Docs Video & Voice

Video & Voice

Set up WebRTC video calls, configure Vapi.ai voice agents, enable call recording, and manage screen sharing.

Overview

The Video & Voice module brings real-time communication to your Helpon chat widget. Located under Helpon → Settings → Video & Voice, this module enables agents and visitors to escalate text conversations into live video or voice calls directly within the browser.

Key capabilities include:

  • WebRTC-powered calls — Peer-to-peer video and voice with no third-party plugins required
  • Vapi.ai voice agent — AI-powered voice assistant that handles calls when human agents are unavailable
  • Call recording — Automatic or on-demand recording with optional transcription
  • Screen sharing — Share screens, windows, or individual browser tabs during calls
  • In-call controls — Mute, hold, transfer, and in-call messaging
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SSL Required

WebRTC requires a secure HTTPS connection. Video and voice features will not function on sites served over plain HTTP. Ensure your WordPress site has a valid SSL certificate installed and all pages load over HTTPS before enabling this module.

WebRTC Setup

WebRTC (Web Real-Time Communication) is the technology that powers browser-based video and voice calls. Helpon uses WebRTC to establish direct peer-to-peer connections between agents and visitors without routing media through a central server.

Enable WebRTC

1

Navigate to Video & Voice Settings

In your WordPress admin, go to Helpon → Settings → Video & Voice. Toggle the Enable Video & Voice switch to the on position.

2

Configure STUN/TURN Servers

STUN and TURN servers help establish connections when participants are behind firewalls or NAT routers. Helpon includes free default STUN servers, but you can add your own for reliability.

STUN/TURN Configuration
STUN Server:  stun:stun.l.google.com:19302
TURN Server:  turn:your-turn-server.com:3478
TURN Username: your-username
TURN Password: your-credential
3

Test the Connection

Click the Test Connection button to verify that WebRTC can establish a peer connection from your server environment. The test checks STUN/TURN reachability, ICE candidate gathering, and media device access.

4

Save Settings

Click Save Changes. The video and voice call buttons will now appear in the chat widget for both agents and visitors (based on your permission settings).

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Firewall Requirements

For WebRTC to function correctly, ensure the following ports are open on your server and network firewall:

  • UDP 3478 — STUN/TURN server communication
  • UDP 49152–65535 — Media stream relay (RTP/RTCP)
  • TCP 443 — Secure WebSocket signaling (already open for HTTPS)

Video Calls

Video calls allow face-to-face communication between agents and visitors directly within the Helpon chat widget. Calls are initiated from an active chat session and open in an overlay window.

Initiating a Video Call

Both agents and visitors can start a video call depending on your permission configuration:

  • Agent → Visitor: Click the video camera icon in the agent chat console toolbar. The visitor receives an in-widget prompt to accept or decline the call.
  • Visitor → Agent: If enabled, visitors see a video call button in the chat widget header. The call is routed to the assigned agent or the next available agent in the queue.
Allow Visitors to Initiate Video Calls
Enabled
Require Agent Approval Before Connecting
Enabled
Auto-Answer After (seconds)
0 (disabled)

Video Quality & Bandwidth

Setting Options Default
Video Resolution 360p, 480p, 720p, 1080p 720p
Frame Rate 15fps, 24fps, 30fps 24fps
Max Bandwidth 500 Kbps – 4 Mbps 1.5 Mbps
Adaptive Bitrate Enabled / Disabled Enabled
Camera Selection Default / User-selectable User-selectable
Video Codec VP8, VP9, H.264 VP8
Bandwidth Tip

Enable Adaptive Bitrate to let Helpon automatically reduce video quality when network conditions deteriorate. This prevents call drops on slower connections and ensures a smoother experience for visitors on mobile data.

Voice Calls

Voice-only calls provide a lightweight alternative to video calls with lower bandwidth requirements. They are ideal for quick consultations, follow-ups, or situations where video is not necessary.

Voice calls use the same WebRTC infrastructure as video calls but transmit only audio. Visitors can switch between voice and video during an active call if both modes are enabled.

Audio Settings

Setting Description Default
Microphone Selection Allow users to choose their preferred microphone from available devices User-selectable
Echo Cancellation Reduces echo feedback caused by speaker audio being picked up by the microphone Enabled
Noise Suppression Filters out background noise such as typing, fans, or ambient sounds Enabled
Auto Gain Control Automatically adjusts microphone sensitivity to maintain consistent volume levels Enabled
Audio Codec Opus (recommended), G.711, or PCMU for maximum compatibility Opus
Call Quality Indicator Display a real-time quality meter (signal strength bars) during active calls Enabled

Vapi.ai Voice Agent

Helpon integrates with Vapi.ai to provide an AI-powered voice agent that can handle incoming voice calls when no human agents are available. The Vapi voice agent can greet callers, answer common questions, collect information, and transfer calls to a live agent when needed.

Setting Up Vapi.ai

1

Get Your Vapi.ai API Key

Sign up at vapi.ai and navigate to your dashboard. Copy your API key from the Settings → API Keys section.

2

Enter API Key in Helpon

Go to Helpon → Settings → Video & Voice → Vapi.ai Integration. Paste your API key and click Verify Key. A green checkmark confirms the connection.

Vapi.ai API Key *
vapi_sk_••••••••••••••••••••
Get your API key from dashboard.vapi.ai/settings
Connection Status
✓ Connected
3

Configure Voice Agent

Customize how the AI voice agent behaves during calls:

Voice Selection
Alloy (Female, Neutral) ▾
Agent Name
Sarah
Greeting Message
Hello, thank you for calling. My name is Sarah. How can I help you today?
Custom System Prompt
You are a helpful receptionist for a healthcare clinic. Answer questions about appointment availability, clinic hours, and services. If a caller needs medical advice, transfer them to a human agent.
4

Set Call Flow & Fallback

Define when the Vapi voice agent activates and when to escalate to a human:

  • Activate when: No agents online, all agents busy, or outside business hours
  • Transfer to human when: Caller requests a human, agent becomes available, or AI confidence is low
  • Max call duration: Set a time limit for AI-handled calls (default: 10 minutes)
  • Fallback message: Message played if transfer fails (e.g., "Please leave a message and we will call you back.")
5

Save & Test

Click Save Changes, then use the Test Voice Agent button to simulate a call. You will hear the greeting and can interact with the AI agent to verify its behavior.

💡
Voice Selection

Vapi.ai offers multiple voice options including male, female, and neutral voices in different accents. Test several voices to find one that best matches your brand. You can preview each voice on the Vapi.ai dashboard before selecting it in Helpon.

Call Recording

Helpon can record video and voice calls for quality assurance, training, compliance, or patient record-keeping. Recordings are stored securely and accessible from the conversation history.

Enable Recording

Navigate to Helpon → Settings → Video & Voice → Recording and configure the following options:

Enable Call Recording
Enabled
Recording Mode
Automatic (All Calls) ▾
Storage Location
Local (wp-content/uploads/helpon/recordings) ▾
Retention Period
90 Days ▾
Auto-Transcription
Enabled
Consent Notification
Enabled

Recording Options

  • Automatic: All calls are recorded by default. Participants see a recording indicator.
  • Manual: Agents click the record button during a call to start/stop recording.
  • Disabled: No recording functionality is available.

Accessing Recordings

Recordings are linked to their parent conversation and can be found in Helpon → Conversations. Click on any conversation that included a call to find the recording player and download link. If auto-transcription is enabled, the text transcript appears alongside the recording.

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Recording Consent

Many jurisdictions require all parties to consent before a call can be recorded. When Consent Notification is enabled, Helpon displays a banner at the start of each call informing the visitor that the call may be recorded. The visitor must click "Accept" before the call connects. Always verify your local recording consent laws before enabling this feature.

Screen Sharing

Screen sharing allows agents and visitors to share their screen during an active video or voice call. This is useful for troubleshooting, walkthroughs, form assistance, and visual demonstrations.

Enable Screen Sharing

Go to Helpon → Settings → Video & Voice → Screen Sharing and toggle the feature on. You can configure who is allowed to share and what sharing modes are available.

Setting Description Default
Agent Screen Sharing Allow agents to share their screen with visitors Enabled
Visitor Screen Sharing Allow visitors to share their screen with agents Disabled
Entire Screen Share the full desktop (all monitors if multiple displays are connected) Enabled
Application Window Share a single application window without revealing other content Enabled
Browser Tab Share only a specific browser tab (most privacy-friendly option) Enabled
Viewer Annotations Allow the viewer to draw or highlight on the shared screen Disabled
Remote Control Allow the viewer to request mouse and keyboard control of the shared screen Disabled
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Browser Tab Sharing

Browser tab sharing is the most privacy-friendly option and works best in Chrome and Edge. When sharing a tab, audio from that tab can also be shared (e.g., for video playback). Firefox and Safari support screen and window sharing but have limited tab-level sharing support.

Call Controls

During an active video or voice call, both agents and visitors have access to an in-call control bar. The available controls depend on call type, permissions, and enabled features.

Control Description Available To
Mute / Unmute Toggle microphone on or off. A muted indicator is visible to all participants. Agent, Visitor
Camera Toggle Turn the camera on or off during a video call. Voice-only calls hide this control. Agent, Visitor
End Call Terminate the call for all participants. A confirmation prompt appears before disconnecting. Agent, Visitor
Hold Place the call on hold. The other party hears hold music or a message. Audio and video are paused. Agent
Transfer Transfer the active call to another online agent. A dropdown shows available agents. Agent
Record Start or stop recording (visible only when recording mode is set to Manual). Agent
Screen Share Start or stop sharing your screen, window, or browser tab. Agent, Visitor (if enabled)
Call Timer Displays elapsed call duration in real time (MM:SS format). Agent, Visitor
In-Call Chat Send text messages during the call without interrupting audio. Useful for sharing links or codes. Agent, Visitor
Settings Access device settings (camera, microphone, speaker selection) without leaving the call. Agent, Visitor

Browser Compatibility

WebRTC is supported by all modern browsers, but feature availability varies. The table below outlines compatibility for Helpon's video and voice features.

Browser Video Calls Voice Calls Screen Sharing Recording
Chrome 90+ Full support Full support Full support (screen, window, tab) Full support
Edge 90+ Full support Full support Full support (screen, window, tab) Full support
Firefox 88+ Full support Full support Screen & window only Full support
Safari 14.1+ Full support Full support Screen only (macOS 12.1+) Limited (audio only)
Chrome (Android) Full support Full support Not supported Full support
Safari (iOS 15+) Full support Full support Not supported Not supported
Samsung Internet Full support Full support Not supported Partial support
ℹ️
Fallback Behavior

When a visitor's browser does not support a specific feature (e.g., screen sharing on iOS), the corresponding button is hidden automatically. If a browser does not support WebRTC at all, the video and voice call buttons are replaced with a message suggesting the visitor switch to a supported browser.

Troubleshooting

Common issues with video and voice calls and their solutions:

Camera or microphone not detected

  • Ensure the browser has permission to access the camera and microphone. Check the address bar for a blocked camera/microphone icon and click it to grant access.
  • Verify that no other application (e.g., Zoom, Teams, Skype) is currently using the camera or microphone.
  • On macOS, check System Preferences → Security & Privacy → Camera / Microphone to ensure the browser is listed and enabled.
  • On Windows, go to Settings → Privacy → Camera / Microphone and verify browser access is allowed.
  • Try selecting a different device from the in-call settings menu if multiple cameras or microphones are available.

Poor call quality

  • Check network bandwidth. Video calls require at least 1 Mbps upload and download for 720p quality.
  • Enable Adaptive Bitrate in video settings to allow Helpon to automatically adjust quality.
  • Reduce video resolution from 720p to 480p or 360p if bandwidth is limited.
  • Close other bandwidth-heavy applications or browser tabs during the call.
  • If using Wi-Fi, move closer to the router or switch to a wired Ethernet connection.
  • Check the call quality indicator during the call. One bar indicates a poor connection.

WebRTC connection failed

  • Verify that your site is served over HTTPS. WebRTC will not work on HTTP connections.
  • Check that STUN/TURN servers are correctly configured in Helpon → Settings → Video & Voice.
  • Run the Test Connection tool to diagnose connectivity issues.
  • Ensure required firewall ports are open (UDP 3478 and UDP 49152–65535).
  • If behind a corporate firewall or VPN, contact your network administrator to allow WebRTC traffic. A TURN server with TCP fallback on port 443 can help bypass restrictive firewalls.
  • Try using a different network (e.g., mobile hotspot) to isolate whether the issue is network-specific.

Recording not saving

  • Check available disk space on your server. Recordings are stored in wp-content/uploads/helpon/recordings/.
  • Verify that the recordings directory has write permissions (755 or 775).
  • If using external storage (Amazon S3), confirm that your API credentials are valid and the bucket has proper write permissions.
  • Check the maximum upload size in your PHP configuration (upload_max_filesize and post_max_size). Long recordings may exceed these limits.
  • Review the error log at Helpon → Settings → Video & Voice → Logs for specific failure messages.
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Debug Mode

Enable WebRTC Debug Mode in Helpon → Settings → Video & Voice → Advanced to log detailed connection information to the browser console. This is helpful when diagnosing ICE candidate failures, codec negotiation issues, or intermittent connectivity problems. Remember to disable debug mode in production.