Bomgar enables support reps to collaborate during support sessions. Tech support reps can invite other technicians to chat or share support sessions.


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Video Transcription

Here in Video Number 9, we are going to discuss Collaboration Opportunities. So we are now back at the representative client and on the sessions tab. The home tab for this application and I will click on my general tab which shows all the logs and representatives. So I can for instance select my subject matter expert here and to do some text chatting with this person, I could say, do you have a minute to look at something? And then they are going to send that message on over to him. Now I am logged in, this might make your head spin here, but I am logged in with circle representative clients. So let us switch over through the subject matter expert which obviously the same interfacing layout that we have previously. The subject matter expert’s general tab is blinking to let them know that they have a message. And they can see that Brian has said, ”Do you have a minute to look at something?” and being a nice the subject matter expert says “Sure.” So now let us switch back to my representative client and let us go to a session that I am supporting. So I am going to invite using a sharing icon, over here on the top right, I am going to invite that subject matter expert who is a fellow member of my Microsoft Windows team to share this session, so you just select the subject matter expert. Now, again we have to switch over to the subject matter expert’s view and see they have been invited within the Microsoft Windows team you are blinking at them to accept the connection. So notice that when I connect to a session I immediately start screen sharing. My subject matter expert does not do that, it has this setting, settable a little differently, so you actually has to request screen sharing. So now we have two representatives looking at that same remote desktop and in fact we both have keyboard control, and so far I can as a subject matter expert, I can start up the computer management and let us switch over here to be myself. And now I am looking at that. Now, so if two heads are not better than one, I do have the option if inviting however many logged in representatives remain, in fact I got one, I got my team leader is still available so we could have all three of us or however many of us all sharing this same session. Once we get it all figured out, with the problem might be, may remain for one individual to actually do the clean up. So for those occasions, next to the share button we have the transfer control button, because right now since the connection originated with me, I own that connection, why I can transfer that connection to any log in representative. The subject matter expert is already sharing with me I could transfer ownership there, or I can transfer ownership to my team leader. So let us switch over now to the team leader’s rep client. We have got a couple of little things blinking right and out, over here and under the personal, I can have the session is entering incoming key. I probably should have done some text chats so they would know to expect it. And again they have to get the -- display it. So now the team leader owns that connection and I can go over here to my connection and go ahead in the session, going to leave it. Let us go over to the subject matter expert, log in and leave it. So now we are both out of it and only the team leader now has that connection in the control of remote system. So this was all without impacting the user in anyway. They came in to a cue and I was the first level representative, I established the connection. I determined -- I needed help, so I sought help from my subject matter expert and then we both started to the escalate to the team leader and now that person resolve the issue and then once the team leader is done they can truly disconnect and drop the session entirely. In the next session we are going to talk about some additional collaboration functions that are available to managers.