Working With Conferences

Updated at August 30th, 2024

Prerequisites:

  • Adding new conferences requires an administrator to take action. Please contact support to get set up.
 

This article will cover conference bridges and how to create and manage them.

Displaying the Conferences Page

All conference tasks are performed from the Conferences page. To display this page, click the Conference icon on the menu bar:

The following figure shows an example of the Conferences page. Thebutton at the top-right side of the page refreshes the information.

Adding Conferences

The following procedure describes how to add conferences. When adding a conference, we recommend you require a leader to start the conference; otherwise, anyone with your participant code can use your bridge.

  • From the Conferences page, click the Add Conference button. The Add a Conference pop-up window appears.
  • Complete the fields.
  • Click Add Conference.
Setting Description
Name Enter a name for this bridge. The name should allow you to differentiate this bridge from other bridges you configured.
Type

Select the conference type. Choices are:

  • Dedicated conference bridge = a shared bridge on its dedicated extension.
  • Owned conference bridge = a bridge associated with a user on the system (for example, the bridge for user 111).
Extension Adding a conference: select the extension used to join this conference.
Editing a conference: read-only field that shows the extension.
Direct Phone Number

Select the phone number used to join the conference.

Owned bridges also have a direct dial field, which is the number internal users can dial to access the bridge.

Leader PIN Enter the personal identification number (PIN)  the leader will use to authenticate access when joining the meeting. This PIN is private and should only be known by internal staff.
Participant PIN Enter the PIN that participants will use to authenticate access when joining the meeting. Distribute this PIN to all guests of the meeting.
Minimum Participants to start Select the minimum number of participants that must attend the conference before it can start.

Options

Select the following options:

  • Require a Leader to start = When checked, the system requires a leader to start the conference. If unchecked, the conference call will start when the first participant joins, regardless of whether a leader is present.
  • Prompt all participants for their name = When checked, the system prompts users for their name when they join the conference call.
  • Announce participant arrivals/departures = When checked, the system either beeps or announces when a participant joins or leaves the conference.
  • Click Save

Editing Conferences

There might be times when you need to edit conferences. For example, you might want to change the leader or participant PIN.

  • From the Conferences page, either:
    – Click a name
    OR
    – Hover over a name, then click theicon at the far right of the Conferences page. For example:

    Either step displays the Edit pop-up window.
  • Complete the fields
  • Click Save.

Deleting Conferences

You can delete it from the system if you no longer need a conference.

  • From the Conferences page, hover over the conference, then click theicon at the far right of the row. A confirmation prompt appears.
  • Click Yes to delete the conference or No to retain it.

Joining a Conference

There are several ways to join a conference.

  • Phones in your system can dial a dedicated bridge via the extension of the bridge. An owned bridge can be dialled by using the configured Direct Dial code.
  • Set a Direct Inward Dial (DID) number to the bridge for inside and outside callers.
  • Participants can call your main number and then be transferred to the bridge, or the bridge can be an option for the auto attendant.

When joining, the system prompts you for your password (either the leader or participant PIN, depending on your role).

Viewing Conference Statistics

You can display historical information about your bridge.

  • From the Conferences page, hover over the conference, then click theicon at the far right of the row.
  • A pop-up window shows statistics about the selected conference.
  • For more information about participants, click the hyperlink under the Participants column.
  • When you are finished viewing the information, click Close to close the pop-up window.

Flowchart

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