Using a Poly Trio as a Zoom Room Controller

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The Poly Trio is a device for the conference room that, when attached to a Zoom Room, can operate as a combination of a speakerphone and a controller. Once configured, the Poly Trio can start an instant meeting, join a Zoom meeting, call out via phone (if enabled), and start a screen share. 

This article covers: 

Prerequisites for using a Poly Trio as a Zoom Room Controller

  • Zoom Rooms license
  • Poly Trio device

How to use the basic controls

On the controller, you can view today's scheduled meetings and tap Start at the time of the meeting. You can also:

  • Meet Now: Start an instant meeting.
  • Join: Join a meeting by entering the meeting ID.
  • Phone: Call out to a phone number, if enabled.
  • Presentation: Start a local screen share within the room.
  • Settings: Tap the gear icon at the top right to access the settings. 


If upcoming meeting alerts are enabled, you will also see an orange alert when a scheduled meeting begins in the next ten minutes. Tap Start to begin the meeting or Dismiss to return to the regular room controls.


How to use the in-meeting controls

  • Mute/Unmute Microphone: Mute or unmute the room's microphone.
  • Start/Stop Video: Start or stop the room's video camera.
  • Share Content or Camera: Display instructions to share content from your laptop or mobile device.
  • Camera Control: Change PTZ camera settings or presets.
  • More: Access additional controls.

    • Manage Participants / Participants: View the meeting participants. If you're the host, you will see controls to manage participants.
    • Invite: Invite by contact, email, phone, or room system.
    • Switch Camera: Switch to a secondary camera.
    • Change View: Change your video display layout to one of these options. 
      • Speaker: Display the video of the active speaker.
      • Thumbnail: Display the video of the active speaker. All other attendees are displayed with thumbnails below the active speaker.
      • Gallery: Display all attendees in a grid layout.
    • Settings: Access room settings (requires room passcode).


How to join a meeting

To Join a Meeting by Meeting ID or Personal Link Name: 

  1. Tap Join.
  2. Enter the meeting ID. You can also tap Show Keyboard to enter a personal link name.
  3. Tap Join.


How to start a presentation

To Share a Screen within the Room: 

  1. Tap Presentation.
  2. Follow the on-screen instructions for sharing a computer screen, or tap iPhone/iPad/Mac to view the instructions for iOS devices.
  3. You can also:
    • Stop Sharing: Tap Stop Sharing on the control to end the share.
    • Phone: Call out to a phone number, if enabled.
    • Start Meeting: Tap Start meeting to start a Zoom meeting.


How to use phone call-out

  1. Tap Phone.
  2. Tap the flag icon to select the country you're calling out to.
  3. Enter the phone number. 
  4. Tap the phone icon.


How to access the room controller settings

You can access the room settings at any time by tapping the gear icon at the top right, when not in a meeting, or by tapping More then Settings when in a meeting.

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