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!