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    • Customer Service Management
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    Home Orlando Customer Service Management Customer Service Management Customer Service Management Configure Customer Service Management Chat Zoom Connector Configure Chat Zoom Connector

    Configure Chat Zoom Connector

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    Configure Chat Zoom Connector

    Install and set up the Chat Zoom Connector application to interact with customers using Zoom meetings initiated from a chat.

    About this task

    This task provides general steps to set up the Chat Zoom Connector application for initiating Zoom meetings from a chat.

    Procedure

    1. Integrate the Zoom account of your company with your ServiceNow instance using the Zoom spoke.
      For more information, see Set up the Zoom spoke.
    2. Set up the Notify Zoom connector in Zoom for associating the Notify communication channel with Zoom meetings.
      The conference call details of the Zoom meetings are stored in the Notify Conference Calls [notify_conference_call] table. For more information, see Set up Notify Zoom connector.
    3. Install the Chat Zoom Connector application.
      For more information, see Install a ServiceNow Store application.
      Note: The Chat Zoom Connector application installs the CSMZoomInteractionImpl script include, which is preconfigured for the Customer Service application. It also installs the sn_chat_zoom.ZoomInteractionExtPoint extension point, which enables the copying of any application-specific fields from the parent chat interaction record to the Zoom interaction record. For more information, see Configure application-specific field values for Zoom interactions.
    4. Activate the Zoom quick action.
      For more information, see Activate the quick action for Zoom meetings.
    Related concepts
    • Chat Zoom Connector
    • Using Chat Zoom Connector

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    Choose your release version

      Configure Chat Zoom Connector

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure Chat Zoom Connector

      Install and set up the Chat Zoom Connector application to interact with customers using Zoom meetings initiated from a chat.

      About this task

      This task provides general steps to set up the Chat Zoom Connector application for initiating Zoom meetings from a chat.

      Procedure

      1. Integrate the Zoom account of your company with your ServiceNow instance using the Zoom spoke.
        For more information, see Set up the Zoom spoke.
      2. Set up the Notify Zoom connector in Zoom for associating the Notify communication channel with Zoom meetings.
        The conference call details of the Zoom meetings are stored in the Notify Conference Calls [notify_conference_call] table. For more information, see Set up Notify Zoom connector.
      3. Install the Chat Zoom Connector application.
        For more information, see Install a ServiceNow Store application.
        Note: The Chat Zoom Connector application installs the CSMZoomInteractionImpl script include, which is preconfigured for the Customer Service application. It also installs the sn_chat_zoom.ZoomInteractionExtPoint extension point, which enables the copying of any application-specific fields from the parent chat interaction record to the Zoom interaction record. For more information, see Configure application-specific field values for Zoom interactions.
      4. Activate the Zoom quick action.
        For more information, see Activate the quick action for Zoom meetings.
      Related concepts
      • Chat Zoom Connector
      • Using Chat Zoom Connector

      Tags:

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