Meet Overview

Clientana Meet is the product area for live rooms, participant audio and video, screen sharing, captions, translation, and meeting recording when enabled.

What Meet is for

Use Meet when customers need a live conversation, product walkthrough, support session, team call, customer demo, or collaborative meeting. Meet issues usually involve room access, camera, microphone, screen sharing, captions, translation, mobile layout, or recording the meeting.

Core workflow

1. Open or create the meeting room.
2. Confirm the correct workspace and participant identity.
3. Allow camera and microphone permissions.
4. Join the room.
5. Share screen, enable captions, enable translation, or record the meeting when needed and available.
6. Send support the meeting link, time window, and participant impact if anything fails.

What support should ask first

Ask for the meeting room link or name, workspace, affected account email, browser, operating system, approximate time, affected participants, and whether the issue is about joining, media, screen sharing, captions, translation, or recording.

Product boundaries

Meet issues happen during live rooms. If the customer is asking about a completed recording in the library, export, share links, comments, or processing after capture, route the case to Record.