Zoho SalesIQ Help

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

You can share your browser screen with the visitors and initiate a demo session.

  1. Once you're connected with your visitor via chat, In More actions in the bottom of the Zoho SalesIQ operator - chat window and select Share your screen.
  2. You will find the screen sharing initiated button and a link to initiate the screen sharing, click the Share now link.
  3. You will be directed to the Zoho Assist window.
  4. Under the Start a Screen Sharing session, click Download the installation file.
  5. Now open the downloaded file and click Join.
  6. The visitor can click on the Join now link in the visitor chat window and join the demo session.
  7. Your screen sharing session will be initiated, you can now demo the customer using your browser or desktop screen.

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