Managing campaigns for Zoom Virtual Agent

Campaigns are what you use to manage access to your chatbot on your website. For example, you can specify when and on which URLs the chatbot will be available. Campaigns also let you customize the design of the invitation button and the engagement window. You can change the color of the invitation button to match your organization's branding and display a welcome screen for chat engagement with your logo.

Campaigns allow you to control which pages your chatbot is displayed on or hidden from. You can create multiple campaigns so you can use different chatbots depending on which page the user is on. This is a powerful way to deliver a customized customer experience by building a chatbot that’s designed for their personal types.

Note: If your Zoom virtual agent directs consumers to Zoom contact center agents for live support, start the engagement using the Zoom Contact Center campaign.

This article covers:

• How to add a campaign
• How to view, edit, or delete campaigns
• How to preview a campaign

Prerequisites for managing campaigns for Zoom Virtual Agent

• Account owner or admin privileges; or relevant role/privilege
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license
• Bot Flow created

How to add a campaign

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. Click the Campaigns tab.
4. Click Add Campaign.
5. Under Primary Channel(s), select one or more primary channels. You can click a current selection to deselect it.
6. (Optional) Under More Channel(s), select one or more secondary channels. You can click a current selection to deselect it.
7. Click Add.
8. Change campaign settings.

How to view, edit, or delete campaigns

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. Click the Campaigns tab.
4. Use the following options to filter data:
   • Enter keywords in the search field to search through closed engagements.
   • Click the drop-down menu next to the search field to filter by the publish status.
5. Follow one of these options:
   • To edit a campaign, click the display name of the campaign, then you can change the campaign settings.
   • To delete a campaign, click the ellipses icon and then click Delete.
     Note: To delete several campaigns at once, select the check boxes beside the Name column, then click Deleted Selected at the top of the table.

How to preview a campaign

You can preview campaigns on your website before implementing it. This allows you to test the invitation button, engagement window, and welcome screen. Previewing a campaign does not make changes to your website.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. Click the Campaigns tab.
4. Click the display name of the campaign you want to preview.
5. If the campaign isn't in a Draft status, click Save as Draft at the bottom of the page.
6. Click Save New Draft to confirm.
7. In the top-right corner, click Preview.
8. Select the URL from your list of verified Zoom Virtual Agent domains, then click Preview.
   Zoom Virtual Agent will open a preview of the campaign on the selected domain.