Zoom Phone Tips & Tricks

March 2026

Receiving a lot of unwanted calls?

The Call Screening feature helps you reduce unwanted calls. When this setting is enabled, incoming direct external callers will be prompted to press a button to reach you. Callers who do not respond will be disconnected. 

For more information, please visit Zoom Phone-Call Screening

Zoom Phone AI Companion

Call summary with AI Companion in Zoom Phone allows you to generate summaries of your phone conversations using AI technology. At the end of a call, summaries are automatically accessible through call history logs in the Zoom app or web portal. These summaries include dates, names, and key discussion points, which can be edited and emailed as needed. You can choose between a condensed or complete version of the summary. You are informed of transcription and AI Companion usage through disclaimers and visual indicators.

For more information, please visit Zoom Phone AI Companion

-Have you moved recently? Don’t forget to update your Emergency Location!

How do I set my emergency location?

 

February 2026

Do you have a Desk Phone? Learn more about the functionality of your phone by opening the attachment on this article.

Have you moved recently?

Don’t forget to update your Emergency Location!

Please complete all 3 steps in this article.
Zoom Emergency Location FAQ

-How do I set my emergency location?
-How do I turn location service on the computer?
-How do I test my emergency location?

NOTE: Location Permission does not allow any tracking except your location data In a 911 call.

November 2025

Zoom Assistant-A compact desktop panel that allows you to quickly find contacts, access and manage speed dials, make and receive calls, and transfer calls.
https://bucknell.teamdynamix.com/TDClient/40/IT/KB/ArticleDet?ID=693

Searching for a Bucknell Phone Number?-You can search for a phone number several ways with Zoom Phone.
https://bucknell.teamdynamix.com/TDClient/40/IT/KB/ArticleDet?ID=755

Additional information can be found here.
https://bucknell.teamdynamix.com/TDClient/40/LIT/KB/ArticleDet?ID=640

 

Don’t forget to update your Emergency Location!

Please complete all 3 steps in this article.
https://bucknell.teamdynamix.com/TDClient/40/LIT/KB/ArticleDet?ID=657

-How do I set my emergency location?
-How do I turn location service on the computer?
-How do I test my emergency location?

NOTE: Location Permission does not allow any tracking except your location data In a 911 call.

October 2025

Additional information can be found here https://bucknell.teamdynamix.com/TDClient/40/IT/KB/ArticleDet?ID=640

Zoom Phone Overview
https://www.youtube.com/watch?v=Zb7TI6jjds8

-Call Options
https://www.youtube.com/watch?v=bzQHTrrerQ4

Elevate a call to a meeting
https://bucknell.teamdynamix.com/TDClient/40/IT/KB/ArticleDet?ID=748

Hide incoming calls while in a meeting:
https://bucknell.teamdynamix.com/TDClient/40/IT/KB/ArticleDet?ID=751

Desk Phone
Poly Edge E Series Reference Guide - see attachment

Don’t forget to update your Emergency Location!

Please complete all 3 steps in this article. https://bucknell.teamdynamix.com/TDClient/40/LIT/KB/ArticleDet?ID=657

-How do I set my emergency location?
-How do I turn location service on the computer?
-How do I test my emergency location?

 

September 2025

Did you know you can personalize your Zoom Phone Account, check your Call History, Voice mail, Block Numbers and change the Audio Prompt Language, plus much more! All from the Zoom Phone Web Portal? 

Additional information can be found here. Zoom Phone Portal Settings

Call Handling allows you to do the following:

  • Toggle on/off devices you want to receive zoom calls. You can also set how long you want the phone to ring before forwarding to voicemail, as well as how to handle the call when your busy on another call.
  • Set the Business Hours you are available to receive calls each day.
  • Set the Closed Hours
  • Set Holiday Hours

Voice mail Create different greetings for Business Hours and Closed Hours
Personalize your voice mail greeting. You can record a greeting, upload a greeting or use text to
  speech.

Delegation & Assistant- Allows you to assign users to place calls and answer calls on your behalf.

Block Numbers – You can add spam callers to your own blocked list.

Change Audio Prompt Language – Set the default audio prompt language for your extension

Don’t forget to update your Emergency Location!

Zoom Phone Web Portal https://bucknell.zoom.us/

  • Emergency Location - Please change the default address to your actual On-Campus address. This address is provided to Emergency Services in case of an emergency.
  • Personal Emergency Address – Please set if you are working from a different location so emergency
  •   services will know where to find you in case of an emergency.

NOTE: Location Permission does not allow any tracking except your location data In a 911 call.

Please complete all 3 steps in this article. Zoom Emergency Location FAQ