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Before you begin...
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The Talk Now button shows up under your name when you:
You can’t see your own button, but other people can. We recommend testing it with other representatives from your team to confirm it’s set up. |
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An alert appears at the bottom of your screen with the caller's name and photo. There’s a ringing sound like a phone call.
If you miss the call or decline it by clicking the X icon, the caller is told you’re busy and to try again later. Note that we don’t currently log missed calls.
To accept the call, click the Phone icon. You and the caller automatically enter a private breakout room on the site.
Turn on your Camera and Microphone, Share your screen, or send messages in Chat.
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A call alert
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A private breakout room
When visitors click Schedule
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The Schedule button always shows up under your name unless you turn on Do Not Disturb in the Representatives tab. You can’t see your own button, but other people can. We recommend testing it with other representatives from your team to confirm it’s set up. |
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The Message button always shows up under your name unless you turn on Do Not Disturb in the Representatives tab. You can’t see your own button, but other people can. We recommend testing it with other representatives from your team to confirm it’s set up. |
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Visitors can schedule a meeting or send a direct message by clicking your profile photo. They can do this in your suite (in the group chat, for example) or anywhere else around the site.
Learn more
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View and contact active visitors
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