkNyRdrgkb" alt="" width="508"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Internal calls between users in survivability mode continue to be protected by SRTP</mark>

During survivability mode, internal phone calls between users are protected by Secure Real-time Transport Protocol (SRTP) using AES-128 or 256 encryption, depending on [device capabilities](https://support.zoom.us/hc/en-us/articles/360001299063-Zoom-Voice-Supported-Devices).

#### <mark style="color:blue;">Cloud services/routing will restore after the ZPLS module has maintained reliable SIP zone connectivity for approximately five minutes</mark>

Once the client devices and ZPLS module have re-established a connection with the site-specific SIP zones, the approximate recovery fallback time to normal operations is five minutes. This includes a period of time to ensure network connections are stable in the event of intermittent or partial network recovery (flapping). If network connectivity is intermittent, the client devices and ZPLS module will remain in survivability mode until connections are determined to be stable.

#### <mark style="color:blue;">The ZPLS module will upload call detail records for all calls made after exiting survivability mode</mark>

After the ZPLS module has successfully exited survivability mode and SIP zone connectivity is stable, the module will upload call detail records (CDRs) for all calls made in survivability mode. These records are marked in reports as calls that were completed while in survivability mode.

#### <mark style="color:blue;">Sites changes, including adding or modifying users or devices, are synchronized to the ZPLS module once every 10 hours</mark>

Updates to a site configuration through the Zoom web portal, including adding or modifying users or devices, are synchronized to the ZPLS module once every 10 hours. If a downtime event occurs before new configuration changes are synchronized with the ZPLS module, the module will use the last known configuration.

#### <mark style="color:blue;">Customers can test or simulate failover events with Testing Mode</mark>

Customers can simulate failover events for a site by enabling Testing Mode from the web portal. Once testing mode is enabled for a specific site, the ZPLS module must be rebooted to accept client registrations. After, users that sign out and back into their desktop client will automatically register to the ZPLS module as long as testing mode is enabled.

While Testing Mode is active, the ZPLS module will operate as if a failover event is occurring. Internal users can place calls to other users within their site. Additionally, outbound and inbound calls will route through the connected SBC if configured, and inbound calls will follow call forwarding rules if configured and enabled.

After disabling Testing Mode, the ZPLS Module must be rebooted to resume normal network operations.

{% hint style="info" %}
Testing Mode does not apply to IP phone devices. Testing Mode can only be tested with Zoom desktop applications.
{% endhint %}

### Supported Features and Clients

#### <mark style="color:blue;">Available Features in Survivability Mode</mark>

The following list contains supported features from the ZPLS module when survivability mode is engaged:

**Calling Features**

* Internal Extension Dialing
* Full Extension Dialing with Site Code
* Dial From Call History
* DTMF (RFC 2833)
* Adhoc 3-Party Conference
* Call Forwarding\*
* Inbound/Outbound PSTN\*
* Contact Search/Dialing (first 25,000 contacts)
* Dial By Name
* Mute/Unmute
* Hold/Resume Call
* Call Park

**Transfer & Routing**

* Consult Transfer
* Blind Transfer
* Emergency Location Identification Number
* Inter-ZPLS Module Calling

**Survivability Distribution**

* Route to User
* Route to Group Members
* Route to Phone Number\*
* Route to IVR
* Business Hours
* Sequential Ringing
* Simultaneous Ringing
* Audio Prompts

<sub>*\*Requires SBC & BYOC Integration*</sub>

#### <mark style="color:blue;">Unavailable Features in Survivability Mode</mark>

The following list contains features that are not supported when survivability mode is engaged:

* Add/Remove Contact
* Voicemail
* Escalate to Multi-Party Conference (4+ Users)
* Escalate to Meeting
* Call Pickup
* Switch to Carrier
* Nomadic e911 Calling
* Speed Dial
* Monitoring (Barge/Monitor/Whisper)
* Call Delegation
* Intercom
* End-to-End Encrypted Calling (E2EE)
* Auto Receptionist
* Call Queue

#### <mark style="color:blue;">Supported Client Devices</mark>

Refer to our support center for a list of [supported client devices](https://support.zoom.us/hc/en-us/articles/360029698771-Supported-desk-phone-features#h_01GGF32MEZ6DDT3VBE8Y2D6JH3) and [supported firmware versions](https://support.zoom.us/hc/en-us/articles/360001299063-Zoom-Phone-Certified-Hardware).

### Network Ports and Data Flow

#### <mark style="color:blue;">Overview Diagram</mark>

The following diagram demonstrates the network ports and data flows used with a ZPLS module and an SBC configuration.

<div data-with-frame="true"><img src="/files/ab03f43b53bbe0b2b40c9f9433c5055811464100" alt=""></div>

#### <mark style="color:blue;">ZPLS Survivability Firewall Requirements</mark>

The following table lists the network ports utilized by Zoom Phone during normal operations when there is no disruption with connectivity to the cloud. Refer to our support center for a [complete list of IPs](https://support.zoom.us/hc/en-us/articles/201362683-Zoom-network-firewall-or-proxy-server-settings#h_01EEBSGCKBYVB20MCVPR78T0NN) used for the Zoom Phone cloud.

| Transport | Source IP         | Destination IP   | Destination Port | Purpose                          |
| --------- | ----------------- | ---------------- | ---------------- | -------------------------------- |
| TCP       | Zoom Phone Client | Zoom Phone Cloud | 5091             | SIP Signaling Traffic            |
| TCP       | Zoom Phone Client | Zoom Phone Cloud | 443              | Web Traffic - Client Settings    |
| TCP       | Zoom Phone Client | Zoom Phone Cloud | 390              | Directory Search from Deskphones |
| UDP       | Zoom Phone Client | Zoom Phone Cloud | 20000-64000      | SRTP Media Traffic               |
| TCP       | ZPLS              | Zoom Phone Cloud | 5091             | SIP Options Ping (Keepalive)     |
| TCP       | ZPLS              | Zoom Phone Cloud | 443              | Node / OS Management Traffic     |
| TCP       | ZPLS              | Zoom Phone Cloud | 9669             | Call History / Recovery Sync     |
| TCP       | SBC               | Zoom Phone Cloud | 5061             | SIP Signaling Traffic (BYOC)     |
| UDP       | SBC               | Zoom Phone Cloud | 10000-64000      | SRTP Media Traffic (BYOC)        |

The following table outlines the TCP and UDP ports utilized by Zoom Phone when failover to ZPLS is active due to disruption with connectivity to the cloud.

| Transport | Source IP         | Destination IP | Destination Port | Purpose                          |
| --------- | ----------------- | -------------- | ---------------- | -------------------------------- |
| TCP       | Zoom Phone Client | ZPLS           | 5091             | SIP Signaling Traffic            |
| UDP       | Zoom Phone Client | ZPLS           | 20000-64000      | SRTP Media Traffic               |
| TCP       | ZPLS              | SBC            | 5061             | Directory Search from Deskphones |
| UDP       | ZPLS              | SBC            | 20000-64000      | SRTP Media Traffic               |

#### <mark style="color:blue;">BYOC Premises Peering Firewall Requirements</mark>

Customers integrating the ZPLS module with an SBC for external dialing during a survivability event must enable the required ports for premises peering. After configuring a route group, the necessary IP addresses for the route group are available on the web. To access the IPs, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. Click **Account Settings**
4. Locate the option for **Route Groups**. Click **Manage** to load a new page.

   <div data-with-frame="true"><figure><img src="/files/50389fc017b5a4d28d3ed79b5022b2edad2a81e3" alt="" width="563"><figcaption></figcaption></figure></div>
5. On the following page, locate the intended Route Group, and hover over the **"i"** icon.

   <div data-with-frame="true"><figure><img src="/files/f5748111e2539b4a9d044a0b71e46273ce037e0a" alt="" width="563"><figcaption></figcaption></figure></div>
6. Enable the specified IP address and ports within the window as necessary within your network.

   <div data-with-frame="true"><figure><img src="/files/884e99c1773f5b8fa6a10d5cb646c28a3a5d26ab" alt="" width="563"><figcaption></figcaption></figure></div>


# Before You Begin

Getting started with ZPLS.

Before deploying ZPLS within a network, there are several considerations related to user access, site design, signaling and media, and PSTN integrations that should be considered before deployment. The following pages explore these scenarios. After reading, you can expect to understand the implications of high-level technical design to guide your rollout.

***

{% content-ref url="/pages/vEBjXwLLnufpGxlACK6l" %}
[Grant User Access to Roles](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/before-you-begin/grant-user-access-to-roles)
{% endcontent-ref %}

{% content-ref url="/pages/XQumAyPt2BVrr1qt5mOX" %}
[Hardware Deployment Considerations](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/before-you-begin/hardware-deployment-considerations)
{% endcontent-ref %}

{% content-ref url="/pages/htBEt1NDKbpPvMAgzlT9" %}
[PSTN Integration Considerations](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/before-you-begin/pstn-integration-considerations)
{% endcontent-ref %}


# Licensing

Prior to installing and configuring a ZPLS module, an account admin should ensure the necessary licensing is present on the account. Two separate licenses for **Zoom Node** and **Zoom Phone Hybrid** must be listed on the account before proceeding.

An account administrator can verify account licensing through the web portal through the [**Billing**](https://zoom.us/billing) page under the **Account Management** sub-menu, as seen in the following screenshot:

<div data-with-frame="true"><img src="/files/217cb5760f3f87fefc1e46d7424eda49996c5124" alt=""></div>


# Grant User Access to Roles

Account Admin or other custom user roles may require additional role permissions to configure ZPLS within the account. To grants access to ZPLS role permissions, perform the following steps:

1. As an account owner, or an account authorized to edit user roles, sign into the web portal.
2. Under the **User Management** sub-menu, click **Roles**.
3. (**Optional**) If editing a role unique to Zoom Phone management, select the **Phone** tab. Otherwise, edit from the **All** tab.

   <div data-with-frame="true"><figure><img src="/files/116db746252221e59a4e9ac4de3ca8bfba60a641" alt="" width="563"><figcaption></figcaption></figure></div>
4. Click the **pencil icon** to the right of the role you are editing, or click the blue **+ Add Role** button to create a new role.
5. On the following screen, navigate to the subsection **Advanced Features**.
6. Locate the setting for **Zoom Node**, and the sub-setting entitled **Zoom Phone Local Survivability**
7. Assign both the **view** and **edit** permissions to grant configuration access to the role.

   <div data-with-frame="true"><figure><img src="/files/1d0e029f2c057be077d926f1bcbddf39225d8d47" alt=""><figcaption></figcaption></figure></div>
8. Click **Save Changes** to confirm the role permissions.


# Hardware Deployment Considerations

Find instructions for deploying the Zoom Node ZPLS module on virtual machines using supported hypervisors

This page outlines the deployment of the Zoom Node ZPLS module on a virtual machine using supported hypervisors. It provides detailed configuration options tailored to accommodate different hardware capabilities, ensuring optimal performance for various operational needs.

### Supported Hypervisors

#### <mark style="color:blue;">Customers must install the Zoom Node software on a virtual machine running on a supported hypervisor</mark>

As a Zoom Node workload, the ZPLS module must be installed on a virtual machine running the Zoom Node platform, on a [supported hypervisor](https://support.zoom.us/hc/en-us/articles/8427127286157-Deploying-a-Zoom-Node-management-server). More information about Zoom Node as a product can be found [in the Appendix](#_a2lvsihjp0ek).

#### <mark style="color:blue;">Customers can choose one of two configuration options, depending on hardware capabilities</mark>

The ZPLS module supports two configurations, depending on the hardware capabilities of the virtual machine. These capabilities are listed below:

|                              | Configuration Option 1                       | Configuration Option 2                        |
| ---------------------------- | -------------------------------------------- | --------------------------------------------- |
| **Hardware Specs**           | <p>8 CPU</p><p>16 GB RAM</p><p>80 GB HDD</p> | <p>16 CPU</p><p>16 GB RAM</p><p>80 GB HDD</p> |
| **Total Registrations**      | 2000                                         | 5000                                          |
| **Maximum Concurrent Calls** | 240                                          | 480                                           |
| **Calls Per Second**         | 2                                            | 4                                             |
| **Registrations Per Second** | 60                                           | 400                                           |

{% hint style="info" %}
If the number of endpoints within a survivability-enable site exceeds a site’s deployment capabilities, the ZPLS module will process registrations on a first come, first served basis. Customers are advised to add additional modules, or use the Zoom Phone Policy setting [**Local Survivability Mode**](#_ah8xua8wdq10) to prioritize which users support survivability failover.
{% endhint %}

### Module Scaling and Resiliency

#### <mark style="color:blue;">ZPLS modules support clustering for additional scaling and/or resiliency</mark>

Customers can group ZPLS modules together with up to 20 modules per-site (or 100 total Node devices per-account) for additional redundancy or scaling.

{% hint style="info" %}
This feature is current in beta and requires a technical support ticket to be enabled.
{% endhint %}

#### <mark style="color:blue;">Scaling increases a site’s supported device capabilities</mark>

Expanding the number of ZPLS modules enhances the capabilities of each site linearly for every additional module. For example, if one module supports a total of 5,000 registrations, deploying five modules will elevate the support to 25,000 registrations.

#### <mark style="color:blue;">Redundancy adds additional modules for resiliency, but does not scale a site’s device capabilities</mark>

When a ZPLS module is utilized for redundancy purposes, the redundant modules do not contribute to the total number of supported extensions. Instead, the modules are on “hot standby,” and will only engage if primary modules fail. For example, one primary and one redundant module support a total of 5,000 registrations, so if a primary module fails, the redundant module is not oversubscribed with devices beyond its supported limit.

#### <mark style="color:blue;">Example of Deploying ZPLS with Scaling and Redundancy</mark>

For convenience, the following example demonstrates deployment with additional scaling and redundancy.

{% hint style="success" %}
**Example**:

A hospital is required to support up to 10,000 registered extensions for survivability. To achieve this, the hospital is deploying four ZPLS modules.

The first two modules are capable of supporting 5,000 registrations each, resulting in a total capacity of up to 10,000 registrations. However, recognizing the importance of resiliency, the hospital is also deploying two additional modules as redundant backups to the primary modules.

In this scenario, the hospital now has primary and secondary survivability hardware deployed. Now, if a primary module encounters a failure, the redundant module(s) will take over to maintain uninterrupted service, while continuing to support up to 10,000 registered devices.
{% endhint %}

### Site Design Considerations

#### <mark style="color:blue;">Sites group Zoom Phone users together by location for common telephony settings and policies</mark>

A **site** is a specific term used within Zoom Phone that groups users with shared characteristics — like a common access code, address, SIP Zone, department, or policies — into a single, manageable group within the Zoom web portal. For some customers, a single site may represent all users within their business, and can span multiple buildings within a campus or location; for others, multiple sites may be required depending on your business needs. For more information on sites or site management, [refer to Zoom’s support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069716).

#### <mark style="color:blue;">Zoom Phone supports single-site and multi-site designs</mark>

There are two primary designs for configuring Zoom Phone sites within an account:

1. **Single-site**: Representing all users within an account, potentially spanning multiple buildings or locations, within a single Zoom Phone site.
2. **Multi-site**: Representing segments of users by location, building, department, or function separately, each with their own site.

<div data-with-frame="true"><img src="/files/c61fd5b037c9572138174c7b77338243b840d992" alt=""></div>

{% hint style="info" %}
Account admins of current Zoom customers can check their current site design through the [**Company Info**](https://zoom.us/pbx/page/telephone/settings#/settings/multi-sites?page_number=1\&page_size=15\&keyword=) page, available in the **Phone System Management** menu on the web portal.
{% endhint %}

#### <mark style="color:blue;">Each ZPLS module can only be associated with one site at a time</mark>

As previously mentioned, a ZPLS module is the [third-priority registrar](#_7itj40mx1dut) for supported devices, behind primary and secondary SIP zones. Because devices receive their SRV lists during the bootup process, and these lists are tied to their site’s setting, **each ZPLS module can only be associated with one site at a time**.

#### <mark style="color:blue;">Each site can support up to 20 ZPLS modules concurrently</mark>

Although each ZPLS module can only be associated with one site at a time, a site can support up to 20 ZPLS modules in one group, expanding the survivability capabilities of each site.

{% hint style="info" %}
This feature is current in beta and requires a technical support ticket to be enabled.
{% endhint %}

#### <mark style="color:blue;">ZPLS modules support cross-site calling if the modules are connected to a common network</mark>

ZPLS modules from different sites support cross-site calling during a survivability event so long as the devices are discoverable within the local network. For instance, if a business campus has three buildings, each with their own phone site, the ZPLS modules from each site can connect site-to-site calls across the campus area network.

{% hint style="info" %}
This feature is current in beta and requires a technical support ticket to be enabled.
{% endhint %}

#### <mark style="color:blue;">Before deploying ZPLS, accounts should understand which site configuration is best-suited to their needs</mark>

Because each ZPLS module can only be associated with one site at a time, site design is one of the most important factors when deploying the ZPLS service within an account. For this reason, customers should understand which site configuration is best for meeting their practical business and survivability needs, as each additional site enabled for survivability will require at least one additional ZPLS module.

#### <mark style="color:blue;">A single-site design is easier to manage and provides survivability with a single ZPLS module, but offers less flexibility for user settings and policies</mark>

A single-site design helps streamline the management of Zoom Phone settings and policies by consolidating all users within an account under a single, unified group. This single user group offers businesses straightforward administration and reduced complexity, simplifying the management process. Additionally, a single-site design can offer local phone survivability with a single ZPLS module, so long as the site’s users do not exceed the [capabilities of a single-module](#_rx0i1j9xofnc).

However, the simplicity of a single-site design naturally includes limitations. Specifically, single-site designs offer less flexibility due to their “one size fits all” nature, which may not suit all deployment scenarios across multiple departments with varying needs. Further, single-site deployments may be vulnerable in certain survival scenarios if the [local network fails](#_gzpf5m70jl3i).

#### <mark style="color:blue;">A multi-site design offers more flexibility for user settings and policies, but requires one ZPLS module for every survivability-enabled site and is more complicated to manage</mark>

A multi-site design offers businesses additional flexibility in user settings and policies by separating users into various groups with granular setting controls. This design empowers organizations to intricately adjust communication configurations to meet specific requirements across diverse sites, resulting in a more refined and adaptable user experience for various departments, scenarios, or needs. Additionally, multi-site deployments can support [cross-site communication](#_a42hwaw1pfmx) if the sites are connected through a common network.

However, managing a multi-site design demands careful attention to the intricacies of each site's unique requirements, which may require a higher level of administrative effort. Further, because each ZPLS module can only be assigned to one site at a time, each survivability-enabled site will require one ZPLS module and license, which may contribute to a more resource-intensive setup.

{% hint style="info" %}
In a multi-site design, customers have the flexibility to choose which sites will be configured for survivability. Sites *without* a ZPLS module will remain unable to make or receive calls until standard connectivity is restored.
{% endhint %}

### Network Failures

#### <mark style="color:blue;">Survivability may be impacted if a site’s local network fails</mark>

Although ZPLS modules are designed to provide local phone survivability during service-impacting events, survivability can be impacted if a site’s local network fails. These scenarios are outlined in the following two sections.

#### <mark style="color:blue;">Single-Site Local Network Failure</mark>

In a single-site design, one or more buildings are connected through a local or campus area network, and are represented by a single site within Zoom Phone. This configuration assumes a common network between all users and buildings within a location, without any external network dependencies (e.g., the Internet) for cross-building communication.

With this site design, a business can provide local survivability to all users within a single site or location with as little as one ZPLS module; however, this design is vulnerable in the event of a local or campus network outage that affects cross-building communication. The following example describes how a local network failure can affect a single-site deployment.

<div data-with-frame="true"><img src="/files/0719f93cad10a5e6cccd2faadeaf1f2710ce1439" alt=""></div>

{% hint style="success" %}
**Example:**

A company is deploying the ZPLS module for a single Zoom Phone site, made up of buildings A, B, and C, which are connected through a campus area network. The ZPLS module is operating in Building A and is **not** connected to an SBC for external calling across the PSTN.

In the event of an external internet service failure or service-impacting event, any user contained within the site can call another user within the *same* site, so long as both users maintain connectivity to the ZPLS module through the campus area network.

However, in the event of a campus area network outage, users within buildings B and C cannot place calls while the ZPLS module within Building A is unreachable. Consequently, users within buildings B and C must wait until the campus area network is restored for survivability calling.
{% endhint %}

The following table demonstrates Zoom Phone survivability in a multi-building single-site design:

| Calls originating from building | Can reach these locations during an external Internet failure | Can reach these locations during a campus network failure |
| ------------------------------- | ------------------------------------------------------------- | --------------------------------------------------------- |
| Building A (ZPLS Host)          | ☑️Buildings A, B, and C                                       | ☑️ Building A *only*                                      |
| Building B                      | ☑️Buildings A, B, and C                                       | ✖️                                                        |
| Building C                      | ☑️Buildings A, B, and C                                       | ✖️                                                        |

#### <mark style="color:blue;">Multi-Site Local Network Failure Without an SBC</mark>

In a multi-site design, each building or location (e.g., floor, satellite office, etc.) is independently represented by a unique site within Zoom Phone. This configuration assumes that each site has a ZPLS module, and that the sites are connected through a common campus area network.

With this site design, each site supports their own ZPLS module, allowing users within the same building to call each other when survivability mode is engaged. Further, when multiple sites with a ZPLS module are connected through a common network, users can call users at \_other\_sites, so long as the local network remains operational. However, this design is vulnerable in the event of a campus area network outage that affects cross-building communication. The following example describes how a campus network failure can affect a multi-site deployment.

<div data-with-frame="true"><img src="/files/79a8fb7428ad568c7038786c511b5964e50bc1cb" alt=""></div>

{% hint style="success" %}
**Example:**

A company is deploying the ZPLS module within their multi-building campus, made up of buildings A, B, and C. Each building is a unique site within Zoom Phone, and maintains a site-specific ZPLS module. All buildings within the campus are connected through a campus area network that does not depend on external internet service for cross-building communications.

In this example, in the event of an external internet service failure, campus network outage, or service impacting event, any user located within a site can call another user located within the same site. However, because each building is a unique site and users register to their site-specific modules, if the campus network fails, the ZPLS modules cannot transport cross-site calls. Instead, users will be limited to placing calls to other users within their local site.
{% endhint %}

The following table demonstrates Zoom Phone survivability from the above example in a multi-site design with an inter-connected campus network:

| Calls originating from building | Can reach these locations during an external Internet failure | Can reach these locations during a campus network failure |
| ------------------------------- | ------------------------------------------------------------- | --------------------------------------------------------- |
| Building A (ZPLS Host)          | ☑️ Buildings A, B, and C                                      | ☑️ Building A                                             |
| Building B (ZPLS Host)          | ☑️ Building A, B, and C                                       | ☑️ Building B                                             |
| Building C (ZPLS Host)          | ☑️ Building A, B, and C                                       | ☑️ Building C                                             |

#### <mark style="color:blue;">If a local network fails, cross-site calling is also supported through the PSTN, provided each site is connected to an SBC and has call forwarding enabled</mark>

In the event of a local network failure, customers with a multi-site design that integrates the ZPLS module with an SBC and PSTN connectivity at each site can enable site-to-site calling if [call forwarding is enabled](#_2v7qst7vxwaa). When configured, phone calls placed during survivability mode will route from the user’s client to the PSTN, to the second site’s SBC and ZPLS module, finally arriving at the callee’s device. The following diagram provides an overview of this configuration:

<div data-with-frame="true"><img src="/files/899ed04d69e3015a78932c40c741426c1713f919" alt=""></div>

{% hint style="danger" %}
This configuration **requires** E.164 phone number processing on the configured SBCs.
{% endhint %}

The following table also demonstrates Zoom Phone survivability in a multi-site design with independent SBCs:

| Calls originating from building | Can reach these locations during an external Internet failure | Can reach these locations during a campus network failure |
| ------------------------------- | ------------------------------------------------------------- | --------------------------------------------------------- |
| Building A (ZPLS Host)          | ☑️Buildings A, B, and C                                       | ☑️Buildings A, B, and C                                   |
| Building B (ZPLS Host)          | ☑️Buildings A, B, and C                                       | ☑️Buildings A, B, and C                                   |
| Building C (ZPLS Host)          | ☑️Buildings A, B, and C                                       | ☑️Buildings A, B, and C                                   |

#### <mark style="color:blue;">Nomadic users always register to the ZPLS module associated with their home site</mark>

When users or devices are added to Zoom Phone, a “home” site is statically associated with the user or device until otherwise updated by an account administrator. This means that if a user moves to a physical location outside of their associated home site, like an office building associated with a different site, Zoom will not dynamically adjust the site bound to the user. Consequently, if the user loses connectivity to Zoom Phone data centers, the user will attempt to register to the ZPLS module associated with their home site, even if they are in a different location.

{% hint style="success" %}
**Example:**

A user in a multi-site campus is based at Building A (Site A), and temporarily moves to Building B (Site B) for a meeting. While they are in Building B, a service-impacting event occurs, and survivability mode is engaged. Although the user is located within Building B, because Site A is their home site, the user’s client will attempt to connect to the ZPLS module provisioned at their home site within building A.

In this scenario, a user’s survivability status is determined by the user device’s ability to register to the ZPLS module within their home site across the campus area network. If the campus area network is down while the user is away from their home site, the user cannot benefit from the survivability module.
{% endhint %}


# PSTN Integration Considerations

This section applies to customers who are considering integrating the ZPLS module with an SBC and PSTN connection for additional survivability. Customers who do not plan to integrate the ZPLS module with PSTN connectivity may bypass this section without consequence.

### SBC Integration Considerations

#### <mark style="color:blue;">SBC Requirements</mark>

To integrate an SBC with Zoom for survivability, an SBC must meet the following requirements:

* TLS 1.2 and SRTP
* Support for Mutual TLS
* Session Initiation Protocol (SIP)
* DTMF (RFC-2833)
* Topology hiding (RFC-5853)
* SIP Early Offer (**mandatory**)
* Opus, G.711 μ-law, G.711 A-law and G.729 codecs

#### <mark style="color:blue;">PSTN integrations require an SBC and a reliable third-party provider</mark>

For PSTN connectivity, customers must provide a session border controller (SBC) connected to either a legacy connection, or a SIP trunk with a cellular or alternate connection (e.g. DSL). Customers should keep in mind that any SIP trunks deployed at the SBC may be dependent on the same internet service that is undergoing an outage. Because of this possibility, customers should consider a reliable, tertiary connection for PSTN connectivity.

#### <mark style="color:blue;">Any Zoom Phone BYOC-certified SBC can be used</mark>

Any session border controller (SBC) that is [certified for Zoom Phone](https://support.zoom.us/hc/en-us/articles/360001299063-Zoom-Phone-Certified-Hardware#h_ec5008d4-3581-46e7-a06d-32599511d089) can also be used with the ZPLS module. Customers on an existing Zoom Phone BYOC plan do not require an additional or separate SBC for the purposes of survivability.

#### <mark style="color:blue;">Zoom’s DigiCert certificates must be installed on the SBC</mark>

In order to establish TLS connectivity to both the ZPLS module and Zoom cloud, Zoom’s [DigitCert root and intermediate certificates](https://support.zoom.us/hc/en-us/articles/360044092031) must be installed on the SBC.

#### <mark style="color:blue;">SBCs must route inbound calls to Zoom Phone data centers as first and second routing choices, and the ZPLS module third</mark>

Customer SBCs must route inbound calls from the PSTN to primary and secondary SIP zone before attempting the ZPLS module. With this configuration, calls will only route to the ZPLS module during a survivability event, as the SBC and Zoom Phone data centers should otherwise maintain steady connectivity.

Failure to follow this logic may result in call delivery failures, as the ZPLS module cannot route calls to cloud-registered devices.

{% hint style="info" %}
Once the Zoom Phone cloud is available following a survivability event, an SBC may temporarily attempt to route BYOC numbers to the Zoom cloud while the affected number’s client device is registered to the ZPLS module. Should this occur, call routing will follow the settings for [**When a Call is Not Answered**](https://support.zoom.us/hc/en-us/articles/360059966372-Customizing-call-handling-settings#h_86f4bf1b-51ea-4d70-9e40-4a84a5ca1c2c) during this interim period.
{% endhint %}

#### <mark style="color:blue;">Outbound calls from the ZPLS module must route to the SBC and PSTN SIP trunk</mark>

When survivability mode is active, calls from ZPLS into the SBC must route to the PSTN SIP Trunk to establish external phone connections. All calls to numbers that are not registered to the ZPLS module are sent to the SBC configured for survivability in E.164 format.

### Call Forwarding Local Survivability Considerations

#### <mark style="color:blue;">During a survivability event, phone numbers provided by Zoom Phone will not be externally reachable unless they are re-routed through call forwarding</mark>

During a survivability event, phone numbers provided by Zoom will not be externally reachable from the perspective of the cloud. Consequently, users located within affected locations may be unreachable unless calls to their primary numbers are forwarded to an alternative number associated with an on-premises SBC.

{% hint style="info" %}
Common examples of impacted numbers may include numbers assigned to: Users, Common Areas, Auto Receptions (AR), Shared Line Groups (SLG) and Call Queues (CQ).
{% endhint %}

#### <mark style="color:blue;">Customers using a on-premises based BYOC do not require advanced configurations, and can bypass call forwarding by adding a tertiary route to their ZPLS module from their SBC</mark>

Customers using an on-premises based BYOC plan (i.e., customers that do not use Zoom Phone-registered numbers) do not require advanced configurations to enable call forwarding. Instead, BYOC customers can add a tertiary route to the ZPLS module from the premises-based SBC.

#### <mark style="color:blue;">Call forwarding configurations are set by an admin or authorized user from the web portal</mark>

An account admin or authorized user can [configure call forwarding logic](#_1od0waijmvaz) from the web portal through [manual entry or a bulk CSV upload](#_aezu04x8z043).

#### <mark style="color:blue;">Users configured for call forwarding will have three assigned numbers</mark>

After applying a BYOC number to a user for call forwarding survivability, the client device will be assigned *at least* three numbers:

1. An internal extension with site code prepended
2. A Zoom-provided PSTN number
3. A BYOC PSTN number

<div data-with-frame="true"><figure><img src="/files/595a508ad61817ea0732baf934ef24d0828d9338" alt="" width="375"><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Phone numbers can be forwarded to a maximum of one BYOC number</mark>

Each Zoom Phone number can be forwarded to a maximum of **one** other BYOC number. However, you can forward multiple phone numbers to the same BYOC number.

For example, if John is assigned the phone number X55-555-5555, John’s phone number can be forwarded to his building’s operator number at X99-999-9999. Similarly, John’s coworkers can also have their numbers (X55-555-5554, X55-555-5553, etc.) forwarded to X99-999-9999. Alternatively, each user can have their phone number forwarded to a completely unique number, such as X55-555-5554 routing to X99-999-9998, and X55-555-5553 routing to X99-999-9997. However, no individual user can have their number forwarded to both X99-999-9999 and X99-999-9998.

#### <mark style="color:blue;">Call forwarding must remain disabled until a survivability event occurs</mark>

Although an administrator can pre-provision call forwarding logic for a site ahead of time, call forwarding functionality must remain disabled until a survivability event occurs. If call forwarding is enabled during routine operations, all inbound calls to a Zoom Phone-registered number will be re-routed to the on-premises SBC and the associated BYOC phone number, bypassing Zoom Phone services. Therefore, to maintain regular Zoom Phone routing, call forwarding must be disabled during routine operations.

#### <mark style="color:blue;">Call forwarding can only be enabled by an authorized user or admin with a working internet connection</mark>

During a survivability mode event, a site’s internet connection is assumed to be unavailable. However, because call forwarding must remain disabled for standard operation, it can only be enabled by an authorized user or admin with a working internet connection like a phone data plan, or an alternate internet connection within a different location.

{% hint style="info" %}
To minimize downtime and ensure business continuity, Zoom recommends businesses establish reliable procedures for enabling call forwarding logic from the web portal during a survivability event.
{% endhint %}

#### <mark style="color:blue;">Call forwarding rules can apply to entire site or for individual numbers</mark>

During a survivability event, an administrator or authorized user can enable call forwarding rules for the entire site or for specific numbers from the web portal.

#### <mark style="color:blue;">Once call forwarding is enabled for a user’s phone number, Zoom will not ring a user’s cloud-registered client, even if it maintains an independent cloud connection</mark>

When call forwarding is enabled for a Zoom Phone-registered number, Zoom will not attempt to route any call to the user through the cloud. Consequently, even if an impacted user has a cloud-registered device like a mobile phone, if the phone number is marked for call forwarding, all calls will route through the PSTN to the company’s SBC.

For example, a site is experiencing a survivability mode event and a user’s mobile phone is connected to the Zoom Phone cloud through their cellular provider’s data connection. If a user’s phone number is marked for call forwarding, the Zoom Phone cloud **will not** ring their Zoom Phone number through the mobile app, despite the stable connection. Instead, all calls will continue to route through the PSTN to the customer’s SBC.

#### <mark style="color:blue;">If call forwarding is not enabled for a user during a survivability event, incoming calls will follow each user’s call handling preferences</mark>

If call forwarding is not enabled during a survivability event, incoming calls will be treated according to the [call handling logic](https://support.zoom.us/hc/en-us/articles/360059966372-Customizing-call-handling-settings) for each individual user. If a user does not have a backup phone client registered to the cloud, like a mobile phone, callers will be subject to the rules defined by the **When a call is not answered** section of call handling preferences.

#### <mark style="color:blue;">Call forwarding only applies to incoming PSTN calls</mark>

Call forwarding for survivability only applies to calls routed across the PSTN and/or Zoom Phone cloud. Calls originating from Zoom-registered extensions within the same site will attempt to connect through the ZPLS module first, and the PSTN second if an SBC is connected. Calls that cannot connect will otherwise be subject to the treatment defined by the **When a call is not answered** section of the Call Handling rules within a user’s phone settings.

### Call Forwarding Flow

The following diagram details the logic for call forwarding (once enabled) during a survivability event. This logic will remain in effect until call forwarding is disabled or standard operations are restored. However, if call forwarding remains enabled *after* standard operations are restored, forwarded calls will hairpin from the Zoom Phone cloud, to the SBC, and back to the cloud, before being delivered to a user’s device. For this reason, call forwarding should be disabled promptly after a survivability event.

<div data-with-frame="true"><img src="/files/33cd7f704dd3e79f256e0b6d66564ffe50bcc0c0" alt=""></div>

1. An external caller initiates a call to a Zoom Phone-registered number, and is routed across the PSTN.
2. The call is routed to the Zoom Phone cloud, and the dialed phone number is identified as impacted by call forwarding.

{% hint style="info" %}
If call forwarding is not enabled, Zoom Phone will follow the **When a call is not answered** logic for that particular user or extension.
{% endhint %}

3. Because call forwarding is enabled, Zoom will not attempt to alert the user and will instead redirect the call toward the designated call forwarding number across the PSTN.
4. The call is routed from the PSTN to the survivability SBC.
5. The survivability SBC forwards the call to the ZPLS module.
6. The ZPLS module forwards the call to the user’s registered client(s), if connected.

### Emergency Location Identification Number (ELIN) Considerations

#### <mark style="color:blue;">An ELIN is a site-exclusive phone number that communicates location information to emergency services when dialed</mark>

An Emergency Location Identification Number (ELIN) is a dedicated phone number that is used by Public Safety Answering Points (PSAP) to identify the physical address of a caller when calling emergency services. For this feature, businesses must work with their PSTN service provider to map an address to a telephone number, to help ensure the address is listed within an automatic location identification (ALI) database when the call is received by a PSAP operator.

For example, consider a university campus that spans multiple buildings, with each building represented by a separate Zoom Phone site. If a user dials emergency services during a survivability event from a phone or device [associated with the site](#_ggwzik1hd9xi), emergency services will automatically receive the full address on record for the site, providing the location is configured and up to date with the service provider.

#### <mark style="color:blue;">Each site can support multiple ELINs</mark>

Customers can assign multiple ELINs to a site for a pool of emergency number resources. In the event of an emergency during a survivability event, this will allow multiple callers to each have a uniquely assigned ELIN, which can help emergency services reach the original caller if returning a call.

Additionally, an ELIN can be assigned to a user or a common area phone, providing a more granular ELIN assignment than the site-level, offering a more precise location for emergency services.

#### <mark style="color:blue;">During a survivability event, all emergency calls are replaced by the ELIN</mark>

When a user makes an emergency call during a survivability event, the user’s calling number, if one is available, will be replaced with the ELIN that is designated at the site level. This allows users who do not have a direct number to call emergency services and be reachable for callback from the emergency operator.

#### <mark style="color:blue;">An ELIN number must be a BYOC number associated with the site’s SBC PSTN trunk</mark>

A site’s ELIN **must** be a BYOC number that is terminated on a PSTN trunk that is located at the site’s failover SBC. No other type of number can be used.

#### <mark style="color:blue;">The ZPLS module will automatically route emergency provider calls to the ELIN back to the user’s extension who originally dialed for up to 2 hours</mark>

If an emergency operator returns a call to the ELIN, the ZPLS module will route the call back to the original user who made the emergency call. The ZPLS module will continue to route PSAP callbacks to the original caller for up to 2 hours. At this time this functionality is limited to the first caller.

#### <mark style="color:blue;">Once a phone number is designated as the ELIN, it cannot be assigned to a user or device</mark>

Once an administrator has assigned a BYOC number as the designated ELIN for a site, the BYOC number cannot be assigned to any user or other Zoom Phone entity unless it is unassigned.

#### <mark style="color:blue;">Customers are responsible for maintaining and updating physical addresses associated with their ELIN for each site</mark>

Zoom does not take responsibility for updating BYOC carriers with physical addresses that correlate to each ELIN. Customers are responsible for ensuring emergency addresses are correctly mapped to the appropriate physical address.

### PSTN Routing Considerations

#### <mark style="color:blue;">When survivability mode is active, media packets are routed through the ZPLS module</mark>

When survivability mode is enabled, clients do not communicate directly with an SBC or other internal clients; instead, media packets are anchored or “hairpinned” through the ZPLS module, with no support for media offloading.

The following diagram depicts the signaling and media path for active internal and external calls.

<div data-with-frame="true"><img src="/files/ad1bdea8f4e3683380ae9a57be017d2015b322c5" alt=""></div>

#### <mark style="color:blue;">Calls will attempt to route locally first</mark>

Whenever possible, the ZPLS module will attempt to route calls originating from registered Zoom clients to locally registered destinations. Calls are only forwarded to the SBC if the destination contained within the Request URI field of the incoming SIP Invite does not match a registered extension.

{% hint style="info" %}
A registered extension is a short extension without the site code, a long extension with the site code, an assigned Zoom-registered number, or an assigned BYOC number. Administrators should keep in mind the ZPLS module updates this data [once every 10 hours](#_54gf3fuxcnk5).
{% endhint %}

#### <mark style="color:blue;">During a survivability event, external, outbound calls will display the user’s BYOC number</mark>

During a survivability event, external, outbound calls from ZPLS-registered devices will contain the BYOC Calling Number. The following diagram depicts survivability mode call flow for a user:

<div data-with-frame="true"><img src="/files/5d97bd7aa08bc02ddbf6a752f8d8d25c79c3eb2d" alt=""></div>

#### <mark style="color:blue;">Returned calls may route to a user’s BYOC number</mark>

Because external, outbound calls placed during a survivability event will use a BYOC number, external callers may return a call using a BYOC number instead of a user’s Zoom-registered phone number. If the survivability event is over, calls will route back through the cloud [if the correct routing priority is configured](#_zgofkpkt74xr). However, if the event is ongoing, the SBC will route the call to the ZPLS module and the client-registered device.

<div data-with-frame="true"><img src="/files/3036be20917ffcedeec27156e87619dfb964e025" alt=""></div>

#### <mark style="color:blue;">Supported Survivability Codecs</mark>

Supported survivability codecs are Opus, G.711 μ-law, G.711 A-law and G.729. Transcoding or transrating of audio codecs is not supported. All parties involved in an active call are required to support the same codec and sampling rate.

### Survivability Distribution Group Considerations

This section discusses considerations for Survivability Distribution Groups (SDGs). Customers who do not plan to utilize SDGs or integrate the ZPLS module with PSTN connectivity may bypass this section without consequence.

#### <mark style="color:blue;">Survivability Distribution Groups provide nuanced call routing options during a survivability event</mark>

Survivability distribution groups (SDGs) provide businesses with nuanced call routing options — like call queues and interactive voice response (IVR) menus — during a survivability event. With SDGs, businesses can continue to support core telephony services and call routing configurations (similar to call queues, auto receptionists, and shared line groups) until standard operations are restored.

#### <mark style="color:blue;">SDGs are not the same as standard-operation distribution groups, and must be separately built and maintained</mark>

Although SDGs offer similar call routing functionality as standard-operation distribution groups, SDGs are unique and specific to survivability events, and consequently must be separately built and maintained. In other words, SDGs **will not** inherit the settings or configurations of a standard-operation distribution group (i.e., call queue, auto receptionist, IVR, etc.)

#### <mark style="color:blue;">SDGs are best paired with a BYOC-PSTN integration and call forwarding enabled</mark>

Although SDGs can provide internal-only support (i.e., non-PSTN calls), they are best paired with a BYOC-PSTN integration. With a PSTN-enabled SDG, once call forwarding is enabled during a survivability event, a main company number can route to the designated SDG phone number, and the call will follow the configured routing profile. This allows a business to provide a consistent call flow experience for external dialers until standard operations are restored.

The following diagram demonstrates the call routing logic for a PSTN-enabled SDG:

<div data-with-frame="true"><img src="/files/80223c3be2535354899ed6c825083a1819b124ec" alt=""></div>

#### <mark style="color:blue;">SDGs can be customized in the following ways</mark>

SDGs support the following options:

* Dedicated extension number
* Assigned direct inward dial number
* Time zone
* Business hours
* Recorded greetings
* Group members
* Route to:
  * User
  * Interactive voice response (IVR) menu
  * Group members
  * Phone number
* Call distribution:
  * Simultaneous
  * Sequential

### Hardware and Networking Considerations

This section discusses hardware and networking considerations for the ZPLS Module, an SBC integration, Zoom clients, and phone devices. After reading this section, you can expect to have an understanding of necessary network communications and configurations for a ZPLS deployment.

{% hint style="info" %}
This section is dedicated to hardware deployment and network *design considerations*. Refer to the section on [deploying ZPLS](#_wrba5u2ahyc) for step-by-step deployment instructions.
{% endhint %}

#### <mark style="color:blue;">ZPLS Module Deployment and Networking Considerations</mark>

**The ZPLS module requires a static IPv4 address within your network**

The ZPLS module should be deployed on an internal LAN with a static IPv4 address accessible to Zoom Phone devices and desktop clients. The ZPLS module does not support IPv6 addresses at this time.

**The ZPLS module must maintain periodic HTTPS connections with the Zoom Phone cloud**

The ZPLS module requires periodic HTTPS connections with the Zoom Phone cloud to [synchronize account and user settings](#_54gf3fuxcnk5).

In most cases, a ZPLS module can be deployed on an internal LAN within a customer’s network. Alternatively, a DMZ network can be used in some circumstances; however, network administrators must ensure communication is possible through the enterprise firewall. In either case, administrators are required to adjust corporate firewall policy to enable communication between the ZPLS module and the Zoom Cloud.

**The ZPLS module must maintain a regular OPTIONS ping with the Zoom Phone cloud**

While in an idle state, the ZPLS module must maintain an OPTIONS keepalive ping with the Zoom Phone cloud to monitor connectivity. In the event that both client devices and the ZPLS module within a site lose connectivity with the Zoom Phone cloud, supported clients and devices will register to the ZPLS module using SIP Digest Authentication over TLS v1.2.

#### <mark style="color:blue;">SBC Deployment and Networking Considerations</mark>

**An SBC must be reachable from ZPLS and Zoom cloud whenever possible**

Customers should ensure the SBC maintains connectivity with both the ZPLS module and Zoom Phone cloud, whenever possible. Customers can provision a dual-NIC SBC configured with a private and public IPv4 address, or ensure that static 1:1 NAT rules are in place on the edge firewall in addition to opening up of the required ports.

**An SBC must maintain TLS and UDP connectivity between the Zoom Phone cloud and the ZPLS module**

During routine operations, an SBC must maintain TLS and UDP connectivity to both the Zoom Phone cloud and the associated site’s ZPLS module. This connection is used to route any potential calls to a BYOC-listed phone number [through the Zoom Phone cloud](#_zgofkpkt74xr). The OPTIONS keepalive mechanism is automatically enabled between ZPLS and the SBC and is optional between the SBC and cloud.

#### <mark style="color:blue;">Zoom Clients and Phone Devices Considerations</mark>

**Clients and devices must be able to discover the site’s ZPLS module within the local area network**

Clients and supported devices [enabled for phone survivability](#_ah8xua8wdq10) discover the appropriate failover ZPLS module from the Zoom Phone cloud during the bootup process. However, the module must already be [bound to the Phone System Site](#_k11n5zxkx1pq) with an internally discoverable IPv4 address.

**Devices should have a static IP or be assigned a private IP via a local DHCP server**

To mitigate potential issues, phone devices should be assigned a static or an internal IP via a local DHCP server. If a device is not assigned a static IP, or a DHCP server is not available during a survivability event, phone devices may fail to register.

**Clients and devices must maintain regular a OPTIONS ping with the Zoom Phone cloud**

Similar to the ZPLS module, supported clients and devices must maintain an OPTIONS keepalive ping to the Zoom Phone cloud to determine data center connectivity status. In the event of an outage, the client continues to send keepalive messages in order to detect the return of the cloud service and initiate resumption of normal operations. This process is automatic and cannot be disabled.

#### <mark style="color:blue;">Firewall and Network Data Flow</mark>

See the section on [Network Ports and Data Flow](#_pswiusfsww6t).


# Deploy the ZPLS Module

This page provides step-by-step instructions to deploy a ZPLS module within your account. After completing this section, you can expect to have a fully configured and operational ZPLS module within your account.

{% hint style="danger" %}
The ZPLS module must be configured when the Zoom Cloud is available and services are operational.
{% endhint %}

### Download the OVA

The Zoom Node Open Virtual Appliance (OVA) must be installed on the virtual machine before installing the ZPLS module. To download and install the OVA, perform the following steps:

1. Navigate to the [Zoom Web Portal](https://zoom.us/signin#/login) at zoom.us, and sign in using your desk’s Zoom administrator credentials.
2. In the left-hand menu, locate the **Node Management** sub-menu. Extend it, and click **Modules**.

   <div data-with-frame="true"><figure><img src="/files/b8c4af3c986829d719897df585616c6633247beb" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="info" %}
If the **Zoom Node** option is not available, the user’s role may not have the required privileges. Refer to the section on [granting access to user roles](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/before-you-begin/grant-user-access-to-roles) for more information.
{% endhint %}

3. In the top-left corner of the screen, confirm **Zoom Node - Phone Local Survivability** is selected in the pulldown menu.<br>

   <div data-with-frame="true"><figure><img src="/files/f943acc8e44e016fa8f191e0c5782f1e00c6e41c" alt=""><figcaption></figcaption></figure></div>
4. In the top right-hand corner of the screen, click the **Nodes** tab.

   <div data-with-frame="true"><figure><img src="/files/51297c2b91dc56ac54bca2cf4505159eb7ef9720" alt=""><figcaption></figcaption></figure></div>
5. On the same screen, click **Add Nodes** in the top-right corner.

   <div data-with-frame="true"><figure><img src="/files/095994ae8464d256548b65eda02292a0a096b2d6" alt="" width="563"><figcaption></figcaption></figure></div>
6. Download the Zoom Node OVA image for your environment.

   <div data-with-frame="true"><figure><img src="/files/c08750bc690c852ff8b403737edd51a602641e79" alt=""><figcaption></figcaption></figure></div>
7. Install the image on a virtual machine.

{% hint style="info" %}
We will return to this screen in a future step to generate a registration code. It is advised to leave this screen open for future use, if possible.
{% endhint %}

### Install the Zoom Node OVA

After the OVA file download is complete, deploy the Virtual Machine using the following steps:

1. Navigate to your ESXi host address.
2. Select **Host** and then **Virtual Machines**.
3. Right click on **Virtual Machines** and select **Create/Register VM**.
4. Select the option **Deploy a virtual machine from OVF or OVA file**.
5. Enter a name for the virtual machine and browse the local computer for the downloaded .ova file from the previous section.
6. Select the default network mappings unless the deployment environment has other requirements and click **Next**.

{% hint style="info" %}
For production deployments only ‘Thick’ provisioning is supported. There are no hard requirements for IOPS at this stage.
{% endhint %}

7. Review the information and click **Finish**. Once the deployment is completed successfully, power on the virtual machine and open the console.

### Install the Zoom Node Operating System

After installing the OVA, perform the following steps to install the Zoom Node Operating System:

1. Navigate to the console of the virtual machine that was deployed in the previous step.
2. After the virtual machine has booted, a screen will appear to set up the default password. The default admin username and password is **zoom-setup**.
3. When prompted, enter a new password for the **zoom-setup** user and press the **enter** key. Make note of this password, as we will need it soon.

   <div data-with-frame="true"><figure><img src="/files/579b77d189e1bff3aefd7aad53dbf7500769ca96" alt="" width="563"><figcaption></figcaption></figure></div>
4. On the following screen, configure the hostname of the virtual machine.

   <div data-with-frame="true"><figure><img src="/files/8515be703efdb901c359332b5c0250c7e21e1287" alt="" width="563"><figcaption></figcaption></figure></div>
5. If DHCP is not available, there will be a prompt to set an IP address, Default Gateway and DNS server. Configure these settings as required for your environment.

{% hint style="info" %}
Secure shell (SSH) access is not enabled on the Zoom Node OS. Direct access is only available through the virtual console.
{% endhint %}

### Install the ZPLS Module

Once the IP addresses, hostname, and default password are set, the server must be associated and registered with your Zoom account to install the ZPLS module.

#### <mark style="color:blue;">Associate the Zoom Node Appliance with your Account</mark>

To associate the Zoom Node appliance with your account perform the following steps:

1. Within the Zoom Node virtual machine menu, look for the **blue URL** that we will use to finish deployment and registration of the machine.

   <div data-with-frame="true"><figure><img src="/files/bca4a4eabd6cea18bbf42aa019c77ad4727a775e" alt="" width="563"><figcaption></figcaption></figure></div>
2. On another machine connected to the same network as the Node VM, navigate to the private IP address, being mindful of the **https\://** prefix and port **:8443** suffix.

{% hint style="info" %}
The IP address for your machine is likely to be different from the one pictured above.
{% endhint %}

3. You may receive a certificate warning when navigating to the page. If so, click **Advanced** and proceed to the address.
4. On the following screen, you will be prompted to enter the password for the Node that was previously configured in Step 3 of the [Install the Zoom Node Operating System](#_xqxflbqfdqgv) section.

   <div data-with-frame="true"><figure><img src="/files/f7df96d41b48a9a8f1ffe8bfcd02e8cf26ddd355" alt="" width="563"><figcaption></figcaption></figure></div>
5. Once authenticated, in the left-hand menu, click **Node Agent**.

   <div data-with-frame="true"><figure><img src="/files/8ff41aeae65cf61ba1af88e8d140ce329e5787d9" alt=""><figcaption></figcaption></figure></div>
6. Next, we must generate a registration code. To do this, we must repeat some familiar steps.

{% hint style="info" %}
As mentioned at the end of the [**Download the OVA**](#_s6aeyhe667ms) section, if you kept a tab open on the screen where we downloaded the OVA, you can fast track the following steps to generate a registration code. If not, the steps are detailed below.
{% endhint %}

7. **Outside the virtual machine**, navigate to the [Zoom Web Portal](https://zoom.us/signin#/login) at zoom.us, and sign in using your desk’s Zoom administrator credentials.
8. In the left-hand menu, locate the **Node Management** sub-menu. Extend it, and click **Modules**.
9. In the top-left corner of the screen, confirm **Zoom Node - Phone Local Survivability** is selected in the pulldown menu.

   <div data-with-frame="true"><figure><img src="/files/f943acc8e44e016fa8f191e0c5782f1e00c6e41c" alt=""><figcaption></figcaption></figure></div>
10. In the top right-hand corner of the screen, click the **Nodes** tab.

    <div data-with-frame="true"><figure><img src="/files/51297c2b91dc56ac54bca2cf4505159eb7ef9720" alt=""><figcaption></figcaption></figure></div>
11. On the same screen, click **Add Nodes** in the top-right corner.

    <div data-with-frame="true"><figure><img src="/files/095994ae8464d256548b65eda02292a0a096b2d6" alt="" width="563"><figcaption></figcaption></figure></div>
12. On the following screen, click **Generate Code**, and copy the result.

    <div data-with-frame="true"><figure><img src="/files/da0ca636358a763ea76582ee0712cae29f90ccf7" alt=""><figcaption></figcaption></figure></div>

    <div data-with-frame="true"><figure><img src="/files/ff5e59cb1c96a2891af839d6f953e1c15bf9c5a4" alt=""><figcaption></figcaption></figure></div>
13. **Navigate back to the virtual machine’s console**, paste or enter the registration code, and click **Register**.

    <div data-with-frame="true"><figure><img src="/files/04bf9a3e58ae2e5189bcb2ea8fe875b3464cde9c" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
Performing this action will automatically download and install required components.
{% endhint %}

14. After, the machine will immediately begin downloading Zoom Node Agent services.

    <div data-with-frame="true"><figure><img src="/files/9fc71372847dbadf7b2dfb732cd41a9f0a3b7e0c" alt=""><figcaption></figcaption></figure></div>
15. After a few minutes, \*\*navigate back to the web portal outside the virtual machine,\*\*and click the **back**button from where you generated the registration code.

    <div data-with-frame="true"><figure><img src="/files/c17c1856a0a717ebd7ab1ce2714b968d80fed1d9" alt=""><figcaption></figcaption></figure></div>
16. Select the **Unconfirmed Nodes** tab.

    <div data-with-frame="true"><figure><img src="/files/932d18bb7569db87d5dcb425db78d3dbd908614c" alt=""><figcaption></figcaption></figure></div>
17. Confirm the displayed hostname matches the previously configured name. If so, press **Confirm**, and define the Node’s location within the pop-up box.

    <div data-with-frame="true"><figure><img src="/files/e0eb94c3b002ebac173e64795982ab53f5943970" alt=""><figcaption></figcaption></figure></div>

    <div data-with-frame="true"><figure><img src="/files/1172954df46c32a313a1dbb587c43752bef676b5" alt="" width="563"><figcaption></figcaption></figure></div>
18. After selecting **Confirm**, the Node should appear in the **Confirmed Nodes** tab.

#### <mark style="color:blue;">Verify Agent Services are Running</mark>

After associating the ZPLS module with your account, it is essential to confirm that necessary Zoom Node Agents are operating within the recently confirmed Node. To confirm Agent services are running, perform the following steps:

1. From the web portal, select the **Agents** tab.
2. Select the hostname of the Node and confirm the **Monitor Agent** and **Node Agent** are present and running.

{% hint style="info" %}
These services are essential to completing the ZPLS module installation process and it may take a few minutes for *both* Agents to appear.
{% endhint %}

<div data-with-frame="true"><img src="/files/313fa7852c4c0ae8085958ffa7899a4963f690a8" alt=""></div>

#### <mark style="color:blue;">Perform the ZPLS Module installation</mark>

To install the ZPLS Module onto the Zoom Node appliance, perform the following steps:

1. From the web portal, under the **Zoom Node**sub-menu, select **Modules**.
2. In the top-left corner of the screen, confirm **Zoom Node - Phone Local Survivability** is selected in the pulldown menu.
3. On the screen, click **Add Services**, and a pop-up will appear.

   <div data-with-frame="true"><figure><img src="/files/abefcf8b651a67bd327adfcb50db76802a4e2cbd" alt=""><figcaption></figcaption></figure></div>
4. In the pop-up, select **Local Survivability**.

   <div data-with-frame="true"><figure><img src="/files/f0c32fb9de7ec902ffb93ad341c45aa09d943b58" alt="" width="563"><figcaption></figcaption></figure></div>
5. On the following screen, select the hostname of the Zoom Node appliance defined earlier in the setup process. Then select its supported device amount, based on the machine’s hardware capabilities. Finally, confirm the static, internal IPv4 address.

{% hint style="info" %}
The option to “Add prefix” is not applicable to the ZPLS module and can be left blank.
{% endhint %}

<div data-with-frame="true"><img src="/files/1e4b9571e151bf800b0c12da87edbc2c84a59b4f" alt="" width="563"></div>

6. Click **Add** to complete the module assignment.
7. Installation of the module and associated components will begin and can be monitored from the web portal.
8. After the module completes the installation, the site must be associated with a site before it can initialize. At this time, the ZPLS module installation is complete. Move onto the next section, **Configure ZPLS for Your Account** to continue setup.


# Configure ZPLS for Your Account

This section provides step-by-step instructions for configuring the ZPLS module for use within your account. After completing this section, you can expect to know how to assign a ZPLS module to a site for use, confirm its activity, and designate users for survivability through multiple levels of administration.

### Associate the ZPLS Module(s) with a Site

Once the ZPLS module is installed, it must be associated with a site before it can be used. However, this process will vary if deploying multiple ZPLS modules in a group for scaling or resiliency, or if deploying a single ZPLS module *without* scaling or resiliency. The following two sections define **Group Node** deployments and **Single Node** deployments.

#### <mark style="color:blue;">Associating multiple ZPLS modules in a group to a site for scaling and/or resiliency</mark>

To configure a site for scaling or redundancy, first complete all steps and sections within the [Deploying ZPLS](https://docs.google.com/document/d/1yGwQJ00lISsWuz8zXRpEMEPFZa5Hp1VUxsoK07eoSrA/edit?pli=1#heading=h.wrba5u2ahyc) section for each module you are currently deploying. Once all modules are successfully installed and associated with the account, perform the following steps:

{% hint style="info" %}
As of the date of this document’s publication, this feature is in beta, and requires a technical support ticket to enable.
{% endhint %}

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. Click **Account Settings**.

   <div data-with-frame="true"><figure><img src="/files/0cade34a0e3944fef970536879b14d4db760a9d8" alt=""><figcaption></figcaption></figure></div>
4. Locate the **Zoom Node** subsection, find and click **Manage** next to *Local Survivability***.**

   <div data-with-frame="true"><figure><img src="/files/c9c47812a2c0383d0d8d435a7ae8a73f63a68b59" alt=""><figcaption></figcaption></figure></div>
5. On the following page, click the **Groups** tab.

   <div data-with-frame="true"><figure><img src="/files/5d09474eb311a64eeee76e69679febbab93f383f" alt=""><figcaption></figcaption></figure></div>
6. Click the blue **Add** button, and a pop-up will appear.
7. Within the pop-up, give the group a name and description, mark whether or not the modules associated with this group are [marked for redundancy](#_713h8q9p7kks), and if the group should enter [testing mode](#_fjhqahy269dg).

   <div data-with-frame="true"><figure><img src="/files/07f3599d1412ec35c5c19c7aec0f973d42372f62" alt=""><figcaption></figcaption></figure></div>
8. Once complete, click **Add**.
9. On the following page, locate and click the name of the group you previously created.

   <div data-with-frame="true"><figure><img src="/files/ac880b19646b6a7e50f30511afc3864c6f955e61" alt=""><figcaption></figcaption></figure></div>
10. On the following page, next to **Nodes** click **Add**.

    <div data-with-frame="true"><figure><img src="/files/1fd299a96f4263265bdf64128e220bb3973e78fb" alt=""><figcaption></figcaption></figure></div>
11. Once again, on the following page, click the blue **Add** button\*\*,\*\*and a pop-up will appear.

    <div data-with-frame="true"><figure><img src="/files/ca3fb23a1db2eb10be406be62488bfdf91384bdc" alt=""><figcaption></figcaption></figure></div>
12. Within the pop-up, select the intended modules for the site.

    <div data-with-frame="true"><figure><img src="/files/47197d12e24733284c4474c88303860ec750a911" alt=""><figcaption></figcaption></figure></div>
13. Once complete, click **Save** in the bottom-right corner, and the pop-up will close.
14. After the pop-up is closed, you will see the list of assigned ZPLS modules to the Node Group. Along the top of the screen, click the name of the group to the left of the “*Nodes in…*” link.

    <div data-with-frame="true"><figure><img src="/files/b78b7ebe0289dd4b39e1b7ee400ee93f3e0711c3" alt=""><figcaption></figcaption></figure></div>
15. On the following page, input the name of the intended Site (and Route Group if necessary) within the appropriate field.

    <div data-with-frame="true"><figure><img src="/files/e822117f99e3e509718b7438216ab0ee2123b268" alt=""><figcaption></figcaption></figure></div>
16. Click the blue **Save** button under the field.
17. You have successfully associated multiple ZPLS modules to a site!

#### <mark style="color:blue;">Associating a single ZPLS module with a site</mark> *<mark style="color:blue;">without</mark>* <mark style="color:blue;">scaling and/or resiliency</mark>

To associate a ZPLS module with a site, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. Click **Account Settings**.

   <div data-with-frame="true"><figure><img src="/files/0cade34a0e3944fef970536879b14d4db760a9d8" alt=""><figcaption></figcaption></figure></div>
4. Locate the **Zoom Node** subsection and click **Manage**.

   <div data-with-frame="true"><figure><img src="/files/c9c47812a2c0383d0d8d435a7ae8a73f63a68b59" alt=""><figcaption></figcaption></figure></div>
5. On the following screen, locate the appropriate ZPLS module based on the **Server** name, click **Assign to** on the right-hand side of the screen, and a pop-up will appear.

   <div data-with-frame="true"><figure><img src="/files/05294fb6e0d93b673809e2c4f608b15e9ffa1314" alt=""><figcaption></figcaption></figure></div>
6. In the pop-up, select the appropriate site in the **Assign to** field. Leave the Route Group field blank at this time, and click **OK** when complete.

<div data-with-frame="true"><img src="/files/f18b5341164e8ee21c98c878754740035d6308be" alt="" width="563"></div>

7. You have successfully assigned a ZPLS module to a site!


# Initialize the ZPLS Module

After a ZPLS module is associated with a site, it must be initialized to begin operation. To initialize a ZPLS module, perform the following steps:

1. From the web portal, under the **Advanced** sub-menu, select **Zoom Node**.
2. In the top-left corner of the screen, confirm **Zoom Node - Phone Local Survivability** is selected in the pulldown menu.
3. Under the **Services** tab, locate the hostname of the ZPLS module.
4. After locating the hostname, **check the box** to the left of the module, and click the **Start** button to initialize the module. Within a minute, it will display as **Running**.

{% hint style="info" %}
There may be a noticeable delay until the status updates from **stopped** to **running**. Please wait at least 3 minutes for all processes to initialize.
{% endhint %}

<div data-with-frame="true"><img src="/files/a7512b8196b08e261a3497b103babff15c4228a9" alt="" width="563"></div>


# Confirm the ZPLS Module is Operational

After initializing a ZPLS module, it is essential to confirm the assignment and that required services are running. To confirm the ZPLS modules’ status, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Locate the name of the site** you assigned the ZPLS module to and **click the site name**.
4. On the following screen, click the **Settings** tab displayed under the site’s name.

   <div data-with-frame="true"><figure><img src="/files/75af4d95c013b6f69c4d6900d63e4742fa79376c" alt="" width="563"><figcaption></figcaption></figure></div>
5. Locate the **Zoom Node** subsection, and click **Manage** next to *Local Survivability*.

   <div data-with-frame="true"><figure><img src="/files/c9c47812a2c0383d0d8d435a7ae8a73f63a68b59" alt=""><figcaption></figcaption></figure></div>
6. On the following page, the status of the module should show as **Running**, with the module’s current version and IP address. If this screen displays, the module is successfully configured and associated with the Zoom Phone site.

   <div data-with-frame="true"><figure><img src="/files/6a85a2ee941789ee59add8df606e69468c7d5e01" alt="" width="563"><figcaption></figcaption></figure></div>


# Enable Users for ZPLS

Users must be enabled for **Local Survivability Mode** to connect to the ZPLS module during a survivability event. The simplest configuration is to enable all users within an account or site; however, if the number of users within a site exceeds your configuration’s [maximum number of registrations](#_rx0i1j9xofnc), users may not receive survivability functionality.

{% hint style="info" %}
If there are more users attempting to register to a ZPLS module than the module can support, users will register to the ZPLS module in the order received.
{% endhint %}

For this scenario, account administrators can designate which users or devices will register during a survivability event through four levels: the account-level, site-level, user group-level, and individual-level for specific users or devices. Users or devices that do not belong to a group enabled for survivability **will not** register to the ZPLS module during a survivability event.

{% hint style="info" %}
Customers assigning access on the site, user group, or individual level are encouraged to review Zoom’s [tiered settings priority](https://support.zoom.us/hc/en-us/articles/4411388529933-March-2022-Zoom-Phone-group-level-policy-settings#h_01FY7RAFP4AQTYMS9NRJ49CA7T) to prevent unintended consequences of large scale setting changes.
{% endhint %}

### Account-Wide Registration

When account-wide registration is enabled, all users within the account will attempt to register to a ZPLS module associated with their home site, if one is available. To enable this setting, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Account Management** sub-menu, select **Account Settings**.
3. Select the **Zoom Phone** settings tab.

<div data-with-frame="true"><img src="/files/98f5b8a1244c6ecf5e45596739416d7fe5070ba5" alt=""></div>

4. Locate the **Local Survivability Mode** setting, and enable or disable the setting to your preference.

<div data-with-frame="true"><figure><img src="/files/ddfc75a27baefd95d02c2c118c80fd5d70b5c339" alt=""><figcaption></figcaption></figure></div>

### Site-Wide Registration

When site-wide registration is enabled, all users located within the site will automatically attempt to connect to the ZPLS module associated with the site. If the total number of users registering exceeds the maximum registrants for the configuration, users will register on a first-come first-served basis. To enable this setting, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. Locate the name of the site you assigned the ZPLS module to and click the **name**.
4. On the following screen, click the **Policy** tab displayed under the site’s name.

   <div data-with-frame="true"><figure><img src="/files/f4ea7ef3f101010e31247cadcf89f8e418617f3e" alt="" width="563"><figcaption></figcaption></figure></div>
5. Locate the **Local Survivability Mode** setting, and enable or disable the setting to your preference.

   <div data-with-frame="true"><figure><img src="/files/ddfc75a27baefd95d02c2c118c80fd5d70b5c339" alt=""><figcaption></figcaption></figure></div>

### Group-Wide Registration

When group-level registration is enabled, all users that are members of the group will automatically attempt to connect to the ZPLS module associated with their home site. Unlike the site level, in which one site represents all users, group level settings can affect users across multiple sites. Account admins should keep in mind that group-level policies will override site-level policies when making changes. To enable this setting, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **User Management** sub-menu, select **Groups**.
3. **Select the group** you are editing, or click **+Add Group** to create a new one.
4. Select the **Zoom Phone** settings tab.

   <div data-with-frame="true"><figure><img src="/files/cc45569d130b2597ca72e9504e6701ecc7ad6f26" alt=""><figcaption></figcaption></figure></div>
5. Locate the **Local Survivability Mode** setting, and enable or disable the setting to your preference.

   <div data-with-frame="true"><figure><img src="/files/ddfc75a27baefd95d02c2c118c80fd5d70b5c339" alt=""><figcaption></figcaption></figure></div>

### Per User or Device Registration

When a user or device-level registration is enabled, the affected user or device will automatically attempt to register to their home site’s ZPLS module during a survivability event. Because of the hierarchy of application, this setting will override all other configuration settings — like account, setting, or site settings — unless those settings are **locked** and applied to the user. To enable this setting, perform the following steps:

#### **Per-User Registration**

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Users & Rooms**.
3. Select the user or device you are editing.
4. Select the **Policy** tab.

   <div data-with-frame="true"><figure><img src="/files/ba11bd79d595f599aa84b98ce2808fb342b578a8" alt=""><figcaption></figcaption></figure></div>
5. Locate the **Local Survivability Mode** setting, and enable or disable the setting to your preference.

   <div data-with-frame="true"><figure><img src="/files/ddfc75a27baefd95d02c2c118c80fd5d70b5c339" alt=""><figcaption></figcaption></figure></div>

#### **Per-Device Registration**

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Users & Rooms**.
3. Select the **Common Areas** tab.

   <div data-with-frame="true"><figure><img src="/files/11e4509de36cf1273b740f9d29852bafeeef43b9" alt=""><figcaption></figcaption></figure></div>
4. Select the device you are editing.
5. Select the **Policy** tab.

   <div data-with-frame="true"><figure><img src="/files/3220120e879a2595f1da56d9e93ff8208c04a376" alt="" width="563"><figcaption></figcaption></figure></div>
6. Locate the **Local Survivability Mode** setting, and enable or disable the setting to your preference.

   <div data-with-frame="true"><figure><img src="/files/ddfc75a27baefd95d02c2c118c80fd5d70b5c339" alt=""><figcaption></figcaption></figure></div>


# Optional Tasks

Explore the optional tasks in this field guide to enhance your learning experience. These tasks are designed to supplement the core content, offering you additional opportunities to apply your newfound knowledge. Whether you aim to deepen your understanding or have a bit of extra time, these activities provide a flexible approach to mastering the material.

{% content-ref url="/pages/xa2TvhQBtRLNO7Mq6IMz" %}
[(Optional) Create a Survivability Distribution Group](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/optional-tasks/optional-create-a-survivability-distribution-group)
{% endcontent-ref %}

{% content-ref url="/pages/W7koSX6fn8gkoQv3kleI" %}
[(Optional) Integrate ZPLS with PSTN](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/optional-tasks/optional-integrate-zpls-with-pstn)
{% endcontent-ref %}

{% content-ref url="/pages/4skrG5ZG5iYau1FXQU9m" %}
[(Optional) BYOC Number Management](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/optional-tasks/optional-byoc-number-management)
{% endcontent-ref %}

{% content-ref url="/pages/0Kfq7lShO70664alG2cO" %}
[(Optional) Enabling Call Forwarding During a Survivability Event](/zoom-workplace/zoom-phone/zoom-phone-local-survivability-field-guide/optional-tasks/optional-enabling-call-forwarding-during-a-survivability-event)
{% endcontent-ref %}


# (Optional) Create a Survivability Distribution Group

After confirming the ZPLS modules are operational within their account, account admins are encouraged to create Survivability Distribution Groups (SDGs) to provide additional call routing configurations for a survivability event.

{% hint style="info" %}
Some functionalities described within this section — like routing an SDG to a phone number — require a configured BYOC-PSTN integration. If your account requires PSTN functionality for your SDGs, you are encouraged to skip this section until you have successfully integrated your BYOC-PSTN connection with your account, described [later within this document](#_7cphf3qmfx9).
{% endhint %}

To create a Survivability Distribution Group, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management**sub-menu, select **Company Info**.
3. **Locate the name of the site**you assigned the ZPLS module to and **click the site name**.
4. On the following screen, click the **Settings** tab displayed under the site’s name.

   <div data-with-frame="true"><figure><img src="/files/75af4d95c013b6f69c4d6900d63e4742fa79376c" alt="" width="563"><figcaption></figcaption></figure></div>
5. Locate the **Zoom Node** subsection, find and click **Manage** next to *Survivable Distribution Group*.

   <div data-with-frame="true"><figure><img src="/files/2e3c66a1024a9316d52b346f3d8b0fc1f11f0b57" alt=""><figcaption></figcaption></figure></div>
6. On the following screen, click the blue **Add** button in the top-right corner.
7. Create a name and description for the SDG and click **Save**.
8. On the following screen, click the **Edit** button next to the SDG you just created.
9. Create the call routing logic for your SDG.

{% hint style="info" %}
Survivability Distribution Groups follow a similar logic for configuration as a call queue. Users are encouraged to review Zoom’s support center for assistance on [configuring settings](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065370) for an SDG.
{% endhint %}

##


# (Optional) Integrate ZPLS with PSTN

This section provides step-by-step instructions for integrating an SBC with the ZPLS module for PSTN connectivity during survivability events. This process is not required for customers that do not plan to integrate their ZPLS module with an SBC. However, customers that *do* plan on integrating are encouraged to complete this process as soon as possible, prior to any outage occurring.

### Install Zoom’s Certificates on your SBC

To establish a survivability PSTN connection, a SIP trunk must be established between your site’s SBC and the ZPLS module. Prior to beginning this process, the SBC **must**have [Zoom’s Digicert root and intermediate certificates installed](https://support.zoom.us/hc/en-us/articles/360044092031).

### Configure the SBC for Premises Peering (BYOC Setup)

Confirm your SBC meets [minimum requirements](#_5j9072fqrtdk) and is configured for [BYOC premises peering](#_upyv4qcmv0q9).

### Add an SBC to a Site

To begin the PSTN integration process, an SBC must be added to the web portal and associated with the account or a specific site. To add an SBC to your account, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Select the site name** from the list (or click **Account Settings** if a single-site configuration).
4. Select the site’s **Settings** tab.

   <div data-with-frame="true"><figure><img src="/files/7cb443862331740d905307921847e3d942ff7f3d" alt="" width="563"><figcaption></figcaption></figure></div>
5. Locate the **Routing** subsection, and the setting for **Session Border Controllers**. Click **Manage** to load a new page.

   <div data-with-frame="true"><figure><img src="/files/1d0905f4b0c8febba29033d7241b3918f285163b" alt=""><figcaption></figcaption></figure></div>
6. On the new page, click the blue **Add** button in the top-left corner to add an SBC.
7. On the following page, populate the following fields:
   1. **Display Name** describes the SBC being added.
   2. Enter a **Public IP** and **Port Number** for the SBC. This should be the public IPv4 address assigned to the SBC and is used to establish a SIP trunk from the cloud.
   3. Enter a **Survivability Public/Private Address** and **Port Number**. This is used to establish a SIP trunk between the ZPLS module and the SBC.

{% hint style="danger" %}
Zoom strongly recommends using a **private** IPv4 address for the above value. A private value can avoid routing unnecessary traffic through the firewall, which may otherwise require complex route reflection rules.
{% endhint %}

8. Continue populating the fields:
   1. Toggle the **In Service** switch to mark the SBC as capable for use.
   2. Enable **Integrate an on-premises PBX**to ensure BYOC numbers can be routed through the cloud under normal operating conditions.
   3. Enable **Send OPTIONS ping messages** to allow account administrators to verify SBC connectivity between the ZPLS module and Zoom Phone cloud.
   4. Click **Save** to complete.

<div data-with-frame="true"><img src="/files/e6a94ce85593f701e1f7ef90a211082ef2bb270c" alt=""></div>

### Configure a Route Group

Each phone site (or account for single-site deployments) requires two route groups to ensure PSTN connectivity is functional with the ZPLS module.

1. A BYOC route group is required to create a SIP trunk between a Zoom Phone SIP zone and each site’s SBC. When configured, this SIP trunk directs inbound calls made to a BYOC number to the local site during routine (non-survivability) operations.
2. A survivability route group is required for each phone site to direct outbound calls from the ZPLS module to the SBC.

#### BYOC Route Group

To create a BYOC route group between your SBC and Zoom Phone data centers, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Select the site name** from the list (or click **Account Settings** if a single-site configuration).
4. Select the site’s **Settings** tab.

   <div data-with-frame="true"><figure><img src="/files/7cb443862331740d905307921847e3d942ff7f3d" alt="" width="563"><figcaption></figcaption></figure></div>
5. Locate the **Routing** subsection, and the setting for **Route Groups**. Click **Manage** to load a new page.

   <div data-with-frame="true"><figure><img src="/files/71a92863e7763eed3588cfff424f29bb0dcd02d7" alt=""><figcaption></figcaption></figure></div>
6. On the following page, click the blue **Add** button in the top-left corner and a pop-up will appear.
7. Within the pop-up, enter a **Display Name** for the route group and select the **Region** closest to the geographical location of the ZPLS module. **Distribution** should be set to **Sequential**.

   <div data-with-frame="true"><figure><img src="/files/fef8a79b6f041506e58bf5e5c8f0fd1967dca5fb" alt="" width="563"><figcaption></figcaption></figure></div>
8. Select the **Session Border Controller** added in the previous section.
9. Click **Save**.

#### Survivability Route Group

To create the survivability route group and route outbound calls from the ZPLS module to the SBC, perform the following steps:

1. Repeat steps 1-6 from the previous section.
2. Within the pop-up, enter a **Display Name** for the route group.

   <div data-with-frame="true"><figure><img src="/files/9ee51571768c3adc81efd3b3497c69a959960ac0" alt=""><figcaption></figcaption></figure></div>
3. Change the **Type** to **Survivability**.
4. Select the **Session Border Controller** added in the previous section.
5. Click **Save**.

### Assign the Survivability Route Group to the ZPLS Module

After the survivability route group is created, it must be assigned to the ZPLS module. To assign the route group, perform the following steps:

1. Under the **Phone System Management** sub-menu, select **Company Info**.
2. Click **Account Settings** in the top-left corner.

<div data-with-frame="true"><img src="/files/8868fe6366e2e13097722c9cea595aeca042f0da" alt="" width="563"></div>

3. On the following screen, locate the **Zoom Node** subsection, and the setting for **Local Survivability**. Click **Manage** to load a new page.

<div data-with-frame="true"><figure><img src="/files/c9c47812a2c0383d0d8d435a7ae8a73f63a68b59" alt=""><figcaption></figcaption></figure></div>

4. Locate the server to be assigned, click **Assign to** or **Edit**, and a pop-up will appear.
5. Within the pop-up, fill in the **Assign To** fields with the intended site and route group created in the previous section.

   <div data-with-frame="true"><figure><img src="/files/e28ad6db50287ad7d4c15cfa3cadc20640e4ddbb" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The site for this module may have been previously filled out during the [Associate the ZPLS Module with a Site](#_k11n5zxkx1pq) process. If so, click the ellipses box (**...**) and click **Edit**. Re-select the Site and choose the appropriate Route Group.
{% endhint %}

6. Click **OK** when complete to finish.

After completion, the ZPLS module for the site will attempt to establish a TLS connection with the site’s SBC. If the OPTIONS ping is enabled, routine OPTIONS pings will transmit between the two devices for verification and troubleshooting purposes.


# (Optional) BYOC Number Management

This section provides step-by-step instructions to upload, associate, and assign BYOC numbers to your Zoom account and users. This section also includes instructions for configuring call forwarding logic, assigning an ELIN to a site, configuring routing rules, and how to enable call forwarding during a survivability event. These processes are not required for customers that do not plan to integrate their ZPLS module with an SBC. However, customers that *do* plan on integrating are encouraged to complete this process as soon as possible, prior to any outage occurring.

### Upload BYOC Number List to the Cloud

Customers planning to use call forwarding or an emergency location identification number (ELIN) must upload a list of BYOC numbers to the web portal. The number of BYOC numbers to add should be equal to the maximum number of users and ELINs that will be supported during a survivability event.

For example, if a site has 100 users, 100 BYOC extensions may be required. Further, if the site utilizes ELIN, an additional BYOC number may be required, totaling 101 numbers. However, fewer numbers may suffice if all users will not be assigned a BYOC number. To add BYOC numbers to the web portal, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Phone Numbers**.
3. Select the **BYOC** tab.

   <div data-with-frame="true"><figure><img src="/files/497f8406a35d5e459659758955830cbddb2ab55c" alt=""><figcaption></figcaption></figure></div>
4. Add BYOC numbers manually with the **Add** button, or via CSV upload through the **Import** button (CSV template provided).

{% hint style="info" %}
When adding BYOC numbers, be sure to add the numbers to the specific site they will be assigned to for use.
{% endhint %}

### Associate BYOC Numbers with Users

After your company’s BYOC numbers are uploaded, they must be assigned to specific users for use during routine operation. This defines the logic to route calls made to a BYOC number to a Zoom user before or after a survivability event. To assign BYOC numbers to a user, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Phone Numbers**.
3. Select the **Unassigned** tab.
4. Filter the phone numbers by selecting the **Site** they are assigned to.
5. Locate the number to assign, and click **Assign to** and a pop-up will appear.

   <div data-with-frame="true"><figure><img src="/files/76876c2bc399e488e813ddd96a2afeb79ff3a859" alt=""><figcaption></figcaption></figure></div>
6. Within the pop-up, assign the BYOC number to a user and click **OK**.
7. Repeat as necessary.

### Configure Survivability Call Forwarding Logic

{% hint style="info" %}
Unlike the previous section, which associates a BYOC number with a Zoom user, this section specifically defines call forwarding logic *during a survivability event*. Call forwarding logic applied here does not affect routine operations or behavior.
{% endhint %}

After BYOC numbers have been configured to users and the account, survivability call forwarding logic should be defined prior to any potential survivability event. To configure survivability call forwarding logic, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Select the site name** from the list (or click **Account Settings** if a single-site configuration).
4. Select the site’s **Settings** tab.
5. On the following screen, locate the **Zoom Node** subsection, and the setting for **Call Forwarding Local Survivability**. Click **Manage** to load a new page.

   <div data-with-frame="true"><figure><img src="/files/f9fd997b3def1abd2f8691a95d8c3a1e83b828a4" alt=""><figcaption></figcaption></figure></div>
6. On the following page, click the blue **Add** button to begin defining call forwarding rules.
7. **Source Numbers** are the numbers being forwarded, like a user’s Zoom Phone-registered number. These numbers must be assigned prior to configuring call forwarding.
8. **Destination Numbers** are the BYOC numbers source numbers are forwarded to.
9. [Remember](#_uqxkanvtah5p) that multiple source numbers can direct to the same destination number, but one source number cannot direct to multiple destination numbers.

<div data-with-frame="true"><img src="/files/b70e729ba2051ad8cd21af65c303b9ae81100761" alt="" width="563"></div>

10. Click **Save** when complete and repeat as necessary for each user or phone number.

{% hint style="info" %}
Call Forwarding logic is **disabled** by default, and must be manually enabled from the web portal during a survivability event. For more information, refer to the section on [enabling call forwarding](#_wobxo9fvuzgk).
{% endhint %}

### Configure ELIN

Each site supports a single [emergency location identification number](#_wep0hh3heran) (ELIN) to provide location information to emergency responders during a survivability event. To configure an ELIN for a site, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Select the site name** from the list (or click **Account Settings** if a single-site configuration).
4. Select the site’s **Settings** tab.
5. On the following screen, locate the **Zoom Node** subsection, and the setting for **Emergency Location Identification Number (ELIN)**. Click **Add Number** to populate the number selection field.

<div data-with-frame="true"><img src="/files/a79999a4f5abb146d1665a5ade0d9305e4c8bde2" alt="" width="563"></div>

6. Within the pulldown menu, select the BYOC number that will be used as the outgoing calling number to emergency services during a survivability event. If the number is not currently listed on the account, upload it through the [BYOC number upload process](#_aezu04x8z043).
7. An administrator can verify the ELIN assignment to the survivability module through the **Phone Numbers** page listed under the **Phone System Management** sub-menu. ELIN numbers will display as assigned to **Local Survivability**.

   <div data-with-frame="true"><figure><img src="/files/c7ae39e1ba720079f944152f10057bf542c1d740" alt=""><figcaption></figcaption></figure></div>

### Routing Rules (Optional)

Customers that require routing rules (e.g., dialing 9 to enable outbound dialing) can preserve these during a survivability event for a consistent end-user experience; however, when routing rules are enabled, the default routing path (SIP group) is ignored, and number translations are preserved. To enable ro uting rules during a survivability event, perform the following steps:

{% hint style="info" %}
Routing Rules defined at the Site level can be preserved by ZPLS. Rules defined at the account level will not be preserved.
{% endhint %}

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Select the site name** from the list (or click **Account Settings** if a single-site configuration).
4. Select the site’s **Settings** tab.

   <div data-with-frame="true"><figure><img src="/files/7cb443862331740d905307921847e3d942ff7f3d" alt="" width="563"><figcaption></figcaption></figure></div>
5. Locate the **Zoom Node** subsection, and the setting for **Local Survivability**. Mark the checkbox to **Enable Routing Rules**.

   <div data-with-frame="true"><figure><img src="/files/fa3a7d4e8ad6cd09ad58369de5be656e3a8eac18" alt=""><figcaption></figcaption></figure></div>
6. Click **Save** when complete.

{% hint style="danger" %}
The ZPLS module must be restarted for this change to take immediate effect.
{% endhint %}


# (Optional) Enabling Call Forwarding During a Survivability Event

As [previously stated](#_iyu0s6qx0yh), call forwarding for survivability must be disabled during routine business operations to preserve Zoom Phone cloud routing. However, in the occurrence of a survivability event, call forwarding must be enabled from the web portal using a working internet connection. Once enabled, calls made to Zoom Phone-registered numbers will be re-routed across the PSTN to the on-premises SBC. To enable call forwarding, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. **Select the site name** from the list (or click **Account Settings** if a single-site configuration).
4. Select the site’s **Settings** tab.
5. On the following screen, locate the **Zoom Node** subsection, and the setting for **Call Forwarding Local Survivability**. Click **Manage** to load a new page.

   <div data-with-frame="true"><figure><img src="/files/f9fd997b3def1abd2f8691a95d8c3a1e83b828a4" alt="" width="563"><figcaption></figcaption></figure></div>
6. On the following page, select the individual numbers, or check the top-most box to select all numbers displayed on the page, and click **Enable Forwarding**.

   <div data-with-frame="true"><figure><img src="/files/24332cde5cd445cd0737bda8cb0d19cb1debeb6e" alt=""><figcaption></figcaption></figure></div>
7. A pop-up will appear confirming call forwarding enablement. Click **Enable** to confirm.
8. Call forwarding is now enabled for selected users. Repeat the process as necessary for as many users or pages as are applicable.
9. When the survivability event is over, repeat this process until step 6. Instead, click **Disable Forwarding** and confirm when prompted to remove call forwarding for the selected numbers.


# Troubleshooting

Address common issues that can occur when using the ZPLS module.

This page provides step-by-step instructions to test specific pieces of the ZPLS module, including internet connectivity, testing mode, and how to simulate a failover. Performing these tests is not required, but may be desirable to confirm survivability functionality.

### Testing and Validating Connectivity

After completing the setup process, customers can test and validate ZPLS module connectivity between the Zoom Phone cloud and other common services. These tests confirm the cloud is operational and all necessary agents and services required to run the ZPLS module are working correctly.

#### <mark style="color:blue;">Verify ZPLS Agent Operation from the Web</mark>

To verify ZPLS agent status, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Advanced** sub-menu, select **Zoom Node**.
3. In the top-left corner of the screen, confirm **Zoom Node - Phone Local Survivability** is selected in the pulldown menu.

   <div data-with-frame="true"><figure><img src="/files/bd1eb47b1ad830286a8bed9fc71a05c162a9033e" alt=""><figcaption></figcaption></figure></div>
4. Select the **Nodes** tab to the right of the dropdown and locate the appropriate server.
5. Click on the server name and validate that both the **Monitor Agent** and **Node Agent** processes are running.

   <div data-with-frame="true"><figure><img src="/files/74455dc9c89c8efc2aef01e331519b81e0abb1cc" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Verify Cloud Connectivity from the ZPLS Module</mark>

To verify network connectivity from the ZPLS module, perform the following steps:

1. Open a console window into the virtual machine, and authenticate using the **zoom-setup** username and password created [during installation](#_xqxflbqfdqgv).
2. Enter number 2 to enter the network testing tool.

   <div data-with-frame="true"><figure><img src="/files/5cb762b578d1181ff7e2d4b615a64a54504a8a1e" alt="" width="563"><figcaption></figcaption></figure></div>
3. Choose from the list of tests.

   <div data-with-frame="true"><figure><img src="/files/8753251e49feb4bb32bd529514a2a730d989db29" alt="" width="563"><figcaption></figcaption></figure></div>

   1. **Common Connectivity** tests the ZPLS module’s ability to communicate with Zoom cloud services.

      <div data-with-frame="true"><figure><img src="/files/64a9bbab707631ab0e8fef7a77f986852866c253" alt="" width="563"><figcaption></figcaption></figure></div>
   2. **Phone Connectivity** tests the ZPLS module’s ability to communicate with Zoom Phone data centers.

      <div data-with-frame="true"><figure><img src="/files/02bb946a310e65b207400b58a5161cc7adf8cdbb" alt="" width="563"><figcaption></figcaption></figure></div>
   3. **Diagnose Network** contains a list of tools used to test network connectivity.

      <div data-with-frame="true"><figure><img src="/files/2efcd6d1e964c2e31101a304fe0f53bc903ad387" alt="" width="563"><figcaption></figcaption></figure></div>

### Testing Mode

Admins can enable testing mode on a ZPLS module to simulate a failover event with ease. While in testing mode, all *new* client registrations will route to the ZPLS module instead of the Zoom Phone cloud, and previous registrations will remain unaffected. If an SBC is configured, all calls will route through the SBC as if a survivability event were ongoing. To enable testing mode, perform the following steps:

1. Sign into the Zoom web portal.
2. Under the **Phone System Management** sub-menu, select **Company Info**.
3. Click **Account Settings** in the top-left corner.

<div data-with-frame="true"><img src="/files/8868fe6366e2e13097722c9cea595aeca042f0da" alt="" width="563"></div>

4. On the following screen, locate the **Zoom Node** subsection, and the setting for **Local Survivability**. Click **Manage** to load a new page.

<div data-with-frame="true"><figure><img src="/files/c9c47812a2c0383d0d8d435a7ae8a73f63a68b59" alt=""><figcaption></figcaption></figure></div>

5. On the new page, toggle the **Testing Mode** switch to enable.

<div data-with-frame="true"><figure><img src="/files/75a265c15d4195ddd75fed5de0c13c91a6741655" alt="" width="563"><figcaption></figcaption></figure></div>

6. Once testing mode is enabled, the ZPLS module must be restarted. To test connectivity to the module, users should logout and log back into their client to register to the ZPLS module. (Re-logging is only required for Testing Mode and does not apply to survivability events.)

{% hint style="info" %}
Testing mode is restricted to the desktop client and does not affect physical devices like IP phones.
{% endhint %}

### Simulating a Failover

In addition to testing mode, customers can also simulate a failover through firewall and network manipulation. This is not required due to the existence of testing mode, but is available for customers seeking to test the robustness of the survivability solution in a simulated scenario.

To simulate a failover, internet access to the Zoom Phone network must be restricted. Customers can force this restriction by blocking all connections and ports outlined in the [Network Ports and Data Flow](#_pswiusfsww6t) section of this document.

After connections begin to fail, desktop clients and physical IP phones will detect a network loss and begin to failover to the ZPLS module. Desktop clients will display the following message, confirming connectivity is unavailable:

<div data-with-frame="true"><figure><img src="/files/b6fec470c931a0f2b7a028feffbc63addf12735e" alt=""><figcaption></figcaption></figure></div>

To confirm the client is connected to the ZPLS module, perform the following steps:

1. Click on the profile picture or icon in the top-right corner of the client.
2. Click on **Settings**.
3. Within the Settings menu, select **Statistics**.
4. Select the **Phone** tab.
5. Confirm the **Register Server** IP address and port match the site’s ZPLS Module’s.
6. If successfully connected, the client is operating in survivability mode.

{% hint style="info" %}
The ZPLS module will not accept SIP Registrations unless the OPTIONS keepalive ping between it and the cloud has failed. In addition to blocking Zoom Phone traffic to/from the cloud, admins must also ensure to block traffic between the ZPLS module and the Zoom Phone cloud.
{% endhint %}

After a successful test, network admins should restore full network functionality between all appliances and devices, as outlined in the [Network Ports and Data Flow](#_pswiusfsww6t) section of this document.


# Desk Phone Provisioning & Customization Field Guide

## Introduction

This field guide provides a practical, end-to-end resource for deploying Zoom Phone with certified desk phones. It supports IT teams, architects, and administrators by outlining the full lifecycle of a desk phone deployment—from hardware selection to troubleshooting. Because voice infrastructure has many interlocking dependencies (network readiness, device compatibility, provisioning flow, and feature enablement), this document focuses on eliminating guesswork and promoting predictable, repeatable outcomes.

Zoom Phone desk phones play a critical role in environments where dedicated hardware is preferred or required. These include reception areas, shared workspaces, clinical/industrial settings, and organizations transitioning from legacy PBXs. This guide is designed to help such teams modernize their telephony footprint while maintaining high availability, consistent call quality, and supporting security best practices.

## Device Compatibility and Planning

Choosing compatible hardware is the foundation of any reliable deployment. Zoom provides a [continually updated certified hardware list](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242), which helps ensure that each device is tested for SIP interoperability, provisioning compatibility, and firmware support. Relying on uncertified models increases the risk of provisioning failures, missing features, or unsupported behaviors during troubleshooting. [Zoom Phone Interop-certified hardware](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0074333) offers essential interoperability but requires manual SRTP configuration with minimum AES-128 encryption and does not support advanced provisioning features.

When selecting devices, map functional requirements to user roles rather than defaulting to a single model across the organization. Receptionists may need many line keys, assistants may require shared-line monitoring, executives may need advanced speakerphones, and warehouse staff may depend on DECT (Digital Enhanced Cordless Telecommunications) mobility. Specialty devices such as Algo paging units, 2N door phones, and CyberData alerting products must also come from the supported devices list to ensure they behave properly in paging, alerting, and SIP event scenarios.

## Network Readiness

Network readiness is the most important factor for successful Zoom Phone deployments. Desk phones rely on consistent outbound connectivity to Zoom services for SIP signaling, provisioning, media transport, and security updates. Misconfigured firewalls, blocked ports, unstable DNS, or inconsistent NTP time sources can all cause registration failures, one-way audio, or unexpected device reboots. For this reason, validating your network against Zoom’s [firewall requirements](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060548#h_01EEBSGCKBYVB20MCVPR78T0NN) before phone installation is critical to avoid costly rework.

In addition to basic IP reachability, multi-site or VLAN-segmented networks must ensure that phones receive the correct IP addressing, DHCP options, and QoS priority. LLDP-MED allows phones to communicate switch-port identity and VLAN tagging details to Zoom Phone’s [emergency location services](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062169), enabling accurate floor-level or room-level call routing. Organizations should document network topology, VLAN numbering, trunk configuration, and path redundancy to ensure devices behave consistently across the environment.

## Critical Pre-Provisioning Checklist

A structured pre-provisioning checklist ensures that IT teams do not encounter avoidable issues during rollout. Confirming [firewall rules](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060548), [validating device support](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242), testing DHCP/NTP/DNS responsiveness, and confirming Emergency Location Services behavior helps mitigate provisioning failures once devices reach end users. This pre-flight process is especially important for large or distributed deployments where troubleshooting devices after installation is time-consuming.

Beyond network checks, organizations should prepare inventory systems, tracking MAC addresses, owners, device locations, and assignment status. This prevents mix-ups with duplicate MAC entries or devices appearing in the portal as unassigned. Finally, confirm whether certain features—such as call monitoring, advanced call park, or survivability—are enabled on your account, and activate them if not before deployment to enable feature availability on day one.

## Provisioning Approaches

Zoom supports two provisioning workflows: Zero Touch Provisioning (ZTP) and Assisted Provisioning. ZTP is the preferred method because it may reduce manual configuration, and reduces errors and allows remote “drop-ship” deployments. Once added to the Zoom portal, phones automatically retrieve configurations when powered on, making large-scale rollouts significantly easier to manage.

[The provisioning overview](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173#h_951fa0ec-bd12-430e-a450-f455a0e2621b) provides a detailed explanation of both workflows.

Assisted provisioning is used when devices cannot reach manufacturer ZTP servers, when the network is highly restricted, or when deploying specialty devices like paging speakers or door phones. Assisted provisioning requires technicians to log into the phone’s web interface and manually input a Zoom-provided provisioning URL. While slower than ZTP, it provides fine-grained control and works in environments with air-gapped or non-standard network requirements.

Some vendors have management applications and/or direct APIs that can be used to configure the phone directly. These options may help with large-scale deployments, especially in environments where those specific models/vendors are deployed and may have the management suite running. Check with your vendor to see if these options are available to you.

If your organization uses Zoom Phone Appliances (ZPAs), refer to the [Zoom Phone Appliance Admin Guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064658) for in-depth provisioning information, as it is different from the methods below, and the [Certified Zoom Phone Appliance list](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0065959) to verify your devices.

## Zero-Touch Provisioning (ZTP) Workflow

ZTP offers the most scalable and reliable method for provisioning certified desk phones. Once a device is added to the Zoom portal, the phone contacts the manufacturer’s cloud service, validates its MAC address, and receives a redirect to Zoom’s provisioning server. This enables consistent application of SIP settings, security profiles, line keys, and firmware. [Following the ZTP workflow](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173#h_fb8c8318-f793-4b42-b141-2f09e00867e0) helps keep provisioning data secure and streamlined.

Because ZTP often includes firmware updates, devices may reboot multiple times during their initial setup. This behavior is expected and should not be interrupted. IT teams should ensure that the network path to ZTP servers remains open during deployment and that any previously deployed phones have DHCP options removed, as this can block ZTP. Faulty cabling, PoE instability, or blocked ports are common causes of ZTP interruptions that must be addressed before full rollout.<br>

<div data-with-frame="true"><figure><img src="/files/BSkhQA8ylyhPJ0xuEfBc" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/b2sPSKLSvG0uXNslpdpr" alt=""><figcaption></figcaption></figure></div>

## Assisted Provisioning by Manufacturer

When ZTP cannot be used, assisted provisioning provides full control over the provisioning process. Each vendor requires slightly different steps:

* [Cisco MPP phones use the “Profile Rule” field to receive Zoom configuration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058755).
* [Yealink models require entering the provisioning URL into the Auto-Provision menu](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064882).
* [Poly devices use a dedicated provisioning server address](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064115).
* [AudioCodes and Grandstream endpoints have unique URL syntaxes and certificate considerations.](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173#h_01F65FEPTABPHZERDMF84NBET6)
* [Specialty endpoints such as Algo, CyberData, and 2N require model-specific settings for paging, relay control, and door access](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063146).

Assisted provisioning is ideal for controlled environments, test labs, or cases where phones have previously been registered to another platform and must be fully reinitialized.

## Manufacturer-Specific Considerations

Each device manufacturer implements provisioning, line key behavior, firmware updates, and emergency location reporting differently. Organizations should validate supported features and firmware versions against Zoom’s [certified hardware documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242). This reduces the risk of discovering unsupported BLF (Busy Lamp Field) modes, paging limitations, or call monitoring incompatibilities after deployment.

Firmware versioning is especially important: some features—like shared line appearance or companion mode—require minimum firmware levels. Additionally, conference phones, DECT systems, and sidecars may have vendor-specific constraints that impact deployment planning. By documenting these considerations up front, IT teams can prevent inconsistent behavior across device families.

## Feature Availability and Use-Case Mapping

Different desk phone models support different capabilities. For example, some have robust BLF support for reception areas, while others support hot desking or line key expansion modules. Reviewing the [feature compatibility matrix](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061373) will help you choose devices aligned with user expectations and business workflows.

## Companion Mode and Meetings

Companion Mode allows users to join a Zoom meeting from their desk phone for audio while using the Zoom Workplace desktop or mobile app for video, chat, and controls. This hybrid workflow is ideal for employees who prefer a hardware handset or higher-quality speakerphone. Devices display a Zoom meeting key when a meeting invite arrives, enabling seamless joining.

Companion Mode supports flexible user behavior: users can switch audio sources mid-meeting or reassign audio to their desk phone for long calls. Review[ the companion mode documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067194) to confirm your selected devices support this feature.

## Desk Phone Customization

Zoom Phone enables flexible and powerful customization of desk phones, making it possible to tailor each device to the needs of the user or environment. Through the web portal you can configure standard user settings (like time zone, voicemail, business hours), and more importantly adjust hardware-specific parameters such as line keys, speed-dial, busy lamp field, hot-desking behavior, background image, and outbound caller ID.

For administrators managing large deployments, Zoom Phone supports [provisioning templates](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062241): custom configuration profiles that can be applied across the organization — globally, per site, or for individual phones. These templates let you predefine network settings, NTP servers, DTMF behavior, phone-specific configuration parameters, and more. This makes scaling easier and enables consistent configuration across devices.

On a per-user or per-device level, features like BLF or speed-dial can be assigned to physical or soft keys, giving receptionists, assistants, or shared-line users a streamlined way to monitor presence, quickly dial colleagues, or answer calls. Because the line-key layout and assignments come from the Zoom portal, you avoid manual configuration at each phone — simplifying onboarding and reducing error risk.

Finally, Zoom’s customization extends beyond call control: you can define background images for phone display screens, set time formats, language, and control whether the phone’s web interface is enabled (for future manual admin access). This lets you standardize function, branding, and user experience across your deployment footprint.

For more information on feature customization, refer to our[ Desk Phone Features article matrix](https://support.zoom.com/hc/en/category?id=kb_category\&kb_category=c1d4fed28720391089a37408dabb353b).

## Emergency Services and Location

Accurate emergency calling relies on properly configured locations, addresses, and network identifiers. Zoom Phone uses a combination of static site information, user-provided addresses, and dynamically detected network identity (switch port, wireless BSSID, IP subnets) to determine the correct dispatchable address. This system ensures users can make emergency calls even when working across large campuses or multi-floor buildings.

Views into[ emergency routing](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061026) are provided in Zoom’s emergency services documentation, while [configuration guidance for address and location objects is documented separately](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0066469). IT teams should periodically review emergency behavior to ensure accuracy after office renovations or network topology changes.

For more information, refer to our [Emergency Services Best Practices Guide](https://library.zoom.com/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices).

## Zoom Phone Local Survivability (ZPLS)

Zoom Phone Local Survivability enables essential calling functions to continue during WAN outages or disruptions in connectivity to Zoom’s cloud. Deployed as a module on a Zoom Node appliance, ZPLS enables internal extension dialing, basic transfers, and, when paired with an SBC, limited PSTN backup. This capability is beneficial for organizations that prioritize uptime requirements or specific operational requirements. Not all deskphones support ZPLS, so check our [Desk Phone feature device matrix](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061373#h_01GGF32MEZ6DDT3VBE8Y2D6JH3) to verify compatibility.

ZPLS behavior, configuration, and failover logic are outlined in [Zoom’s survivability documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0058798). Organizations should test outage scenarios to confirm expected behavior before rolling out to critical locations.

## Troubleshooting

Common desk phone issues stem from incorrect VLAN assignments, DHCP misconfigurations, firewall restrictions, or SIP ALG interference. Registration failures often indicate reachability problems with provisioning servers, while missing features may indicate model or firmware mismatches.

Zoom provides thorough troubleshooting documentation for provisioning and connectivity issues, as well as broader troubleshooting guidance for all Zoom Phone components [in our support documentation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063173).


# Zoom Phone Spam Field Guide

### Introduction

This document is designed to provide readers with a comprehensive understanding of how spam call protection works in Zoom Phone. Spam calls can disrupt business operations and reduce productivity, but Zoom Phone offers multiple layers of protection to identify, block, and remediate spam calls across your organization.

Understanding spam protection is essential for maintaining communication quality and ensuring legitimate calls reach your users while unwanted calls are filtered out. This guide covers how spam detection works, configuration options for admins, user-level controls, monitoring capabilities, and solutions for when your outbound calls are incorrectly tagged as spam by other carriers.

### How to Use this Document

This document is organized to provide information in a logical flow that makes understanding spam protection easier. Throughout this document, we have structured content in several ways:

**Role-based organization:** Separate sections for administrators who configure account-wide settings and users who manage their own spam blocking preferences.

**Task-based sections:** Content is organized by what you need to accomplish: Understanding Spam Protection, Configuring Protection, Managing User Settings, Monitoring Activity, and Troubleshooting.

**Statement-answer format:** Common questions and issues are presented as statements describing your situation, followed by comprehensive answers and solutions.

For example, when you see "*My outbound calls are being tagged as spam by recipients*," you immediately know this section addresses your situation, and the answer provides the exact steps to resolve the issue. We've included detailed configuration options, step-by-step procedures, and comprehensive troubleshooting guidance to give you the most complete information available.

Links to relevant support articles are provided throughout to give you access to the most current instructions for each process.

### What You Need to Know Before Enabling Spam Protection

#### <mark style="color:blue;">Prerequisites</mark>

**For Administrators:**

* Account owner or admin privileges
* Pro, Business, or Enterprise account
* Zoom Phone calling plan
* Zoom Phone licenses

**For Users:**

* Business or Enterprise account
* Zoom Phone license
* Zoom Workplace desktop app for Windows, macOS, or Linux (Global minimum version or higher)
* Zoom Workplace mobile app for Android or iOS (Global minimum version or higher)
* Spam Protection enabled by admin

#### <mark style="color:blue;">Key Spam Protection Concepts</mark>

**Auto-mark Spam**

Zoom Phone can automatically analyze inbound calls and tag potential spam calls based on global industry standards. This feature is enabled by default for Enterprise accounts and uses call analytics to identify spam patterns without requiring manual intervention.

**Manual-mark Spam**

Admins can define thresholds where the system automatically marks phone numbers as spam based on how many users have reported them. This creates a collaborative spam detection system where user reports contribute to organization-wide protection.

**Spam Sensitivity Levels**

Zoom offers three sensitivity levels for automatic spam detection:\
**Low Sensitivity**: Marks calls as spam with definite certainty\
**Medium Sensitivity**: Marks calls as spam with moderate certainty\
**High Sensitivity**: Marks calls as spam with strong certainty

**Spam vs. Maybe Spam**

The system distinguishes between definite spam (marked as "**SPAM**") and potential spam (marked as "**Maybe** **SPAM**") based on confidence levels and user reports.

**Handling Options**

When a call or SMS is identified as spam, admins can choose how to handle it. For both calls and SMS, admins can block the number entirely or mark without blocking, which allows the call or SMS through and labels it as spam. There are call and SMS specific actions listed below:

* Calls:
  * Forward to voicemail/videomail
* SMS:
  * Disable sending or receiving attachments
  * Disable hyperlinks
  * Screen phishing links

#### <mark style="color:blue;">Different Types of Spam Protection</mark>

**Inbound Spam Protection**

Protects your users from receiving unwanted calls by identifying and blocking spam callers. This includes both auto-detection and user-reported spam.

**Outbound Spam Remediation**

Protects your organization's reputation by monitoring your phone numbers for spam tags applied by other carriers and automatically working to remove those tags.

**Enterprise Spam Registration**

Allows organizations to register their business information and phone numbers with major U.S. carriers to improve caller ID reputation and reduce the likelihood of legitimate calls being tagged as spam.

#### <mark style="color:blue;">Additional Resources and How to Configure</mark>

* [Admin guide for Zoom Phone Spam](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057965)
* [User guide for Zoom Phone Spam](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057964)
* [Viewing the Zoom Phone Spam dashboard](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0081913)
* [Outbound calls blocked or tagged as spam](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062095)
* [Enabling spam tag remediation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080575)
* [Managing Enterprise spam labeling registration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0082998)

For additional support or questions not covered in this guide, please contact Zoom Phone support through the web portal or [visit our support documentation](https://support.zoom.com/).

### Monitoring Spam Activity

#### <mark style="color:blue;">Accessing the Spam Dashboard</mark>

1. Sign in to the [Zoom web portal](https://zoom.us/signin#/login) as an admin.
2. In the navigation menu, click **Dashboard**.
3. At the top of the page, click the **Phone** tab.
   1. **Note**: If the Phone tab isn't visible, click the **ellipsis (...)**, then click **Phone** to access the tab.
4. Click the **Spam** tab.
   1. (Optional) At the top of the page, filter the dashboard.
5. Select the date range you want to view.
6. Click the dropdown and select the **Spam Auto-mark Sensitivity** level.

**Important**: The sensitivity filter on the dashboard page does not change your settings in Account Settings. It only filters the data displayed on the dashboard.

#### <mark style="color:blue;">Understanding Dashboard Metrics</mark>

**Key** **Metrics** (displayed at the top of the page):

* **Spam**: Number of direct calls to users marked as **Spam** by either auto-mark or manual-mark feature, including the percentage of inbound calls (excludes **Wrongly Marked Spam**)
* **Maybe** **Spam**: Number of direct calls marked as **Maybe Spam**, including the percentage of inbound calls (excludes Wrongly Marked Spam)
* **Inbound** **PSTN** **Calls**: Total direct PSTN calls to users, with date range change indicator
* **Unique** **Callers**: Unique count of inbound phone numbers making direct PSTN calls to users, with date range change indicator

#### <mark style="color:blue;">Reviewing the Inbound Calls Chart</mark>

The Inbound Calls section displays a chart showing the volume of direct PSTN calls categorized over time:

* **Spam**
* **Maybe Spam**
* **Not Spam**
* **Wrongly Marked Spam** (calls marked as spam by auto-mark but marked as Not Spam by users)

Hover your cursor over the chart to view specific dates and percentages for each category.

#### <mark style="color:blue;">Analyzing the Top 100 Impacted Phone Numbers</mark>

This section shows the top 100 phone numbers in your organization that have received the most spam and maybe spam calls.

**Information** **displayed**:

* Phone number
* Total calls received
* Spam calls received
* Maybe spam calls received
* User or extension assigned to the number

Use this data to identify which users are most affected by spam calls and may need additional protection measures.

#### <mark style="color:blue;">Analyzing the Top 100 Spam Callers</mark>

This section shows the top 100 callers who were tagged as spam or maybe spam.

**Information** **displayed**:

* Caller phone number
* Total calls made
* Auto-mark spam for calls status
* Manual mark status
* Number of calls made

Use this data to identify persistent spam callers and verify that your spam detection is working correctly.

### Outbound Spam Protection

#### <mark style="color:blue;">Why Your Outbound Calls May Be Tagged as Spam</mark>

When you make outbound calls from Zoom Phone, your calls may be blocked or tagged as spam by the receiving party's phone service or carrier. This happens because carriers are increasingly implementing call-blocking programs to protect consumers against abusive robocalls. If your account has erroneous spam tagging, see our section on Spam Tag Remediation.

**Common reasons your calls are tagged as spam**:

* **High-volume, short-duration calls**: U.S. carriers like AT\&T, Verizon, and T-Mobile block or tag calls that follow robocalling patterns
* **Third-party database services**: The receiving party may use services like Nomorobo that have your number flagged
* **Third-party phone service filters**: The receiver may have filters blocking certain number prefixes
* **Lack of caller ID registration**: Your business information isn't registered with carriers and analytics providers

#### <mark style="color:blue;">Proactively Allowing Your Numbers with U.S. Carriers</mark>

If you make frequent, legitimate outbound calls (such as appointment reminders), you can proactively register your numbers to prevent them from being categorized as spam.

**U.S. Carriers to Contact**:

* Hiya
* TNS
* Sprint
* T-Mobile

**Robocall Database Services to Contact**:

* Nomorobo
* YouMail

**Analytics Providers**:

* Call Transparency
* Free Caller Registry (helps reach analytics providers that support major U.S. carriers)

Contact these organizations directly to request that your phone number be allowed and provide information about your legitimate business use.

#### <mark style="color:blue;">Spam Tag Remediation</mark> <a href="#spam-tag-remediation" id="spam-tag-remediation"></a>

The spam tag remediation feature automatically monitors your phone numbers for spam tags applied by other carriers and works to remove them.

**Requirements**:

* Zoom Contact Center Premium or Elite license or Zoom Phone license with Zoom Auto Dialer add-on
* Zoom Spam Monitoring and Remediation SKU (unless using Contact Center Outbound Dialer)
* Completion and approval of Spam Tag Remediation enrollment form
* Supports both native and BYOC numbers

**Limitations**: Currently available only in the United States (phone numbers with +1 country code)

#### <mark style="color:blue;">Understanding the Remediation Process</mark>

Once numbers are enrolled, they will display an updated spam status indicator in the admin portal. When a number is detected as spam:

1. You'll see inline alerts in several locations in the admin portal
2. The automatic remediation process starts immediately
3. The process usually takes 1-2 days (may take longer for regulatory disputes)
4. No manual action is required from you
5. If successful, the spam label is automatically removed

For **Zoom Contact Center**: With automatic caller ID matching, spam-flagged numbers are skipped during the caller ID matching process. Once the spam tag is removed, the number becomes eligible again. However, if a spam-tagged number is configured as the default caller ID, it will not be skipped by the default caller ID matching rule.

### Troubleshooting and FAQ

#### <mark style="color:blue;">My outbound calls are being blocked or tagged as spam by recipients</mark>

Start by identifying which carrier or service is blocking your calls, then contact them directly to request allowlisting. Provide documentation of your legitimate business use to support your request. For long-term solutions, complete **Enterprise Spam Labeling Registration** to register your business with major carriers and enable **Spam Tag Remediation** to automatically monitor and remove spam tags. Follow best practices for outbound calling by avoiding high-volume, short-duration call patterns.

#### <mark style="color:blue;">Too many spam calls are reaching my users</mark>

Verify that Spam Protection is enabled at the account level and adjust the **Spam Filter Level** to a higher sensitivity. Encourage users to mark spam calls, which helps improve the system's accuracy over time. Review the **Top 100 Spam Callers** in the dashboard to identify persistent offenders and consider changing call handling to **Block this number** or **Forward to voicemail**. For heavily impacted users, enable **Call Screening**, which requires external callers to press a button to connect.

#### <mark style="color:blue;">Legitimate calls are being incorrectly marked as spam</mark>

Have users mark the numbers as **Not Spam** from their call history or voicemail and adjust the **Manual mark NOT SPAM threshold** to a lower number. Lower the **Spam Filter Level** sensitivity to reduce false positives. Add the numbers to user or company contacts, then enable **Exclude user and company contacts from Spam Protection**. Review the **Wrongly Marked Spam** metric in the dashboard regularly to assess how often this occurs.

#### <mark style="color:blue;">I need to view spam activity for a specific time period</mark>

Access the Spam Dashboard by navigating to **Dashboard > Phone > Spam** in your admin portal. At the top of the page, select your desired date range to filter the data. Review the **Inbound Calls** chart to see trends over time and identify patterns. Export data if needed for reporting purposes.

#### <mark style="color:blue;">A specific phone number keeps calling despite being blocked</mark>

Verify the number is in the spam number list by checking **Account Settings > Spam Protection > Manage Number List**. Confirm the call handling is set to **Block this number** rather than just **Mark without Block**. Check if the caller is using number spoofing or rotating through multiple numbers. Consider blocking the entire area code or prefix if appropriate, and report persistent spam callers to your local authorities if they're harassing or threatening.

#### <mark style="color:blue;">Spam tags aren't appearing on my calls</mark>

Verify Spam Protection is enabled in **Account Settings** and confirm you have a Business or Enterprise account. Check that your phone numbers are U.S. or Canadian numbers, since auto-mark only works for +1 numbers. Ensure users have the minimum required Zoom Workplace app version and allow time for the system to learn spam patterns.

#### <mark style="color:blue;">My outbound numbers may have spam tags applied to them</mark>

Go to **Number Management > Phone Numbers > Related Features > Spam Tag Remediation** to check your numbers' status. Review the spam status indicator for each enrolled number and look for inline alerts indicating spam detection. Monitor the automatic remediation process status to see if Zoom is actively working to remove tags. Without Spam Tag Remediation, you may not know your numbers are tagged unless recipients inform you.

#### <mark style="color:blue;">I don't understand the difference between auto-mark and manual-mark spam</mark>

Auto-mark spam uses call analytics and global industry standards to automatically identify spam without user input. It's available only for U.S. and Canadian numbers, offers three sensitivity levels, and works immediately upon enablement. Manual-mark spam is based on user reports and defined thresholds, requiring users to actively mark numbers as spam. It creates organization-specific spam lists and overrides auto-mark settings when thresholds are reached.

#### <mark style="color:blue;">I want to use both auto-mark and manual-mark spam together</mark>

Yes, and this is recommended for best results. Manual-mark thresholds will override auto-mark decisions, allowing your organization's collective experience to fine-tune the automatic detection system. This combination provides baseline protection through industry-standard spam detection while allowing your users' reports to adapt the system to your specific calling patterns.

#### <mark style="color:blue;">My spam tag remediation is taking longer than expected</mark>

The automatic remediation process typically takes 1–2 days to complete. It may take longer if there are regulatory disputes with carriers or if the spam tag was applied by multiple carriers. No manual action is required from you during this process. If remediation is unsuccessful after several days, open a support ticket for additional assistance.

#### <mark style="color:blue;">I don't understand what happens during spam tag remediation</mark>

For Zoom Contact Center with automatic caller ID matching, spam-flagged numbers are skipped during the caller ID matching process. Once the tag is removed, the number becomes eligible for matching again. For regular Zoom Phone, the system automatically works with carriers to remove the tag and you'll see status updates in the admin portal. If unsuccessful after the initial attempt, you may need to open a support ticket.

#### <mark style="color:blue;">I need to configure spam protection for SMS messages</mark>

You can configure spam handling for SMS with two options. **Block this number** blocks SMS entirely so users cannot view spam messages. Mark without Block labels SMS as spam but allows delivery. Configure this in **Account Settings > Zoom Phone > Spam Protection > Call Handling & SMS Options > Incoming SPAM SMS**.

#### <mark style="color:blue;">Spam protection is blocking calls from my legitimate customers</mark>

Enable Exclude user and company contacts from Spam Protection to automatically allow all saved contacts through. Have users save customer numbers to their contacts so they're recognized as legitimate callers. Adjust sensitivity levels appropriately, as lower sensitivity reduces false positives, and train users to mark incorrectly flagged numbers as Not Spam. Regularly review the Wrongly Marked Spam metric in your dashboard to catch patterns.

#### <mark style="color:blue;">I received a spam call and need to know what to do</mark>

Don't answer if the call is already marked as spam unless you recognize the number. Mark the call as spam from your call history or voicemail if it wasn't automatically detected. Select **Spam calls** rather than **Other reasons** to help protect your entire organization. Report persistent harassment to your admin and use Do Not Disturb mode if you're experiencing a spam call attack.

#### <mark style="color:blue;">I want to block entire area codes or prefixes</mark>

While Zoom Phone allows you to block specific numbers and prefixes, blocking entire area codes should be approached cautiously as it may block legitimate callers. If you're experiencing spam from specific prefixes, you can add them to your blocked number list. However, consider the business impact before implementing broad blocking rules. A better approach is often to use higher spam sensitivity levels and encourage user reporting.

#### <mark style="color:blue;">I'm concerned about auto-mark spam detection accuracy</mark>

Accuracy depends on the sensitivity level you choose, the quality of global spam databases, user feedback through manual marking, and how typical spam patterns match your incoming calls. Monitor the Wrongly Marked Spam metric in the dashboard to assess accuracy for your organization. If you see high numbers of wrongly marked spam, consider lowering your sensitivity level. You can also implement the Exclude user and company contacts option to prevent known contacts from being blocked.

#### <mark style="color:blue;">I don't understand why I need Enterprise Spam Registration when I already have spam protection</mark>

These features serve different purposes and work together for comprehensive protection. Spam Protection protects your users from receiving unwanted inbound calls by filtering and blocking spam callers. Enterprise Spam Registration protects your organization's outbound calls from being tagged as spam by other carriers. Additionally spam registration works for international numbers, whereas spam remediation is only available for U.S. numbers. Both are recommended for comprehensive spam management, especially if your organization makes frequent outbound calls.

#### <mark style="color:blue;">I want to know what information is shared during Enterprise Spam Registration</mark>

Zoom shares your business legal name and public name, industry and company size, contact information, and business address with major U.S. carriers and their analytics partners. The system also shares DUNS and EIN numbers and all phone numbers in your account regardless of country, product, or native status. This information helps carriers verify your legitimacy and improve your caller ID reputation. It reduces the likelihood that your outbound calls will be blocked or tagged as spam by recipients.


# Third-Party Integrations

### Introduction

The following articles describe third-party integrations available with Zoom Phone.

{% content-ref url="/pages/npsBipG9inuAqPeI47uN" %}
[Zoom Phone and Avaya Phone System Integration Field Guide](/zoom-workplace/zoom-phone/third-party-integrations/zoom-and-avaya-phone-system-integration-field-guide)
{% endcontent-ref %}

{% content-ref url="/pages/nzE1s9eEtgh9AhM3asS2" %}
[Zoom and Mitel Phone System Integration Field Guide](/zoom-workplace/zoom-phone/third-party-integrations/zoom-and-mitel-phone-system-integration-field-guide)
{% endcontent-ref %}


# Zoom Phone for Microsoft Teams

This section provides an overview of Zoom Phone’s direct routing service for the Microsoft Teams client.

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams provides Zoom Phone's PSTN services directly within the Teams client interface</mark>

Zoom Phone for Microsoft Teams connects Zoom Phone’s telephony services to your Microsoft Teams Phone System as an underlying public switched telephone network (PSTN) provider. With this service, users can continue to use the Microsoft Teams client for their daily tasks with existing workflows; however, when a user makes or receives a telephone call, all calls are routed across Zoom Phone’s telephony infrastructure on the backend.

In this scenario, users maintain a consistent Teams client experience, where their workflows and interfaces are unchanged, but phone media and signaling are transported from the Teams client to Zoom Phone’s infrastructure for call handling and delivery, generally without their awareness.

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams is</mark> *<mark style="color:blue;">not</mark>* <mark style="color:blue;">the same as Zoom’s in-app integration for Microsoft Teams</mark>

Zoom Phone for Microsoft Teams is not the same as [Zoom’s in-app integration for Microsoft Teams](/admin-corner/third-party-integrations/integrating-zoom-with-microsoft-teams/zooms-in-app-integration-for-microsoft-teams), discussed earlier within this document. While Zoom’s in-app integration for Microsoft Teams incorporates various elements of Zoom Meetings, Zoom Phone, and Zoom Whiteboard into the client through an application interface, Zoom Phone for Microsoft Teams is a *direct routing as a service* offering.

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams supports a variety of hybrid deployment configurations for different scenarios</mark>

Incorporating Zoom Phone into the Teams client helps provide businesses with diverse hybrid service configurations for various scenarios and user workflows. For instance, with this integration a business can provision users for Zoom Phone on either an as-needed or full-time basis, or based on operational needs as demonstrated in the following example:

{% hint style="success" %}
**Example**

A manufacturing company uses Microsoft Teams as their primary internal collaboration tool, but prefers Zoom Phone's capabilities for managing call queues, common area phones, paging, and shared lines for their customer-facing teams.

With Zoom Phone for Microsoft Teams, the company can continue using the Teams client as the primary collaboration platform for internal users, while provisioning customer-facing users for Zoom Phone on an as-needed basis. In this scenario, the customer-facing teams can continue to benefit from Zoom Phone's call queue management and integrated telephony workflows, while providing a consistent client and hardware experience between all users within the company.
{% endhint %}

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams can operate as a primary telephony service provider, or be reserved for business continuity and disaster recovery scenarios</mark>

With Zoom Phone for Microsoft Teams, customers have flexibility for their primary telephony service provider. Customers can use Zoom Phone for their everyday business needs, or retain use of the service for business continuity and disaster recovery scenarios if their primary telephony service provider fails. Featuring a simple and easy-to-manage interface within the Zoom web portal, users can be [switched over to Zoom Phone calling within minutes](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057686#h_01H5WWHH008RVKFT9AC4PW2DZF) if the integration is pre-configured.

{% hint style="success" %}
**Example**

A security company uses the Microsoft Teams client for meetings, chat and telephony, but requires a 99.9% telephony service uptime as a part of their partner agreements. To achieve this, the company uses Zoom Phone as a secondary telephony provider for business continuity and disaster recovery. In the event the security company experiences a service-impacting event with their primary telephony service, they can failover to Zoom Phone until normal operations resume.
{% endhint %}

#### <mark style="color:blue;">SMS is not natively supported by Zoom Phone within the Teams client</mark>

Zoom Phone for Microsoft Teams does not currently support native short messaging service (SMS) functionality within the Teams client. Customers that require SMS functionality are encouraged to supplement this service with Zoom’s in-app integration for Microsoft Teams for SMS support.

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams does not require any additional plug-ins, add-ons, or network configurations</mark>

Once an account is provisioned for the service, authorized administrators can configure the integration using the Zoom and Microsoft Teams admin portals. This process is [outlined within Zoom’s support center](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057686); however, administrators should be aware that this process does not require installing any additional plug-ins or add-ons on user machines, and does not require complex network routing configurations or manual SIP trunking. Instead, this process can be wholly configured through the web using the provided instructions, helping to simplify the configuration process.

#### <mark style="color:blue;">Customers must have a Microsoft Phone System License</mark> *<mark style="color:blue;">and</mark>* <mark style="color:blue;">a license from Zoom to use this service</mark>

Zoom Phone for Microsoft Teams requires customers to have two distinct licenses: a Microsoft Phone System license and a Zoom Phone for Microsoft Teams license. Customers without either of these licenses cannot utilize the service.

### Feature Support

Zoom Phone for Microsoft Teams can utilize features from both Zoom Phone and Microsoft Teams phone systems. The following two sections outline feature support and availability between the two services.

#### <mark style="color:blue;">Microsoft Teams features supported with Zoom Phone</mark>

The following lists contain **Microsoft Teams** features that are compatible with Zoom Phone’s direct routing service.

**Supported Features**

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><ul><li>Inbound/Outbound calling to PSTN</li><li>International calling</li><li>Cloud-based voicemail</li><li>Devices assigned to users</li><li>Call forwarding</li><li>Simultaneous ringing</li><li>Group call pickup</li><li>Forward to group</li><li>Transfers (direct, consultative, voicemail)</li><li>Park/Retrieve call</li><li>Device switching</li><li>Distinctive ring alerts</li><li>Shared line appearance/delegation</li><li>Microsoft Teams call queues</li><li>Microsoft Teams auto receptionist</li></ul></td><td valign="top"><ul><li>Busy on busy</li><li>Hold/Resume call</li><li>Live transcriptions</li><li>Ad-hoc conferencing</li><li>Ad-hoc recording</li><li>Emergency services (US/CA - Nomadic)</li><li>Emergency services (rest of world)</li><li>Mobility policies</li><li>Holiday call handling</li><li>Zoom to Microsoft calling</li><li>Microsoft to Zoom calling</li><li>Call blocking</li><li>Caller ID (limited)</li><li>Common area phones</li></ul></td></tr></tbody></table>

**Unsupported Features**

* Unassigned number handling

#### <mark style="color:blue;">Zoom Phone features supported with Microsoft Teams</mark>

The following list contains **Zoom Phone** features that are supported for Microsoft Teams users.

**Supported Features**

| <ul><li>Automatic call recording</li><li>Zoom auto receptionist</li><li>Zoom call queues</li><li>Extension dialing from Zoom to Teams</li><li>AI Summary and Next Steps</li></ul> | <ul><li>Call Transfer</li><li>SMS/MMS (requires Zoom’s Teams integration)</li><li>Call spam mitigation</li><li>Inbound blocked list</li><li>Voicemail Prioritization</li></ul> |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |

### Supported Countries/Territories

The following countries/territories are eligible for Zoom Phone for Microsoft Teams:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><p><strong>North America</strong></p><ul><li>Canada</li><li>United States</li><li>Puerto Rico</li></ul><p><strong>Latin America</strong></p><ul><li>Argentina</li><li>Brazil</li><li>Chile</li><li>Colombia</li><li>Costa Rica</li><li>Ecuador</li><li>Mexico</li><li>Panama</li><li>Peru</li></ul><p><strong>Asia-Pacific</strong></p><ul><li>Australia</li><li>Hong Kong SAR</li><li>New Zealand</li><li>Singapore</li></ul></td><td valign="top"><p><strong>EMEA</strong></p><ul><li>Austria</li><li>Belgium</li><li>Croatia</li><li>Czech Republic</li><li>Denmark</li><li>Estonia</li><li>Finland</li><li>France</li><li>Germany</li><li>Greece</li><li>Hungary</li><li>Ireland</li><li>Israel</li><li>Italy</li><li>Lithuania</li><li>Luxembourg</li><li>Netherlands</li><li>Norway</li><li>Poland</li><li>Portugal</li><li>Romania</li><li>Slovakia</li><li>Slovenia</li><li>South Africa</li><li>Spain</li><li>Sweden</li><li>Switzerland</li><li>United Kingdom</li></ul></td></tr></tbody></table>

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams shows user presence throughout the integration</mark>

Managing both Zoom and Microsoft Teams can be challenging: coworkers may see you as available in Teams while you're actually in a Zoom meeting, or vice versa. Bi-directional presence synchronization solves this by keeping your status in sync across both platforms.

#### <mark style="color:blue;">Presence synchronization works by connecting your Microsoft account to Zoom through authentication</mark>

Once you connect your Microsoft account to Zoom through the web portal, your presence status flows both ways. When you are in a Zoom meeting, your Microsoft Teams status automatically updates to "In a Call." When you set yourself to "Do Not Disturb" in Teams, that status reflects in Zoom too. This synchronization extends beyond just Teams—your presence updates across Microsoft 365 apps like Outlook and SharePoint as well.

By authorizing the integration through Zoom's web portal with your Microsoft account, you are creating a direct connection between the two platforms. From there, the connection happens automatically.

#### <mark style="color:blue;">Presence synchronization requires admin enablement and version 6.1.5 or higher</mark>

Your organization needs to enable this feature at the admin level. You'll also need a Pro, Business, Enterprise, Zoom Phone, or Zoom Contact Center account, plus a Microsoft account to connect. The feature works across Zoom desktop apps (Windows, macOS, Linux), mobile apps (iOS, Android), Zoom Web App, Personal Zoom Rooms, and Zoom Phone Appliances—all running version 6.1.5 or higher.

#### <mark style="color:blue;">Contact presence appears in Call History, Voicemail, Lines, and Contacts tabs in the Zoom tab</mark>

With **Zoom Phone for Microsoft Teams**, your contact's Microsoft Teams presence appears in your Call History, Voicemail, Lines, and Contacts tabs. You will also see presence on your Speed Dial tab. Your contact’s **Zoom** presence will also be reflected in Microsoft Teams. This gives you real-time visibility into whether someone's available before you call them.

<figure><img src="/files/blMCRpoubeA36wAIMED8" alt=""><figcaption></figcaption></figure>

#### <mark style="color:blue;">Zoom and Microsoft Teams translate presence statuses to their closest equivalents</mark>

The two platforms don't use identical status labels, so Zoom translates between them. The system intelligently maps statuses to their closest equivalents, helping to ensure your availability is accurately communicated regardless of which platform your colleagues are using.

<table><thead><tr><th width="364.01171875">Zoom Presence</th><th>Microsoft Teams Presence</th></tr></thead><tbody><tr><td><strong>On a call</strong></td><td>In a Call</td></tr><tr><td><strong>In a Zoom Meeting</strong></td><td>In a Call</td></tr><tr><td><strong>Presenting</strong></td><td>Presenting</td></tr><tr><td><strong>Available</strong></td><td>Available</td></tr><tr><td><strong>In a calendar event</strong></td><td>Busy</td></tr><tr><td><strong>Do Not Disturb</strong></td><td>Do Not Disturb</td></tr><tr><td><strong>Busy</strong></td><td>Busy</td></tr><tr><td><strong>Away</strong></td><td>Away</td></tr></tbody></table>

#### <mark style="color:blue;">Zoom Phone for Microsoft Teams uses Microsoft Graph for Presence permissions</mark>

This section lists the essential Microsoft Graph permissions needed for the Zoom Phone and Microsoft Teams integration.

| Permission                                                                   | Microsoft Description                                                                                                                                                                                                                 | Zoom Usage                                                                                                                                                                                                                                                                            |
| ---------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p><strong>User.Read</strong></p><p><br></p>                                 | <p>Allows users to sign in to the app. It also allows the app to read basic company information of signed-in users.</p><p><br></p>                                                                                                    | <p>User authentication and basic profile access (<strong>UserId</strong>, <strong>Name</strong>, <strong>Surname</strong>).</p><p><br></p>                                                                                                                                            |
| <p><strong>User.ReadBasic.All</strong></p><p><br><br></p>                    | <p>Allows the app to read a basic set of profile properties of other users in your organization on behalf of the signed-in user. This includes display name, first and last name, email address, and photo.</p><p><br><br></p>        | <p>Organizational contact search and basic user information (<strong>UserId</strong>, <strong>Name</strong>, <strong>Surname</strong>, <strong>Email</strong>).</p><p><br><br></p>                                                                                                    |
| <p><strong>Chat.Read</strong></p><p><br><br></p>                             | <p>Allows an app to read 1-on-1 or group chat threads, on behalf of the signed-in user.</p><p><br></p>                                                                                                                                | <p>Read member lists when scheduling calls from chat contexts.</p><p><em>Does not read actual chat messages.</em></p><p><br></p>                                                                                                                                                      |
| **Calendars.Read**                                                           | Allows the app to read events in user calendars.                                                                                                                                                                                      | Calendar integration and meeting scheduling optimization.                                                                                                                                                                                                                             |
| <p><strong>Calendars.ReadWrite.Shared</strong></p><p><br></p>                | Allows the app to create, read, update, and delete events in all calendars in the organization the user has permissions to access. This includes delegate and shared calendars.                                                       | <p>Schedule Zoom meetings on shared or delegated calendars.</p><p><br></p>                                                                                                                                                                                                            |
| <p><strong>Contacts.Read</strong></p><p><br></p>                             | Allows the app to read user contacts.                                                                                                                                                                                                 | Contact synchronization between Microsoft Teams and Zoom Phone.                                                                                                                                                                                                                       |
| <p><strong>User.Read.All</strong></p><p><br></p>                             | Allows the app to read the full set of profile properties, reports, and managers of other users in your organization on behalf of the signed-in user.                                                                                 | <p>Read user's profile for basic information about the user (<strong>Name</strong>, <strong>Surname</strong>, <strong>Email</strong>, <strong>Locale</strong>, <strong>Phone</strong> <strong>Number</strong>).</p><p><br></p><p>Search user's phone number to make a phone call.</p> |
| **Presence.Read.All**                                                        | Allows the app to read presence information of all users in the directory on behalf of the signed-in user. Presence information includes activity, availability, status note, calendar out-of-office message, timezone, and location. | Get the presence of a Microsoft contact.                                                                                                                                                                                                                                              |
| <p><strong>Place.Read.All</strong></p><p><br></p>                            | <p>Allows the app to read your company's places (conference rooms and room lists) for calendar events and other applications, on behalf of the signed-in user.</p><p><br></p>                                                         | <p>Used to obtain room data for scheduled meetings. If the room data exceeds 200, you must authorize the Place scope to obtain all rooms. This is a Microsoft restriction.</p><p><br></p>                                                                                             |
| <p><strong>ChatMessage.Send</strong></p><p><br></p>                          | Allows an app to send one-to-one and group chat messages in Microsoft Teams, on behalf of the signed-in user.                                                                                                                         | For CMC (**Continuous Meeting Chat**) feature: BI-Sync Zoom meeting chat and Microsoft Teams group chat. Sync Zoom meeting chat message to Teams.                                                                                                                                     |
| <p><strong>ChatMember.ReadWrite</strong></p><p><br></p>                      | Add and remove members from chats, on behalf of the signed-in user.                                                                                                                                                                   | For CMC feature: BI-Sync Zoom meeting chat and Microsoft Teams group chat. Sync Zoom meeting chat member change event to Teams.                                                                                                                                                       |
| <p><strong>Chat.ManageDeletion.All</strong></p><p><br></p>                   | Allows the app to delete and recover deleted chats, on behalf of the signed-in user.                                                                                                                                                  | For CMC feature: BI-Sync Zoom meeting chat and Microsoft Teams group chat. Sync Zoom meeting message delete event to Teams.                                                                                                                                                           |
| <p><strong>TeamsAppInstallation.ReadWriteSelfForChat</strong></p><p><br></p> | Allows a Microsoft Teams app to read, install, upgrade, and uninstall itself in chats the signed-in user can access.                                                                                                                  | For CMC feature: BI-Sync Zoom meeting chat and Microsoft Teams group chat. Install Zoom app to Teams CMC chat and sync Teams CMC chat message to Zoom meeting chat.                                                                                                                   |
| **TeamsAppInstallation.ReadWriteForChat**                                    | Allows the app to read, install, upgrade, and uninstall Microsoft Teams apps in chats the signed-in user can access. Does not give the ability to read application-specific settings.                                                 | <p>For CMC feature: BI-Sync Zoom meeting chat and Microsoft Teams group chat.</p><p>If Zoom meeting chat member hasn't logged in to the Zoom app in Teams, we will use bot to sync the member's Zoom meeting message to Teams.</p>                                                    |
| **Chat.ReadWrite**                                                           | Allows an app to read and write 1 on 1 or group chats threads, on behalf of the signed-in user.                                                                                                                                       | For CMC feature: BI-Sync Zoom meeting chat and Microsoft Teams group chat.                                                                                                                                                                                                            |

\\

#### <mark style="color:blue;">Presence Synchronization Requirements</mark>

This section covers the specific permissions required for bi-directional Presence sync for Zoom Phone and Microsoft Teams, and why the **Presence.Read.All** is insufficient. The core permissions deal with presence specifically, while the supporting permissions provide key details that tie into presence, such as matching user identity and phone numbers. Without the additional presence permissions, there can be no bi-directional sync, and presence in Microsoft Teams will not update.

**Core Permissions:**

* **Presence.Read.All** - Reads Microsoft presence status for synchronization with Zoom Phone
* **Presence.ReadWrite** - Updates Microsoft Teams presence based on Zoom activity (bi-directional sync)

**Supporting Permissions:**

* **User.ReadBasic.All** - Correlates presence data with user identities across systems
* **User.Read.All** - Ensures comprehensive user matching and phone number correlation

**Technical Implementation Notes**

Microsoft Graph Presence Resources:

* **GET permissions** - **Presence.Read.All** enables optimized batch retrieval of presence status via Microsoft Graph GET operations
* **SET permissions** - **Presence.ReadWrite** enables updating Microsoft Teams presence status via Microsoft Graph SET operations

For detailed technical specifications, refer to the [Microsoft Learn article on presence resource type](https://learn.microsoft.com/en-us/graph/api/resources/presence?view=graph-rest-1.0), specifically **GET** and **SET** permissions.

**Permission Scope Limitations:**

* Presence sync permissions are isolated from other Microsoft Teams functionality
* Calendar, chat, and meeting permissions operate independently
* Each permission is used only for its stated purpose

#### <mark style="color:blue;">Security and Compliance</mark>

**Data Access Principles:**

* **Least Privilege** - Each permission requested only when required for specific functionality
* **Purpose Limitation** - Permissions are used solely for the stated Zoom integration purposes
* **User Consent** - All permissions require explicit administrative consent during setup, unless customer allows user-based consent (more information can be found in [Microsoft’s Application Consent article](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/configure-user-consent?pivots=portal#configure-user-consent-in-microsoft-entra-admin-center))
* **Data Minimization** - No cross-feature usage of permissions beyond stated scope


# Zoom Phone and Avaya Phone System Integration Field Guide

### Overview

In March 2024, Zoom announced a strategic partnership with Avaya in order to support customers who are running Avaya Aura (R10+) or Avaya Enterprise Cloud. This integration allows customers to have the Zoom Workplace application, while registering the Phone tab to Avaya.

This document will help you understand the requirements, limitations, and Zoom integration process with Avaya hardware.

#### <mark style="color:blue;">Requirements</mark>

This integration is supported on Windows, Mac, iOS and Android mobile devices, and VDI platforms running Zoom client version 6.3.10 or later.

During the early phases of our partnership, we suggest that customers have the following:

* Avaya Workplace with Session Initiation Protocol (SIP) support
* Avaya Aura (R10+) or Avaya Enterprise Cloud
* Avaya Aura Device Services (AADS), Session Manager (SM), and Remote Worker with Avaya Session Border Controller for Enterprise (ASBCE) deployed

See the [Avaya Support Note](https://support.avaya.com/css/public/documents/101092003) for additional details.

If your customer doesn’t meet all of these requirements, contact a pre-sales resource, Zoom account team member, or Avaya partner to discuss your options.

#### <mark style="color:blue;">Limitations</mark>

The Phone tab in the Zoom Workplace application is a SIP softphone registered directly to Avaya. Since this setup doesn’t connect to Zoom Phone, there are a few limitations:

* Zoom AI for Phone features. Since the audio doesn’t cross the Zoom cloud, we can’t provide any AI functions on live voice, recorded voice, or voicemail at this time.
* Zoom Phone integrations aren’t supported. This includes Salesforce, ServiceNow, ZenDesk, and Microsoft Teams, among others.
* Call Recording. All call recording is handled on the Avaya side.
* Call Logs. All call logs are handled on the Avaya side.
* Conference Calling. Conference calls are hosted on the Zoom Workplace application, with a limit of four total participants.

The following items aren’t available:

* Avaya Contact Center. We don’t support Avaya Contact Center agent-related features and functions with the phone system integration.
* Avaya IP Office. This is a different private branch exchange (PBX) solution from Avaya. It isn’t included in this integration.
* Bridged Appearances. This popular Avaya Communication Manager feature isn’t currently supported.

See the [Avaya Support Note](https://support.avaya.com/css/public/documents/101092003) for additional limitations from the Avaya perspective.

#### <mark style="color:blue;">Architecture and Design</mark>

{% hint style="warning" %}
**Important**\
It **is** your responsibility to provide technical details about Zoom to customers, partners, or Avaya.

It **is not** your responsibility to configure or help configure Avaya components.
{% endhint %}

The following chart shows a high-level representation of the integration between Zoom and Avaya.

The integration between Zoom and Avaya hardware is straightforward to set up from the Zoom side, averaging between 10 and 30 minutes from start to finish. Your Avaya partner will have a more involved process, which you can [see here](https://support.avaya.com/css/public/documents/101092003).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe3ZnyNh0_KZejAVeHCCLF1CGRxSE8QLarrvXsFSvkBTWsN5HbRydFo2ouoskvb-7ZdSizZiGasTPr_paTXu9ONcH9OsKkcuBUez9DH3FUS6c5DXe6-Yqe2B2uMSMjh6xMghxD-cA?key=yT4ZT9PaLgh3DReMEls6UqD9" alt=""><figcaption></figcaption></figure>

### Configuring the Integration

The following sections detail how to complete your initial setup.

#### <mark style="color:blue;">Before You Begin</mark>

Before configuring the integration, consider the following:

* Remote access, including Session Border Controller (SBC) and edge capacity, as well as certificates and security.
* Current versions and any upgrade plans.
* Aura design. For example, single, multiple, centrally managed, or multiple AADS.

#### <mark style="color:blue;">Setup</mark>

See the [Configuring the Zoom-Avaya Aura integration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0077144) support article for step-by-step procedures.

#### <mark style="color:blue;">Troubleshooting</mark>

Troubleshooting can be performed after the integration is deployed.

* Sync failures: Confirm Zoom is getting the SIP login credentials for the user.\
  \
  In Phone System Integration, look at the status of the user. The status options are:
  * Sync failed: Zoom can’t get the credentials from the customer’s Avaya Aura Device Services (AADS). Work with your Avaya partner to review the AAS logs and configuration from their side. If the customer contacts Zoom Support, be sure to bring in the Avaya partner to review.
  * Registered: The user has logged in to Zoom and the phone shows registered to Avaya.
  * Idle: The user has never logged in to Zoom.
* Failing calls: Since Avaya handles the call routing, review the Avaya call logs. Zoom Workplace application logs are also available to provide any SIP error codes received from the Avaya Session Border Controller when trying to place a call. The PSI logs are available for both desktop and mobile.\
  \
  See the [Sending meeting or webinar problem report and client logs](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060047) article for more information.

### Frequently Asked Questions

The following are a few commonly asked questions that we have received since launching our partnership with Avaya. For more information, reach out to your Zoom account team.

#### <mark style="color:blue;">There is no specific support guide for BYOC/P with ASBCEs</mark>

Zoom is actively collaborating with Avaya to develop comprehensive documentation for this configuration. In the meantime, customers should consult their Avaya representative or existing Avaya documentation for ASBCE-related support. Zoom's standard BYOC/P documentation remains applicable for the Zoom-side configuration.

#### <mark style="color:blue;">You must upgrade the Avaya system to version 10.X or later for the Zoom integration</mark>

This integration will not function with earlier versions of Avaya systems. Customers should plan for an upgrade to Avaya version 10.X or later to ensure compatibility with the Zoom integration. Please consult with your Avaya representative for specific upgrade requirements and procedures for your environment.

#### <mark style="color:blue;">Avaya Aura 8.x isn’t currently supported for the Zoom integration</mark>

Zoom is collaborating with Avaya to expand compatibility to include Aura 8.x versions in future releases. At present, customers using Aura 8.x can’t implement the Zoom integration. For the most up-to-date information on supported Avaya versions, contact your Zoom account representative.

#### <mark style="color:blue;">SMS support isn’t currently available for the Zoom integration</mark>

Zoom is considering the possibility of incorporating SMS functionality in the future. Customers requiring SMS features should talk to their Zoom account representative.

#### <mark style="color:blue;">The Zoom Network Connectivity Tool can’t analyze or check Avaya-connected phones</mark>

Admins should use Avaya-based tools for monitoring and troubleshooting any telephony issues. The Zoom Network Connectivity Tool will continue to work for all other Zoom components, but it cannot perform checks against Avaya-provided telephony services.

#### <mark style="color:blue;">Customers are responsible for deploying Avaya certificates for the Zoom-Avaya integration</mark>

Customers must distribute the Avaya certificate to all devices where users will access Zoom with the Avaya phone system integration (PSI). This is a crucial step for enabling the Zoom-Avaya integration. While Zoom manages certificates for its own components automatically, Avaya-specific certificates remain the customer's responsibility to deploy and manage across their environment.

#### <mark style="color:blue;">For details on how Avaya will handle this integration, see the Avaya Support Notes</mark>

See [Avaya Support Notes](https://support.avaya.com/css/public/documents/101092003) for details about how they will handle the integration on their side.

#### <mark style="color:blue;">No specific Professional Services Organization (PSO) offering exists for the Zoom-Avaya integration</mark>

This integration requires minimal configuration on Zoom's side and is expected to be partner-led. Most setup and configuration work takes place within the Avaya environment. Customers should work with their Avaya partners or internal IT teams to implement the integration.

#### <mark style="color:blue;">The Zoom-Avaya integration supports Windows, macOS, iOS, Android, and virtual desktop infrastructure (VDI) clients</mark>

The integration is compatible with Windows, Mac, iOS and Android mobile devices, and virtual desktop infrastructure (VDI) platforms running Zoom client version 6.3.10 or later. The Zoom for Web (Progressive Web App) is not supported.

### Additional Resources

* [Configuring the Zoom-Avaya Aura Integration Procedures](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0077144)
* [Avaya Support Notes](https://support.avaya.com/css/public/documents/101092003)
* [Zoom/Avaya Marketing Page](https://www.zoom.com/en/products/collaboration-tools/features/avaya-integration/)
* [Zoom Phone Certified Hardware](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242#h_98946490221931705426717769)


# Zoom and Mitel Phone System Integration Field Guide

### Overview

Zoom and Mitel are teaming up to improve your VoIP system. With this phone system integration — or PSI — you can get the best of both worlds: the collaboration power of Zoom Workplace and the calling capabilities of your existing Mitel system, all from within the desktop and mobile Zoom Workplace apps.

If you're already using Zoom Workplace, thinking about getting started with Zoom Workplace, or adding more Zoom Workplace features and you've got a compatible Mitel setup, this integration is a great fit.

Here's the idea: your Zoom Phone tab becomes a SIP (session initiation protocol) softphone that connects directly to the Mitel calling platform. If you're connecting over the internet, it uses Mitel's OpenScape Session Border Controller, or SBC. You'll also use Mitel CloudLink to make logins easier and manage users more smoothly between Zoom and Mitel.

Just a heads-up, you'll need to have all the right Zoom and Mitel components in place for this integration to work properly.

#### <mark style="color:blue;">Zoom and Mitel PSI Features</mark>

This integration brings a whole range of features to your current Mitel deployment. Here are just a few you can take advantage of:

* Make and receive calls
* Handle multiple calls at once
* Put calls on hold or start a conference
* Transfer calls (cold or warm)
* Access voicemail
* View call history and logs
* Set up call forwarding
* Use Do Not Disturb mode
* Sync corporate contacts
* Turn a phone call into a Zoom meeting
* View presence status between Zoom Apps (limited with Mitel phones)
* Jump from Chat to a PSI call

#### <mark style="color:blue;">High-Level Requirements</mark>

The following sections outline high level requirements for this integration.

<mark style="color:blue;">**Zoom Specifics**</mark>

To get things running on the Zoom side, you'll need:

* An account owner or admin role to manage users, the PSI, and Zoom Phone
* A supported license per user, such as:
  * Zoom Workplace Business/Business+
  * Zoom Workplace Essentials/Enterprise/Enterprise+/Enterprise Premier
  * Legacy Meeting licenses (ENH/EAH)
  * Any plan with Zoom Phone Pro
* Zoom Phone configured and active for your organization
* [**Automatic Phone Assignment**](#disable-the-automatic-phone-license-assignment-for-zoom-workplace) turned off for Zoom Workplace licenses
* Zoom Workplace app version 6.3.6 or higher

<mark style="color:blue;">**Mitel Specifics**</mark>

On the Mitel side, here's what you'll need:

**PBX Hardware Compatibility:**

* OpenScape Voice (OSV)
* OpenScape 4k (OS4k)
* Mitel CloudLink
* MiVoice Business (MiVB)

**Supported Apps and Platforms:**

* Mitel Administration App
* OpenScape 4000 Platform (for OS4k)
* OpenScape Common Management Platform (for OSV)
* OpenScape SBC Management Portal (for OSV and OS4k)
* OpenScape SBC (for external registration with OSV/OS4k)

**Licenses:**

* Mitel ZoomPSI or Hybrid
* Teleworker License

There are a few important things to know before you start the integration process:

* The Zoom Workplace app uses the [standard Firewall ports and IP ranges](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060548).
* Phone signaling/media IPs and ports are determined by the Mitel configuration and may differ from standards. Contact Mitel or your Mitel partner if you need additional information.
* You must have a Teleworker license for both the Zoom Workplace desktop and mobile apps — two licenses per user. These are essential for connecting back to the Mitel PBX.

### Architecture

#### <mark style="color:blue;">Standard Integration Architecture</mark>

<div data-with-frame="true"><figure><img src="/files/zTcjbhKiQClaZ2ae0p9y" alt=""><figcaption></figcaption></figure></div>

Key Connections:

* **Zoom Cloud to Mitel CloudLink**: REST API over TLS
* **Zoom Workplace Connection**: TLS to Zoom's data centers
* **User Device to Mitel**: Phone signaling/media over TLS
* **Mitel CloudLink to PBX**: Proprietary protocols

#### Hybrid Configuration

<div data-with-frame="true"><figure><img src="/files/oEVxKOpmpGKuQRQhyRvs" alt=""><figcaption></figcaption></figure></div>

Organizations run both Zoom Phone and the Mitel integration simultaneously. Users with Zoom Phone licenses connect to Zoom Phone SBC, while users with the Mitel integration connect to Mitel SBC. With a BYOP trunk connecting them, users can dial extensions between different systems.

#### <mark style="color:blue;">Technical Architecture Overview</mark>

**Mitel CloudLink Connection**

CloudLink is a cloud-based platform that bridges your on-premises PBX with cloud solutions. Zoom leverages CloudLink for cloud API access to Mitel PBX components, creating a single interface instead of needing to "speak" each PBX's unique language.

{% hint style="success" %}
**Example**

When turning on Do Not Disturb, Zoom sends one API command to CloudLink, which interprets it for the specific Mitel PBX (OS4K vs. MiVoice Business handle this differently).
{% endhint %}

**Zoom Cloud to CloudLink Synchronization**

You establish secure communication through **Zoom Apps** from both **Zoom** and **CloudLink**. When you install these apps, an admin must log in to both systems to build a secure OAuth connection.

Once connected, Zoom pulls user phone login details over TLS:

* SIP "User Name" (often the phone number)
* SIP credentials (secure hash only)
* Registration IP addresses (SBC and backup SBC, or internal PBX)

**App Registration Process**

1. Zoom's cloud passes login credentials to the user's Zoom Workplace app over TLS
2. Zoom Workplace activates the Phone tab
3. The Zoom Workplace app connects directly to the Mitel SBC or PBX via TLS (not proxied through Zoom cloud)

**Additional** **Flows**

* Features: The Zoom Workplace app communicates directly with Mitel CloudLink via REST API over TLS for call logs, voicemails, and Do Not Disturb status
* Mobile Push: Mitel SBC sends push notifications to Zoom's cloud, which forwards them to mobile devices
* Network Adaptation: Remote users connect through CloudLink and Mitel SBC. On-site desktops connect directly to Mitel PBX. Mobile devices use the secure external route.

### Configure the Integration

The integration is straightforward between Zoom and Mitel, with the work on Zoom's side averaging around 45 minutes, with a larger portion on the Mitel side. Reach out to Mitel or your Mitel partner for additional questions or information on timing.

Any admin performing these steps will need the **Phone System Integration** permission to complete all steps.

#### <mark style="color:blue;">Complete the Initial Zoom Phone Setup</mark>

If you are a new customer and haven't configured Zoom Phone yet, follow our support document on [Getting Started with Zoom Phone](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060257#h_5ae26a3a-290c-4a8d-b3b0-6384ed267b13). Otherwise, continue with the next step.

#### <mark style="color:blue;">Disable the Automatic Phone License Assignment for Zoom Workplace</mark>

To disable automatic license assignment for Zoom Phone for all users in the account:

1. Sign in to the [Zoom web portal](https://zoom.us/profile) as an admin.
2. In the left navigation menu, click **Account Management**, then **Account Settings**.
3. Click the **Zoom Phone** tab.
4. Under **General**, click the **Activate Zoom Phone users automatically** toggle to disable it.
5. If a verification dialog displays, click **Disable** to verify the change.

#### <mark style="color:blue;">Add Users to Zoom</mark>

You can add users individually, with a CSV file, or by using SSO (single sign-on) using the steps in our support document on [Managing Users](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061789#h_8b193526-997c-4385-955b-ffddda0b0404). If you invite an existing user to join your Zoom account, learn more about the process of [adding existing users to a paid account](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063202), such as handling any remaining balances and data that will be transferred to your account.

#### <mark style="color:blue;">Assign Licenses to Users</mark>

You can assign Zoom product licenses individually or in bulk. More information is available on how to [Assign Zoom Licenses](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0064911) in the linked article.

#### <mark style="color:blue;">Install the Mitel App from Zoom App Marketplace</mark>

To connect Zoom with Mitel CloudLink, follow the steps below:

1. Sign in to the [Zoom web portal](https://zoom.us/profile) as an admin.
2. In the left navigation menu, under **Advanced** click on **App Marketplace**.
3. Use the search box to find the **Mitel PSI App** and select it. Click **Add**.
4. Click **Create Connector**.
5. Click **Connect** to confirm that you want to connect the third-party Mitel Connector to your Zoom account. A browser window will open, redirecting you to Mitel CloudLink.
6. Sign in to Mitel CloudLink. The communication between Zoom and Mitel's CloudLink is now complete.

{% hint style="info" %}
**Note**

Mitel also has an App Store for CloudLink where Zoom can be added to get redirected to Zoom for completion.
{% endhint %}

#### <mark style="color:blue;">Configure Phone Integration Settings</mark>

To enable Zoom Workplace mobile app users to place calls via a Mitel on-premises system, follow the steps below:

1. Sign in to the [Zoom web portal](https://zoom.us/profile) as an admin.
2. In the left navigation menu, click **Account Management**, then **Phone System Integration**.
3. Click the **Settings** tab.
4. To integrate calling on the Zoom Workplace mobile app, select the **Allow use the integrated phone system to phone call on Zoom mobile client** toggle.
5. If a verification dialog appears, click **Enable** or **Disable** to verify the change.

{% hint style="info" %}
**Notes**

* Ensure that this setting is always enabled.
* If this option is turned on and the users are on the list of Phone System Integration, these users can use a Mitel on-premises system to place a call via the Zoom Workplace mobile app.
  {% endhint %}

#### <mark style="color:blue;">Add Zoom Users to the Mitel PSI</mark>

You can choose to add users manually or in bulk via CSV. See the steps for [adding Zoom users to the Mitel integration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079172#mcetoc_1iiurdfim2r8) in our linked support article.

#### <mark style="color:blue;">Verify the Zoom-Mitel Integration in the Zoom Workplace App</mark>

To verify the integration is configured properly, sign in to the Zoom Workplace app (desktop or mobile) and click the **Phone** tab. Ensure that you can see the Caller ID (extension from Mitel) and that there are no error messages. If there are errors, the Status Column provides relevant information:

| Status                        | Description                                                                                                                  |
| ----------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Pending SIP credentials**   | Waiting on CloudLink to authorize the user.                                                                                  |
| **Idle**                      | The SIP credential has already been synchronized with Zoom, but the user has not yet registered with the Zoom Workplace app. |
| **Registered**                | The Zoom Workplace app has successfully registered with the SIP server.                                                      |
| **SIP error codes (various)** | This will provide common SIP error codes and a general description to help troubleshoot the registration issue.              |

#### <mark style="color:blue;">Configure Mitel User Management</mark>

Use the references in our [Zoom-Mitel PSI Configuration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079172#mcetoc_1iiurmd8a34k) guide for some information to get you started. Contact Mitel or your Mitel partner for questions or additional information.

#### <mark style="color:blue;">Security Considerations</mark>

Our [Zoom-Mitel PSI Configuration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079172#mcetoc_1iiurmd8a34k) guide has some security considerations for your organization. Contact Mitel or your Mitel partner for questions or additional information.

#### <mark style="color:blue;">Manage External Contacts (non-Zoom Contacts)</mark>

Account owners and admins can create a shared directory of external contacts. There is more information in our[ Zoom-Mitel PSI Configuration](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0079172#mcetoc_1iiurmd8a34k) guide. Contact Mitel or your Mitel partner for questions or additional information.

#### <mark style="color:blue;">Bring Your Own PBX (BYOP)</mark>

BYOP lets you build a SIP trunk between Zoom Phone and Mitel for extension-based dialing. Mix and match — some offices use Zoom Phone while others use the Mitel integration. With a BYOP trunk, users dial extensions between systems.

<div data-with-frame="true"><figure><img src="/files/A5WlakZS31Yo6NGQQq4y" alt=""><figcaption></figcaption></figure></div>

This setup requires additional firewall rules and uses Mutual TLS. See our Support Site for requirements. We've co-written support documents with Mitel for OpenScape SBC and MiVoice Border Gateway, available on our Zoom Phone supported Hardware Page.

#### <mark style="color:blue;">Mitel Desk Phone Support on Zoom Phone</mark>

Users on Zoom Phone can use Mitel desk phones that register directly to Zoom Phone. For a list of supported models, refer to Zoom’s [list of certified hardware](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060242).

### Frequently Asked Questions

#### <mark style="color:blue;">License or software updates may be required, depending on your Mitel system configuration</mark>

Every Mitel setup is different, so what you need depends on your specific configuration. Your Mitel partner can quickly assess your system and tell you if you need license upgrades (like Teleworker licenses) or software updates to make everything compatible. It's worth a quick check since requirements vary widely between deployments.

#### <mark style="color:blue;">Mitel CloudLink is required for this integration to work</mark>

Yes, CloudLink is key. It helps keep everything in sync between Zoom and your Mitel system, like your user info and login credentials. It also simplifies managing users.

#### <mark style="color:blue;">Yes, this integration works alongside Zoom Phone deployments</mark>

You can mix and match — some offices can use unintegrated Zoom Phone while others use the Mitel integration. With a BYOC/BYOP trunk connecting them, users can even dial extensions between different systems. Use what works best for each location.

#### <mark style="color:blue;">You can use both a Mitel desk phone and the Zoom Workplace app</mark>

The Zoom Workplace app works alongside your existing desk phone, not instead of it. Both can ring when someone calls your extension, so you can answer whichever is convenient. Your Mitel system treats Zoom Phone like another phone on your desk.

#### <mark style="color:blue;">Zoom connects to Mitel via CloudLink</mark>

CloudLink is the bridge that makes Zoom and Mitel talk to each other. It handles three main things: verifying users are who they say they are, keeping user info synced between both systems, and securely passing the login credentials Zoom needs to connect to your Mitel system. Without CloudLink acting as the translator, these two systems wouldn't be able to work together — it's what makes the integration possible.

#### <mark style="color:blue;">You can’t send SMS messages through this integration</mark>

SMS isn't supported at this time because the Zoom Workplace app is essentially acting as a softphone that connects to your Mitel system for voice calls only. SMS works on completely different technology that your Mitel system handles separately. Think of it this way: Zoom is borrowing your Mitel system's calling features, but SMS lives in a different part of that system that isn't accessible through this integration. You'll need to stick with your current Mitel SMS tools for now, though this might change in future updates.

#### <mark style="color:blue;">The Network Connectivity Tool will not work with Mitel phones</mark>

Zoom's Network Connectivity Tool can't test your Mitel phone connections because it's designed to check Zoom's own servers, not your Mitel system. When you're using this integration, your calls go through Mitel's network (either directly to your PBX or through Mitel's servers), so Zoom's testing tool simply can't see or test those pathways. It's like trying to use a car's diagnostic tool on a different make — they just speak different languages. The tool will still work fine for testing your regular Zoom meeting connections, though.

#### <mark style="color:blue;">Zoom users cannot see presence for users who only have Mitel desk phones</mark>

Your traditional Mitel desk phones don't share whether someone is available or on a call with Zoom. The integration works great for showing presence between Zoom Workplace app users, but those old-school desk phones operate in their own world and can't share their status with Zoom's system. It's on the roadmap to improve this, but for now you'll only see presence for people actually using the Zoom Workplace app.

#### <mark style="color:blue;">Currently, there are no AI features available with the Mitel PSI integration</mark>

Your calls go through Mitel's system, not Zoom's cloud where the AI lives, so Zoom AI can't access your conversations. That means no automatic voicemail transcription, call summaries, or other AI features you'd get with unintegrated Zoom Phone. The calls completely bypass Zoom's AI processing. Future updates might change this, but for now you'll need to use whatever AI tools your Mitel system offers.

#### <mark style="color:blue;">If something’s not working after setup, check your Phone Integration settings in Zoom</mark>

When calls aren't working, check the sync status on the Integrated Users tab in the Phone System Integration settings in the Admin Portal. Sync failures usually mean CloudLink isn't passing credentials properly — that's when you'll want to check your CloudLink logs to see what's wrong.

#### <mark style="color:blue;">You’re in charge of your device certificates</mark>

Since you're connecting to your own Mitel system (not Zoom's servers), you need to install your company's security certificates on every device that will use this integration. Think of certificates like digital keys — Zoom manages their own keys for an unintegrated Zoom Phone, but with this integration, you're using your own "keys" to connect to your own system. Your IT team needs to make sure every laptop, phone, and tablet has the right certificates installed or they won't be able to make secure connections to your Mitel system.

#### <mark style="color:blue;">Connecting is easy, whether on-site or on the corporate network</mark>

The system adapts how it connects depending on where you are. If you're working from home or a coffee shop, your mobile and desktop apps will connect through CloudLink and Mitel's Session Border Controller for security. But if you're in the office on your company network, your desktop can connect directly to the Mitel PBX for faster, more efficient calling. Mobile devices always use the secure external route for consistency and security, regardless of location.

#### <mark style="color:blue;">Only Account Owners or Admins can add the Mitel PSI App to Zoom</mark>

While the Mitel PSI app does not use Owner or Admin privileges after installation, it does require them for the initial setup. **Please note:** if the Owner or Admin who originally added the App leaves the account, the integration will stop working. To restore functionality, another Admin or the new Owner will need to reauthorize the App.


# Expert Insights

Your step-by-step tutorials to complete a specific technical goal or process within a Zoom application.

Expert Insights are practical, technical guides that help technical decision-makers implement and optimize Zoom products and features. These resources bridge the gap between product capabilities and real-world implementation, offering actionable guidance from our own experts who've solved these challenges for our customers.\
\
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

## Available Insights

***

{% content-ref url="/pages/pyd14a27DqF3KO5zwVR7" %}
[Emergency Services Best Practices](/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices)
{% endcontent-ref %}

{% content-ref url="/pages/Ww4h7jFObfSLETrFT7ts" %}
[Call Delegation and Zoom Assistant](/zoom-workplace/zoom-phone/expert-insights/call-delegation-and-zoom-assistant)
{% endcontent-ref %}

{% content-ref url="/pages/rHnDjypmPkX66JhfOqCr" %}
[Zoom Phone and Contact Center SPAM Solutions](/zoom-workplace/zoom-phone/expert-insights/zoom-phone-and-contact-center-spam-solutions)
{% endcontent-ref %}

{% content-ref url="/pages/y15UDUeHa7kjgPZ56XEg" %}
[Zoom Phone Mobile Options](/zoom-workplace/zoom-phone/expert-insights/zoom-phone-mobile-options)
{% endcontent-ref %}

{% content-ref url="/pages/c9dae7ad7ade69eb0694fc82877f32cafe185798" %}
[Zoom Auto Dialer](/zoom-workplace/zoom-phone/expert-insights/zoom-auto-dialer)
{% endcontent-ref %}

{% content-ref url="/pages/5455bfb11c6a7c8c2970ad7e8e8878cb8d02b7e5" %}
[Zoom Phone Salesforce Integration](/zoom-workplace/zoom-phone/expert-insights/zoom-phone-salesforce-integration)
{% endcontent-ref %}

{% content-ref url="/pages/6e645af6acb883e2c28974dd3cb06cbdcfe0b268" %}
[Zoom Virtual Agent Receptionist Start Guide](/zoom-workplace/zoom-phone/expert-insights/zoom-virtual-agent-receptionist-start-guide)
{% endcontent-ref %}


# Emergency Services Best Practices

Authored by Wes Liu

## Introduction

This document enables Zoom Phone customers to successfully deploy and maintain a safe and robust emergency services solution designed for today’s work environments. This includes abilities to notify and empower internal safety response teams, and effectively support in-office, hybrid, and remote workforces. The capabilities needed to create such a solution are built right into your Zoom Phone service; the following content will help you make the most of these powerful tools.

{% content-ref url="/pages/vYKGiMDKmu7M1CzyPZRW" %}
[Overview](/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices/overview)
{% endcontent-ref %}

{% content-ref url="/pages/0JrPyQ5V3d44UXOX6z2T" %}
[Regulatory Considerations in the United States](/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices/regulatory-considerations-in-the-united-states)
{% endcontent-ref %}

{% content-ref url="/pages/4OzavfY8pa7xvlv55oNA" %}
[Emergency Call Handling](/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices/emergency-call-handling)
{% endcontent-ref %}

{% content-ref url="/pages/WCCqOEFJ2k1l00U01BB7" %}
[Deploying a Nomadic Emergency Services Solution](/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices/deploying-a-nomadic-emergency-services-solution)
{% endcontent-ref %}

{% content-ref url="/pages/VsF4wizN3TvJ9EiTvS7f" %}
[Monitoring Emergency Services Readiness with Zoom Phone](/zoom-workplace/zoom-phone/expert-insights/emergency-services-best-practices/monitoring-emergency-services-readiness-with-zoom-phone)
{% endcontent-ref %}


# Overview

There are several features related to emergency calling built into your Zoom Phone system. The following sections provide a comprehensive overview and best practices for emergency routing, emergency event notifications, and configuring an internal safety response team.

Nomadic emergency services allow the system to detect users' locations and provide a physical address in the event of an emergency call. This document describes nomadic emergency services for Zoom Phone “native” services in the US & Canada, Bring Your Own Carrier options, and markets and sites outside the US & Canada.

The figure below represents the components of the Zoom Phone E911 solution:

<figure><img src="/files/sI0k8d1ShIpf33z4FkgX" alt=""><figcaption></figcaption></figure>


# Regulatory Considerations in the United States

{% hint style="warning" %}
Zoom Phone includes features that support requirements such as direct 911 dialing and onsite notification, which may be relevant to laws like Kari’s Law or the RAY BAUM'S Act. Organizations are responsible for their compliance with applicable regulations.
{% endhint %}

For more information on Kari’s Law and RAY BAUM’S Act, refer to the FCC (Federal Communications Commission) [website](https://www.fcc.gov/mlts-911-requirements).

### <mark style="color:blue;">Prefixes</mark>

Zoom Phone is configured so that dialing ‘911’ (or the defined emergency number for your country) routes as an emergency call, independent of your other dial-plan rules.

{% hint style="info" %}
In the US/CA, dialing 933 provides an emergency call testing service for customers using Zoom to route emergency calls. The call connects to an automated system—not public safety—that verifies your setup and announces your caller ID and address.
{% endhint %}

### <mark style="color:blue;">Emergency Notifications</mark>

Zoom Phone provides several configuration options to receive notifications when an emergency number is dialed by a user. The following methods can be combined to best meet your needs:

* **Email Notifications**: For customers that are not deploying multiple Zoom Phone sites, email notifications can be enabled at the account level. For customers that are deploying multiple Zoom Phone sites, email notifications can be enabled at the site level. For both instances, you may configure an email distribution list made up of individuals or groups that will receive the alerts. An example of the emergency call email notification is shown below:

<figure><img src="/files/HNotS2Bn9nhb8B9zu6Qu" alt=""><figcaption></figcaption></figure>

* **Route to an Internal Safety Response Team**: The internal safety response team is a Zoom Phone call queue that can receive, record, monitor, and, if needed, join an emergency call. Separate queues can be set up for each Zoom Phone site. When an emergency call is placed, the call can be routed in parallel to public safety and to the queue. Queue members will receive a detailed alert showing the caller, phone number, and the caller’s detected or default location. Queue members can monitor or barge into the call to help coordinate the response.
  * To enable, refer to the [Routing Emergency Calls](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0061026) support article.
  * The figure below shows an example of an incoming emergency being handled by the internal safety response team queue.

<figure><img src="/files/a9vWUMjDCtRkbkolpoiQ" alt=""><figcaption></figcaption></figure>

* **Zoom Chat**: By deploying the Zoom “Emergency Notifications” chatbot, you can define one or more Zoom Chat groups to receive emergency call alerts. This application also provides the ability to post emergency messages to Zoom digital signage. To enable chatbot notifications, enable and download the [Emergency Call Notifications App](https://marketplace.zoom.us/apps/u6uJxSZlTL23yLm7q63cHA) in the Zoom App Marketplace.

{% hint style="success" %}
For example, if an emergency call is placed from the third floor of a building, a call alert will be received by the designated Zoom Chat group indicating the user that dialed the emergency extension, caller ID, the time of the call, and the configured address information, detected site, or assigned location details of the user. Members of the chat group could then choose to post messages to Zoom digital signage—in this example, perhaps designating digital signage in the lobby of the building to advise emergency responders to proceed to the 3rd floor.
{% endhint %}

* **Web Hook**: Zoom APIs can send a webhook alert when an emergency call is placed, enabling integration with third-party event management platforms.
  * View the [API reference](https://developers.zoom.us/docs/api/) on Zoom App Marketplace for details.

### <mark style="color:blue;">Dispatchable Addresses</mark>

In the United States, the RAY BAUM’s Act requires a dispatchable address to be sent with emergency calls. Zoom Phone supports this requirement for both native and BYOC accounts. For customers using Zoom Phone native calling services, administrators and users can define emergency addresses for each user, phone, and location.

#### Zoom Native

Phone numbers procured for or ported into Zoom Native services will inherit the default site address. Administrators can modify emergency address assignments for users and common area phones as needed in the admin portal. A default address should be set for each user and device. Administrators can also control whether end users are allowed to manage their own emergency addresses.

{% hint style="info" %}
Admins can enable end users to manage their own emergency addresses. This option can be useful for organizations with distributed or remote workforces.
{% endhint %}

An address must be validated before it can be saved. In the US and Canada, this validation is automated. For other countries, validation may be automated or require a manual step performed by the Zoom services team.

#### Bring Your Own Carrier

For customers outside the US or Canada using Bring Your Own Carrier (BYOC) calling services, the address of record for each phone number is maintained by the carrier. Customers must work with their BYOC carrier to update or modify these addresses. Zoom’s emergency address fields can be used to collect and manage user and device information, but the mapping of phone numbers to addresses is still implemented and maintained by the BYOC carrier.

By default, Zoom routes emergency calls for BYOC customers with US/Canada numbers. When nomadic emergency services are enabled, routing can be set at the account level or at the site level in multi-site deployments. In this configuration, Zoom's emergency address management tools apply to users and phones in the US and Canada, and addresses do not need to be updated with the carrier. If routing emergency calls through the BYOC carrier is required, this option is available by submitting a support request to Zoom.


# Emergency Call Handling

Administrators have the ability to configure emergency call routing to help ensure calls will reach public safety responders.

### <mark style="color:blue;">Scope</mark>

Zoom Phone endpoints refer to Zoom Workplace applications for macOS & Windows, iPadOS, IP Phones registered to Zoom Phone, and VDI clients.

On iOS and Android devices, emergency calls placed through the Zoom Workplace mobile application are handled by the device’s native cellular carrier. On Wifi-only mobile iOS and Android devices, Zoom Phone emergency calling is supported. In these cases, the Zoom Workplace application also sends an emergency call notification email so that the designated safety team is informed, but the call itself is routed outside of Zoom.

<div align="left"><figure><img src="/files/4R6wwc2JzShTXLBgmjr3" alt=""><figcaption></figcaption></figure></div>

### <mark style="color:blue;">Emergency Call Routing to the Public Safety Answering Point(PSAP) and Internal Safety Teams</mark>

Emergency call routing can be configured at the account level, at the site level in multi-site deployments, or at the individual extension level. Calls can be routed to the PSAP, to an Internal Safety Response Team, or to both in parallel. The Internal Safety Response Team is a Zoom Phone call queue that can receive, record, and monitor emergency calls, and can be configured separately for each Zoom Phone site.

{% hint style="info" %}
Emergency calls can be routed in parallel to both public safety answering points (PSAPs) and internal safety response teams. Routing to the PSAP ensures that calls reach public safety without delay. Organizations are responsible for their compliance with applicable regulations.
{% endhint %}

In production environments, emergency calls are normally routed to the PSAP. For testing or other controlled scenarios, administrators can disable this setting if required.

<div align="left"><figure><img src="/files/XhB3D0fb1chP8oK1uIBW" alt="" width="563"><figcaption></figcaption></figure></div>

### <mark style="color:blue;">Emergency Call Handling for Extension-Only Users and Devices</mark>

Admins configure how users, rooms, and common area phones that do not have an assigned local phone number are routed when an emergency call is placed. These users can connect to a public safety answering point (PSAP). When PSAP routing is enabled, you must choose a caller ID method so that PSAP has a way to call the user, room, or device back.

#### Emergency Number Pool

A temporary number from the Emergency Number Pool can be used as the caller ID when an extension-only user places an emergency call. The pool consists of one or more phone numbers dedicated to this purpose.

When an extension-only user places an emergency call, a number from the pool is automatically assigned as the outbound caller ID. For approximately the next two hours, inbound calls to that number are routed to the originating extension. Subsequent emergency calls use the next available number in the pool. If all numbers are in use, the system re-uses a number without affecting an in-progress call; the most recent caller to use that number becomes the call-back destination.

{% hint style="info" %}
The pool must contain enough numbers to support the expected volume of simultaneous 911 calls at a site. The technical minimum is one. The number of extensions in a site determines how many numbers should be included in the emergency number pool. One or two numbers generally support sites with fewer than 100 extension-only users. Larger sites generally require additional numbers to support multiple simultaneous emergency calls.
{% endhint %}

The country code for numbers in the emergency number pool must match the country of the site's default emergency address. A Zoom Phone site should provide services for only one country. Mixing BYOC and Native numbers in the same pool is not supported, as it complicates the maintenance of address records.

<figure><img src="/files/hLLOcjEed20jzghkaNVI" alt=""><figcaption></figcaption></figure>

#### Receptionist or Call Queue

A dedicated auto-receptionist or call queue number can also be assigned as the outbound caller ID. Callbacks to the number will reach the receptionist or queue. If this method is used, the destination must be reserved for safety response purposes and maintained on a 24x7x365 basis by an internal team aware of emergency activity. Otherwise, callback routing should be configured to return to the originating extension.

#### Caller Location

In the US and Canada, when Zoom’s native calling plans and services are used for emergency calls, the caller’s emergency address is sent directly to the PSAP, independent of the outbound caller ID. Extension-only users can therefore use numbers from the pool, provided their configured or detected emergency address in Zoom is current. Nomadic solutions with detectable company or personal locations can also be applied.

Outside the US and Canada, and for BYOC numbers where the carrier handles emergency calls, the PSAP determines the user's location from the caller ID by referencing the address of record associated with that number. In these cases, the ‘address of record’ for numbers in the pool must correspond appropriately to the originating caller, and addresses cannot be updated in real time. Typically, a site's default address is used as the address of record for numbers in the pool.

{% hint style="warning" %}
All numbers in the emergency number pool should be of a single type—either all Zoom Native or all BYOC—because mixed pools complicate management of address records. Accurate address reporting for remotely located extension-only users cannot be supported through the pool; remote users require a DID that corresponds to their primary location.
{% endhint %}

<figure><img src="/files/yF0FgCVK5jZ9btR9K9SX" alt=""><figcaption></figcaption></figure>

For more information, refer to the [Routing Emergency Calls](https://support.zoom.us/hc/en-us/articles/360062110192-Routing-emergency-calls) support article.

### <mark style="color:blue;">Custom Call Handling for Emergency Service Numbers</mark>

In certain environments—such as corporate campuses, hospitals, or high-security facilities—organizations may need to trigger internal response workflows when non-traditional emergency numbers are dialed. For example, a campus security desk reachable at extension 711 or a hazardous materials hotline at 811 may be considered critical for a local emergency response. Zoom Phone supports **Custom Call Handling for Emergency Services Numbers**, enabling administrators to define additional emergency numbers and associated routing logic, while preserving the ability to trigger emergency alerts and escalate response actions.

This feature is especially useful when you want to route calls to these numbers similarly to 911 routing—that is, routing calls to an **Internal Safety Response Team**, triggering **Emergency Services Alerts**, and optionally forwarding to external destinations such as PSAPs or SIP groups. This allows your organization to extend safety measures beyond traditional emergency calls.

#### Adding a Custom Emergency Call Handling Rule

To configure custom handling for an additional emergency services number, begin by signing in to the **Zoom web portal**. From the navigation menu, select **Phone System Management** > **Company Info**. If your account has multiple sites enabled, click the name of the relevant site. If sites are disabled, click **Account Settings**. Next, select the **Emergency Services** tab.

Scroll down to the **Emergency Service Routing** section and locate **Custom Call Handling for Emergency Service Numbers**. If **Custom Call Handling for Emergency Service Numbers** section is not present, open a Zoom Support request to enable the service for the account. When ready, click **Add** to open the configuration dialog.

Enter a **Rule Name** that clearly reflects its purpose—e.g., Campus Security Hotline (711). In the **Number Pattern** field, input the internal extension or PSTN number you want to monitor.

{% hint style="info" %}
Extensions cannot conflict with Public Service numbers in the region, and extensions must be unique across your account. Optionally, if routing via PSTN, a **Number Translation** (replacement pattern to E.164 format) is required to correctly route the call externally.
{% endhint %}

<figure><img src="/files/Y5Qs7AEBCx3G4yauoLTo" alt=""><figcaption></figcaption></figure>

#### Configuring the Custom Routing Path

Select the desired **Routing Path** from the drop-down list. Options include:

* **To Internal Safety Response Team first, and route to PSAP after Max Holding Time** – Ideal for organizations where the internal team should be the first line of response. For example, a school may want the campus safety office to respond to a “711” call before it escalates to 911.
* **To PSAP only (via PSTN)** – Use this for custom numbers intended to reach public emergency services directly.
* **To Internal Safety Response Team only** – Suitable when your organization’s internal team will handle the entire incident, such as private medical dispatch in large healthcare systems.
* **To SIP Group only** – For routing to external SIP-based dispatch or facility security centers.
* **To Internal Safety Response Team first, and route to SIP Group after Max Holding (8 seconds)** – Offers fast failover when working with external security vendors or managed service providers.

Once all fields are configured, click Save to activate the custom rule. These calls will now be monitored and handled using the same robust alerting and escalation capabilities as standard 911 calls, provided **Emergency Services Alerts** are enabled.


# Deploying a Nomadic Emergency Services Solution

"Nomadic,” in the context of placing an emergency call, is defined as “the system detects where you are right now and automatically reports the correct location to public safety." As Zoom Phone users roam between predefined company and personal locations, Zoom detects their location based on network connection data and effectively reports the emergency address associated with their location to public safety responders. Deploying a nomadic emergency services solution includes these basic steps:

* Defining Company and Personal locations
* Enabling users and devices to report their network connection data
* Maintaining and monitoring the emergency services environment

### <mark style="color:blue;">Nomadic Solution Overview</mark>

When Zoom Phone (within a Zoom Workplace app) or IP phone makes an emergency call, it reports the associated network data to the Zoom Phone server. The server will then try to match that data to a pre-defined physical Company or Personal location. The Zoom Phone endpoints can report public and private IP addresses, and, when enabled, can report wireless access point MAC addresses (also called BSS\_ID) and network LAN switch data. When there’s a match, we can report the established emergency address for the corresponding location to both public safety and internal safety response teams.

The address reporting capability is accomplished either by reporting the emergency address directly in call signaling—as is possible with Zoom Native services in the US/Canada, or by selecting and sending a caller ID (aka ELIN) that has been pre-established to align with the given location—as is required in countries outside of the US/Canada and/or when utilizing BYOC carriers for handling emergencies.

#### Network Data Hierarchy

Zoom uses the following network data hierarchy to detect the caller's corresponding emergency address:

1. Network switch MAC address & port data matches for company location
2. BSS\_ID matches for company or personal location. The service will look for a match among locations in the caller's home site first.
3. Public & Private IP address/subnet matches for company location. The service will look for a match amongst locations in the caller's home site first.
4. Public IP address matches for company location. The service will look for a match among locations in the caller's home site first.
5. Public & Private IP address matches for personal location.
6. Public IP address matches for personal location.
7. If none of the above match, US/CA emergency calls placed by a device that has GPSwill use GPS coordinates, which are then translated to an (approximate) physical address by our carrier.
8. If none of the above match and the device has no GPS capabilities:
   1. For users in the US/Canada, Zoom will report the user’s default emergency address if the user has selected, created, or confirmed an address. If the user has never done this (and is therefore still provisioned with some inherited site-level default address), the server will report the location as “Unknown”. Reporting a location as unknown triggers a process with our carrier that will route the call to a nationwide emergency services clearinghouse service, which will verbally ascertain the caller’s location before routing the call to the correct PSAP (Public Safety Answering Point).
   2. For common area phones in the US/Canada, Zoom will report the configured address of the device if it exists, otherwise will report the default site emergency address.
   3. For users and phones outside the US/Canada, Zoom will report the originating caller ID to public safety/emergency services.

### <mark style="color:blue;">Emergency Call Routing: Zoom Native or BYOC</mark>

When Nomadic Emergency Services are enabled and you are utilizing BYOC phone numbers in the US and Canada, by default, Zoom Native will provide the call handling for emergency calls. This simplifies deployment as regular day-to-day calls will be routed via your BYOC carrier, but emergency calls will utilize Zoom Phone’s Native service.

{% hint style="info" %}
There are no incremental charges or fees for BYOC customers that choose this option, and it is strongly recommended that they do so.
{% endhint %}

<figure><img src="/files/1HVpgTDaQe7mDGGDfXTt" alt=""><figcaption></figcaption></figure>

When Zoom Native is the carrier for emergency calls in the US & Canada, both the caller’s emergency address and the caller ID are communicated separately and independently in the emergency call signaling. The address portion is communicated via a protocol called PIDF-LO, and this works regardless of whether the caller ID represents a Zoom Native number or a BYOC number.

When a BYOC carrier is used for emergency calls for all Native and BYOC circumstances outside the US & Canada, we don’t have the ability to include PIDF-LO signaling, and only the caller ID can be included in the call signaling. This means that the receiving public safety answering point must do a database lookup in the public ANI/ALI database to determine the ‘address of record’ for the caller ID. The ability to directly communicate the caller’s address in emergency call signaling independently of the caller ID has multiple practical benefits:

* When deploying nomadic emergency services, it removes the requirement to assign dedicated phone numbers (aka ELINs) to locations in the US & Canada. If you are a BYOC-enabled customer and do not select the option to use Zoom to route emergency calls for US & Canada BYOC numbers, you will be required to define ELINs for all of your US & Canada locations.
* It simplifies address management for users in the US & Canada. You and your users can effectively define or update emergency addresses that are associated with a user, phone, or location in near real time via the capabilities built into the Zoom Workplace app and the Zoom administration portal—there is no need to update a public database.
* Zoom maintains public records for Zoom Native numbers, but Zoom doesn’t (and can’t) maintain public records for BYOC numbers—you must manage that part with your carrier when using BYOC for emergency calls.

### <mark style="color:blue;">Defining Company Locations</mark>

Admins must define and align Zoom Phone Sites into a location hierarchy. Sites are a key management construct in Zoom Phone: users, phones, and numbers are assigned to sites, which have dial plans, routing rules, and configurable policies, including emergency services settings. Sites should be primarily defined by geography: for user populations spread across multiple physical locations, separate sites are suggested at the city or campus level. For populations spanning multiple countries, separate sites per country are strongly recommended.

{% hint style="info" %}
For remote workers, it is usually best to align them to the closest physical site if possible, and we’ll deal with them more specifically in the Personal Locations section.
{% endhint %}

Within a site, you must then define locations and sub locations for emergency calling. Often, first-level locations in a Site are buildings, second-level locations are floors, and third-level locations (if needed) can be wings or rooms or suites within a floor. Locations needs the following important details, depending on requirements:

* **Dispatchable emergency address**: A location must be sufficiently detailed to provide street address, building number, floor, and when appropriate, a room/suite/wing within the floor. Generally, this specificity can be captured via the Address Line 2, so each location or sub-location you create should have a unique emergency address.

{% hint style="info" %}
Different states have different rules regarding how much physical space can be included in one dispatchable location; for large buildings, you can configure sublocations to meet these [guidelines](https://www.fcc.gov/mlts-911-requirements).
{% endhint %}

* **An ELIN (Emergency Location Identifying Number)** is an industry name for a phone number that is configured to have a public address of record that matches the dispatchable emergency address of a specific location. When a Zoom Phone endpoint makes an emergency call from a defined and detected location that contains an ELIN, the endpoint will utilize the ELIN as its caller ID. When the call is received by a public safety answering point (PSAP), a database lookup is performed by the PSAP to identify the address of record of the incoming caller ID and establish the caller’s Location. Should the PSAP need to call back, inbound calls to the ELIN number can be routed to the originating Zoom Phone extension for at least 2 hours following an emergency call.

{% hint style="info" %}
ELIN is not required in the US and Canada, when Zoom Native services are used for handling emergency calls. ELIN is also not applicable to many countries such as Japan, China, and others. In countries where ELIN applies and/or a customer is using a BYOC carrier for emergencies, emergency services requires ELIN configuration.
{% endhint %}

* **Network data that is sufficiently unique to the location**: When the Zoom Workplace app or an IP phone makes an emergency call, it reports network data to the Zoom Phone server. The Zoom Phone endpoints can report public and private IP addresses, and, when enabled, can report:
  * Wireless access point MAC addresses (also called BSS\_ID)
  * Network switch MAC address, port number, and port label (when endpoints are plugged into a network LAN port).

{% hint style="info" %}
While wireless access point MAC addresses (also called BSS\_ID) are unique values and thus are useful for identifying a specific location, IP addresses are not always helpful—many customers have IP network address translations or subnets that are not sufficiently unique to distinguish a given building or floor of a building from another building or floor.

In these cases we need to probe to the next level by examining the network infrastructure—if you know that phone clients or devices will be plugged into your LAN and you also know that wired IP subnets are not sufficiently unique to identify a location, you will need to look at the underlying network switches and correlate that network switch data to locations. This capability requires that LLDP protocol be allowed to run on your network.
{% endhint %}

{% hint style="info" %}
The BSSID field supports wildcard characters that include asterisks (\*) to represent a single character. Up to two consecutive wildcard characters are supported in a single BSSID in the last octet. You can add up to 20 BSSID with wildcard characters.
{% endhint %}

It is generally best to start implementing the Zoom Nomadic E911 solution at one site and define your Company Locations in detail for this site. Start with buildings and floors, and consider your network topology. How are IP subnets organized? What granularity of wireless access point coverage do you have—namely, what specific rooms or areas of the floor are covered? If needed, what network switches are relevant to this building and floor? We need to translate this network data into physical locations. We recommended that you build a spreadsheet like the one below:

| A         | B        | C                       | D          | E                            | F                                                 | G                 | H                                             | I                                                                                                          | J               | K                      | L        | M                          | N              | O           | P                                     | Q                                                                                                  |
| --------- | -------- | ----------------------- | ---------- | ---------------------------- | ------------------------------------------------- | ----------------- | --------------------------------------------- | ---------------------------------------------------------------------------------------------------------- | --------------- | ---------------------- | -------- | -------------------------- | -------------- | ----------- | ------------------------------------- | -------------------------------------------------------------------------------------------------- |
|           |          | **Location Hierarchy**  |            |                              | **Network Topology**                              |                   |                                               | **e911 Addresses**                                                                                         |                 |                        |          |                            |                |             |                                       |                                                                                                    |
| Site Name | parent # | parent\_location name   | Location # | Location display name        | Wireless access point MAC addresses (BG\_ID) list | Public IP address | Private IP address (Wired & Wireless Subnets) | LAN switch identifiers                                                                                     | Address Line 1  | Address Line 2         | City     | State/ province/ territory | Country/Region | Postal Code | E2M Routing (locations outside US/CA) | VAIN/NIF/CIF Number (applicable to sites in Belgium, Netherlands, Portugal, Spain and Switzerland) |
| San Jose  | 1        | Headquarters Building 1 | 1.1        | HQ Building 101 First Floor  | 12:34:56:78:9A:BC                                 | 75.125.25.12/32   | 172.30.21.0/23, 172.31.25.0/23, 10.14.0.0/16  | MAC Address: 12:34:56:78:9A:BC, Port Label: "ABC", "Port Range: Room": "A233", "Floor: Building": "Outlet" | 501 Main Street | First Floor            | San Jose | CA                         | United States  | 95015       | n/a                                   |                                                                                                    |
| San Jose  | 1        | Headquarters Building 1 | 1.2        | HQ Building 101 Second Floor |                                                   |                   |                                               |                                                                                                            | 501 Main Street | Second Floor Suite 200 | San Jose | CA                         | United States  | 95015       | n/a                                   |                                                                                                    |
| San Jose  | 2        | Headquarters Building 2 | 2.2        | HQ Building 200 First Floor  |                                                   |                   |                                               |                                                                                                            | 600 Main Street | Suite 3000             | San Jose | CA                         | United States  | 95015       | n/a                                   |                                                                                                    |
| Atlanta   | 3        | Atlanta                 | 3.3        | Atlanta Sales Office         |                                                   |                   |                                               |                                                                                                            | 123 Lenora Way  | 6th floor suite 9      | Atlanta  | GA                         | United States  | 30305       | n/a                                   |                                                                                                    |

It is suggested that locations and sublocations are named in plain language, and you must provide detailed emergency addresses with line one and line two for each location. Then, define as much network data as you have for these locations: wireless access points, MAC addresses (also called BSS\_ID), Public and Private IP subnets, and if you need it, network switch data.

The nomadic emergency services feature must be turned on for a given site before you can begin to manage the locations. We recommend that you enable the feature only for a small test team to start:

<figure><img src="/files/UtuPoNlFIadSMLuKOixe" alt=""><figcaption></figcaption></figure>

Locations can then be added in bulk via CSV file, or manually via the admin portal:

<div align="left"><figure><img src="/files/9uRbvAWge8x6NFq705p5" alt=""><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="/files/DjqWZo1PJbzBJSGUVBje" alt=""><figcaption></figcaption></figure></div>

#### Bootstrap Mode

If you do not have complete network data for all of your company locations, there is a tool that can help: Bootstrap Mode. To use it, enable personal locations and Bootstrap Mode together for your test users:

<figure><img src="/files/lx1pJN0UlPNkCiblGeZ2" alt=""><figcaption></figcaption></figure>

Bootstrap Mode provides a way for users to report locations and underlying network data to the administrator(s). When Bootstrap Mode and Personal Locations are enabled for your test users, each time their Zoom Workplace desktop or iPad app roams into an unknown location (i.e., each time it encounters network connection data that is not already associated with a defined location) the client will prompt the user to confirm or update their location. They can choose from an existing list of company locations (that may have no or only partial network data attached) or define a new company location.

When users confirm a location, administrators will get an email alert indicating that new network data has been reported for a company location, and you can either approve or reject the data in the admin portal. There is also a setting to control who receives alerts when new data is reported in this process called “**Email Recipients for Emergency Services Data Maintenance**”, which you will find under the Emergency Services Management for each site. Thus, you can have your testers “walk the property” to confirm or effectively report network data for each company location.

When you are first setting up your locations, it’s recommended to enable Bootstrap Mode for your ‘feature testing’ team. Later, when company locations are well-defined, you can enable Bootstrap Mode as an ongoing test & data maintenance tool: if and when users report ‘new’ data for an existing company location via Bootstrap Mode, it likely means that something has changed in your network and you’ll need to make corresponding updates to your Zoom Phone locations.

#### Personal Locations

Personal Locations are a powerful tool designed to enable you to support a remote, mobile, or hybrid workforce where users may roam between company locations and external work areas such as home offices.

When Personal Locations are enabled, each time a user’s Zoom Workplace desktop or iPad app roams into an unknown location (i.e., each time it encounters network connection data that is not already associated with a defined location), the app will prompt the user to confirm or update their emergency address. They can choose from an existing Personal Location if they already have one, or they can define a new one. When defining a Personal Location, the user will input a complete physical emergency address for the location, and the Zoom Workplace app will record the network data associated with this location (public IP address and BSS\_ID) so that it can be detected again later.

<div align="left"><figure><img src="/files/DtU2ijQAMLlDAroOfHVl" alt="" width="563"><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="/files/U3zjfrakgYGOSRAPMOyK" alt="" width="416"><figcaption></figcaption></figure></div>

{% hint style="info" %}
We strongly recommend that personal locations be enabled for your users, especially if they are mobile and/or work remotely in the United States or Canada. If you have a hybrid environment where users are sometimes at home and sometimes in the office, you may want to wait to enable personal locations until you have your company locations well-defined so that users don’t accidentally create duplicates of what will become a company location.
{% endhint %}

{% hint style="danger" %}
If Personal Locations are not enabled, the default emergency address for the site/user will be used, and the Zoom Workplace app will never prompt the user to update or confirm their emergency address when unknown network connection data is encountered.
{% endhint %}

As users create them, Personal Locations will appear as their own category of locations in your admin portal. You’ll also be able to quickly see which users have or have not created a personal location on the location tracking dashboard. Below are important considerations about Personal Locations:

**US and Canada**:

Users can create an effectively unlimited number of personal locations. This is also true for users that are extension-only. This works because the location information can be sent dynamically and independently of the caller ID in emergency call signaling.

**Countries/Regions outside of the US and Canada**:

The number of personal locations a user can create should be limited to the number of DIDs that are owned by that user, and there will be a delay before the location is fully functional. This is because the location information that can be sent to public safety is tied to the user’s caller ID—the public safety answering point has to look-up the address of record for the incoming caller ID. Thus, personal locations are not recommended at all for extension-only users. For users that *do* have one or more assigned DID(s), they can create a personal location for each DID—but behind the scenes, the address of record for the user’s phone number will need to be updated to match the location, which takes time.

For Zoom Native phone numbers, Zoom will conduct this address change/update process on your behalf. In some countries, this is a manual process in which our service team works with local carriers to complete the updates.

For Zoom BYOC phone numbers, it is your responsibility to work with your carrier(s) to complete the address change/update process.

### <mark style="color:blue;">Enabling Users and Devices to Report Network Data</mark>

In order for our nomadic solution to function, we need the Zoom Workplace app to be able to successfully detect and report location data.

#### Location Sharing with the Zoom Workplace Application

In order for the Zoom Workplace application to report network data (IP addresses and BSS ID) for these purposes, location sharing with the application must be enabled at the operating system level for macOS, iPadOS, and Windows-based app. When the nomadic emergency services feature is enabled, the Zoom Workplace app will ask the users to enable location sharing with Zoom via an in-app pop-up:

<div align="left"><figure><img src="/files/z2DrFvH5Fa5Ct7gZzyC9" alt="" width="563"><figcaption></figcaption></figure></div>

This location sharing status is also manageable and shown in the app settings for Zoom Phone:

<figure><img src="/files/PeV4acfLfaW9BnqxiHdH" alt=""><figcaption></figcaption></figure>

You’ll be able to track which users have completed the process on the Zoom Phone dashboard.\
However, for Macs and iPads, Apple security requirements permit only a local user with administrative privileges for the device to enable location sharing with the Zoom Workplace application. We are not yet aware of any reliable means to remotely control this security setting for Apple users. So if your Mac users don’t have admin privileges to their machines, you’re going to have to enable location sharing with Zoom for them via a manual process.

#### Detecting and Reporting Network Switch Data

If your deployment needs to enable detecting and reporting network switch data, we potentially have work to do on your Zoom Workplace apps and also your network. Zoom Workplace applications leverage Link Layer Discovery Protocol (LLDP) to determine the network topology in a corporate network based on switch ports, so we have to enable the clients to detect LLDP and your network to report LLDP.

Let’s start with the Zoom Workplace desktop application: While supported IP phones and Windows-based Zoom Workplace desktop apps can detect and report network switch data as long as they have the minimum version of firmware or Zoom Workplace app installed, reporting network switch data is a heavier lift for macOS applications. For these applications, you’ll need to enable an option in the admin portal and downloading/install a helper application.

<div align="left"><figure><img src="/files/HmQFVmt9hRCQOMxPD7He" alt=""><figcaption></figcaption></figure></div>

If your users have administrative privileges for their machines, you can choose the option that will prompt users to download and install the option for themselves. If users do not have such privileges, you’ll have to distribute the helper application to them.

{% hint style="info" %}
Reporting network switch data is supported for Zoom Phone on Windows and Mac devices, and Poly and Yealink IP phones.
{% endhint %}

When making an emergency call, the Zoom Workplace app retrieves the MAC address of the switch from the “Chassis ID” type-length-value (TLV) and the switch port number or interface ID from the “PortID” type-length-value (TLV). This information is extracted from the LLDP data unit (LLDPDU) that is sent by the switch to the Zoom Workplace app that is plugged in to the switch. During an emergency call, these parameters are sent to Zoom servers to be mapped to the emergency location that is configured by the administrator or discovered as part of Bootstrap Mode.

| Preamble | Dest. MAC | Source MAC | Ethertype | Chassis ID TLV | PortID TLV | Time to live TLV | Optional TLVs | End of LLDPDU TLV | Frame check sequence |
| -------- | --------- | ---------- | --------- | -------------- | ---------- | ---------------- | ------------- | ----------------- | -------------------- |

To ensure a successful deployment of Nomadic emergency services with switch port-based tracking, administrators are required to enable LLDP on the switch ports where Zoom Workplace applications will be connected.

* The network switch must be configured to “send” LLDP information towards the Zoom Workplace applications. Zoom Workplace applications do not send LLDP packets towards the network switch.
* LLDP configuration should include transmitting the mandatory TLVs, which are required by Zoom Workplace applications to track the location of the device.
* Certain switch vendors may require LLDP-MED to be enabled on the switch ports to allow the mandatory TLVs required to be sent in the LLDPDU. We recommended that you refer to the vendor documentation for the configuration steps.
* LLDP timers should be set to a value that would allow Zoom Workplace applications to detect any network changes. A value of 30 seconds is recommended.


# Monitoring Emergency Services Readiness with Zoom Phone

To recap the steps taken until this point:

1. First, we set up a static solution. We defined default addresses for company assets like common area phones, and we encouraged our user base to define their personal emergency addresses.
2. Next, we enabled nomadic services for a ‘feature test’ team. We collected our network data and defined company locations. And, where relevant, our test team has “walked the property” to test and validate those locations with Bootstrap Mode enabled.
3. Next we enabled our broader population of user Zoom Workplace apps to detect and report their locations. As necessary, we’ve encouraged users to enable location sharing for their Zoom Workplace applications, or forced the setting on the admin side. If relevant, we’ve also instructed (or assisted) the Mac users to download the location helper application for network switch detection.
4. Wherever relevant, we’ve enabled users to create personal locations and encouraged them to define a personal emergency address and location.

Keeping track of how your organization handles emergency call readiness is critical—especially when users are working across multiple locations. The Zoom Phone Emergency Services Dashboard helps admins assess how well users and devices are prepared to support emergency location tracking. Whether reviewing who’s opted into location sharing, or managing nomadic services and reviewing address accuracy, this dashboard gives you the tools to maintain safety compliance across your Zoom Phone deployment.

A practical example: a global HR team overseeing hybrid staff may need to check that users have confirmed their personal emergency address and opted into location tracking. The dashboard provides a quick way to verify this data and follow up where needed.

{% hint style="info" %}
Dashboard data may not reflect the most recent updates instantly. Expect a short delay—especially after changing settings or deploying updates.
{% endhint %}

### <mark style="color:blue;">Dashboard Access Requirements</mark> <a href="#dashboard-access-requirements" id="dashboard-access-requirements"></a>

Before accessing the dashboards, make sure you meet the following prerequisites:

* You’re an admin or account owner with Zoom Phone licenses.
* Nomadic emergency services are configured and enabled.
* Emergency addresses are already set up.
* Your users are on supported Zoom Workplace desktop application operating systems (Windows, macOS, or Linux).

Once confirmed, head to the Zoom web portal and navigate to: Dashboard > Phone > Emergency ServicesIf your setup includes multiple sites, use the site selector at the top to filter data accordingly.

### <mark style="color:blue;">What You Can Track</mark> <a href="#what-you-can-track" id="what-you-can-track"></a>

The dashboard includes several insight-rich sections, each designed to help you stay on top of key emergency readiness metrics.

* User Location Status Shows the proportion of users currently located at recognized addresses. You can drill into lists of users by company, personal, or unknown locations to investigate further.
* IP Phone Location Visibility Similar to users, this section reports which desk phones are actively mapped to known locations.
* Nomadic Emergency Service Status Displays how many users have nomadic services turned on. If you’re managing remote-first teams, this metric is particularly important.
* Emergency Address Setup Helps you track which users have configured a personal emergency address. This matters when site or account-level defaults may not apply—such as in home offices or coworking spaces.
* Location Sharing Permissions Reports how many users accepted Zoom's prompt to share their location for emergency calls. If a large portion declined, you’ll likely want to nudge them again.
* Detectable Personal Locations Reveals how many users have a confirmed location tied to identifiable network data—an essential component for accurate emergency routing.

### <mark style="color:blue;">Managing Permissions and Address Data</mark>

If you discover that some users have declined location sharing, you can reinitiate the permission request directly from the dashboard. Within the Location Sharing section, find users who haven’t opted in and choose to re-trigger the prompt for all users or for a selected group or groups. This sends them a notification via the Zoom Workplace desktop application with steps to enable location sharing.

If a user or device is shown in an “unknown location,” you can associate them with an emergency address. Select the Real-Time Location section, find the user, and either assign an existing address or create a new one that matches their current location. Once submitted, that device or user becomes trackable for emergency purposes.

### <mark style="color:blue;">Exporting and Reviewing Data</mark>

For organizations that need reporting flexibility, the dashboard offers CSV export functionality. You can export data from individual sections—such as a snapshot of user locations—or download a historical view that shows where users have registered emergency addresses over time.

Whether for internal audits, compliance checks, or operational reports, this export option allows your emergency readiness data to remain portable and reviewable.

<figure><img src="/files/SHRd8wojU90EqRIHepFo" alt=""><figcaption></figcaption></figure>


# Call Delegation and Zoom Assistant

### Overview

**Call delegation** allows one phone user (the **delegator**) to assign another user (the **delegate**) to make and receive calls on their behalf. This is often used in executive assistant workflows, admin support for busy staff, shared-resource phones, or contact center/shared-line use cases. When paired with **Zoom Assistant** (the "widget"/panel), delegation becomes more seamless. Delegates can manage calls directly from their desktop, view shared lines, transfer/hold calls, and more.

### Requirements & Prerequisites

To use call delegation with **Zoom Assistant**, both delegator and delegate must have a **Zoom Phone** license with an appropriate calling plan (**Metered**, **Unlimited**, or **Pro**). Call delegation must be enabled in the Zoom web portal and not locked by admin. **Zoom Assistant** must be enabled for the user, and the user must be running a supported Zoom desktop app version (Windows or macOS) at or above the minimum version. For shared-line/group/queue scenarios such as common area phones or contact center use cases, additional license add-ons like **Customer Engagement Pack** might be required.

For more information on Zoom Phone licenses and calling plans, refer to Zoom’s article on [Zoom Phone Licenses, Calling Plans, and Add-ons](https://library.zoom.com/zoom-workplace/zoom-phone/zoom-phone-bluepaper/overview/licenses-calling-plans-and-add-ons).

### Roles & Terminology

| Role/Term                     | Definition/Notes                                                                                                                |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Delegator**                 | The phone user who owns the direct number(s) and gives another user permission to act on their behalf.                          |
| **Delegate**                  | The user (or common area phone) assigned to make and receive calls on behalf of the delegator.                                  |
| **Shared lines**              | The delegator’s direct phone number(s) that are accessible to the delegate(s).                                                  |
| **VIP Delegation (optional)** | A mode where calls from a VIP contacts list can be routed or treated specially, with the delegate responsible for VIP handling. |

A delegator can have *up to* 15 delegates by default, and a delegate can be assigned to multiple delegators (symmetric: up to 15 delegators per delegate by default). Each direct phone number (shared line) can be used by either delegator or delegate depending on who selects it.

### How to Set Up Delegation (Web Portal)

1. Sign in to the [Zoom web portal](https://zoom.us/signin) as an admin (or as a phone user, depending on settings) and navigate to **Phone System Management**, then **Users & Rooms** (or **Phone** → **Settings** for user-level).
2. Select a user or common area phone, go to **User Settings → Delegation & Assistant → Set/Add**.
3. Choose the delegate (user or common area), then click **Invite**.
4. Select delegation privileges by checking the appropriate boxes.
   1. Key privileges include:
      1. **Place Calls** (delegate can call out using delegator's number)
      2. **Answer Calls** (delegate receives inbound calls to the shared line)
      3. **Pick Up Held Calls** (transfer by placing on hold and having delegate pick up)

{% hint style="info" %}
**Note**

You can optionally configure business-hours override, VIP contact routing, privacy/lock options, join/merge calls, and more.
{% endhint %}

5. If required, the delegate must accept the invitation to activate delegation (unless forced by admin).

#### <mark style="color:blue;">How Delegation Works in Practice: Day-to-Day Use (Desktop/Mobile + Zoom Assistant)</mark>

Once set up correctly, both **delegator** and **delegate** can select shared lines from the Caller ID/Lines menu before making a call. The **delegator** sees their number while the **delegate** sees the delegator's name and shared number.

When making calls, the **delegate** can make calls on behalf of the **delegator** by selecting a shared line. During that call, the shared line appears busy for the delegator. For receiving calls, incoming calls to the shared line ring both delegator and delegate (if privileges are set), and either can answer.

<div data-with-frame="true"><figure><img src="/files/kKD5mX7b2I0BHQymAN2u" alt=""><figcaption></figcaption></figure></div>

For transfers and call handling, the **delegator** and **delegate** can place calls on hold, transfer between each other, or merge/transfer depending on privileges. The delegate and delegator share a voicemail inbox and call history for shared lines. Voicemails and history entries display the appropriate "answered by/made by" labels so you know who handled the call.

Using the **Zoom Assistant** widget, your delegate can manage speed dial, make and receive calls, transfer calls, record calls, view voicemail and history, and perform other call-control actions all without switching away from the desktop.

<div data-with-frame="true"><figure><img src="/files/x6fTqFHJ12ZQ8GpV0yPd" alt=""><figcaption></figcaption></figure></div>

For more information on the Zoom Assistant, refer to Zoom’s article on the [Zoom Assistant](https://library.zoom.com/zoom-workplace/zoom-phone/zoom-phone-bluepaper/user-experience/the-zoom-assistant).

#### <mark style="color:blue;">Optional: VIP Delegation Mode</mark>

If your plan supports **VIP Delegation** (Customer Engagement Pack add-on required), you can define a list of VIP contacts that can get priority call routing and handling. Delegates can be given permission to manage VIP contacts and have inbound call privileges specifically for VIP contacts. This is useful to support appropriate handling of high-value callers, for example, routed to an executive's delegate or escalated.

### Best Practices & Recommendations

* Shared line delegation works **best** when someone else needs full call-handling responsibilities, such as an admin, receptionist, or assistant.
* To avoid confusion and simplify tracking, define and limit the number of delegates from the start.
* Use clear naming and labeling for shared lines, and train delegates to select the correct line before making calls—this keeps call history and caller ID accurate.
* If you're using **VIP Delegation**, maintain a clean VIP contacts list and review it periodically to ensure priority callers are routed correctly.
* Take advantage of **Zoom Assistant** to streamline these workflows since it reduces app-switching, centralizes call controls, and brings call history and voicemail together in one place.

### Troubleshooting & Common Issues

If a delegate isn't receiving calls, verify that the **Answer Calls** privilege is enabled and confirm the delegate accepted the invitation. When shared lines appear busy or unavailable, double-check that the correct shared line is selected and no conflicting call sessions are active.

For issues with **Zoom Assistant** not appearing or **Phone** being unselectable, confirm the user has the appropriate license (including **Customer Engagement Pack** if needed), verify the feature is enabled in the web portal, and **ensure** the **Zoom Workplace** app is updated and permitted by your admin.

Regarding call recordings or voicemails that appear missing, keep in mind that recordings are only visible to the user who created them. However, call history and voicemail items are shared between delegate and delegator.

For more information on call delegation, refer to Zoom’s support article on [using call delegation](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0067912).

<br>


# Zoom Phone and Contact Center SPAM Solutions

### Introduction

Since its inception, Zoom Phone has released several solutions to help customers mitigate the impact of inbound spam calls and SMS, as well as outbound calls mistakenly marked as spam. This guide provides an overview of the current spam solutions that are available for Zoom Phone, and how and when customers may want to use them.

Zoom Support articles already detail the specific configuration steps, so this guide references those support articles with notes and guidance to assist with configuration choices.

In this article:

* **Inbound Spam Solutions**
  * STIR/SHAKEN
  * Automatic and Manual Spam Marking
  * Call Screening
  * SMS options
* **Outbound Spam Solutions**
  * STIR/SHAKEN
  * Free Caller Registry
  * Enterprise Spam Registration
  * Spam Remediation
  * Branded Calling and Spoof Protection

Each spam solution will be available in different locales and for either Zoom Phone and/or Zoom Contact Center. This will be noted in the article for each solution.

As Zoom is always working to expand the reach of these solutions, refer to the linked support articles for current country coverage.

### Inbound Spam Options - Answer with Confidence

Zoom Phone has multiple methods to handle and mitigate calls and SMS that come into Zoom Phone (users, call queues, etc.) from the PSTN.

* Inbound spam mitigation options include:
  * STIR/SHAKEN marking
  * Marking calls as Spam
  * Call Screening
  * SMS

#### <mark style="color:blue;">STIR/SHAKEN markings</mark>

In 2020, the U.S. FCC implemented a new framework of standards called [STIR/SHAKEN](https://www.fcc.gov/call-authentication). At a very high level, this allows the Caller ID to be "signed" by the originating carrier and that signature to be passed on and validated by destination carriers. (See the above link if you want to dig into the details more!)

When Zoom Phone receives a call, its signature will be reviewed and the result of that review will be noted as described and shown below in the Zoom Workplace app.

There is no setting to enable or disable this feature, as it must always be enabled.

Options users will see are:

| ![](/files/qKRY4IKkPItKDCDhGv5a) | Caller Signature Verified |
| -------------------------------- | ------------------------- |
| Blank                            | Caller NOT verified       |

Here's an example of how the inbound call notification appears in the Zoom Workplace desktop and mobile app and during an active call. **Caller Verified** marks also appear on Zoom Phone Appliances during inbound calls.

<div data-with-frame="true"><figure><img src="/files/ZWBQosGT7P6EZlFSeStY" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/dpcn56Sd1YlpME9BQGnF" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP and ZCC
* Countries - U.S. and Canada
  {% endhint %}

#### <mark style="color:blue;">Manual Spam Marking</mark>

Zoom Phone allows customers to "crowdsource" their spam markings within their organization with Manual Spam Marking. This setting is enabled at the account level only and is documented in our [support article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057965).

**Enabling**

When enabling Spam Protection in the Account Settings, you will have the option to exclude any user and company contact from the spam list. If checked, this setting will:

* Not block any internal Zoom Phone users (including any Zoom Rooms that may have Zoom Phone numbers on them)
* Not block any users set up as External Contacts for the company

<div data-with-frame="true"><figure><img src="/files/b1gkdBaTFmk7373n1HHM" alt=""><figcaption></figcaption></figure></div>

**End User Marking**

Zoom Phone users can manually mark spam calls within their Zoom Workplace app (desktop or mobile) or within their call logs in the Personal section of the Zoom web portal.

Zoom Workplace app: Find the call in **History**, click the ellipsis, and choose **Block Number**, then **Spam Calls**.

<div data-with-frame="true"><figure><img src="/files/EkJuYotk7iyrlXSb9ju6" alt=""><figcaption></figcaption></figure></div>

In the Zoom web portal, browse to **Personal → Phone → History** and locate the call. Click the ellipsis and choose **Block as Spam**.

<div data-with-frame="true"><figure><img src="/files/M5Z3eeopXJZ9RhAlZXcP" alt=""><figcaption></figcaption></figure></div>

**Setting Marking Triggers**

Once Manual Marking is enabled, the Zoom Phone administrator can set three thresholds that will be used. These numbers come from Zoom Phone users manually marking calls as Spam across the company, as shown in the previous section.

* **Maybe SPAM** - This threshold is where calls from that number will show the "Maybe Spam" notice to Zoom Phone users when a new call comes in from that number
* **SPAM** - This threshold is where calls will show the "Spam" notice to Zoom Phone users when a new call comes in from that number
* **NOT SPAM** - If a call is marked as Maybe Spam or Spam and a user sees it as a legitimate call, they can mark it as "NOT SPAM". This threshold is where "Maybe SPAM" or "SPAM" will no longer show for your company.

<div data-with-frame="true"><figure><img src="/files/YAuLIUOLPamOiKH1J2LN" alt=""><figcaption></figcaption></figure></div>

**Setting How to Handle Calls Once Marked**

Zoom Phone administrators can then decide how to handle calls that meet the "SPAM" threshold. The options are:

* Mark without Block
* Block This Number
* Forward to voicemail/videomail

<div data-with-frame="true"><figure><img src="/files/D7H0a79pjiiTA6PmUzKK" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/q0K9KiY86sb3wAQRRYaK" alt=""><figcaption></figcaption></figure></div>

**Administrator Spam Review**

Under **Account Settings** and **Spam Protection,** Zoom Phone administrators can review the list of numbers that have been marked by clicking **Manage Number List**.

<div data-with-frame="true"><figure><img src="/files/AXSLWBgoyy2FIhMOLR79" alt=""><figcaption></figcaption></figure></div>

In that view, admins can:

* Manually add numbers
* View Number Type (Spam, Maybe Spam, or Not Spam)
* View user's manual markings for Spam and Not Spam
* Mark numbers as Spam directly or even delete them from the list

<div data-with-frame="true"><figure><img src="/files/Wf9BuiH4Ioa58aGmxETN" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Note**

Manually adding numbers and marking as Not Spam is the primary method to whitelist numbers for both Auto and Manual Spam marking.
{% endhint %}

**Example Use Case**

* The Zoom Phone administrator sets the Spam thresholds as below:

<div data-with-frame="true"><figure><img src="/files/YAuLIUOLPamOiKH1J2LN" alt=""><figcaption></figcaption></figure></div>

* The Zoom Phone administrator sets the Spam Call Handling options as below:

<div data-with-frame="true"><figure><img src="/files/D7H0a79pjiiTA6PmUzKK" alt=""><figcaption></figcaption></figure></div>

* Calls from **720-555-1234** are marked as Spam by users ZP1 and ZP2.
* The next call from **720-555-1234** comes in to user ZP3 and has the Maybe Spam marking, but will not be blocked.
* User ZP3 agrees it is Spam and marks it as Spam.
* The next call from **720-555-1234** comes in to user ZP4 and has the Spam marking, but will not be blocked.
* Users ZP5 and ZP6 now get calls from **720-555-1234** and see the Spam marking, but decide it's a legitimate call now. They mark it as Not Spam and, as it meets the threshold of 2 for Not Spam, calls from that number will no longer be marked as Spam.

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP only
* Countries - Any
  {% endhint %}

#### <mark style="color:blue;">Auto Spam Marking</mark>

Zoom's Auto Spam Marking leverages a third-party spam database to review the spam potential for each number. This setting is enabled at the account level only and is documented in our [support article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057965).

**Enabling**

Auto Spam Marking is enabled very similarly to Manual Spam Marking above. Below is the full admin settings under Account Settings to help put it in perspective.

<div data-with-frame="true"><figure><img src="/files/LReYqpcflSl4v0dPH4Lf" alt=""><figcaption></figcaption></figure></div>

Administrators will enable it by checking **Auto-mark Spam for calls** and then setting a sensitivity for the Spam Filter Level. The sensitivity levels are determined by our third-party vendor and are detailed below:

* **Low Sensitivity** - only calls that have a Definite Certainty of Spam will be marked
* **Medium Sensitivity** - only calls that have a Moderate Certainty of Spam will be marked
* **High Sensitivity** - only calls that have a Strong Certainty of Spam will be marked

Please note the inverse relationship above between **Certainty** and **Sensitivity**.

As an example, with a low sensitivity, spam marking will only trigger on calls that are the most likely to be spam. Therefore, the company will mark fewer calls as spam, but the ones marked will be the most likely to be spam calls. Calls that are possible spam (Strong or Moderate certainty) will not be tagged.

**Setting How to Handle Calls Once Marked**

{% hint style="info" %}
**Note**

These settings are the same as above, as they are used for both Manual and Auto-mark Spam settings.
{% endhint %}

Zoom Phone administrators can then decide how to handle calls that meet the spam threshold. The options are:

* Mark without Block
* Block This Number
* Forward to voicemail/videomail

<div data-with-frame="true"><figure><img src="/files/D7H0a79pjiiTA6PmUzKK" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/q0K9KiY86sb3wAQRRYaK" alt=""><figcaption></figcaption></figure></div>

**Spam Dashboard**

Since customers may need to adjust their Auto-Marking sensitivity levels, Zoom has provided a Spam dashboard where you can review calls marked as Spam and how many more (or less) calls would be marked if you change the sensitivity.

Under **Dashboard → Phone**, go to the **Spam** tab.

<div data-with-frame="true"><figure><img src="/files/00gTSHmnX9EIDf718jEP" alt=""><figcaption></figcaption></figure></div>

You can now set a date range of up to 30 days and see how many calls have been marked as Spam or Maybe Spam and the current sensitivity.

In the example below, no calls have been marked with Low Sensitivity.

<div data-with-frame="true"><figure><img src="/files/BskwIr5U4mkZbKoY7mEE" alt=""><figcaption></figcaption></figure></div>

You can select the Sensitivity drop-down and choose one of the other options and see how markings would change with inbound calls during that same date range. There is also a quick link to take you to the Account Settings if you want to quickly change it.

In the example below, we've selected Medium Sensitivity and now 8 calls of that same 209 will be marked as Maybe Spam.

<div data-with-frame="true"><figure><img src="/files/hfd5oY6oyhXZYEDOZKYO" alt=""><figcaption></figcaption></figure></div>

To continue this example, we now set the Sensitivity to High and those 8 Maybe Spam become marked as Spam and would trigger the call handling setting the Zoom Phone administrator set (block, mark without block, or send to voicemail/videomail).

<div data-with-frame="true"><figure><img src="/files/A1bUIga3xxXaKeZxH3F4" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP only
* Countries - US and Canada
  {% endhint %}

#### <mark style="color:blue;">Call Screening</mark>

Call Screening helps reduce unwanted calls by sending direct external callers to a prompt that will require them to press 1 before being connected to the Zoom Phone User. This setting can be enabled at the following levels:

* Account
* Group
* Site
* User
* Auto Receptionists
* Call Queues
* Shared Line Groups
* Common Area Devices

The full setup process is documented in our [support article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0077181).

**Enabling**

Call Screening is enabled in the Policy section at all levels mentioned above, except the user level. This setting is under the User Settings section for Zoom Phone users, which allows users (if provided access) to modify the Call Screening setting on their own.

Enabling Call Screening will not allow Zoom Fax to work for that entity, since the inbound fax cannot press 1 to bypass the screening.

When enabling **Call Screening**, you are provided with the following options:

* **Call Screening Prompt** - Use the default or custom prompt that external callers will hear. If using a custom prompt, be sure to tell the caller to press 1 to be connected.
* **Exclude user and company contacts** - This will allow any other Zoom Phone user in your company calling from a known PSTN number and any caller set up in your External Contacts to bypass Call Screening.

<div data-with-frame="true"><figure><img src="/files/4Bquigvp58fT6MwS7eoU" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP only
* Countries - Any
  {% endhint %}

#### <mark style="color:blue;">SMS</mark>

Zoom Phone extends Manual Spam Marking to include SMS, as well as inbound calls. Separate treatment options are available when an SMS is marked as Spam.

In addition to spam markings for inbound SMS, Zoom provides additional SMS features to block attachments, suspicious links, etc. The full setup process for these features is outlined in our [Support Article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0069635).

**Enabling**

As you can see below, the Manual Mark Spam setup mentions both calls and SMS.

<div data-with-frame="true"><figure><img src="/files/8y3wayaSWkx0sXYOqrDd" alt=""><figcaption></figcaption></figure></div>

The handling of SMS coming from numbers marked as Spam is separate from the handling of voice calls marked as Spam. Below is the setting under Manual mark Spam for handling of Incoming Spam SMS, which allows Mark without Block and Blocking.

<div data-with-frame="true"><figure><img src="/files/Cn58JlQokYOLe9HevruD" alt=""><figcaption></figcaption></figure></div>

To provide extra security from spam content, Zoom provides several SMS settings that can help to secure your inbound messaging. These additional policies can be set at the **Account**, **Site**, **Group**, and **User** level. While all of the SMS policies are shown below, we'll highlight the ones to help minimize the risk from inbound spam messages.

<div data-with-frame="true"><figure><img src="/files/Aix5iYP4wyg1Tx9j6QiP" alt=""><figcaption></figcaption></figure></div>

* **Allow Receiving Attachments** - If this box is unchecked, attachments will be removed from all inbound SMS messages. The end user will still receive the text of the SMS along with a note that an attachment was removed.
* **Disable Hyperlinks** - Checking this box will provide the two options below and the end user will still receive the text of the SMS along with a note that a hyperlink was removed.
  * Disable all hyperlinks - No hyperlinks will be allowed
  * Disable hyperlinks if Zoom detects suspicious content - Zoom will compare the link to a database of known suspicious links and block the hyperlink if it appears in that database.

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP only
* Countries - Any
  {% endhint %}

### Outbound Spam Options - Connect with Confidence

Zoom has multiple methods to mitigate calls that come from Zoom Phone or Contact Center (users, call queues, dialers, etc.) to the PSTN and are marked as Spam.

* Outbound spam mitigation options include:
  * STIR/SHAKEN Markings
  * Free Caller Registry
  * Branded Calling and Spoof Protection
  * Enterprise Registration
  * Spam Remediation

{% hint style="info" %}
**Note**

These solutions do not assist with outbound SMS markings, as those are handled differently than voice calls by cellular carriers.
{% endhint %}

While we provide several solutions below to help mitigate Zoom Phone calls from being marked as Spam on cellular carriers, it's ultimately up to each cellular carrier to determine what metrics go into their specific solution for spam tagging.

It's important to ensure your calling behaviors align with best practices for the countries and regions you are calling so they aren't tagged as Spam. If calling behavior resembles spam-like calling (multiple calls in short periods of time, calling when asked not to, calling outside normal business hours, etc.), the number will likely be marked as Spam regardless of the remediation solution in place.

#### <mark style="color:blue;">STIR/SHAKEN markings</mark>

For any outbound call a Zoom Phone user makes, Zoom will mark the call with an A Level Attestation. This translates to a "Full Attestation" or trust in the call.

There is no setting to enable or disable this feature — it is always enabled.

Note: This will apply to any Zoom Phone Native call in the U.S. and Canada. Customers using Bring Your Own Carrier (BYOC) will need to work with their carrier to ensure the STIR/SHAKEN attestation level is being set appropriately.

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP and ZCC
* Countries - US and Canada
  {% endhint %}

#### <mark style="color:blue;">Free Caller Registry</mark>

Each cellular carrier has different resources it uses to determine if inbound calls to its cellular phones are Spam. Due to the variety of sources, it can be difficult to ensure your company numbers are not marked as Spam across all the cellular carriers you are calling in a given region.

We outline links to different carriers and spam database services in our [Support Article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0062095), but one of the best resources for the U.S. and Canada is the Free Caller Registry.

Registering your numbers through this third-party resource will share that data with the three "call protection providers" that the three main U.S./Canada cellular carriers (Verizon, AT\&T, and T-Mobile) use. It is free to register, but it does require some manual work on the customer side with quarterly reviews to ensure the numbers are still tied to your business.

{% hint style="success" %}
**Coverage**

* Zoom Products - ZP and ZCC
* Countries - U.S. and Canada
  {% endhint %}

#### <mark style="color:blue;">Branded Calling and Spoof Protection</mark>

Zoom has partnered with TransUnion and First Orion to offer Branded Calling and Spoof Protection. Below we outline how these solutions work, but the full configuration is covered in our [Support Article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0081495).

Let's start with what **Branded Calling** and **Spoof Protection** are and why you may want these.

**Branded Calling**

This allows company branding to show up on customer's cellular phones when you call them from an enabled Zoom Phone number. Branding includes:

* Company/Organization Logo
* Call Reason (static)

Below is an example image of how this will appear on a customer's cellular phone.

<div data-with-frame="true"><figure><img src="/files/8rCVvhWRDuf3NpjfNNCx" alt=""><figcaption></figcaption></figure></div>

**Spoof Protection**

This service will help to detect and block spoofed calls to a customer's cellular phone. In short, if a bad actor is making a call to a customer's cellular phone and is spoofing your protected number, Spoof Protection will block it at the cellular carrier side so the customer won't get that call.

When your call from the protected number is made, the customer will also see a Verified mark on the call. You can see that mark in the image above, but below it's called out:

<div data-with-frame="true"><figure><img src="/files/V2DL0ppk55yEz8Dz41K5" alt=""><figcaption></figcaption></figure></div>

**Enabling**

Let's go into some detail about how this works and the requirements to set it up.

Our current partners for Call Branding and Spoof Protection have worked directly with cellular carriers to provide their service when calls ring into those cellular carriers. As such, it is critical the customer determines which partner provides coverage to the countries and cellular carriers they call the most.

Below are links to our current Call Branding and Spoof Protection partners:

* [TransUnion and Zoom's Partnership](https://partner.zoom.com/solutions/transunion/)
* [First Orion and Zoom's Partnership](https://partner.zoom.com/solutions/first-orion/)

Customers will need to engage with one of the above partners, set up an account, billing, configuration, etc. before beginning the configuration on the Zoom side. Zoom's configuration consists of one step:

* Identify which numbers should leverage Call Branding and Spoof Protection

When Zoom makes an outbound call from a phone number enabled for Call Branding, we leverage an API to the Call Branding partner that communicates the call information to the supported cellular carrier.

Below is a graphic showing the API path taken, which is separate from the standard PSTN call to that same cellular phone.

<div data-with-frame="true"><figure><img src="/files/4A8Nsrhh7YKmne7tOgPE" alt=""><figcaption></figcaption></figure></div>

Spoof Protection relies completely on the Call Branding partner integration with each cellular carrier to verify if a call is coming from the supported Zoom Phone source before allowing it to proceed to the cellular phone.

Below are the steps required to enable Call Branding and Spoof Protection:

1. Set up Call Branding and Spoof Protection with a supported Zoom Partner
2. In the Zoom web portal, go to **Number Management** → **Phone Numbers**
   1. To set up one number, find the number and click on it to go to the configuration tab, then select the correct Provider under the **Call Authentication** section.

      <div data-with-frame="true"><figure><img src="/files/ljTXFBDswL6268ybEQe2" alt=""><figcaption></figcaption></figure></div>
   2. To set up multiple numbers, select the individual numbers you want to enable Call Branding and Spoof Protection on and choose the vendor from the Call Authentication drop-down.

      <div data-with-frame="true"><figure><img src="/files/hC4bPL6lNOWiVXqc2jaA" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP and ZCC
* Countries - Dependent on the third party's supported country list.
  {% endhint %}

#### <mark style="color:blue;">Enterprise Registration</mark>

Zoom is now offering the ability for customers to register their Zoom Phone numbers with their business information and call purposes with a third-party service that will then share that with the major U.S./Canada mobile carriers. This service works for:

* Zoom Phone Native numbers
* Bring Your Own Carrier (BYOC) numbers
* Provider Exchange numbers

Once registered, the supported carriers will have a higher trust in calls from those numbers.

Zoom will automatically keep the registered list updated as you add and remove supported numbers from your Zoom account.

Note: This service will help calls be trusted by the cellular carriers and provide information about how likely they will be marked as Spam, but it does not provide a way to resolve a number that gets flagged as Spam.

Zoom will also provide a Number Reputation dashboard to show the spam reputation of each registered number once Enterprise Registration is completed. Below is an example of the dashboard that can be located under **Number Management** → **Number Reputation**.

<div data-with-frame="true"><figure><img src="/files/IFtXGswjSTzBrIKrlfw2" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/whMlFupK9rDzshfFGqz1" alt=""><figcaption></figcaption></figure></div>

Key definitions for the dashboard are below:

* **Registration Status** - Confirms the number is registered with our third-party service. Failed numbers may occur if you have international numbers that are not covered or BYOC numbers that are not PSTN-capable E.164 numbers.
* **Spam Likelihood Rating** - Showing how likely a number will be tagged as spam when you make an outbound call.
  * Unflagged - No expectation that a call will be flagged as Spam
  * Low - Low likelihood the call will be flagged as Spam
  * Flagged - Call will very likely be flagged as Spam
* **Maturity** - How well established are the numbers? Number establishment is tied to how long the number has been registered and how long there has been activity on that number.
* **Connection** - Do recipients choose to answer calls from this number often?
* **Engagement** - Once they have answered the call, do recipients stay connected to the call?
* **Sentiment** - Do recipients tend to flag, complain about, or block calls from this number?

**Enabling**

Enabling this service takes just a few steps.

* Customers will need to have the **Enterprise Spam Registration SKU** added to their account. This is a $50 monthly list fee that will cover the entire account registration, regardless of the quantity of phone numbers your account has.

  With Zoom's Carrier Platform, all Zoom Phone (including Zoom Auto Dialer) and Zoom Contact Center numbers are in a single platform, so the monthly charge will cover all numbers used for both products.
* Register Your Business - This will provide specifics about your company that our third-party spam registration service will use to share with the cellular carriers.
  * Navigate to **Number Management** → **Number Reputation**

    <div data-with-frame="true"><figure><img src="/files/IFtXGswjSTzBrIKrlfw2" alt=""><figcaption></figcaption></figure></div>
  * Click on **Register your business**

    <div data-with-frame="true"><figure><img src="/files/VuI9TM682bhTlB6T18G3" alt=""><figcaption></figcaption></figure></div>
  * Enter specific Company information such as Public Business Name and Address, individual point of contact, DUNS/EIN number (optional), and company Website.

    <div data-with-frame="true"><figure><img src="/files/oJV3ia0A02yD6WXYpbDs" alt=""><figcaption></figcaption></figure></div>

That's it. In 24–48 hours, your registration will be accepted and the numbers will be registered with our third-party spam registration service.

{% hint style="info" %}
**Note**

* The Number Reputation Dashboard can take up to 2–4 weeks to fully populate and does not provide information in real time, as it requires call traffic to generate ratings.
* Numbers with very low monthly call volume will not populate all fields in the Number Reputation dashboard, as there's not enough information to generate the ratings.
  {% endhint %}

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP and ZCC
* Countries - U.S. and Canada
  {% endhint %}

#### <mark style="color:blue;">Spam Remediation</mark>

The Spam tag remediation feature enables customers to efficiently manage Spam indicators associated with their phone numbers. This includes the following two features:

* Automatic spam remediation for monitored numbers
* Inline alerts when a spam tag is detected on a number

Below we will outline some details about the Spam Remediation solutions, but the full configuration is covered in our [Support Article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080575).

**What is Spam Remediation**

Spam Remediation is a solution Zoom offers with our partner(s) to actively monitor selected Zoom Phone numbers with the major U.S. cellular carriers to see if they are tagged as Spam. If this service sees a monitored number tagged as Spam, it will actively work to resolve that marking on the customer's behalf with the specific carrier.

Spam remediation can take up to one week to resolve. As with all outbound spam solutions, it's important that call behaviors are not spam-like, or the cellular carriers will continue to mark the number as Spam.

It's important to understand a few key details about Spam Remediation to ensure you get the most out of this solution:

* Spam Remediation is assigned and charged per number.
* Most customers will enable Spam Remediation on key numbers only, like the main site Auto Receptionist or Call Queue numbers. It is also often used for both ZP Auto Dialer and ZCC Dialer number pools.
* Monthly charges will be withdrawn from your existing Audio Commit (for ZP or ZCC) and will be for the maximum total numbers set up for Remediation for that month.
  * If numbers are assigned to ZP, they will pull from the ZP Audio Commit and any overages will apply to your Pay-as-you-Go (PAYG) billing
  * If numbers are assigned to ZCC, they will pull from the ZCC Audio Commit and any overages will apply to your Pay-as-you-Go (PAYG) billing

{% hint style="success" %}
**Example Billing:**

* On January 1, you have:
  * 5 Zoom Phone numbers set up for Spam Remediation
  * 6 Zoom Contact Center numbers set up for Spam Remediation
* On January 18, you made the following changes:
  * Added 3 Zoom Phone numbers and removed 1 ZP number from Spam Remediation
  * Added 1 Zoom Contact Center number to Spam Remediation
* For January, you will be billed:
  * From Zoom Phone Audio Commit:
    * 8 total numbers
      * Started the month with 5 and added 3 which reached a peak of 8 numbers, even though 1 was removed.
      * If nothing changes for Zoom Phone in February, you'd then be charged with 7 numbers going forward
  * From ZCC Audio Commit:
    * 7 total numbers
      * Started the month with 6 and added 1 which reached a peak of 7 numbers for the month.
        {% endhint %}

**Enabling**

Our [Zoom Support Article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0080575) details each step of the setup process, so we won't repeat that information here. At a high level, here are the steps to go through to enable Spam Remediation:

* Get the Spam Monitoring and Remediation SKU added to your account
* Enroll in Spam Remediation (2–4 business days)
  * This will require your company's name and address, website, EIN/DUNS (optional), estimated number of monthly calls for the remediated list of numbers, and a point of contact.
  * Customers must agree to several spam calling-related regulatory requirements such as adhering to the Telephone Consumer Protection Act (TCPA), respecting unsubscribe requests, no misleading information, etc.
* Enable Spam Monitoring on one or more numbers

**Monitoring**

Users can monitor the current Spam Remediation status within the Zoom web portal, under **Number Management** → **Phone Numbers**. When numbers have been registered with Spam Remediation, a new icon will appear under the Capability column in the number list and will also appear inside the number details.

<div data-with-frame="true"><figure><img src="/files/55NJsUNCgunTkTKfQUvy" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/l6RX5n8ca9h837oJfHAR" alt=""><figcaption></figcaption></figure></div>

The three icons are detailed below with their definition.

<div data-with-frame="true"><figure><img src="/files/qr8zlcwN58EEDKhz5swx" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Coverage**

* Zoom Products - ZP and ZCC
* Countries - U.S.
  {% endhint %}


# Zoom Phone Mobile Options

Authored by Nate Raper

### Introduction

Zoom Phone provides flexible ways to stay connected wherever you work — on Wi-Fi, cellular data, or cellular voice networks.

This guide outlines the available cellular options, from the simplest call-forwarding setup to advanced hybrid and fallback solutions. Each section includes call scenarios, configuration steps for admins and users in the Zoom web portal, and how users can use each solution in the Zoom Workplace desktop or mobile app.

Throughout this article, “mobile dialer” refers to your phone’s native dialer through your cellular carrier. It does not refer to a Zoom Phone call in the Zoom Workplace app, which uses your carrier’s data connection.

In this article:

* Call Handling Settings – Add an External Phone Number
* Switching a call to your cellular carrier
* Call Me On
* Cellular Companion

Availability of each depends on your Zoom Phone license, calling plan, and region.

### Call Handling Settings – Add an External Phone Number

Zoom Phone allows users and admins to add external phone numbers as part of call handling. This lets calls ring your mobile dialer directly — great for when you’re away from your desk or working in an area with limited data coverage. You can add your personal cellular phone as an external phone number during business, closed, break, or holiday hours.

#### <mark style="color:blue;">Call Scenario</mark>

* Marcus (external caller) dials Emma’s Zoom Phone direct phone number from his phone.
* Zoom receives the inbound call and checks Emma’s call handling order.
* Emma’s Zoom Workplace desktop app is online, but she also has an External Number (cellular phone) listed to ring simultaneously.
* Zoom rings Emma’s Zoom Workplace desktop app and forwards the call to Emma’s cellular number at the same time.
* Emma’s mobile dialer rings. Because she has “Press 1 before connecting” enabled, she presses 1 to accept.
* Emma answers the call normally.
* The call maintains Zoom Phone call logs and recording functions.

#### <mark style="color:blue;">Call Flow Details</mark>

<div data-with-frame="true"><figure><img src="/files/YqBFhBoqchP7SE5hTjMa" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">User setup in the Zoom web portal</mark>

1. **Sign in** at <https://zoom.us/signin>.
2. Go to **Personal → Phone → Settings**.
3. Under **Business Hours** or **Closed Hours**, click **Edit** next to **Call Handling**.

   <div data-with-frame="true"><figure><img src="/files/iRh5tb69BwyGHjQRBRoN" alt=""><figcaption></figcaption></figure></div>
4. Click **Add Phone Number**.

   <div data-with-frame="true"><figure><img src="/files/zU9lpfgM98hkhdi4vfbt" alt=""><figcaption></figcaption></figure></div>
5. Select **External Number**, enter your cellular number (e.g., `+1 533-987-1234`), optionally enter a description, and check the **I acknowledge** box.

   <div data-with-frame="true"><figure><img src="/files/zBwmLgn4Zikko5nBAG8P" alt=""><figcaption></figcaption></figure></div>
6. Click **Save**.
7. (Optional) Enable **Require to press 1 before connecting the call**.

   **Note:** When enabled and you answer the Zoom Phone call via your mobile dialer, you will hear a prompt to press 1 to accept the call. Until you press 1, all other Zoom Phone devices in your Call Handling Settings will continue to ring. This helps prevent calls from going to your mobile dialer’s voicemail.
8. Review the **Call Handling Ring Mode** to confirm it meets your requirements. The two options are:
   * **Simultaneous** — Rings all devices in your Call Handling section at the same time.
   * **Sequential** — Rings the devices in order, from the first to the last item.
     * With **Sequential**, you can also select how long (10–60 seconds) to ring each device before moving to the next one using Ringing Duration for Each Device.

       <div data-with-frame="true"><figure><img src="/files/uWEKc4vMmDC04AXEke3K" alt=""><figcaption></figcaption></figure></div>

       <div data-with-frame="true"><figure><img src="/files/K2RUHeXRaCwwqxH9UIOZ" alt=""><figcaption></figcaption></figure></div>

Your cellular phone will now ring alongside your Zoom Workplace apps based on your call handling ring mode.

{% hint style="info" %}
**Note**

If a call is answered on your mobile dialer (not inside the Zoom Workplace app), that call may be subject to metered charges. This depends on your Zoom Phone calling plan and the country code of your cellular phone.

Example: If you have a Zoom Phone US/CA Unlimited Calling Plan and you call a U.S.-based cellular phone, there will be no charges.
{% endhint %}

#### <mark style="color:blue;">Admin setup in the Zoom web portal</mark>

Administrators can set up **Call Handling** for users if the user needs assistance or it's easier for the administrator to set it up.

1. Sign in to the [**Zoom web portal**](https://zoom.us/signin) as an administrator.
2. Navigate to **Phone System Management → Users & Rooms**.

   <div data-with-frame="true"><figure><img src="/files/rVFwt312a2nHkEDYOtHx" alt=""><figcaption></figcaption></figure></div>
3. Click the name of the user you want to configure.
4. Select the **User Settings** tab.

   <div data-with-frame="true"><figure><img src="/files/opTSIrpTacNWRGOAGudN" alt=""><figcaption></figcaption></figure></div>
5. Under **Business Hours, Closed Hours, or Holiday Hours**, click **Edit** next to **Call Handling**.

   <div data-with-frame="true"><figure><img src="/files/K4yRdEs98tMumvGUBMmm" alt=""><figcaption></figcaption></figure></div>
6. In the pop-up, click **Add Phone Number**.

   <div data-with-frame="true"><figure><img src="/files/zU9lpfgM98hkhdi4vfbt" alt=""><figcaption></figcaption></figure></div>
7. Enter the user’s cellular number in full international format (e.g., `+1 533-987-1234`).

   **Note:** If a call is answered on a mobile dialer (not inside the Zoom Workplace app), that call may be subject to metered charges. This depends on the user’s Zoom Phone calling plan and the country code of their cellular phone. Example: If the user has a Zoom Phone US/CA Unlimited Calling Plan and is calling a U.S.-based cellular phone, there will be no charges.

   <div data-with-frame="true"><figure><img src="/files/zBwmLgn4Zikko5nBAG8P" alt=""><figcaption></figcaption></figure></div>
8. (Optional) Check **Require to press 1 before connecting the call** to prevent calls from going to personal voicemail.

   **Note:** When enabled and you answer the Zoom Phone call via your mobile dialer, you will hear a prompt to press 1 to accept the call. Until you press 1, all other Zoom Phone devices in your Call Handling Settings will continue to ring. This helps prevent calls from going to your mobile dialer voicemail.
9. Click **Save**.

**Optional Admin Controls:**

* Use policy settings to restrict external forwarding, if required. This can be set at the user, site, group, or account level.
  * Setting to **Low Restriction or higher** will reduce the likelihood of free-form external phone numbers from being added by users.
  * To control which specific phone numbers users can forward to, the Zoom Phone admin can add those phone numbers as **External Contacts** and then set the setting below to **Low Restriction**. Users can then forward to an External Contact, but they will not be allowed to enter a free-form phone number.

    <div data-with-frame="true"><figure><img src="/files/riBry1HRs7rV0cUJQoJk" alt=""><figcaption></figcaption></figure></div>
* Confirm the user has a **Direct Number (DID)** assigned or a caller ID with a PSTN DID assigned; extension-only users with no enabled PSTN caller ID cannot place any type of outbound call.

#### <mark style="color:blue;">Switching a call to your cellular carrier</mark>

You can manually switch an ongoing Zoom Phone call to your mobile dialer (cellular carrier). This lets you keep your conversation active when the cellular or Wi-Fi data connection degrades. This feature uses your carrier’s minutes for the remainder of the call.

#### <mark style="color:blue;">Call Scenario</mark>

* Emma is on a Zoom Phone call with Marcus (PSTN) using the Zoom Workplace mobile app over 5G or Wi-Fi.
* The data signal weakens; Marcus’ audio starts cutting out.
* Emma taps Switch.
* She enters her cellular number in international format (+1 533 987 1234) and taps Switch.
* Zoom places a new call to Emma’s mobile dialer.
* Emma answers that mobile dialer call — the Zoom Workplace app call automatically ends.
* The conversation continues using her cellular voice channel.
* The call maintains Zoom Phone call logs and recording functions.

#### <mark style="color:blue;">Call Flow Details</mark>

<div data-with-frame="true"><figure><img src="/files/ryRhitUhlhhkilfk6kdh" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Admin setup in the Zoom web portal</mark>

1. Sign in to the [**Zoom web portal**](https://zoom.us/signin) as an administrator.
2. For multiple Zoom Phone Sites:
   1. Go to **Account Management → Account Settings → Zoom Phone**.
   2. Locate **Mobile Switch to Carrier**.
   3. Toggle **ON** to enable the feature for the account.

      <div data-with-frame="true"><figure><img src="/files/ce1dEOCplsJvNtFROr1b" alt=""><figcaption></figcaption></figure></div>
   4. This setting is also available for **Sites**, **Groups**, and/or **Users Policy Settings** of the same name.
3. For a single Zoom Phone Site:
   1. Go to **Phone System Management → Company Info**.
   2. Select the **Policy** tab.
   3. Locate **Mobile Switch to Carrier**.
   4. Toggle **ON** to enable the feature for the account.

      <div data-with-frame="true"><figure><img src="/files/ce1dEOCplsJvNtFROr1b" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">User setup on mobile</mark>

1. Sign in to the **Zoom Workplace mobile app** (version 5.4.7+).
2. Make or receive a Zoom Phone call.
3. Tap the **Switch** icon (it may be under the **ellipsis (…)**) from the in-call controls.

   <div data-with-frame="true"><figure><img src="/files/oENY25hyEDk2FXnU1M08" alt="" width="138"><figcaption></figcaption></figure></div>
4. Enter your cellular number in full international format (e.g., `+1 533-987-1234`).

   <div data-with-frame="true"><figure><img src="/files/VoEF3L1A1DeU0pLMIFKU" alt="" width="375"><figcaption></figcaption></figure></div>
5. Tap **Switch**.
6. Answer your incoming call from your mobile dialer — Zoom will automatically end the in-app call.

### Call Me On

The Call Me On feature allows you to place calls through the Zoom Workplace desktop or mobile app using your cellular number. Zoom Phone dials your cellular number first, then connects to the other party, masking your cellular number with your Zoom Phone caller ID. This feature is ideal for remote or hybrid work scenarios.

Call Me On also works for home landlines, hotel numbers, and more. This article focuses on cellular use cases.

#### <mark style="color:blue;">Call Scenario</mark>

* Emma opens her Zoom Workplace mobile app and dials Marcus’s number in the Zoom Phone tab.
* Zoom Phone first calls Emma’s cellular number.
* Emma answers the incoming call on her mobile dialer and hears a prompt: “Press 1 to complete your Zoom Phone call.”
* She presses 1, and Zoom places a call to Marcus and connects her.
* Marcus’s caller ID displays Emma’s Zoom Phone number, not her cellular number.
* The call proceeds normally — Emma controls mute, hold, or transfer from her home phone keypad.
* The call maintains Zoom Phone call logs and recording functions.

#### <mark style="color:blue;">Call Flow Details</mark>

<div data-with-frame="true"><figure><img src="/files/8h55YFdRahEAbJ47wIY1" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Admin setup in the Zoom web portal</mark>

1. Sign in to the [**Zoom web portal**](https://zoom.us/signin) as an administrator.
2. For multiple Zoom Phone Sites:
   1. Go to **Account Management → Account Settings → Zoom Phone**.
   2. Find and enable **Call Me On**.

      <div data-with-frame="true"><figure><img src="/files/qsX5M1d5ZtStNyuZas37" alt=""><figcaption></figcaption></figure></div>
   3. Toggle **ON** to enable the feature for the account.
   4. This setting is also available for **Sites**, **Groups**, and/or **Users Policy Settings** of the same name.
3. For a single Zoom Phone Site:
   1. Go to **Phone System Management → Company Info**.
   2. Select the **Policy** tab.
   3. Find and enable **Call Me On**.

      <div data-with-frame="true"><figure><img src="/files/qsX5M1d5ZtStNyuZas37" alt=""><figcaption></figcaption></figure></div>
   4. Toggle **ON** to enable the feature for the account.

#### <mark style="color:blue;">User setup in the Zoom Workplace desktop app</mark>

1. Open the **Zoom Workplace desktop app** and sign in.
2. Click your **Profile Picture → Settings → Phone**.

   <div data-with-frame="true"><figure><img src="/files/v8eaLykL4ijmgx5dLjpy" alt=""><figcaption></figcaption></figure></div>
3. Under **Call Me On**, check **Enable**.

   <div data-with-frame="true"><figure><img src="/files/cZHFCkZSy1Or0NgAl7Yp" alt=""><figcaption></figcaption></figure></div>
4. Enter your phone number, select a **label** (e.g., Mobile or Home).

   <div data-with-frame="true"><figure><img src="/files/k65HGJJT36P4Nv8A0UYG" alt=""><figcaption></figcaption></figure></div>
5. (**Optional**) Check **Notify me to press 1 before connecting calls** for confirmation.
6. Click **Continue**.
7. Verify your phone number with a code sent via SMS or voice call.

   <div data-with-frame="true"><figure><img src="/files/MtbhxdmKugS9ODHFlkFq" alt=""><figcaption></figcaption></figure></div>
8. Click **Confirm**.

   <div data-with-frame="true"><figure><img src="/files/64BRsMYlrAlN39RuIVlY" alt=""><figcaption></figcaption></figure></div>

Once configured, the Zoom Workplace desktop app will first call your cellular phone (or other phone) and then connect you to the destination, using your Zoom caller ID.

### Cellular Companion

Cellular Companion is a Zoom Workplace mobile app feature that detects low data or Wi-Fi connectivity and automatically switches to your carrier voice channel — all while keeping the call connected through Zoom’s infrastructure. It uses temporary relay numbers to bridge the call, ensuring caller ID, recordings, and call logs remain consistent with Zoom Phone.

This feature is in Early Release. You must open a support ticket to request it be enabled on your account. The final released version may vary from the Early Release version.

#### <mark style="color:blue;">Call Scenario - Inbound</mark>

* Marcus (PSTN) calls Emma’s Zoom Phone number.
* Zoom routes the call to Emma’s Zoom Workplace mobile app while she is in a low-data area.
* Zoom detects the low data connection and automatically activates Cellular Companion.
* Zoom leverages a temporary relay number and calls Emma’s mobile dialer.
* Emma receives the call on her mobile dialer, and the inbound caller ID matches her via Zoom contact, which displays Marcus’s caller ID information.
* Marcus’ caller ID still shows Emma’s Zoom Phone number.
* The call maintains Zoom Phone call logs and recording functions.

#### <mark style="color:blue;">Call Scenario - Outbound</mark>

* Emma opens her Zoom Workplace mobile app and dials Marcus’s number.
* Zoom detects the low data connection and automatically activates Cellular Companion, providing Emma with a temporary relay number to call.
* Emma’s Zoom Workplace mobile app triggers a call from the mobile dialer to the temporary relay number.
* Zoom matches Emma’s inbound call to her Zoom Phone user and places the outbound call to Marcus.
* Marcus’ caller ID still shows Emma’s Zoom Phone number.
* The call maintains Zoom Phone call logs and recording functions.

#### <mark style="color:blue;">Call Flow Details</mark>

The key components of Cellular Companion are temporary relay numbers and limited access to your cellular contacts.

Relay numbers: A pool of phone numbers that Zoom uses to relay the call between the Zoom Phone call and the Zoom Phone user’s mobile dialer.

Contact access: Zoom uses the via Zoom contact on your cellular phone.

* The Zoom Workplace mobile app will update the via Zoom contact with the inbound caller ID before it routes the call to the mobile dialer via the relay numbers.
* When the inbound call hits the mobile dialer, it will match the relay number in the via Zoom contact and display the inbound caller’s caller ID.

\
When data connection is limited:

* Inbound
  * Zoom Workplace mobile app updates the via Zoom contact with the caller ID of the person calling.
  * Zoom routes the call from the relay number to your mobile dialer directly using the via Zoom contact.

<div data-with-frame="true"><figure><img src="/files/w87FItxe0eLpLQMjBN2o" alt=""><figcaption></figcaption></figure></div>

* Outbound
  * Directs your mobile dialer to call the relay number, which is then forwarded as the Zoom user call to the destination.

<div data-with-frame="true"><figure><img src="/files/yTLjqTjeezUiCVPxauyJ" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Admin setup in the Zoom web portal</mark>

This feature is currently still an Early Release feature and will require a support ticket to request it be enabled on your account. The final released version may vary from the Early Release version.

1. Sign in to the [**Zoom web portal**](https://zoom.us/signin) as an administrator.
2. For multiple Zoom Phone Sites:
   1. Go to **Account Management → Account Settings → Zoom Phone**.
   2. Locate the **Mobile Switch to Carrier** with the **Cellular Companion** policy toggle.

      <div data-with-frame="true"><figure><img src="/files/wWtSvfby3pD4qsYkRAFA" alt=""><figcaption></figcaption></figure></div>
   3. Check the **Cellular Companion** box to enable the feature for the account.
   4. This setting is also available for **Sites**, **Groups**, and/or **Users Policy Settings** of the same name.
3. For a single Zoom Phone Site:
   1. Navigate to **Phone System Management → Company Info → Policy**.
   2. Locate the **Mobile Switch to Carrier** with the **Cellular Companion** policy toggle.

      <div data-with-frame="true"><figure><img src="/files/wWtSvfby3pD4qsYkRAFA" alt=""><figcaption></figcaption></figure></div>
   3. Check the **Cellular Companion** box to enable the feature for the account.

#### <mark style="color:blue;">User setup in the Zoom Workplace mobile app</mark>

1. Update to Zoom Workplace mobile app version 6.6 or later.
2. On the **Phone** tab, click on the **ellipsis (…)** in the upper-right corner.

   <div data-with-frame="true"><figure><img src="/files/y5GaICVSkDsQRotEDzMq" alt=""><figcaption></figcaption></figure></div>
3. Select **Network Access** from the menu.

   <div data-with-frame="true"><figure><img src="/files/ThB7Yy9dNaoWh1VSA44Z" alt=""><figcaption></figcaption></figure></div>
4. From the new menu, under **Cellular Phone Number**, click on **Add phone number**.

   <div data-with-frame="true"><figure><img src="/files/UQUPA5Az267PlszkQlR2" alt=""><figcaption></figcaption></figure></div>
5. Enter your cellular number and select **Continue**.

   <div data-with-frame="true"><figure><img src="/files/2sae0Pxzcpb1nICp9hYm" alt=""><figcaption></figcaption></figure></div>
6. Verify your cellular number with either a Text or Call.

   <div data-with-frame="true"><figure><img src="/files/xzmof8R6DFD9hpSJ1eXQ" alt=""><figcaption></figcaption></figure></div>

   <div data-with-frame="true"><figure><img src="/files/o4DaGk47q6Q66XY5PJ14" alt=""><figcaption></figcaption></figure></div>
7. Choose **Cellular Carrier** and toggle it on. (You can toggle Wi-Fi or mobile data off if you want to force Cellular Companion on to test or for times you know cellular data is limited).

   <div data-with-frame="true"><figure><img src="/files/SKa21IUzsxt1acEs0TK1" alt=""><figcaption></figcaption></figure></div>
8. **Accept** the prompt to allow limited contact access.

Zoom will now automatically fall back to your cellular carrier if data connectivity drops.

**Requirements**:

* Available in U.S. and Canada only
* Uses minimal data for signaling

#### Demo Video

{% embed url="<https://zoom.us/clips/share/toVenhqdRnikAWeDHTNBpw>" %}

### Comparison Chart

<div data-with-frame="true"><figure><img src="/files/47d5CY7rBzgfWaGY15dc" alt=""><figcaption></figcaption></figure></div>


# Zoom Phone Salesforce Integration

Authored by Nate Raper

### Introduction

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 Zoom AI 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 integration includes:

* ZRA: Used to analyze customer interactions and provide intelligence linked to SFDC customers and opportunities. This guide does not go through the full ZRA integration with SFDC. That can be found at [Configuring Zoom Revenue Accelerator with a CRM](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0059005).
* Zoom Auto Dialer: Provides a streamlined sales outreach calling solution tied to SFDC.

This article will dive into the setup, configuration, and end-user experience with the Zoom Phone integration for Salesforce. This article assumes that:

* Zoom Phone is already set up for your users and working correctly.
  * (optional) Zoom Revenue Accelerator or Zoom Auto Dialer setup for your users and working correctly.
* Salesforce is already set up for your users and working correctly.
* No existing Zoom and Salesforce integration has been set up.

{% hint style="info" %}
In addition to the text description, there's an associated brief video to help walk through each section.
{% endhint %}

### Installation

The setup of this integration requires the following permissions:

* Zoom - Account Owner or Administrator with Zoom App Marketplace permissions (via Role).
* SFDC - Administrator permissions and access to Salesforce Trailblazer. At a high level, we will be installing the integration app from the Zoom App Marketplace first, which will redirect us to the Salesforce web page to install the integration app from their side. The detailed step-by-step process is outlined in our [Support Article](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060915), but here's the higher-level steps.

1. Log in to the [Zoom App Marketplace](https://marketplace.zoom.us/), search for "[Salesforce Lightning](https://marketplace.zoom.us/apps/ozGm-qsFRBqBkYYzJg4Y6g)" to find the integration app and click **Add.**

   <div data-with-frame="true"><figure><img src="/files/75qaxAMZjUnzRiRYTRkO" alt=""><figcaption></figcaption></figure></div>
2. You will be redirected to the Salesforce AppExchange for **Zoom for Lightning** where you can click on **Get It Now** (for Production) or **Try it** (for Sandbox).

   <div data-with-frame="true"><figure><img src="/files/7lH5fq8loDTViU5jn2kL" alt=""><figcaption></figcaption></figure></div>
3. Ensure you select the correct account for the Production or Sandbox environment.

   <div data-with-frame="true"><figure><img src="/files/CzP6DQdj3ypJPhU6vSv0" alt=""><figcaption></figcaption></figure></div>
4. Note the current release number (this screenshot is version 2.33.0 in January of 2026) and select **Confirm and Install**.

   <div data-with-frame="true"><figure><img src="/files/L70XfjxhhUWgAZkL7AlO" alt=""><figcaption></figcaption></figure></div>
5. We recommend selecting **Install for Admins Only** so your SFDC Admin can control who gets permissions to this integration. Press **Install** and approve third-party access to Zoom.

   <div data-with-frame="true"><figure><img src="/files/fBvhqUesVt7UM4bGCPig" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
Installation usually takes 5–10 minutes. You will most likely see a message stating the installation is taking longer than expected. This is normal. You may want to wait for the completion email, or check the status in SFDC Setup → Apps → Packaging → Installed Packages.
{% endhint %}

#### <mark style="color:blue;">Video - Installation</mark>

{% embed url="<https://success.zoom.us/clips/share/5LbGHkt4RlKlenShW34WkQ>" %}

### Configuration for Zoom Phone

#### <mark style="color:blue;">User Setup and Permissions</mark>

Before anyone can use the Zoom Phone integration in Salesforce, you’ll need to give them the right access. This includes Permission Sets and Call Center assignment.

1. Assign Permission Sets
   1. Access the SFDC Setup via the gear icon and click Setup.

      <div data-with-frame="true"><figure><img src="/files/bS9zx1FVZCts92jNdmNY" alt="" width="563"><figcaption></figcaption></figure></div>
   2. In SFDC Setup, search for Permission Sets.

      <div data-with-frame="true"><figure><img src="/files/NaFnqEAIL462P86inWwc" alt=""><figcaption></figcaption></figure></div>
   3. This integration has two permission sets: **Zoom Admin** and **Zoom Phone User**. (Other Zoom components like Meetings, Contact Center, Scheduler, etc. also have their own permission sets.) Open the appropriate permission set. Only use Zoom Admin for users who need access to the Zoom Admin for Lightning application, which is typically administrators. Zoom Phone User should be the only permission set required for standard users.

      <div data-with-frame="true"><figure><img src="/files/a1ljWypvHboscRLpYOpv" alt=""><figcaption></figcaption></figure></div>
   4. Under Manage Assignments add users to the Zoom Phone User permission set.

      <div data-with-frame="true"><figure><img src="/files/g5jz9d2qEXDsCUSJKBop" alt=""><figcaption></figcaption></figure></div>

      <div data-with-frame="true"><figure><img src="/files/hmF58NEHc5KLdChV39Q9" alt=""><figcaption></figcaption></figure></div>
2. Add SFDC Users to Call Center Sets
   1. Locate the Zoom Phone Call Center. Navigate to the Call Centers section in Setup and find your configured Zoom Phone integration. Click the Name. Do not click Edit.

      <div data-with-frame="true"><figure><img src="/files/0ju5EQtM7wUjSq0uS0Pz" alt="" width="379"><figcaption></figcaption></figure></div>
   2. Managing User Assignments - Using the **Manage Call Center Users** button, add users to this Call Center set.

      <div data-with-frame="true"><figure><img src="/files/SvPNIWH5MsODU3pYPCLE" alt=""><figcaption></figcaption></figure></div>

      <div data-with-frame="true"><figure><img src="/files/vKrr2eqeFfdGI7yED7HB" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
When setting up the Zoom Phone integration with Salesforce, there’s one critical step that often gets overlooked: adding users to the Call Centers set. This controls whether a user sees Zoom Phone or Zoom Contact Center. Each user can only be in one Call Center in Salesforce at any given time.
{% endhint %}

#### <mark style="color:blue;">Set Up Zoom Phone Interface</mark>

Next, we need to make the **Zoom Phone Widget** appear in Salesforce so agents can use it. In many cases, you'll add it to the **Sales** or **Sales Console** app in SFDC, but this is a decision that can be unique for each customer.

1. Add Open CTI Softphone to SFDC app (include start automatically)
   1. Next, you'll need to add the Open CTI Softphone utility to your Lightning apps and enable the "Start Automatically" setting. This puts the Zoom Phone widget directly in the utility bar where users can access it, and the automatic start feature ensures the component pre-loads in the background even when the utility bar is collapsed — making click-to-dial functionality easily accessible on every page.
   2. **Adding the Utility Item** - Edit an existing Lightning app via **App Manager** and add the **Open CTI Softphone** to the **Utility Items** tab.

      <div data-with-frame="true"><figure><img src="/files/YGucHAKbETpGWJsPgr4b" alt=""><figcaption></figcaption></figure></div>

      <div data-with-frame="true"><figure><img src="/files/g30MGWGbfetqnphitLz6" alt=""><figcaption></figcaption></figure></div>
   3. **Adjust CTI Widget** - It's best to update the size of the ZP CTI Widget to 400 (W) x 640 (H) and be sure to check the "Start Automatically" box while you're here.

      <div data-with-frame="true"><figure><img src="/files/dCAg733mI0L27oiZazrI" alt="" width="427"><figcaption></figcaption></figure></div>

### Configuring How Calls/SMS Work

{% hint style="info" %}
Remember to check out the support article if you want to do a deep dive into any particular setting!
{% endhint %}

This important section will walk through setting up your Business Rules for how calls and SMS messages are handled inside of Salesforce.

#### <mark style="color:blue;">**Zoom Admin for Lightning**</mark> <mark style="color:blue;">Settings</mark>

1. Once your Zoom Phone integration is up and running in Salesforce, you'll want to fine-tune the settings to match your organization's workflow. This configuration happens through the **Zoom Admin for Lightning** app, where you can customize everything from call logging behavior to user interface options. Keep in mind that when you make changes, *users will need to refresh their Salesforce pages to see the updates*!
   1. Access the configuration through the **Zoom Admin for Lightning** app in Salesforce, then navigate to the **Zoom Phone** Settings section. The key areas to focus on include:
      1. **Call and SMS Logging Options** - Control automatic saving of call logs and text messages, customize which fields appear in the Zoom Phone widget, and set up the integration with Sales Engagement features.
      2. **User Interface Controls** - These controls include items like:
         1. Configuring contact/lead settings
         2. Enabling advanced click-to-dial behavior
         3. Controlling "Related To" settings, screen pop, and button visibility (for example - save/delete options).
2. **Authentication and System Settings** - Set up user matching between Zoom and Salesforce accounts, and configure internal call handling.

   <div data-with-frame="true"><figure><img src="/files/KA6MTinPX41r3sPY9v01" alt=""><figcaption></figcaption></figure></div>

   <div data-with-frame="true"><figure><img src="/files/kSJKBtHpaQEE1EB3sb0U" alt=""><figcaption></figcaption></figure></div>

   <div data-with-frame="true"><figure><img src="/files/T8j5JhyGx80YI1rQGcNt" alt="" width="563"><figcaption></figcaption></figure></div>
3. Customize Call Log Panel (Optional)

   1. While in the Zoom Phone Settings, you can customize the Call Log panel with the fields you would like to see, and reorder the added fields.

      <div data-with-frame="true"><figure><img src="/files/EsuCXrvZJMWm0NRZtmmO" alt="" width="375"><figcaption></figcaption></figure></div>

   <div data-with-frame="true"><figure><img src="/files/iYndF81mjpS6ZA6rvn6o" alt=""><figcaption></figcaption></figure></div>
4. Customize Task Detail Page
   1. To get the full value from your Zoom Phone integration, you'll want to add the call log details directly to your Salesforce task pages. This gives users easy access to call information right where they're already working, eliminating the need to jump between screens.
   2. This customization happens through Salesforce's Lightning App Builder and involves working with the task detail page layout. The process involves:
      1. **Accessing Lightning App Builder** - Navigate to any *existing* task record and go to **Edit Page** to modify the Task Layout.

         <div data-with-frame="true"><figure><img src="/files/d0Cml7t7ddglb200PVIG" alt=""><figcaption></figcaption></figure></div>

         <div data-with-frame="true"><figure><img src="/files/Nscb7PEAo9I9e046wmzA" alt=""><figcaption></figcaption></figure></div>

         <div data-with-frame="true"><figure><img src="/files/5qoglKcKvC66aT2oNKul" alt=""><figcaption></figcaption></figure></div>
      2. **Adding the Zoom Component** - Drag the zoomCallLogDetail component onto the task detail page layout.

         <div data-with-frame="true"><figure><img src="/files/EHdADZw1QgJcATWtfWnr" alt=""><figcaption></figcaption></figure></div>

         <div data-with-frame="true"><figure><img src="/files/EMhfaVFd0stDiky2gl3y" alt=""><figcaption></figcaption></figure></div>
      3. The zoomCallLogDetail also includes Zoom AI call summaries, as well as links to recordings and voicemails.
5. **Activating the Changes** - Save and activate the updated layout, then assign it to the appropriate record types or user profiles, or org-wide.

#### <mark style="color:blue;">Mobile SFDC Configuration</mark>

If your users leverage the SFDC and Zoom Workplace mobile apps for handling calls on the go, this section will walk through extra setup steps needed to make that integration work even more smoothly.

1. Set up **Click to Call** and **Click to SMS**.
   1. This allows users to tap phone numbers directly in their mobile Salesforce app and have the call placed or SMS started through their Zoom Workplace mobile app - creating a seamless experience between the two platforms.
   2. **Opening Object Manager** - Open up the Object Manager and choose the object you want to add the Zoom Phone action to (Leads, Contacts, and Accounts are common Objects updated).
   3. Select "Page Layout" and find the "Mobile & Lightning Actions" Section.
   4. Add **Zoom Phone** to that section.

      <div data-with-frame="true"><figure><img src="/files/zYqNDr1zNhB2Vd2M2eaX" alt=""><figcaption></figcaption></figure></div>

      <div data-with-frame="true"><figure><img src="/files/acSezNnKovpMNKqMkD5H" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Video - Configuration for Zoom Phone</mark>

{% embed url="<https://success.zoom.us/clips/share/hofaTURJSrGfDFFsmxCG7g>" %}

### Configuration for Zoom Auto Dialer for SFDC

Zoom Auto Dialer leverages components of Zoom Revenue Accelerator (ZRA) on top of Zoom Phone to provide a powerful customer outbound contact tool. With the SFDC integration, users can pull call lists from SFDC contacts and leverage the same Zoom Phone integration to include call logs, Zoom AI call summaries, recordings, etc. in the SFDC Task after each call. Zoom Auto Dialer doesn't require the full ZRA integration with SFDC. Once you have completed the Zoom Phone integration outlined above, the ZRA integration for searching contacts only requires a quick user-side OAuth Authorization. Please see the [OAuth Authorization ](#oauth-authorization-process)section below for that component.

### End User Experience

#### <mark style="color:blue;">Final Setup and Personal Settings</mark>

Once your Zoom Phone integration is configured in Salesforce, individual users need to complete their personal setup to start making calls and sending SMS messages. This involves completing the OAuth authorization process and configuring their personal preferences for how they want to interact with phone numbers in Salesforce.

#### <mark style="color:blue;">OAuth Authorization Process</mark>

If users see a message about completing OAuth when they try to sign in, they'll need to authorize the connection through the **Zoom User Config** app in Salesforce. Once completed, users can sign in to the Zoom Phone widget using their Zoom credentials, and the authorization will remain active as long as they use the integration regularly.

1. Select the Apps drop-down and search for **Zoom User Config.**

   <div data-with-frame="true"><figure><img src="/files/WkAwRAdXlGk4BAGX4Uo1" alt=""><figcaption></figcaption></figure></div>
2. Click **Zoom Phone Settings.**

   <div data-with-frame="true"><figure><img src="/files/CJiGZX03JTtGoEdHajsW" alt=""><figcaption></figcaption></figure></div>

   1. Click the **Authorize from the Zoom App Marketplace** box. This opens another browser window and prompts the user to sign in with their Zoom credentials or SSO.

      <div data-with-frame="true"><figure><img src="/files/If6HbOkDypjcA9neIVrw" alt="" width="437"><figcaption></figcaption></figure></div>
   2. Users can choose from three options for what they want to happen when they click on a phone number in Salesforce.

      <div data-with-frame="true"><figure><img src="/files/AZCDhzGJzs0ChYDteafC" alt=""><figcaption></figcaption></figure></div>
   3. Users can also choose if they want the Zoom Phone widget to automatically pop up on every page, tab refresh, or link click. This is not normally recommended, unless you specifically want the Zoom Phone widget to always display on all pages. Without this option checked, the widget will stay minimized and pop when you place outbound or receive inbound calls.
3. (Optional) For the Zoom Auto Dialer integration, select **Zoom Revenue Accelerator Settings** under the same **Zoom User Settings** SFDC app.
   1. Click **Authorize from the Zoom App Marketplace**.

      <div data-with-frame="true"><figure><img src="/files/x4MmrYhFMWjR53jCOIuc" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Video - End User Experience</mark>

{% embed url="<https://zoom.us/clips/share/RDDtriB_QyKxbsgITNv9jg>" %}

### Using the Zoom Phone Widget in Salesforce

Once you're signed in and configured, the Zoom Phone widget becomes your command center for all phone and SMS communications within Salesforce. The widget automatically pops up (unless disabled) when calls come in and provides seamless integration with your Salesforce records, making it easy to stay connected while keeping your CRM data up to date.

#### <mark style="color:blue;">Making and Receiving Calls</mark>

* **Inbound/Outbound calls** - Search for contacts by name or dial directly from the Keypad tab.
* **Contact matching** - See phone number types and "Do Not Call" indicators when searching.
* **Call controls** - Use mute, hold, record, and note-taking during active calls.
* **Incoming calls** - Widget automatically pops up with accept/decline options.

<div data-with-frame="true"><figure><img src="/files/css9DUgRHJ4DXLfbz8Ix" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">SMS Communication and Management</mark>

* **Send messages** - Type contact names or phone numbers in the SMS tab or use click-to-SMS functionality.
* **Auto-linking** - Messages automatically connect to matching contacts/leads.
* **Conversation view** - All SMS threads are organized by contact.
* **Auto-save option** - Messages create Salesforce tasks when enabled by admin.

  <div data-with-frame="true"><figure><img src="/files/6v2ZrLCBnHSz3XKOkItZ" alt=""><figcaption></figcaption></figure></div>

  <div data-with-frame="true"><figure><img src="/files/lidvc5sG4G2ZYgZjgFRF" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Call History and Voicemail Access</mark>

* **History filtering -** View all calls, missed calls only, recordings, or notes.
* **Quick actions -** Redial numbers, play recordings, or add post-call notes.
* **Voicemail playback -** Access and play voice messages with return call options.
* **Call details -** See date, time, duration, and caller information.

  <div data-with-frame="true"><figure><img src="/files/ZkhDReFIEXHrdXvlwRkC" alt=""><figcaption></figcaption></figure></div>

  <div data-with-frame="true"><figure><img src="/files/wPltpKn4BY7uEvwLfqV9" alt=""><figcaption></figcaption></figure></div>

  <div data-with-frame="true"><figure><img src="/files/jSiQ6O9XIMKbDAr6VeNh" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Unlinked Call Log Management</mark>

* **Unlinked Call Log** - These are calls made while the Zoom Phone user is not connected to Salesforce. Examples would be when the user is on the go and taking calls on their Zoom Workplace mobile app.
* **Selective syncing** - Review a list of up to 3 days of calls from the current date and choose which calls to import and assign to which Salesforce records.
* **Contact matching** - System shows matched leads/contacts for each call.
* **Recordings/Voicemails** - These are not available for unlinked call logs.

  <div data-with-frame="true"><figure><img src="/files/uMvSCRNc9Er4dgqe3MqL" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:blue;">Video - End-user Experience</mark>

The following video will show the end-user experience for the following scenarios:

* Inbound call with contact screen pop and task that's created
* Outbound call
* Linking an unlinked call log

{% embed url="<https://zoom.us/clips/share/O6Dap4RdTjSjUtj5s7XVQg>" %}

### References

* [Installing the Zoom for Salesforce Lightning App](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060915)
* [Configuring Zoom Phone for Salesforce Lightning](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057958)
* [Using Zoom Phone in Salesforce for Lightning](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0057953)




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