Schedule a session in AR Genie Remote Assist Portal to plan meetings in advance, invite participants, and organize assistance workflows efficiently.
The Schedule Session feature allows you to:
Plan sessions ahead of time
Invite internal agents and external guests
Define session agenda and duration
Enable optional features like live captions
To schedule a new session:
Navigate to Remote Assist → My Sessions
Click on Schedule Session
The Schedule Session option is available under Help & Resources section.
After clicking Schedule, a form will appear where you need to enter session details.
Date & Time: Select session start date and time
Duration (minutes): Define how long the session will run
Agenda: Brief description of the session purpose
Enter date, time, duration, and agenda for the session.
Use the Search Agents field
Select users from the list
Click Add Guest Email
Enter:
Email address
Name (optional)
Add multiple guests if required
Select agents and add guest invitees for the session.
Live Captions (Optional) Enable real-time speech-to-text captions during the session
Optional features like Live Captions can be enabled before scheduling.
Click Schedule Session to finalize
Click Cancel to discard
Once scheduled, sessions appear under the Scheduled tab.
Upcoming: Future scheduled sessions
Ended: Completed sessions
View upcoming scheduled sessions with details and join option.
Access previously completed sessions under Ended tab.
Better planning and coordination
Easy participant management
Structured session execution
Improved remote assistance efficiency
Last updated 3 months ago
