How to Start a Mobile Session via Link and Messaging Tool
Follow this procedure to connect to a customer's mobile device using a link that you send to a customer using a messaging service or related tool.
The agent must have an active Rescue+Mobile add-on license.
The agent's Technician Group must have permission to start Private Sessions.
The agent's Technician Group must have permission to use the Link connection method.
- On the Session toolbar, click New Session.
Result: The Create New Session window is displayed.
- Type the customer's name or other identifier in the Name field.
Result: You will use this name to identify the session on the Active Session tab and in the Session List.
- Select the Link tab.
- Click Copy Link to Clipboard.
Result: The link is copied to your clipboard.
- Paste the link into your messaging tool and send it to your customer.
- The customer clicks the link in the message.
Result: The customer clicks to download the applet if not already installed.Note: The download procedure may vary depending on the customer's operating system.
- Once the download is complete, ask the customer to click Run to execute the Applet.
Result: Once the Applet is installed, the customer status will change from Connecting to Waiting.
- Pick up the session by selecting it in the Session list and clicking Start.
Result: Customer Status will change to Active.