Note: This article explores managing audio and video meetings in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. To initiate an audio or video meeting:
Click open the group chat or channel.
Click the Call icon in the chat box header.
Select between Audio Meeting or Video Meeting depending on your meeting preference.
In the window that appears, click the default meeting title to rename it if required.
Manage permissions.
Click the Add Participants icon if you want to extend the meeting invitation to additional members.
Assign Co-hosts and Speakers if required.
Toggle on Record Meeting if you want to start recording the meeting.
Click Start Meeting.
To start an instant meeting from the Cliq homepage:
Click Meet Now.
Choose between Audio or Video Meeting to start the meeting.
To manage meeting permissions:
Click the Permissions icon.
In the pop up that appears, alter the permission level as required.
Options | Description | Demonstration |
Start Screen Share | When checked, co-hosts, organization members, and external members can share their screens.
| |
Share Presentation | When checked, co-hosts, organization members, and external members can share presentations. | |
Access to meeting recording
| Choose your preferred level of access to meeting recording:
| |
Generate transcript for recorded meetings | Enable this option to generate a transcript for the recorded meeting. | |
Let external users to join via public invite link skip the waiting room | Enable this option to allow external users (from outside your Cliq organization) to join the meeting instantly, bypassing the waiting room and host approval. | |
Allow guest users to chat | Enable this option allow guest users to participate in the chat during the meeting. | |
Reply Modes | Choose your preferred mode of reply:
| |
Gestures | Enable this option to allow users to react with gestures during the meeting. | |
Reactions | Choose the desired participant reaction level:
|

To assign co-hosts and speakers:
Click the Co-hosts or Speakers button.
Search for the participants name or email address.
Click Done.
The following features are available only for the host and co-host.
Click the Invite icon in the toolbar.
Click Invite Users in the menu list.
Select the user from the list of suggestions or search for the user in the search bar.
Click Ring All.
Notes:
If you wish to allow external users who are not part of your organization to join the meeting, check the Allow External Users to Join option.
Select Copy Invitation or Copy Link to copy the invitation details for users to join the meeting.
To assign a participant as host or co-host in an ongoing meeting:
Click Participants in the toolbar
In the participants panel that appears, click the More Options icon.
Choose between Make Host and Make Co-host.
Note: Only the host can assign participants as host or co-host.
Notes:
If the toolbar is set to floating mode, the Record option will be available under More options.
Recordings can be viewed in the Cliq web application > Files > Recordings.
The participants of the meeting have to consent to being recorded.
Bulk Controls
The host and co-host have the following controls for all participants:
Controls | Description |
Mute All | Mutes all of the participants |
Unmute All | Asks all of the participants to unmute. |
Ring All | Rings all of the users who are yet to join the meeting |
Individual Controls
The host and co-host can use the following options to manage an individual's permission while in a meeting.
Controls | Description | Demonstration |
Mute/Ask to Unmute | Mute participants or ask the participant who is on mute to unmute. | |
Make Host | Assigns the participant as a host of the meeting. | |
Make Co-host | Assigns the participant as a co-host of the meeting. | |
Restrict/Allow Unmute | Restricts or allows the participant from unmuting themselves. |
To access these options:
Click Participants in the toolbar.
In the participants panel that appears, click the More Options icon.
Select the desired option.
To end an ongoing meeting:
Click End on the meeting toolbar.
In the pop-up that opens, click End Meeting.
The meeting will end for all participants.
Assign a Host and Leave Meeting
The host of the meeting can leave an ongoing meeting by assigning another participant as the host. To leave a meeting:
Click Leave on the meeting toolbar.
In the pop-up that opens, select the participant you want to assign as the host.
Click Assign and Leave.
Note: You can re-join the meeting as a co-host. Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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