Changing campaigns settings for Zoom Virtual Agent

Zoom Virtual Agent admins can customize the design of the invitation button and the engagement window. For example, 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.

After creating a campaign, you can change its settings.

This article covers:

• How to change campaign settings
• Campaign settings
  • Settings section
  • Invitation section
  • Campaign Location section
  • Engagement Window for Web Chat section
  • Targeting section
  • Voice Calls section
  • SMS Messages section

Prerequisites for changing campaign settings for Zoom Virtual Agent

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

How to change campaign settings

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 edit
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. Change campaign settings.
8. (Optional) Preview the campaign.
9. In the bottom-right corner, click one of these options:
   Note: You may not see all options depending on the status of the campaign.
   • Save: Save the draft campaign.
   • Publish: Publish/run the campaign and make it visible to consumers on your website.
   • Run: Publish the campaign and make it visible to consumers on your website.
   • Pause: Unpublish the campaign and hide it on your website.

Campaign settings

• Display name: The internal display name of the campaign.
• Draft / Running / Not Running drop-down menu: Change the campaign version that you're currently viewing.
  • Draft: View the draft version (if you have saved a draft of the campaign).
  • Running: View the last published version of the campaign (if the campaign is published).
  • Not Running: View the last version of the campaign before you save the draft.

Settings section

• Channels: Displays the channels associated with the campaign. Click the field then select or unselect channels to change which channels are associated.
• Name: Enter an internal display name for the campaign.
• Tag: Click the drop-down menu to select internal tags to assign to the campaign.
• Description (Optional): Enter an internal description for the campaign.
• Start Date: Specify the start date when your campaign and bot will go live.
• End Date (Optional): Specify an end date if you want to run a temporary campaign.
• Time Zone: Specify the time zone for the start and end dates.
• Publish: Click the toggle to set the campaign as published or unpublished. Published means that the campaign settings are in effect.

Invitation section

Customize the design of the engagement invitation button.

Campaign Location section

Select an engagement location to display the engagement invitation.

To add or edit an engagement location:

1. Click Create Engagement Location or locate an existing location and click Edit.
2. Change the following settings:
   • Name: Enter an internal display name for the location.
   • Description (Optional): Enter an internal description for the location.
   • Location type: Select how you want to define where the engagement can be displayed.
     • Page (URL/query string): Specify locations using a URL or query string.
     • Regular Expression: Use regular expression to determine locations.
   • Define where the engagement can be displayed.
     • If the Location type is Page (URL/query string), select an operator (Contain or Exclude) then enter the URL or query string. For example, selecting Contain and entering zoom.us means the engagement appears anywhere on the zoom.us domain.
     • If the Location type is Regular Expression, specify the regular expression to determine locations.
3. (Optional) Click Test Page, enter a URL, then click Test to test a URL against the query string or regular expression you specified.
4. Click Save.

Engagement Window for Web Chat section

Customize the design of the chat engagement window. The chat engagement window displays after consumers click the chat invitation button.

Note: This section is only available if Web Chat is one of the channels for the campaign.

Targeting section

Select the devices to display the campaign on (Desktop, Tablet, or Mobile). This feature is implemented based on the consumer's HTTP User Agent, not based on their screen size.

Voice Calls section

• Click Assign Number or Edit to assign or edit the phone number assigned to the campaign. Enter a phone number that's set up as an entry point to a voice flow.
• Show the phone number in the invitation: Display the phone number as one of the options consumers see when they click the invitation button. Consumers will see Call followed by the phone number.
• Specify the devices to show the voice option to consumers in the invitations.
  • Desktop computers: Only displays the voice option to consumers accessing the invitation from a desktop computer.
  • Mobile: Only displays the voice option to consumers accessing the invitation from a mobile device.

SMS Messages section

• Click Assign Number or Edit to assign or edit the phone number assigned to the campaign. Enter a phone number that's set up as an entry point to a SMS flow.
• Show the phone number in the invitation: Display the phone number as one of the options consumers see when they click the invitation button. Consumers will see SMS followed by the phone number.
• Specify the devices to show the SMS option to consumers in the invitations.
  • Desktop computers: Only displays the SMS option to consumers accessing the invitation from a desktop computer.
  • Mobile: Only displays the SMS option to consumers accessing the invitation from a mobile device.