Video Calling is available from the Main Toolbar by clicking on the Video Conferencing icon.
Integrated Video Calling makes it easy to contact Agents, Staff Members and Consumer Users directly from the customer help desk and task management system. For more information about configuring Video Calling refer to the Site Administration sections Video Conferencing help topic.
A video call can be initiated from a Contact Overlay or List View wherever you see the icon.
Not all features may be available to all help desk and task management system users. Features and options available in the help desk system depend on user permissions and subscription level.
Call Now
The Call Now tab displays options to in create a call and send invites to customer service help desk and task management system users. Depending on the user permissions, subscription level and video conferencing settings users are able to call consumer users as well as agents and staff. Adding users from the drop down will cause notifications to be sent to the selected user's active help desk browser instance allowing the invitees to "one click join" the video call.
A list of all scheduled calls created by the currently active user and calls that the currently active user has been invited to as an attendee, that have not occurred yet.
Type ahead to filter and select attendees and add them to the attendee list for the help desk conference call. Invites and / or notifications will be created or sent to invited users according to the user's notification settings.
By default a call URL or link will automatically be copied to the clipboard. The call link can be shared with Staff and Agents, Consumer Users as well as anonymous users and third parties that have never logged on the customer help desk and task management system. Unknown users will be prompted to log in or join as guest.