Quickstart Guide for Zoom Voice - Administrators Follow

Overview

The Zoom Phone Quickstart Guide assists Account Owners and Admins with the initial setup and introduces Zoom Phone features including multiple sites, phone users, direct phone numbers, and auto receptionists.

This article covers:

Prerequisites

Initial Setup

Follow these steps after you've activated your Zoom Phone license. Everything configured during the initial setup can be changed later on.

  1. As the Zoom Account Owner, you will receive an email stating you've been provisioned for Zoom Phone. Click the link in the email for initial setup or log in to the Zoom web portal and navigate to the Setup page under the Zoom Phone menu.
  2. Enter the required information to choose your main company number, which will be the primary number for your Zoom Phone service.
    • Select a Country, State and Area Code from the drop-down menus.
    • Choose Number drop-down menu: Select a primary phone number for your service.
      Note:
      • Only Local (Domestic) numbers are available at this time.
      • A default auto receptionist will be assigned to this number with you (the account owner) as the default operator.
    • Specify Extension Number for Owner: Enter an extension number for the account owner (your personal account) and click Next.
      Note:
      • Extensions can be up to 5-digits. We recommended using 4-5 digit extension.
      • All subsequent user extensions will increment from the extension value you enter here.
  3. Click Next.
  4. Enter a default emergency address, which is used by first responders when you call an emergency number (e.g. 911).

After you complete the initial setup, all menu options will be displayed under Zoom Phone on the left panel of the web portal. Follow the sections below to continue setting up Zoom Phone by creating multiple sites, creating phone users, assigning phone numbers, customizing auto receptionists, and provisioning devices.

Multiple Sites

If you want to organize your Zoom Phone users into groups, you should create multiple sites before moving on to creating phone users and assigning phone numbers. For example, you could create multiple sites based on office location or department. You can also assign a site code to each site, allowing users to easily identify and dial phone extensions that belong to the same site.

Learn more about managing multiple sites >

Phone Users

You can assign Zoom Phone licenses to users in the Zoom account. Assigning a Zoom Phone license to a user will automatically assign an extension number.

Users will also receive an email notifying that they have been added to the Zoom Voice. Users can click the setup link in the email to change their extension number.

Learn more about managing phone users >

Phone Numbers

After creating phone users, you can purchase direct phone numbers and assign them to users. Users that are assigned a direct phone number will still be able to use their assigned extension number.

Learn more about managing phone numbers >

Auto Receptionists and Integrated Voice Response (IVR)

Auto receptionists allow calls to be answered by a personalized recording or routed to a phone user or call queue. After completing the initial setup, you can customize the default auto receptionist created by Zoom Phone. You can set up an auto receptionist to route to an IVR system to provide callers with several routing options.

Learn more about managing auto receptionists and Integrated Voice Response (IVR) >

Call Queues

Call queues allow you to manage incoming calls so that they're routed to a specific group of users. For example, you can route calls to your office's billing, sales, or customer service departments.

Learn more about managing call queues >

Phones and Devices

By default, all Zoom Phone users can make and receive calls using the Zoom desktop and mobile clients.You can provision and assign devices to users who require a desk phone.

Learn more about provisioning phones and devices >

Blocked List

You also block numbers for all users in the account or for specific users. Blocked numbers can be inbound (numbers will be blocked from calling in) and outbound (phone users in your account won't be able to dial those numbers).

Learn more about managing the blocked list >

Dashboard

The Zoom Phone dashboard allows you to see the overall quality of voice calls and filter data based on a specific phone user.

Learn about the Zoom Phone dashboard >

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