Inviting Experts or Guests to Join a MyPersonas Call

MyPersonas supports multi-user collaboration by allowing owners or guests to join an ongoing conversation with a digital MyPersona. Whether you're adding a team member or inviting an external expert, you can bring others into the conversation securely and seamlessly.

This guide walks you through the two primary methods for inviting participants:

• Sharing a conversation URL with authenticated users

• Sending a guest invitation via email

Method 1: Invite via Conversation URL (Authenticated Users)

Step 1: Start a Conversation with MyPersona

1. Click on the “Launch MyPersonas” floating action button to begin a session.

2. Ensure you're in Video Mode or Video + Text Mode, which activates the necessary interface elements.

Step 2: Copy the Conversation URL

1. Click the menu button (⋮) at the top right of the video interface.

2. Select “Copy Conversation URL”.

3. Share this URL with another authenticated user of the MyPersonas admin dashboard.

🔒 Note: Only users logged into the MyPersonas admin dashboard will be able to access the session using this link.

Step 3: Allow the Join Request

When the invited user accesses the link:

• You will receive a chat notification:

  “[Name] would like to join this conversation. You can allow them to join by clicking the button below.”

• You have two options:

  • Let the user in

  • No thanks (reject the request)

Rejected users will see a message that their request was declined and can try again later.

Step 4: Accept and Start the Call

Once accepted:

• The user can configure audio/video settings and click Join.

• The interface switches to video mode, showing all participants at the bottom-left of the screen.

• All parties (user, owner, MyPersona) can now interact in a shared video session.

Method 2: Invite a Guest via Email

Step 1: Access Guest Invitation Option

1. While in an active session, click the menu button (⋮) on the top right.

2. Select the option to Add Guest by Email.

Step 2: Enter Guest Email and Send Invitation

1. Input the guest’s email address.

2. Click Send Invite.

📧 The guest does not need to be a MyPersonas admin or authenticated user.

Step 3: Guest Joins the Meeting

When the guest opens the invitation link:

• You'll receive a notification in the chat:

  “Your invited guest ([email]) would like to join this conversation. You can allow them to join by clicking the button below.”

• You may either:

  • Let the guest in

  • No thanks

Rejected guests will be notified that the request was declined.

Step 4: Meeting Room Experience

Once allowed:

• The guest will enter a waiting room where they can choose to:

  • Enable/disable camera

  • Mute/unmute mic

  • Join the session

After joining:

• The mode changes to video only, and the guest appears in the video thumbnail section.

• Now, three participants (user, MyPersona, and guest) are present in the call.

Video and Audio Controls for All Participants

Each participant—user or guest—can:

• Turn their video on/off

• Mute/unmute themselves

• Control video/audio of other participants (if permissions allow)

These controls are accessible via the video thumbnails within the call interface.

Use Cases for Guest Invites

• Internal Expert Consultations: Bring a teammate into a live customer interaction for immediate support.

• Client or Partner Demos: Invite external guests without giving them full admin access.

• Real-Time Escalation: Use this as part of a human-in-the-loop strategy when digital MyPersonas escalate a question they can’t answer.

Best Practices

• ✅ Use conversation URLs for internal collaboration

• ✅ Use email-based guest invites for external participants

• 🔒 Only allow trusted users into your sessions

• 🛠️ Test the process internally before using in live customer sessions

Managing Multi-User Call Settings from the Admin Dashboard

In addition to inviting users and guests during a live session, admins can configure key settings from the MyPersonas Admin Dashboard that control whether multi-user collaboration is allowed at all.

Step 1: Access the MyPersona Configuration

1. Go to your MyPersonas Dashboard.

2. Click on the specific MyPersona card to open its Details View.

3. Here you will find important toggles that affect call behavior:

✅ In-Call Users (Toggle)

• Purpose: Enables or disables the ability to invite additional users to join a live session.

• Default: Enabled

• When OFF:

  • The “Copy Conversation URL” option will be hidden.

  • The “Invite Guest via Email” feature will also be disabled.

  • MyPersona sessions will be restricted to a single user only.

🛑 If you try to initiate a conversation and invite others while this switch is off, you will not see any options for inviting participants.

🎥 Disable Video (Toggle)

• Purpose: Allows you to restrict the MyPersona to text-only interactions.

• When Enabled:

  • The Video and Video + Text interaction modes are no longer available.

  • Users will only be able to use Chat-Only Mode to communicate with the MyPersona.

  • The interface will display a clear message: “Video is disabled by the owner.”

Example Scenario

Let’s walk through a configuration and its result:

1. Disable "In-Call Users":

   • You’ll find that both URL sharing and email invitations are unavailable during sessions.

2. Disable Video:

   • The conversation will be restricted to text-only.

   • The user interface clearly reflects this, both functionally and visually.

Best Practices for Setup

Setting	When to Use It	Result
In-Call Users: ON	You want collaborative sessions with guests or team members	Enables conversation URL and guest invite options
In-Call Users: OFF	You want private 1-on-1 sessions	Removes all invite functionality
Disable Video: ON	Optimize for low bandwidth or text-only support	Restricts to Chat-Only Mode
Disable Video: OFF	You want full video interaction	Enables Video and Video + Text Modes

Configuring these toggles gives you fine control over how each MyPersona behaves during interactions. For multi-user calls, make sure both In-Call Users and Video are enabled to provide the full collaborative experience.