Dialmind Phone — Zoom Marketplace reviewer test plan

App: Dialmind Phone (admin-managed)

Scopes: Keep all 12 in ZoomOAuthClient::SCOPES (intentional for inventory + AR forwarding to Dialmind AI).

1. What to test

2. Test accounts

2.1 Dialmind review login

2.2 Zoom account for OAuth

3. Setup

1. Sign in at https://dialmind.com/login with Dialmind review credentials.
2. Confirm landing on /admin/zoom-phone (no general admin nav).
3. Have a Zoom Phone admin session ready for Allow.
4. Have a Dialmind inbound E.164 ready to paste as the AI destination.

4. End-to-end click path

A — Connect

1. Open the Marketplace Review connection (or create if missing).
2. Generate customer link / Generate new link → /zoom/oauth/start/{64-hex}; 14 days; one-time after Allow.
3. Zoom admin opens link → Allow → /zoom/oauth/callback → Connected.

B — List numbers (read scopes)

1. Click List numbers.
2. Expected: Numbers from Zoom GET /phone/numbers; spot-check vs Zoom Phone admin.

C — Set forward (write / AR scopes)

1. On the connection show page, enter/save the Dialmind AI DID as E.164.
2. Pick an auto receptionist (and/or number as the UI requires).
3. Click Set forward to Dialmind AI.
4. Expected: Success. Dialmind PATCHes AR business hours with forward_to_external_number to that DID.
5. Spot-check in Zoom Phone admin that the AR business-hours forward points at the Dialmind number.

D — Clear / restore

1. Click Clear / restore (as labeled in UI).
2. Expected: Prior business-hours snapshot restored. This is not a Zoom AR DELETE API call.

E — Disconnect

1. Click Disconnect.
2. Expected flash: Zoom Phone access was removed. Generate a new link to connect again.
3. Expected: Local Zoom credentials cleared; connection row remains.
4. Important: Disconnect does not automatically undo Zoom AR routing. Clear/restore (or fix in Zoom) before disconnect if you need Zoom left clean.

5. Scopes (exact ZoomOAuthClient::SCOPES — keep all 12)

phone:write:call_handling_setting:admin
phone:read:list_users:admin
phone:read:list_auto_receptionists:admin
phone:delete:call_handling_setting:admin
phone:read:auto_receptionist:admin
phone:update:call_handling_setting:admin
phone:read:list_call_handling_settings:admin
phone:read:list_numbers:admin
phone:read:auto_receptionist_call_handling_setting:admin
phone:read:numbers:admin
phone:read:user:admin
phone:update:auto_receptionist_call_handling_setting:admin

Known limits for this build: business hours path only; AR-focused (pick an AR); Clear restores snapshot rather than Zoom DELETE; Disconnect does not undo Zoom routing.

6. Edge checks

Related

User documentation: https://dialmind.com/docs/zoom-phone

Support: https://dialmind.com/support · info@dialmind.com