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Before you begin
When 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.
A call alert
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A private breakout room
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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Email notification
[GIF of going to notification in site and accepting request]
About the “Connect with us” section
The Connect with us This section has Talk Now and Schedule contact buttons that aren’t attached to a specific representative from your team. connect to multiple representatives from your team.
When a visitor clicks the Schedule button, an email notification is sent to every representative who has admin rights. Any of them can accept the request and invite others.
When a visitor clicks these, they connect with the next the Talk Now button, the first available representative is contacted.
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Invite others to a meeting
Once a meeting is set up, you can invite more people.
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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.
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