How to - Activating the Zoom Phone Assistant Pop-Out in Zoom Workplace

Overview

The Zoom AI Assistant pop-out is a small floating window that keeps you connected to your Zoom Phone without needing to have the full Zoom Workplace application open. This guide walks you through enabling and using the Zoom Assistant pop-out from within the Zoom Workplace application settings.

Applies to: Faculty Staff
📋 Before You Begin

You must be signed into the Zoom Workplace application before completing these steps. If you are unsure how to sign in, refer to this article.

Step-by-Step Guide

Instructions

1 Open Your Profile Settings

Access the Zoom Workplace settings menu through your profile icon.

●Click on your Profile Icon in the upper right corner of the Zoom Workplace application.

Zoom Workplace Profile Icon
2 Navigate to Settings

From the dropdown menu that appears after clicking your profile icon, select Settings.

Zoom Settings Menu Option
3 Locate the Zoom Assistant Setting

Find the Zoom Assistant toggle within the General settings tab.

●On the General tab, scroll all the way to the bottom until you see the Zoom Assistant section.

Zoom Assistant Setting Location
4 Enable the Zoom Assistant Toggle

Turn on the Zoom Assistant to activate the floating pop-out window on your screen.

●Toggle the Zoom Assistant switch so that it turns blue. A small pop-out window will immediately appear on your screen.

●Optionally, check Hide Zoom Assistant when there is no active call to only show the pop-out window during active calls.

Zoom Assistant Toggle Enabled
5 Use the Zoom Assistant Pop-Out Window

The pop-out window overlays on top of anything on your screen and provides quick access to all standard Zoom Phone operations. From the top ribbon of the pop-out you can:

●Set your status by clicking the Profile Icon.

●Open the Dialer by clicking the cube of dots.

●View Call History by clicking the Circle with Arrow icon.

●Check Voicemail by clicking the voicemail icon.

●Search the Internal Directory by typing a name or phone number into the search bar.

💡 Tip: Keep It Out of the Way

The Zoom Assistant pop-out window will overlay on top of all other open windows on your screen. Enable the Hide Zoom Assistant when there is no active call option to keep your workspace uncluttered when you are not on a call.

Support & Assistance

Get Help

If any of these steps are confusing or you are having any issues, please reach out for support: