Using Notify for making conference calls

Notify administrators, major incident managers, or communications managers can manage conference calls.

Conference call records are stored on the Notify Conference Calls [notify_conference_call] table. Conference call participant records are stored on the Notify Conference Call Participants [notify_participant] table.

Conference call and participant records are created automatically when starting and connecting to a conference call. Most fields, such as the Duration of a call, are set automatically using business rules.

Note: If a participant attempts to join a conference call using an invalid phone number, the caller is added to the participant list and the phone number is marked with a status of Invalid.

Notify administrators, major incident managers, or communications managers can manage conference call participants.

Several conference call workflows are available by default. These workflows can be used for incoming and outgoing calls and incoming SMS messages. Conference call workflows are:

• Notify: (Re)join Conference Call
• Notify: Join Conference Call Via SMS

• Notify: (Re)join Conference Call with muting

  Note: Notify: (Re)join Conference Call with muting is available only with demo data.

The number groups Conference Call Group and Notify On Task Group use these conference call workflows by default.

• Start a conference call
  Start a conference call from a task or an incident communication plan by inviting one or more users to join a call. The conference will not start until at least two participants join.
• Add participants to a conference call
  Add a participant to a conference call using Notify.
• Mute or unmute all participants
  As a communications manager or a conference call host, mute/unmute all the conference participants from the workbench.
• Mute or remove a conference call participant
  As a communications manager, you can mute or kick conference call participants.
• Send a message to conference call participants
  Send a brief message as a text or voice message to the participants of a conference call to set a context to the call.
• Viewing conference call information
  Conference calls are listed as system activities in the Activity section of the Incident Communication Plan form and also are listed in the Conference Calls related list.
• List of Notify calls
  If you are a Notify administrator, you can view a list of calls and the status of a call made to or from Notify. The call records help in reporting and analytics.

Parent Topic:Using Notify