Tip: Please make sure your active filter is set up to include phone call recordsĪdditionally you will now be able to initiate an outgoing phone call directly out of chat, email, SMS or contact record simply by clicking on the phone number shown within a record.Īdditional configuration options for Zoom Phone integration are located in Admin Workspace → Call Management → General Settings. Once your Zoom user account is authorized all inbound and outbound calls will automatically appear within the Agent Workspace in real time, allowing you to notate, categorize, tag and escalate them. Please note that in order to take full advantage of the LiveHelpNow Zoom phone integration, all users on your account must repeat this step. Simply authorize your Zoom Phone account in Admin Panel → Support Channels → Phone please choose one of the following methods.
To log Zoom Phone inbound/outbound calls to then further report on volumes, handling times, missed calls, etc.
Update call status, save notes, escalate.Automatically log calls under customer records.Automate schedule calls and post-call activities.Make calls directly from LiveHelpNow console simply by clicking on a phone number within a ticket, chat.Customer information screen automatically "pops" onto an agent's computer screen when the agent answers a call showing all previous interactions (calls, chats, emails, sms messages, etc) as well as name, email, order history.Automatically text callers of missed calls.Track, categorize, notate and report on all incoming and outgoing calls all in one place.LiveHelpNow Zoom Phone integration provides the following functionalities:
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