Phone support
How to get a customer to share their screen over the phone
Give the customer the address help99.net and a six-digit code, then ask them to agree and choose what to show in their browser. Nothing is shared until they agree, and they can stop at any time.
By Bizcomco Inc., the operator of Help99. Last updated .
1. Create a code
Open your agent dashboard and create a six-digit code while the customer is on the line.
2. Say the address and code
Tell them: go to help99.net and type the code. Read the digits slowly and have them repeat them.
3. Ask them to agree
Tell them a consent prompt will appear and that nothing is shared until they agree.
4. Ask them to choose what to show
Their browser opens its own picker. Suggest a single browser tab as the narrowest choice, then ask them to press Share.
If they cannot or will not share
Ask for a consultation where you share your screen instead. Customers on phones and tablets cannot share their own screen today, but they can watch yours.
What you will see
Only the tab, window or screen the customer chose. You cannot click or type on their computer.
See how to help a customer over the phone, what an agent can see or what to do when a code expires.
