Connect to Unattended Devices via Zoho Assist, chatting with user, and adding session notes.

This guide provides essential instructions for effectively connecting to unattended devices using Zoho Assist, ensuring a smooth remote support experience. It highlights important precautions to avoid unintended actions during sessions, especially when dealing with multiple monitors. Additionally, it covers how to communicate with users via chat and document session notes for future reference. By following this guide, users can enhance their remote assistance skills and maintain organized records of their interactions.

Bryan Fosmark IT and Automation Director
12 steps
46 seconds

Zoho

**Navigate to: [https://directory.sagepointenergy.net](https://directory.sagepointenergy.net)**

**Login** using MS-365 Credentials **Click** 'Zoho Assist'

Connect to Workstation

**Click** "*Connect*" on workstation.

Alert! \ \ Be VERY careful WHERE and WHEN you click; **you may experience a delay in what you see vs. what is happening on the screen**. You may inadvertently take actions on the device without knowing it!

Multiple Monitors

If there are multiple monitors, you will need to: - '**Choose**' which "*Monitor*" to start on.

You can **Switch** between "*monitors*" using this tab on '**right**' *menu*.

Chatting with User

**Click** '*right*' slide out bar

**Click** '*chat*' icon **Type** in '*chat box*' **Hit** "*Enter*"

Session Notes

**Click** '*Notes*' icon **Type** '*Session Notes*' \[they auto-save\]

Closing Session *Required

It is IMPERATIVE to close an active session; if not: - the session will remain active, - eating up bandwidth on the local network, - costing valuable resources on the remote PC, - and leaves the session open to potential hijacking of the session by threat actor.

**Click** '*left*' slide out menu

**Click** '*Exit*' icon

**Click** "*END NOW*"

**Click** "*Close this page*"