How do I make a video call with my client?

There are two ways to start a video call using the client.

Step 1.

In the menu on the left, click “Quick Videocall”

Step 2.

Send the link or session ID to the client.

Step 3.

Once the client has opened the link, you're connected. You can now click “Call Client.”

You can also enable the transcript feature right away. This is recommended so that you can work with the AI assistant to create summaries or other documentation at the end.

Step 4.

Now you can configure your settings and call the client.

Step 5.

The client will then receive an invitation; if the client accepts it, the video call will begin.

You now have a working video call connection.

First, make sure you're connected to the client.

You can do this by sharing the session link or session ID with your client.

Step 1.

Once you're connected to the client, you can click the green call button.

Step 2.

Next, you can adjust your settings. Once they're set up correctly and you can see yourself, you can click “Call Client.”

Step 3.

The client must accept the video call. The client is also given the option to adjust his or her settings; if they are set correctly, the video call can be accepted.

Step 4.

Once the client has accepted the video call, the video connection is established. You are now in a videocall