Using Meetings to Upgrade to Live Experience Engagements

Use meetings to upgrade from non-Live Experience channels (like telephone, email, or SMS) into a Live Experience engagement so that you can have two-way audio, two-way video, or screen sharing features.

If your company has a number that customers call to get product support, for example, it sometimes makes sense to switch to a video call so that you can see the product that the customer needs support with. You can direct the customer to a specific page on your website or mobile app that starts a Live Experience meeting. Your customer can tap on the Live Experience widget to start the meeting.

Or, for example, your company has a support form on your website or mobile app where your customers can create a support request. You might begin by exchanging email messages, but you may want to have a voice or video call with the customer to give them the best support experience possible. You can set up a scheduled Live Experience meeting and email the customer the meeting URL.

See The Associate Desktop Welcome Screen for details.