Zoom Phone Calling Guide

Zoom Phone changes your calling workflow.
It drops desk-phone power into the Zoom app you already use.
This guide shows how Zoom’s cloud PBX works, which licence fits your volume, and the exact clicks to launch.
How Zoom Phone Calling VOIP Working
Zoom Phone is Zoom’s cloud PBX. Instead of copper lines, your voice rides the same encrypted data network your Zoom meetings already trust.
How the call path works ?
You dial from the Zoom desktop app, mobile app, or a certified desk phone. Zoom pushes the packet-based audio to its global voice PoPs, then hands it to the public phone network or another Zoom user. No onsite servers, no SIP trunks to babysit—Zoom hosts the switchboard for you.
Main features
- Routing inbound calls : Auto receptionists answer 24 / 7, play a greeting, and steer callers to users, queues, or voicemail without a human operator.
Call queues fan ringing across up to 50 agents with round-robin, simultaneous, or longest-idle logic, so prospects never hit a dead line. - Moving calls between devices Need to dash out mid-interview? Use Call Flip (a.k.a. Call Switch). Place the call on hold, tap Switch, and pick it up on your mobile or desk phone in under three seconds.
- Keeping everyone safe Zoom Phone meets Kari’s Law, RAY BAUM’S Act, and delivers Nomadic E911. When anyone dials 911, the system forwards their exact location to dispatchers and pings your internal safety team over chat and signage.
- AI powers your follow-up Zoom AI Companion now listens to voice calls just like it does meetings. It flags tasks, drafts recap emails, and lets you skim voicemails by priority instead of listening in order.
- SMS and team texting You send and receive SMS/MMS from the same Zoom window. Queues and auto receptionists even share a common inbox, so any rep can grab the thread and reply.
- Spam and robocall shields Spam detection scores every inbound number. High-risk calls route straight to voicemail or a block list, keeping agents free for real customers.
- Compliance and security Calls use TLS and SRTP encryption by default, and admins can lock recordings behind role-based access. Seven-day retention through to unlimited storage is available, letting you meet both lightweight GDPR audits and heavy financial regulations.
- Analytics you can act on Dashboards show answer speed, abandon rate, and quality scores per site or user. Filter by queue or campaign, then export to CSV for deeper BI work.
How to Access & Set Zoom Calling Up

Follow these steps and you’ll place your first cloud call in under an hour.
1. Buy and assign licences
Open Users & Rooms and click Add.
Pick Metered, Regional Unlimited, or Global Select, then assign the licence to each user.
Zoom auto-creates an extension as soon as the licence saves.
2. Grab or port phone numbers
Jump to Number Management → Numbers → Add.
Choose a new local / toll-free DID or kick off a port request to move an existing number over.
Porting takes 3–15 business days, so start early if you’re replacing a legacy PBX.
3. Build your first auto-receptionist
Go to Auto Receptionists → Add.
Record a greeting, set business hours, then route callers to a user, call queue, or voicemail.
Add an IVR menu if you need “Press 1 for Sales” style options.
4. Create call queues for busy teams
Choose Call Queues → Add, name the queue, and select agents.
Pick a ring strategy—simultaneous, round-robin, or longest idle—to stop missed calls.
Tie the queue to your auto-receptionist or give it a direct number for priority lines.
5. Assign direct numbers and SMS rights
Back in Number Management, select any unassigned DID and click Assign.
You can point it to a user, queue, or common-area phone in one click.
Tick Allow SMS so recruiters text candidates from the same app.
6. Provision desk phones and appliances
If some staff still want a handset, head to Phones & Devices → Add.
Enter the MAC address, pick the user, and reboot the device; Zoom flashes the firmware and logs in automatically.
Most Poly, Yealink, and Cisco models are plug-and-play.
7. Enable emergency services
Under Locations → Emergency Services, define each site’s address.
Zoom maps floors and subnets so Nomadic E911 sends the right coordinates when anyone dials 911.
8. Turn on AI Assistant for calls
Navigate to Account Settings → Zoom AI Companion → Phone and flip the switch.
The assistant will tag action items in every call and surface them in the call log.
9. Teach users to switch devices mid-call
Show them the Switch button in the in-call toolbar.
They press it, tap their mobile, and the audio flips without dropping a second.
10. Monitor quality and usage
Open Analytics & Reports → Quality Dashboard to see MOS scores, packet loss, and jitter for each call.
Filter by site or ISP, then export CSVs to spot trouble lines before candidates complain.
11. Automate activation for new hires
In Phone System Management → Users → Automatic Activation, pre-assign numbers and queues to pending accounts.
The phone tab appears the moment HR finishes creating the licence.
The Different Zoom Phone plan & pricing
- US/Canada Metered — pay only for what you dial
- Main features – Local DID, unlimited inbound, extension-to-extension, outbound billed per minute, SMS enabled.
- Pros – Lowest entry cost. Perfect for light callers, contractors, or seasonal hires.
- Cons – You load credit and watch usage. Heavy recruiters can bust the budget quickly.
- Price – $10 per user per month when billed annually. Taxes and call credit extra.
- Regional Unlimited — flat rate inside your home market
- Main features – Same toolkit as Metered plus unlimited domestic calls and texts. Available for US/CA, UK/IE, AU/NZ and more.
- Pros – Predictable bill. Great for HR teams who phone candidates all day inside one country.
- Cons – Out-of-country calls still metered, so international hiring adds costs fast.
- Price – $15 per user per month on annual term. Volume discounts kick in above 50 seats.
- Global Select — one licence, 40+ countries
- Main features – Local number in each user’s country, unlimited national calling there, pooled minutes between branches, multi-country PSTN failover.
- Pros – HR or sales teams dial candidates worldwide using local area codes. Simplifies compliance: a single SLA and invoice.
- Cons – Higher seat price. Some regions still need a certified hardware partner to port legacy numbers.
- Price – $20 per user per month baseline, but some low-volume countries quote slightly higher. Check the 2025 rate sheet before you sign.
All prices are current as of May 2025 and assume annual billing. Monthly terms run about 20 % higher.
Zoom Phone Call Troubleshoots — Fixes That Actually Work

Here’s how to fix choppy audio, missed calls, or botched connections before they tank your next candidate screen.
1. Check call quality scores fast
Go to Admin → Analytics & Reports → Quality Dashboard.
Filter by user, call type (inbound/outbound), or device.
Look for:
- MOS (Mean Opinion Score) below 3.5 → call likely sounds bad.
- Jitter > 30 ms → audio cuts in/out.
- Packet loss > 2 % → words vanish.
📌 Pro tip: Use this daily for new hires or remote agents. Catch problems before they cost you candidates.
2. Wi-Fi issues? Switch to Ethernet
Most call glitches happen on unstable Wi-Fi.
Plug into a wired connection and restart the Zoom app.
Zoom Phone prioritizes packets, but it can’t fix bad local networks.
Make this a checklist item in onboarding.
3. Fix one-way audio
If you hear them but they don’t hear you (or vice versa):
- Check if the user is behind a firewall or double NAT.
- In Admin → Phone System → Policy Settings, allow media bypass.
- Ensure UDP ports 3478–3481 and 8801–8810 are open.
📌 Pro tip: Home networks often block VoIP unintentionally. Ask remote workers to reboot their router or switch DNS to Google (8.8.8.8).
4. Update device firmware
Desk phone not ringing?
Go to Phones & Devices → Firmware and push the latest update.
Certified phones auto-update, but manual models (especially Yealink and Poly) need a reboot.
Always factory-reset before reassigning a desk unit.
5. Restart Zoom client settings
Sometimes the app just misbehaves.
Try this:
- Log out of Zoom desktop.
- Quit the app fully.
- Relaunch → Sign in → Try a test call.
Corrupted cache or outdated tokens often cause weird call behavior.
Reboot fixes most in under a minute.
6. Missed call? Check call handling settings
If a user doesn’t get notified:
- Head to Phone → User Settings → Call Handling.
- Make sure Desktop, Mobile App, and Desk Phone are all toggled ON.
- Check business hours and forwarding rules—you may be pushing calls to voicemail or another user.
7. Call drops after a few seconds?
That’s often a carrier timeout or failed SIP registration.
Try:
- Re-assign the user’s number.
- Reboot the device or relaunch the app.
- Port the number again if it’s recently migrated and misconfigured.
📌 Pro tip: If calls always drop after 30 or 60 seconds, it’s likely a NAT timeout. Ask IT to whitelist Zoom IPs in the router.
8. Can’t send/receive SMS?
Check these:
- SMS enabled for the user in Admin settings.
- The recipient supports SMS—not all toll-free or VoIP numbers do.
- Mobile carrier blocks short codes or MMS links (common for EU and India).
Use the Zoom mobile app to test—desktop sometimes lags when syncing threads.
Noota : Instant VOiP & AI Notes

You crush back-to-back calls. Yet your memory drops details the moment you hang up.
Enter Noota.
- Click to call Voip : join any call in one click with Noota integrated Voip.
- Real-time transcription Works in 50+ languages with <6 % error. Handles rapid speaker switches that stump basic ASR engines.
- AI summaries Bullet points for decisions and blockers. Tags like Action Item or Risk appear automatically.
- CRM / ATS push One click sends the summary to Salesforce, HubSpot, or Bullhorn. Fields map to candidate or opportunity records, killing manual entry.
- Ask Noota Chat Ask “What did Alex promise?” and get the answer instantly. Draft follow-up emails in the same pane.
- Security & privacy Data encrypted at rest and in transit. EU servers keep you GDPR-clean.
get the work done for any meeting
Meeting transcription, AI custom notes, CRM/ATS integration, and more.
Related articles

Forget note-taking and
try Noota now
FAQ
In the first case, you can directly activate recording as soon as you join a videoconference.
In the second case, you can add a bot to your videoconference, which will record everything.
Noota also enables you to translate your files into over 30 languages.