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Messaging & team chat

Zoom Team Chat

Zoom Team Chat for your phone agent: post, look up, and schedule messages while you talk.

Connect Zoom Team Chat and your agent can work inside your team's chat during a phone call. It can post a message to a channel, look up a teammate, set a reminder on an important message, or create a channel for a new project. When a caller asks for something your team needs to see, the agent can drop it into the right channel with the details already written out. Nobody has to stop what they are doing to relay it.

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What your agent can do with Zoom Team Chat

  • Post a message to the right channel with the caller's details
  • Send a direct message to a team member when a call needs follow-up
  • Set a reminder on a message so it resurfaces at the time you choose
  • Create a channel or shared space for a new client or project during a call
  • Look up channels and members so the agent routes information correctly

Zoom Team Chat exposes 44 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller reports a delivery problem

  1. Caller

    Hi, my order from last Tuesday still hasn't arrived and I need someone to look at it.

  2. Agent

    Sorry to hear that. I can get this to the operations team right now. Can I take your name and order number?

  3. Caller

    It's Dana Whitfield, order 48213.

  4. Agent

    Thanks, Dana. I've posted it in the Operations channel with your order number and a note that you're waiting for a callback today. Someone will reach out before 3 pm.

Reminder for a supplier quote

  1. Caller

    Can you make sure Marcus follows up on the flooring quote? I asked him to send it over.

  2. Agent

    Of course. I'll post a reminder on Marcus's message about the flooring quote and set it for tomorrow at 9 am.

  3. Caller

    Perfect, thank you.

  4. Agent

    Done. The reminder is set, and Marcus will see it first thing tomorrow.

New client intake

  1. Caller

    We just signed on and would like a shared place for our project team to talk with you.

  2. Agent

    Welcome. I can set that up now. What is the project name?

  3. Caller

    Harbor View Renovation.

  4. Agent

    I've created a shared space called Harbor View Renovation with a general channel. Can I add your email so you can join?

How to connect Zoom Team Chat

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Zoom Team Chat

    From Integrations in the dashboard, choose Zoom Team Chat and enter the connection details from your Zoom Team Chat account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Zoom Team Chat actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work during the call or after it?

Both. Your agent can post, look up, and set reminders while the caller is still on the line, or log a message and act on it right after the call ends.

What do I need to connect Zoom Team Chat?

You need a Zoom account with Team Chat enabled. Sign in from the AgentCalls dashboard, then enter your own Zoom credentials in the tool settings to connect.

Which plan includes this integration?

Zoom Team Chat is included from the Growth plan. Smaller plans can use AgentCalls without connected tools.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Zoom Team Chat.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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