Home > FAQs > How do I set up a meeting with a customer from the chat window and send them a Google Meet link?

FAQs in this section

What is Google Meet? How does Google Meet work with Vtiger CRM? From which modules can I use Google Meet in Vtiger CRM? How do I install Google Meet? Can I sync a Vtiger event with Google Calendar? Where is Google Meet available in Vtiger CRM? How do I use Google Meet from the Events module? How do I send a Google Meet link from the Contacts module? How do I send a Google Meet link through email? How do I create a meeting or schedule a conference with Google Meet in the Deals Module?

How do I set up a meeting with a customer from the chat window and send them a Google Meet link?

You can set up a meeting with a customer you are interacting with and also send them a Google Meet link directly from the chat window.
Follow these steps to schedule a conference (meeting) from a deal record:

Log in to the CRM
Go to the Main Menu
Click Help desk
Click Customer Issues > Live Chats
When a customer starts a chat, accept the chat.
1. Click More (⋮), more icon to display the drop-down
2. Select Schedule Conference
3. Fill in the following details in the Schedule Conference window
  1. Subject – The subject reflects the chat number, customer name, and the agent name
  2. Start Date - Enter the start date
  3. Start Time - Enter the start time
  4. Duration - Enter the estimated duration of the meeting
  5. Click Add
You can send the Google Meet link:
1. Directly from the Chat window
2. Via Email

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FAQs in this section

How do I set up a meeting with a customer from the chat window and send them a Google Meet link?

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