Enabling and disabling Zoom Assistant

Zoom Assistant is a compact desktop panel that allows phone users to quickly find their contacts, access and manage speed dial, make and receive calls, and transfer calls. The panel can be docked to the left and right sides of a computer screen. With the addition of a Power Pack license, Zoom Assistant functionalities expand to include the Power Pack Desktop experience, such as answering and transferring calls for call queues, shared line appearance, and shared line groups. Admins can enable this feature for their entire account or just a single user. Once enabled, users can decide if they want to toggle its visibility On or Off from their own settings.

Notes:

• Zoom Assistant is not available to Zoom Phone Basic users and requires a Zoom Pro license.
• Use the user guide if you are a user to make sure you meet the requirements to use this feature.

This article covers:

• Zoom Assistant functionalities comparison per license
• How to enable Zoom Assistant for your entire account
• How to enable Zoom Assistant for a single user at the account level
• How to enable Zooom Assistant for a Power Pack user at the account level

Prerequisites for enabling Zoom Assistant

• Account or admin privileges
• Zoom Phone Pro or any license that includes Zoom Phone Pro features for the user being enabled
• Users who use Zoom Assistant must be running client version 5.14.0 or higher
• Zoom Phone Power Pack add-on for accessing call queues, shared line appearance, and shared line groups functions

Comparison of Zoom Assistant functionalities per license

How to enable Zoom Assistant for your entire account

As a Zoom Phone admin, you can enable Zoom Assistant at the account level to allow all your users to easily access call functions.

For accounts with the Power Pack Desktop User experience turned ON, please review the communication email that was sent to you on March 16th, 2023 titled Zoom Assistant change to Zoom Phone Powerpack.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management, then Account Settings.
3. Click the Zoom Assistant tab.
4. Click the toggle to enable Zoom Assistant if it’s not enabled, then in the dialog window, click Enable.
5. Select Phone, and in the dialog window, click Yes.
   Note: The dialog box will prompt you to turn on this feature for all users, so make sure this is what you want to do as once enabled your users will see a Zoom Assistant welcome wizard when logged into their client.
6. (Optional) Click the lock icon to prevent your users from modifying this setting.
7. (Optional) To the right of Zoom Assistant, click the toggle to disable the feature, if you want to disable it.

How to enable/disable Zoom Assistant for a single user

As a Zoom Phone admin, you can enable Zoom Assistant for one user at a time if you don’t want to extend this functionality to all users in your account.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Users.
3. Click on the user you want to enable Zoom Assistant for.
4. Click the Settings tab, and click Zoom Assistant.
5. Click Other.
6. Click the toggle to enable Zoom Assistant if it’s not enabled, then select Phone.
   Note: If Phone cannot be selected, this feature is unselected at the account level and locked.
7. Click Save.
8. (Optional) Click the toggle to disable Zoom Assistant, if you want to disable it.

How to enable/disable Zoom Assistance for a Power Pack user at the account level

Once a user has Zoom Assistant - Phone enabled and a Power Pack license assigned, that user or administrator can customize the widgets.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management, then Users & Rooms.
3. Click the name of the phone user.
4. Click the User Settings tab.
5. In the Zoom Assistant - Phone section, make sure the toggle is enabled, then click View or Edit.
6. In the Zoom Assistant - Phone window, click Set Widget for one of the positions, then select one of the following in the drop-down menu:
   • Call Queue
   • Shared Line Appearance
   • Shared Line Group
   • Group Call Pickup
7. Select the associated extension in the extension drop-down menu.
8. Repeat steps 6 and 7 as needed.
9. Drag and drop a row, or use the arrow buttons to move each row up or down in the order.
10. (Optional) Click Delete to remove the widget.
11. Click Save.
12. (Optional) To the right of Zoom Assistant - Phone, click the toggle to disable Zoom Assistant, if you want to disable it.