General
Geo Insights
Geo Insight, a region-based report, empowers users to monitor and analyze both remote support and unattended session counts by region. The report offers detailed regional data for individual technicians. Our reporting feature allows filtering by ...
Independent File Transfer
The Independent file transfer feature allows you to transfer files to or from a remote device without the need to share the remote computer's screen. After configuring the remote device for unattended access, the technician can transfer files to the ...
Invite Technician
During an ongoing remote session, a technician can collaborate or get help troubleshooting complex issues by inviting an external or internal technician using the Invite Technician feature. Internal Technician An internal technician is a technician ...
Elevate to Admin mode on Windows OS
During a remote session, attempting to perform admin-level operations, such as using Run as administrator or accessing any secure desktops like Windows UAC through the session, may cause screen freezing for technicians. To perform these tasks and ...
Scheduled Reports
The Scheduled Reports feature enables technicians to automate report generation and delivery, offering timely insights without the need for manual intervention. With Scheduled Reports, you can easily personalize report schedules, ensuring that ...
Remote Script Execution in Zoho Assist
Zoho Assist allows technicians to access and control a remote computer or server from anywhere. The Execute script feature further simplifies this process by enabling the technicians to execute scripts on a remote device effortlessly. With the ...
Department Admin
The Department Admin role empowers technician with complete administrative privileges to a specific department they are assigned to. Essentially, the technician steps into a role similar to that of a Super Admin, but exclusively for their designated ...
Remote Audio
The Remote Audio feature allows technician to listen to audio from their customer's remote device during support sessions for efficient troubleshooting. This feature is available for both Remote Support and Unattended access sessions. You can enable ...
Elevate to Admin Mode on MacOS
Zoho Assist can run as either a user-level or admin-level application on a Mac OS remote device. When providing remote support to a MacOS device using Zoho Assist, you may find that certain tasks or system changes require admin-level access. The ...
Remote billing in Zoho Assist
The Billing feature manages periodic customer billing for any remote service a support technicians has provided. This feature allows organization to track and compute bills based on both session count and session hours. For hassle-free automatic ...
Folder Transfer in Zoho Assist
The Folder Transfer feature in Zoho Assist allows the technician to transfer the folder or multiple files in the specified folder from both the Windows and Linux OS remote device during a remote session. Currently, folder transfer is supported in the ...
Wake On Lan
You can easily boot up or turn on a remote computer from a completely shutdown state by using Wake on LAN. If you want a system to be turned on when your customer isn't sitting in front of it, then Wake-on-LAN will be handy. It is easy to setup as ...
Application Sharing in Zoho Assist
With the Application Sharing feature, a user can control the extent of a technician's access, based on the level of tech support needed. Application Sharing enables the user to share a specific application with the technician for remote ...
Optimize Screen resolution
Once a Remote support session is established, the display of the remote device that is connected with, may or may not fit the window size of the technician. The screen resolution feature allows the technician to choose the resolution that best fits ...
View only mode/ Keyboard and Mouse Control
The View Only mode setting has been migrated to a custom role as Keyboard and mouse control for all users. All existing users have been migrated to the new policy automatically. This user-level permission will be enabled by default for Superadmins ...
Connection Failure
How to find the unreachable gateway? 1. Open inspect by using Ctrl + Shift + i command. 2. Click on the Network tab, and go to the WS section. 3. Click w_socket, you will find the gateway as Host in the Headers tab. Reachability issue When a ...
Assist Universal Add-On- Android
With the Zoho Assist Universal Add-On, technicians can remotely support and control all Android devices. This document will help end users install the suitable mobile add-on based on their device configuration. General To access an Android ...
Hardware Input Prioritization
What is Hardware Inputs Prioritization? Hardware Inputs Prioritization is a feature enabled in Zoho Assist, which temporarily restricts the actions of the technician remotely controlling the end-user's device,automatically, while the end-user ...
Encryption
Encryption in Zoho Assist Encryption is primarily used to safeguard the contents of a message so that only the intended recipient can read it. This is achieved by replacing the contents with unrecognizable data, which can only be unscrambled by the ...
Send Clipboard Keystrokes
Technicians are generally restricted from copying and pasting a password in the login screen during a remote access session. With the Send Clipboard Keystrokes feature available in Zoho Assist, technicians will now be allowed to copy and paste a ...
Self-Service Portal
The Self-service portal allows users to resolve their issues by raising a request in the service queue, called as inbound request. It can be accessed by users who need assistance and will allow them to join an instant remote session for existing ...
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 ...
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 to ...
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 organization 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 flavor ...
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 ...
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 ...
Multi-Factor Authentication
You can add an extra layer of security by enabling Multi-factor authentication (MFA) for users in your organization. MFA is a security process in which the user provides various authentication factors to verify who they are. Various authentication ...
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 ...
Elevate to Admin mode
The Zoho Assist software can be run as a user-level or admin-level application on a remote computer. By default, the Elevate to Admin mode option is enabled for administrator accounts. Standard account users don't have access to administrator ...
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, ...
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 ...
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 ...
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 ...
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. ...
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 ...