Screen Sharing

Use the Screen Sharing feature in Zoho Assist to guide customers, demonstrate processes, or conduct live training sessions. You can share your screen in real time or schedule a session in advance. Customers can also request remote control during the session if needed.

Instant Screen Sharing

• Go to the Remote Support tab.
• Click Share My Screen and then click Start Now.
  
• To initiate screen sharing, click Download and install the agent.
  
• This is a one-time setup and won’t be required again unless you switch devices or browsers. Once installed, you can invite your customer to join the session.
  
• Invite your customer using:
  • Copy Link: Copy the session link and password and share directly.
  • Share via Email: Send an email invitation containing the session link and password. Customer can join using the details provided.
    
• The session starts once your customer joins. During the session, your customer can request control by navigating to Session > Request Control, which you can choose to accept or decline.
  

Scheduled Screen Sharing

• Go to the Remote Support tab.
• Click Share My Screen, enter your customer’s email, and select Schedule.
  
• Select the preferred date and time and confirm. Your customer will receive an email invitation with the link.
  
• Start the session at the scheduled time from the homepage by clicking Start.
  
• Alternatively, you can launch the session directly from the reminder email by clicking Start Session.
• The remaining steps are the same as in Instant Screen Sharing.