Before you make a call it may be helpful to understand the various user types:
As a Web User, you can call another Web User or a Team, a Device User, or a Guest. If you are receiving the call while logged in to Frontline Command Center, you will hear a ringtone and receive a notification with the option to answer the call with/without video.
As a Device User, you will receive a notification depending on your hardware device and settings.
As a Guest User you need to follow the instructions in the email or the SMS message or open the invite link.
It is also possible to see the notification on your desktop. For that, the user needs to enable desktop notifications on their browsers to receive call notifications when they are not in the browser window. To enable this, on your browser, go to Settings > Privacy and Security > Site Settings and then scroll down to Notifications, in the pop-up window that appears.
Once you initiate the call, you will be inside of xAssist, waiting for further participants to join the call.
On the Assist dashboard, you are able to see the Ongoing Calls, Waiting Calls, Scheduled Calls, and Call Statistics.
Joining an Ongoing Call or Waiting Call
If there is already an ongoing call that you have been invited to, you can also enter the call by clicking on the Join button that is on the Ongoing Calls tile.
Starting a Scheduled Call
If there are any calls scheduled for the future you can start them instantly or at the scheduled time by clicking the Start button on the Scheduled Calls tile.
It is possible to join calls as a guest user by being invited via e-mail or with a phone number.
Note: Inviting different user types to Assist calls is explained in our User Types article.
When a Frontline Expert wants to create a conference call, they can preview and edit the basic call settings before the call starts. For example, the Frontline Expert can use the Camera and Microphone toggles to enable/disable them or use the Devices section to switch between the available hardware equipment.
Note: It is possible to apply a custom theme for guest users as well. For more information, see our Custom Theme page.
The easiest way to start a call is from the Contact list.
One-to-one calls can be started by selecting one of the contacts from the list and clicking on the Dial or the Video icon beside them so that you can choose if you want to call the user with or without video.
Conference calls can be created by clicking on the Create Conference icon. It will open a modal to add a Title(*) and to add participants to the call from the Invite Participants dropdown menu in which the user can search for other registered users or invite guest users by adding their e-mail address or phone number. It is optional to add a description of the call under the Description section or define the Call Type (Immediate, Scheduled, or Service Request) as call details.
When a Frontline Expert wants to create a conference call, they can preview and edit the basic call settings before the call starts. For example, the Frontline Expert can use the Camera and Microphone toggles to enable/disable them or use the Devices section to switch between the available hardware equipment.
With the preview shown below, it is possible to see all the call details, such as title, description, organizer, participants, time and duration.
In case there is no answer, the web expert can end the call.
Connection Test is used to check if your device is ready to have a Assist call. When clicked, the Frontline Command Center will test the browser requirements, microphone, speakers, webcam, infrastructure and transmissions for possible errors.
You can test your connections while previewing your call by clicking on Connection Test at the bottom of your call preview. It will take a couple of seconds for the FCC to check possible errors. When the tests are successful, the items will turn green, and you will be notified with a banner that you are ready to make Assist calls.
In case of any failed test, you will see the specific item turn red. You will then have the following banner:
It will be helpful to check Assist network requirements by clicking on the link within the banner.
You can also click on support, and directly send an email to your server administrator, explaining your issue by mentioning the failed item in the connection test.
Note: By clicking on the Dial icon next to your name in the Dashboard and selecting Connection Test under your contacts list, you can have your connections tested on a regular basis.
There are 4 different types of calls:
To initiate this, the Expert simply has to click on the Dial button next to the offline users.