Zoom Team Chat Integration Guide

Pointers

• Notifications can be posted to an existing channel or an incident specific channel.
• TaskCall only allows verified Zoom users to respond to incidents from within Zoom.
• Incidents can be created in TaskCall from Zoom using a slash command.

Integrate with Zoom

1. In TaskCall, go to Configurations > Services. Select the service you want to integrate with.
2. Once you are on the Service details page, click on the "Integrations" tab.
3. Click on the "New Integration" button.
4. Give the integration a name.
5. From the integration types, select the top radio button indicating that you are trying to use a built-in integration and select Zoom. Click Save.
6. You will be redirected to Zoom to authorize the integration.
7. In Zoom you will be shown the list of permissions that TaskCall requires for the integration. click Allow. You will be redirected to TaskCall.
   
8. If the authorization succeeds, you will be redirected to TaskCall to select your notification channel preference. If you would like to be notified to your team channel for all incidents, then select that channel from the list of channels shown. Otherwise, choose the option to create a new incident specific channel for each incident. Click Save to complete the integration.
   
9. While the integration has been created at this point, it would not allow users to interact with TaskCall from Zoom Team Chat as yet. All users who want to respond to incidents from Zoom must verify their Zoom accounts with their respective TaskCall accounts. The verification command is:
   
   /taskcall verify-user {taskcall preferred username}
   
   Users who have verified themselves once already for another Zoom integration can skip this step.

Slash Commands

TaskCall offers 4 primary slash commands. Users can use the Zoom slash commands to:

• Verify themselves /taskcall verify-user {preferred username}
• Get their associated TaskCall preferred username /taskcall get-user
• Dissociate their TaskCall account from Zoom /taskcall remove-user
• Manually trigger incidents on the integrated service /taskcall create-incident
  
  
  

Notifications and Actions

As soon as an incident occurs on the integrated service, TaskCall dispatches actionable notifications to the connected channel. The notification contains elaborate details about the incident including available metric snapshots. All the context you need to address the issue will be presented to you in a concise form. All the tools you need to mobilize the response and gather the rest of your team will be at the tip of your hands.

• Acknowledge: Acknowledge an incident directly from Zoom Team Chat to take ownership of it and notify the rest of the team that it is being addressed.
• Resolve: Mark an incident as resolved once it has been addressed, indicating to the team that no further action is required.
• Add Note: Attach contextual notes to an incident for the benefit of other team members. These notes may also serve as a useful reference when similar incidents occur in the future.
• Escalate: Escalate an incident to secondary support if it cannot be resolved by the current assignee.
• Reassign: Reassign an incident to a more appropriate team member if the current assignee is not suited to handle it.
• Add Responders: Add additional team members to an incident when further assistance is required. TaskCall automatically notifies the relevant users and policies, eliminating the time otherwise spent locating and contacting the appropriate personnel.
• Run Workflows: Execute a predefined set of actions simultaneously with a single command, directly from within Zoom Team Chat.
• Post Status Update: Provide status updates to keep the team informed of progress, thereby reducing unnecessary interruptions from stakeholders and business managers.