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How can I invite guests to a call?

Guillaume Chauviere avatar
Written by Guillaume Chauviere
Updated this week

When you create a videocall, there are mainly two ways of inviting guests to join you as well. Before doing so, please note that a maximum of 4 participants can be on the call at the same time.

From your CRM

If your CRM s supported (we currently support Zendesk, Salesforce and more), you'll find a dedicated button in the ticketing UI to send a link to the customer so that they can join a call.

This is the best method to invite a customer to join a videocall, as the call will be linked to the ticket itself, meaning all the updates of the call will be added there.

By sending an email/SMS

From the stream interface, you should see a button called 'Invite', which will open a pop up once clicked. There, you can find the option to send an email to the customer, which can be more convenient in case you're not currently engaged in a chat or a conversation with them.

Before sending the email, you have the possibility to add a custom message to it, and your guest will receive that plus a button to join the call.

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