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.
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
Open a one-to-one conversation
On: /messagesOpen Messages and open a conversation with one person.
You should see: A phone icon and a video icon in the conversation's header.
- 2
Start the call
On: /messagesPress 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
Answer a call
On: /messagesWhen 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
Use the call controls
On: /messagesDuring 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
Find the record
On: /messagesAfter 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.
One row per shot, in the same order as the guide. Estimated length 1:58, recorded signed in as Owner. Use made-up data only. How to record
Say: 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.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Messages and open a conversation with one person.
Hold until you see: A phone icon and a video icon in the conversation's header.
Say: 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.
Hold until you see: "Calling…" on your screen, and the call rings on the other person's screen wherever they are in the app.
Say: When someone calls you, a box reads "Incoming call". Press Accept to take it or Decline to refuse.
Hold until you see: You are connected, or the caller sees that the call was declined.
Say: 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.
Hold until you see: The other person sees and hears what you chose to share.
Say: After the call a line is added to the conversation with its length, or "Missed call" or "Call declined".
Hold until you see: The call is recorded in the conversation.
Say: That is call someone from a chat. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
Mark it complete to keep your place in the course.
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