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Module 6 of 12 · Contacts, inbox, forms and booking · Lesson 14 of 15

Call someone from a chat

Start a voice or video call from any one-to-one conversation, with teammates or with leads, and share your screen.

4 minBeginnerFor: Agency owner or manager, Team memberLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

Calls run in the browser and in the mobile app. Nobody installs anything. They work with leads too: someone who reached you through a form or your public chat link can take the call from their chat page without an account.

By the end you can

  • Start and answer a voice or video call
  • Mute, turn the camera off and share your screen
  • Find the record of a call

Screens used

Steps

  1. 1

    Open a one-to-one conversation

    On: /messages

    Open Messages and open a conversation with one person.

    You should see: A phone icon and a video icon in the conversation's header.

  2. 2

    Start the call

    On: /messages

    Press the phone icon for voice only, or the video icon for video. The first time, your browser asks to use your microphone and camera. Allow it.

    You should see: "Calling…" on your screen, and the call rings on the other person's screen wherever they are in the app.

  3. 3

    Answer a call

    On: /messages

    When someone calls you, a box reads "Incoming call". Press Accept to take it or Decline to refuse.

    You should see: You are connected, or the caller sees that the call was declined.

  4. 4

    Use the call controls

    On: /messages

    During the call you can mute your microphone, turn your camera off, and share your screen from the buttons under the picture. Press End call to finish.

    You should see: The other person sees and hears what you chose to share.

  5. 5

    Find the record

    On: /messages

    After the call a line is added to the conversation with its length, or "Missed call" or "Call declined".

    You should see: The call is recorded in the conversation.

Tips

  • If the other person does not pick up within about 45 seconds it is logged as a missed call.
  • Only one call can run in a conversation at a time.

Troubleshooting

The call will not connect.
Check that the browser is allowed to use the microphone and camera for ItzSEO, then try again.
You cannot start a call in a group chat.
Calls are only available in a one-to-one conversation. Open a direct conversation with the person first.
"Calling isn't enabled on this workspace yet."
Calling has not been switched on for your workspace. Ask the workspace owner.
"Screen sharing isn't available on this device."
Phones and some browsers cannot share the screen. Join from a computer to share.

Reference articles on this topic

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