How can I schedule a meeting?
You have two options:
- go to your dashboard, open a case and click Schedule a call
- open the calendar and double-click on any empty time slot.
You can also send your customers a link to your booking page and let them choose their preferred meeting time by themselves. More about booking pages here.
Can I have a chat-only meeting?
Definitely! All you need to do is choose your preferred Appointment type in the settings.
Even during chat-only meetings, you can request a video call at any time.
How do I start a meeting?
It’s simple: when there is time to begin the appointment, click Start video call now or start typing your chat message. You can also wait until the customer initiates the connection.
You might also want to decide if the customers can start their call before the scheduled meeting time. You can do so in the settings.
Where can I access my interaction history?
All the case data, including your conversation, scheduled meetings, and information about the agents that have joined, are available in the chat window.
Can I send files or share my screen?
Of course! Click on the icon to send a file and on to start sharing your screen.