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build-zoom-phone-integration

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

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含まれるファイル(14)

  • SKILL.md4.2 KB
  • concepts/architecture-and-lifecycle.md1.4 KB
  • examples/phone-api-service-pattern.md1.3 KB
  • examples/smart-embed-postmessage-bridge.md1.2 KB
  • references/call-handling-patterns.md961 B
  • references/crm-sample-validation.md1.4 KB
  • references/deprecations-and-migrations.md1.2 KB
  • references/environment-variables.md1.3 KB
  • references/forum-top-questions.md3.7 KB
  • references/smart-embed-event-contract.md1.0 KB
  • references/source-map.md888 B
  • RUNBOOK.md1.6 KB
  • scenarios/high-level-scenarios.md1.2 KB
  • troubleshooting/common-issues.md1.2 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

/build-zoom-phone-integration

Background reference for Zoom Phone integrations across API, webhook, Smart Embed, and URI-launch workflows.

Implementation guidance for Zoom Phone integrations across API, webhook/event, Smart Embed, and URI-launch workflows.

Official docs:

Routing Guardrail

Quick Links

Start here:

  1. concepts/architecture-and-lifecycle.md
  2. scenarios/high-level-scenarios.md
  3. references/deprecations-and-migrations.md
  4. references/forum-top-questions.md
  5. references/smart-embed-event-contract.md
  6. references/call-handling-patterns.md
  7. references/environment-variables.md
  8. references/crm-sample-validation.md
  9. troubleshooting/common-issues.md
  10. RUNBOOK.md
  11. examples/smart-embed-postmessage-bridge.md
  12. examples/phone-api-service-pattern.md
  13. references/source-map.md

Common Lifecycle Pattern

  1. Provision account prerequisites (Zoom Phone license, admin setup, SMS readiness).
  2. Create OAuth app and scopes in Marketplace.
  3. Choose integration surface:
  • Smart Embed (iframe + postMessage)
  • REST + webhooks
  • URI launch (callto, tel, zoomphonecall, zoomphonesms)
  1. Capture real-time events (Smart Embed events and/or webhooks).
  2. Persist call identifiers and correlate records (call_id, call_history_uuid, call_element_id).
  3. Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields.
  4. Harden security (origin validation, webhook signature validation, least-privilege scopes).

High-Level Scenarios

  • CRM softphone pane using Smart Embed + contact search/match callbacks.
  • Click-to-call from account/contact table via zp-make-call.
  • Call disposition workflow using zp-save-log-event and custom notes page.
  • SMS engagement workflow with zoomphonesms:// and zp-sms-log-event.
  • Real-time operational board driven by phone.* webhook events.
  • Call analytics migration from legacy call logs to call history/call elements.
  • Admin automation for user/auto-receptionist/call-queue call-handling settings.

See scenarios/high-level-scenarios.md for details.

Chaining

Environment Variables

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

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日本語の概要は準備中です。原文の説明を表示しています。

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360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/knowledge-work-plugins2.9万2026年10月11日 更新

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/knowledge-work-plugins2.9万2026年10月11日 更新

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/knowledge-work-plugins2.9万2026年10月11日 更新

Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/knowledge-work-plugins2.9万2026年10月11日 更新

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/knowledge-work-plugins2.9万2026年10月11日 更新

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