Overview
This article will assist you with how to make an outbound phone call using the Zoom Phone Desktop Application.
Applies to: Staff Faculty
Before You Begin
Please ensure the following before proceeding:
●You must have the Zoom Workplace desktop application installed on your computer.
●You must be signed in to your Zoom account. If you need help signing in, refer to: Zoom – Account Creation and Sign In.
●You must have Zoom Phone enabled on your account. Contact the Help Desk if you are unsure.
Step-by-Step Guide
Instructions
1 Open the Phone Tab in Zoom Workplace
Once you are signed into the Zoom Workplace application, navigate to the Phone section to access the dialer.
●Select Phone from the left-hand navigation bar in the Zoom Workplace application.
2 Dial an Outbound Phone Number
With the Phone tab open, you can place outbound calls using the dialer.
●Enter the 10-digit phone number using the on-screen dialer and press the call button to connect.
●Note: There is no longer a need to press 8 before dialing an outbound number.
3 End the Call
Once your call is connected, the dialer will update to indicate an active call in progress.
●While on a call, the Phone icon on the dialer will turn red.
●When you are ready to hang up, click the red Phone icon to end the call.
4 Use Zoom AI Companion to Summarize Your Call
While on an active call, you can enable the Zoom AI Companion to automatically generate a summary of your conversation.
●Click the AI Companion button during your call. Both you and the person you called will hear an audio notification that the call is being monitored by Zoom AI Companion.
●After the call ends, click the AI star icon next to the call in the left margin to view a Quick Recap.
●Select View Full Summary for a detailed, in-depth summary of the call.
⚠ AI Companion Notification
When Zoom AI Companion is enabled during a call, both parties will hear an automated notification that the call is being monitored and summarized. Please ensure the person you are calling is aware of and consents to this feature before enabling it.
Support & Assistance
Get Help
If any of these steps are unclear or you need additional help making calls on your Zoom Phone, please reach out to the Help Desk: