Add Live Chat to Zoom

In this article, we'll show you how to enable website live chat right in your Zoom account so you can respond to website visitor chats right from within Zoom.  You can add Live Chat to any Zoom account by adding the Live Chat app directly from the marketplace or clicking Add to Zoom on our website.  You can get set up in under 5 minutes.

1.  Add live chat to Zoom

The first step is to select our Zoom app I the app market.  Just click Add to Zoom to add it now..  You can also find our app I the Zoom app market.

Once you've run through the setup process, you'll see a page where you can copy your code snippet that you'll use on your website to enable the live chat.  We also have a number of plugins for Wordpress, Shopify, and other e-commerce platforms to easily add the live chat widget to your site.

After copying the code snippet, click I'm Done and you'll be directed to the list of Live Chat apps (currently one) in your account.  Click the Edit Settings button to configure your live chat.  You can choose your logo for the chat widget, set up the button and chat colors, and customize the office hours.

This is also where you can select which Zoom channel that your inbound live chat requests will go to.  You can choose that channel in this screen below:

Click Save after updating your settings.

2.  Test your live chat and Zoom integration

Next we'll test a live chat.  When you set up your account, we'll send you a welcome message right to a newly created Live Chat Inbound Channel.  This is where we will send all new live chat requests.

Click on the 'Test your live chat' link in the welcome message to try out your new Live Chat in preview mode.

You will see a preview page with the current live chat settings.  If you've customized your logo or colors you will see them reflected in this page as well:

Enter the pre-sales information and click Start Chat to send the live chat over to Zoom.  Once starting the chat, you will receive a new Live Chat request message in your configured live chat channel that includes all of the presales information that you've entered.

3.  Answering website live chats in Zoom

Now, simply click Join Chat in Zoom to answer your live chat.  Once you do this, we will create a new dedicated channel for this particular live chat than you can respond to.  You can access the new channel from the left side bar or click on the new channel name mentioned in the join message.

Now that you've opened the dedicated live chat channel for this chat, you can respond to your website visitor.

You'll see this response in your preview page.

Now you're chatting with your live chat widget.

4.  Enabling Live Chat for Zoom in your website.

You can see the code snippet to include in your website in the welcome message in Zoom or also on the preview page as in the image above.  Simply copy and paste this code into your website in order to enable the live chat widget.  

5.  Removing your Live Chat for Zoom

If you want to remove your Live Chat from Zoom you can simply remove the code snippet from your website.  

To remove the application from Zoom follow these directions:

  1. Sign in to the Zoom web portal as an administrator.
  2. In the navigation panel, click Advanced then App Marketplace.
  3. On the top right of the page, click Manage.
  4. On the left side of the page, click Added Apps.
  5. Choose the Live Chat application then, click Remove.
  6. In the Remove app pop-up window, choose your reason, then click Remove.