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. Users can decide if they want to enable or disable it from their own web portal settings and control its functionality from their clients.

How to Enable Zoom Assistant from your Web Portal

Enable the Zoom Assistant directly from your account on the web:

1. Log into Portalguard and click the Zoom tile

2. In the navigation menu, click Settings, then click the Zoom Assistant tab from the right side.

3. Click the toggle to enable Zoom Assistant if it’s not enabled.

4. Select Phone.

5. (Optional) To the right of Zoom Assistant, click the toggle to disable the feature, if you want to disable it.

6. The widget will show up on your desktop. It can be moved anywhere on the screen.

How to use Zoom Assistant

Make sure to sign in to your Zoom client to use Zoom Assistant and the desktop panel will automatically open if the feature is enabled for your account.

Receive a call from Zoom Assistant

When receiving calls, you will see inbound call notifications simultaneously on both the desktop Zoom Assistant window and the Zoom desktop client in the Lines tab. You can accept or decline the call in either window.

Click the answer or decline icon in either window.

Make a call from Zoom Assistant

In the search bar of Zoom Assistant, enter the name of the user or phone number you want to call.
If the user already exists, on the right of their name, click the arrow icon, select their direct or extension number, and then click the phone icon.
If the user doesn’t exist, on the right of the number, click the phone icon.
If you have speed dial set up, click on their profile icon or name initials, then click Call.

Set a presence status in Zoom Assistant

On the top left of the Desktop panel, click your profile icon and set your presence status as one of the following:

• Available
• Away
• Busy
• Out of Office
• Do Not Disturb

Viewing call history and voicemail from Zoom Assistant

Click the clock icon to refocus on the History tab in the main Zoom window and view your call history and recordings.

Click the voicemail icon to refocus on the Voicemail tab in the main Zoom window and view your voicemail.

Disable Zoom Assistant

Uncheck Phone, to remove the visibility of Zoom Assistant.
From the Zoom Assistant desktop panel, click your profile icon or name initials, then click Close Assistant.

If you have any other questions about Zoom Assistant, please refer to this article from Zoom Support.