Screen sharing - Zoho SalesIQ

Screen sharing for better customer support

Provide the best support by instantly sharing your screen or requesting your visitor to share your screen with your operator using the Zoho SalesIQ screen share option. This feature is directly built into SalesIQ and you need not have any integrations like Zoho assist enabled to use this feature. It helps operators understand complex issues that could not be explained in text or via audio calls.

Benefits of SalesIQ screen share

  • Support each-and-every interaction your team has with customers by providing on-demand customer support through screen sharing in the live chat window.
  • View your visitors screen and assist them without having to add any integrations. 

How to enable SalesIQ screen share for your portal?

  • Navigate to Settings > Global settings > Operator interface , enable the SalesIQ screen sharing option. 

How to enable SalesIQ screen share for a specific brand?

  • Navigate to Settings > Brands > Brand name > Configuration > Channels, toggle the screen share button to enable or disable the option specifically for your portal. 

Initiating screen share from chat window

SalesIQ screen share option allows you to share your screen or request visitors to share their screen directly from your chat window without having to navigate through menus. The visitors need not install any software to share their screen using this option. 
  • To share your screen with your visitors, in your operator chat window, click on the screen share icon on the top right corner.
  • Now choose the Share your screen option, this will initiate the screen sharing. 

  • A new window will pop up and you have to pick what you want to share. You have 3 options. 
    • Entire screen : This will share all the content of your screen including your desktop, it is less efficient when compared to the other two.
    • This window: This option will share all the content inside the selected browser window. 
    • Browser tab : This option will share all the content inside the selected browser tab, it is more efficient when compared to the other two. 
  • After selecting your preference, click on Share
  • Now the visitor will be able to view your screen on their browser. 

Requesting screen share of visitor chat window

SalesIQ screen share option allows you to request visitors to share their screen directly from chat window without having to install any software to share their screen. 
  • To request visitors to share their screen, in your operator chat window, click on the screen share icon on the top right corner.
  • Now choose the Request screen share option, this will initiate the screen sharing. 

  • Visitor will be shown a pop-up requesting to share their screen. They have to click on the share screen option to proceed.

  • Once accepted, they can pick 3 options, 
    • Entire screen: This will share all the content of your screen including your desktop, it is less efficient when compared to the other two.
    • This window: This option will share all the content inside the selected browser window. 
    • Browser tab : This option will share all the content inside the selected browser tab, it is more efficient when compared to the other two.
  1. Now the operators will be able to view the visitors screen and assist them accordingly.

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