🔖How to manage your sessions on Web Portal ?

This is a detailed information on how you can manage your sessions on AR Genie Web Portal.

Manage Sessions: My Session, History & Gallery Overview:

My Sessions, History & Gallery Overview

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You can manage your sessions via My Session, History and Gallery tabs. These tabs on the navigation toolbar shows your sessions, recording and note details along with your uploaded content which helps you to manage your sessions smoothly.

My Session, History & Gallery Navigation Toolbar

My Session:

My Session Tab

On the My Session tab, you can invite the agents or participants, end the session, view recordings, view chats and add or create notes for your recent sessions.

My Session

To add notes, view chat history, view recordings, or to end the session for a particular ticket:

• Click on the three-dot menu of My Session tab.

Click on three dot menu

To Add Notes:

• Click on “Notes”.

Click on Notes

• Fill in the details and click to “Save”.

In this way you can add specific & multiple notes for a particular session.

To View Chat History:

• Click on “Chat History”.

This will show you the entire text chat between experts and participants for each session.

To View Recordings:

• Click on “Recordings”.

Click on Recordings

This will show you the recorded session details.

Recorded Session

To End the Session:

The "End Session" denotes the closing of the ticket for that particular session. This will delete the session completely which means a user cannot join the same session, but he can view the session details on the history tab.

• Click on "End Session" and this will close the session for that particular session window ticket.

End Session

How to Invite Agents or Participants from "My Session":

To invite the agents or participants:

• Click on the " Invite participants" icon.

Invite Participants

• Send the invitation via SMS or Email.

Invite via SMS or Email

• To invite agents, Go to >> Agents and select the agent you want to invite for the session.

Select Agents to invite

• To invite a Guest, Go to >> Guest and copy the "Guest Link" code. This will let the guest users to join the session over the internet using a secure web browser as a Guest participant.

Copy the "Guest Link

• To invite participants, Go to >> QR Code – Download & Share a scannable QR code. This will let the participants to join the session.

Request AR Recording

The Request AR Recording feature in the AR Genie Web Portal enables you to generate a dedicated recording link for a specific session. This link can then be shared with participants to request or access the recorded session content.

• Click on the "Request AR Recording" button.

AR Recording Link

• A unique link is generated for the AR Recording.

• Use the Copy button to quickly copy the link.

Share via Email

• Enter the recipient’s email address in the input field.

• Click the ➤ send button to share the AR recording link directly through email.

Share via SMS

• Enter the recipient’s phone number, including the country code.

• Click the ➤ send button to share the AR recording link via SMS.

History:

“History” tab on the dashboard will provide you with all the details about your session history which includes information about all your recent & previous sessions.

Session History

From History, you can view your session chats, recorded history, session updates and can also create your notes in the “Note” section for future references.

To View Session Chats :

• Click "Chats" on the Session History dashboard.

This will open the chat history.

To Add Notes:

• Click " Notes" on the Session History dashboard.

Click Notes

Add notes for the session and save.

Add Notes

To View Recorded Session Details :

• Click "Recordings" on the Session History dashboard.

Click on Recordings

This will show you the history of recorded session details.

Recorded Session Details

Transcript (History Tab)

Access the Transcript from the History tab to view a complete, time-stamped record of the session conversation.

You can review discussions, search key points, and export the transcript for documentation or future reference.

Gallery:

The Gallery tab represents the entire media files or documents used during the remote session. It includes images, videos, documents and 3D Objects that a remote expert can use to guide a technician during the session.

Media Gallery

• To view the media files, Click on the media you want to view.

Media Gallery

• To add a new media file, Click on the "Upload Media" button and upload the media.

Click on Upload Media to add the new media

Upload File.

ENDS