Assist
Zoho CRM
Import your Zoho CRM contacts to Zoho Assist and get prompted each time you enter a email address in Zoho Assist. To import your Zoho CRM contacts: Go to assist.zoho.com. Navigate to Settings and choose the option Contacts under Remote support. ...
G Suite
Import contacts from your google account or from any .csv/.vcf file and get prompted whenever you want to start a remote support session with your customer. By making use of this feature you can Import any number of contacts from google account or ...
Zoho Mail
Utilize Zoho Assist's integration with Zoho Mail's to start remote support or screen sharing sessions right from your Zoho Mail account. You can initiate or schedule a session with an email contact as you read the mail. The integration does not ...
Zendesk
Integration of Zendesk with Zoho Assist enables you to initiate remote support and screen sharing sessions directly from Zendesk support tickets. Resolve every ticket and enhance your customer service by providing remote support to customers anywhere ...
Jira
Make use of Zoho Assist integration with Jira and go that extra mile as an IT support technician by initiating remote support sessions right from your service requests. You can schedule sessions, and update the service request status at the ...
Freshdesk
Integrate Freshdesk with Zoho Assist to resolve tickets by initiating an instant scheduled remote support sessions right from your Freshdesk ticket. The integration is simple, and does not require any software installation. On completion of a remote ...
Service Now
You can take customer service to a whole new level by reducing your incident resolution time by integrating Zoho Assist with ServiceNow. With this integration, you can conduct a remote support session or even launch a screen sharing session for ...
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 ...
Zoho Desk
Integration of Zoho Assist with Zoho Desk allows you to initiate remote support and screen sharing sessions directly from your support tickets. No prior setup or installation is required at your end or your remote customer's end to initiate a ...
Integrations
Zoho Assist is now integrated with help desk and service desk software like Service Now, Freshdesk, Zoho Desk and Zendesk. Once you have completed the configuration process, you can initiate support sessions right from your support tickets and ...
Reports
You can track your previous sessions with ease using Reports. You can choose from a wide range of custom views to visually analyze your remote support details better. View, analyze and download remote session details for sessions carried out over the ...
General
This section explains primarily about the run-time applications that open at both ends while running a remote session. The functionalities and features regarding the Technician Console and Customer Console are explained here in detail. Run As Service ...
Technician Console
This section explains the functionalities of the Technician Console. It's a run-time application which runs on the technician's computer once he or she starts a support session. It enables the technician to access remote customer's remote computer. ...
Native Application - Active X
Active X is a native application that works only for Windows. This section explains the functionalities of Active X Technician Console. A light-weight download is needed at your end to initiate a session. It enables the technician to ...
Browser-based HTML 5
HTML 5 is a browser-based technician console. It involves zero installation at your end to start a session. It enables the technician to access remote customer's computer quickly. Since it is browser based it supports both Mac and Windows. The ...
Customer Console
This section explains the functionalities of the Customer Console. Customer Console is a run-time application which runs on your customer's computer once the session starts. The functionalities are: Stop/Start Sharing Chat Swap Screen Annotate File ...
User Access Control
User Access Control(UAC) is a windows security feature that allows a non-administrator to perform administrative tasks by entering the administrator credentials in the UAC elevation prompt. In case of remote support, you cannot run applications, ...
Data Cleanup
Data Cleanup allows you to automate the sweeping out of all the redundant information in Reports and the Action Log Viewer at regular preset time intervals. To set the retention time for Reports and Action Log Viewer information: Navigate ...
Session Recording
Session recording allows you to record sessions and use them for internal audits, session analysis or demonstrations. Sessions are recorded seamlessly in the background and processed automatically. The saved recordings can be downloaded or deleted ...
Action Log Viewer
Action log viewer enables you to view and keep track of actions carried out in your organisation for auditing and administration purposes. You can generate the logs for a specified time and range by applying filter parameters such as module, ...
Preferences
Preferences feature allows you to choose the type of technician console, disable clipboard sharing, enable inactive session timeout, lock the remote computer at the end of every remote support session and customize the notifications to be shown to ...
Chat Transcript
Chat Transcript is a record of a chat between you and your customer which can be downloaded at the end of every session. You can download and save a copy of the chat transcript so that you can go through chat conversations on remote sessions for ...
Email Templates
Create new templates to suit your organization prospects or use the default templates for remote support, unattended access and screen sharing sessions. Save the template and edit it further if needed. Now you can simply go ahead and add your ...
Privacy Settings
You can configure your privacy settings to manage the data that is collected and stored in Zoho Assist. Privacy settings let you consent to data gathered and processed from third-party services, limit usage through role-based access for ...
Two-Factor Authentication
You can add an extra layer of security by enabling Two-factor authentication(TFA) for users in your organization. TFA is a security process in which the user provides two authentication factors to verify who they are. Various authentication modes ...
Session Notes
Session Notes enables the technician to store crucial information, case history and comments at the end of every remote support or unattended access session. It can be used by both technicians and Administrator for auditing purposes and future ...
Run As Service
The Zoho Assist software can be run on the remote computer as an application or as a service. Run As Service will be enabled by default if the customer is using an Administrator account. The administrator privileges are denied to a standard account ...
Email Configuration
Wanting to send emails with your support mail address in the from field instead of your technician's mail address? Yes, you can configure the email address of the sender account along with the reply-to and CC email addresses as long as you're the ...
Email Domain Verification
Why verify your email domain? Administrators can send emails from Zoho Assist using their company's email address. This can help companies improve the authenticity and credibility of their message. However, when a third-party service like Zoho ...
Power Options
With unattended access agent installed, you can achieve a couple of power actions such as Shutdown, Restart, Log off, Lock, Hibernate and Standby without even having to start a remote access session. You can achieve these power options with any of ...
Remote Tools
Perform windows administration tasks remotely with the help remote tools without initiating an unattended remote access session. Restart or shutdown computers and achieve other power options such as Log off, Lock, Hibernate and Standby with a single ...
Configure Domains
The list of domains validated for unattended access will be displayed here. You can add, manage, and configure domains. Navigate to Settings > Unattended access > Domains. All domains will be displayed by default. Select the domain which you want to ...
Manage Devices
The list of devices configured for unattended access will be displayed here. You can add, remove, access, and manage the devices. Steps Navigate to Unattended access > Deployment > Manage Devices. All devices will be displayed by default. Select the ...
Diagnostic Tools
Using an unattended access agent from the remote end, you can perform certain system diagnostic operations such as opening the command prompt, accessing the task manager and device manager, and viewing the status of the groups, hardware, printers, ...
Install agent using distributor
A distributor is an unattended access agent that helps discover and manage the computers in the domain it is deployed in. It helps reduce the need for time-sensitive manual deployment processes. You can use a distributor to configure unattended ...
Deployment
Configure computers for unattended access by installing the unattended access installer. You can configure unattended access on individual computers by asking your customer to execute the file downloaded from the unattended access installer link. You ...
Install Agent Using Startup Script
Recommended for Active Directory enabled networks. Here are the steps involved to easily deploy Zoho Assist unattended agent across your network using Startup scripts of Group Policy Object. Login to Zoho Assist. Navigate to Settings, click ...
Installer Link
Just copy the installer link right from our website or send the link through email to your customers. No longer do you need to download the unattended access installer and send it to your customers every time to add a computer to your unattended ...
Grouping Computers
Grouping computers helps you to organize a large computer list, for easy access and identification. Group computers based on the organization, location, operating system, or time zone using this feature. You can rename the group as well as move the ...
Unattended Access
Unattended Access helps you access remote computers even without the presence of the customer at the remote end. You can access both Windows and Mac computers. You can view, manage, control and even troubleshoot the remote computer anytime once a ...
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