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How do I use video and share my screen or view my

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contact's screen?

If enabled for your account, a video button appears in ContactPad.

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From this dialog box, you can send an SMS invitation to a video meeting to your customercontact's telephone number. Type telephone number into the Phone number field in E.164 format and click Send meeting link. For information about E.164 format, see Telephone number formats in Vonage Contact Center in Salesforce. If you provide a telephone number in national format an error will appear in ContactPad. Alternatively you can click Copy to clipboard to copy the meeting link and send the invitation in a different way, for example, using email.

Note
titleSMS not received

SMS messages are sent from a UK telephone number. Some contacts may not be able to receive SMS messages from a UK number and will not therefore receive the SMS invitation. In such cases, you should send the meeting link using the alternative method as described above.

When you have sent an invitation or link to your customercontact, click Join to join the video meeting.

Info
titleOutbound video interaction

When you click the video button — at the same time as the Invite and join meeting dialog box appears—an appears — an outbound video interaction is created. This interaction appears in ContactPad.

Video interaction

When a video interaction is in progress, the video button changes. You will not receive any other interactions while the video interaction is in progress.

If you need to resend the SMS invitation or link at any time, click the video button in ContactPad again.

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While in the video meeting, either you or your customer contact can click Share Screen. You can share an entire screen, application window, or Chrome tab. For more information about Vonage Meetings, see Vonage Meetings.

When you have finished using video and sharing your screen—or screen — or viewing your customercontact's screen—you screen — you can close the browser tab that the meeting is in or click End. You must also click End interaction in ContactPad to end the interaction in VCC. If you do not release the interaction, you will not receive any other interactions.

What does my

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contact experience?

The customer contact receives a link to the video meeting in an SMS or in, for example, an email. You customerYour contact's experience depends on where they click or tap the link:

  • If they click the link on a computer, the video meeting opens in a new browser tab. Your customer contact can enter their name and click to join the meeting.
  • If they tap the link on a mobile device:
    • If they have downloaded the Vonage Business Communication app, the video meeting opens in the app.
    • If they have not downloaded the Vonage Business Communication app, the video meeting opens in their mobile phone browser.