How do I send a Teams meeting link from Live Chat?
Follow these steps to create a Teams meeting from the Live Chats module:
- Log in to the CRM.
- Click the Main Menu.
- Go to Help desk.
- Select Customer Issues > Live Chats. The Live Chat page opens.
- In the Live Chat console, click on any conversation.
- Click More on the top right of the conversation.
- Click Accept.
- Click More on the top right of the conversation.
- Select the Schedule Conference option. The Schedule Conference window opens.
- Enter or select the following details in the Schedule Conference window -
- Event Name: Enter a name for your meeting.
- Activity Type: Select Teams Meeting as the activity type from the dropdown.
- Start Date: Choose the date on which the meeting should be scheduled.
- Start Time: Select the time at which the meeting should begin.
- Duration: Enter the expected duration of the meeting (e.g., 30 minutes, 1 hour).
- Select the following options to send the Teams Meeting link -
- Send via Email: The link will be emailed to the primary email.
- Send in Chat: The link will be shared within an active Live chat conversation.