Rocket.Chat Voice User Guide

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With Rocket.Chat Voice configured in your workspace, you can now make and receive voice calls directly within Rocket.Chat. Whether you’re connecting with a teammate or transferring an existing call to another user, this guide explains how workspace users can get the most out of the voice calling features in Rocket.Chat.

Starting a call

You can easily start a voice call with any user by using the workspace dialpad or from a direct message (DM).

Option 1: Start a call using the dialpad

  1. Click the New voice call icon from the top main menu.

  2. In the call window pop-up, select the username or type the extension number you wish to dial.

  3. Click the Device Settings icon to review and adjust your audio and speaker preferences before dialing.

  4. Finally, click the Call button.

Option 2: Start a call from DM

  1. Open a direct message (DM) with the user you want to call.

  2. Click the Voice Call icon in the room menu bar to start the call. Alternatively, click the Voice Call icon from the user’s profile card.

  3. A call window pops up with the receiver’s name already pre-filled.

  4. Click the Device Settings icon to review and adjust your audio and speaker preferences before dialing.

  5. Finally, click the Call button.

Before initiating a call, you can check the recipient’s presence status (online, offline, busy, or away) in the call window to see whether they’re currently available to recieve the call.

When you initiate a call:

  • A call widget appears at the top of your workspace.

  • The call widget rings the recipient and shows the call status and connection progress.

Outgoing call


Receiving a call

When you receive a call in Rocket.Chat, a call widget rings at the top of your workspace to notify you. It displays the caller’s name and provides options to handle the call:

Incoming call

  • Click the Accept icon to answer and begin the conversation.

  • Click the Decline icon to reject the call.

You can drag the call widget anywhere on your screen while you’re working.


Call controls

When you are having a voice call inside a DM room, the in-room view is displayed. The following screenshot shows an example:

Outside DM rooms, the call widget is displayed. The following screenshot shows an example:

The following table describes several controls that help you manage the conversation effectively.

Control

Description

Mute/Unmute Mute/Umnute

Toggles your microphone on or off. Mute yourself when you need privacy or when there is background noise.

Hold Hold

Temporarily pauses the call without disconnecting. The other user is placed on hold.

Transfer call Transfer call

Redirect the current call to another available user in your workspace. Refer to Transfer a call section for more details.

Audio control Audience control

Opens the device settings menu, allowing you to select and configure your preferred microphone and speaker.

End call End call

Disconnect from the current call.

Hide chat

The Hide chat option collapses the chat room and expands the call screen. To view the chat room again, click the Show chat button

Direct message

Return to the direct message with the user on the current call.

Share screen

Refer to the screen sharing section for details.


Transferring a call

The transfer feature allows you to redirect the current call to a team member who is better equipped to assist with the conversation.

To transfer the call to another user,

  1. Click the transfer icon Transfer call from the call control.

  2. In the transfer modal, enter the username or number you want to transfer the call to.

  3. Click Hangup and transfer call.

Once the transfer is initiated, the call ends for you and immediately begins ringing for the new recipient.

Outgoing call transfer

Incoming call transfer


In-chat call details

Immediately after a voice call ends, a summary is automatically posted to the direct message (DM) room associated with the call. This record includes the following details:

  • The user who initiated the call.

  • The total call duration.

  • The final outcome of the call to know if the call was successfully completed, transferred to someone else, unanswered, or failed because of an error.

  • The call info button gets more details about the call. Click the call info button to view the details.


Access voice call info and history

To view your full voice call history:

  1. Click the Call History icon from the main menu.

  2. The call history list displays all voice calls associated with your account.

Each call entry shows the following information:

Field

Description

Contact

The username or contact involved in the call.

Type

Indicates if the call was incoming or outgoing.

Status

The final outcome of the call (Ended, Transferred, Not Answered, or Failed).

Date

When the call was initiated.

Quick actions

Click the kebab menu (⋮) next to any record to access these options:

  1. Voice call: Start a new call with the contact.

  2. Direct message: Open your DM with the contact.

  3. Jump to message: Navigate directly to the call summary message inside the DM chat.

  4. User info: Open the profile tab to view contact details

Search and filter call history

  • Searching: Use the search bar to find calls by contact name.

  • Filtering: Narrow down the call history list using these filter options:

    Filter options

    Description

    Direction

    Sort the call history by the direction of the call.

    • Outbound: Outgoing calls that you initiated.

    • Inbound: Incoming calls made to you.

    • All Directions: Both outbound and inbound calls.

    Status

    Filter call history by the call status.

    • Ended: The call completed successfully.

    • Transferred: The call was transferred to another user or contact.

    • Not answered: The call was not answered.

    • Failed: The call failed due to an error.

View voice call info

The Call info panel provides more details about a specific call. There are two ways to access the Call info panel:

  1. From call history: Click on any call record in your call history list.

  2. From a DM: Click the call info icon on the call summary card from the DM.

Once the panel is open, you will find the following information:

  • Contact: The contact or username of the user involved.

  • Type: Specifically identifies the call as an Incoming Voice Call or Outgoing Voice Call.

  • Outcome: The final call status (e.g., Successfully Ended, Transferred, Not Answered, or Failed).

  • Timestamp: The precise date and time the call occurred.

  • Call ID: A unique alphanumeric identifier for the specific call.

Directly from the bottom of the Call info panel, you can perform these quick actions:

  • Direct message: Instantly enter the DM room with the contact.

  • Call: Start a new voice call with the user.

Screen sharing

With Rocket.Chat version 8.3.0, voice calls include screen sharing (in beta) for improved team collaboration. By default, screen sharing is enabled in the workspace. Admins can enable or disable the screen sharing setting from Manage > Workspace > Settings > Team voice calls (VoIP) > WebRTC Settings.

To share your screen during a call, click the Share screen button from the call controls.

Once a user starts sharing their screen, users have the following screen options:

  • Pin the shared screen: Click the Pin icon at the bottom-right to expand the screen and keep it in view. Click the Unpin icon to go back to the default screen view.

  • Stop sharing the screen: Click the Stop sharing button on the shared screen, or click the Stop sharing screen icon from the call controls.

The following screenshot shows an example of screen sharing in progress in a voice call:

  • To view the shared screen in full-screen mode, hide the chat and pin the screen. Now you can view the full screen.

  • Screen sharing stops automatically if the call is transferred.

With Rocket.Chat Voice, you have a powerful tool that improves team coordination and collaboration, making it easier to stay connected and responsive. Enjoy the benefits of integrated voice calling in Rocket.Chat!