Initiate a demo session to the visitors by sharing the browser window or desktop screen
You can share your browser screen with the visitors and initiate a demo session.
- Once you're connected with your visitor, In More actions in the bottom of the Zoho SalesIQ operator - chat window and select Share your screen.
- You will find the screen sharing initiated button and a link to initiate the screen sharing, click the Share now link.
- You will be directed to the Zoho Assist window.
- Under the Start a Screen Sharing session, click Download the installation file.
- Now open the downloaded file and click Join.
- The visitor can click on Join now link in the visitor chat window and join the demo session.
- Your screen sharing session will be initiated, you can now demo the customer using your browser or desktop screen.
For your info:
Please check the list if you face any error with the screen sharing session:
- If you are using the Linux operating system, then the screen sharing feature will not work for you. As, the Linux OS is not supported by Zoho Assist.
- Free Zoho Assist Users: If you are a portal owner in both Zoho SalesIQ and Zoho Assist, then you will not have any session restrictions. If you are an associate, then you are allowed to initiate one session per day.
- Paid Zoho Assist Users: The sessions for the other plan users depends on the plan with Zoho Assist.
- In Zoho Assist, you cannot have account in two different org. If you are already a member of a portal, and if a portal owner of an other org tries to include you to a different portal, then you will be exclude automatically while initiating the sync. The portal owner should send you a private invite to add you to the portal, then you will be removed from the previous portal and synced with the requested portal.