Meet someone: one button, an invitation, a reminder
From the page of a person, send an invitation with a calendar entry and a link to a video room, get a reminder, and join. Colleagues can all be in a meeting at the same moment.
Meet now
On the page of a person who has an email address, press Meet now. The person gets an email with the link of a video room, and you enter the room at once. On their side, they create an account or sign in to enter, and they can share their screen.
This page needs a free account.
Plan it for later
Press Plan a meeting. Choose a video meeting, a call or a visit, a time in Douala time (the buttons give In 1 hour or Tomorrow 10:00), and who to invite. The invitation goes out from your own address with a calendar file: it lands in their Google, Outlook or Apple calendar. A video meeting has their personal link.
Move it or cancel it
In Meetings and calls on the right, press Move to choose another time, or Cancel. The people invited receive a new invitation that replaces the old entry in their calendar, or a cancellation that removes it.
The reminder
Ten minutes before the start, you get a notice on the platform (and on your phone if you allowed notifications), and the guest gets a short email with their link. The room opens fifteen minutes before. My meetings and calls, at the top of the CRM, has a Join button.
After the meeting
If the meeting was transcribed, press Write the record. The assistant reads what was said, writes the record on the history of the person, and suggests next actions: a follow up call, a thank you email with a draft, a proposal. Approve and set up opens the form already filled in. Nothing is sent before you press the button. A guest is transcribed only if they ticked the box on their page.
- Every meeting has its own room, so several members of staff can meet different people at the same time without any problem.
- If you did not set up your mailbox, the invitation goes out from the address of the platform and the answers come to you.