Webex

Webex is Cisco's video meeting app. Connecting Webex to Resool lets agents schedule a Webex meeting while they chat with a customer and send the join link in the same reply. You can see the upcoming meetings created for each contact and schedule Webex meetings automatically from workflows, which helps teams that already run their calls on Webex.

#What you can do with Webex

In the Inbox

• Create Webex meeting from the composer: set the topic, start time and duration, and the join link is added to your reply.
• See the contact's Upcoming meetings created from Resool, with Join and Copy link buttons.
• Create meeting from the Webex panel to get a new link copied to your clipboard.

On the contact page

• The Apps card shows a Webex row with the contact's upcoming meetings.

In Workflows

• The Create Webex meeting step schedules a meeting, and later steps can send the link with {{webex.join_url}}.

#Before you begin

• You need a Webex account that can schedule meetings. Meetings are scheduled on the Webex account you connect.
• In Resool, only workspace Owners and Admins can connect apps.

#How to connect Webex to Resool

1. Go to Settings › Apps.
2. Open the Communication tab and click Connect on the Webex card.

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Settings › Apps, Communication tab

The Webex card with its logo, "Communication" category, description and Connect button, next to the Zoom card.

File: screenshots/webex-apps-card.png

1. The Connect Webex dialog lists what Resool will be able to do after you approve: see your Webex profile (name and email), schedule meetings on your Webex account, and see your scheduled meetings. Click Continue.

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Settings › Apps › Webex › Connect

The "Connect Webex" dialog with the description, the three permissions, the note about being taken to Webex to sign in, and the Cancel and Continue buttons.

File: screenshots/webex-connect-dialog.png

1. Sign in to Webex in the window that opens and accept the request.
2. You're returned to Resool and see Webex connected. The card shows the connected account and a Disconnect button. There are no other settings.

#How to create a Webex meeting from a conversation

1. Open a conversation in the Inbox.
2. In the composer, click the Create Webex meeting icon (the Webex logo).
3. Fill in the dialog:
   • Topic: starts as "Meeting with" and the contact's name.
   • Starts: pick a date and time, or leave it empty to start now.
   • Duration: 15, 30, 45, 60, 90 or 120 min.
4. Click Create meeting. You see Meeting created: its link is in your reply.
5. Send the message.

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Inbox › open a conversation › composer › Create Webex meeting

The "Create Webex meeting" dialog with Topic "Meeting with Omar Khalil", Starts empty (placeholder "Now"), Duration 45 min, and the Cancel and Create meeting buttons.

File: screenshots/webex-composer-dialog.png

#How to see a contact's Webex meetings

1. Open a conversation and click the Webex icon in the right-hand sidebar.
2. Upcoming meetings lists the meetings created from Resool for this contact that are still ahead, with their time and duration.
3. Click Join or Copy link.
4. Click Create meeting to schedule another one. Its link is copied to your clipboard.

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Inbox › open a conversation › Webex icon in the right sidebar

The Webex panel with "Upcoming meetings (1)", the meeting's topic, date and duration with Copy link and Join buttons, and the Create meeting button.

File: screenshots/webex-inbox-panel.png

#How to use Webex in Workflows

1. Open a workflow and add a step. In the Apps group, choose Create Webex meeting.
2. Set the Topic (it starts as Meeting with {{contact.name}}), when it Starts (When the step runs, or 15 minutes, 30 minutes, 1 hour, 2 hours or 1 day later) and the Duration.
3. Add a Send a message step after it with {{webex.join_url}} to send the link to the contact.
4. Save and publish the workflow.

Later steps can also use {{webex.start_time}}, {{webex.topic}}, {{webex.password}} and {{webex.meeting_id}}.

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Workflows › open a workflow › add step › Apps › Create Webex meeting

The "Create Webex meeting" step panel with Topic, Starts "1 hour later", Duration "30 minutes" and the variables note.

File: screenshots/webex-workflow-step.png

If Webex isn't connected, the step tells you to connect Webex in Settings › Apps.

#How to disconnect Webex

1. Go to Settings › Apps and click Disconnect on the Webex card.
2. Confirm in the Disconnect Webex? dialog.

Meetings already scheduled stay in Webex. You can connect again at any time.

#FAQ and troubleshooting

#Why isn't a meeting I scheduled in Webex shown in the panel?

The panel lists meetings created from Resool for that contact. Meetings scheduled directly in Webex aren't linked to a contact.

#The panel can't load Webex. What do I do?

What you can do:

• Wait a moment and open the panel again.
• If it keeps failing, go to Settings › Apps, disconnect Webex and connect it again.

#Whose Webex account hosts the meetings?

The Webex account connected in Settings › Apps. Meetings created by any teammate are scheduled on that account.

#Can I connect Webex and Zoom at the same time?

Yes. Each has its own composer button, sidebar panel and workflow step.

#What's next?

• Zoom
• Google Calendar
• Workflow steps
• Getting started with apps