HELP FILE

Invite Customer to Join a GoToAssist Seeit Session

    Once you have created a new GoToAssist Seeit session from the agent website on your desktop computer or on your iOS device using the agent app for iOS, you can invite your customer to join your session in various ways.

    Invite customer via Support Key

    1. Start a new GoToAssist Seeit session from the agent website on your desktop computer or using the GoToAssist Seeit Agent App for iOS on your iOS device.
    2. Locate the Support Key on the session creation page or screen and provide it to the customer.

    3. The customer can open the GoToAssist Seeit app for Android or iOS on their mobile device to join the session using the provided Support Key.

    Invite customer via Session link

    1. Start a new GoToAssist Seeit session from the agent website on your desktop computer or using the GoToAssist Seeit Agent App for iOS on your iOS device.
    2. The Session link field will be displayed on the session creation page or screen.

      Using the agent website from your desktop computer:

      1. The Session link field will automatically be highlighted, and you can copy it's contents to your clipboard using your mouse or keyboard.

      Using the agent iOS app:

      1. Tap the Share icon and select Copy, or share the Session link using the third-party apps displayed.

    Invite customer via email

    Note: You must have a default email client (i.e., Microsoft Outlook, Apple Mail) set up on your computer to use this option.
    1. Start a new GoToAssist Seeit session from the agent website on your desktop computer or using the GoToAssist Seeit Agent App for iOS on your iOS device.

      Using the agent website from your desktop computer:

      1. In the bottom navigation, select an invitation language (i.e., English, French, German, Italian, Spanish) from the drop-down menu.
        Note: Choose an invitation language that is based on your customer's preferred language.

      2. Click Email in the bottom navigation.

      3. A new email message will open with the instructions automatically translated (i.e., based on your invitation language selection) and the Session link pre-populated, which you can then send to the customer.

      Using the agent iOS app:

      1. Tap the Share icon and select Mail.
      2. A new email message will open with the Session link and instructional text pre-poplated, which you can send to the customer

    Invite customer via text message

    1. Start a new GoToAssist Seeit session from the agent website on your desktop computer or using the GoToAssist Seeit Agent App for iOS on your iOS device.

      Using the agent website from your desktop computer:

      1. In the bottom navigation, select an invitation language (i.e., English, French, German, Italian, Spanish) from the drop-down menu.
        Note: Choose an invitation language that is based on your customer's preferred language.

      2. Click Text message in the bottom navigation.

      3. Select the desired country code from the drop down menu, or select Other... if your desired country code is not listed.
      4. Fill in the area code and phone number fields with the customer's information. If you selected Other... in the previous step, fill in the country code, area code, and phone number of the customer you'd like to invite.
        Note: If the country code you enter is not valid, the Send button will be grayed out, and a message will appear, "Oops - this country code seems to be invalid" until a valid country code is entered.

        When a listed country code is selected

        When Other... is selected

      5. Click Send.
      6. A confirmation dialog box will display to indicate the text message was successfully sent.
      7. Click Close.

      Using the agent iOS app:

      1. Tap the Share icon and select Message.
      2. A new text message will open with the Session link and instructional text pre-poplated, which you can send to the customer
    Article last updated: 27 September, 2022