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Zoho Assist Implementation Guide

This guide from Zoho provides both basic and advanced how-tos for Zoho Assist including the initial setup.  


Goal of this guide is to easily identify, diagnose, and troubleshoot support issues faster using Zoho Assist. With Zoho Assist, you can improve your IT remote support service by providing

On-demand Remote Support, Unattended Remote Access, and Two-way Screen Sharing for desktops, tablets, and mobile devices. Connect remotely, transfer files, and collaborate online with our built-in chat feature. Zoho Assist helps you address and troubleshoot issues as quickly as possible, saving you travel time and money.

This PDF will show you how to set up a Zoho Assist account for an entire organization, configure a computer for unattended access and, how to provide remote support from our software integrations.

This guide will provide you with answers to various questions you may have, such as:
• Why Zoho Assist?
• How does Zoho Assist work?
• How do I setup an account for my clients?
• How do I customize and rebrand Zoho Assist to suit my client’s brand?
• What are the benefits of retaining my clients for Zoho Assist?

Why Zoho Assist?
• Customers often find it cumbersome to configure computers for unattended access. You can use your technical expertise to configure unattended access for your client’s computer without moving from your desk.
• Match the look and feel of Zoho Assist with your client’s brand visuals using custom branding options, email templates, and configurations.
• Embed the Zoho Assist customer plugin onto your client’s webpage, and even set up a desktop application so your clients can initiate support sessions right from their desktops.
• Configure two-factor authentication, and set up authentication mode for all the technicians who are a part of your client’s organization.
• Set up the whole account for your client such that all they have to do is support their customers through our mobile app.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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