Invite Participants to an Audio Conference Call

When a call needs another person on the line, you can dial them in without hanging up. The moment your invitation goes out, the existing call becomes an audio conference.

Before you start

The Cloud Voice App for Web must be set to Web Client mode. If it isn’t, the option to add participants won’t be available.

Caution

Web Client mode is required. If the app is in any other mode, the Add Participant button never appears and you cannot start a conference from an active call. Check the mode selector before you dial the extra person.

Add participants during a call

1. While the call is active, click Add Participant in the lower-left corner of the call window.
2. Use the panel on the right to bring people in, using either of the approaches below.

Pick from a list

Choose a list, then click the extension user or contact you want to dial.

Search for someone specific

1. In the search field, look up extension users or native contacts using any of the supported filters, or reach an external party by typing their phone number directly.

   Invitee	Search by
   Extension users	Extension name, extension number, email address, or mobile number
   Native contacts	Contact name, company name, email address, or mobile number
   External users	External number

2. Click the person you want in the search results.

Tip

To reach someone who is not saved as an extension or a native contact, type their full phone number in the search field and pick the result. External parties can only be found this way (by number), never by name.

What happens next

• The call becomes an audio conference. You’ll see the invitation being placed to the new person while your current conversation continues uninterrupted.

  

  Note

  • If the person you invite is an extension user with call forwarding rules in place, the Cloud Voice App keeps ringing them until the call times out.
  • To withdraw an invitation, click beneath that invitee.

• Whoever sends the first invitation becomes the conference Host and can manage the call. For the full set of host controls, see Control an In-progress Audio Conference.