GENESYS MEETING CENTER. User Guide



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Transcription:

GENESYS MEETING CENTER User Guide

GENESYS MEETING CENTER Customer Service and Support We are here to help you at any time: Technical Support: 1-800-305-5208 1-303-267-1097 Technical Support during conference 10 Billing and Account Inquiries: 1-866-747-HELP (4357) 1-303-267-1059 Training and Resources Sign up for free online training: Reference the comprehensive online user guide: www.genesys.com/training www.genesys.com/userguide www.genesys.com

AUDIO CONFERENCING Use this as a guide for your audio-only meetings Start/Access a Meeting Moderator: 1- From your telephone, dial your access number, then your Meeting Number, ensuring that the Meeting Number is preceded and followed by the key. Note: For Premium Service, the access number and the meeting number are the same. You will not be prompted to enter a meeting number. 2- Enter your 4-digit PIN, ensuring the number is preceded and followed by the key. Note: Moderators with the Account Code option will be prompted to enter the account code after opening the conference (prefixed and followed by the key). Please contact Customer Service with any questions regarding the Account Code option. Participants: Participants dial the audio access number and Meeting Number to enter the conference, ensuring that the Meeting Number is preceded and followed by the key. Note: For Premium Service, the access number and the meeting number are the same. Dial Out to Participants Dial the participant's telephone number preceded and followed by the key. North America: 1 + area code + telephone number International: 011 + country code + area code + telephone number To disconnect the last number dialed: 2 Redial last number: 3 Add'l Security/Lock the Meeting The moderator can lock the meeting at any time to prevent access to the meeting room. Open conference but keep 'door' locked: PIN + 7 Lock/unlock meeting room 'door': 7 Let participants in, one by one from the 'waiting room': 1 Three audible beeps will alert the moderator that a participant is in the 'waiting room'. Roll Call/Participant Name Capture: Upon activation, participants will be prompted to record their name to be played upon conference entry and exit. Activate/deactivate roll call and name capture on a per call basis: 74 When Roll Call is activated, the following features become available: Previous Entrant Name Record: 78 (prompts all participants who entered room prior to 74 activation to record names) Conference Entry and Exit announcement options: 73 Note: Cycle through announcement options by continuing to select 73 on your keypad Roll Call - play names of each participant and number in conference: 007 Conference Security Code: Provides additional security for meetings. Moderators select a 4 digit security code: Enter 4xxxx to set the code, where xxxx is the 4 digit conference security code. Moderators use 70 to enable or disable the feature on a per call basis. When the Conference Security code is activated by the moderator, participants will be prompted to enter the 4 digit code to access the audio portion of the conference, prefixed and followed by the key: Participants are prompted to enter: xxxx Other Useful Features Mute/Un-Mute all participants: 51 Participant Self-mute/un-mute: 6 Deactivate / Activate Entry and Exit Tones 73 Activate/Deactivate Listen Only (Mute) with Q&A: 50 Close the Meeting - end conference and disconnect all participants: 9 Contact Technical Support Contact technical support during conference: 10 Contact technical support outside the conference: North America: 1-800-305-5208 International: 1-303-267-1097

WELCOME TO GENESYS MEETING CENTER Genesys Meeting Center is your perfect everyday business conferencing tool. Our awardwinning technology integrates fully-automated audio conferencing with easy-to-use web conferencing, turning your PC into a universal communications tool. Reliable and secure, you can present PowerPoint slides, share applications, quiz and survey participants, even lead a web tour - all with the same impact and results as in-person meetings. So you can meet more productively and more often without the time and expense of travel. Use Genesys Meeting Center for: Sales Presentations Training and e-learning Programs Marketing Seminars Product Launches Departmental Meetings Company Announcements Collaboration and Project Management Tips for a Successful Meeting Below are some helpful hints for conducting an efficient and productive Genesys Meeting Center conference. Prepare in advance. To avoid meeting delays, take time before the conference to create and upload any resources you'll need for your meeting, such as presentations, surveys or quizzes. Enter the meeting early to ensure participants can access your meeting at the scheduled start time. Give yourself a few minutes to open the meeting room and make sure all necessary system components are loaded. Specify the time zone in meeting invites to avoid meeting delays and confusion. When speaking, talk directly into either a headset or telephone receiver for optimal clarity. Mute all participants in non-collaborative meetings to minimize background noise. Be conscious of participant connection speeds, as they may vary. Allow time for transition between slides. For optimal application sharing performance, keep the number of open windows to a minimum. Consider the screen resolution of your audience. Check the appropriate screen resolution when uploading your presentation, and adjust your monitor display if necessary when application sharing. Use annotation tools and include voting and quizzes to promote interactivity. To help participants better understand and recall content, limit presentation materials to 6-7 lines per slide. Use larger-sized fonts for legibility. All participants should perform a browsertest (included in the meeting invitation) to ensure there are no firewall issues before the conference.

WEB CONFERENCING Use this as a guide for your audio and web meetings GETTING STARTED Schedule a Meeting Through Genesys Meeting Center: 1- Go to www.genesys.com, click Moderator LOG IN. 2- Enter your Meeting Number and PIN and click Log In. (The key is not required). 3- Click Schedule a Meeting button and follow the steps through the scheduling wizard. 4- Click Finish and your participants will receive an email invitation that includes the information they need to access your web meeting. Through Microsoft Outlook : To download the Microsoft Outlook Calendar Control, log into Genesys Meeting Center. From the Main Menu, click Setup/Tools. Once downloaded: 1- In the Microsoft Outlook calendar view, click on Actions and select 'New Meeting Center Event'. 2- Schedule your meeting and include your Meeting Center information in the Meeting Center tab (the key is not required and your PIN will not be shared with participants). 3- Click Send and your participants will receive a Microsoft Outlook meeting request with instructions on how to access your web meeting. Access a Meeting Moderator: 1- Go to www.genesys.com, click Moderator LOG IN. 2- Enter your Meeting Number and PIN (the key is not required). 3- If you scheduled the meeting in advance, find your meeting in the Main Menu and click Start. For instant meetings, click START next to Ad Hoc Meeting. 4- Dial into the audio portion of your conference (see audio instructions). Participants: 1- If the meeting was scheduled in advance, participants click on the link provided in the email invitation to join. 2- For instant meetings, participants go to www.genesys.com, select Genesys Meeting Center and click Participants JOIN. Participants will be prompted to type in your Meeting Number and their name. 3- Once the interface has loaded, participants will be instructed to dial into the audio portion of your meeting, enter the meeting number and a participant ID. Ad Hoc Meeting You can start an Ad Hoc meeting in Genesys Meeting Center at any time. Through Genesys Meeting Center: 1- Go to www.genesys.com, click Moderator LOG IN. 2- Enter your Meeting Number and PIN. 3- In the Main Menu, click START next to Ad Hoc Meeting. Note: Web conference room door remains locked and participants are sent to the waiting room until the moderator starts the audio portion of the call or opens the web door

CONFERENCE MANAGEMENT Dial Out to Participants 1- Click on the Dial icon, select Dial Participants, and enter the name and number of the person to call. 2- Click Add Participant, highlight the name and then click Dial. Add'l Security/Lock the Meeting The moderator can screen participants via the 'waiting room', then provide them access to the meeting one at a time. From the toolbar, click the Lock/Unlock Meeting icon to close and open the meeting to attendees. Note: By default the door to the meeting is set to 'Open' (unlocked). Change your default preferences to 'Door Closed' by going to Setup/Preferences from the Main Menu and checking the box 'Always Start Meeting with Door Locked.' Audio Status Icons The moderator can always see the audio status of the participants through the web interface. Status icons: Standard Audio icon. The participant (or moderator) is currently in the main audio meeting room. Active Speaker icon. The participant is currently speaking, or it may indicate background noise coming from this line. Muted line icon. The participant cannot be heard when his/her line is muted. Sub-Conference icon. The participant (or moderator) is currently in the subconference, or breakout room. Ghost Icon. The participant has disconnected from the meeting. Mute/Un-mute Participants 1- Click on the Audio icon next to the participant s name to mute or un-mute that participant. 2- You can also mute or un-mute all participants at once by selecting the Audio Icon from the top menu, then Mute All or Unmute All.

Q&A The moderator can initiate a Q&A session where participants request the right to speak by using their touchtone telephones. 1- Click on the Q&A icon. Your participants will be informed that their lines have been muted. 2- Instruct your participants to hit the key to indicate that they would like ask a question. 3- Click on the raised hand in order to give the floor to the participant. Note: The first participant in line will have a highlighted hand icon. Close the Meeting 1- Click the Close Meeting icon on the top menu, or click File and Dismiss All Participants, then Log Off and Close Conference. 2- Confirm that you want to close the meeting. COLLABORATION & OTHER FEATURES Show a Presentation The moderator can easily share a PowerPoint TM presentation with participants. Before the meeting 1- From the Main Menu, under Conferencing, select Resources, then Presentations. 2- Click Upload a Presentation. 3- Name the presentation, then browse to select the presentation you want to upload. 4- Select the screen resolution for your presentation and click Upload Presentation. Note: You can access Upload a Presentation from within a Genesys Meeting Center web conference by clicking on the PowerPoint TM icon. Contact Technical Support Click on the Dial icon Dial Customer Service. and select At the time of your meeting Once logged into Genesys Meeting Center, select your presentation from the pull-down menu on the Slides tab. It will load automatically. 1- Click the forward and back buttons to navigate through your presentation. 2- Double-click on a slide title to proceed directly to a particular slide.

Share an Application Click on the Share tab in the navigation bar. 1- Select the application(s) you would like to show to participants. Click on application(s) to begin sharing. 2- Alternatively, click Share Desktop to share all open applications and your entire desktop. Note: When application sharing is active, the Genesys Meeting Center navigation bar is hidden behind the document you are sharing. Archiving On the Genesys Meeting Center Tool Bar, go to File/Record. 1- Name the archive and click Start (allow up to 30 seconds for the recording to start). 2- To stop the recording, click Stop. 3- After your meeting you will find your Archive in the Main Menu, under Conferencing/Archives. Note: Additional charges will apply. Survey/Quizzes/Voting 1- From the Main Menu, find Survey [Quizzes/Voting] under Conferencing, then Resources. 2- Click Create New Survey [Quiz/Vote] and make your selections. 3- During the meeting, go to File, then Open and launch your Survey [Quiz/Vote]. 4- After the meeting, review the results from the Survey [Quiz] under Conferencing, then Reports. Upload a picture or other image to broadcast in a meeting 1- From the Main Menu, go to Conferencing/Resources/Images. 2- Click Upload Image and follow the upload wizard. 3- During the meeting, go to File/Open to display the image. Alternatively, broadcast live video of yourself and/or other meeting participants. Check Video under Ad Hoc Meeting or under Options, when scheduling your meeting through the scheduling wizard. Note: When setting up your Genesys Meeting Center account, be sure to have it video-enabled. Reports Genesys Meeting Center stores detailed reports from scheduled as well as Ad Hoc Meetings, with information on duration of the call, number of participants, who accepted and declined the invitation as well as Survey or Quiz results. Access Reports from the Main Menu, under Conferencing/Reports.