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Zoho Assist is a remote access and desktop sharing software designed to provide real-time support across customer devices. If you are new to working in Zoho Assist as an IT technician or support rep, follow this guide to get started on core capabilities.

Getting Zoho Assist Tutorial for Beginners Up

Sign up for a Zoho Assist account and install the compact technician console. Customize the console pop-up widget a customer sees when you remotely connect by adding company branding. Configure access permissions and security policies from the web-based admin console.

Initiating Remote Sessions

When a customer reaches out for tech help to troubleshoot a device issue, instantiate remote access via Zoho Assist using three key methods – email, meeting invite or 6-digit access code. Ensure the target customer is ready before initiating view or control access.

Collaborative Browsing

Once remotely connected to the end user’s screen, launch collaborative browsing to sync your web browser or open websites together. This allows you to walk users through a process, fill forms and troubleshoot issues involving any browser-based tasks together.

Annotation Tools

Make use of annotation tools like pointer, arrows, texts and shapes overlaid on the user’s screen during screensharing. Annotating their view helps guide focus towards issues more collaboratively than just verbal directions during tech troubleshooting or software training.

Recording Sessions

Document support interactions and training guides at scale by recording Zoho Assist remote session footage. This creates a library of problems solved, key configurations, tutorials etc that both customers and technicians can reference as searchable video content within help portals.

With reliable connections, robust collaboration tools and permission controls, Zoho Assist simplifies remote assistance for technical teams and call centers. As an agent or technician, leverage this tutorial to provide more impactful step-by-step live support using Zoho Assist. Sign up now to get your free trial started.