Creating a Video Banking Call:
A video call can be initiated two ways. One is from the Agent side, the other is from the client.
- From the Agent side, click on the Dashboard tab, then click on the Plus sign on the right hand side.
This will allow your Agents to create a Private Room. A form will appear for you to fill in the information for the party you would like to invite to the call via email.
The Call's reason will allow you to chose one of your queues to make the call from.
- The other way to initiate a call is from the client facing web page. This page is accessed for Staging via companynamestaging.invosolutions.com, or your Production URL (no /login at the end.)
In Call Features