Video Calls

Overview

Video stays within the selected client workspace. Clients and authorized employees with Video access can use this workspace. Chat access is separate. Create reusable Company call links for your team and invited guests, or Prospect call links for a sales opportunity. Find active and reusable links in Meeting links. Use the single Previous meetings list to review recordings, transcripts and shared notes. SalesHive’s internal CRM conference workspace remains separate. Employees see a notice naming the selected client, because every meeting created here, including company calls, belongs to that client. On an eligible prospect call, Show Prospect Our View explicitly shares the current deal brief, Discovery, Coach, live internal notes and AE Sales Notes with everyone connected to that meeting. The shared sales view is read-only: Next Steps, note editing and CRM action links stay unavailable to attendees. Stop showing our view ends sharing. Leaving as the presenter also ends it, and rejoining does not restore it. Allow a few seconds for changes to appear.

How to use this page

Start a new meeting
Select Video > Video Calls in the sidebar, then New meeting. The Communication landing address also opens Video Calls. The Meeting title field is ready for typing. Add an optional title. Choose Company call for your team or invited guests, or Prospect call and Your sales deal for an opportunity in this workspace. The selected client stays fixed. Wait for the meeting options to load. Choose an optional time, then Create Link. For Your sales deal, press Up or Down on the dropdown button to open it. If a search field appears, type to narrow the choices, then press Up or Down to move to an option. On an option, use Up or Down to move, Home or End to jump to the first or last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Reopening clears the search. Use Tab or Shift+Tab to move within the dialog. Outside an open dropdown, Escape closes the dialog and returns focus to New meeting; Cancel does the same. Closing is unavailable while the link is being created.
Share or open the reusable link
When the link is ready, select Copy to share it, Done to return to Video, or Join meeting to enter the green room. The link stays reusable until the meeting is canceled. There is no separate recurring-meeting checkbox. To join by phone, open the shared /join/ link and look for Join by phone. Use the displayed US number and 12-digit PIN for audio-only access. Phone details appear on eligible shared-link entry and device-check screens, not in the meeting library green room.
Find and reuse a meeting link
In Meeting links, choose All calls, Company calls, With SalesHive or Prospect calls. Enter a title in Search links, then press Enter or select the magnifying-glass button. Use Copy link to invite someone, Start / join for a ready link, or Join for a live call. Select the calendar icon beside a link to download a 30-minute event, then adjust it and invite guests in your calendar. Use Previous and Next for more links, or the Refresh meeting links icon to reload the list.
Check the green room
On wider screens, device settings sit to the left of the full-frame camera preview. On narrow screens, the preview sits above the device settings. The preview keeps its shape. The recording notice, Cancel and Join meeting stay outside the scrolling settings area, so you can reach them without scrolling to the bottom. Choose your microphone, speaker, and camera. On supported Chrome and Edge browsers, the Speaker menu routes call audio to the selected headphones or output device. On supported browsers, apply None, Light blur, Strong blur, or an available backdrop. Your choice is saved in this browser for future calls. Background processing happens on your device and requires a supported WebGL2 browser. The green room checks microphone access before Join meeting and keeps Join meeting disabled during a failed check. Select Retry microphone or choose another device if needed. Participants enter voice-first with the microphone on and camera off by default. Select Turn camera on to preview video or Turn camera off to join without it. If the camera fails, follow the displayed instructions and select Retry camera. You can still join without video once the microphone check passes, then select Start video during the call. Floating cameras are off by default. On supported Chrome and Edge browsers, Join meeting opens them only after you have enabled Open floating cameras automatically in your account. Signed-out guests start with automatic opening off.
Use the in-call controls
Use Mute or Unmute, Start video or Stop video, Background, Share, Music when available, Settings, Chat, People, recording controls when authorized, and Leave in the bottom dock. Select Start video to start the camera chosen in Settings. Camera failures keep Camera help visible with Retry camera and Continue without video. The V shortcut uses the same camera control and recovery help. Background choices apply to the current call and switch on the local camera without replacing the track. Share screen and Share screen + audio can open floating cameras when your saved automatic-opening setting is on; Share audio only does not. Use Settings, Open floating camera overlay to open the window for this call without changing that setting. Camera tiles show the full frame by default. Turn off Show full camera frame to crop cameras to fill their tiles. Open Chat to send a message or web link to the room. After the message is delivered, SalesHive saves it to this exact meeting occurrence for Meeting Chat in Notes.
Mute, unmute, and recover audio
Select Mute to stop sending microphone audio. The control changes to Unmute. Select Unmute to restore the same LiveKit microphone path and its existing processing. If unmute fails, follow the message for blocked browser access, no microphone, another app using the device, or Settings recovery. Use Reconnect microphone or Settings > Restart microphone if the track still does not recover.
Leave or close the occurrence
Select Leave when you are done. If other human participants remain, their call stays live and host controls transfer when needed. If you are the final human participant, SalesHive closes the current occurrence automatically, finalizes its recording and notes workflow, and keeps the reusable meeting link available for a fresh call. Closing the tab, refreshing, or losing the connection starts an eight-second reconnect grace. If no human participant returns, that exact occurrence closes. Silent recording, notes, or AI workers do not keep an empty call active.
Control recording as the host
When signed in as the creator or current host of a Company call or Prospect call in your workspace, select Stop recording to stop capture without ending the meeting. Earlier footage stays saved, and live notes and transcription continue. Recording stays off for this occurrence until an authorized host selects Record. Confirm the Recording indicator before relying on capture. After stopping, wait for confirmation. If the stop is unconfirmed, check the indicator and select Stop recording again when available to check its status. An error does not prove capture ended. If the message says the recording changed while stopping, refresh its status first. Client hosts cannot control recording on With SalesHive calls.
Use shared Notes and Transcript
On an eligible SalesHive-hosted linked client or prospect call, use the shared command center beside the video stage. On a pre-signature prospect call, Notes are labeled Shared with everyone, read-only and organized as Your SalesHive strategy recap. It selects supported goals, SalesHive fit, the recommended approach, engagement expectations, open decisions, and agreed next steps from spoken conversation, delivered meeting chat, and the prior shared document. Meeting Chat preserves each delivered sender, time, message, and supported clickable web link separately from the recap and speech-only Transcript. Select Copy shared notes or Download shared notes for the current participant-safe document. Open Transcript to review timestamps, search spoken text, filter by speaker, add browser-only bookmarks, copy a line, or download the current text. Scrolling back, searching, or choosing one speaker pauses automatic follow until you select Jump to latest. Active-client and onboarding shared workspaces keep their existing controls, and switching tabs does not restart transcription. Live transcription follows your selected published microphone and stops capturing it while muted or unpublished. Changing the microphone reconnects capture to the selected input. Check the displayed transcript status if speech is missing; a connected video call alone does not prove transcription is working.
Adjust devices and noise cancellation
Select Settings to switch microphone, camera, or speaker, restart a problem microphone, and control display preferences. Opening Settings does not request camera permission. Choose Default camera or another listed camera, then select Start video to allow access. On supported Chrome and Edge browsers, choosing a non-default speaker can open the browser output-permission picker. A confirmation message names the speaker now carrying call audio. Leave Noise cancellation on for ordinary calls and turn it off for music or instruments. Show full camera frame starts on so each camera is letterboxed instead of zoomed or cropped; turn it off to crop to fill. Keep everyone in grid does not stop a new remote share from opening enlarged. It applies after you select Show workspace, when it keeps cameras and the shared screen in the gallery. On supported Chrome and Edge browsers, Open floating cameras automatically is off by default. Turn it on to save automatic opening on Join or screen sharing to your signed-in account across devices. Open floating camera overlay opens the window for this call even when automatic opening is off. Closing the window preserves your saved choice; turning automatic opening off also closes an open overlay. If saving fails, follow the displayed error and check the switch before leaving.
Raise a hand or send a reaction
Select Raise hand when you want to speak. The control changes to Lower hand, a hand badge stays on your participant tile until you lower it, and raised participants move to the top of People. Select Reactions and choose Thumbs up, Applause, Heart, Laugh, Celebrate, or Thinking. The reaction appears briefly on your tile for everyone in the room. Hand raises and reactions do not change the meeting record or recording.
Choose an archive view
Use All meetings in Previous meetings to see every accessible category in the selected workspace. Choose With SalesHive, Company calls or Prospect calls to narrow the archive. Select All meetings, or select the active category again, to clear the category filter. Search and media filters stay active.
Search the meeting archive
Search by meeting title or host, then select Search. Expand Filters for All sources, All recordings and All transcripts. Each selection updates the results. Press Up or Down to open the dropdown, use Up or Down to move between options, Home or End to reach the first or last option, and Enter or Space to choose. Escape closes it without changing the value and returns focus to its button. The number beside Filters counts active source, recording and transcript filters. Set those fields back to their All options to clear them. The archive stays within the selected client workspace.
Review recordings and transcripts
Select a meeting title for its details. Watch opens a ready recording, and Transcript opens a ready transcript. Meeting titles open in a new tab so an active call stays open. The Deal column links to that deal on your Deals page. Calls record by default, and the active Recording indicator stays compact in the call header. In an archive transcript dialog, select Copy all to copy the complete stored transcript to your clipboard. A toast confirms success or reports when browser clipboard access fails. Select Download to save the exact displayed transcript as a plain text file named from the meeting title. The dialog stays open, and compact screens keep both actions available as labeled icons. New SalesHive Video archive transcripts reuse the finalized live speech captured for that exact meeting occurrence and preserve its speaker names. SalesHive does not transcribe the recording again. If live speech was not captured, an available recording remains playable but does not automatically produce a replacement transcript. Completed historical transcripts remain unchanged.
Open the recording and notes follow-up
If an authorized SalesHive host separately sends a participant follow-up, open its private recording and shared-notes link. Platform does not open the employee follow-up review after leaving or ending a call.
Use the host join notice
When another participant first connects, the active host receives a SalesHive Notifications email with the participant name, meeting title, and Join meeting link. The notice is based on a confirmed room connection. Reconnecting to the same occurrence does not send another notice.
Present a remote screen share
Every remote screen share opens enlarged, including when Keep everyone in grid is enabled. The share fills the stage above the call controls without a participant row or workspace rail. The meeting header is hidden. Use Show workspace in the bottom controls to restore the meeting workspace and cameras beside the share. Recording status and Fullscreen remain in the bottom controls while the share is enlarged. With Keep everyone in grid enabled, the restored view keeps cameras and the share together. Select Maximize shared screen to enlarge it again. This changes only your view and resets when sharing stops.
Play background music
When Music is available in a call, open it and choose a track. Choices are Deep Work, Flow State, Night Drive, Clear Head, Steady Climb, City Lights, Bright Signal, In Motion, SalesHive Easy Day, SalesHive Sunshine, SalesHive In the Groove and SalesHive Golden Hour. Everyone on the call hears the music. It starts at 7.5% volume; drag the Music volume slider to adjust it. Scroll the track list to see more songs; the volume slider and Stop button stay visible while you scroll. When a song ends, the next one in the list starts automatically, and the list wraps back to the top. Select the playing track again or use Stop to end playback.
Schedule a meeting link for later
Select New meeting and enter an optional title. Schedule for later uses your device timezone; leave it blank to meet now. Select the meeting type and required opportunity, then Create Link. Select Add to calendar to download a 30-minute calendar event. Open it in your calendar, adjust the time and duration, and invite guests there. Downloading the file does not send invitations.
Find previous meetings
Use Previous meetings below Meeting links to review completed calls. Search or filter the archive, then open a meeting title, recording or transcript when available. Each row shows its Type (With SalesHive, Internal or With Deal) and the Deal it belongs to, or Not linked.
End a meeting from its shared link
When you join a reusable meeting link while signed in as an authorized host, including a client host, open End meeting and choose End for everyone to close the current call for all participants. This host permission is separate from recording permission. Guests and non-hosts use Leave. If ending fails, the call stays connected and an error explains the problem. The shared-link page shows the ended-call screen after success; it does not open the employee follow-up review.
Read a sales view shared by your rep
When your SalesHive rep explicitly shares an eligible prospect sales view, a read-only notice appears. Review Brief, Discovery, Coach and Notes as available. You cannot edit the notes or use employee Next Steps. The sales panel disappears after the rep stops sharing or leaves.
Identify who is speaking
A gold outline appears around an unmuted participant tile when speech is detected, including a camera-off tile. It fades promptly when speaking stops and clears immediately when the microphone is muted. Screen-share tiles do not receive this outline. No setting needs to be turned on.
Send and recover an in-call chat message
Open Chat in the call dock, enter a message or web link, and select Send message or press Enter. The composer holds your text while sending and clears it after live sending succeeds. If sending fails, read the inline error, keep Chat open, check the connection and try again. During reconnection, wait before retrying. Keep messages within the 4,000-character limit; split a message if the app reports it is too long. Chat drafts are not a saved document. Use Shift+Enter for a new line. Pasted paragraphs and delivered messages retain their line breaks in both the main call and floating Chat view.
Recover a microphone that stops mid-call
If Your microphone stopped sending audio appears, reconnect the device and choose Reconnect microphone, or open Settings to choose another device or Restart microphone. Recovery checks the actual capture source even when audio processing still appears live. A brief device interruption gets time to recover before the warning. Mid-call recovery is explicit and does not automatically turn your microphone on. If recovery says it remains muted, choose Unmute when ready. Speak and check the Settings meter, then confirm with the other participant that they can hear you. A moving meter alone does not prove remote audio delivery.
Use an approved AI video rep
An eligible Client Admin or internal admin or executive who created or currently hosts the client-workspace meeting can add an active, approved rep. Join the call, wait for recording to start, select Add video rep in the bottom dock, then select a rep from the menu to start it. While the rep starts, Connecting... or SalesHive AI is connecting... can appear. Wait for it to become ready before speaking; the rep does not begin its response until its browser and voice connection are ready. If the menu has no available reps, Create an AI video rep opens setup for users with setup access. A reusable link created from AI Video Reps admits guests without waiting for a human host and starts its approved rep when a participant connects and recording is ready. Ordinary meeting links still use their normal host admission rules. Remove video rep stops only the rep; the human call and recording continue. On an AI Video Reps link, it stays off for the current call even if guests refresh. Only an eligible signed-in host can turn it on again. Internal team meetings and Self-serve plans do not support this rep. Archived and removed reps are unavailable. Restore the rep in AI Video Reps, then review and approve it before reuse. If startup fails, follow the displayed error before trying again. An allowance-reached message means wait until the next UTC day. If you have setup access, open the rep in AI Video Reps, then Recordings and Review call to inspect Call activity after a generic startup failure. SalesHive sales and investor reps appear in the call as Buzz | SalesHive AI; custom reps appear as SalesHive AI. Calls opened from an AI Video Reps link also show SalesHive AI in the meeting header.

What the buttons do

New meeting: Opens the Company call or Prospect call form.
Company call (meeting type): Creates a call for your team or invited guests without linking a sales opportunity.
Prospect call (meeting type): Creates a call linked to a sales opportunity in this workspace.
Your sales deal: Search for and select an available sales opportunity for a Prospect call. Wait for options to load before choosing.
Create Link: Creates the reusable meeting link after options load and the workspace is available. Prospect call also requires an available sales deal. Failed options or an unavailable selection keep Create Link disabled.
Retry (meeting options): Reloads the available clients and sales deals after an error in New meeting. It does not create a meeting.
Copy: Copies the ready meeting link.
Join meeting: From a newly created link, opens the green room. In the green room, completes the microphone check and enters the call with the selected devices.
Retry microphone: Rechecks microphone access in the green room after a permission or device error.
Speaker: Chooses the headphones or speaker used for call audio on supported Chrome and Edge browsers. The default speaker remains available.
With SalesHive (archive tab): Filters the archive to meetings with the SalesHive team. The initial archive is not limited to this category.
Search: Applies the text entered in the meeting search field.
Watch: Plays an available recording from the meeting archive.
Transcript: Opens an available transcript from the meeting archive.
Company calls (archive tab): Shows calls hosted within your company.
Prospect calls (archive tab): Shows calls linked to prospects in your CRM.
Mute / Unmute: Mutes a live microphone or restores it through LiveKit. A failed unmute reports permission, missing-device, device-in-use, or recovery guidance.
Reconnect microphone: Reacquires a usable microphone and verifies a live published track when the initial input did not start or was interrupted.
Share: Opens screen, screen plus audio, or audio-only sharing. Screen and screen-plus-audio sharing can open floating cameras when your saved automatic-opening setting is on; audio-only sharing does not.
Settings: Opens microphone, camera, supported speaker output, microphone restart, noise cancellation, full camera frame, the post-Show workspace gallery preference, and supported floating camera controls.
Raise hand / Lower hand: Keeps or clears a visible hand badge on your participant tile and prioritizes raised participants in People.
Reactions: Opens six quick reactions that appear briefly on your participant tile for everyone in the room.
Hide command center: Collapses the shared live-notes workspace into a slim restore rail for more video space. Its directional control stays fully visible inside the command center header.
Show command center: Restores the shared live-notes workspace without interrupting note updates.
Background: Opens background effects for your own camera in the current call, on supported WebGL2 browsers. Blur offers None, Light and Strong. Backgrounds offers SalesHive, Gradient, Studio, Office, Bookshelf, War Room, Deal Gong, Penthouse, Big Game, Launch, Loft, Cabin, Zen, Coastal and Cafe; a check marks the one in use. A failed effect returns safely to None.
Enlarge: Focuses a visible shared-screen tile for your view only, including when Keep everyone in grid is on.
Unpin: Returns your viewer-local focused screen share to the gallery layout.
Open floating cameras automatically / Open floating camera overlay: Save automatic opening to your signed-in account, or open the supported always-on-top participant window for this call without changing that setting. Automatic opening starts off. The overlay contains cameras, compact camera-off name rows, mute, and Chat. Scroll within it when the participants do not fit.
Show full camera frame: Starts on and letterboxes cameras so the complete image is visible. Turn it off to crop cameras to fill each tile.
View recording and notes: Opens the private seven-day participant page for the exact eligible deal-linked recording and its shared notes.
Download recording: Downloads the recording from the private participant page without exposing the storage location.
Open the deal room: Opens the linked deal room for shared materials and next steps from the participant follow-up.
Leave: Leaves the active call. If you are the final human participant, the current occurrence closes automatically and the reusable meeting link stays available for a fresh call.
Transcript (live): Shows the shared speaker-labeled live conversation. The same session continues while Notes is open.
Join meeting (email): Opens the reusable meeting link from the host notification that confirms another participant connected.
Start video / Stop video: Starts the camera selected in Settings or stops your video. Camera help stays visible after a failed start, including when you use the V shortcut.
Maximize shared screen: Enlarges the remote shared screen above the call controls, hiding the meeting header, participant row and workspace.
Show workspace: From the bottom controls during an enlarged share, restores the meeting workspace and cameras beside the active share.
Copy shared notes: Copies the current read-only participant note on a pre-signature prospect call.
Download shared notes: Downloads the current read-only participant note as a text file.
Search transcript: Filters finalized prospect transcript lines by speaker name or spoken text.
All speakers: Filters the prospect transcript to one available speaker or returns to the full conversation.
Bookmark transcript moment: Marks a prospect transcript line in the current browser only.
Copy transcript moment: Copies the timestamp, speaker, and text for one prospect transcript line.
Download transcript: Downloads the current participant-safe prospect transcript as a text file.
Jump to latest: Returns to the newest live transcript line after manual review paused automatic follow.
Copy all: Copies the complete stored archive transcript to the browser clipboard and reports whether it succeeded.
Download (archive transcript): Downloads the exact displayed archive transcript as a plain text file named from the meeting title.
Music: Opens the background music tracks and volume slider when available. Everyone hears playback. Music starts at 7.5% volume and keeps rotating to the next song until you stop it.
Schedule for later (optional): Sets the meeting time in your device timezone. Leave blank to meet now.
End meeting: For an authorized signed-in host, opens the choice to leave and assign host or end the call for everyone, including when joining through a shared link. Leave and assign host hands host to the longest-connected SalesHive teammate who remains; on ordinary links, if none remains, SalesHive requests a recording stop. AI Video Reps links can keep the rep and recording running with guests. Your browser can leave before that stop is confirmed; automatic recovery keeps checking the saved request.
End for everyone: Closes the current call for all participants after host authorization succeeds. A failure leaves the call connected; the shared-link page does not open employee follow-up review.
Add to calendar: Downloads a 30-minute calendar event with the meeting link. In Meeting links, use the calendar icon beside the link. Adjust the event and send invitations from your calendar.
All calls / Company calls / With SalesHive / Prospect calls: Filters Meeting links by the kind of call.
Copy link / Start / join / Join: Copies a reusable link or opens its call. Live calls show Join.
Refresh meeting links: Reloads Meeting links, including after a loading error.
All meetings: Clears the category filter in Previous meetings.
Record / Stop recording: Starts or stops capture for an authorized host. Client creators and current hosts can control recording on their own workspace Company calls and Prospect calls, but not With SalesHive calls.
Add video rep / Remove video rep / Create an AI video rep: Add video rep opens the available-rep menu. Selecting a rep starts it. Remove video rep stops only the active rep, including while connecting once it is registered; the human call and recording continue. Remove the current rep before choosing another. Removing... appears while stopping. If no reps are available, the menu offers Create an AI video rep; setup requires separate access.
Search meeting links (magnifying-glass icon): Applies the title entered in Search links. Pressing Enter in the field also searches.
Filters: Shows or hides the source, recording and transcript selectors. The count shows how many of these filters are active. Closing this section does not clear them; choose each All option to reset it.
Join by phone (shared meeting link): When available on the shared meeting link, shows a clickable US phone number and the meeting's 12-digit PIN. Dial the number, listen to the recording and transcription notice, and enter the PIN if you agree. The host must be connected before phone audio joins. Calls are audio only and limited to one hour.
Retry camera: Tries to start the camera again after you fix the reported permission or device problem.
Continue without video: Dismisses Camera help while keeping you in the call. Use Start video when ready to try again.
Where to allow camera access: Expands browser-specific camera permission instructions and explains when a reload requires rejoining.

Common questions

Select All meetings to see every accessible category. With SalesHive shows calls with SalesHive, Company calls shows calls hosted within your company, and Prospect calls shows calls linked to prospects in your CRM. Search and media filters stay within the selected workspace. Select All meetings or the active category again to clear the category filter.

It links a new meeting to one of your sales opportunities. Select Your sales deal before creating the link. The archive still labels these calls With Deal.

The client view is scoped to meetings available in the selected client workspace, including calls between your team and SalesHive, calls hosted internally, and calls linked to prospects. On compact windows, the labels collapse to icons, the dock scrolls horizontally, and the Background, Share, Music, and Settings menus remain anchored above it.

Yes. Calls record automatically with a participant notice once recording is confirmed. Starting or Confirming means confirmation is still underway. Signed-in creators and current hosts of Company calls or Prospect calls in their own workspace can use Record or Stop recording. Client hosts cannot control recording for With SalesHive calls. A stop error does not prove recording ended: check the indicator and follow the message to check again or refresh the status. On ordinary links, if a host leaves without a replacement teammate, SalesHive requests a recording stop and retains an unconfirmed request for automatic recovery. On AI Video Reps links, recording can continue while guests remain. Leaving alone is not proof capture ended. An unreadable recording status alone does not mark a recording as failed or ready.

No separate checkbox is needed. Every link created by this form stays reusable until the meeting is canceled.

Camera-off profile photos keep space above and below the image and leave a separate area for the participant name, including in short gallery and filmstrip tiles. Photos keep their proportions and do not cover a live camera or shared screen.

Mute or Unmute, Start video or Stop video, Share, Chat, Transcript, People, Background, Music, and Settings stay in the bottom control dock below the meeting workspace. If the room cannot publish a live microphone, a recovery banner offers Reconnect microphone.

On Join your call, a signed-out visitor enters a name and email, selects Join call, then completes the green-room device setup and microphone check. On ordinary meeting links, the guest waits until an authorized host joins. The meeting creator, current host, or an eligible signed-in teammate can admit guests; company calls do not require a SalesHive employee. A signed-out host selects Host sign in to open an ordinary room. A reusable link created from AI Video Reps instead admits guests without a human host, provided its rep remains approved and available.

There is no separate Join muted path in the green room. Complete the microphone check and join voice-first with the microphone on, then select Mute after entering.

Before joining, use Retry microphone if the microphone check fails. In the call, follow the Unmute error and use Reconnect microphone or Settings > Restart microphone when needed. If camera access fails, the Camera help panel stays open while you use the call. Open Where to allow camera access for browser instructions, allow camera access in your browser and device privacy settings, then select Retry camera. For a busy camera, close other apps or tabs using it and check its privacy switch. For a missing or unavailable camera, connect one or choose Default camera or another camera in Settings. Select Continue without video to dismiss the help and stay in the call. If your browser requires a reload, rejoin with the same meeting link; reloading temporarily leaves the call.

Before joining, choose the headset in Speaker as well as its microphone. On supported Chrome and Edge browsers, SalesHive applies that output when the call opens. You can also open Settings during the call, choose a speaker, approve the browser output prompt if shown, and wait for the confirmation naming the applied device. Other browsers use the system default output.

If Share cannot start, SalesHive shows a screen-share message that explains whether browser or system permissions blocked capture, no display or window was available, another app is using capture, this browser or context does not support sharing, or you canceled the picker. Follow the message and try Share again.

A hand raise stays on your tile until you select Lower hand, including for people who join later. A reaction appears for about four seconds, then clears automatically. Neither action changes meeting or recording data.

Wait for the participant notice and persistent Recording indicator before treating the call as recorded. The room is checking the authoritative recording service and will keep retrying if the room metadata signal is delayed.

They stay hidden throughout Video Conferencing routes so they do not cover the meeting workspace or bottom call controls. They return when you leave the Video Conferencing route.

It starts on automatically. Supported browsers use LiveKit Cloud enhanced noise cancellation together with browser echo and standard noise controls. Other browsers keep browser echo cancellation and standard noise suppression. Open Settings to see the active mode or turn cancellation off for music and instruments.

Everyone in that exact eligible SalesHive-hosted linked meeting can use the shared workspace after their room token is verified. Notes contain the participant-facing document and a separate Meeting Chat section for delivered messages. Transcript contains only the speaker-labeled spoken conversation. The default shared workspace excludes internal notes and coaching. A rep can explicitly share the read-only sales view on an eligible prospect call.

No. Shared notes update autonomously from spoken meeting content and delivered meeting chat, even when the tab is not open, and finalize when the note taker leaves. The footer shows the next check, an active update, or final status.

No. Shared generation uses only the meeting transcript, meeting chat visible to participants, and the previous shared document. Employee emails, internal notes, private coaching, red flags, and renewal risk are not provided to it.

Background effects run on your device and need a supported WebGL2 browser. Unsupported browsers hide the in-call Background control. If an effect stops working in the green room or during a call, a message explains that your camera is still on without an effect. Your real background is visible, and None is saved for future calls. Choose another effect under Background to try again, or turn off your camera if you do not want your surroundings shown. Try a current Chrome or Edge browser.

Select Enlarge on the shared-screen tile, or click the tile itself. The focused layout changes only for you. Select Unpin to return to the gallery. This works even when Keep everyone in grid is enabled.

SalesHive keeps the normal LiveKit microphone path and now surfaces its failure instead of leaving the control in a false unmuted state. Follow the message for blocked browser access, no microphone, another app using it, or a Settings recovery need. Use Reconnect microphone or Settings > Restart microphone if needed.

Only if you choose to. On supported Chrome and Edge browsers, open Settings and select Open floating camera overlay for this call. To open it automatically on Join or screen and screen-plus-audio sharing, enable Open floating cameras automatically. That choice is saved to your signed-in account across devices and starts off; signed-out guests cannot save it. Closing the window does not turn automatic opening off. Loading the setting alone does not open a window, and audio-only sharing does not open one.

Show full camera frame starts on so the complete camera image remains visible. Open Settings and turn it off if you prefer the camera cropped to fill the tile. Screen shares are unaffected.

Platform Video does not open the employee post-call email review. On a prospect call, Email me my notes can appear but is disabled in this workspace. Use Copy shared notes or Download shared notes instead. If an authorized SalesHive host separately sends a participant follow-up, use its private recording and shared-notes link.

No. The participant page includes only the allowlisted shared meeting notes. SalesHive's Internal document, employee emails, coaching, red flags, and renewal risk stay private.

The current occurrence closes automatically when no human participants remain. A tab close or connection loss waits eight seconds so a refresh or brief drop can rejoin the same occurrence. If nobody returns, SalesHive finalizes that occurrence and the same reusable link starts the next call with fresh participants, transcript, recording, and notes.

No. One live transcription session remains active while you switch between Notes and Transcript. Finalized speaker-labeled lines continue in the same stream without duplicate copies.

In a self-serve workspace, each seat adds a monthly allowance of video call minutes with notes and transcription, shared across the workspace. A call that starts after your team has used this month's minutes still works for video and audio, but AI notes and the live transcript do not run, and a notice says the date minutes refill (the first of the month). A call that started before the minutes ran out keeps its notes and transcript to the end. Calls SalesHive staff hold with you are not counted. Plan and billing shows the minutes left. AI credits are a separate limit: once your team has used this month's AI credits, calls keep their live transcript, but AI notes stop, even partway through a call, and no summary or analysis is made after it. There is no notice on the call for this. The transcript is still saved.

Yes. When a non-host participant first reaches the connected room, SalesHive emails the active host with the participant name, meeting title, and a Join meeting link.

No. Reconnecting to the same occurrence updates the existing participant record and does not send a duplicate join notice.

Any supported meeting prioritizes every remote shared screen when it starts, even when Keep everyone in grid is enabled. The workspace and its rail are hidden to give the share more room. Select Show workspace in the bottom controls to restore the side-by-side layout. With Keep everyone in grid enabled, the restored workspace keeps cameras and the active share together. This changes only your view and does not stop the share.

No. Pre-signature shared Notes are read-only. Use Copy shared notes or Download shared notes to save the current participant-facing recap.

Scrolling back, searching, or filtering to one speaker pauses automatic follow so new lines do not interrupt your review. Select Jump to latest to return to the live edge.

No. The shared transcript contains only the speaker-labeled live conversation. The normal transcript excludes internal notes, Discovery and Coach. A rep can explicitly expose the read-only sales view separately.

It selects transcript-grounded goals, SalesHive service fit, recommended approach, engagement expectations, open decisions, and agreed next steps. It does not include private SalesHive qualification details, internal sentiment, company-profile repetition, or a transcript-style dump.

Open Transcript from the meeting archive. Select Copy all to copy the complete stored transcript, or Download to save the exact displayed transcript as a plain text file named from the meeting title. Copy reports success or a clipboard error, and either action leaves the transcript dialog open.

New SalesHive Video archive transcripts preserve the speaker names captured in the live transcript for that meeting occurrence. Completed historical transcripts remain unchanged. A generic label alone does not identify a participant.

A message is saved only after it is delivered in the live room. SalesHive stores it on the exact meeting occurrence and shows the sender, time, message, and supported web links under Meeting Chat in Notes. Reusing the meeting link starts a fresh occurrence, so earlier chat does not carry into the new call. Chat stays separate from the speech-only Transcript. Saving to meeting notes happens separately after live sending. A storage failure shows a warning even though the message was sent.

The next song in the list starts on its own, and after the last song it wraps back to the first. Music keeps rotating until you select the playing track again or use Stop.

An authorized host stopped recording. Earlier footage stays saved, and live notes and transcription continue. Automatic checks do not restart recording during this occurrence. An authorized host can select Record to start it again; a later call using the same reusable link begins a new occurrence.

Yes. The recording notice, Cancel and Join meeting remain in a separate footer. Scroll the device settings and background choices as needed. Join meeting still waits for the existing microphone and device checks.

Yes, when authorized for the selected client. A notice at the top names that client and explains that every meeting created here, including company calls, belongs to it, so the recording, notes and AI context use that client's information. For SalesHive calls such as kickoffs and client meetings, use the link in the notice to open CRM > Clients > Video Conferencing instead. The private CRM command center and employee post-call follow-up review are not part of this view. Client users do not see the notice.

Available host controls depend on verified meeting authority. Managing participants or ending a meeting is separate from permission to control recording. A client workspace does not grant access to another client or SalesHive-only meetings.

Yes. Sign in with your client account. If you created the meeting or are its current host, and it belongs to your selected client workspace, use End meeting, then End for everyone. Other participants see Leave. Recording rights are separate: client hosts can control recording on Company calls and Prospect calls, but not With SalesHive calls.

On supported browsers, SalesHive requests screen wake protection while the call is active and the page is visible, including audio-only calls and reconnecting. Hiding the page releases it; returning requests it again. Leaving or disconnecting releases it. Browser settings, battery restrictions or a denied request can prevent protection without ending the call. There is no extra switch, and this does not guarantee the device will stay awake.

On an eligible prospect call, Show Prospect Our View explicitly shares the current deal brief, Discovery, Coach, live internal notes and AE Sales Notes with everyone connected to that meeting. The shared sales view is read-only: Next Steps, note editing and CRM action links stay unavailable to attendees. Stop showing our view ends sharing. Leaving as the presenter also ends it, and rejoining does not restore it. Allow a few seconds for changes to appear. This does not send a follow-up email or grant CRM editing access.

The private employee Teleprompter is turned off on video calls for now, so its button and reader do not appear. Calls already open stop showing it on their next check. The dialer teleprompter is separate and is not affected.

Expand Filters to see the source, recording and transcript selectors. On small screens these selectors stack vertically. Swipe the category tabs sideways if needed, and scroll the table horizontally to reach other columns. Closing Filters keeps its selections active.

The outline indicates detected speech from an unmuted participant. It can appear with the camera off. It does not mark a shared screen or change microphone, recording or meeting permissions.

The warning distinguishes successful live sending from failed notes storage. Do not resend just to repair notes, since that could duplicate the live message. Check Meeting Chat before relying on the message as retained meeting evidence.

Live microphone transcription waits until the room connects. Capture pauses while reconnecting or disconnected, then restarts after connection returns when the published microphone is unmuted. Wait for the call to reconnect before retrying a failed Chat message, and check the displayed transcript status before relying on new speech being captured.

People show their profile photo when available, or the charcoal SalesHive icon when a photo is missing or cannot load. Both appear as matching circles. In the gallery, filmstrip and focused camera view, an AI video rep without live camera video shows an animated SalesHive hexagon that reacts to its speech. A muted rep does not trigger the speech animation. The image leaves room for the participant name and does not cover live camera video or a shared screen.

On a computer, Search, Background, theme and Notifications sit in a row at the bottom of the sidebar, just above your profile. On a phone they sit at the right of the top bar. Select Search or press Ctrl/Cmd+K to search the selected client. Find a page in the sidebar filters navigation links; on a phone, open the navigation menu first. Client selection stays above sidebar navigation, and the SalesHive logo opens Agents when you have access to it.

Yes. Call controls, menus, shared notes, chat, transcripts and recording viewers use charcoal surfaces in dark mode and white surfaces in light mode. The floating camera window also follows theme changes. The green room, the call and the other screens on the invite link page (joining, waiting for the host, the guest name form, and the messages after you leave or the call ends) also show the app background scene you chose with the Background icon in the sidebar, in its light or dark version to match your theme, with the card centered on top. On an invite link, guests and signed-in people see their saved browser background choice or the company default if they have not chosen one. Live scenes keep moving after joining through that link. Reduced-motion settings keep the scene still. Calls joined from the Video Conferencing or Video Calls page inside the app keep a still scene during the call. This is separate from the in-call Background control, which only changes your camera. Camera footage and shared screens keep their own colors. Earlier guide screenshots may show the previous purple styling; the controls work the same way.

No. Explicit restart or reconnect preserves a muted choice, including muting while recovery runs. Use Unmute when ready. An intentionally muted microphone is not treated as a failure.

Select Maximize shared screen or Enlarge to give the share more room. Ask the presenter to zoom their content if text is still small. SalesHive now prioritizes the captured screen resolution for text, but source size and connection quality still affect clarity.

For Meeting links, select Refresh meeting links. For Previous meetings, change a filter or reload the page. A loading error does not mean there are no meetings.

If the rep says it is having trouble preparing the shared page, say Try again to retry in the same call. When it asks Can you see my screen?, confirm only once the page is visible. If an unusually long response is paused, the rep stays connected. Say Continue or Resume, then ask your question again if needed. You do not need to restart the meeting for this pause.

If you see "The rep disconnected. Turn it on again to reconnect.", select Add video rep, then choose the rep as the authorized host. This warning appears once for a rep connection that was active in your current call. A retained failure from an earlier call does not trigger a new warning when you join, and choosing Remove video rep does not trigger a disconnect warning. If the previous rep is still disconnecting, wait briefly and try again.

Yes. On an approved AI Video Reps link, guests enter their name and email; recognized signed-in clients and employees see their account details. Optionally enter Company or website, then select Join call. Keep the page open while Preparing your call... appears. If the approved rep has Pre-call research instructions, SalesHive looks up the official company website and prepares public company context before device setup. A work email domain can help identify the company when no website is supplied, but it does not verify employment. An ambiguous company or failed lookup does not prevent joining. With Pre-call research blank, lookup is skipped and the rep still receives the supplied form details. Each participant keeps their own context. These details are not verified affiliation or permission to send email. Guests complete the device check and join without a human host. The approved rep starts once a participant connects and recording is ready. Guests can speak with it but cannot change the rep, control recording or open setup. If automatic startup fails, an eligible signed-in host must check the error and select Add video rep, then choose the rep; refreshing or adding a guest does not retry it. Remove video rep keeps the rep off for this call. The rep and recording can continue with guests after the host leaves. When everyone leaves, the call closes. Revoked approval, lost access or unavailable recording can stop the rep. The Talk to SalesHive voice sidebar on saleshive.com is a separate website conversation. The sidebar shows "This conversation is recorded" during your first successfully connected conversation. It stays hidden on the start screen, during email entry and while connecting. A failed connection does not count as seeing the notice. After a successful connection, your browser remembers it so later conversations do not repeat it while that browser storage remains available. The conversation stays available as you move between website pages. Ask the voice guide to open the public Client Agreement Terms page at /terms when you want to review it. Wait for the page to open; private Deal Rooms and signed contracts cannot be opened through this navigation. When follow-up is available, ask the voice guide for an email, requested materials or a meeting with the team. When you have explained your need and say you are ready to start now or soon, the website voice guide should check available follow-up options and offer scheduling help without requiring account counts, list ownership or outreach volume first. Saying you are ready does not authorize a booking or email. If you decline or want an answer first, it should answer without repeating the booking offer. Confirm the email entered in the sidebar. For a meeting, give your time zone and preferred day or time window. The website voice guide should clarify an unclear date and check your preference before offering the next available opening. Choose an offered time, listen to the host, date, time and recipient read back, then explicitly confirm that you want the meeting booked. A brief "OK", "correct" or "that's right" does not authorize a new booking. If asked to clarify, listen to the full confirmation again and say explicitly that you want the meeting booked, for example, "Yes, please book it." That clarification has not attempted a booking or invitation. A fresh, unqualified Spanish reply such as "Sí", "Confirmo" or "Es correcto" is also accepted after that readback. A question, condition, correction or earlier reply does not confirm the booking. Wait for a confirmed booking result. Requested email is queued for review after the conversation, not sent immediately. For campaign advice, confirm whom you want to reach. The website voice guide should explain partner or referral outreach versus direct prospecting without unsupported performance claims. Suggested tests are advice, not proven results. Starter and Growth each include one dedicated SDR; Crush includes two. Sharing an SDR across campaigns does not by itself require extra callers. Your meeting target is a goal, not a forecast or staffing calculation. For language requirements, US-based and offshore describe SDR location, not spoken languages. The website voice guide speaking your language does not confirm that an SDR or meeting host speaks it. Ask for verification; without an explicit source, coverage remains unconfirmed. Saving a language preference does not confirm coverage or add an attendee. Ask about onboarding: you meet your SDRs and strategist, review the playbook and approve messaging before outreach starts. The guide should not assign those introductions to a specific onboarding call without evidence. Your strategist agrees target buyers and qualification criteria with you before outreach; there is no universal budget rule. A booked appointment alone does not prove attendance, qualification or a sales opportunity. For managed-service pricing, the website voice guide should explain the flat monthly fee without inventing a dollar range, substituting platform-only prices or promising a quote that fits your budget. If you ask again, it should keep the answer brief and avoid repeating email or booking offers unless you request that next step. For an answer it cannot confirm, it can offer available internal review and email follow-up once. Confirm that you want the follow-up at your registered email, then wait for confirmation that the exact question is queued for verification. Queued does not mean reviewed or sent, and there is no promised response deadline. If follow-up is unavailable, fails or is declined, it should not promise an email. Private Deal Room links are sent only to the confirmed email. Saving an enquiry or staying silent authorizes neither action. The website voice guide reuses an earlier company lookup in the same conversation instead of searching again. If a name lookup fails, a website you supply can be checked as a second distinct lookup; further automatic lookups stop. If research is interrupted or unavailable, the guide should acknowledge it once and continue from details you already shared, without asking you to repeat them. A failed lookup does not prove your website is down or that public pages are inaccessible. You can still discuss fit or ask to book a call without completed research. You can also select Book a call with our team below the voice controls to open the booking calendar in a new tab and confirm an appointment there. The guide cannot see completion in that separate calendar. Use the meeting link shared with you to join a Video call. During silence, the website voice guide is instructed to make at most two brief check-ins without a reply, then stay quiet. The call automatically ends after 30 seconds without visitor speech. Select Continue when ready to return. Asking it to pause speaking stops the check-ins; it does not stop email outreach. To stop emails, explicitly request that and wait for confirmation.

SalesHive sales and investor reps introduce themselves as Buzz, your SalesHive AI representative, and appear in the call as Buzz | SalesHive AI. They use a calm male voice; custom client reps keep their existing identity and voice. On website calls, the rep adds each completed spoken reply to the meeting transcript after playback finishes, including its opening before screen sharing. If you interrupt, the transcript can retain the corrected portion of the reply before the interruption when that correction is available. The unspoken remainder is not added. Prepared or failed replies are not recorded as completed speech. A SalesHive sales rep uses your supplied name when you are the only listener and keeps form details separate from what you say in the call. It should confirm one tentative business fact from public company information without thanking you for research or claiming you supplied it. If asked how it knows, it should identify public company information when that is the source. It confirms what your company does and which companies and buyer roles you want to reach. Each participant’s context stays separate; research and form details do not verify affiliation. Research can suggest target accounts, buyer roles, relevant examples and discovery questions; confirm or correct these suggestions because they are not established priorities or buying intent. Participant context updates when people join or leave, without restarting the presentation or automatically switching the company being discussed. If only a company name or domain is available, it asks about your offering or goals. If no company is established, it simply asks what your company does, without an explanation about missing research. Your answers take priority. To begin immediately, explicitly ask the rep to share its screen or show the presentation. The SalesHive sales rep can skip unfinished discovery for that request without treating unanswered questions as confirmed. It starts its own screen share. In ordinary meetings, your share control shares your screen; website callers have no screen-sharing control. A pricing question or a general question about whether sharing is possible does not skip discovery. Sales and custom reps otherwise wait for your readiness answer; silence or another participant joining is not permission. Confirm when the shared page is visible. If sharing is interrupted, ask a question or say "Are you there?" to keep talking. If the page is visible afterward, say so to continue the presentation. If it is not visible, explicitly ask to try sharing again. Once you confirm visibility, the rep begins the first substantive section. With SalesHive's full interactive sales deck, it opens on Your Human Team and follows this order: Deliverability, Onboarding, Working Together, a brief Example Playbook demonstration, US Pricing, then PH Pricing. The sample opens at its table of contents; the rep shows its structure and a relevant targeting or messaging example, then returns to pricing. Sample details are illustrative, not current prices, terms or promised results. If the sample cannot load, the rep should say so and continue to pricing. Other deck sections remain available for questions. Ask to get started, see a proposal or meet a person whenever you are ready. The SalesHive sales rep should handle that request immediately, without requiring the remaining slides, sample Playbook or prices already discussed. Otherwise, after both pricing sections it recaps the fit and offers a next step. Your goals shape examples within this order. Investor and custom presentations keep their own order. It should use natural contractions, varied short phrases and brief pauses, with occasional acknowledgments or clarifications that fit what you said. Answers stay concise, without repeated openers, fake laughter or filler sounds. In a website sales call, say when you are testing the voice, response speed or a capability. The rep should answer that test directly without treating it as buying intent or requiring a sales discovery interview. It still confirms recipients, dates, times, timezones, hosts and booking consent when needed. An investor rep greets you and shares the deck immediately. Confirm that you can see it to begin the ordered pitch, without an agenda or discovery interview. Public firm research can tailor examples; missing research does not stop the pitch. Between sections, it continues after the four-second pause without repeated invitations to go deeper. It should avoid re-explaining points already answered. If it repeats itself, say so to move to an uncovered point. The closing can invite questions once. Ask it to wait or pause whenever needed. Ask questions at any time. The rep should answer directly from approved facts. A brief answer can stay on the current slide; a longer explanation about the team, onboarding, pricing or a case study should show the matching material. If fuller detail belongs later, it should return to your question at that section. To jump ahead, ask to see the section. The rep should use its Contents entry when available and check the displayed slide before explaining it. In an AI-shared SalesHive-style deck, the top-right deck toolbar is hidden, including Previous, Next, the slide counter, deck Fullscreen, theme and Book a call when present. Ask the rep to change sections through Contents. Use the call's own Fullscreen control for your view. Opening the deck directly keeps its normal toolbar. It navigates without spoken commentary, then answers directly. After the detour, it should return to the unfinished point unless you ask to keep exploring or finish. When speaking with SalesHive's own sales rep, ask how SalesHive compares with an internal SDR or a pay-per-meeting service. It should give one or two relevant strengths from approved material and explain their value for your situation, without guessing competitor terms or your current SDR's performance. If you ask again, it should add a supported reason or acknowledge the evidence gap. Ask for stronger evidence or a case study relevant to your industry, offering or buyers. The rep should search the published, anonymous Proof by Industry library and read a matching case before citing its work, results and relevance. Client identities stay private; related experience is not an exact match, and historical results are not a promise. It should explain material limitations when relevant without repeating a disclaimer you already understand. A failed lookup does not establish that no relevant case exists. For pre-launch billing questions, SalesHive's own sales rep should answer directly: you owe $0, with no deposit or payment until you approve everything for launch. Signing the proposal or completing onboarding does not create a payment obligation before that approval. If you decide not to proceed before approving launch, you owe no onboarding or cancellation fee. This does not waive obligations after launch approval or promise refunds of approved payments; those situations follow the approved proposal terms. On website sales calls, speak naturally to ask a question or interrupt. The rep stops the remaining reply when it recognizes an interruption. When the rep finishes the presentation, it plays the full closing reply before going quiet. Ask another question to continue. Asking it to pause stops playback immediately, including during the closing reply. Blank or punctuation-only input, such as "...", does not count as your answer, confirm screen visibility or resume a pause. Give a clear spoken reply when ready. After an explanation, it can continue to the next unfinished section after showing the matching material. On website sales calls and the internal conversation test, if you have not answered the opening, the rep gives its greeting and at most one follow-up, then waits quietly. Unmute if needed and give a clear spoken reply to continue. Silence does not restart the introduction. Later questions that need your answer can get one rephrase and a brief hearing check before the rep waits. Silence is not agreement. Website conversations do not use a fixed four-second follow-up timer or a waiting tone. Investor and other ordinary presentation calls keep their existing four-second follow-up pause. If your meaning is unclear, the rep should ask briefly what you meant.

When you open a section your account cannot access, SalesHive can return you to an allowed section, which may be Video. Video, Scheduling and Chat have separate access settings. Video access does not grant Chat access, and standalone Chat is unavailable to client logins. Choose another available page from the sidebar. This does not start or join a meeting.

You can email SalesHive sales and investor reps at buzz@saleshive.com. Buzz gives the address only when asked and should not append email invitations to answers, slide transitions or closing remarks. If you ask it to stop mentioning email, it should honor that unless you ask for the address again. Ask directly for requested materials or next steps; you do not need to email Buzz first. This does not promise an immediate reply. Custom client reps do not use this address. When sales follow-up is enabled, eligible website conversations and hosted SalesHive sales calls can save qualification notes supported by the conversation and queue an explicitly requested email. Confirm what you want and the permitted recipient address. Website follow-up uses the email address saved when you join and linked to the captured CRM deal. For signed-in visitors, this is the account email; signed-out visitors use the address entered on the call form. Hosted calls use registered attendees linked to that deal. These abilities are unavailable on ordinary client or investor reps. Buzz checks that follow-up schedules and the sending mailbox are active before accepting the request. If follow-up is paused or unavailable, it cannot promise an email. Wait for confirmation that your request was queued. A queued email has not been sent; delivery still requires completed-call review and current sending checks. On an eligible SalesHive website call, say an explicit request such as "Stop emailing me" to stop outreach to your registered address. Wait for Buzz to confirm that the stop was recorded. This records SalesHive email suppression, cancels pending AI follow-up requests and prevents new email or scheduling through this call follow-up flow. Email already being sent cannot be recalled. It does not change phone lists or other systems. Asking Buzz to pause speaking or stop mentioning its email address does not unsubscribe you. On an eligible hosted SalesHive sales call, ask Buzz to share the Deal Room link and open Chat after it confirms sharing. On a website call, Buzz cannot show or post the private Deal Room link. If email follow-up is available, explicitly ask to have the Deal Room emailed after the call and confirm the permitted recipient address. Agreeing to see a link does not authorize an email. If email is unavailable, Buzz cannot offer or promise delivery. An expired or disabled room needs staff review. Requested collateral can move an eligible deal to Proposal Sent only after a confirmed email send. For new requests, recording or transcript updates alone do not block the move. A changed stage is left for review, and a later Sales stage is not moved backward. Review a blocked stage update without resending the email. To arrange a human conversation, give your time zone and ask for today, tomorrow, a specific date or the next available opening. You can request a window such as tomorrow from 2 to 4 p.m. Eastern. Dates and windows use your time zone, and the full 30-minute appointment must fit. Next available searches up to 14 days within the host booking window. No results means only the searched dates and requested window were checked. Buzz-owned website leads use the designated human sales host. Choose an offered time. If Buzz does not know your name, give the name you want on the invitation. It should ask rather than guess from your email. Providing your name does not book a meeting or send an invitation. Review the full confirmation request in Chat, listen to the named host, date, time, time zone and recipient, then give a new clear confirmation. The request itself does not book the meeting. A brief "OK", "correct" or "that's right" does not authorize a new booking. If asked to clarify, listen to the full confirmation again and say explicitly that you want the meeting booked, for example, "Yes, please book it." That clarification has not attempted a booking or invitation. A fresh, unqualified Spanish reply such as "Sí", "Confirmo" or "Es correcto" is also accepted after that readback. A question, condition, correction or earlier reply does not confirm the booking. Wait for a confirmed booking result. An unconfirmed request is not a booking, and a confirmed calendar event does not prove inbox delivery. Website sales calls use real availability and permitted actions; only the separate internal conversation test simulates bookings. If the assigned host has no active booking calendar, the rep should explain that scheduling is unavailable for this call. No availability was checked and nothing was booked. It should not guess times, switch hosts or offer an unverified booking link. You can request email follow-up if that option is available; confirm the recipient and wait for a queued confirmation. If another action fails or cannot be confirmed, the rep should not claim success or retry it automatically. The separate CRM connection in AI Video Reps > CRM controls assigned-deal reads and its permitted record updates. Let Buzz update CRM records permits factual notes, dated tasks, next-step dates and linked-contact title or phone corrections where allowed; shared contacts stay protected. That switch alone does not authorize email, bookings or stage changes. Eligible call follow-up has its own checks. Internal CRM context stays private; ownership and commercial terms cannot be changed.

Yes, when Join by phone appears on the shared meeting link. It is available for regular meetings, including client workspace calls, when phone access is enabled. Dedicated AI rep meeting links do not offer phone access. Dial the displayed US number, listen to the recording and transcription notice, and enter the 12-digit PIN if you agree; otherwise hang up. Your host must connect first. Calls are audio only and limited to one hour. The PIN is separate from the browser call code. Use the browser link if phone audio is unavailable.

Wait for Loading meeting options to finish. If loading fails or takes more than 15 seconds, an error appears inside the dialog. Select Retry to load the options again. If the message says your session expired, refresh the page and sign in again. If no clients are available for your account, you cannot create a workspace meeting. A sales deal that is no longer available is cleared; choose an available opportunity for a Prospect call.

Overview

How to use this page

Start a new meeting

Share or open the reusable link

Find and reuse a meeting link

Check the green room

Use the in-call controls

Mute, unmute, and recover audio

Leave or close the occurrence

Control recording as the host

Use shared Notes and Transcript

Adjust devices and noise cancellation

Raise a hand or send a reaction

Choose an archive view

Search the meeting archive

Review recordings and transcripts

Open the recording and notes follow-up

Use the host join notice

Present a remote screen share

Play background music

Schedule a meeting link for later

Find previous meetings

End a meeting from its shared link

Read a sales view shared by your rep

Identify who is speaking

Send and recover an in-call chat message

Recover a microphone that stops mid-call

Use an approved AI video rep

What the buttons do

Common questions

Get an answer from a real person

Contact support

Sign in to the platform

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