Core capabilityUS numbers or number portingObtain a US business number or transfer an existing number. 4 points maximum | Supported4 / 4 pts US Phone plans and eligible AI Companion features. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityUS business callingMake and receive business calls under a documented US plan. 4 points maximum | Supported4 / 4 pts US Phone plans and eligible AI Companion features. Official documentation Β· Oct 15, 2026Source β |
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Depth checkCall-quality or failure diagnosticsInspect call quality or technical failure information for a specific business call. 5.6 points maximumAsk for a demonstrationOpen a problematic call and show the recorded quality or failure information. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts QoS dashboard supports extension-level and individual call investigation. Official documentation Β· Oct 15, 2026Source β |
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Depth checkNumber continuity and forwardingForward or reroute an existing business number while changing its device, user, or destination. 6.4 points maximumAsk for a demonstrationMove or forward a business line and demonstrate where incoming calls now arrive. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 pts Call handling supports destination changes and holiday-specific routes. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityDesktop and mobile callingUse business calling through desktop and mobile applications. 4 points maximum | Supported4 / 4 pts Apps, Team SMS, routing, connectors and Phone API. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityTeam or shared business messagingUse internal team messaging or shared customer messaging. 4 points maximum | Supported4 / 4 pts Apps, Team SMS, routing, connectors and Phone API. Official documentation Β· Oct 15, 2026Source β |
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Depth checkLive-call team handoffTransfer an active call to a colleague or shared destination without asking the caller to redial. 5.6 points maximumAsk for a demonstrationAnswer a test call and transfer it to another team member. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts Administrative policies control overflow and live call transfer. Official documentation Β· Oct 15, 2026Source β |
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Depth checkShared customer conversation contextLet team members access a shared business conversation or call history with notes or context. 6.4 points maximumAsk for a demonstrationShow a second team member the earlier customer interaction and its saved context. A scenario to run with the supplier; not a completed product test. | Not verified0β6.4 / 6.4 pts This specific workflow has not been established by the reviewed evidence. Not verified Β· Oct 15, 2026Source β |
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Core capabilityAuto attendant or IVRRoute callers using menus or automated receptionist rules. 3.2 points maximum | Supported3.2 / 3.2 pts Apps, Team SMS, routing, connectors and Phone API. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityGroups, queues or hours routingRoute calls to multiple people or use business-hours routing. 3.2 points maximum | Supported3.2 / 3.2 pts Apps, Team SMS, routing, connectors and Phone API. Official documentation Β· Oct 15, 2026Source β |
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Depth checkUnanswered-call overflowConfigure an unanswered or over-capacity queue/group to move callers to another destination. 4.8 points maximumAsk for a demonstrationLeave a queue call unanswered and show the configured overflow route. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Administrative policies control overflow and live call transfer. Official documentation Β· Oct 15, 2026Source β |
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Depth checkHoliday and after-hours exceptionsOverride routine business-hours routing for holidays or explicit exceptions. 4.8 points maximumAsk for a demonstrationCreate a holiday exception and show how its route differs from a normal weekday. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Call handling supports destination changes and holiday-specific routes. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityCRM or helpdesk integrationConnect calling data with a named CRM or support application. 2.4 points maximum | Supported2.4 / 2.4 pts Apps, Team SMS, routing, connectors and Phone API. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityCalling APIs or webhooksUse programmable interfaces to connect phone events or functions. 2.4 points maximum | Supported2.4 / 2.4 pts Apps, Team SMS, routing, connectors and Phone API. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAutomatic CRM activity loggingWrite call activity into a connected CRM record with a usable contact association. 3.2 points maximumAsk for a demonstrationComplete a test call and show the automatically logged activity on the matching CRM contact. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts This specific workflow has not been established by the reviewed evidence. Not verified Β· Oct 15, 2026Source β |
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Depth checkCall records outside the phone appRetrieve identifiable call records or call events using an API, webhook, or export. 4 points maximumAsk for a demonstrationRetrieve a call record externally and identify its caller, time, and outcome. A scenario to run with the supplier; not a completed product test. | Not verified0β4 / 4 pts This specific workflow has not been established by the reviewed evidence. Not verified Β· Oct 15, 2026Source β |
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Core capabilityAI call transcriptionCreate a transcript of a live or completed business call. 2.4 points maximum | Supported2.4 / 2.4 pts US Phone plans and eligible AI Companion features. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAI summaries or follow-up actionsSummarize a call or extract decisions and follow-up tasks. 2.4 points maximum | Supported2.4 / 2.4 pts US Phone plans and eligible AI Companion features. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAI answers grounded in call contentUse an AI query or extraction capability based on a callβs actual transcript or recording. 3.2 points maximumAsk for a demonstrationAsk about a decision or fact in a specific call and inspect the matching transcript context. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Call questions use transcript content; admins scope or disable processing. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAdministrative AI processing controlLet an administrator disable or scope AI transcription, analysis, or summaries. 4 points maximumAsk for a demonstrationShow the setting that limits AI processing for a selected user, line, or call. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts Call questions use transcript content; admins scope or disable processing. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAutomatically mask sensitive transcript contentDemonstrate "Automatically mask sensitive transcript content" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Automatically mask sensitive transcript content" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkPark a call and retrieve it on another extensionPark an internal test call, retrieve it from another extension, then demonstrate the timeout when nobody retrieves it. 2.5 points maximumAsk for a demonstrationPark an internal test call, retrieve it from another extension, then demonstrate the timeout when nobody retrieves it. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Zoom Phone policies can enable or disable call parking for supported users and devices. Zoom Phone calling plan or Workplace with Phone plus admin privileges; supported device/client and destination conditions apply. Official documentation Β· Oct 21, 2026Source β |
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Depth checkSign in temporarily on a shared desk phoneDemonstrate "Sign in temporarily on a shared desk phone" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Sign in temporarily on a shared desk phone" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Zoom Phone policies expose hot desking for supported common-area phones. Zoom Phone calling plan or Workplace with Phone plus admin privileges; supported device/client and destination conditions apply. Official documentation Β· Oct 21, 2026Source β |
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Depth checkDelegate calls on behalf of another userDemonstrate "Delegate calls on behalf of another user" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Delegate calls on behalf of another user" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkPause and resume an active call recordingDemonstrate "Pause and resume an active call recording" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Pause and resume an active call recording" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkMove an ongoing mobile VoIP call to the carrierDemonstrate "Move an ongoing mobile VoIP call to the carrier" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Move an ongoing mobile VoIP call to the carrier" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts An administrator can enable Mobile Switch to Carrier at documented policy levels. Zoom Phone calling plan or Workplace with Phone plus admin privileges; supported device/client and destination conditions apply. Official documentation Β· Oct 21, 2026Source β |
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Depth checkRestrict outbound calling destinationsDemonstrate "Restrict outbound calling destinations" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Restrict outbound calling destinations" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts International calling is an administrative policy at multiple account levels. Zoom Phone calling plan or Workplace with Phone plus admin privileges; supported device/client and destination conditions apply. Official documentation Β· Oct 21, 2026Source β |
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Depth checkRestrict recording access by IP addressDemonstrate "Restrict recording access by IP address" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Restrict recording access by IP address" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts IP Access Control restricts access to recordings, voicemail and other phone assets. Zoom Phone calling plan or Workplace with Phone plus admin privileges; supported device/client and destination conditions apply. Official documentation Β· Oct 21, 2026Source β |
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