Schedule a Session

Schedule a session in AR Genie Remote Assist Portal to plan meetings in advance, invite participants, and organize assistance workflows efficiently.

Overview

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

Access Schedule Session

To schedule a new session:

1. Navigate to Remote Assist → My Sessions

2. Click on Schedule Session

The Schedule Session option is available under Help & Resources section.

Fill Session Details

After clicking Schedule, a form will appear where you need to enter session details.

Required Fields

• 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.

Invite Participants

Invite Internal Agents

• Use the Search Agents field

• Select users from the list

Add Guest Invitees

• Click Add Guest Email

• Enter:

  • Email address

  • Name (optional)

• Add multiple guests if required

Select agents and add guest invitees for the session.

Additional Options

• Live Captions (Optional) Enable real-time speech-to-text captions during the session

Optional features like Live Captions can be enabled before scheduling.

Schedule the Session

• Click Schedule Session to finalize

• Click Cancel to discard

View Scheduled Sessions

Once scheduled, sessions appear under the Scheduled tab.

Tabs Available

• Upcoming: Future scheduled sessions

• Ended: Completed sessions

View upcoming scheduled sessions with details and join option.

Access previously completed sessions under Ended tab.

Key Benefits

• Better planning and coordination

• Easy participant management

• Structured session execution

• Improved remote assistance efficiency