Insert a "Meet Now" Link
Overview
In the agent chat, you can drop in a link to immediately begin a meeting with a visitor you're chatting with. This would be useful in situations where you might want to meet with a visitor now, instead of scheduling a future meeting with a calendar drop.
Find your meeting link
To use this feature, you'll need a permanent, static meeting link from your conferencing provider. See below for help locating this link in your conferencing app:
Microsoft Teams
If you're using Teams, you'll want to get a Meet Now link. To do this, follow the steps below:
- Go to Calendar on the left side of Teams, then select Meet now in the upper right corner
- Set a name for the meeting and click Get a link to share
- Click Configure Meeting options to change any settings for your meeting
Note: If you want to make changes to these meeting settings after creating your link, you'll need to repeat this process to create a new link
- Copy the link and paste it into the corresponding field in Signals
Zoom
If you're using Zoom, you'll want to use your Personal Meeting ID. This can be found under the Meeting header on the Profile page. Copy this link and then paste it into the corresponding field in Signals.
Note: Before copying your link, be sure to click the eye icon to show the hidden numbers. Pasting the URL with the asterisks will result in an invalid meeting link.
GoTo Meetings
If you're using GoTo Meetings, you'll want to use your personal meeting room. Click the highlighted button to copy your personal meeting link and then paste it into the corresponding field in Signals.
Google Meet
If you're using Google Meet, you'll want to get an Instant Meeting link. To do this, follow the steps below:
- Open the Meet app and click New meeting
- Click Start an instant meeting
- Copy the link in the bottom left corner of the screen and paste it into the corresponding field in Signals
Add your link
The first time you click on the insert conferencing link button, you'll be prompted to paste in your meeting link. This is where you'll paste the link from the previous step. Once you've pasted in your link, click the done button and you're ready to go!
Use your link in chat
Now that we have your meeting link, you can easily insert it into a message to send to the person you're chatting with by clicking the insert conferencing link button. After you've sent the link, simply click the link you just sent to begin the meeting. The other person should then be able to click the same link to join you.
Update your meeting link
If you ever need to update this link, you can do so by navigating to Settings > My Settings > My Calendar > Meeting Settings and pasting your new link into the field highlighted below.
