Managing call queues Follow

Overview

Call queues allow you to route incoming calls to a group of users. For example, you can route calls to your office's billing, sales, or customer service departments. Each call queue has a maximum of 50 members.

There are three call distribution options for call queues:

  • Simultaneous: Ring all available members at the same time.
  • Sequential: Rings available members one at a time.
  • Rotating: Rings available members in a regularly changing order so that calls are distributed evenly.

Note: Phone users will not receive call notifications from call queues if they're currently on a call or disabled calls from call queues.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account owner or admin permissions
  • Zoom Phone license

Creating a call queue

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Call Queues.
  3. Click Add.
  4. Enter the following information:
    • Site (only visible if you have multiple sites): Select a site for the new call queue. 
    • Name: Enter a display name.
    • Description (Optional): Enter a description to help identify the call queue.
    • Extension Number: Enter an extension for callers to reach the call queue. You can assign direct phone numbers to the call queue after creating it.
    • Member(s): Click Add. Select the phone users you want to be included in the call queue, then click OK. You can add phone users or common area phones to call queues.
      Note: The first phone user you add to the call queue will be marked as the Manager and voicemail will become the default overflow routing option.
    • Copy from an existing Call Queue: Copy business/closed hours, greeting prompt, and routing rules from an existing call queue.
  5. Click Save. The web portal will redirect you back to the Call Queue page.
  6. Click the name of the call queue to change it settings. See the next section for more information.

Changing call queue settings

Note: There are also global phone settings, and policy settings that enable or disable certain phone features.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Call Queues.
  3. Click the name of the call queue you want to edit.
    You can change the following settings in the Profile tab:
  • Display name and description: Click Edit beside the call queue's name to change the display name and description.
  • Site (only visible If you have multiple sites): Displays which site the call queue belongs to. Select another site using the drop-down menu to move the call queue to another site.
  • Extension Number: Click Edit to change the extension for callers to reach the call queue.
  • Number(s): Click Add to assign a direct phone number to the call queue.
  • Members(s): Click View or Edit to see current members of the call queue, add more members, or change the call queue manager. You can add phone users or common area phones to call queues. Each call queue has a maximum of 50 members. You can overflow to another call queue if you require routing to more than 50 phone users.
  • Time Zone: Click Edit to change the time zone used for the Business Hours option below.
  • Business Hours / Closed Hours / Holiday Hours: Customize how inbound calls are routed during business, close, or holiday hours.
  • Voicemail: Click Set to share the call queue's voicemail inbox with phone users.
    Note: To allow callers to leave messages in the call queue's voicemail, change the Overflow setting to route to the current extension's voicemail inbox.
  • Active Status: Click the toggle to enable or disable the call queue. Inactive call queues cannot be called but will retain its settings and appear in the Call Queues page.

Customizing business, closed, and holiday hours

You can customize times that the call queue is available to route calls. You can also customize how inbound calls are routed during business, close, or holiday hours.

Note: After setting hours for a call queue, each member's customized hours will still be in effect. For example, if you set the call queue's business hours to all day Friday and a member is off on Friday, the call queue will not route to that member.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Call Queues.
  3. Click the name of the call queue you want to edit.
  4. Customize these settings:

Business hours

Click Edit to change the times when the call queue will distribute calls. You can also set business hours to span past 11:30 PM. This could be used for call queue members that work night shifts.

You can customize how calls are routed during business hours:

  • Call Distribution: Select a method to distribute calls during business hours.
    • Simultaneous: Rings all available members at the same time. 
    • Sequential: Rings available members one at a time. After selecting this option, specify the ring duration for each member until the Max Wait Time setting below is reached. Click Specify Sequence to rearrange the order by clicking and dragging each row or clicking the arrow icons.
    • Rotating: Rings available members in a regularly changing order so that calls are distributed evenly. You can specify the ring duration for each member until the Max Wait Time setting below is reached.
  • Greeting Prompt: Plays before routing the caller based on the call distribution method. Select a greeting prompt from the drop-down menu or click Audio Library to select, record, or upload custom audio.  You can also select Disable to not play a greeting prompt.
  • Audio While Connecting: Plays for the inbound caller waiting to be routed to an available member. Select audio from the drop-down menu or click Audio Library to select, record, or upload custom audio. You can also select Disable to not play any audio.
  • Music on Hold: Plays for the inbound caller when they're placed on hold by a call queue member. Select audio from the drop-down menu or click Audio Library to select, record, or upload custom audio. You can also select Disable to not play any audio.
  • Max Wait Time: Select the total maximum wait time allowed in the call queue, then click Confirm. When the maximum is exceeded, callers will be routed based on the Overflow option below.
    Note: When changing this settings, keep in mind your call distribution method and ring duration time (if applicable).
    • Simultaneous: Rings all available members for the specified max wait time.
    • Sequential: Rings available members one at a time for the specified max wait time. Make sure the ring duration for each member is set at a lower value than the max wait time.
    • Rotating: Rings available members in a regularly changing order for the max wait time. Make sure the ring duration for each member is set at a lower value than the max wait time. 
  • Max Call in Queue: Click Edit to change the maximum number of calls allowed in the queue, then click Confirm. When the maximum is exceeded, callers will be routed based on the Overflow option below.
  • Overflow: Click Edit to set where calls are routed when the Max Wait Time or Max Call in Queue is exceeded.
    • Route to: Select a routing option (Voicemail, UserAuto Receptionist, or Call Queue), then use the text box to specify the route. By default, calls are routed to the call queue manager.
    • If you selected Voicemail:
      • Voicemail Greeting: Select a greeting from the drop-down menu or click Audio Library to select, record, or upload custom audio. The greeting plays before routing the call.
      • Leave Voicemail to: Select Current Extension to route to the call queue's voicemail. You can also route to a voicemail inbox that belongs to a phone user, auto receptionist, or another call queue.
        Note: If you're routing to a phone user's voicemail, the voicemail greeting you specified will be used instead of the phone user's greeting. Select Follow User Voicemail Greeting to use the phone user's greeting instead of selecting a replacement.

Closed hours

If you set business hours, customize calls are routed outside of business hours. Click Edit and select a routing option, then use the text box to specify the route.

If you selected Voicemail, you can change these settings:

  • Leave Voicemail to: Select Current Extension to route to the call queue's voicemail. You can also route to a voicemail inbox that belongs to a phone user, auto receptionist, or another call queue.
  • Voicemail Greeting: Click Audio Library to select, record, or upload custom audio. The greeting plays before routing the call.
    Note: If you're routing to a phone user's voicemail, the voicemail greeting you specified will be used instead of the phone user's greeting. Select Follow User Voicemail Greeting to use the phone user's greeting instead of selecting a replacement.

Holiday hours

Click Set or Edit to designate certain days are holidays. You can customize how calls are routed during holidays. For example, you could directly route calls to voicemail or play a custom message to tell the caller that the office is away on holiday. You have access to the same routing settings as closed hours.

Changing the call queue manager

The call queue manager has the follow privileges:

When creating a call queue, the manager is the first member you add. Follow these steps to change the call queue manager. There can only be one manager for each call queue.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Call Queues.
  3. Click the call queue name you want to change.
  4. In the Member(s) section, click View or Edit.

    Note: The current call queue manager usually appears as the first member.
  5. Select the user to assign as the call queue manager and click Set as Manager.

Viewing a call queue's voicemail inbox

Note: To allow callers to leave messages in the call queue's voicemail, change the Overflow setting to route to the current extension's voicemail inbox.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Call Queues.
  3. Click the call queue name.
  4. Click the Voicemail tab.
  5. You can identify voicemail messages using the following:
    • If the number has a caller ID name or belongs to your organization, you'll see a name above the number.
    • Voicemail entries marked by a blue dot haven't been played yet.
  6. Use the search options at the top to search for a specific contact or phone number, or click the drop-down menu at the top to filter by read or unread messages.
  7. Click the following options to view and manage voicemails:
    • Play icon: Play the voicemail message and display a transcript of the voicemail message if Zoom Phone was able to transcribe it.
    • Download: Save the voicemail message (MP3 file).
    • Delete: Delete the selected voicemail message. To delete several entries at once, click the checkbox beside the status column and click Delete at the top of the table.

Viewing call queue recordings

Admins and the call queue manager can view and manage call recordings for the call queue. You can enable automatic call recording for call queues in the policy settings.

Note: Call queue recordings only contain automatic recordings. They do not contain call recordings that were started by a call queue member.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Call Queues.
  3. Click the call queue name.
  4. Click the Recordings tab.
  5. Use the search options at the top to filter call history by date or contact. You can also click the column headings to sort entries.
  6. Click the following options to manage call recordings:
    • Play icon: Play a recording in the web portal.
    • Download: Save the recording as an MP3 file.
    • Delete: Delete the selected call recording. To delete several entries at once, click the checkbox beside the contact name/number and click Delete.
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