How do I schedule a conference from Live Chat?

Follow these steps to create a meeting from the Live Chats:

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

The conference details are shared with the customer, and an Event record is created in the CRM with the meeting details.