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Direct & Huddles — DMs, One-Click Audio/Video & Screenshare | Velaxe

Direct & Huddles

Start your first Huddle from a DM or channel

Kick off a low-latency audio/video Huddle, invite teammates, and share your screen.

8 min Beginner All users Updated Jun 17, 2025
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Start Huddle button in a DM
Huddle from the Direct inbox

Overview

Kick off a low-latency audio/video Huddle, invite teammates, and share your screen.

Prerequisites

None.

Permissions required

direct:write huddles:start

Steps (4)

Estimated: 8 min
  1. 1

    Open a DM or channel

    Any user 1 min Back to top

    Navigate to **Direct** → pick a 1:1, a small group DM, or a channel thread.

    Tips

    —

    Validation

    • You see the **Huddle** button in the conversation header.

    Success criteria

    —

  2. 2

    Click **Huddle** and select media

    Any user 2 min Back to top

    Choose audio-only or audio+video. Allow mic/camera permissions if prompted.

    Tips

    • Use headphones to prevent echo; pick your preferred devices under Settings → Audio/Video.

    Validation

    —

    Success criteria

    —

  3. 3

    Invite participants & share screen

    Host 2 min Back to top

    Use the participant tray to invite teammates; click **Share** to select a window or screen.

    Participants panel

    Tips

    —

    Validation

    —

    Success criteria

    —

  4. 4

    Capture live notes

    Any participant 3 min Back to top

    Post quick bullets to the **Huddle notes** thread; they stay attached to the conversation.

    Tips

    —

    Validation

    —

    Success criteria

    • All invitees joined and can hear/see; notes appear in-thread.

About this guide

Direct & Huddles powers fast private collaboration. Start 1:1 or small-group DMs, then elevate to an instant Huddle with audio/video and multi-screen share. Capture live notes in a thread, share files via File-Vault, and create tasks or tickets in a tap.

With VoiceLink WebRTC and optional PSTN dial-in, Huddles are reliable anywhere. Recording and transcripts (opt-in) are encrypted and governed by workspace retention. Chronicle logs the who/when/what, while FlowForge automates recaps and ActionDesk follow-ups.

Presence, typing, reactions, and read receipts keep teams aligned—and InsightLake surfaces responsiveness, call quality, and outcomes.