During a Remote Control session, agents can browse and download files from the customer's device using the FILE BROWSER button on the toolbar in the top-right corner of the Agent Console.
Note: The FILE BROWSER button is missing in full screen mode. To use the file sharing option described below, please exit full screen mode.
- During a Remote Control session, click FILE BROWSER on the toolbar in the top-right corner of the Agent Console.
- Click REQUEST PERMISSION.
Result: A dialog box appears on the customer's device that prompts the customer to grant you access to their file system.
- Ask your customer to click Allow on the dialog box.
Result: The File Browser is displayed in the chat window.
- Use the File Browser to navigate the file system of the customer's device.
Tip: Use the arrow next to the current file path at the top to go one level up.
- Hover over the file you want to get and click Download.
Note: You must have read permission to a file to download it.
Tip: Although you cannot select multiple files, you don't have to wait for a download to finish. You can have multiple download processes running at the same time.
Results:
The file is saved to your default download folder.