Help Center

Managing a Live Conference

When there is at least one caller connected into the conference bridge, the Live Conference tab displays the caller list along with controls to change the conference settings and participant status. This allows you to mute or un-mute specific callers, assign names to phone numbers, and change many settings for the active conference.

Modify Conference Settings

All conference calls begin with the default feature settings, which can be modified via the Settings tab. The active settings are displayed in the top row. Clicking on a specific setting button triggers a drop-down selection box, allowing you to modify the setting for the active conference call.

• Conference Mode – Controls speaking privileges. See Settings for mode descriptions.
• Security – Locking the conference prevents new callers from joining.
• Entry/Exit Alerts – Announcements that play when callers arrive or depart the conference.
• Recording – Turn recording on or off for the active conference.

Assign Caller Name

If the caller’s phone number was not previously added to the Caller List, the Caller Name column displays the name provided by the caller’s phone company. Some mobile providers do not provide a name (the field may show “WIRELESS CALLER”). Often, the caller name is displayed with the last name first (e.g., “SMITH SALLY”). The assigned name can be stored in the Caller List.

Apply Actions To Callers

There are multiple options for changing the active status of callers in the conference. For example, you can click on an empty box in the Host column to promote that caller to a Host. The full set of caller actions can be accessed by clicking on the number displayed in the Caller ID column.

• Add Star (Remove Star) – Add Star (Remove Star) - Same as clicking on a blank star icon in the second column.
• Send to Sub Conference – Move caller to a sub conference. (Learn more at Breakout Rooms.)
• Promote to Host – Same as clicking on a blank box in the Host column.
• Mute Caller (Un-mute Caller) – Same as clicking on the box in the Muted column.
• Place on Hold (Take off Hold) – Places caller on music-on-hold, temporarily removing them from active conference.
• Increase Volume – Increases the caller's speaking volume. Repeat to further raise the volume.
• Decrease Volume – Decreases the caller's speaking volume. Repeat to further reduce the volume.
• Drop Caller – Removes the caller from the conference call by terminating the caller's phone connection.
• Add to Caller List – Adds this caller to the stored list accessible via the Caller List tab.

Apply Actions To Multiple Callers

You can use the first column to select multiple callers and simultaneously apply an action to them. For example, you can select some of the participants and temporarily place them on hold, while the remaining participants engage in a private conversation. Click on one or more of the checkboxes in the left column, then click on the More button to choose the action to apply to the selected callers. In the example below, the host first checks the boxes associated with two of the callers, and then clicks on the More button, which will apply the same action to both callers.

In this example, Place on Hold was selected, and the panel display indicates the revised caller status in the Activity column.

Using the Star Column

You can “flag” a participant by clicking the corresponding star icon in the second column. This allows you to keep track of certain callers during a conference. If you sort the callers by that column, the starred participants will persistently be listed at the top of the caller list display.