Request Remote Access

How to request the visitor to access remotely?

  1. You can click on Request remote access option from More Actions in the chat window (your visitor can also click on the Share your screen option from the menu in the visitor's chat window.)
  2. Click on Join now to start the session.
  3. This will take you to the Zoho Assist page, there you can view the invitation link sent to your visitor, you can also re-send the invitation once again if the visitor did not receive the invitation. 

Visitor Chat Window Actions:

  1. Then, the visitor should click on the Share now link (eg: https://join.zylker.com/780506265) to initiate the session.
  2. This will take the visitor to the Zoho assist page to download a file.

    Note:

    The downloadable is just an application that connects the operator's and the customer's machines. The connection will be removed once the remote session ends, and doesn't transmit or impact the access/data available in the customer machine. The customer can delete the downloadable immediately after the remote session. 

  3. When the download is complete, the visitor should run the Join file.
  4. Finally, click Join to start the session.

More option on Screen sharing:

  • Stop share: This option allows visitors or operators to stop sharing screens once they're done with screen sharing session.
  • Chat: Now visitors and operators can chat simultaneously during the screen share session.
  • Swap Screen: Now with swap screens, you can either view the visitor's page or the visitor can view the operator's page.

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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.

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Write to us: support@zohosalesiq.com