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Before you beginWhen visitors click the Talk Now button
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The Talk Now button shows up under your name if 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. The alert lasts for 30 seconds.
If you decline the call by clicking the X icon, the caller is told you’re busy and they should try again later.
Click the Phone icon to accept the call. You and the caller automatically enter a private video call on the site.
Click the Video and Audio icons at the bottom of the screen to turn on your camera and microphone. You can also use the Chat box on the right side of the screen to send messages.
When visitors click the Schedule button
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The Schedule button always shows up under your name unless you turn on Do Not Disturb in the Members 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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About the “Connect with us” section
The Connect with us section has Talk Now and Schedule buttons that aren’t attached to a specific representative from your team. When a visitor clicks these, they connect with the next available representative.
Invite others to a meeting
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Cancel a scheduled meeting
Go to your Schedule in the navigation bar.
Deselect the Attending button on the meeting to take it off your schedule.
If the meeting only includes two people, this cancels the meeting for everyone. The other person gets an email notification that it’s canceled.