Zoom with Call0Agreed on the phone, created as a Zoom meeting.
If your consultations take place by video, the agent creates the meeting along the way, so you do not have to set it up afterwards.
Start without an account.
What your agent does during the call
Schedule a meeting
The meeting gets a topic and a start time. Unless stated otherwise, it lasts thirty minutes.
How it sounds on the phone
- CallerI’d like an initial consultation on inheritance law, can that be done online?
- Call0Yes, initial consultations are held by video. Would Monday at eleven suit you?
- CallerMonday at eleven is fine.
- Call0What is your name, please, and which email address may the law firm send the access link to?
- CallerGerda Thalmann, g dot thalmann at freenet dot de.
- Call0The video call has been set up for Monday at eleven. You will receive the access link from the law firm by email.
Zoom meeting “Initial consultation Thalmann” for Monday, 11am
How to connect it
- Search for Zoom under “Integrations” and start with “Connect”.
- Sign in with the Zoom account the meetings should run under.
- Agent0 asks about appointment types, the usual duration and the times at which you offer video appointments.
At the end of setup you choose which actions your agent may use.
What the integration does not do
- With this action, Zoom sends no invitation to the caller. You send the link, or a connected email mailbox does.
- The agent does not check in Zoom whether you are free at that time. For that it needs a connected calendar.
- Changing or cancelling meetings is not one of the standard actions.
Questions about Zoom
How does the link get to the caller?
By email from you. If a Gmail or Outlook mailbox is connected as well, the agent can send an email during the call.
Is the meeting in my calendar too?
In Zoom, yes. In your calendar only if your Zoom account syncs with it or the agent additionally creates a calendar event.
Does this work with Microsoft Teams as well?
Teams has no built-in action. There you choose during setup what the agent may use. The video appointment described here is created in Zoom.
Listen to your agent.
Enter your website and let it call you.