Calls and video meetings - WhatsApp, Zoom and Lynxbe
An inbound WhatsApp voice call, a Zoom meeting booked from your calendar and your own Lynxbe video room - each one can record and transcribe, and a follow-up task generated from the call lands straight on the customer card, tagged with the channel it came from.
What call and video meeting management means in Lynxbe
A business has three different call channels, and Lynxbe connects them to the same system instead of three separate ones. A WhatsApp voice call - with Meta's real-time transcription and a post-call AI transcript and summary - is reachable from the app's own call history. A Zoom meeting booked from the calendar is logged with attendance, recording and transcript. A standalone video room in Lynxbe, independent of Zoom or WhatsApp, supports locking, participant limits, recording and link-based guest invites. WhatsApp video calling itself does not exist - Meta has not released it on its API - and instead of a technical error the business is offered a WhatsApp voice call or a Lynxbe video room. A follow-up task generated from a transcribed WhatsApp call or Zoom meeting is tagged by its source and shows up on the customer card.
What the system actually does for calls and video meetings
WhatsApp voice calls - recording, transcript and AI summary
The business owner turns on WhatsApp call recording and transcription themselves from the number's settings, no support ticket needed, and sets the language of the message the caller hears. Every recorded call gets both Meta's own real-time transcript and a separate AI transcript and summary generated from the recording, both reachable from the call's details in call history.
A WhatsApp voicemail that does not disappear
A missed WhatsApp call that leaves a voicemail is saved and shown both in call history and as a labelled item in that conversation's own timeline, downloadable and playable without hunting across systems.
A Zoom meeting booked from the calendar, with attendance and recording
Connect a Zoom account once, and a booking configured for Zoom opens an automatic meeting at the scheduled time; a group meeting poll can also carry one shared Zoom meeting. Attendance, cloud recording, transcript and screen-sharing for that meeting are recorded directly from Zoom's own webhook, with no manual export.
A standalone Lynxbe video room
Your own video room, independent of Zoom or WhatsApp: create a room, invite a customer by guest link with no sign-up, lock the room, cap participants with a PIN, mute or remove a participant, and schedule a future room with an invitation email that adds it to a calendar. Recording and RTMP streaming start and stop from the same room.
WhatsApp video calling itself - does not exist, and that is stated plainly
Meta has not yet released video calling on the WhatsApp Business Calling API - only voice calling exists there. Instead of a technical error, a customer who tries a WhatsApp video call is offered a clear choice between a WhatsApp voice call or moving to a Lynxbe video room.
Separate permissions and an audit log for every action
Viewing, creating, managing and joining a video room are governed by separate role permissions, and every recording, streaming or participant-removal action in a video room is written to the audit log with who did it and when.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Calls and video meetings FAQ
Can I make a WhatsApp video call from Lynxbe
How does a Zoom meeting connect to a booking or calendar
Where do I see a WhatsApp call's recording and transcript
What is a Lynxbe video room and who can use it
Do all my calls show up on the customer card
Which plan includes each channel
We will show you how a WhatsApp voice call, a Zoom meeting and your own Lynxbe video room each record and transcribe, and how the follow-up lands on the customer card.
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