# Call or schedule a meeting > Call a contact on WhatsApp or by phone, or schedule a meeting, without leaving the chat. - Type: Task - App: Bridge - Screen: Chats - Section: Conversations - Getting started · 8 of 8 - Also searched as: call, phone call, whatsapp call, phone, call permission, transfer, group call, meeting, schedule, book a meeting, teams, google meet, recording, transcript - Open: https://help.bridge.new/bridge/calls-meetings?lang=en - Markdown: https://help.bridge.new/md/bridge/calls-meetings.md Call a contact on WhatsApp or by phone, or schedule a meeting, without leaving the chat. From any chat you call the contact on WhatsApp or by phone, add people, transfer the call to a teammate and schedule meetings on your workspace’s platform. It all happens in the Calls and meetings panel, and you learn it in 11 steps. ## What you can do - WhatsApp or phone - WhatsApp permission - Add and transfer - Workspace meetings ## Steps ### Step 1 · Open Calls and meetings The chat’s calls and meetings have one place: this panel. In the open chat, the header has on its right, in this order: Notes AI (only in chats with contacts), a vertical line, Search, Tasks, Calls and meetings, which is the phone icon, and More options. Click Calls and meetings: a panel opens on the right with the chat’s name and three sections, Call, Meeting and Recent in this chat. Every call and meeting of the chat starts from this panel. The X closes it. - Header › phone icon - Call, Meeting and Recent in this chat - The X closes the panel Open: https://help.bridge.new/bridge/calls-meetings/1?lang=en ### Step 2 · Choose how to call Each chat offers the ways it can be called. Under Call you see the ways the chat can be called. In a chat with a contact: Call on WhatsApp and Call by phone, each with its Call button. In a chat with teammates only: Internal call and Video call. In a group, the Call button has an arrow and opens the list of the chat’s people so you choose whom to call; the button reads Call and the name, or the number of people. Call on WhatsApp is unavailable when the chat has no WhatsApp line. Phone calls go out from the workspace’s voice number. - With a contact: WhatsApp or phone - With teammates: internal or video call - In a group, you choose whom to call Open: https://help.bridge.new/bridge/calls-meetings/2?lang=en ### Step 3 · Ask for permission to call on WhatsApp Without the contact’s permission, WhatsApp does not allow calls. WhatsApp requires the contact to agree to receive calls from the company. If they have not yet, Call on WhatsApp opens No permission to call on WhatsApp. Click Request permission: the request reaches the contact as a WhatsApp message and the panel shows Permission request sent; Bridge lets you know in this chat when they accept. So you do not have to wait, click Call by phone in the meantime. The same request is in Templates, under Always available, as Request call permission. In a group, contacts without permission are listed apart, with Request permission. - Request permission sends a WhatsApp message - Bridge lets you know when they accept - Meanwhile, call by phone Open: https://help.bridge.new/bridge/calls-meetings/3?lang=en ### Step 4 · Talk to the contact Everything about the call is in the same panel. When you call, the panel shows the contact, the channel with their number and Calling… until they answer; then the call time runs. Below are the controls: Mute, Hold, Add, Transfer and Hang up. While it rings, only Mute and Hang up are active. In an internal call, Camera and Present take the place of Hold and Transfer. The chat shows the Call in progress bubble. There is one call at a time: if you are already in one, Call takes you to it. - Calling…, then the call time - Mute, Hold, Add, Transfer, Hang up - One call at a time Open: https://help.bridge.new/bridge/calls-meetings/4?lang=en ### Step 5 · Add people to the call Bring in more people without hanging up. Click Add: Add to the call opens, with the search for the chat’s people and your teammates with a Bridge account (Bridge users). Choose someone and Bridge calls them at once: a contact on WhatsApp if they gave permission and, if not, by phone; a teammate through Bridge. With two people or more, the call becomes a Group call: one card per person with their channel and status (Ringing, In the call, No answer), and Call again for anyone who did not answer. - Search the chat’s people or teammates - WhatsApp with permission; if not, phone - Two or more: Group call Open: https://help.bridge.new/bridge/calls-meetings/5?lang=en ### Step 6 · Transfer the call to a teammate Hand the call to whoever can help best. In a call with one person, Transfer opens Transfer to a Bridge user. Choose the teammate and you see their status and team; the X chooses someone else. Transfer now hands the call over at once. Consult first puts the client on hold and calls your teammate; when they answer, you see they are on the line and the client cannot hear you, and you choose Transfer or Back to the client. Calls are only transferred to a Bridge user, never to a contact. - Only to a Bridge user - Transfer now: at once - Consult first: the client on hold Open: https://help.bridge.new/bridge/calls-meetings/6?lang=en ### Step 7 · Keep working with the call minimized Close the panel and the call goes on. The panel’s diagonal arrows button, Minimize the call, or the X close the panel without hanging up. The call stays in a bar over the chat with the contact, the time, Mute, Open the call and Hang up; drag it by its grip out of the way. The name, Open the call or the chat’s Call in progress bubble open the panel again. The call goes on even if you switch chats. - Diagonal arrows: minimize - The bar stays over the chat - Open the call returns to the panel Open: https://help.bridge.new/bridge/calls-meetings/7?lang=en ### Step 8 · Hang up and review the result The call leaves its summary in the chat. Hang up ends the call. The panel shows Call ended with the duration, the Call details row, Call again and Close. Bridge AI prepares the summary, the analysis and the transcript in a few seconds; meanwhile, the Call details row shows that Bridge AI is preparing the summary. The chat keeps the Call ended card with Summary and analysis, which opens the details. If nobody answers, the call leaves no record. - Duration and Call details - Bridge AI prepares the summary - The card stays in the chat Open: https://help.bridge.new/bridge/calls-meetings/8?lang=en ### Step 9 · Start a meeting now A meeting in one click, with the link in the chat. Under Meeting, Meet now opens a meeting on your workspace’s meeting platform, Microsoft Teams or Google Meet; there is nothing to choose. Click Start: the link is shared in the chat and the button turns into Join, to enter the meeting. - Workspace platform, nothing to choose - Start shares the link in the chat - Join enters the meeting Open: https://help.bridge.new/bridge/calls-meetings/9?lang=en ### Step 10 · Schedule a meeting Schedule the meeting without leaving the chat. Click Schedule meeting: the form opens in the panel and the title becomes Schedule meeting, with the arrow to go back. The Title comes as Meeting with and the name. Choose the Date, the Time and the Duration, from 15 min to 2 h, or type another. The time is in the workspace’s time zone; Change picks another one. Participants already holds everyone in the chat; Add brings in people or an email. Write the Invitation message, with bold, italic, strikethrough or emoji, and click Schedule and send. The row shows Scheduled with the date, time, duration and time zone. - Date, Time and Duration - Workspace time zone - Schedule and send Open: https://help.bridge.new/bridge/calls-meetings/10?lang=en ### Step 11 · Review calls and meetings The chat’s history, with what Bridge AI found. Recent in this chat lists the chat’s calls and meetings, newest first. Clicking one opens its details in the same panel: date, duration, participants, Bridge AI’s summary with the next steps, the analysis (sentiment, closing, objections and participation) and the activity. From there you listen to the recording, read the transcript or ask Bridge AI about the call. A scheduled meeting shows Join and Copy link. Missed calls have no details. - Newest first - Summary, analysis and transcript - One click opens its details Open: https://help.bridge.new/bridge/calls-meetings/11?lang=en ## Related guides - Previous in Getting started: [See the customer’s information](https://help.bridge.new/md/bridge/chat-info.md): Check and correct the customer’s data, see their other chats and everything shared in the conversation. · Open: https://help.bridge.new/bridge/chat-info?lang=en - More in Conversations: [Get to know your conversations](https://help.bridge.new/md/bridge/chats.md): All your conversations with customers and teammates, in one place. · Open: https://help.bridge.new/bridge/chats?lang=en - More in Conversations: [Release a conversation](https://help.bridge.new/md/bridge/release-chat.md): Close your session with a contact when you have finished attending them. · Open: https://help.bridge.new/bridge/release-chat?lang=en - More in Conversations: [Start a new conversation](https://help.bridge.new/md/bridge/newchat.md): Reach a contact for the first time, with the right people and line. · Open: https://help.bridge.new/bridge/newchat?lang=en - More in Conversations: [Find a chat](https://help.bridge.new/md/bridge/find-chat.md): Locate any conversation and see what needs your attention. · Open: https://help.bridge.new/bridge/find-chat?lang=en - More in Conversations: [Reply to a customer](https://help.bridge.new/md/bridge/reply-customer.md): Write and send your reply on the right channel, from the chat box. · Open: https://help.bridge.new/bridge/reply-customer?lang=en - More in Conversations: [See the customer’s information](https://help.bridge.new/md/bridge/chat-info.md): Check and correct the customer’s data, see their other chats and everything shared in the conversation. · Open: https://help.bridge.new/bridge/chat-info?lang=en - More in Conversations: [Send a message to several contacts](https://help.bridge.new/md/bridge/contacts-send.md): Filter your contacts, select them and send them a message, each one through the right channel. · Open: https://help.bridge.new/bridge/contacts-send?lang=en