Initiating and Participating in Audio and Video Meetings

Initiating and Participating in Audio and Video Meetings

In this article, we will learn how to initiate audio and video meetings and explore the different features available during the meeting.

Initiating Audio or Video Meetings 

To initiate an audio or video meeting:

  1. Click open the group chat or channel.

  2. Click the Call icon in the chatbox header.

  3. In the window that appears, toggle between Audio or Video depending on your meeting preference.

  4. Manage permissions.

  5. Click the Edit icon or the default name to rename the meeting title.

  6. Click the Add Participants  icon if you want to extend the meeting invitation to additional members.

  7. Assign Co-hosts and Speakers if required.

  8. Click Start Meeting.



Notes

Notes:

  • By default, the person who initiates the meeting will be the host.

  • Only the host can rename the meeting. If they haven't, it will default to the group name with the date.

  • Before initiating or joining a video meeting, you can review the video preview to ensure everything is properly set up.


Managing Meeting Permissions  and General Configurations

To manage meeting permissions:

  1. Click the Permissions icon.

  1. In the pop up that appears, alter the permission level as required.

Mentioned below are the list of permissions and general configurations available.

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.

Allow external users to join via public invite link to bypass the waiting room

Enable this option to allow external users to join the meeting instantly, bypassing the waiting room and host approval.


Chat Access to Guest Users

Enable this option allow guest users to participate in the chat during the meeting.


Reply Modes

Choose your preferred mode of reply:

  • Normal Reply: Standard reply mode.

  • Threads: Use threads for organized conversations.


Gestures

Enable this option to allow users to react with gestures during the meeting.


Reactions

Choose the desired participant reaction level:

  • Basic: Limited reaction options.

  • All: All available reactions for participants during the meeting.

 



Assigning Co-hosts and Speakers 

To assign co-hosts and speakers:

  1. Click the Co-hosts or Speakers button.

  1. Search for the participants name or email address.

  2. Click Add.


Configuring Audio or Video Device Settings 

To choose the camera, microphone, and speaker device:

  1. Click the Settings  icon.

  2. Select the desired device.

Using Meeting Features  (For Host, Co-host, and Participants)

The following features are available for the host, co-host, and participants. If any of these features aren't available for the participants, reach out to the host for access.

Muting or Unmuting Audio      

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


Starting and Ending Screen-Share 

To share screen in a meeting:

  1. Click the Screen Share  icon.

  2. In the Choose Screen to Share your window or Share your display, then click OK.


To end screen-share in a group call:
  1. Click the Stop Screen Share icon present in the toolbar.



Notes

Notes:

  • From the screen-share toolbar, you can click Disable Cursor to hide your cursor while screen-sharing.


Annotating While Sharing Screen

To annotate the screen during a one-on-one or group screen share:

  1. Click the pen icon located in the top toolbar.

  2. Choose the desired annotation option from the left pane.


Notes

Notes:

  1. To close the annotation tool, click the Close icon at the bottom of the annotation options bar, then confirm by selecting Close in the pop-up window.
  2. Learn more about the annotating options available.

Recording Meetings

  1. Click the More icon in the toolbar.

  1. Select Record from the menu list.


Notes

Notes:

  1. To stop recording, click the More icon and select Stop Recording from the menu list.
  2. Recordings can be viewed in the Cliq web application > FilesRecordings.

Changing Audio Device   
  1. Click the More  icon in the toolbar.

  1. Go to Settings, and select Device Settings.

  2. Choose the desired Microphone and Speaker device from the available options.



Viewing Participants   

To view those who are participating in the meeting, click the More  icon present in the toolbar and select Participants from the menu list. It will list the hosts, co-hosts, and participants, as well as those who are yet to join. You can use the Search Bar to look up participants. 


Sending Messages    

To initiate chat while in the meeting, click Chat in the toolbar. This will open the group or channel in which you initiated the meeting, and all of your conversations will be recorded in the respective chats. 



To initiate a one-on-one chat with a participant:

  1. In the participants panel that appears, click the More Options  icon.

  2. Select Open Chat from the drop-down list.


Reacting with Emojis  

To react with emojis in a meeting:

  1. Click the More icon present in the toolbar.

  1. Select React from the menu list.

  2. Choose from a range of reactions.


NotesNote: The reactions you choose will float in the window.

Leaving the Meeting

To leave the meeting:

  1. Click the End icon from the toolbar.

  1. In the menu list that appears, click Leave Meeting.

  1. Assign another host for the call.

  2. Click Assign and Leave.

Ending the Meeting 

To end the meeting:

  1. Click the End  icon from the toolbar.

  1. In the menu list that appears, click End Meeting.

 


Using Meeting Features (For Host and Co-host) 

The following features are available only for the host and co-host.

Inviting Users

  1. Click the Invite icon in the toolbar.

  1. Select the user from the list of suggestions or search for the user in the search bar.

  2. Click Invite User.



Notes

Notes:

  • If you wish to allow external users who are not part of your organization to join, 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.

Assigning Hosts and Co-hosts 

To assign a participant as host or co-host in an ongoing meeting:

  1. Click the More  icon present in the toolbar. 

  1. Click Participants in the menu list.

  1. In the participants panel that appears, click the More Options  icon. 

  2. Choose between Make Host and Make Co-host.



NotesNote: Only the host can assign participants as host or co-host. 

Managing Participant Controls 

Bulk  Controls

While on a group call, the host and co-host have the option to:

  • Mute all of the participants

  • Ask all of the participants to unmute

  • Ring all of the users who are yet to join the meeting

To mute or unmute all participants:

  1. Click the More  icon in the toolbar.

  1. Click Participants in the menu list.

  1. Choose between Mute All and Unmute All.

 

To ring all of the users who are yet to join the meeting:

  1. Click Ring All in the Yet to Join section.

Individual Controls  

The host and co-host can use the following options to manage an individual's permission while in a meeting.      

Unmute Participant

Unmutes the participant who is on mute.

Restrict Unmute

Restricts the participant from unmuting themselves.

Restrict Speaking

Restricts the participant's ability to speak.

Make Host

Assigns the participant as a host of the meeting.

Make Co-host

Assigns the participant as a co-host of the meeting.

Open Chat

Opens the chat window between you and the participant.


To access these options:

  1. Click the More  icon in the toolbar.

  1. Click Participants in the menu list.

  1. In the participants panel that appears, click the More Options  icon.

  1. Select the desired option.



Recording Meetings for Meeting Participants

To record the meeting for everybody:
  1. Click open the group chat or channel.

  1. Click the Call icon in the chatbox header.

  2. In the window that appears, toggle the Record Meeting for Everybody option On.


Customizing Call Layout   

You can choose to customize the toolbar, hide the participant names, manage device settings, or edit participant permissions.

Thumbnail Views   

You can choose between multiple call layouts to suit your preferences during a group call. To customize the layout click the View icon in the app menubar.

The following is a list of the available viewing options:

Options

Reference

Grid View

Original Resolution


Fill Video


Full Screen View


 

Configuring Meeting Settings 

To configure meeting settings:

  1. Click the More  icon present in the toolbar.

  1. Select Settings from the menu list.

  2. Customize the toolbar, choose to hide the participant names, manage device settings, or edit participant permissions.


Participant's Name   

Click the Display Participant's Name option in the Settings pop-up to show the names on the tiles always. Click Hide Participant's Name to show the names only on hover. 

Customizing Toolbar 

To customize the toolbar:

  1. Click Settings from the Group Call toolbar.

  1. Click Customize Toolbar from the menu list.

  2. In the Customize Toolbar menu that opens, set your preferences: 

Toolbar Layout

Options

Reference

Mode

  • Fixed

  • Float

 

Position

  • Top

  • Bottom

  • Left

  • Right

 

Icon

  • Icons Only

  • Icon With Title

 

AV control alignment

  • Left

  • Center

  • Right

 


Joining a Meeting

You will receive a call invitation when you are added to a group call or when a call is initiated from a group or channel in which you are a participant.

You can view the call invitation from:

Cliq Homepage


Groups and Channels

 


Threads


Notes

Notes:

  • You will also receive a call invitation via Taz whenever you're added to an ongoing group call or when someone initiates a new meeting.

  • Once the group call has ended, the Join button on the call invitation will change to Meeting has Ended.


Transferring Calls to Other Devices 

If you've attended the group call through the Cliq web application, you can seamlessly transfer the call to Trident. To do so:

  1. Go to Trident.

  1. Click Join in the call invitation that appears on your homescreen.

  2. Select Handoff to This Device.

Screen Sharing From Other Devices 

If you've attended the group call through the Cliq web application and are sharing your screen, you can transfer the screen share call to Trident. To do so:

  1. Go to Trident.

  1. Click Join in the call invitation that appears on your homescreen.

  1. Select Share Your Screen.

  1. Choose to share your window or your display.

  1. Click OK.

NotesNote: You can directly handoff your call and initiate screen sharing, irrespective of whether you are engaged in screen sharing in the web application.

 


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