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