ABOUT VIRTUAL MEETING PREFERENCES
NOTE: This article reflects product changes that will go live the week of Aug 8
You can update virtual meeting details on your user dashboard. Calls are categorized as either direct calls (1-on-1) or group calls (2 or more participants + you).
If the context of your email or a standard codeword don't suggest you will be meeting in-person, Clara schedules a virtual meeting by default. For example, "call" or "chat" implies virtual meetings to Clara while "meet" implies in-person.
VIRTUAL MEETING LOCATIONS
Clara can schedule virtual meetings via several methods, and will include specific dial-in or access details in the meeting invite:
You can set the channel details, duration, and additional text-based information for each virtual meeting location on your user dashboard. In addition, you can designate a particular virtual meeting location for use in international meetings.
For example, you could set the standard codeword "demo" to relate to a particular virtual meeting location that is your Skype for 45 minutes whereas your Group Call Default is Google Hangouts for 30 minutes and your Direct Call Default is a phone call for 15 minutes.
DIRECT CALL DEFAULT AND GROUP CALL DEFAULT
If a Standard Codeword isn’t used and the context doesn’t suggest otherwise, Clara will schedule the call via these defaults based on the number of participants in a meeting.
If you’d like to use a meeting method other than the default, you can indicate this to Clara in your email. For example, if your Group Call Default is your Google Hangouts but would like to use Skype on a particular call you could say something like “CCing Clara to help get a Skype call on the calendar.”
If your participant asks to use a virtual meeting location other than your default, Clara may ask for your permission before proceeding.
- If you have a static conference link that is not specifically called out as a virtual meeting location type, please add it as a Conference Line.
- If you'd like to use the same virtual meeting method for both direct and group calls, make sure Group Calls is toggled on. Otherwise, it will be exclusively used for direct calls. You can still set these Virtual Meeting Locations as a Direct Call Default.