Zoho SalesIQ

Zoho SalesIQ

The smooth integration of Zoho Assist with Zoho SalesIQ empowers you to start a remote support session from your live chat console. Your customers also can raise a remote support request right from the chat. Not only remote support but also share your screen if you would like to deliver a demo to your customers. This integration can help your customers to reach you during your working hours and neither you nor your customer needs to rely on a phone call to get started. It's a single click process at both ends where there is no need for sharing session code.

Key benefits
  • Your visitor can request a remote support session right from his/her chat window.
  • Initiate remote support session from your live chat console.
  • Share your screen with your customer for demo or training related purposes.

Steps

How to initiate a remote support/screen sharing session

  • Once you are in a live chat session, go to My Chats.
  • Open the visitor's chat for which you want to initiate a remote support or screen sharing session.
  • Click on More Actions and choose Request visitor to share screen to initiate a remote support session.

  • Choose Share your screen to share your screen with the visitor.

  • Ask your customer to click on Share Now/Join Now to get connected to the session.

How to enable "Share your screen" at the visitor's end

  • Go to Settings > Websites.
  • Select the website name and click Add on Live Chat Widget.
  • Then go to Chat Window > Configurations > Show more.
  • Enable Display screen sharing option and click Update.

  • Once configured, your customer can request a remote support session right from his/her chat window by clicking on Share your screen.


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