Zoom Phone Routing & IVR Setup
Budget: $25 – $50 USD
I manage a growing Zoom Phone deployment and need an expert who can jump in immediately to refine the advanced configuration. The priorities are:
• Call routing – redesign the logic so every call reaches the correct team without bouncing or unnecessary transfers.
• IVR – build intuitive, multi-level auto-attendants that shorten wait times and direct callers accurately.
• Reporting & analytics – surface real-time and historical data that highlights call volumes, wait times, and agent performance so I can act on trends quickly.
My end goal is to improve handling efficiency, guarantee that calls land in the right department first time, and cut customer wait times. On top of that, I’d like guidance (and scripts if possible) to automate routine onboarding and offboarding steps—think number assignment, policy application, and license removal—so the help-desk workload drops sharply.
Acceptance criteria
• Clean, documented routing tables and IVR flows that I can maintain.
• Dashboards or scheduled reports inside Zoom Phone (or pulled via API to a BI tool) showing key KPIs.
• Repeatable onboarding/offboarding workflow—either native Zoom templates or lightweight automation using the Zoom Admin API—that I can trigger in minutes.
• A short handover session and written summary of every change.
The system is live, so I need someone who can start ASAP, collaborate over Zoom, and work with minimal supervision while keeping me updated on progress. If you’ve optimized Zoom Phone environments before—especially using the Admin console and APIs—let’s get started.
• Call routing – redesign the logic so every call reaches the correct team without bouncing or unnecessary transfers.
• IVR – build intuitive, multi-level auto-attendants that shorten wait times and direct callers accurately.
• Reporting & analytics – surface real-time and historical data that highlights call volumes, wait times, and agent performance so I can act on trends quickly.
My end goal is to improve handling efficiency, guarantee that calls land in the right department first time, and cut customer wait times. On top of that, I’d like guidance (and scripts if possible) to automate routine onboarding and offboarding steps—think number assignment, policy application, and license removal—so the help-desk workload drops sharply.
Acceptance criteria
• Clean, documented routing tables and IVR flows that I can maintain.
• Dashboards or scheduled reports inside Zoom Phone (or pulled via API to a BI tool) showing key KPIs.
• Repeatable onboarding/offboarding workflow—either native Zoom templates or lightweight automation using the Zoom Admin API—that I can trigger in minutes.
• A short handover session and written summary of every change.
The system is live, so I need someone who can start ASAP, collaborate over Zoom, and work with minimal supervision while keeping me updated on progress. If you’ve optimized Zoom Phone environments before—especially using the Admin console and APIs—let’s get started.