Overview
Video stays within the selected client workspace for authorized clients and employees. Create reusable Company call links for your team and invited guests, or Prospect call links for a sales opportunity. Find active and reusable links in Meeting links. Use the single Previous meetings list to review recordings, transcripts and shared notes. SalesHive’s internal CRM conference workspace remains separate. Employees see a notice naming the selected client, because every meeting created here, including company calls, belongs to that client. On an eligible prospect call, Show Prospect Our View explicitly shares the current deal brief, Discovery, Coach, live internal notes and AE Sales Notes with everyone connected to that meeting. The shared sales view is read-only: Next Steps, note editing and CRM action links stay unavailable to attendees. Stop showing our view ends sharing. Leaving as the presenter also ends it, and rejoining does not restore it. Allow a few seconds for changes to appear.
How to use this page
Start a new meeting
Select Video in the sidebar, then New meeting. Add an optional title. Choose Company call for your team or invited guests, or Prospect call and Your sales deal for an opportunity in this workspace. The selected client stays fixed. Choose an optional time, then Create Link. When a dropdown shows a search field, type to narrow its choices. Press Escape from that field to close the menu and return focus to its button without changing the selected value. Reopening starts with an empty search.
Share or open the reusable link
When the link is ready, select Copy to share it, Done to return to Video, or Join meeting to enter the green room. The link stays reusable until the meeting is canceled. There is no separate recurring-meeting checkbox.
Find and reuse a meeting link
In Meeting links, choose All calls, Company calls, With SalesHive or Prospect calls. Enter a title in Search links, then press Enter or select the magnifying-glass button. Use Copy link to invite someone, Start / join for a ready link, or Join for a live call. Select the calendar icon beside a link to download a 30-minute event, then adjust it and invite guests in your calendar. Use Previous and Next for more links, or the Refresh meeting links icon to reload the list.
Check the green room
On wider screens, device settings sit to the left of the full-frame camera preview. On narrow screens, the preview sits above the device settings. The preview keeps its shape. The recording notice, Cancel and Join meeting stay outside the scrolling settings area, so you can reach them without scrolling to the bottom. Choose your microphone, speaker, and camera. On supported Chrome and Edge browsers, the Speaker menu routes call audio to the selected headphones or output device. On supported browsers, apply None, Light blur, Strong blur, or an available backdrop for this call. Background processing happens on your device and requires a supported WebGL2 browser. The green room checks microphone access before Join meeting and keeps Join meeting disabled during a failed check. Select Retry microphone or choose another device if needed. Participants enter voice-first with the microphone on and camera off by default. Floating cameras are off by default. On supported Chrome and Edge browsers, Join meeting opens them only after you have enabled Open floating cameras automatically in your account. Signed-out guests start with automatic opening off.
Use the in-call controls
Use Mute or Unmute, Start video or Stop video, Background, Share, Music when available, Settings, Chat, People, recording controls when authorized, and Leave in the bottom dock. Start video uses one LiveKit camera request to prompt for browser permission and publish the camera selected in Settings. A blocked, missing, busy, or unavailable camera produces a recovery message instead of a silent failure. Background choices apply to the current call and switch on the local camera without replacing the track. Share screen and Share screen + audio can open floating cameras when your saved automatic-opening setting is on; Share audio only does not. Use Settings, Open floating camera overlay to open the window for this call without changing that setting. Camera tiles show the full frame by default. Turn off Show full camera frame to crop cameras to fill their tiles. Open Chat to send a message or web link to the room. After the message is delivered, SalesHive saves it to this exact meeting occurrence for Meeting Chat in Notes.
Mute, unmute, and recover audio
Select Mute to stop sending microphone audio. The control changes to Unmute. Select Unmute to restore the same LiveKit microphone path and its existing processing. If unmute fails, follow the message for blocked browser access, no microphone, another app using the device, or Settings recovery. Use Reconnect microphone or Settings > Restart microphone if the track still does not recover.
Leave or close the occurrence
Select Leave when you are done. If other human participants remain, their call stays live and host controls transfer when needed. If you are the final human participant, SalesHive closes the current occurrence automatically, finalizes its recording and notes workflow, and keeps the reusable meeting link available for a fresh call. Closing the tab, refreshing, or losing the connection starts an eight-second reconnect grace. If no human participant returns, that exact occurrence closes. Silent recording, notes, or AI workers do not keep an empty call active.
Control recording as the host
When signed in as the creator or current host of a Company call or Prospect call in your workspace, select Stop recording to stop capture without ending the meeting. Earlier footage stays saved, and live notes and transcription continue. Recording stays off for this occurrence until an authorized host selects Record. Confirm the Recording indicator before relying on capture. After stopping, wait for confirmation. If the stop is unconfirmed, check the indicator and select Stop recording again when available to check its status. An error does not prove capture ended. If the message says the recording changed while stopping, refresh its status first. Client hosts cannot control recording on With SalesHive calls.
Use shared Notes and Transcript
On an eligible SalesHive-hosted linked client or prospect call, use the shared command center beside the video stage. On a pre-signature prospect call, Notes are labeled Shared with everyone, read-only and organized as Your SalesHive strategy recap. It selects supported goals, SalesHive fit, the recommended approach, engagement expectations, open decisions, and agreed next steps from spoken conversation, delivered meeting chat, and the prior shared document. Meeting Chat preserves each delivered sender, time, message, and supported clickable web link separately from the recap and speech-only Transcript. Select Copy shared notes or Download shared notes for the current participant-safe document. Open Transcript to review timestamps, search spoken text, filter by speaker, add browser-only bookmarks, copy a line, or download the current text. Scrolling back, searching, or choosing one speaker pauses automatic follow until you select Jump to latest. Active-client and onboarding shared workspaces keep their existing controls, and switching tabs does not restart transcription. Live transcription follows your selected published microphone and stops capturing it while muted or unpublished. Changing the microphone reconnects capture to the selected input. Check the displayed transcript status if speech is missing; a connected video call alone does not prove transcription is working.
Adjust devices and noise cancellation
Select Settings to switch microphone, camera, or speaker, restart a problem microphone, and control display preferences. On supported Chrome and Edge browsers, choosing a non-default speaker can open the browser output-permission picker. A confirmation message names the speaker now carrying call audio. Leave Noise cancellation on for ordinary calls and turn it off for music or instruments. Show full camera frame starts on so each camera is letterboxed instead of zoomed or cropped; turn it off to crop to fill. Keep everyone in grid does not stop a new remote share from opening enlarged. It applies after you select Show workspace, when it keeps cameras and the shared screen in the gallery. On supported Chrome and Edge browsers, Open floating cameras automatically is off by default. Turn it on to save automatic opening on Join or screen sharing to your signed-in account across devices. Open floating camera overlay opens the window for this call even when automatic opening is off. Closing the window preserves your saved choice; turning automatic opening off also closes an open overlay. If saving fails, follow the displayed error and check the switch before leaving.
Raise a hand or send a reaction
Select Raise hand when you want to speak. The control changes to Lower hand, a hand badge stays on your participant tile until you lower it, and raised participants move to the top of People. Select Reactions and choose Thumbs up, Applause, Heart, Laugh, Celebrate, or Thinking. The reaction appears briefly on your tile for everyone in the room. Hand raises and reactions do not change the meeting record or recording.
Choose an archive view
Use All meetings in Previous meetings to see every accessible category in the selected workspace. Choose With SalesHive, Company calls or Prospect calls to narrow the archive. Select All meetings, or select the active category again, to clear the category filter. Search and media filters stay active.
Search the meeting archive
Search by meeting title or host, then select Search. Expand Filters for All sources, All recordings and All transcripts. Each selection updates the results. The number beside Filters counts active source, recording and transcript filters. Set those fields back to their All options to clear them. The archive stays within the selected client workspace.
Review recordings and transcripts
Select a meeting title for its details. Watch opens a ready recording, and Transcript opens a ready transcript. Meeting titles open in a new tab so an active call stays open. The Deal column links to that deal on your Deals page. Calls record by default, and the active Recording indicator stays compact in the call header. In an archive transcript dialog, select Copy all to copy the complete stored transcript to your clipboard. A toast confirms success or reports when browser clipboard access fails. Select Download to save the exact displayed transcript as a plain text file named from the meeting title. The dialog stays open, and compact screens keep both actions available as labeled icons. New SalesHive Video archive transcripts reuse the finalized live speech captured for that exact meeting occurrence and preserve its speaker names. SalesHive does not transcribe the recording again. If live speech was not captured, an available recording remains playable but does not automatically produce a replacement transcript. Completed historical transcripts remain unchanged.
Open the recording and notes follow-up
If an authorized SalesHive host separately sends a participant follow-up, open its private recording and shared-notes link. Platform does not open the employee follow-up review after leaving or ending a call.
Use the host join notice
When another participant first connects, the active host receives a SalesHive Notifications email with the participant name, meeting title, and Join meeting link. The notice is based on a confirmed room connection. Reconnecting to the same occurrence does not send another notice.
Present a remote screen share
On any supported meeting, every remote screen share opens enlarged in presentation mode, including when Keep everyone in grid is enabled. The shared screen uses the full stage and participant tiles move into a compact overlay. If the meeting has a command center or shared workspace, it collapses to a Workspace rail. Select Show workspace to return to the side-by-side meeting layout. If Keep everyone in grid is enabled, that restored view keeps all cameras and the shared screen together. Select Maximize shared screen to return to the full-stage share. The choice affects only your view and resets when sharing stops.
Play background music
When Music is available in a call, open it and choose a track. Choices are Deep Work, Flow State, Night Drive, Clear Head, Steady Climb, City Lights, Bright Signal, In Motion, SalesHive Easy Day, SalesHive Sunshine, SalesHive In the Groove and SalesHive Golden Hour. Everyone on the call hears the music. It starts at 15% volume; drag the Music volume slider to adjust it. When a song ends, the next one in the list starts automatically, and the list wraps back to the top. Select the playing track again or use Stop to end playback.
Schedule a meeting link for later
Select New meeting and enter an optional title. Schedule for later uses your device timezone; leave it blank to meet now. Select the meeting type and required opportunity, then Create Link. Select Add to calendar to download a 30-minute calendar event. Open it in your calendar, adjust the time and duration, and invite guests there. Downloading the file does not send invitations.
Find previous meetings
Use Previous meetings below Meeting links to review completed calls. Search or filter the archive, then open a meeting title, recording or transcript when available. Each row shows its Type (With SalesHive, Internal or With Deal) and the Deal it belongs to, or Not linked.
End a meeting from its shared link
When you join a reusable meeting link while signed in as an authorized host, including a client host, open End meeting and choose End for everyone to close the current call for all participants. This host permission is separate from recording permission. Guests and non-hosts use Leave. If ending fails, the call stays connected and an error explains the problem. The shared-link page shows the ended-call screen after success; it does not open the employee follow-up review.
Read a sales view shared by your rep
When your SalesHive rep explicitly shares an eligible prospect sales view, a read-only notice appears. Review Brief, Discovery, Coach and Notes as available. You cannot edit the notes or use employee Next Steps. The sales panel disappears after the rep stops sharing or leaves.
Identify who is speaking
A gold outline appears around an unmuted participant tile when speech is detected, including a camera-off tile. It fades promptly when speaking stops and clears immediately when the microphone is muted. Screen-share tiles do not receive this outline. No setting needs to be turned on.
Send and recover an in-call chat message
Open Chat in the call dock, enter a message or web link, and select Send message or press Enter. The composer holds your text while sending and clears it after live sending succeeds. If sending fails, read the inline error, keep Chat open, check the connection and try again. During reconnection, wait before retrying. Keep messages within the 4,000-character limit; split a message if the app reports it is too long. Chat drafts are not a saved document. Use Shift+Enter for a new line. Pasted paragraphs and delivered messages retain their line breaks in both the main call and floating Chat view.
Recover a microphone that stops mid-call
If Your microphone stopped sending audio appears, reconnect the device and choose Reconnect microphone, or open Settings to choose another device or Restart microphone. Recovery checks the actual capture source even when audio processing still appears live. A brief device interruption gets time to recover before the warning. Mid-call recovery is explicit and does not automatically turn your microphone on. If recovery says it remains muted, choose Unmute when ready. Speak and check the Settings meter, then confirm with the other participant that they can hear you. A moving meter alone does not prove remote audio delivery.
Use an approved AI video rep
An eligible Client Admin or internal admin or executive who created or hosts the client-linked meeting can choose an active, approved AI video rep and select Turn rep on. Join the call first and wait for its recording to start. While the rep starts, Connecting... or SalesHive AI is connecting... can appear. Wait for it to become ready before speaking; the rep does not begin its response until its browser and voice connection are ready. If no rep is approved, Create an AI video rep opens setup. Links created from AI Video Reps start their configured rep when the authorized signed-in host joins. Turn rep off stops only the rep; the human call and recording continue. Internal team meetings and Self-serve plans do not support this rep. Archived and removed reps are unavailable. Restore the rep in AI Video Reps, then review and approve it before reuse. If startup fails, follow the displayed error before trying again. An allowance-reached message means wait until the next UTC day. For a generic startup failure, open the rep in AI Video Reps, then Recordings and Review call to inspect Call activity.
What the buttons do
- New meeting
- Opens the Company call or Prospect call form.
- Company call (meeting type)
- Creates a call for your team or invited guests without linking a sales opportunity.
- Prospect call (meeting type)
- Creates a call linked to a sales opportunity in this workspace.
- Your sales deal
- Selects the sales opportunity for a Prospect call.
- Create Link
- Creates the reusable meeting link with the selected context.
- Copy
- Copies the ready meeting link.
- Join meeting
- From a newly created link, opens the green room. In the green room, completes the microphone check and enters the call with the selected devices.
- Retry microphone
- Rechecks microphone access in the green room after a permission or device error.
- Speaker
- Chooses the headphones or speaker used for call audio on supported Chrome and Edge browsers. The default speaker remains available.
- With SalesHive (archive tab)
- Filters the archive to meetings with the SalesHive team. The initial archive is not limited to this category.
- Search
- Applies the text entered in the meeting search field.
- Watch
- Plays an available recording from the meeting archive.
- Transcript
- Opens an available transcript from the meeting archive.
- Company calls (archive tab)
- Shows calls hosted within your company.
- Prospect calls (archive tab)
- Shows calls linked to prospects in your CRM.
- Mute / Unmute
- Mutes a live microphone or restores it through LiveKit. A failed unmute reports permission, missing-device, device-in-use, or recovery guidance.
- Reconnect microphone
- Reacquires a usable microphone and verifies a live published track when the initial input did not start or was interrupted.
- Share
- Opens screen, screen plus audio, or audio-only sharing. Screen and screen-plus-audio sharing can open floating cameras when your saved automatic-opening setting is on; audio-only sharing does not.
- Settings
- Opens microphone, camera, supported speaker output, microphone restart, noise cancellation, full camera frame, the post-Show workspace gallery preference, and supported floating camera controls.
- Raise hand / Lower hand
- Keeps or clears a visible hand badge on your participant tile and prioritizes raised participants in People.
- Reactions
- Opens six quick reactions that appear briefly on your participant tile for everyone in the room.
- Hide command center
- Collapses the shared live-notes workspace into a slim restore rail for more video space. Its directional control stays fully visible inside the command center header.
- Show command center
- Restores the shared live-notes workspace without interrupting note updates.
- Background
- Opens background effects for your own camera in the current call, on supported WebGL2 browsers. Blur offers None, Light and Strong. Backgrounds offers SalesHive, Gradient, Studio, Office, Bookshelf, War Room, Deal Gong, Penthouse, Big Game, Launch, Loft, Cabin, Zen, Coastal and Cafe; a check marks the one in use. A failed effect returns safely to None.
- Enlarge
- Focuses a visible shared-screen tile for your view only, including when Keep everyone in grid is on.
- Unpin
- Returns your viewer-local focused screen share to the gallery layout.
- Open floating cameras automatically / Open floating camera overlay
- Save automatic opening to your signed-in account, or open the supported always-on-top participant window for this call without changing that setting. Automatic opening starts off. The overlay contains cameras, camera-off names, mute, and Chat.
- Show full camera frame
- Starts on and letterboxes cameras so the complete image is visible. Turn it off to crop cameras to fill each tile.
- View recording and notes
- Opens the private seven-day participant page for the exact eligible deal-linked recording and its shared notes.
- Download recording
- Downloads the recording from the private participant page without exposing the storage location.
- Open the deal room
- Opens the linked deal room for shared materials and next steps from the participant follow-up.
- Leave
- Leaves the active call. If you are the final human participant, the current occurrence closes automatically and the reusable meeting link stays available for a fresh call.
- Transcript (live)
- Shows the shared speaker-labeled live conversation. The same session continues while Notes is open.
- Join meeting (email)
- Opens the reusable meeting link from the host notification that confirms another participant connected.
- Start video / Stop video
- Starts the camera selected in Settings with one LiveKit capture request, or stops the live camera. Browser, device, and in-use failures show a recovery message.
- Maximize shared screen
- On any supported meeting with a remote share, gives the shared screen the full stage and moves participants into a compact overlay.
- Show workspace
- Returns from full-stage presentation to the meeting workspace or side-by-side participant layout beside the active share.
- Copy shared notes
- Copies the current read-only participant note on a pre-signature prospect call.
- Download shared notes
- Downloads the current read-only participant note as a text file.
- Search transcript
- Filters finalized prospect transcript lines by speaker name or spoken text.
- All speakers
- Filters the prospect transcript to one available speaker or returns to the full conversation.
- Bookmark transcript moment
- Marks a prospect transcript line in the current browser only.
- Copy transcript moment
- Copies the timestamp, speaker, and text for one prospect transcript line.
- Download transcript
- Downloads the current participant-safe prospect transcript as a text file.
- Jump to latest
- Returns to the newest live transcript line after manual review paused automatic follow.
- Copy all
- Copies the complete stored archive transcript to the browser clipboard and reports whether it succeeded.
- Download (archive transcript)
- Downloads the exact displayed archive transcript as a plain text file named from the meeting title.
- Music
- Opens the background music tracks and volume slider when available. Everyone hears playback. Music starts at 15% volume and keeps rotating to the next song until you stop it.
- Schedule for later (optional)
- Sets the meeting time in your device timezone. Leave blank to meet now.
- End meeting
- For an authorized signed-in host, opens the choice to leave and assign host or end the call for everyone, including when joining through a shared link. Leave and assign host hands host to the longest-connected SalesHive teammate who remains; if none remains, SalesHive requests a recording stop. Your browser can leave before that stop is confirmed; automatic recovery keeps checking the saved request.
- End for everyone
- Closes the current call for all participants after host authorization succeeds. A failure leaves the call connected; the shared-link page does not open employee follow-up review.
- Add to calendar
- Downloads a 30-minute calendar event with the meeting link. In Meeting links, use the calendar icon beside the link. Adjust the event and send invitations from your calendar.
- All calls / Company calls / With SalesHive / Prospect calls
- Filters Meeting links by the kind of call.
- Copy link / Start / join / Join
- Copies a reusable link or opens its call. Live calls show Join.
- Refresh meeting links
- Reloads Meeting links, including after a loading error.
- All meetings
- Clears the category filter in Previous meetings.
- Record / Stop recording
- Starts or stops capture for an authorized host. Client creators and current hosts can control recording on their own workspace Company calls and Prospect calls, but not With SalesHive calls.
- AI video rep / Turn rep on / Turn rep off / Create an AI video rep
- Eligible hosts choose an active, approved rep, start it after recording is ready, stop only the rep, or open setup when none is available. The selector is disabled while a rep is active.
- Search meeting links (magnifying-glass icon)
- Applies the title entered in Search links. Pressing Enter in the field also searches.
- Filters
- Shows or hides the source, recording and transcript selectors. The count shows how many of these filters are active. Closing this section does not clear them; choose each All option to reset it.