Skip to content
Mango9

Conferences

Create a shared telephone meeting space for staff, customers and business partners.

In the CRM: Voice Features → Phone System → Applications → Conferences

Bring the right people onto one call

Conferences creates a telephone meeting destination with its own internal extension. Participants who dial that destination can join the same conversation. An optional PIN controls entry.

Use a conference for a sales-team briefing, an agency and client review, or a discussion involving the customer and more than one specialist.

An unsaved sales-team meeting example. Choose an unused extension and the entry settings for your meeting. Select the image to enlarge it.

Create the conference

  1. Open Voice Features → Phone System → Applications → Conferences and choose Add.
  2. Enter a Name that identifies the meeting and an unused Extension.
  3. Set a Pin Number if participants should enter a PIN before joining.
  4. Choose the intended Profile. A profile is a prepared collection of conference settings.
  5. Review Enabled, add a Description and choose Save.

Prepare the participant instructions

For people using your phone system, share the conference extension and the PIN when one is set. For outside callers, route a purchased business number or an IVR option to the saved conference destination, then share those joining instructions.

Telnyx is the carrier for the business number used to reach the meeting. Mango9 connects callers to the conference destination configured behind that number.

Test the joining path before sharing it with customers. Check that the name, destination and PIN instructions match the setup.

Manage the meeting settings

Profile, Flags and Order control the conference’s phone-system behavior. Keep the intended profile and routing order when editing an existing conference. Use the Description to explain what the room is for.

Where a User List is offered, assign the users who should manage the conference extension. View Active opens the live conference view for meetings that are running.

Use Conference Centers when you want to organize separate rooms under one center, with moderator and participant PINs and room schedules.

Use meetings to move business forward

An agency can review a campaign with its customer and sales team on the same call. A lead seller and buyer can agree the service areas, availability and handoff process before a campaign goes live.

After the discussion, create the agreed tasks or appointment and send a concise follow-up using a prepared message template. The meeting becomes part of the same customer process as the calls and enquiries that started it.