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How can we help you?

HELP FILE

GoToAssist Corporate Quick Start Guide

The following guide will help you get started with GoToAssist Corporate quickly and efficiently.

The process of hosting a GoToAssist Corporate support session can be broken down

into 3 parts, as follows: Connect, Provide Service and Get Feedback.

 

1. Connect

  • Modes of Connection
  • Step 1: Download the HelpAlert application (Windows only)
  • Step 2: Log In to HelpAlert

2. Provide Service

  • Phone Mode Step 1: Representative Starts Phone Mode Support Session
  • Phone Mode Step 2: Customer responds to Phone Mode Session Invitation
  • Web/Queue Mode Step 1: Customer Submits Session Request (Customer Portal)
  • Web/Queue Mode Step 2: Representative Responds to Session Invitation
  • Step 3: Guide the Customer through the Download Process
  • Step 4: Connect and View the Shared Desktop
  • Step 5: Explain How to End Screen Sharing and Change Access Level
  • Step 6: Use the Representative Chat Box and Tools to Support the Customer

3. Get Feedback

  • Step 7: End a Support Session
  • Step 8: Provide Session Feedback
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Due to the increased demand for remote-work solutions, some wait times may be longer than normal. If you haven't yet, please try searching our knowledge base for faster answers.
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