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You can start a video call with a customer straight from their contact in the CRM. They join from a link in their browser, with no account and nothing to install, and they wait until you let them in. This guide starts a meeting with a demo contact, Dana Example, and follows both sides of the call.

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Start the meeting

1

Open the contact

Click CRM in the left rail, open Contacts and click the person. Under Contact info, click Video meeting, then Meet now.
The contact Dana Example with Video meeting, outlined, and its menu Meet now, outlined, Schedule and Copy invite link

Video meeting, then Meet now

Schedule… books a meeting for later instead, and Copy invite link copies a link without starting anything.
2

Choose how they get the link

The Title is filled in for you. Under Send the link, tick Email the link to email it to the contact, or leave it unticked to share the link yourself. Record this meeting records the call. Then click Start meeting.
Start a meeting: Title Meeting with Dana Example, Record this meeting, and Email the link dana.example@example.com unticked, outlined, with Start meeting, outlined

Start meeting, with the email left unticked

3

Share the link

You join the meeting straight away. Click Copy and send the link to your customer, for example in a chat or a text. The link works for 24 hours, and anyone who opens it waits until you let them in.
You're in the meeting. Share this link so they can join. They don't need an account, outlined, the blurred link, Copy, outlined, and Link expires

You're in the meeting (the link is blurred here)

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What your customer sees

Your customer opens the link in their browser. They can check their camera and microphone, type their name and click Join meeting. The page then says they are asking to join and that someone in the meeting will let them in.
Meeting with Dana Example: a camera preview, Microphone and Camera, the Your name box, outlined, and Join meeting, outlined

The customer's join page

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Let them in

The meeting stays open in a small panel at the bottom right of Hiveku, so you can keep working. When your customer asks to join, it shows their name with Admit and Deny. Click Admit.
The meeting panel Meeting with Dana Example: Dana Example wants to join, with Admit and Deny, outlined

Dana Example wants to join

You are now on the call together. Your customer sees both of you, with buttons for their Microphone, Camera, Share screen, Chat and Leave.
The customer's call window with two tiles, Dana Example and the host, and Microphone, Camera, Share screen, Chat and Leave at the bottom

The call, as your customer sees it

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End the call

The panel shows how many people are in the call. Leave takes you out of the call. End for all ends it for everyone after you confirm, and your customer then sees that the host ended the meeting.
The meeting panel with 2 people, outlined, and the Leave button and End for all, outlined

Leave, or End for all

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Good to know

  • Nothing to install. Your customer joins in their browser and does not need an account.
  • Keep a record. The meeting is not added to the contact’s activity on its own yet. To keep one, open the contact’s Meetings tab and use Log meeting after the call.
  • More: Add Booking to Your Website lets customers book a meeting themselves.