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Visual Remote Assistance Software

Visual Remote Assistant

Revolutionize your customer support with our CRM-integrated remote visual assistance software. Connect with customers in real-time, reduce costs, and enhance issue resolution rates. Visual Remote Assistant helps you offer personalized support, access real-time insights, and gain a competitive edge.

Provide solutions in real time with live video.

Effortlessly connect with customers and employees through live video, no downloads required. Improve support, streamline issue resolution, and deliver an unparalleled, efficient experience, all while gaining a competitive edge in the digital landscape.

A video call between a customer and employee.

Empower your teams to seamlessly guide customers through critical actions — all while maintaining the highest level of privacy. With our nonintrusive approach, you can ensure that sensitive information remains confidential while delivering top-notch assistance.

A customer sharing their desktop screen with an agent during a service call.

Drive team success with automated sessions. Equip your teams with the tools they need for success by automatically recording interactions. Access these recorded sessions to capture missed details, analyze performance, and ensure call quality management is at its best.

An automating recording providing instructions on how to resolve a case.
A video call between a customer and employee.
A customer sharing their desktop screen with an agent during a service call.
An automating recording providing instructions on how to resolve a case.

Collaborate with interactive guidance.

Transform your video support experience with interactive guidance. Step into the future of customer support, where you can swiftly resolve issues through a dynamic blend of video, screenshots, and annotations. Revolutionize your assistance approach and deliver solutions that are faster, more effective, and highly engaging.

A live-video of a customer concern during a service call.

Harness the power of streamlined processes with Visual Flows to automate tasks for greater efficiency and a smoother experience. Unlock key knowledge articles using optical character recognition, and ensure continuous improvement by seamlessly integrating CSAT surveys after each session. Experience a holistic approach to improving customer support.

A flow chart of tasks and actions taken during a case.
A live-video of a customer concern during a service call.
A flow chart of tasks and actions taken during a case.

Stay connected — anytime, anywhere.

Revolutionize customer support by empowering your remote experts to see through your customers' eyes and visually guide them to resolution. Reduce handling times, improve the accuracy of remote technical support, and boost customer satisfaction with enhanced service.

A contact center dashboard with a visual remote assistant window.

Redefine efficiency with remote issue resolution. Say goodbye to unnecessary onsite visits by effectively troubleshooting problems from afar. Boost your first-time fix rates by equipping your mobile workforce with the connections and knowledge necessary to resolve issues swiftly, delivering exceptional service to your customers — wherever they are.

A live video of a customer concern being shown during a call and they receive a solution from an expert

Deliver a personal touch for faster deal closure. Elevate your sales game by bringing your product directly to your customers through the power of two-way video interactions. Foster trust, transparency, and confidence to eliminate abandoned carts and speed up the deal closure process, creating a seamless and engaging buying experience.

A live video consultation call during a sale.
A contact center dashboard with a visual remote assistant window.
A live video of a customer concern being shown during a call and they receive a solution from an expert
A live video consultation call during a sale.
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Get the most out of remote visual assistance software with thousands of partner apps and experts.

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Visual Remote Assistant FAQ

Visual Remote Assistant reduces costs and boosts customer satisfaction with real-time, visual support from anywhere, all built on the #1 CRM.

Remote assistance can provide faster service over video and reduce operations costs. It empowers customers’ self-serve with guided assistance, or helps gather information required for an onsite visit — improving first-time fix rates.

Organizations use Visual Remote Assistant to quickly guide customers over video chat to troubleshoot issues. Providing video options from a customer’s mobile phone cuts operational costs by reducing the number of truck rolls onsite to homes and businesses.

Visual remote assistant tools that deliver the best real-time video quality use optimized streaming technology that adapts video resolution and frame rate to changing network conditions without sacrificing clarity.

High-quality, adaptive video helps reps see fine details in the field and allows team leaders to guide work remotely with confidence. For the organization, this leads to fewer misunderstandings, faster problem resolution, and a smoother support experience overall.

Yes — modern visual remote assistants are designed to work across a wide range of devices, including smartphones, tablets, and laptops, so you can support reps wherever they are. Reps in the field can use the device they already carry, and team leaders can join sessions from their preferred devices. This flexibility helps your organization meet customers on their terms without forcing everyone onto a specific platform.

Visual remote assistance is used in industries where seeing a problem up close makes all the difference, such as manufacturing, healthcare, equipment services, and utilities. It's also used in contact centers across all industries. Reps benefit from real-time guidance during inspections, repairs, or installations while supervisors and managers can support work without also needing to be on site. In many industries, visual remote assistance can boost first-time fix rates and reduce the cost and risk of travel.

Visual remote assistance turns a standard support call into an interactive, visual working session. Instead of relying on verbal descriptions, it bridges the gap between the expert and the issue using technology. First, an agent or technician sends a secure link via SMS or email to the customer’s mobile device. To join the session, the customer simply taps the link and a two-way video stream is launched in their mobile browser. No app downloads, logins, or passwords are required. The agent sees exactly what the customer sees and using augmented reality tools, the agent can draw on the screen and guide customers through complex troubleshooting steps.

The main advantages of visual remote assistance are reduced travel costs (i.e., truck rolls) and faster issue resolution. It strengthens your team's service capacity by making it easier for service reps to see customer issues in real-time, enabling on-the-spot training for new technicians, and allowing experienced reps to provide expert, remote consultation without delaying service.

The visual remote assistant apps that perform best on low-bandwidth connections use intelligent compression and adaptive streaming to maintain video and communication quality even when networks are weak. This helps reps stay connected in challenging environments and lets off-site specialists, supervisors, or managers provide guidance without dropped sessions.