Help CenterPlatform · Communication

Video Conferencing

Start meetings, pass the microphone check, use compact hand-raise and reaction controls, and review the client-scoped archive.

Updated Aug 21, 2026 9 steps 18 questions answeredOpen this page in the platform
On this page

Overview

Video Conferencing is your Communication meeting space. Start an Internal meeting for your team or a With Deal meeting linked to a CRM deal, pass the green-room microphone check, join voice-first with the microphone on and camera off by default, and review your workspace's archive. The client archive starts on Meetings with SalesHive Team and separates Internal Meetings from Meetings with Prospects. If the room connects without a live microphone track, a recovery banner offers Reconnect microphone. On some hosted meetings, the floating camera overlay stays available in Settings but does not open automatically from Join. When the overlay is enabled and the meeting allows automatic opening, Share screen or Share screen + audio can open it from the same gesture; Share audio only does not. The shared call dock remains usable in compact windows: labels collapse, the row scrolls horizontally, and its menus stay above the dock. Every participant can use the shared dock to raise a hand or send a short reaction. A raised hand stays visible until lowered and moves that participant to the top of People. Reactions appear briefly on the sender tile. Calls record automatically, but the room keeps an honest Starting or Confirming state until LiveKit or the authenticated recording service verifies the active recording. Once confirmed, every participant receives the notice and sees the persistent Recording indicator, even if room metadata is delayed. The in-call dock now uses a tighter default row, and floating page help, feedback, and AI launchers stay hidden on Video Conferencing routes so they do not cover meeting controls.

How to use this page

  1. Start a new meeting

    Select Start New Meeting and add an optional title. Choose Internal for your team only, or With Deal for a meeting linked to a CRM deal. With Deal prompts you to choose the client CRM deal before you create the link.

  2. Share or open the reusable link

    When the link is ready, select Copy to share it, Done to return to the archive, or Open Meeting to enter the green room. The link stays reusable until the meeting is canceled. There is no separate recurring-meeting checkbox.

  3. Check the green room

    Before entering, choose your microphone and camera and set None, Light blur, Strong blur, or an available backdrop. The green room checks microphone access before Join meeting, and Join meeting stays disabled while the check is running or when it reports an error. Re-select a device or choose Retry microphone if needed. Participants enter voice-first with the microphone on and camera off by default. Read the recording notice before you join. On some hosted meetings, the floating camera overlay stays available in Settings but does not open automatically from Join. When the overlay is enabled and the meeting allows automatic opening, Share screen or Share screen + audio can open it from the same user gesture later; Share audio only does not. Public invite guests use this same green room and enter voice-first after the microphone check.

  4. Use the in-call controls

    Use Mic, Start video, Share, Chat, Transcript, People, Background, Music, and Settings while connected. The room performs one initial live-track check after connection. If it cannot publish a live microphone, an alert explains the problem and offers Reconnect microphone. Settings lets you switch available devices and adjust call display options. Calls record automatically on this client surface, so the employee host-only Record control is not shown here. Starting or Confirming remains visible until LiveKit or the authenticated recording service verifies the recording. Once confirmed, every participant receives the recording notice and the header shows Recording. When a camera is off, the profile photo stays above the name so the participant label remains readable. When the floating camera overlay is enabled and the meeting allows automatic opening, choosing Share screen or Share screen + audio requests it from that same gesture; Share audio only does not. If Share cannot start, SalesHive shows a screen-share message that explains whether browser or system permissions blocked capture, no display or window was available, another app is using capture, this browser or context does not support sharing, or you canceled the picker. Follow the message and try Share again. The dock uses a compact row by default. At narrower call widths, labels collapse to icons. At very narrow widths, the row scrolls horizontally. Background, Share, Music, and Settings menus stay anchored above the dock instead of being clipped.

  5. Raise a hand or send a reaction

    Select Raise hand when you want to speak. The control changes to Lower hand, a hand badge stays on your participant tile until you lower it, and raised participants move to the top of People. Select Reactions and choose Thumbs up, Applause, Heart, Laugh, Celebrate, or Thinking. The reaction appears briefly on your tile for everyone in the room. Hand raises and reactions do not change the meeting record or recording.

  6. Add your AI Rep

    Select AI Rep in an active call when the control is available. Choose Join this meeting for live assistance, or Start a training session so the rep can learn what you teach for future calls. Select Dismiss AI to remove it.

  7. Choose an archive view

    The archive opens on Meetings with SalesHive Team for calls between your team and SalesHive. Select Internal Meetings for calls hosted within your company, or Meetings with Prospects for calls linked to prospects in your CRM. Each tab keeps the same deal-scoped search, recording, and transcript controls.

  8. Search the meeting archive

    Search title, client, or host, then select Search. Use All sources, All recordings, and All transcripts to narrow the results. The archive is scoped to the meetings available in the selected client workspace.

  9. Review recordings and transcripts

    Select a meeting title for its details. Watch opens a ready recording, and Transcript opens a ready transcript. Meeting titles and linked records open in a new tab so an active call stays open. Calls record by default, and the active Recording indicator stays compact in the call header.

What the buttons do

Start New Meeting
Opens the form for an Internal or With Deal meeting.
Internal (meeting type)
Creates a meeting for your team without linking a CRM deal.
With Deal (meeting type)
Creates a meeting linked to a CRM deal.
Client CRM deal
Selects the CRM deal for a With Deal meeting.
Create Link
Creates the reusable meeting link with the selected context.
Copy
Copies the ready meeting link.
Open Meeting
Opens the green room so you can check devices before joining.
Join meeting
Confirms the completed microphone check and enters the meeting with the microphone on and camera off by default.
Retry microphone
Rechecks microphone access in the green room after a permission or device error.
Meetings with SalesHive Team
Shows calls between your team and SalesHive and is selected by default.
Search
Applies the text entered in the meeting search field.
Watch
Plays an available recording from the meeting archive.
Transcript
Opens an available transcript from the meeting archive.
Internal Meetings
Shows calls hosted within your company.
Meetings with Prospects
Shows calls linked to prospects in your CRM.
Mic
Mutes or unmutes the microphone after you enter the call.
Reconnect microphone
Re-publishes a live microphone track when the room detects that the initial microphone did not start or was interrupted.
Share
Opens the screen-share choices. Share screen and Share screen + audio can also open the floating camera overlay from the same gesture when it is enabled and allowed; Share audio only does not. SalesHive shows a clear message if capture is blocked, unavailable, unsupported, already in use, or canceled.
Settings
Opens device and call display settings, including the floating camera overlay preference and manual open action when supported.
Raise hand / Lower hand
Keeps or clears a visible hand badge on your participant tile and prioritizes raised participants in People.
Reactions
Opens six quick reactions that appear briefly on your participant tile for everyone in the room.

Common questions

Meetings with SalesHive Team is selected by default for calls between your team and SalesHive. Internal Meetings is for calls hosted within your company, and Meetings with Prospects is for calls linked to prospects in your CRM.
Select Internal Meetings for calls hosted within your company, or Meetings with Prospects for calls linked to prospects in your CRM. Each tab applies the same archive search and recording or transcript filters.
It links a new meeting to a CRM deal. Choose the client CRM deal before creating the link.
The client view is scoped to meetings available in the selected client workspace, including calls between your team and SalesHive, calls hosted internally, and calls linked to prospects. On compact windows, the labels collapse to icons, the dock scrolls horizontally, and the Background, Share, Music, and Settings menus remain anchored above it.
Yes. Calls record by default on the client surface. Starting or Confirming remains visible until LiveKit or the authenticated recording service verifies the recording. Then every participant receives the notice and sees the persistent Recording indicator. The employee host-only Record control is not shown here.
No separate checkbox is needed. Every link created by this form stays reusable until the meeting is canceled.
Join this meeting adds live assistance. Start a training session lets the rep learn what you teach for future calls.
The profile photo stays in the space above the name so the participant label remains readable in filmstrip, grid, and focus views.
Mic, Start video, Share, Chat, Transcript, People, Background, Music, and Settings stay in the bottom control dock below the meeting workspace. If the room cannot publish a live microphone, a recovery banner offers Reconnect microphone.
When the overlay preference is enabled, the browser supports it, and the meeting allows automatic opening, Share screen and Share screen + audio request the overlay from the same user gesture. Share audio only does not. Use Settings to open it manually when a meeting or browser does not allow automatic opening.
A public invite link opens the guest green room with the same microphone check used by the app. The guest must pass that check before selecting Join meeting, then enters with the microphone on and camera off by default. The guest can use Mic to mute after entering.
There is no separate Join muted path in the green room. Complete the microphone check and join voice-first with the microphone on, then use Mic to mute after entering.
Before joining, wait for the microphone check to finish. If it reports blocked or unavailable access, choose another input or select Retry microphone. After joining, use Reconnect microphone if a recovery banner appears, or open Settings to choose an available device.
Some hosted meetings keep the overlay available through Settings without opening it automatically from Join. If the preference is enabled and the meeting allows automatic opening, choose Share screen or Share screen + audio to request it from that gesture. Share audio only does not open it. Unsupported browsers and an explicit Settings opt-out also keep it closed.
If Share cannot start, SalesHive shows a screen-share message that explains whether browser or system permissions blocked capture, no display or window was available, another app is using capture, this browser or context does not support sharing, or you canceled the picker. Follow the message and try Share again.
A hand raise stays on your tile until you select Lower hand, including for people who join later. A reaction appears for about four seconds, then clears automatically. Neither action changes meeting or recording data.
Wait for the participant notice and persistent Recording indicator before treating the call as recorded. The room is checking the authoritative recording service and will keep retrying if the room metadata signal is delayed.
They stay hidden throughout Video Conferencing routes so they do not cover the meeting workspace or bottom call controls. They return when you leave the Video Conferencing route.
More in Communication
Chat Meeting Details
Still stuck?

Get an answer from a real person

These guides cover the everyday questions. For anything they miss, we are easy to reach.

Book a strategy call

Ready to fill your pipeline?

Choose a 30-minute time and we will map out exactly how SalesHive can book meetings for your team.

Loading available meeting times