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Video Chat

Business & Enterprise

Video chat is available on Business and Enterprise plans.

Zapa Client Portals includes built-in video chat, allowing you to meet with clients directly within a portal without needing external meeting tools.

Portal with Video Button

Starting a Video Call​

From a Portal​

  1. Open the portal where you want to meet
  2. Hover over the Video Chat button to see the tooltip

Video Chat Tooltip

  1. Click the Video Chat button in the toolbar
  2. Allow camera and microphone access when prompted
  3. Wait for the other participant to join

Inviting Participants​

When you start a call:

  • Other users viewing the portal see a "Join Call" button
  • You can notify participants they should join
  • The call stays active until everyone leaves

Video Chat Interface​

When you start a video call, the video chat interface appears:

Video Chat Interface

Controls​

The video interface includes:

  • Camera toggle - Turn video on/off
  • Microphone toggle - Mute/unmute audio
  • Screen share - Share your screen
  • End call - Leave the meeting

Video Views​

  • Gallery view - See all participants equally
  • Speaker view - Active speaker is larger
  • Minimize - Collapse video to small overlay

Audio Settings​

Adjust audio during the call:

  • Select microphone source
  • Select speaker/output
  • Adjust volume levels

Screen Sharing​

Share your screen during calls:

  1. Click the Share Screen button
  2. Choose what to share:
    • Entire screen
    • Application window
    • Browser tab
  3. Click Share
  4. Click Stop Sharing when done

Screen sharing is useful for:

  • Reviewing documents together
  • Walking through the portal
  • Demonstrating features
  • Collaborative work

Meeting Within Portal Context​

Video chat in Zapa is designed for portal-specific meetings:

View Files Together​

While on a call:

  • Navigate the portal normally
  • Open and view files
  • Both participants see their own view
  • Use screen share to show specific content

Document Review​

  1. Start a video call
  2. Open the document to discuss
  3. Screen share if needed
  4. Discuss in real-time

Presence Indicators​

See who's active in a portal:

  • Online - Currently viewing the portal
  • In Call - Participating in video chat
  • Idle - Recently active

Presence helps you know when to start a call.

Technical Requirements​

Browser Support​

Video chat works in:

  • Chrome (recommended)
  • Firefox
  • Safari
  • Edge

Permissions Required​

  • Camera access (for video)
  • Microphone access (for audio)
  • Screen sharing permission (for sharing)

Network Requirements​

For best quality:

  • Stable internet connection
  • Minimum 1 Mbps upload/download
  • Lower latency is better

Troubleshooting​

Camera Not Working​

  1. Check browser permissions for camera
  2. Ensure camera isn't used by another app
  3. Try selecting a different camera source
  4. Refresh the page

Audio Issues​

Can't hear others:

  1. Check speaker/headphone volume
  2. Verify correct output device selected
  3. Check browser isn't muted

Others can't hear you:

  1. Check microphone isn't muted
  2. Verify microphone permissions
  3. Select correct microphone source
  4. Check system microphone settings

Connection Problems​

  • Refresh the page and rejoin
  • Check internet connection
  • Disable VPN if using one
  • Try a different browser

Screen Share Not Available​

  • Use a supported browser
  • Grant screen share permissions
  • Some browsers limit screen share options

Best Practices​

Before the Call​

  • Test your camera and microphone
  • Find a quiet location
  • Ensure good lighting
  • Close unnecessary applications

During the Call​

  • Mute when not speaking (reduces echo)
  • Look at the camera when speaking
  • Share relevant documents via screen share
  • Keep the call focused

For Client Meetings​

  • Schedule calls in advance
  • Share portal link beforehand
  • Have documents ready to discuss
  • Record key takeaways after

Privacy and Security​

Video calls in Zapa are:

  • Encrypted end-to-end
  • Contained within the portal
  • Not recorded by default
  • Accessible only to portal members