Zoho Assist Features
Administration (18)
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Active Directory Integration
Integrates with Active Directory
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Diagnostics
Provides administrators with performance information to
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Session Recording
Provides the ability to record remote access and support sessions
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Session Transfer
Allows remote access and support sessions to be transferred between users
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Unattended Access
Allows administrators access to devices, regardless of end-user's presence
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File Sharing
Allows remote users to share files with other remote users
Screen Sharing
Digitally share screen view with others
File Transfer
Move files across different systems or networks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Screen Sharing
Provides screen sharing options to allow access to view or control real-time activities.
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File Sharing
Provides easy and seamless file transfer and sharing capabilities to increase productivity and collaboration while working remotely.
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Session Recording
Provides the ability to record remote access and support sessions.
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Unattended Remote Access
Provides remote access to computers at any time, without an end-user present.
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Multi - Session Handling
Provides multiple technician support simultaneously.
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Multi-Monitor Support
Allows users to switch between multiple end users’ monitors with a single click.
Access Control
Provides permssion for access control of user's web browser
Web Page Navigation
Allows agents to navigate through web pages by swapping or shifting pages on user's behalf
Real Time Assistance
Provides real time assitance across web and mobile
Platform (5)
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Cross-Platform Access
Allows remote usage and access across a range of operating systems and device types
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Mobile Device Access
Allows remote desktop administrators access to connected mobile devices
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Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Multiple Monitor Access
Access multiple screens from one centralized location
Security (11)
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Device Enrollment
Registers employee-owned or company-distributed devices for IT access
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Remote Monitoring & Management
Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications
File Management
Create, save, and store files
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Print Management
Helps control, track and monitor printing processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
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Data Encryption
Implements encryption standards to secure data both in transit and at rest.
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Compliance
Provides compliance to multiple industry standards like HIPAA and GDPR.
Data Security
Provides high-level security during co-browsing sessions
Data Masking
Provides secured masking on sensitive data (i.e. account numbers or passwords)
Conferencing Options (6)
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Group Live Chat
Provides a live chat feed during a screen sharing session.
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Audio Conferencing
Allows users to communicate via audio channels.
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Video Conferencing
Allows users to communicate via video channels.
Video Streaming
Allows users to view videos without downloading media files
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Conferencing
Presenter Tools (4)
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Live Preview
Provides a live preview of what viewers are seeing in real-time.
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Notifications Blocker
Blocks notifications from other applications from appearing during a screen sharing session.
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Remote Control
Allows users to give audience members control of cursors or tools on the shared screen.
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Switch Presenter
Allows presenters to relinguish presenter access to another user in a call.
Application Tools (5)
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Password Protection
Provides password protection to screen sharing sessions.
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Video Call Recording
Record and playback video calls
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In-Browser Application
Software is available within browsers.
Screen Recording
Record and save a video file of what is happening on a computer screen
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
ServiceNow Apps (2)
ServiceNow Integration
How satisfied are you with this app/integration in the ServiceNow ecosystem?
Value
How valuable is it to be able to use this product with ServiceNow?
Maintenance (2)
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Remote Reboot
Remotely wake, restart, and install applications on sleeping devices.
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Remote Printing
Print files from remote computer onto the local printer, without having to transfer the file between computers.
Communication (4)
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Text Chat
Connects instantly via group chats, web-based chats, offline messaging, persistent chat groups, and customer-initiated chat.
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VoIP
Provides voice over IP calling solutions.
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Video Conference Call
Provides pre-session or in-session video call options to resolve issues.
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Screen Annotations
Allows to draw, highlight, encircle, and box certain areas on the screen of the remote computer to enhance support and communicate better.
Device Support (4)
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Mobile Device Access
Allows mobile device access to provide support or connect to your computer from anywhere.
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Multi-Platform Support
Provides support across iOS, Mac, Android, PC and other devices.
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Cross-Platform
Allows cross-platform device support, supporting Windows, Mac, Linux, iOS, Android, and Chromebook devices.
Video Support
Supports various video file formats
Performance (1)
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Reporting
Provides robust reporting capbilities like session details, technician performance information, and end users’ survey summaries.
Agentic AI - ServiceNow Store Apps (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Screen Sharing (1)
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Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (126)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Chat/Messaging
Communicate using direct chat or messages within the system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Secure Data Storage
Securely stores data to prevent data loss or breaches
Customizable Branding
Add customized logos and colors to align with company branding
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Remote Printing
Print remote documents from multiple devices
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Desktop Virtualization
Creates virtual version of end user's desktop environment or operating system
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Remote Update/Installation
Deploy updates or install new software remotely
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Secure Login
At least a username and password is required to access the system
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Real-Time Data
Receive data and information in real time
Uptime Reporting
Track the availability time for a designated network or website over a given period of time
Live Chat
Ability to chat online in real time
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Authentication
Verify the identity of users/devices to enable secure access
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Diagnostics Tools
Access system information, including hardware and software configuration, to perform diagnostics
Summary Reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Troubleshooting
Take actions to troubleshoot issues for networks, devices, etc.
Real-Time Updates
Receive system updates as soon as any changes are made
Document Storage
Store and organize documents in a centralized system
Chat/Messaging
Communicate using direct chat or messages within the system
File Transfer
Move files across different systems or networks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Screen Capture
Save a screenshot of your desktop as an image
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Multi-Participant Screen Sharing
Allow several participants to share screens simultaneously
Mobile Access
Access software remotely via mobile devices
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
API
Application programming interface that allows for integration with other systems/databases
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customizable Branding
Add customized logos and colors to align with company branding
Email Reminders
Reminders sent via email
Desktop/Browser Sharing
Share screens of either your computer's desktop or your browser tab with another computer
Email Management
Manage, store and organize emails within the system or via third-party apps
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Screen Mirroring
Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience
Annotations
Highlight content and/or make notations about parts of content
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Targeted/Locked Screen Sharing
Share only a specific tab on your desktop while continuing to work in other tabs without sharing them
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
File Management
Create, save, and store files
Mobile Screen Sharing
Share screens from your tablet or smartphone
Video Management
Store and manage online video content
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Real Time Screen Sharing
Share your screen with a third party to enable them to see what changes/actions are being performed as they happen
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Presenter Control Management
Allow one presenter to pass control of the screen sharing to another participant
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Microsoft Outlook Integration
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Video Support
Supports various video file formats
Scheduling
Plan availability and assign specific time slots for tasks and resources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Availability Indicator
Indication whether a resource is available or protected from allocation
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Commenting/Notes
Leave comments and notes on documents for others to view
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Single Sign On
Allow users to access multiple services after entering their login credentials once
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Data Import/Export
Import and export data to and from software applications
Audio Calls
Ability to make voice calls within the system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Remote Monitoring & Management
Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Single Sign On
Allow users to access multiple services after entering their login credentials once
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Summary Reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Session Transfer
Transfer a support session to another team member
Remote Update/Installation
Deploy updates or install new software remotely
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Real-Time Updates
Receive system updates as soon as any changes are made
Troubleshooting
Take actions to troubleshoot issues for networks, devices, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
API
Application programming interface that allows for integration with other systems/databases
Support Ticket Management
Allow customers/users to submit support queries and service requests
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Video Conferencing
Connect with meeting participants remotely over video
Diagnostic Tools
Access client's system information, including hardware and software configuration, to perform diagnostics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
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