SKILL.md
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Start here:
Common Lifecycle Pattern
- Provision account prerequisites (Zoom Phone license, admin setup, SMS readiness).
- Create OAuth app and scopes in Marketplace.
- Choose integration surface:
- Smart Embed (iframe + postMessage)
- REST + webhooks
- URI launch (
callto,tel,zoomphonecall,zoomphonesms)
- Capture real-time events (Smart Embed events and/or webhooks).
- Persist call identifiers and correlate records (
call_id,call_history_uuid,call_element_id).
- Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields.
- 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-eventand custom notes page.
- SMS engagement workflow with
zoomphonesms://andzp-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
- OAuth setup/token lifecycle: ../oauth/SKILL.md
- Phone and account resources via REST: ../rest-api/SKILL.md
- Event delivery and signature validation: ../webhooks/SKILL.md
- Contact Center blended journey: ../contact-center/SKILL.md
Environment Variables
- See references/environment-variables.md for standardized
.envkeys and where to find each value.