J
Jay Martin
Use Case:
Allow team members to instantly video call clients from their Contact or Opportunity record so clients can show jobs, properties, or issues in real time—building trust and speeding up diagnosis/quotes.
Description:
  • Launch a one-on-one video call from any Contact/Opportunity page.
  • Automatically record full session (audio + video) as an MP4.
  • On call end, upload the recording to HighLevel’s file storage and attach it to the contact’s Activity Log with metadata (date/time, duration).
  • Enforce access: only users with that Contact’s record-level access can view or play the recording.
Leverage a built-in HighLevel Video SDK or integrate an API like Smrtphone’s for web/iOS and an Android WebRTC/SDK equivalent. Core hooks:
startVideoCall(contactPhoneNumber) → sessionID
onCallConnected(sessionID) → begin recording
stopCall(sessionID) → finalize recording
getRecording(sessionID) → URL for download/playback
Key UI/UX:
-Add a “Video Call” button in the header/actions of Contact & Opportunity views.
-Open an embedded in-app video widget with mute/camera toggle and a “Recording” status indicator.
-After ending the call, show a “Processing your recording…” banner, then update the Activity feed card with a “View Recording” link once ready.