Initiating and Joining One-on-One Audio, Video and Screen Share Calls in Trident (Windows)

Initiating and Joining One-on-One Audio, Video and Screen Share Calls in Trident (Windows)

In this article, we'll explore how to initiate and join one-on-one audio, video, and screen-share calls and use the various call features.
InfoNote: This article explores one-on-one audio, video, and screen-share calls in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation.

Initiating One-on-One Audio or Video Call   

To initiate a one-on-one call:

  1. Open the one-on-one chat with your teammate.

  1. Click the Call icon in the chatbox header.

  1. Choose between Audio Call or Video Call.  

Alternatively, you can also:

  1. Click the Call icon in the app menu bar.

  1. Click New Call.

  1. Search for the contact with whom you want to connect.

  1. Hover over their name from the search result and choose between Audio Call or Video Call.

 

Initiating Screen Share Call   

To initiate a screen-share call:

  1. Open the one-on-one chat with your teammate.

  1. Click the Call  icon in the chatbox header.

  1. Select Screen Share.

  1. In the Choose Screen to Share window, choose whether to share your entire screen or a specific window, and click Share. The screen-share call will be initiated.

Alternatively, you can also:

  1. Click the Call icon in the app menu bar.

  1. Click New Call.

  1. Search for the contact with whom you want to connect.

  1. Hover over their name from the search result and select Screen Share.



Notes

Notes:

  • If you're unable to share your screen, you must grant Screen Record access from System Settings.  

  • You can initiate a screen-share call only in one-on-one chats. You can, however, share your screen while on a one-on-one or group call.

  • Screen-share calls by default are voice calls. You can turn on your video if you prefer.

 

Converting Audio or Screen-Share Call to Video Call     

  • Click the More Options icon and select Start Screen share to share your screen.

or

  • Click the Video icon in the call window to convert audio call into video call.



Using Call Features 

The following are the features available in the call window.

Shrinking or Expanding Call Window 

To give you more screen space and focus on other apps while you're on a call, you can shrink or expand the call window size.


Description

Audio Call

Video Call

Click the Shrink icon to shrink the call window size.

Click the Expand icon to shrink the call window size.



NotesNote: These configurations do not impact the other person's view.

Focusing Video Tile 

Click Swap Preview to choose the video tile you want on focus.


NotesNote: This configuration is applicable only for video calls and does not impact the other person's view.

 Muting or Unmuting Audio  

To mute or unmute your audio, click the Microphone icon.

Notes

Notes:

  • You can also mute or unmute your audio from the app menu bar.

  • If you are unable to access audio, you must grant microphone access from System Settings.  

Turning Video On or Off 

To turn on or off your video, click the Camera icon.



Notes

Notes:

  • You can turn on your video anytime if you prefer while attending a one-on-one audio call.

  • By default, screen-share call does not transmit your video. You can turn it on anytime you prefer.

  • If you're unable to access video, you must grant camera access from System Settings.  

Changing Audio and Video Device  

By default, the audio and video will be paired with your system. To change your audio or video device:

  1. Click the More Options icon.

  1. Select Device Settings from the menu list.

  1. Choose the desired Microphone, Speaker, and Camera device from the available options.



Recording the Call





InfoNote: This feature is only available to the paid users of Zoho Cliq (with a paid Zoho Mail account), Zoho Workplace, and Zoho OneLearn More

Starting a Call Recording

To record an ongoing call:

  1. Click the More Options  icon.

  1. Select Start Recording from the menu list.

  


Ending a Call Recording

To stop recording the call:
  1. Click the More Options  icon.

  1. Select Stop Recording from the menu list.

 


NotesNote: You can access the call recordings from the Recordings tab under Files in the Zoho Cliq web app.  

Managing  Screen-Sharing Sessions

Sharing Screen in Audio Call 

To share screen in an audio call:

  1. Click the More Options icon.

  1. Select Start Screen Share from the menu list.

  1. In the Choose Screen to Share window, choose whether to share your entire screen or a specific window, and click OK.




Sharing Screen in Video Call
 

To share screen in a video call:

  1. Click the Screen Share icon.

  1. In the Choose Screen to Share window, choose whether to share your entire screen or a specific window, and click OK.

Ending Screen-Share 

To end screen-share:

  1. Navigate to the screen-share toolbar.

  1. Click Stop Sharing.




Alternatively you can also, click the Stop Screen Share icon from the call window.

Sending Messages While on Call 

To send a message or share files to the person you're on a call with:
  1. Click the More Options icon.

  1. Select Open Chat from the menu list.

To close the chatbox:

  1. Click the More Options icon.

  1. Select Close Chat from the menu list.




Ending the Call 

To end an ongoing call, click the End Call icon.


Notes

Notes:

  • Either person (the one who initiated and the one who joined) can end the call.

 Joining a One-on-One Call 

When you receive a call, you can choose to accept, decline, or respond to it with a message.

 Accepting or Declining a Call 

To accept an incoming call, click the Accept Call icon.

To decline an incoming call, click the Decline Call icon.

Responding With a Message 

To respond to a call with a message, and decline the call:

  1. Click Respond With Message.

  1. Choose between any of the templated messages.



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