---
title: Video Banking Call Fundamentals
description: A video call can be initiated two ways.  One is from the Agent side, the other is from the client.      This will allow your Agents to create a Private Room.  A form will appear for you to fill in the
---

[Skip to content](https://service.invosolutions.com/migration/knowledge/videocallfundamentals#main-content)

English

Show submenu for translations

[Submit a ticket](https://service.invosolutions.com/migration/knowledge/kb-tickets/new) [Customer portal](https://service.invosolutions.com/tickets)

![Invo\_Primary\_Logo\_Blue\_Black.png\]](https://service.invosolutions.com/hs-fs/hubfs/Invo_Primary_Logo_Blue_Black.png?height=40&name=Invo_Primary_Logo_Blue_Black.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Submit a ticket](https://service.invosolutions.com/migration/knowledge/kb-tickets/new)
- [Customer portal](https://service.invosolutions.com/tickets)
- Home

 Home

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Invo Library](https://service.invosolutions.com/migration/knowledge)
2. [Training](https://service.invosolutions.com/migration/knowledge/training)

# Video Banking Call Fundamentals

### 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.

![](https://service.invosolutions.com/hs-fs/hubfs/image-png-Jun-23-2023-07-31-34-1719-PM.png?width=688&height=242&name=image-png-Jun-23-2023-07-31-34-1719-PM.png)

 

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.

 

![](https://service.invosolutions.com/hs-fs/hubfs/image-png-3.png?width=409&name=image-png-3.png)  

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.)

![](https://service.invosolutions.com/hubfs/image-png-4.png)

 

### In Call Features

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/2583726/id/90291340605" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="90291340605" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

- [General](https://service.invosolutions.com/migration/knowledge/general)
- [Invo Core](https://service.invosolutions.com/migration/knowledge/invo-core)
- [Invo Text](https://service.invosolutions.com/migration/knowledge/invo-text)
- [Release Notes](https://service.invosolutions.com/migration/knowledge/release-notes)
- [Invo Booking](https://service.invosolutions.com/migration/knowledge/invo-booking)
- [Invo Kiosk](https://service.invosolutions.com/migration/knowledge/invo-kiosk)
- [Invo Chat](https://service.invosolutions.com/migration/knowledge/invo-chat)
- [Training](https://service.invosolutions.com/migration/knowledge/training)
- [Invo Concierge](https://service.invosolutions.com/migration/knowledge/invo-concierge)

[![Invo primary logo](https://service.invosolutions.com/hs-fs/hubfs/Invo_Primary_Logo_Blue_Black.png?width=3750&height=1251&name=Invo_Primary_Logo_Blue_Black.png "Invo primary logo")](https://invosolutions.com)

Copyright © 2026, Invo Solutions

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://2583726.fs1.hubspotusercontent-na1.net/hubfs/2583726/newfemalevoiceincall-1.mp4",
  "dateModified" : "2022-11-02T17:19:30.611Z",
  "duration" : "PT4M34S",
  "height" : 1080,
  "name" : "newfemalevoiceincall-1",
  "thumbnailUrl" : "https://2583726.fs1.hubspotusercontent-na1.net/hubfs/2583726/newfemalevoiceincall-1.mp4/medium.jpg",
  "uploadDate" : "2022-11-02T17:17:47.472Z",
  "width" : 1920
}
```