Guides
Guides to screen sharing and helping people over the phone
Practical, step-by-step help for both sides of the call: people sharing their screen, and the people helping them.
Sharing your screen
For customers and family members.
What happens when you share an iPhone screen with support, how to pause or stop, and what to check before you start.
GuideHow to share your Android screen with supportAndroid's screen-sharing prompt explained: single app or entire screen, how to stop, and what to check before you share.
GuideHow to share your computer screen with supportShare a computer screen with support from a browser: what to pick, the Mac permission, Windows notes and how to stop.
GuideHow to stop screen sharing on iPhoneEvery way to stop screen sharing on iPhone: the red indicator, Control Center, FaceTime, Zoom, and GuidedView's Pause and Stop.
GuideCan you share your screen without downloading an app?The honest answer: browsers can share a computer screen with no download, but phones still mostly need an app. Here is why.
GuideRemote access scams: how to share your screen safelyHow tech support scams work, the FTC's red flags, what a legitimate session looks like, and what to do if it happened to you.
Helping someone on the phone
A playbook for seeing a customer's screen on a call: the options, a decision table, how to ask and a short script.
GuideHow to see someone's iPhone screen remotelyConsent-based ways to see an iPhone screen: FaceTime, the Phone app, meeting apps, support tools and GuidedView.
GuideHow to help someone with their phone over the phoneTalk someone through a phone problem: landmarks, one step at a time, read-backs, screenshots, and when to share screens.
GuideHow to help elderly parents with technology remotelyHelp aging parents with tech from afar: easier settings, scam rules, and the right screen sharing tool for each device.
GuideHow to explain technical steps over the phoneLandmark directions, one step at a time, read-back checks and sample phrases for explaining tech steps by phone.
GuideHow to guide a customer through app setupInstalling from the App Store or Google Play, signing in, permission prompts, two-factor codes, and fixes for the usual snags.
GuideHow to walk a customer through an e-signatureA call-ready walkthrough for agents: finding the envelope, signing on phone or computer, initials, dates, and finishing cleanly.
For support teams
What AHT includes, where phone support time goes, screen sharing tactics, and an honest way to measure before and after.
GuideHow to protect customer privacy during screen sharingTen practical rules for support teams: consent, notifications, pausing for private steps, view-only access and fewer recordings.
GuideWhat is visual customer support?A plain guide to visual support: screen sharing, co-browsing, camera tools and video calls, and when each one fits.
GuideScreen sharing vs remote access vs co-browsingScreen sharing, remote access and co-browsing defined and compared, with a table and a quick way to choose.
GuideCan you remotely control an iPhone?When an iPhone can be controlled remotely, what Apple requires, why support apps are view-only, and how Android differs.