Tip #27- Enhancing remote support: Using the technician info box for better protocols in Zoho Assist- 'Insider Insights'

Tip #27- Enhancing remote support: Using the technician info box for better protocols in Zoho Assist- 'Insider Insights'

Hello Zoho Assist Community!

We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions.

Imagine your IT support team frequently conducts remote sessions to troubleshoot customer issues. To maintain consistency and professionalism, you want all technicians to follow specific protocols, such as avoiding certain actions on the customer's system without getting permission or taking steps to ensure data privacy. With the technician info box, super admins can now brief technicians on these guidelines directly within Zoho Assist.

To implement this setting, navigate to Preferences in your Zoho Assist account and scroll down to Technician Info Box. Here, you can enable or disable the info box and customize the message to be displayed to the technician. 



By incorporating this feature into your remote support workflow, you can enhance the quality of your service, build customer trust, and streamline operations.

Try it out today and let us know how the technician info box has helped your team in the Zoho Assist Community!

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now