How to Start a Call

This guide walks you through the process of initiating and handling a video call between a customer and an attendant using the CallVideo platform.

Prerequisites

Before starting a call, ensure you have the following services running:

• CallVideo API
• CallVideo Socket Server
• CallVideo Attendant application
• CallVideo Customer application

Tip

If you haven’t set up these services yet, follow our Quick Start Guide first.

Starting a Call as a Customer

1. Access the Customer Application

   Open your browser and navigate to the customer service application URL for your account.

   Example: http://nubank.localhost:6803/nudevice

2. Complete the Customer Form

   Fill out all required fields in the customer form.

3. Grant Camera and Microphone Permissions

   When prompted, allow the application to access your camera and microphone.

   Caution

   If you deny these permissions, you won’t be able to participate in the video call.

4. Submit the Form and Wait

   After submitting the form, you’ll be placed in a virtual queue. The screen will display your position in the queue.

Handling a Call as an Attendant

1. Access the Attendant Application

   Open your browser and navigate to the attendant application URL.

   Example: http://nubank.localhost:6802/login

2. Log In to the Attendant Portal

   Enter your credentials:

   • Username/Email
   • Password

   Tip

   If you don’t have a username/email and password, ask the development team for access.

3. Navigate to the Dashboard

   After logging in, you’ll be directed to the attendant dashboard where you can see:

   • Current queue status
   • Your availability status
   • Recent call history

4. Receive an Incoming Call

   If you set your availability status to “Available,” you’ll be automatically assigned to customers in the queue.

   Set your status to “Available” by clicking your profile picture in the top right corner, until the status indicator turns green. You should automatically be assigned to the call.

5. Conduct the Call

   During the call, you can:

   • Toggle your camera and microphone
   • Share your screen if needed
   • Send and receive chat messages
   • Share files with the customer

6. End the Call

   When the interaction is complete, click the “End Call” button. You’ll be prompted to submit the call tabbings, which are used to record the call’s results on the platform.

Troubleshooting Common Issues

Video or Audio Problems

• Ensure your camera and microphone are properly connected
• Check that you’ve granted browser permissions
• Try refreshing the page if media isn’t loading
• Verify that no other applications are using your camera or microphone

Connection Issues

• Check your internet connection
• Ensure all backend services are running

For persistent issues, contact the development team with specific error messages and steps to reproduce the problem.