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Quick Start Guide

Learn the basics of creating and attending a session

1 - Adding a Session

How to add a session through the Wordly Portal

When you first login to Wordly, you’ll automatically start on the Dashboard:

Wordly’s Dashboard

To access the Sessions page:

  1. Move the mouse cursor to the left side of the screen
  2. Click on Sessions (Sessions):

Navigation Menu

Adding a Session

If you’re using a web browser to log in to Wordly, click + Add Session ( Add Session Button ).

This will open up the following menu:

Empty Session

Fill in the following information as it appears:

Title

The name of your session. At the moment, session titles only display within the list of sessions on the left side of the Sessions page, and within exported session transcripts.

Presenter

The name of the person Speaking during the session.

  • If the presenter will be using a streaming interface (Zoom, etc), this field will be auto-populated with “Wordly”.
  • However, if the presenter uses the Join App or the Wordly mobile app as their audio source, then their actual name will come up.

Start Date

The date the session is planned to start.

Start Time

The time the session is planned to start.

  • While it’s required to include a start time, a session isn’t required to begin at the indicated time, as long as it starts within 48 hours after the set time.

Account

The account field will be auto-populated with your account information. If you have multiple accounts or use a shared account, select the account you wish to bill from the dropdown.

Duration

The desired length of the session by hours and minutes. The duration you set will add to your scheduled minutes on the Wordly dashboard.

  • 01:00 = 1 hour
  • 00:30 = 30 minutes

Language

Choose carefully, as the selected language is what Wordly translates from. For example, if the presenter of your session will be speaking French, the chosen language should be set to French, even if the intent is to have Wordly translate it into another language.

  • It’s possible to change the language of a session after the session has started, as well as during an active session. Check out this article for instructions.

Glossary

Select a pre-made glossary.

  • Only 1 glossary can be used per session.

Transcripts

Transcripts are written/printed versions of all the dialogue spoken during a session. At the moment, transcripts are only available to private accounts, and can’t be shared through Wordly. Choose an option from the dropdown:

  • Save No Transcripts - No transcripts will be saved.
  • Private - Transcripts will be saved to your account automatically on completion of a session, in the chosen language of the speaker.
  • Allow Public Transcripts - Not functional at this time.

Access

Access determines who can attend a session and the security required to enter. There are two options available:

  • Open - Anyone with an Attendee Shortcut (see below) can attend the session.
  • Require Attendee Passcode - Determines whether or not a passcode is required to join the session. The passcode must be at least 6 characters.

“Pinned” checkbox

Typically, 24 hours after a session begins, it is moved from the Upcoming list to the All list. Checking the Pinned box retains the session in the Upcoming list indefinitely.

When you’re ready to continue, click Save (Save button).

  • To edit an existing session, select it from the list on the left side of the screen, and click the Edit icon (Edit Icon) in the Session Details box on the right.

  • To delete an existing session, select it from the list on the left side of the screen, and click the trashcan icon (Trash Icon) in the Session Details box on the right.

Label

Labels allow the user to add a word or phrase to their session so it is easier to search for later.

Voice Pack

Sessions can be assigned a voice pack. A voice pack is a curated list of voices for the Wordly attendee languages.

  • If you do not specify a voice pack when creating a session, then the created session will use the voice pack selected in your Wordly profile. By default, your profile will be set to use the default voice pack, which is currently Voice Pack 1.

  • You can sample the voice packs for different languages when editing a session or updating your profile in the Wordly Portal.

Session Lists

Once your session is saved, it will be visible on the left side of the session screen. The Upcoming list shows sessions scheduled for the future or pinned sessions. Clicking All to the right of Upcoming will show all sessions, past and present.

Sharing the Session

Once you’ve finished adding a session, you’ll be provided with a series of links to send to attendees and presenters.

Attendee shortcuts

Attendee Shortcuts

Attendee Shortcuts are intended for viewers/listeners only. Please do not get these confused with Meeting Shortcuts (see below), which are intended for speakers/presenters.

  • Share the provided link with anyone you want to attend your sessions. Click the email icon (Email button) to open your computer’s email client with a pre-populated message containing the provided link.

  • Click the copy icon (Copy button) to copy the provided link to your system’s clipboard.

  • Alternatively, provide the QR code so that anyone with a smartphone can scan it via their camera app. The QR code can be easily printed by clicking the print icon (Print button).

Meeting shortcuts

Meeting Shortcuts

Meeting Shortcuts are intended only for those people who you plan on presenting during this session. It’s important not to get these confused with Attendee Shortcuts (see above), which are intended for viewers/listeners only. Please use Meeting Shortcuts cautiously.

For security purposes, a six-digit passcode is required to access a session as a presenter.

  • For convenience, the top link includes the passcode.

  • For additional security the bottom link will ask for the passcode, which can be provided separately.

Streaming Shortcuts

Streaming Shortcuts

  • Click the “email” icon to open your computer’s email client with a pre-populated message containing the provided link.

  • Click the “copy” icon to copy the provided info to your system’s clipboard.

Certain services (such as Vimeo) might not work with the information provided in the top-half of the box. If you’re having trouble streaming, try using the alternative links provided at the bottom of the box.


Billing Minutes

  • Minutes are not charged based on the duration of a session, but actual used minutes.

    • For example, if a session is set for 1 hour but lasts only 37 minutes, only those 37 minutes are charged.

    • Conversely, If a session is set for 1 hour but goes 1 hour 5 minutes, 65 minutes will be charged.

  • Minutes stop being charged either when the stream to the session is ended, or when the presenter mutes their microphone.

  • Sessions do not end automatically at the end of the scheduled duration.

  • If you’re streaming, you must end the stream manually to avoid having minutes charged.

  • To prevent the usage of unused minutes, you’ll need to manually** end the session** when finished. Otherwise, Wordly will continue to bill your minutes until either your minutes run out, or the session is ended automatically.

    • To prevent minutes being charged accidentally, Wordly will automatically end a session after two hours if no stream is detected.

2 - Attending a Session

Learn the basics of how to attend sessions through desktop and mobile browser versions of Wordly

Browser

To attend a session in a web browser, you must have first received an Attendee Link.

  1. Click the Attendee Link. It should look like this: https://attend.wordly.ai/

  2. Once clicked, a Wordly Attend page will automatically open in your default browser:

Wordly Attend Login

  1. Choose the language you want Wordly to translate spoken dialogue into.

    • Example: If the speaker is speaking in English and you want to translate into French, select French.
  2. If it’s not already filled in, enter the Session ID.

    • The Session ID is always four-letters and four numbers.

    • If not provided to you, you can sometimes find the Session ID at the end of the Attendee Link you were sent.

  3. When ready, click the Attend button ( Attend Button ) to start.

  4. When finished, close the browser, the tab, or click the exit button ( Exit button ) to leave the session.

Mobile browser

To attend a session on a mobile device’s web browser, you’ll need an Attendee Link or QR code to scan.

Attendee links are typically sent through email or text message.

  1. Tap the Attendee Link. This will automatically open Wordly in your device’s default browser:

    Wordly Attend Mobile Login

  2. Tap on the language dropdown to choose the language you want Wordly to translate spoken dialogue into.

    • Example: If the speaker is speaking in English and you want to translate into French, select French.
  3. If it’s not already filled in, enter the Session ID number.

    • The Session ID is always four-letters and four numbers.

    • If not provided to you, you can sometimes find the Session ID at the end of the Attendee Link you were sent.

    • Example : https://attend.wordly.ai/join/RNBR-7474

  4. When ready, tap the Attend button ( Attend Button ) to start.

  5. When finished, close the browser, the tab, or click the exit button ( Exit button ) to leave the session.

QR codes

Follow these steps to attend a Wordly session through a QR Code:

  1. Use your mobile device’s camera or barcode scanning app to scan the QR code, which will appear similar to this:

    QR Code

    The Wordly Attend window will automatically open in your device’s default browser:

    Wordly Attend Mobile Login

  2. Tap on the language dropdown to choose the language you want Wordly to translate spoken dialogue into.

    • Example: If the speaker is speaking in English and you want to translate into French, select French.
  3. If it’s not already filled in, enter the Session ID number.

    • The Session ID is always four-letters and four numbers.

    • If not explicitly provided to you, you can sometimes find the Session ID at the end of the Attendee Link you were sent.

    • Example : https://attend.wordly.ai/join/RNBR-7474

  4. When ready, tap the Attend button ( Attend Button ) to start.

  5. When finished, close the browser, the tab, or click the exit button ( Exit button ) to leave the session.


3 - Best Practices

Learn useful tips for making the best out of your Wordly sessions

Audio Tips

We suggest using high-fidelity audio equipment such as headsets, headphones, earbuds, or boom microphones, preferably with noise-canceling technology.

Advise your presenters to avoid using integrated laptop microphones, which capture too much background noise. If a laptop microphone is the only option available, we suggest turning the microphone gain levels up as high as possible in their laptop system’s audio settings.

Coach your speakers

  • If you have multiple presenters, make sure they know to speak one-at-a-time and avoid interrupting or speaking over each other.

  • Presenters should know to enunciate clearly.

  • Avoid using music with lyrics.

  • Presenters should speak at a moderate pace, pausing between sentences briefly.

  • Advise your presenters to pick a single language to speak in.

  • Make sure your presenters have sufficient bandwidth to support high-quality audio capture.

Create Glossaries

  • Glossaries are custom libraries which significantly increase the accuracy of Wordly’s transcription results. Without a glossary for reference, Worldly may be unable to properly transcribe unique phrases, words, and terminology that may be specific to your organization, employees, or departments. Check out this article to learn how to create glossaries.

  • Make sure to create glossaries for all the languages which presenters will be speaking.

Set Practical Expectations

Many variables can affect the accuracy of Wordly’s translation, including available internet bandwidth and possible issues with hardware, software, and operating systems. Make sure to let your presenters know that while they should expect a great experience with Wordly, errors are possible.


4 - Change Email or Password

How to change the email or password attached to your Wordly account

Follow these steps to change the email and/or password associated with your Wordly account.

  • In your Wordly account, click on your profile button located on the upper right of the screen.

Account Profile Button

  • Click on “profile” to view profile details. At the bottom, click on the blue “Manage email and password” link.

Wordly profile example

Wordly will automatically open to “Personal info”; however, two other options will be available on the side bar: “Account security” and “Applications”. This article covers Personal info and “Signing in” under Account security.

Wordly profile sidebar menu

  • In Personal info, click inside the boxes to update account name and email.

  • Use the dropdown menu to select locale.

  • Click the blue Save button at the bottom to save your changes.

Manage Name and Email

  • On the sidebar (if you do not see it, select the three horizonal lines button on the upper left), click “Account security” to show more options.

Signing in sidebar button

  • Click “Signing in”

  • To update your password, click the Update button. If you have always used a separate Single Sign On service like Google, Apple, or a corporate login, this option will not be available. You will have to change your password via that service.

Sign in settings

  • Click Update. You will be asked to verify your identify by entering your old password. After verification you will be taken to the Update Password screen where you can enter your new password.

  • Enter your new password and then confirm the new password. You can check the “Sign out from other devices” option to force other devices using your account to sign in using the new password.

  • Press “Submit” to save your new password.

Update password

  • On the Signing in page, you can also set up two-factor authentification through an authenticator application by clicking the vertical three-dot icon and clicking “Set up authenticator application”.

5 - Changing Speaker Language

How to change the speaker language during a session

Wordly supports multilingual speaking. This looks different whether you are using the Wordly Join App or using Wordly Meeting Bot.

Wordly Join App

In the Wordly Join App (accessed through Meeting Shortcuts), you can choose any language at any time, but to quickly switch between two languages, click the down arrow to reveal more language options.

Wordly Join App multilingual mode

One language will be labeled “speak/talk” while the other is in a gray font and labeled “paused”.

Choose your desired languages to switch between using the drop down menus. Changing the “speak/talk” language will immediately change the speaker language while changing the “paused” language selects a new language for fast switching via the arrows icon.

Click the arrows icon to switch the speak/talk language to paused and vice versa.

Wordly Join App language switch

Wordly Meeting Bot

On your Wordly account, go to the Sessions page and select the gear icon that appears when a session is live.

A pop-up window (the same one used to invite the Meeting Bot) titled with the Session ID and “Live Session Controls” will appear with two options: End Session and Active Meeeting Bot.

Active Meting bot

Under Active Meeting Bot, there will be the option to select the language of the speaker. Selecting a new language immediately changes the speaker language.

For each new language selected, a blue button of the previous selected language will appear underneath the language dropdown menu. Click the buttons to switch back and forth between speaker languages. The current speaker language is always the one selected in the dropdown menu.

Active meeting bot language buttons

Select as many languages as needed. If the X at the upper right of the popup is pressed, the window will close, but your selections will be saved.

6 - Downloading QR Codes

How to download session QR codes

Wordly offers QR codes as a quick and simple way to join a session. These QR codes can be downloaded in multiple formats for ease of use at meetings and conferences.

In Sessions ( Session Nav Button ), select your target session.

Click Attendee Shortcuts to expand the box and reveal the URL and QR code. To the right of the QR code, click the download button ( Session Download Button Icon ).

Attendee Shortcuts QR Code Download

This will bring up a new window with three options for downloading format:

  • QR code alone
  • QR code with passcode
  • QR code with instructions

Each will download as a .zip file. Inside will be a folder labeled session_qr_codes, which will contain a PDF with your QR code in your chosen format.

The QR code alone PDF will include the QR code as well as the URL to the session.

If your session requires an attendee passcode, you can use the “Download with passcode” option to create QR codes with the passcode built in or with the passcode provided below the QR code. See Adding a Session for how to create a session that requires a passcode.

The QR code with instructions PDF will present three illustrated steps to opening and attending the session. 1. Scan QR code or go to the URL. 2. Choose language and click attend. 3. Use headset on your phone for audio or read transcript on your device.

QR code with instructions

Downloading Multiple QR Codes

You can download multiple sessions’ QR codes at once. If you select multiple sessions, the option to download QR codes will appear on the right. Clicking the download button will bring up a window with the three format options. Note that when “QR code with instructions” is selected, sessions that require a passcode will not be included because they require the user to take additional steps to attend.

Multiple Sessions Select Screen

Printing QR Codes

To the right of the download button is the print button ( Print QR Code Icon ). Clicking this will bring up a new browser window with the QR code.


7 - Meeting Shortcuts

Using Meeting Shortcuts

In Sessions (Sessions), select your desired session and click Meeting Shortcuts (below Attendee Shortcuts).

Navigation Menu

Using the first URL under Meeting Shortcuts, join the Wordly session. Be sure to allow your browser to access your microphone. Remember that if you want people to attend but not speak, send them the attendee shortcuts link instead.

Wordly will translate your speech and the text you see into the selected language (shown next to the microphone icon). Changing the language in “talk/listen” will change the language into which Wordly’s speech recognition translates and transcribes for you. Others’ translation settings will not be affected.

Language select

Wordly works best when enunciating clearly. You can use Glossaries to allow Wordly’s speech recognition to include unique terminology.

Bilingual Mode

Meeting Shortcuts also allows the user to switch quickly between two languages. Pressing the down arrow to the right of the End Session icon will bring up talk/listen.

talk/listen

The language selected in “talk/listen” should be the language you are speaking in. It will also be the language Wordly will translate into. The language selected in “paused” is, essentially, waiting in the wings. Wordly’s real-time translation will not appear in that language until you click the switch button (the icon of arrows pointing in opposite directions).

Once clicked, the language in “paused” will become the “talk/listen” language and the previous “talk/listen” language will be paused. You can switch back and forth ad infinitum.

Audio Settings

To change your microphone in a session, you will need to go to settings.

First, click the vertical elipses in the upper righthand corner.

Meeting Shortcuts More Options Menu

Click on Settings to open the dialog box.

Audio Input Device Settings

From there, you can click the dropdown menu to select your audio input device (microphone/headset).

Select Microphone Dropdown

Click “OK” to close the dialog box.


8 - How To Start a Session

How to start your Wordly session

There are a wide variety of ways to start a Wordly session.

In Person Events

Laptop

For speakers, in your Wordly account, click “Meeting Shortcuts”. Click the first URL under Meeting Shortcuts then click join. For attendees, follow the Attendee link to join the Wordly Session.

Anyone using a Meeting Shortcut link will start the Wordly session. It doesn’t have to start in the Wordly Portal.

Android/IOS Device

Download Wordly’s app on Google Play or Apple Store:

Once you have the app, join a session with or without logging in.

Virtual Events

CVENT

There are different versions of Cvent. Contact Wordly to make sure you’re using the appropriate steps for your version of Cvent.

To integrate the Wordly App into your Cvent session, follow the Cvent Widget article.

Zoom

As the Zoom host, use the apps button at the bottom of your Zoom screen, select the Wordly App, confirm your language, and, if desired, specify a Session ID.

Teams

On the Session page of your Wordly Portal, click “Join with Meeting Bot” to invite the bot to your Teams meeting. Wordly will start translating once the Teams host admits Wordly into the call.

Google Meet

On the Session page of your Wordly Portal, click “Join with Meeting Bot” to invite the bot to your Google Meet call. Wordly will start translating once the Google Meet host admits Wordly into the meeting.

Webex

Create a Wordly session then enable other streaming services in Webex. When you start your meeting or Webinar, start live streaming with Wordly using the information found in the Webex Support and Wordly article.

Streaming Generally

Starting an RTMPS stream to Wordly will start your Wordly session.

9 - Using Wordly Translator App for IOS

How to use Wordly on the IOS app

Getting Started

Download the App

Download the Wordly Translator app in the Apple Store

Wordly Translator in Apple Store Search

Open the App

When you first open the app, you will be asked to approve the terms of service. From there, you will be taken to the dashboard where you can join a session or sign into your Wordly account.

Click Sign In, which will bring you to the Welcome page.

Wordly IOS App Welcome

Press Sign In with Wordly. If you use your company SSO with Wordly, you should pick your SSO provider. This is the same process as the first time you logged into the portal using your company SSO.

Using the App

Sign In or Join a Session

Whether you have an account of not, you can use the front page of the app to join a Wordly session as either attendee or presenter!

On the front page you can add a Session ID and then the “Join” button will be enabled. Clicking it will connect you to the session as an Attendee. Enter a passcode before clicking “Join” will connect you to the session as a presenter, allowing your speech to be added to the session’s transcript.

Click “Manage” after entering the passcode to change the Presenter’s language and name for the session before starting it.

IOS App Sign In or Join Session Page

If you join a session, skip to Attending a Session for more guidance.

Also on the front page is the Sign In option. Click this to sign in to your Wordly account.

Sign into Wordly Account in the IOS App

After signing in, you will have access to your Wordly Account and see your upcoming/current sessions.

Wordly Account in IOS App

Attending a Session

To attend a session, either enter the Session ID (and passcode if required), or select your session and click the green “start” button at the bottom of the screen.

Worldy IOS Start a Session

In the session screen, you will see the live translation. At the top and bottom of the screen will be different settings:

  • Language selection
  • Microphone
  • Leave or End Session
  • Mute/Unmute button
  • View participants

Worldy IOS Attending a Session

Language Selection

When you click the language listed in the top left of the session, a dropdown menu will appear, allowing you to pick any of Wordly’s supported languages.

IOS Choose Language

For each language you select, quick access buttons will appear at the top of the translation.

IOS Multilingual Mode

Ending a Session

To leave or end a session, click the “END” button at the bottom left. This will bring up a window asking if you would like to leave the session.

Leave or End Session IOS

  • Hit “CANCEL” to return to the session.
  • Hit “LEAVE” to exit the session.
  • Hit “END” to end the session.

Creating a Session

If you would like to use the app to create a session, click the blue “Add Session” button at the bottom of the screen. This will bring up the Session Setup window.

Adding Session in IOS App

Here, you can name your session; name the presenter; schedule the date and start time; select duration, language, glossary (if any); choose your transcript preferences; and decide the access level for your new session.

When you are done, hit “Save” at the bottom of the screen, and the session will appear on your list of sessions. You can edit the session after creating it. This session will also be available in the web portal.

Hitting “Back” will return you to the app’s homescreen.