- The steps pertaining to logging in and settings are the same for the remote expert as well as the field technician. Please refer steps 1, 2 and 3 in the aforementioned document in case you have any doubts.
- While a the primary task for a technician is to perform a job, a remote expert can host a meeting and well as view recordings where he has helped technicians.
- By clicking on the "Host A Meeting" tab, he initiates a connection/line that a field technician can join at any time that he sees the remote expert online.
- Once he has hosted a meeting, he gets call notifications from users who wish to connect with him. He has the option to accept or deny a call from other users.
- Upon accepting a call (typically from a field technician, please note that 3-way calls are possible too but call for an increased bandwidth from all concerned parties in the call for efficient streaming of data across users), the expert can select the user of his choice (either himself or the field technician, from the options available to him in the left bottom of the screen).
- A field technician usually gets in touch with a remote expert via Assist when the former encounters any issues or has any queries while performing the job/task he is expected to complete while using Assist. He chooses the remote expert he wishes to contact and calls him through the app. As mentioned in the point above, the remote expert can accept or reject a call that any other user is trying to place to him. When he accepts the call, he can click on the video icon (from the panel in the bottom centre) or the snapshot icon to request the field technician (who is working from a geographically different location) to share his video feed or a snapshot.
- When he receives a video feed or a snapshot from the field technician he can perform live tracking on the video feed or an annotation on the video feed or the snapshot. The tracker can be selected by clicking on the "pen" icon on the top left of the screen and then clicking "Tracker" to select it, following which a "colour" (red, green or blue) can be selected and a point in the screen can be marked to track. The field technician will continue to see this point marked on his screen even if he moves, until there is a drop in video quality, an obstruction in view in the marked point or if the marked point goes out of focus of the pane of view.
- While tracking can be performed only on a live video, an expert can annotate on either a snapshot or a live feed. This can be done by selecting "Shape" from the options available on the top left and picking a "Colour."
- An expert can also select his own name from the list of users on left bottom and proceed to share his own computer screen to the field technician to explain any details that he may need in the form of documents/diagrams/web references etc. during the course of performing the job.
- Additionally, an expert can also record his session with the field technician by clicking on the three vertical dots on the top right of the screen. This records his screen (audio included, and any video/screen that is being shared by him). When the expert chooses to stop this recording, it gets saved locally on his computer and is available to view from the "Recordings" tab on the home page.