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Payroll software with automated tax payments and filing.

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Low-code IoT platform and solutions for connected businesses.

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Business formation service to launch and grow your businesses.

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Unified payment solution built for all businesses.

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Comprehensive email security and archiving for every business.

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Cloud-based qualitative data analysis tool.

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Online community platform for individuals and businesses to grow their network and brand.

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Modern retail POS to sell better, manage your entire business, and join the digital revolution.

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Comprehensive CRM platform for customer-facing teams.

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Cloud Contact Center Software for businesses.

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Digital signature app for businesses.

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Build online forms for every business need.

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Simple CRM for small businesses moving from spreadsheets.

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Live chat app to engage and convert website visitors.

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Appointment scheduling app for consultations with customers.

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Comprehensive sales map visualization and optimal route planning solution.

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Complete loyalty and affiliate management platform.

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Unified platform to deliver top-notch customer experience.

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Create, send, and track targeted email campaigns that drive sales.

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Cloud Contact Center Software for businesses.

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Digital signature app for businesses.

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Build online forms for every business need.

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All-in-one social media management software.

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Design surveys to reach and interact with your audience.

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Live chat app to engage and convert website visitors.

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Online website builder with extensive customisation options.

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End-to-end event management software.

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Website conversion optimization and personalisation platform.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Webinar platform for webcasting online webinars.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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Domains

Easy domain registration, transfer, and secured DNS management.

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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

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Thrive

Complete loyalty and affiliate management platform.

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Manage all your local business listings on a single platform.

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Unified marketing platform for marketing teams.

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eCommerce platform to manage and market your online store.

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Helpdesk software to deliver great customer support.

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Assist

Remote support and unattended remote access software.

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Cloud Contact Center Software for businesses.

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SalesIQ

Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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End-to-end field service management platform for service businesses.

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Lens

Interactive remote assistance software with augmented reality.

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The all-in-one toolkit for solopreneurs.

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Unified platform for customer service and support teams.

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Books

Powerful accounting platform for growing businesses.

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Expense

Effortless expense reporting platform.

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Digital signature app for businesses.

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Powerful stock management and inventory control software.

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Invoice

100% Free invoicing solution.

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End-to-end billing solution for your business.

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Payroll

Payroll software with automated tax payments and filing.

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eCommerce platform to manage and market your online store.

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Checkout

Collect payments online with custom branded pages.

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Practice

Practice management software for accounting firms.

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Solo

The all-in-one toolkit for solopreneurs.

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Payments

Unified payment solution built for all businesses.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

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Voice

Cloud Contact Center Software for businesses.

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Sign

Digital signature app for businesses.

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WorkDrive

Online file management for teams.

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Bookings

Appointment scheduling app for consultations with customers.

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Cliq

Stay in touch with teams no matter where you are.

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Notebook

Beautiful home for all your notes.

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Online meeting software for all your video conferencing & webinar needs.

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Connect

Employee experience platform to communicate, engage, and build positive employee relations.

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Learn

Knowledge and learning management platform.

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Office Integrator

Built in document editors for web apps.

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Word processor for focused writing and discussions.

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TeamInbox

Shared inboxes for teams.

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ZeptoMail

Secure and reliable transactional email sending service.

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Create, edit, and share slides with a sleek presentation app.

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Work management tool to connect people, processes, and information.

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Spreadsheet software for collaborative teams.

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Powerful collaborative work platform for teams.

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Online business calendar to manage events and schedule appointments.

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Collaborative task management for individuals and teams.

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Collaborative online PDF editing tool.

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Workplace

Application suite built to improve team productivity and collaboration.

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Expense

Effortless expense reporting platform.

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Intuitive recruiting platform built to provide hiring solutions.

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Organize, automate, and simplify your HR processes.

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Digital signature app for businesses.

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Payroll software with automated tax payments and filing.

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Employee scheduling and time tracking app.

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Manage temporary staffing with an employee scheduling solution.

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Security and IT Management

Creator

Build custom apps to simplify business processes.

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Assist

Remote support and unattended remote access software.

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Vault

Online password manager for teams.

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Directory

Workforce identity and access management solution for cloud businesses.

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Lens

Interactive remote assistance software with augmented reality.

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QEngine

Test automation software to build, manage, execute, and report testcases.

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Catalyst

Pro-code platform to build and deploy your apps.

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RPA

Automate manual, tedious, and repetitive tasks easily.

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eProtect

Comprehensive email security and archiving for every business.

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OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

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Toolkit

Complete resource for any admin-related lookup queries.

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BI and Analytics

Analytics

Modern self-service BI and analytics platform.

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DataPrep

AI-powered ETL tool for effective data integration and movement.

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IoT

Harnessing IoT analytics for real-time operational intelligence.

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Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

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Manage, track, and collaborate on projects with teams.

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Sprints

Planning and tracking tool for scrum teams.

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BugTracker

Automatic bug tracking software for managing bugs.

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Solo

The all-in-one toolkit for solopreneurs.

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Projects Plus

Unified project management platform for intelligent, data-driven work.

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Creator

Build custom apps to simplify business processes.

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Flow

Automate business workflows by creating smart integrations.

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Office Integrator

Built in document editors for web apps.

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DataPrep

AI-powered ETL tool for effective data integration and movement.

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ZeptoMail

Secure and reliable transactional email sending service.

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Work management tool to connect people, processes, and information.

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Test automation software to build, manage, execute, and report testcases.

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Pro-code platform to build and deploy your apps.

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Automate manual, tedious, and repetitive tasks easily.

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Build, deploy, and scale IoT solutions for connected businesses.

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Application analytics for all apps.

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Embedded analytics and white label BI solutions, tailored for your needs.

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Low-code IoT platform and solutions for connected businesses.

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Unified platform for customer service and support teams.

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All-in-one suite to manage your operations and finances.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Basic Online Training Plan

Basic Online Training Plan

The Basic Online Training Plan is ideal for users who are new to Zoho Assist or remote support in general. This comprehensive learning experience serves as your introduction to remote support, unattended remote support, and the Admin console—the trifecta of tools that form the foundation of Zoho Assist's. The training is broken into two days of two-hour sessions, equipping you with essential skills to navigate the remote support landscape confidently.

Register now
Advanced Online Training Plan

Advanced Online Training Plan

The Advanced Online Training Plan spans three immersive days, with two-hour sessions each day. It is designed for users who have experience with Zoho Assist and want to explore more advanced features. This plan covers the basics, as well as customization and deployment. The plan also includes a dedicated point of contact to help you with implementation.

Register now
On-Site Training Plan

On-Site Training Plan

The On-Site Training Plan is the ultimate option for organizations seeking personalized and immersive training experiences. Our expert trainers will visit your location to provide hands-on training tailored to your specific business needs for two full days. This plan is suitable for teams and businesses looking to maximize their remote support efficiency and effectiveness.

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Awards and reviews

  • Zoho Assist
    ★★★★★4.6/ 5
  • Zoho Assist
    ★★★★★9 / 10
  • Zoho Assist
    ★★★★★4.6 / 5

“Easy connection, not require admin privileges in the users’ PC, and works behind firewalls."

Zoho Assist Javier Molina, iSy Ek SAS

Course Agenda for Zoho Assist

Introduction

  • Welcome to Zoho Assist
  • Benefits of a remote support software
  • Understanding the Tool’s Architecture

Inviting Technician

  • Inviting Technicians to Join the Platform
  • Collaborative Tools for Technicians

Remote Support Sessions

  • Viewer console
  • Customer console
  • Scheduled session
  • Screen sharing session

Mobile apps and plugins

  • Technician mobile app
  • Customer mobile app
  • Desktop plugin
  • Get support plugin

Summary

  • What’s new?
  • Best practices for administrators
  • What’s next?
  • Frequently asked questions

System Requirements

  • Hardware and Software Prerequisites
  • Network Requirements

Organization Setup

  • Installation/ deployment
  • Ensuring Secure Communication
  • Discovering and Adding Domains and Computers
  • Manage technicians
  • Session recording
  • Audit logs
  • Analytics
  • Import, add, and manage contacts
  • Configuring departments

Configuring unattended access

  • Installation methods
  • Bulk deployment
  • Accessing and working on an unattended computer
  • Diagnostic tools (remote, command, prompt, users, groups)
  • Power options (wake on LAN, shutdown, reboot)

Integration

  • Ticketing and Workflow Integration

Firewall Configuration

  • Configuring Firewall Settings on Client Computers
  • Enabling Automatic Configuration
  • Verifying Agent Installation Status

Customization and rebranding

  • Customize email templates
  • Customer plugin and desktop app
  • Embedding customer widget
  • Personalize email templates

Unattended Access Settings

  • Computer grouping
  • Group permission
  • Analytics
  • Session confirmation and security setup

Audit and Backup

  • Monitoring and Auditing Remote Control Operations
  • Configuring Custom Groups and Settings
  • Data Backup Scheduling

Who Should Attend

If you are an IT Manager, System Administrator, or an Operator who has implemented Zoho Assist within your network infrastructure, this training is tailored to equip you with the skills and knowledge to harness the full spectrum of remote support and access capabilities offered by Zoho Assist.

Course Objectives for Zoho Assist Training

Zoho Assist training is designed to empower your IT staff with the knowledge and skills needed to utilize the features of Zoho Assist effectively. By the end of this course, participants will be able to:

Conduct Efficient Remote Support

Gain proficiency in delivering remote support to users and troubleshoot issues effectively.

Efficiently Transfer Files

Master the art of file transfer, allowing for quick and secure exchange of data during support sessions.

Provide User-Friendly Support

Navigate the user-friendly interface of Zoho Assist, reducing the learning curve for both technicians and customers.

Enhance Efficiency with Asset Management

Learn to manage assets effectively, from software inventory to hardware details.

Implement Power Management

Define and apply power schemes, schedule system shutdowns, and adopt environmentally friendly practices.

Enable Secure and Seamless Screen Sharing

Utilize screen sharing features to collaborate with users, ensuring a smooth support experience.

Ensure Robust Security

Implement security measures like 2-factor authentication and encryption to safeguard remote sessions and data.

Scale Support Operations

Adapt Zoho Assist to suit the needs of your growing organization, from small businesses to large enterprises.

Implement Remote Control Operations

Conduct remote control operations for improved technical support.

Configure Windows Desktop and Applications

Gain expertise in configuring Windows desktop settings and applications for optimized performance.

Manage Unattended Support

Learn to access and manage remote computers even when users are not present, enhancing productivity.

Optimize Multi-Platform Support

Extend support capabilities to various operating systems, such as Windows, Mac, Linux, Android, and iOS.

Maximize System Tools

Efficiently use system tools, such as scheduling tasks, remote control features, and system manager functionalities.

Secure and Monitor USB Device Usage

Control and monitor USB device usage to ensure network security.