SupportCenter Plus allows you to integrate with Zoho Assist so that your support reps can provide remote assistance to your contacts. With this integration, support reps can initiate a remote session with anyone across the world.
This feature is available as an add-on for Standard, Professional, and Enterprise editions.
This is an application-wide configuration.
The application should have a concurrent license. Email us at email@example.com to get your concurrent license.
The user configuring the integration must have valid login credentials for SupportCenter Plus and Zoho Assist.
Configuring the integration
Role required: SDAdmin
To configure the integration,
Go to Admin > Integrations > Zoho Assist. (In multi-portal setups: Global Settings > Integrations > Zoho Assist)
Click Get Started Now.
From the displayed client types, choose Self Client.
Click Create. A confirmation window pops up.
Click OK to create the Self Client. Two tabs, Generate Code and Client Secret will be displayed.
Copy the Client ID and Client Secret displayed under the Client Secret tab to the configuration page in SupportCenter Plus.
Under Generate Code tab, enter the scope as ZohoAssist.sessionapi.CREATE and provide a Scope Description.
Under Time Duration, choose a validity time for the code to be generated - the integration should be configured before the code expires.
Click Generate. Copy the displayed code and paste it under the Generated Code field in the configuration page of SupportCenter Plus.
Choose your Domain from the drop-down.
Click Test connection and Save.
You can initiate a remote assistance session using the remote assistance option under the Remote Control drop-down in the request details page.