Advanced Call Options

Workspace members have many different options when interacting in a call. Note that the advanced options are more limited when using the mobile app.

Changing Devices

Browser

If you are on your desktop and would like to transfer the call to a mobile phone, you can do so by selecting Change your Device.

To change the call, select the triple-dot menu () at the bottom of the call screen. In the menu, select Change your Device () to transfer your call.

You will then be prompted to select a preferred device. After selecting the device, click on Transfer and your call will automatically switch to the desired mode.

Mobile

To change the device from your mobile phone to a desktop, ensure that both the app and the browser are opened simultaneously.

While on the call, a notification will appear in the top left corner of the screen prompting to transfer the call to the browser, or to dismiss the message and continue using the app:

Select Transfer and you'll officially be in browser mode!

Transferring a Call

Need to switch your call to a teammate? If so, simply navigate to the triple-dot icon () menu at the bottom of the call screen. Select the Transfer Call option.

You will be prompted to search for the desired contact or to dial their specific number.

Once you find the contact or dial their number, click on the phone icon (📞) to send the call their way!

Screen-Sharing

Here at Workspace, we believe that showing is often easier than telling. During a call, you have the option to share your screen with other participants in order to explain or demonstrate a particular concept.

To share your screen, navigate to the triple-dot icon () menu at the bottom of the screen. Click on the option Share screen.

You will then be prompted to confirm if you would like to share your screen. Click Start Sharing to confirm.

You will then be directed to a page that allows you to select a particular screen for sharing. Here, you can select from Your Entire Screen, Application Window, or Browser Tab (for example, Chrome, which is indicated in the image below). Select the Share button once you have selected an option.

Consulting a Teammate

Need to raise a burning question to a teammate? Workspace has a consultation feature that will allow you to consult a fellow team member for help or advice during a call.

To start a consultation, go to the triple-dot icon () menu at the bottom of the call screen. Then select the option Start Consultation.

You can search through your contacts or dial a number for the person that you'd like to consult.

Once on the consultation call with your teammate, your previous call will be placed on hold.

After your consultation, you can click on the red end call button to disconnect the call. This will then direct you back to your initial call, which will no longer be placed on hold.