Starting a Session from Dynamics

This article outlines the basic way in which an agent within Omnichannel for Customer Service can start a ScreenMeet session.

Steps to Create Session

1. Navigate to Omnichannel for Customer Service within your given Dynamics organization.
2. Receive and open the support chat from a user that needs assistance from your business
3. When a ScreenMeet session is deemed necessary in order to best assist the user, click on the "Start ScreenMeet" button. This button is located near the end chat button
4. Once the Start ScreenMeet button is pressed, a new tab will open within your current Omnichannel for Customer Service. Select any/all relevant ScreenMeet features and/or the relevant ScreenMeet product that is needed.
5. Once the session is created, you can copy the "Invite URL" and paste it to the user in your support chat so they may join it accordingly.
6. Once the session has been created, both the user and the agent can join it to utilize the ScreenMeet platform and products.

Example Screenshots