Are back-and-forth emails taking up more of your support team's time than resolving the tickets themselves? Communication gaps, manual processes, and a lack of centralized data can cause a number of challenges, but there is a feature that can speed up the entire workflow.

The power duo: scheduler + remote support tool 

Imagine utilizing the combined capabilities of Zoho Bookings and Zoho Assist. Zoho Bookings is a scheduler, while Zoho Assist is a remote support software. This integration not only simplifies scheduling with customers but also makes sharing of remote support and screen sharing session links quicker. As a result, support agents can get started with troubleshooting in no time.

Benefits of this integration:

• Time efficient: Improves the ticket turnaround time and productivity, as the time taken to coordinate and administrative tasks is reduced.

• Streamlined workflow: Simply provide the customer with your booking page link; once they book with you, the scheduling and generation of remote session links will be seamlessly established, creating a well-structured workflow.

• Enhanced customer experience: Integrating these products can create a seamless and user-friendly experience for customers. They can schedule appointments, receive confirmations, and join remote support sessions all within a unified system, leading to higher customer satisfaction.

Requirements:

• Zoho Bookings paid plan (Basic/Premium)

• Zoho Assist Professional/Enterprise

How to integrate Zoho Bookings with Zoho Assist

Step 1: Enable the integration

Log in to your Zoho Bookings account. Navigate to Integration > Others > Zoho Assist. Click Connect Zoho Assist. Now log in to your Zoho Assist account and allow access to Bookings.

Step 2: Map services to create remote session or screen sharing session

1. Log in to Zoho Assist.

2. Navigate to the Settings icon   > Organization > Manage Technicians > Invite Technicians.

3. Add the staff email address and click Invite Technicians.