Setup Review

A one-time review of the tenant-level settings that apply across your whole Zoom Phone account. RX3 works through these with you in a single meeting.

Each setting carries our recommended position and the reasoning behind it. Settings marked Decision required genuinely need your input — the rest are sound defaults we set unless you ask otherwise.

• Account Settings — recording, calling, messaging, voicemail, Phone AI, and emergency calling
• Company Info — sites, routing rules, desk phone settings, hours, and caller ID
• Holiday Settings — the holiday schedule and what happens to calls during each closure
• Discovery Questions — the questions we'll ask ahead of the meeting