How to integrate your Zoho Assist account with your Zoho SalesIQ account?

1. Login to your Zoho SalesIQ account.
   
2. From the Home Page, navigate to Settings > Developers > Integrations and choose Zoho Assist.
   
3. In the Zoho Assist integration page, click the Enable button. 
   

1. Once you integrate successfully, you will be able to see the name of the administrator i.e, your name and the Zoho Assist Org ID will be displayed below.
   

1. You can also change the account associated with Zoho Assist, if necessary by  clicking on Change Account.
   

Assist integration Configurations

Grant Remote Access

Enable Screen Sharing/Remote Assistance in chat window

1. Navigate to Settings > Personalize > Brands.
2. Choose your preferred brand and then click on Configurations.
   
3. Under General Tab, scroll down and enable Remote Access option.
   

Use Screen Share/Remote Assistance in Group Chat

1. When there are more than one operators in a chat, any of the operators can initiate Share your Screen/Request Remote Access with the visitor.
   
2. However, the screen share/remote assistance can be viewed only by the visitor and the operator who had initiated it.
   

How to request the visitor to access remotely?

1. You can click on the Request Remote Access option from More Actions in the chat window (your visitor can also click on the Share your screen option from the menu in the visitor's chat window.)
   

1. Click on 'Join Session' to begin the remote support session.
   

1. This will take you to the Zoho Assist page, there you can view the invitation link sent to your visitor, you can also re-send the invitation once again if the visitor did not receive the invitation. 
   

Visitor Chat Window Actions:

1. When the Operator initiates a remote session, the visitor will get a screen share consent message.
   

1. When the visitor clicks on Share now, they will be taken to a consent page to join the session.
   
2. When they click on the 'Join Session' Button, a download page will appear. Download and run the application to join the support session.
   

1. When the download is complete, the visitor should run the Join file. 

Note:

The downloadable is just an application that connects the operator's and the customer's machines. The connection will be removed once the remote session ends, and doesn't transmit or impact the access/data available in the customer machine. The customer can delete the downloadable immediately after the remote session. 

1. Finally, click Join to start the session. The remote session will be initiated and the operator will now be able to access the visitor's screen.
   

Initiate a demo session to the visitors by sharing the browser window or desktop screen

1. Once you're connected with your visitor, click on More actions in the Zoho SalesIQ operator chat window and select Share your screen. A shortcut for the Share screen option is also available below the message composer box. 
   

1. You will find the screen sharing initiated button and a link to initiate the screen sharing, click the Share now link.
   
2. You will be directed to the Zoho Assist window.
   
3. Under the Start a Screen Sharing session, click Download the installation file.
   
4. Now open the downloaded file and click Join.
   
5. The visitor can click on Join now link in the visitor chat window and join the demo session.
   
6. Your screen sharing session will be initiated, you can now demo the customer using your browser or desktop screen.