Add a conference bridge to a form

A conference bridge is created for notifications sent using a messaging form with a conference bridge section. When you initiate a form that has a conference bridge, you enable message recipients to join a conference call. Message recipients that receive phone notifications are prompted to connect directly to the conference bridge by pressing a number on their keypad. Message recipients who receive conference bridge notifications on other devices, such as email or SMS, are provided with the information they need to manually phone in to the conference bridge.

Complete the steps in this topic to add a conference bridge to your messaging form.

To set up a conference bridge as an incident collaboration channel, connect a Create xMatters Conference step to the form trigger associated with the flow trigger form instead of adding a conference bridge section to the form. For more information on creating and adding collaboration channels, see Add Collaboration channels.

Step 1. Configure an external conference bridge (Optional)

You can configure third-party conference providers (for example, WebEx, InterCall, or GoToMeeting) to be used with workflow forms. There are additional settings that must be configured for external conference bridges that instruct xMatters how to contact the bridge.

You do not need to perform this step for using xMatters-hosted conference bridges.

Step 2. Add a conference bridge section to your form

You can add conference bridge capability to your form by adding a conference bridge section to the layout of the form. You can configure your form to allow xMatters-hosted conference bridges, externally-hosted conference bridges, or both.

Step 3. Add conference bridge properties to email, text, and SMS message content

When a conference bridge section is added to the form layout, the Conference Properties section becomes visible in the email and text message editors. You can drag the conference bridge phone and bridge number properties from the Conference Properties section to the body of your message. When the message is sent to recipients, the values of these properties are replaced with the numbers that recipients can use to dial in to the conference.

Step 4. Configure voice responses to connect to conference bridges

Once you have added a conference bridge section to the layout of your form, you can configure voice messages to connect recipients to the conference bridge when they press a number on their keypad.

The default behavior used by xMatters for voice notifications about conference call requests is to call a user once, and if there is no answer leave a voicemail message with callback information. To change the number times xMatters will attempt to call users, the wait time between retry attempts, and voicemail options, see the Voicemail Options settings in Handling options.