# AR Genie Documentation Dashboard Welcome to the official AR Genie Documentation Dashboard, Learn how AR Genie empowers manufacturing, aerospace, and industrial maintenance teams with AR-guided workflows, real-time remote assistance.

			Cover image
AR Genie Work Assist	Step-by-step AR and AI work instructions for any asset type. Improve accuracy, safety, and productivity with guided workflows, tools, and 3D resources.	AR Genie Work Assist	work.png
AR Genie Remote Assist	Real-time AR support for field technicians. Connect with experts instantly, share live video, and use AR annotations to resolve issues faster.	AR Genie Remote Assist	Screenshot 2025-01-17 135831.png
AR Genie 3D Scanner	The 3D Scanner App is a powerful yet easy-to-use tool designed to help technicians, operators, and engineers scan real-world objects and transform them into 3D scan files for Augmented Reality workflows	AR Genie 3D Scanner	3dscan-cover.png

#### Introduction Welcome to the AR Genie Documentation Dashboard. This knowledge base is your central resource for exploring and learning about our augmented reality (AR) applications powered by AI and computer vision. Here, you’ll find guides, tutorials, and best practices to help you get started and maximize value from our solutions. Currently, the documentation covers two core products: Remote Assist and Work Assist. #### Remote Assist AR Genie Remote Assist is designed to deliver real-time AR-powered remote support. Field technicians can connect with experts through smart glasses, mobile devices, or tablets, sharing a live view of their environment. Experts can guide them using digital annotations, step-by-step instructions, and visual overlays, reducing downtime and improving first-time fix rates. This solution is widely used in industries such as aerospace, manufacturing, and utilities where precision and speed are critical. #### Work Assist AR Genie Work Assist provides augmented reality-guided workflows that improve operational efficiency and worker training. By overlaying digital instructions directly onto equipment or workstations, employees can follow complex assembly, maintenance, and inspection processes with ease. Work Assist enhances workforce training, compliance, and safety while helping organizations reduce human errors and accelerate onboarding for new employees. #### Next Steps Use the navigation menu to explore in-depth setup guides, product features, and use-case scenarios for both Remote Assist and Work Assist. The documentation ensures you can unlock the full potential of AR Genie’s enterprise AR training and support tools. # Welcome to AR Genie Work Assist Guide! Brief Overview of AR Genie Work Assist Guide.

## Overview Welcome to the **AR Genie Work Assist Guide**, your step-by-step documentation for mastering the **Work Assist module** within the **AR Genie Portal**.\ This guide helps **engineers, supervisors, and field technicians** create, organize, and execute **digital work instructions**, **maintenance workflows**, and **asset-based resources** through an easy-to-use AR platform. AR Genie Work Assist empowers organizations in **manufacturing, aerospace, and maintenance** industries to transition from paper-based SOPs to **interactive, AR-enabled workflows**. ## 🚀 Key Features * **Asset Type Management** — Create structured categories for different machine or equipment types. * **Asset Registration** — Add individual equipment units linked to specific Asset Types. * **Workflow Creation** — Design and deploy AR-based work instructions for assembly, inspection, or maintenance. * **Job Assignment** — Create and assign maintenance or inspection tasks to teams. * **Resource Management** — Manage images, videos, 3D models, tools, and object detection sources for workflows. ## 🧩 Work Assist Module Structure | Section | Description | | -------------: | ------------------------------------------------------------- | | **Asset Type** | Create and manage categories of equipment or systems. | | **Asset** | Register individual equipment units within each type. | | **Job** | Assign, track, and complete maintenance or operational tasks. | | **Workflow** | Build AR-powered workflows for guided operations. | | **Resources** | Upload, manage, and reuse media and AR assets. | ## 🏭 Industry Applications The **AR Genie Work Assist module** is designed for industrial use cases such as: * ✈️ **Aerospace Assembly & Maintenance** — Standardize procedures for fuselage wiring, turbine assembly, and inspections. * 🏗️ **Manufacturing & Production Lines** — Digitize work instructions for technicians and reduce training time. * ⚙️ **Maintenance, Repair, and Overhaul (MRO)** — Enable real-time AR guidance for equipment servicing and safety compliance. * 🔧 **Training & Knowledge Transfer** — Support onboarding and upskilling with interactive, visual workflows. ## 📘 Getting Started {% stepper %} {% step %} ### Log in Log in to your **AR Genie Portal** account. {% endstep %} {% step %} ### Open Work Assist Navigate to **Work Assist** from the sidebar. {% endstep %} {% step %} ### Create Asset Types Start by creating an **Asset Type**, followed by defining **Assets**, **Workflows**, and **Jobs**. {% endstep %} {% step %} ### Upload Resources Upload related **Resources** (media, 3D models, tools, and safety considerations). {% endstep %} {% step %} ### Execute Workflows Access and execute workflows on AR Genie’s **mobile or AR Glasses app**. {% endstep %} {% endstepper %} ## 🧭 Explore the Guides | Guide | Description | | --------------------------------------------------------------------------------------------------------------------- | ----------------------------------------- | | [Asset Type Guide](/ar-genie-work-assist/work-assist-on-web-portal/asset-type-create-and-manage-equipment-categories) | Create and manage asset categories. | | [Asset Guide](/ar-genie-work-assist/work-assist-on-web-portal/asset-register-and-configure-equipment-units) | Add and organize equipment assets. | | [Job Guide](/ar-genie-work-assist/work-assist-on-web-portal/job-plan-and-assign-maintenance-tasks) | Plan and assign operational jobs. | | [Workflow Guide](/ar-genie-work-assist/work-assist-on-web-portal/workflow-design-digital-work-instructions) | Create and manage digital workflows. | | [Resources Guide](/ar-genie-work-assist/work-assist-on-web-portal/resources-manage-media-tools-and-ar-assets) | Manage all visual and AR-based resources. | ## 💡 Why AR Genie Work Assist? * Reduce operational downtime through structured workflows. * Enable real-time collaboration between supervisors and technicians. * Leverage AR visualization for **error-free maintenance and assembly**. * Empower technicians with **AI-assisted, visual instructions** anytime, anywhere. ## 🔗 Related Documentation * [AR Genie Remote Assist Guide](/ar-genie-remote-assist) * [AR Genie Portal Overview](/ar-genie-remote-assist/remote-assist-on-web-portal) © **AR Genie Inc.** — Transforming Industrial Operations through Augmented Reality. # Key Concepts {% stepper %} {% step %} ### Asset Type An Asset Type represents a category or class of equipment, such as Hydraulic Press Type, Aircraft Engine Type, or Assembly Robot Type. Workflows, resources, and jobs are all created and managed under specific Asset Types. Purpose: * Organize similar machines or equipment under one category. * Associate predefined workflows and resources with an entire asset type. * Simplify management of multiple identical assets. Example: * Asset Type: *Aircraft Turbine Type* * Description: Represents turbine engine models used across different aircraft lines. {% endstep %} {% step %} ### Asset An Asset is an individual piece of equipment or machine that belongs to an Asset Type. Assets store unique identifiers, serial numbers, and locations — helping users track performance and maintenance history. Purpose: * Maintain detailed data for each equipment instance. * Link jobs and workflows to specific machines. * Enable tracking of asset health and service records. Example: * Asset: *Aircraft Turbine — HP200 Series* * Linked Type: *Aircraft Turbine Type* * Location: *Hangar Bay C, Assembly Unit 5* {% endstep %} {% step %} ### Workflow A Workflow is a series of digital instructions used to perform a task — such as equipment assembly, inspection, or calibration. Each workflow consists of multiple steps with images, videos, 3D models, and safety instructions. Purpose: * Define and standardize how tasks are performed. * Support AR-enabled visual guidance for technicians. * Reduce operational errors and improve training efficiency. Example: * Workflow: *Hydraulic Press Assembly — Step-by-Step* * Includes steps: *Align Base Plate → Fix Piston → Secure Bolts → Test Pressure.* {% endstep %} {% step %} ### Resources Resources are the supporting files and visual assets used within workflows — such as images, videos, 3D models, tools, or safety notes. Purpose: * Enrich workflows with contextual media and AR elements. * Store reusable resources for consistency across multiple workflows. * Provide reference materials directly inside the AR Genie Portal. Resource Types: * Images & Videos — Instructional visuals and animations. * Documents — Technical specifications or manuals. * 3D Models — Interactive parts used in AR training. * Tools — Equipment required for specific steps. * Considerations & Warnings — Safety and quality notes. * Object Detection Sources — AI markers for component recognition. {% endstep %} {% step %} ### AR Anchors AR Anchors are spatial reference points that define real-world positions for augmented reality content. They ensure that digital 3D elements, instructions, or overlays appear accurately aligned with the physical environment when viewed through AR devices. Anchors are typically created and configured using the AR Genie iPad App, allowing precise spatial mapping of factory floors, aircraft components, or machinery. Purpose: * Fix AR visuals (like arrows, highlights, or part labels) to real-world coordinates. * Enable persistent, location-based AR experiences. * Improve accuracy during inspections, assembly, and training. Example: * Anchor Name: *Engine Mount Anchor* * Description: Defines the AR reference for the turbine engine mount location. * Created Using: AR Genie iPad App. * Used In: *Engine Assembly Workflow* for positioning 3D turbine visualization. {% endstep %} {% step %} ### Job A Job is a task or work order created to execute one or more workflows for a given Asset Type or Asset. It includes details such as priority, assigned user, workflow references, and completion status. Purpose: * Plan, assign, and track work orders or maintenance tasks. * Monitor task progress and job history. * Ensure accountability in production or service environments. Example: * Job: *Turbine Maintenance — Weekly Inspection* * Linked Workflow: *Turbine Pressure Test Procedure* * Priority: *High* * Assigned To: *Technician John D.* {% endstep %} {% step %} ### Relationship Between Components The relationships in AR Genie Work Assist are hierarchical and interconnected: ``` Asset Type ├── Assets ├── Workflows ├── Resources ├── AR Anchors └── Jobs ``` Simplified Example: > Asset Type: *Hydraulic Press Type*\ > ├─ Workflows: *Press Assembly*, *Maintenance Routine*\ > ├─ Resources: *3D Models, Videos, Tools*\ > ├─ AR Anchors: *Base Plate Alignment Point*\ > └─ Jobs: *Monthly Maintenance Task* This structure ensures scalability — a single workflow or anchor can be reused across multiple assets of the same type. {% endstep %} {% step %} ### Digital Twin & AR Integration Every workflow and asset in AR Genie can be connected with AR Glasses or Mobile Devices. This brings Digital Twin visualization and real-time AR guidance into the workspace. Benefits: * Visual step-by-step task execution. * Reduced errors and downtime. * Real-time validation with object detection and data capture. {% endstep %} {% endstepper %} ### Summary | Concept | Description | Example | | ---------- | --------------------------------------- | ------------------------------ | | Asset Type | Category of similar machines | Hydraulic Press Type | | Asset | Individual equipment unit | Hydraulic Press HP200 | | Workflow | Digital step-by-step task process | Press Assembly Workflow | | Resources | Visual and AR content library | 3D Models, Tools, Safety Notes | | AR Anchors | Spatial points linking AR to real world | Engine Mount Anchor | | Job | Assigned work order or task | Turbine Maintenance Job | ### Next Steps Once you’re familiar with these key concepts, explore the detailed guides for each module: * [Asset Type Guide](/ar-genie-work-assist/work-assist-on-web-portal/asset-type-create-and-manage-equipment-categories) * [Asset Guide](/ar-genie-work-assist/work-assist-on-web-portal/asset-register-and-configure-equipment-units) * [Workflow Guide](/ar-genie-work-assist/work-assist-on-web-portal/workflow-design-digital-work-instructions) * [Resources Guide](/ar-genie-work-assist/work-assist-on-web-portal/resources-manage-media-tools-and-ar-assets) * [Job Guide](/ar-genie-work-assist/work-assist-on-web-portal/job-plan-and-assign-maintenance-tasks) © AR Genie Inc. — Empowering Industries through Augmented Reality. # Work Assist on Web-Portal Here you can view easy step-by-step guide on how to use AR Genie Web Portal for Work Assist.

The AR Genie Web Portal is a comprehensive, user-friendly platform designed to streamline workflow processes and enhance productivity across industries. Work Assist on Web Portal gives users an accessibility to create step-by-step work instructions and assign jobs or manage the job workflows. It serves as your central hub for creating, managing, and optimizing AR-enhanced work processes. ### In **this section of the guide, you will learn:** * How to begin with or Login Work Assist on Web-based Portal. * How to Create / Add and View Asset Type and Asset. * How to Create Work Instructions ( Workflows). * How to create , assign, view and mange Jobs. * How to add Anchors for Workflows and access & use Resource Gallery and Knowledge Base.
## ENDS # Login - Accessing the AR Genie Work Assist Web Portal ## Overview The **AR Genie Work Assist Web Portal** provides a secure and centralized environment for managing your digital workflows, assets, and maintenance activities. This guide covers how to **sign in**, **register a new account**, and use **SSO authentication** and **Two-Factor Authentication (2FA)** for enhanced security. {% stepper %} {% step %} ### Sign In to Your Account To access your Work Assist portal account: * Open your browser and navigate to the **AR Genie Work Assist Portal Login** page * Enter your **email address** and **password** in the provided fields. * (Optional) Enable **Remember me** to stay logged in on the same device. * Click **Sign In** to access the portal. If you’ve forgotten your password, click **Forgot Password?** to reset it via email.

{% hint style="info" %} Ensure your browser is up to date and supports HTTPS for secure login sessions. {% endhint %} {% endstep %} {% step %} ### Register a New Account If you’re a new user, follow these steps to create your Work Assist account: * On the login page, click **Register**. * Fill in the required details: * **First Name** and **Last Name** * **Company Name** (your organization or project) * **Email Address** and **Phone Number** * **Password** and **Confirm Password** * Review and accept the **Terms and Conditions**. * Click **Register** to complete the process.

{% hint style="warning" %} You must agree to AR Genie’s **Terms and Conditions** to activate your account. {% endhint %} {% endstep %} {% step %} ### SSO Authentication (Google & Microsoft) AR Genie supports **Single Sign-On (SSO)** using your **Google** or **Microsoft** accounts for simplified and secure authentication. To sign in with Google or Microsoft: * On the login page, select **Google** or **Microsoft**. * A pop-up will appear prompting you to choose or authenticate your organizational account. * Once verified, you’ll be redirected to the Work Assist dashboard.

{% hint style="info" %} Advantages of SSO: * Centralized identity management across enterprise platforms. * Simplified login experience with fewer credentials to manage. * Enhanced compliance and audit trail support for industrial operations. {% endhint %} {% endstep %} {% step %} ### Two-Factor Authentication (2FA) When 2FA is enabled, users must verify their identity using an additional factor — **Authenticator App code** — after entering their login credentials. How to enable 2FA: * After logging in, go to **Settings → Profile → Account Security → Authenticator**. * Choose your preferred Authenticator App and scan QR code. * Save your settings to activate 2FA.

{% hint style="success" %} Recommended: Enable 2FA for all administrative or maintenance supervisor accounts to prevent unauthorized access. {% endhint %} {% endstep %} {% endstepper %} ## Security Best Practices * Use strong, unique passwords for your account. * Avoid sharing credentials with others. * Always log out when using shared or public devices. * Enable 2FA to comply with **industrial cybersecurity standards**. ## Summary By following these steps, users can securely access and manage their **AR Genie Work Assist Portal**. Whether through direct login, **Google/Microsoft SSO**, or **Two-Factor Authentication**, the platform ensures compliance-ready security for industrial AR operations and digital work instructions. # Asset Type — Create & Manage Equipment Categories Guide for creating and managing asset type categories for organizing machines and linking workflows. ## Overview The **Asset Type** page in the **Work Assist** module enables users to create, organize, and manage different categories of equipment or machines.\ Each Asset Type acts as a parent classification for assets (machines, tools, or systems) used in production or maintenance processes.\ This section helps teams link specific workflows, jobs, and resources to similar types of assets for consistency and easy tracking. ## Steps to Create a New Asset Type {% stepper %} {% step %} ### Open Assets Open **Work Assist → Assets** from the left menu.

{% endstep %} {% step %} ### Add Asset Type Under **Choose Asset Type**, click the **➕ (Add)** button.

{% endstep %} {% step %} ### Fill the form Fill in the form fields as shown in the modal: * **Asset Type Name**\* — Enter a clear and recognizable category name (e.g., *Hydraulic Press Type*). * **SKU**\* — Provide a unique identifier or model code for internal reference. * **Asset Type Description** — Write a short description that defines the machine type and its purpose. * **Select Template (Optional)** — Choose a template to associate prebuilt workflows or configurations. * **Image** — Upload an image representing the machine type for quick visual identification. {% endstep %} {% step %} ### Save Click **Save** to add the new Asset Type to the list. {% endstep %} {% endstepper %}

## Viewing Asset Type Details Once an Asset Type is created, you can view its details in the **Asset Type Information** panel on the right side of the page. This section displays key attributes and provides access to editing and QR code generation. The information panel includes: * **Model Name** — Displays the asset type name. * **SKU** — Shows the model identifier or code. * **Description** — Explains the asset type’s use or purpose. * **Image** — Displays the uploaded image for quick visual recognition. * **View QR** — Generates a QR code for easy linking in AR workflows. * **Edit** — Opens the asset type form for updates.

## Asset Type Relationships Every **Asset Type** can contain multiple assets (individual machines). Each linked asset inherits workflows, resources, and configurations defined at the asset type level. This ensures consistency in instructions and documentation across similar equipment models. ## Notes {% hint style="info" %} Tip: Use clear naming conventions for all Asset Types (e.g., “Hydraulic Press Type HP200” or “Assembly Robot Type AR-5”). {% endhint %} {% hint style="warning" %} Note: If an Asset Type contains active assets or linked workflows, it cannot be deleted until those dependencies are removed or reassigned. {% endhint %} ## Example Use Case > Example:\ > A factory supervisor creates an Asset Type named *“Hydraulic Press Type — HP200 Series.”*\ > The SKU “HP200” is assigned, and a brief description—“Used for sheet metal forming and press operations”—is added.\ > A reference image of the press is uploaded.\ > This Asset Type is then linked with multiple “Hydraulic Press” assets, ensuring all machines share the same maintenance workflows and inspection templates. ## Best Practices * Maintain standardized naming for all Asset Types for easy filtering and reporting. * Always upload a clear, front-facing image of the equipment for fast identification. * Link templates early to ensure consistency in workflows across similar machines. * Use detailed descriptions for better documentation compliance and traceability. # Asset — Register and Configure Equipment Units Step-by-step guide to adding, editing, and managing assets linked to an Asset Type. ## Overview The **Asset** page in the **Work Assist** module allows users to add, edit, and view individual assets within a selected Asset Type.\ Each asset represents real-world equipment or a machine that can be linked to workflows, job records, and templates for standardization and tracking.\ Technicians use this section to manage asset information such as name, serial number, and location. {% hint style="info" %} This page focuses on managing individual assets and linking them to workflows, job history, and templates to maintain traceability. {% endhint %} *** ## Steps to Add a New Asset {% stepper %} {% step %} ### Open Assets Open Work Assist → Assets from the side navigation panel.

{% endstep %} {% step %} ### Choose Asset Type Under Choose Asset Type, select an existing Asset Type or create a new one.

{% endstep %} {% step %} ### Add Asset Click ➕ Add Asset to open the asset creation form.

{% endstep %} {% step %} ### Fill Asset Details Fill out the asset details: * **Asset Name**\* — Enter a unique name for easy identification. * **Serial Number**\* — Add the manufacturer or internal tracking number. * **Location**\* — Specify the plant or site where the asset is located. * **Select Template** — (Optional) Choose a predefined template to apply existing workflows or configurations. {% endstep %} {% step %} ### Save Click Save to create the asset. Once saved, the new asset appears in the “Choose Asset” dropdown list and its details are displayed in the Asset Information panel on the right. {% endstep %} {% endstepper %}

*** ## Viewing Asset Information After creating or selecting an asset, view its complete details in the **Asset Information** panel: * **Asset Name** — Displays the registered asset name. * **Serial Number** — Shows the unique identifier or manufacturing code. * **Location** — Displays the asset’s physical or operational location. * **Created Date** — Date when the asset was added to the system. * **View QR** — Generates a scannable QR code for easy identification and linking in AR mode. * **Edit** — Allows modification of existing asset information.

*** ## Asset and Job Relationship Each asset is linked to an **Asset Type**, which contains related workflows, templates, and resources.\ When a job is created using a workflow under that asset type, the system automatically associates the specific asset with the job’s history.\ This ensures complete traceability for maintenance and operational activities. *** ## Notes {% hint style="success" %} Tip: Use templates for commonly used equipment setups to save configuration time. {% endhint %} {% hint style="warning" %} Note: An asset cannot be deleted if it is linked to any existing job or job history.\ To delete an asset, ensure it has no active or historical jobs associated. Only unlinked assets can be removed safely. {% endhint %} *** ## Example Use Case > Example:\ > A technician adds an asset named *“Hydraulic Press Machine — HP200”* under the *“Hydraulic Press Type”* category.\ > The asset is located in the *Mumbai Manufacturing Facility* and is linked to a “Routine Maintenance Template.”\ > The system then automatically associates standard workflows and inspection checklists for that machine type. *** ## Best Practices * Always include clear and consistent asset names for faster search and traceability. * Maintain up-to-date location data to help field teams locate assets easily. * Regularly review linked workflows and templates for consistency across all assets. * Use QR codes on equipment for quick identification and AR-guided servicing. # Job (Plan and Assign Maintenance Tasks) Documentation for creating, assigning, and monitoring jobs and maintenance tasks for each asset type. ## Overview The **Job** section within the **Work Assist** module is designed to manage and track maintenance, inspection, or operational activities linked to specific assets.\ Jobs can be created, assigned, prioritized, and monitored for completion.\ This feature allows supervisors and technicians to plan daily maintenance tasks efficiently and ensures accountability in aerospace, manufacturing, and industrial environments. *** ## Navigating the Job Tab {% stepper %} {% step %} ### Open the Assets page Open the **Work Assist → Assets** page.

{% endstep %} {% step %} ### Select Asset Type and Asset Select an **Asset Type** and **Asset** to view related job records.

{% endstep %} {% step %} ### Open the Job tab Click on the **Job** tab at the top of the page to access the job management view.

The **Job** page includes: * A **Search Bar** to quickly find jobs. * A **Job Filter Dropdown** (`My Jobs / All Jobs`) to toggle between personal and global job lists. * A **Filter Panel** to filter jobs by **Status** or **Priority**. * A **Create Job** button to add a new job record.

{% endstep %} {% endstepper %} *** ## Creating a Job {% stepper %} {% step %} ### Click Create Job Click **Create Job**.

{% endstep %} {% step %} ### Fill in the job form A form window will open — fill in the following details: * **Name**\* → Enter the job title (e.g., “Hydraulic Press Maintenance”). * **Job Type**\* → Select the job type (e.g., inspection, repair, or maintenance). * **Asset Type**\* → The selected asset type will auto-populate. * **Asset**\* → Select the specific asset (machine or equipment). * **Workflows**\* → Choose one or multiple workflows linked to this job. * **Assign Job** → Select the technician or operator responsible for executing the job. * **Select Template** → Choose a predefined custom field template if required. * **Priority**\* → Choose between Low, Normal, High, or Urgent. * **Note** → Add any relevant remarks or safety instructions. {% endstep %} {% step %} ### Finalize Click **Create** to finalize the job.

{% endstep %} {% endstepper %} *** ## Job Management Features After a job is created, it appears in the job list with the following visible details: * **Job Title and Priority Tag** — Highlights the task and its urgency (Normal, High, or Urgent). * **Completion Status** — Displays the job progress percentage. * **Assigned To** — Shows the assigned technician or operator. * **Linked Asset** — Displays the associated asset or equipment. * **Location and Status** — Indicates where the job is scheduled and its current stage (Not Started, In Progress, Completed). Each job record can be accessed for detailed task execution, updates, and completion tracking. *** ## Filtering and Viewing Jobs To simplify job tracking, use the available filters: * **My Jobs** → Displays only jobs assigned to the logged-in user. * **All Jobs** → Shows every job created under the selected asset type. * **Filter Options** → Filter jobs based on **Status** (Not Started, In Progress, Completed) or **Priority** (Low, Normal, High, Urgent). This helps managers and technicians focus on active, urgent, or overdue tasks. *** ## Notes {% hint style="info" %} Tip: Use “High” and “Urgent” priorities only for time-sensitive or safety-critical maintenance activities. {% endhint %} {% hint style="warning" %} Note: If a job is associated with an asset, that asset cannot be deleted until the job record is completed or removed. {% endhint %} *** ## Example Use Case

Hydraulic Press — Routine Maintenance (expand)

A supervisor creates a job named *“Hydraulic Press — Routine Maintenance.”*\ The job is linked to the asset *“Hydraulic Press HP200”* under the asset type *“Hydraulic Press Type.”*\ The supervisor assigns the job to a maintenance technician, selects the workflow *“Weekly Lubrication Process,”* and sets the priority to *Normal.*\ Once the technician completes the workflow, the job status automatically updates to *Completed.*

*** ## Best Practices * Always link each job to a specific workflow for clear step-by-step execution. * Regularly review job statuses to maintain operational transparency. * Use filters to prioritize time-sensitive or critical maintenance tasks. * Keep job notes detailed to ensure smooth handovers between shifts or teams. # Workflow (Design Digital Work Instructions) Guide to creating and managing AR-enabled workflows for Asset Types, used in manufacturing and maintenance operations. ## Overview The **Workflow** section in the **Work Assist** module enables users to create, generate, and organize digital workflows associated with specific **Asset Types**.\ These workflows act as digital standard operating procedures (SOPs), guiding technicians through step-by-step instructions with attached images, videos, and 3D resources. Workflows are crucial in industries like **aircraft manufacturing**, **automotive assembly**, and **plant maintenance**, ensuring consistent execution, traceability, and quality control. ## Prerequisite: Asset Type Selection Before accessing the Workflow tab, select an **Asset Type** from the left panel under **Work Assist → Assets**.\ Without selecting an asset type, the workflow tab remains inactive since workflows are asset type-specific. > Example: Select *Aircraft* as the Asset Type to begin creating related workflows. ## Accessing the Workflow Tab * Navigate to **Work Assist → Assets**. * Choose the relevant **Asset Type**. * Click on the **Workflow** tab at the top navigation bar. * The list displays: * Workflow name * Number of steps * **Create Workflow** — for manual workflow creation. * **Generate Workflow** — to auto-create workflows using a PDF file with procedural steps. * Click a workflow to open it.

### Workflow Details The workflow page includes: * Workflow name * List of steps * Search steps * Add Step button * Reorder steps by drag and drop * **Hover actions on each step**

#### Editing a Step from the List * When you move the mouse over a step, a **pencil icon appears**

* Click the pencil icon to: * Open the step editor directly

* Quickly update the step without opening the full workflow header view

This provides a faster way to modify steps. ## Creating a Workflow Manually {% stepper %} {% step %} ### Create Workflow * Click **Create Workflow**. * A modal will appear prompting for a workflow name. * Enter a descriptive **Workflow Name** (e.g., *Airplane Turbine Assembly Process*). * Click **Create Workflow** to proceed.

Once created, the workflow will appear in the list under the selected asset. {% endstep %} {% endstepper %} ## Generating a Workflow Using PDF (AI-based Feature) This feature allows automatic workflow generation using the AI-powered **Gen AI Workflow Creator**. {% stepper %} {% step %} ### Generate from PDF * Click **Generate Workflow**. * In the modal, click **Choose PDF** and upload a document (e.g., standard operating procedure, maintenance manual, or assembly instruction). * Click **Generate**.

The system automatically extracts text, images, and step structures to create a complete workflow draft. This saves setup time and minimizes manual data entry errors for repetitive or document-based processes. {% endstep %} {% endstepper %} ## Managing Workflow Steps Once a workflow is created, click its name to open the **Workflow Detail Page**.\ Here, you can add, edit, and organize workflow steps to define detailed instructions. Key Sections: * **Workflow Header**: Displays asset type, creation date, and update date. * **Add Step**: Add new step instructions. * **Save Re-Arranged Steps**: Reorder the sequence of existing steps. * **Delete**: Remove workflow entirely if no job references exist. ## Adding Workflow Steps {% stepper %} {% step %} ### Open Add Step * Click **Add Step** to open the step creation page.

{% endstep %} {% step %} ### Fill Step Details Fill in details as follows: * **Step Name**\* → Enter a concise, action-based title (e.g., “Fix the turbine shaft”). * **Description** → Add detailed procedural text explaining the step. * **Quick Tips** → Provide best practices, safety notes, or operational reminders.

{% endstep %} {% step %} ### Attach Resources Attach supporting resources such as: * **Images, Videos, or Documents** (e.g., reference images or technical manuals). * **3D Objects or AR Anchors** for augmented reality guidance. * **Tools or Considerations** to specify required instruments.

{% endstep %} {% step %} ### Evidence & Templates * Under **Is Evidence Required?**, choose: * **Yes** → Technician must submit image or video proof. * **No / Optional** → Evidence capture not mandatory. * Select a **Data Entry Template** (if available). {% endstep %} {% step %} ### Save Step * Click **Create Step** to save.

{% endstep %} {% endstepper %} ## Reordering and Managing Steps {% stepper %} {% step %} ### Reorder Steps * Drag the grip icon beside each step to reorder.

{% endstep %} {% step %} ### Save Re-Arranged Steps * After repositioning, click **Save Re-Arranged Steps** to persist the new order.

{% endstep %} {% step %} ### Delete Workflow * Delete a workflow entirely if there are no job references. Deletion is restricted if dependencies exist.

{% endstep %} {% endstepper %} This ensures that the workflow follows the correct operational order for technicians during execution. > Example: Step 1 – Take the shaft as a base part.\ > Step 2 – Fix the turbine assembly on the shaft.\ > Step 3 – Tighten the retaining bolts and validate balance. ## Example Use Case > **Example:**\ > In an aircraft manufacturing setup, a technician creates a workflow titled *“Airplane Assembly Turbine Engine.”*\ > The first step is *“Take the shaft as a base part,”* with associated 3D visuals.\ > Subsequent steps include turbine assembly and alignment.\ > AR Genie’s Work Assist automatically links these steps to the assigned asset, ensuring consistency in assembly procedures. ## Notes {% hint style="info" %} Tip: Combine **Generate Workflow** with manual edits to fine-tune step accuracy. {% endhint %} {% hint style="warning" %} Note: Deleting a workflow linked to existing jobs is restricted until dependencies are removed. {% endhint %} # Resources (Manage Media, Tools, and AR Assets Instructions for managing visual and AR resources such as images, videos, tools, AR anchors, 3D models, and object detection sources. ## Overview The **Resources** page under **Work Assist → Assets** allows users to manage all supporting resources linked to a specific **Asset Type** and **Asset**.\ These resources form the foundation for creating interactive and visual workflows for technicians using AR Genie’s platform. Supported resources include **media (images, videos, and documents)**, **3D objects**, **AR anchors**, **considerations**, **tools**, and **object detection sources**. *** ## Prerequisite: Asset Type Selection Before managing resources, select the **Asset Type** from the left panel.\ Example: Select *Aircraft* → *Airplane Assembly Turbine Engine*. Without selecting an asset type, the Resources section remains inactive since all resources are asset-type linked. *** ## Media Tab The **Media** tab organizes visual and document-based assets under four categories: * **Images** * **Videos** * **Documents** * **3D Objects** Each resource type can be uploaded directly or selected from the **Gallery**. ### Uploading Media {% stepper %} {% step %} ### Upload media files * Click inside the upload area or **drag and drop** files. * Add a **caption or tag** for easy search and identification. * Uploaded files appear as cards with thumbnails and view options. {% endstep %} {% step %} ### Example uploaded items * Image: *“Assemble the compressor”* * Video: *“Turbine assembly animation”* * Document: *“Aircraft.pdf”* * 3D Object: *“Engine model.glb”* {% endstep %} {% endstepper %} ### Selecting from Gallery Click **Gallery** to open the resource selection modal. Use search and tab filters (Images, Videos, Documents, 3D Objects) to quickly find existing files.

*** ## Anchors Tab Anchors define **spatial markers** used for aligning AR content within real-world environments. These are also created through the **iPad app** for precise calibration and positioning.

{% hint style="info" %} Anchors can only be added from the iPad app. {% endhint %} *** ## Considerations Tab **Considerations** are safety notes, procedural cautions, or informational warnings related to asset handling or operation. ### Adding a Consideration {% stepper %} {% step %} ### Open add consideration modal Click **Add Consideration**.

{% endstep %} {% step %} ### Complete the form * Select **Type** (Custom, Caution, Warning, Note). * Enter a **Description**. {% endstep %} {% step %} ### Create Click **Create** to add it.

{% endstep %} {% endstepper %} Example:\ ⚠️ “If you lift it too much, the small plastic claw will break, so be careful.” *** ## Tools Tab The **Tools** section lists all instruments or equipment required for workflows associated with the asset. ### Adding a Tool {% stepper %} {% step %} ### Open add tool modal Click **Add Tool**.

{% endstep %} {% step %} ### Fill tool details Enter the following details in the form: * **Tool Name** (e.g., Screwdriver, Torque Wrench) * **Description** — purpose or use. * **Image** — drag and drop or select file. * **Warnings** — optional safety notes. {% endstep %} {% step %} ### Create Click **Create Tool**.

{% endstep %} {% endstepper %} ### Example * **Tool:** Screwdriver * **Description:** Used to tighten turbine screws. * **Image:** Uploaded from local system. *** ## Object Detection Source Tab The **Object Detection Source** section allows the setup of machine vision or AR-based target recognition resources. ### Adding an Object Detection Source {% stepper %} {% step %} ### Open new object detection source Click **New Object Detection Source**.

{% endstep %} {% step %} ### Fill the form * **Name** — e.g., *Compressor Section Detector* * **Description** — define purpose of recognition. * **Width (in cm)** — physical reference size. * **Target Type** — type of image/marker/object used. * **Resource** — upload related image, 3D object, or AR marker. {% endstep %} {% step %} ### Create Click **Create** to finalize.

{% endstep %} {% endstepper %} *** ## Summary | Resource Type | Description | Source | | ----------------------------------- | ---------------------------------------- | ------------ | | **Images, Videos, Docs, 3D Models** | Upload media for visual guidance | Web Portal | | **AR Objects, Anchors** | Add spatially mapped AR content | iOS/iPad App | | **Considerations** | Add operational warnings or notes | Web Portal | | **Tools** | Define tools for assembly or maintenance | Web Portal | | **Object Detection Source** | Enable AR object recognition | Web Portal | *** ## Example Use Case For the *Airplane Assembly Turbine Engine* asset, a supervisor uploads related images, videos, 3D turbine models, and adds considerations like *“Handle turbine blades with care.”*\ A *Screwdriver* tool is defined for use, and an *Object Detection Source* helps AR Genie identify turbine components for visual verification in AR glasses. *** ## Notes {% hint style="info" %} Tip: Use high-quality, lightweight 3D models for optimal AR rendering. {% endhint %} {% hint style="warning" %} Avoid duplicate uploads — use the **Gallery** for existing assets. {% endhint %} # Managing Knowledgebase in Work Assist Portal ## Overview The **Knowledgebase** feature in the **AR Genie Work Assist Portal** allows users to access, upload, and query documentation related to different **Asset Types**. It serves as a centralized repository of reference materials, manuals, and maintenance guides that can be quickly accessed by engineers, technicians, and operators. {% hint style="info" %} Knowledgebase resources are **Asset Type specific** — meaning users only need to select the relevant asset type to view or upload associated documentation. Selecting individual assets is **not required**. {% endhint %} *** ## Navigating to Knowledgebase {% stepper %} {% step %} ### Access the portal Log in to the **AR Genie Work Assist Web Portal**.

{% endstep %} {% step %} ### Open Assets Go to **Work Assist** → **Assets**.

{% endstep %} {% step %} ### Open Knowledge Base From the top navigation bar, click on the **Knowledge Base** tab.

{% endstep %} {% endstepper %} The Knowledgebase is divided into two sections: * **Query Tab** – for searching documentation and insights. * **Files Tab** – for uploading or viewing attached PDFs or manuals.

*** ## Querying the Knowledgebase The **Query** tab enables users to explore the knowledge repository by entering questions or keywords. The system searches through uploaded reference materials to provide relevant results. {% stepper %} {% step %} ### Select Asset Type Select the **Asset Type** (e.g., *Shielded Metal Arc Welding Robots*).

{% endstep %} {% step %} ### Switch to Query Navigate to the **Query** tab.

{% endstep %} {% step %} ### Enter query Type your question or keyword in the input field.

{% endstep %} {% step %} ### Review results View related results, such as documents, workflow instructions, or insights.

{% endstep %} {% endstepper %} {% hint style="info" %} Tip: Use specific terms like “assembly guide,” “error code,” or “maintenance steps” for more precise search results. {% endhint %} *** ## Uploading Knowledgebase Files The **Files** tab allows authorized users to upload PDF documents relevant to an asset type, such as manuals, process sheets, and safety instructions. {% stepper %} {% step %} ### Open Files section In the **Knowledge Base** tab, switch to the **Files** section.

{% endstep %} {% step %} ### Start upload Click **Upload PDF**.

{% endstep %} {% step %} ### Choose file Choose or drag and drop your PDF document.

{% endstep %} {% step %} ### Complete upload Click **Upload** to attach the document to the selected asset type.

{% endstep %} {% endstepper %} {% hint style="warning" %} Only **PDF format** is supported for upload. Uploaded files are visible to all users with access to that asset type. {% endhint %} *** ## Use Case Example **Scenario:** An aerospace maintenance engineer is assigned to the *Shielded Metal Arc Welding Robot* line. Instead of manually searching through physical manuals, they can open the Knowledgebase, select the asset type, and instantly access welding parameters, troubleshooting steps, and safety documentation. *** ## Best Practices {% hint style="info" %} * Regularly update your Knowledgebase with the latest service manuals and digital SOPs. * Organize documents by **Asset Type** for easier reference. * Keep document names clear and descriptive (e.g., *Robot\_Maintenance\_Manual\_v2.pdf*). * Use the **Query** function to reduce time spent searching for support material. {% endhint %} *** ## Summary The **Knowledgebase** in AR Genie Work Assist provides a powerful tool for technicians and engineers to **store**, **access**, and **query** relevant asset-type-specific documentation. By maintaining accurate and updated PDFs, teams can ensure smoother workflows, faster troubleshooting, and improved operational efficiency. # Resource Gallery This page has moved. If you are not redirected automatically, click the link below: 👉 Go to Resources Page # view assigned jobs and my jobs This page has moved. If you are not redirected automatically, click the link below: 👉 [Go to Job Page](/ar-genie-work-assist/work-assist-on-web-portal/job-plan-and-assign-maintenance-tasks) # Work Assist for iPad

### Overview The **AR Genie Work Assist for iPad** application provides a powerful and intuitive platform for technicians to perform maintenance, inspection, repair, and assembly tasks using: * ✅ Step-by-step digital workflows * ✅ Augmented Reality (AR) guidance * ✅ Tools and resource references * ✅ Job tracking and execution * ✅ Asset-based configuration Designed for **manufacturing, aerospace, automotive, and industrial sectors**, the app enables both skilled and non-skilled technicians to work with higher accuracy, reduced errors, and faster completion times. *** ### Key Capabilities Work Assist on iPad includes: * **Workflow Execution** * View instructions with images, videos, tools, and tips * Execute steps in Non-AR or AR mode * **AR Guidance** * Overlay instructions on real equipment * Hands-free visual reference for tasks * **Asset-Based Workflows** * Work instructions tied to asset type * Consistent process across teams * **Job Management** * Resume ongoing jobs * View job status and priority *** ### Why Use Work Assist on iPad? The iPad interface is ideal for: * Field technicians * Shop floor operators * Training environments * Hands-on maintenance work It provides a **portable and user-friendly experience**, allowing users to follow instructions directly at the worksite. ## ENDS # Login -How to Login Work Assist on iPad ? This page explains how to log in to the **AR Genie iPad app** to access **Work Assist** and **Remote Assist**. The login process supports email login, Google and Microsoft Single Sign-On (SSO), and optional two-factor authentication (2FA). *** ## 📱 App Launch Screen \ *Launch screen with Login button* When the app opens, tap: **Login** to continue.

*** ## 🔐 Login Screen \ *Secure login screen with email, SSO, and language options* Available login options: * Email & Password * Google SSO * Microsoft SSO * Remember Me * Forgot Password?

*** ## ✅ Sign In with Email {% stepper %} {% step %} ### Enter credentials Enter your email address. {% endstep %} {% step %} ### Enter password Enter your password. {% endstep %} {% step %} ### Sign in Tap **Sign In**.

{% endstep %} {% endstepper %} *** ## 🌐 Single Sign-On (SSO) If your organization uses Google Workspace or Microsoft 365 / Azure AD you can tap: * **Google** * **Microsoft** to log in without entering a password.

*** ## 🔒 Two-Factor Authentication (2FA) {% hint style="info" %} If 2FA is enabled, after login you may be prompted for a verification code from an authenticator app. Enter the code to complete login. {% endhint %} ***

🔁 Forgot Password

Tap **Forgot Password?** and follow the reset instructions sent to your email.

***

🆕 New User?

To create a new account: ➡️ Use the [**web portal registration**](/ar-genie-work-assist/work-assist-on-web-portal/login-accessing-the-ar-genie-work-assist-web-portal#register-a-new-account) page. Once registered and approved, return to the app and log in.

# Work Assist Dashboard(iPad) Welcome to the **Work Assist module on iPad**, designed for technicians, engineers, and factory operators to efficiently access: * Digital workflows * AR-guided instructions * Job management * Detection sources (AI / Object recognition) * Asset information This page provides an overview of the **main Work Assist screen** after logging into the iPad app. ## 🔍 Navigation Overview After selecting **Work Assist** from the left menu, the main page displays: * 🏭 **Asset Type selection** (required) * 🧰 Asset selection (optional) * 🧾 Workflow tab * 🔍 Detection Sources tab * ✅ Job tab * 🤖 AI tab

## 🏭 Selecting an Asset Type {% stepper %} {% step %} ### Select Asset Type Tap **Select Asset Type**.

{% endstep %} {% step %} ### Choose Asset Type Choose an available asset type from the list.

> ✅ Selecting an Asset Type is required to load workflows and resources. > {% endstep %} > {% endstepper %} ## 🧮 Main Page Layout (iPad) *Screenshot: Work Assist main screen on iPad showing navigation menu and asset type selection.*

## 🧭 Navigation Menu (Left Panel) The sidebar includes: * **Work Assist** * **My Jobs** * **Job Backlog** * **Asset** * User Profile & Settings

This allows quick switching between job tasks and asset information. ## ✅ Tabs Available Once an Asset Type is selected, the following tabs become active: | Tab | Purpose | | ----------------- | ---------------------------------------- | | Workflow | View and execute step-by-step procedures | | Detection Sources | Manage AI/Object sources | | Job | Create or view work jobs | | AI | Intelligent assistance |

## 🔐 Requirements {% hint style="info" %} * Logged into the iPad app * Asset Type selected Asset selection is optional. Workflows and resources are **Asset Type specific**. {% endhint %} # Asset Hub (iPad) The **Asset Page** in the AR Genie Work Assist iPad app allows technicians to access all asset-type–specific information, including: * AR Workflows * Detection Sources * Jobs * AI Assistant

This page is **asset type–driven**, meaning: ✅ Only *Asset Type* needs to be selected\ ❌ Selecting an individual Asset is optional ## Select Asset Type {% stepper %} {% step %} ### Select Asset Type * Tap **Asset Type**

* Choose the machine or equipment category Example: *Airbus A320*

Once selected, all tabs update automatically based on the asset type. {% endstep %} {% endstepper %} ## Workflow Tab Displays available AR workflows for the selected asset type. *Example: Airbus A320 Fuel Filter Replacement Procedure*

### You can: ✅ View workflows\ ✅ Start a workflow\ ✅ Follow step-by-step AR instructions **Example:** Selecting *Airbus A320* may show: * Fuel Filter Replacement Procedure * Engine Inspection Checklist Tap ▶️ to begin. ## Detection Sources Tab Contains visual markers used for AR recognition and anchoring. *Example: Airbus A320 engine image target*

**Use Case Example** Select detection source( e.g. image/3d object/QR code) to start anchor editor: ✅ System identifies location\ ✅ Anchors instructions accurately ## Job Tab Shows job assignments for the selected asset type. *Example: Job in progress for Airbus A320*

Jobs include: * Job Name * Status * Priority * Updated Date Technicians can: ✅ Resume a job\ ✅ Review history ## AI Tab The AI Assistant helps with: * Troubleshooting * Procedure guidance * Part information * Safety steps *Example: AI query field*

**Example Query:** > "How do I remove the Airbus A320 fuel filter?" AI provides: ✅ Steps\ ✅ Tools needed\ ✅ Safety notes {% hint style="info" %} Best Practice * Always select the correct asset type before starting. * Ensure detection source images are clear if printed onsite. {% endhint %} # Workflow Execution (iPad) #### **Overview** The **Workflow Execution** feature in the AR Genie Work Assist iPad app allows technicians to follow **step-by-step guided procedures** for maintenance, inspection, or assembly tasks. Users can run workflows in two modes: * ✅ **Non-AR Mode** – view text, images, videos, tools & tips in a standard interface * ✅ **AR Mode** – overlay steps and media on real-world equipment using Augmented Reality Once the workflow begins: * You can switch between **AR** and **non-AR mode** * If a step includes AR content: * A **blue AR icon** appears above the mode switch control in the bottom right corner. We recommend: * ✅ Start in **non-AR mode** * ✅ Understand the step instructions * ✅ Switch to AR mode only when needed This provides clearer orientation before using AR visual guidance. *** ## Selecting a Workflow (Non-AR Mode) Once an **Asset Type** is selected, available workflows are listed with step indicators.

*** ## Available Features in Non-AR Mode Each workflow step may include: * ✅ Description text * ✅ Images * ✅ Videos * ✅ Tools required * ✅ Quick Tips * ✅ Next/Previous navigation * ✅ Resource count per step

*** ## Tools & Resources Users can open tool details at any time.

*Tool usage sidebar with image and description*

*** ## Viewing Workflows in AR Mode #### AR Mode Behavior * If a step has **AR Anchors**, the app will attempt **object detection** * You may need to move the iPad for alignment * The app may continue prompting until detection is successful

Switching to **AR Mode** displays steps over real equipment using the device camera.

***

AR Mode Controls

While in AR Mode, users can: * ✅ Reset 3D model * ✅ Show/Hide model * ✅ Show/Hide media * ✅ Switch resource type (Img / Vid / Tool / Tips) * ✅ Move to next or previous step * ✅ Toggle AR mode ON/OFF

*** #### Voice Commands in Non-AR / AR Mode To use voice commands: ✅ Press the microphone button.\ ❗ Voice commands will NOT activate automatically.\ 🔊 Ensure audio permissions are granted. ## When to Use Each Mode | Mode | Best For | | ------- | -------------------------------------------------------- | | Non-AR | Indoor training, reviewing instructions, classroom usage | | AR Mode | Field execution, hands-on tasks, equipment matching | *** # Step by Step Guide for Anchor Editor

The **Anchor Editor** in the AR Genie Work Assist iPad App allows you to place digital AR anchors directly on top of real machinery. These anchors help guide workers with step-by-step instructions, pointing exactly to the correct position on the equipment. The system works by using **3D scan detection files** (such as `.arobject` files) that accurately match the real device. Once the device is detected, you can visually place anchors on it with precision. How the Anchor Editor Works When you select a detection source, the app **automatically opens the Anchor Editor**, where you can: * Detect the physical device * Place, move, rotate, and scale anchors * Assign or edit anchor names * View all anchors via the anchor list panel * Use preset or custom anchor shapes This enables accurate AR instruction layers on real equipment. Step-by-Step Guide to Using the Anchor Editor {% stepper %} {% step %} ### Select a Detection Source * On the detection source list screen, tap on an `.arobject` or supported tracking file. * As soon as you select a detection file, the app automatically opens the Anchor Editor. * Point your iPad at the real equipment → the app will detect it automatically.

{% hint style="info" %} Once detected, a small logo will appear in the center for image/QR sources. For `.arobject` files, the anchor origin appears where the origin was set in the detection file. {% endhint %} {% endstep %} {% step %} ### Choose an Anchor Type Available anchors include: * Down arrow * Up arrow * Left/right arrow * Circle * Rectangle * Curve pointer * **Custom anchors** (your own shapes/icons from your library) Tap any anchor type to select it.

{% endstep %} {% step %} ### Place the Anchor * Move your iPad to the location where the anchor should appear. * Tap the **Trigger button** to place the anchor. * The anchor will appear exactly on the surface or area you pointed to.

{% hint style="warning" %} Ensure the device remains detected while placing anchors. {% endhint %} {% endstep %} {% step %} ### Adjust the Anchor (Position, Rotation, Size) All anchors can be modified: * **Position** – use + or - buttons in x, y, z axis to move them * **Rotation** – use + or - buttons in x, y, z axis or use the in-screen gizmo to rotate the anchor * **Size** – use + or - buttons in x, y, z axis to resize the anchor. Press the Linked checkbox to resize in all directions. These controls ensure the anchor aligns perfectly with the real component.

{% endstep %} {% step %} ### Add or Edit Anchor Name * Select the anchor from the active anchor panel. * Add or update its name (examples: *Open Panel*, *Check Switch*). * Toggle **show/hide names** as needed.

{% endstep %} {% step %} ### Manage All Anchors (Anchor List Panel) Tap the **Anchors** button to open the anchor list. Inside the panel, you can: * Select anchors * Edit or rename anchors * Update position or rotation * Remove or modify anchors * Close the list via the **X button**

{% endstep %} {% step %} ### Use Custom Anchors Custom anchors allow advanced users to: * Use organization-specific icons * Highlight unique components * Add visual cues not available in the default library Access them through the **Custom Anchors** library.

{% endstep %} {% step %} ### Save and Exit After placing and adjusting all anchors, they are saved automatically. The anchors are stored and linked to that specific detection source. During AR guidance, the anchors will appear exactly on the real machine.

{% endstep %} {% endstepper %} #### **Watch AR Anchor Editor Tutorial video:** {% embed url="" %} Summary By selecting a detection source → automatically entering the Anchor Editor → placing & adjusting anchors → saving them, you create precise AR workflows aligned to the actual machinery. # View Jobs This is a brief overview of how to View Jobs on iPad.

## View Jobs on iPad: ### How to View jobs on iPad? * Go to >> **" My Jobs"** on the navigation bar of the dashboard.

Here you will see all the list of the jobs assigned to you. ## ENDS # Run Jobs This is a brief overview of how to Run Jobs on iPad.

## Run Jobs on iPad: ### How to Run Jobs on iPad? * On **" My Job"** Dashboard, **Go to the** **" Start"** Button to run your specific job.

You will see the job details such as : Workflow & job name, job type, status & description of the job.

* Now Go to >> the **"Workflows"** and **"scan the QR Code"** on the object ( Asset ).

Once scanned, you will see the workflow steps for your job.

* To view attached media for each step, Go to >> **"Show Media"**. Use the side arrows to navigate through additional files associated with that particular workflow step media.

You can hide the media if not needed. * You can navigate through all the media's through these icons highlighted with yellow box on the figure below.

* To view the 3D Model. Enable **" Show Model"**. This will show you the attached model for that particular workflow step.

* To view the Video file, Enable the Video Tab. This will show the video file associated with that particular workflow step.

* Complete the step and Go to >> **"Next"** to view the subsequent step.

* After completing a step, you'll be prompted to add evidence before proceeding. You must add this evidence to move on to the next step; otherwise, you'll be returned to your job dashboard.

* Go to>> the **"Yes"** button to add evidence. After pressing "Yes," you will see the **"Add Evidence**" section. Here, you can view options for adding evidence in different ways such as : Image Evidence, Text Evidence and Video Evidence.

**To add different types of evidence:** Navigate to the left sidebar and select from the following options:

Select from the options to add the evidence

* Click the **"Add Notes" icon** to include text evidence. * Click the **"Camera" icon** to include image evidence & * Click the **"Video" icon** to add video evidence. After selecting an option, Go to >> **"Add"** button.

**To add Image Evidence:** 1. Go to >> the **"Camera icon"** & Go to >> the **"Add"** button. 2. Capture the image & Go to >> **"Add"** button.

3. Repeat these steps to add more images and Your Image Evidence is now saved. **To add Text Evidence:** 1. Go to >> the **"Add Notes icon"** & then go to **"Add"** button.

2. Add the note or text and **click on "done"**.

Your Text Evidence is now saved. **To add Video Evidence:**
1. Go to >> the **"Video icon"** & then go to the **"Add"** button. **To add Video Evidence:** \

Go to the Video Icon to add Video Evidence

2. Record the video and click on use video after capturing / recording the video.

Go to use video to add the video evidence

Now your Video Evidence is saved. Similarly you can add more videos. ## ENDS # Create Anchors This is a brief overview of how to Create Anchors / Anchor Points on iPad.

## Create Anchors on iPad: ### How to Create Anchors / Anchor Points on iPad? * Go to ***"Anchor Editor"*** on the navigation bar of the dashboard.

* Now **"Scan the QR code"** of the object you want to create the anchor for.

* Place the marker at the area or point where you want to create the anchor & then click on the button to create it.

Now the AR anchors or anchor points has been successfully created and saved in the asset gallery of that particular asset step instructions.\ \
ENDS\
---------- # Knowledge Base for iPad devices This is a brief overview of how to access Knowledge Base on iPad. ## Access Information on iPad: ### How to access information from knowledge base on iPad? Knowledge base offers the additional information stored on the gallery of the work assist web-based portal. * Click on the **" Message Icon"** above the social media button.

* On the message window, type your message or any query and the AI assistant will respond to your query in form of texts, images etc.

In this way you can access the knowledge base and ask query related to your job workflow. ## ENDS # Copy of Login -How to Login Work Assist on iPad ? This is a brief overview of how to login Work Assist on iPad

## Work Assist on iPad: ### How to Login on iPad? After submitting your required details on the " [Contact Us](https://www.argenie.ai/company/contact-us) " page of the website and getting verified, you can easily access AR Genie Work Assist on iPad using your login credentials. * Download and install the **AR Genie Work Assist App** from your device's app store.

* Launch the app and log in with your provided credentials.

Complete the login process and now you can easily use AR Genie Work Assist on iPad. ### ENDS
# Welcome to AR Genie Remote Assist Guide! Brief Overview of AR Genie Remote Assist Guide.

*** This comprehensive resource will help you get started with AR Genie Remote Assist, a **Remote Visual Assistance Software** that enable experts to see what technicians sees & help them to guide technicians remotely via **AR annotations or markers** through live camera video streaming in real-time. Here, you will find detailed information on how to use AR Genie Remote Assist on your **AR devices (iPad/ tablets, smartphones or mobiles both iOS / Android & AR Glasses)** and AR Genie Web-based Portal, to mange your remote sessions & guide technicians for complex issues. \ **In this guide, you'll learn :** * How to Get Started with AR Genie Remote Assist. ( Login ) * How to Create Remote Sessions on Web-portal, Mobile & Tablets. * How to Start Remote Sessions on Web-portal. * How to Join Remote Sessions on Web-portal, Mobile & Tablets. * How to Record Remote Sessions on Web-portal, Mobile & Tablets. * How to Add Agents for remote session via Web-portal. * How to Share Session Screen from the web-portal. * How to Raise Session Issues. * How to add, create or access Resource Gallery ( 3D Models, Images, Videos or Docs ). * How to manage your sessions via My Sessions and History. Whether you're a manager looking to streamline your customer service and technical support, a technician executing tasks and need swift assistance, or an expert looking for an easy tool to support your technician teams in a remote area, this guide will provide you with the knowledge and tools to make the most of AR Genie Remote Assist. ## ENDS # AR Genie Remote Assist – Table of Contents

Welcome to **AR Genie Remote Assist!** This guide is designed to help new users quickly understand how to get started and use the app for **remote support with augmented reality (AR).** With Remote Assist, technicians and experts can connect in real time using **web, mobile, tablet, or AR glasses** to solve problems faster and more efficiently. #### Getting Started Step-by-step instructions on how to log in and access Remote Assist on your preferred device. #### Key Concepts & Terminology Learn the basic terms you’ll see often: * Expert – the person providing guidance * Technician – the person receiving help on-site * Expert Console – the expert’s interface * Technician Console – the technician’s interface * Remote Assistance – live AR-powered collaboration #### Core Features * **Create Sessions** – Start a new remote support session. * **Start Sessions** – Launch AR guidance for real-time problem-solving. * **Join Sessions** – Join as a technician or expert with one click. * **Record Sessions** – Save sessions for training or review later. * **Add Agents** – Add more team members or experts. * **Share Session Screen** – Show your screen for clearer collaboration. * **Raise Session Issues** – Report technical or workflow problems instantly. * **Active Sessions & History** – See which sessions are live and review past ones.
With these features, even first-time users can confidently begin using AR Genie Remote Assist to improve **training, troubleshooting, and remote collaboration.** ## ENDS # Terminology

Understanding these key terms will help you navigate and use AR Genie Remote Assist effectively: *** ### Expert: An expert refers to a remote support professional who can provide assistance to the on-site worker or field technician at the remote end via web-based portal by viewing their live back camera video feed in real-time. ### Expert Console: Here, Expert Console refers to the interface or the session window screen at the expert end that opens when an expert start a remote session. It has functions that help the expert to execute various functions of AR Genie Remote Assist during the session. ### Technician: A Technician is a person ( a customer or user) who is showing the smartphone back camera video feed of the on-site machinery to the remote expert to get the technical assistance or guidance in real-time. ### Technician Console: Here, Technician Console refers to the interface or the session window screen at the technician end that opens when a technician joins a remote session on their AR devices such as mobile phone or tablets. The technician console has functions that help the technician during the session. ### Remote Assistance: Remote assistance refers to term " remote support" which means providing technical assistance or support to someone from a distance. It is a connection between a user and an expert that allows expert to offer support to the user remotely with the help of a remote support software via live video feed. ## ENDS # Remote Assist on Web-Portal Here you can view easy step-by-step guide on how to use AR Genie Web Portal for Remote Assist.

The AR Genie Web Portal is a comprehensive, user-friendly platform designed to mange and facilitate remote assistance and collaborative remote sessions. Remote Assist on Web Portal gives users an accessibility to create, join, record sessions and collaborate with other support experts to offer enhanced support. It serves as your central hub for creating, managing, and executing AR remote sessions. *** ### In **this section of the guide, you will learn:** * How to begin with or Login Remote Assist on Web-based Portal. * How to Create & Join Sessions. * How to Add agents and share session screen. * How to raise session issues. * How to manage my session, history and add media files in gallery.
## ENDS # How to Sign-Up and Sign-In Remote Assist on Web Portal ? You can access the Remote Assist Web Portal by creating a new account or signing in with your existing credentials. Both Email/Password and SSO (Google, Microsoft) options are available.

*** #### 🔹 Sign-Up (New Registration) * **Open the AR Genie Website**\ Visit "[**https://www.argenie.ai/**](https://www.argenie.ai/)**"** using your preferred web browser. * **Click on “Log In”**

* On the login screen, click **“New user? Register”.**

#### **On the Sign-Up page, you have two options:** \ **Option 1 – Register with Email** * Click "**Register"** button.

* Enter your Full Name, Company Name, Email Address, Phone Number and Password. * Accept the Terms & Conditions. * Click Register. * Verify your email by clicking the confirmation link sent to your inbox.

**Option 2 – Register with SSO (Google or Microsoft)**
* Click Sign-Up with Google or Sign-Up with Microsoft.

* A secure login window will appear. * Sign in with your Google or Microsoft account. * Grant permissions (only the first time). * Your account will be automatically created and linked to your SSO account.

#### ✅ After sign-up, you can log in using either Email/Password or the same SSO method for future sessions. *** ### 🔹 Sign-In Open the Remote Assist Web Portal.\

On the Sign-In page, you can log in using:\ \ **Option 1 – Email & Password** * Enter your registered Email and Password. * Click Sign-In.

You will be redirected to your dashboard.
**Option 2 – SSO (Google or Microsoft)** * Click Sign-In with Google or Sign-In with Microsoft. * Authenticate with your chosen account.

#### 🔹 Forgot Password? If you forget your password: * Click Forgot Password? on the login page.

* Enter your registered email. * Check your inbox for the password reset link.

## ENDS # Create Instant Session | AR Genie Remote Assist Learn how to create an instant session in AR Genie Remote Assist Portal, including session naming, enablingThis is a detailed information on how you can Create a Remote Session on AR Genie Web Portal.

## Create Instant Session Create an instant session to quickly start a live Remote Assist interaction without prior scheduling. This is useful for immediate support, troubleshooting, or real-time collaboration.

### Overview The **Create Instant Session** dialog allows you to configure essential session details before starting. You can configure: * **Session Name** – Identify the purpose of the session * **Live Captions** – Enable or disable real-time speech-to-text * **Caption Language** – Select preferred language (visible only if captions are enabled)

*** #### Start Session Click **Next** to proceed and start the session.

*** * You can Copy/Share **the Session Code or the Session Link** with the participant by inviting them. **You can also invite participants in multiple ways:** * **SMS** → Send an invite link directly to a participant’s phone number via text message. * **Email** → Send the invite link through email. * **Agent** → Invite an **agent**. * **QR** → Generate a **QR code** that participants can scan to join instantly.

## Request AR Recording The **Request AR Recording** feature in the AR Genie Web Portal allows you to generate and share a dedicated link to request augmented reality (AR) recordings from participants. This is especially useful for collecting on-field visuals, troubleshooting steps, or demonstrations that can be reviewed later by experts. **Request AR Recording** * You will see the **Request AR Recording** section with a unique link. * Copy the link using the **copy** icon. * Or click **Share** to directly send the request link to participants.

**AR Recording Link** * A unique link is generated for the AR Recording. * Use the C**opy** 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.

Once you click **Start Meeting** or **Close**, the session immediately appears under the **“Active”** tab in the "**My Sessions"** page.

## ENDS # How to Join a Session in AR Genie Web Portal ? This is a detailed information on how you can Join a Remote Session on AR Genie Web Portal.

## To Join a Remote Session: *** * Click on "***Join Session***" button

* Enter the 9-digit code given to you by the host to join the session and click on the Join Session.

* The video session window will open and you will be now connected with the expert for the session. You can also Join the existing sessions by clicking on the **"Join Meeting"** button.

## ENDS # How to Start a Remote Session on Web Portal ? This is a detailed information on how you can Start a Remote Session on AR Genie Web Portal.

### To Start the Remote Session: *** To start the session immediately after creating the session:
* Click on the ***“Start Meeting***” button which will connect you with the participants.

Or to start the session later, you can Go to >> ***"Remote Assist"*** >> ***“My Session”*** >> **"Active" tab*****.*** * Click on ***“Join Meeting”*** button to connect with the participants.

Or you can join the session through "***Join"*** button which you received the session code by expert.

Once joined, the video session console will appear on your screen.

## ENDS # Expert Console - Start Video Sessions on Web Portal Video Session Window of the web portal

*** The expert's console displays the video session window of the web portal where the expert can view the live video stream of the session and guide the field technician using various functional features of the console. The image below represents the expert's console which displays the video session window of the portal along with various AR tools and functions for live AR remote session.

The expert can record the live session, take screenshots, share screens, add notes, annotate areas of concern with markers and text boxes, and chat with the field technician during the live session for better understanding and communication. ### AR Remote Session with Remote Assist Functional Features: Once both the expert and the on-site technician are live for a session and enters the meeting room, the expert and field technician can interact with each other while using these different features of AR Genie Remote Assist which includes: * **AR Annotations:** Markers ( Arrows, Circle, Free Hand), highlighted with different colors representing their usage as per the requirement during live session for quick guidance and support.

**Figure 1: Representing different annotation maker**

* **Text Box:** Expert can write certain instructions for the on-site field personnel or technician on the text boxes and point them to the desired area, hence enabling the participant to know better and be clear about the instructions. * **Meeting Chat:** The chat option enables users to share the information and chat during the remote support. * **Screenshot:** This helps to capture the specific event during the session to evaluate or analyze the situation. The expert can send invitation to other teams or guest through ***“invite participants”*** option during live session.
Expert can also add **" Notes"** during the session. * **Recording:** Another feature is the live recording option that records the session details and streaming in real time which can be easily accessible later through the ***“My Session”*** and **"History”** tab for training and monitoring purposes. The camera, audio or microphone option enables live listening of the conversation during the video session which helps in better communication between the experts, technicians and remote teams.‍ * **Leave Meeting:** By clicking on the ***“Leave Meeting”*** button, expert can exit or leave the live remote session. He can again join the same session later by accessing it from "***My Session"*** tab.
### Zoom In Feature (AR Video) The **Zoom In** feature allows participants to closely inspect objects or areas within the AR video stream during an expert session. This is especially useful for detailed guidance, troubleshooting, or visual verification in remote assistance scenarios. When a participant activates zoom, a **preview panel** appears on the right side of the screen, displaying the magnified view. Users can adjust the zoom level using the **+ / - controls** to focus on specific details without affecting the main video feed. The zoomed view remains synchronized with the live video, enabling experts to guide field users more precisely. This feature enhances clarity and improves communication when working with small components, intricate assemblies, or hard-to-see areas.

**Key capabilities:** * Real-time video zoom without interrupting the session * Adjustable zoom levels for precise viewing * Side preview panel for focused inspection * Ideal for remote troubleshooting and AR-assisted workflows ### Background Effects (During Video Session) The **Background Effects** feature allows experts to control how their video background appears during a live session. This helps maintain privacy, improve visual clarity, and create a more professional meeting environment. #### Accessing Background Effects While inside an active video session: 1. Locate the **bottom toolbar** of the video interface. 2. Click on the **Background Effects icon**. 3. The **Background Effects panel** will open on the right side of the screen. *** #### Available Background Options Once the panel is opened, you can choose from the following options: **1. No Effect** Select **None** to keep your original background unchanged. **2. Blur Background** Apply a blur effect to hide your surroundings. Available levels include: * **Light** for minimal blur * **Medium** for balanced blur * **Strong** for maximum background concealment **3. Virtual Background** Replace your background with a custom or preset image. Options include: * Uploading a **Custom Image** * Selecting from preset backgrounds such as **Office**, **Nature**, **Abstract**, or **City**

*** #### Best Practices Use blur or virtual backgrounds in professional or sensitive environments. A medium blur often provides a good balance between privacy and performance. Ensuring proper lighting will improve background detection and overall video quality. ### Live Captions The **Live Captions** feature in the Expert Console enhances communication by providing real-time transcription of the ongoing conversation during a video session. It ensures that participants can easily follow discussions, even in challenging audio conditions or multilingual environments. #### Enable Live Captions To activate captions during a session, click the **“CC” (Captions)** icon available in the bottom toolbar. Once enabled, the Live Captions panel will appear on the right side of the screen. #### Caption Panel The panel displays a continuous stream of transcribed speech from all participants. Each caption is tagged with the participant’s name, allowing you to clearly identify who is speaking at any moment. The captions update dynamically as the conversation progresses. #### Caption Settings You can customize captions directly from the panel: **Status**\ Toggle captions based on your preference: * **On** – Displays live captions * **Off** – Hides captions **Caption Language**\ Choose the language for transcription: * **English (IN)** * **Hindi (हिंदी)** * **Japanese (日本語)** Selecting the appropriate language improves transcription accuracy and readability.

#### Use Cases Live captions are particularly useful for: * Understanding conversations in noisy environments * Supporting multilingual communication * Assisting hearing-impaired participants * Reviewing spoken instructions in text form #### Notes * Background effects require **camera access** to function. * If the camera is disabled, you will be prompted to enable it. * Performance may vary depending on system capability and network conditions. * Caption accuracy depends on audio clarity and pronunciation * Background noise may affect transcription quality * Ensure stable internet connectivity for real-time updates This feature helps create a more accessible and efficient collaboration experience within the Expert Console video sessions. ### Using the Whiteboard After opening the whiteboard, you can interact with a variety of tools available in the top toolbar: * **Drawing Tools**: Create freehand sketches or annotations directly on the canvas. * **Shapes & Lines**: Add structured elements such as rectangles, arrows, and connectors to organize your explanation. * **Text Tool**: Insert text anywhere on the board for labeling or instructions. * **Selection Tool**: Move, resize, or modify existing elements on the canvas. * **Erase / Undo / Redo**: Easily correct mistakes or refine your drawings. * **Zoom Controls**: Adjust the view for better precision or broader context.

#### Key Capabilities The whiteboard is designed to support real-time collaboration: * Edit and update content dynamically during the session * Visually guide participants through workflows or troubleshooting steps * Enhance communication beyond voice and video * Maintain clarity when explaining complex instructions The whiteboard remains active throughout the session unless closed, allowing continuous interaction and updates as needed. ## ENDS # Recording Overview on Web Portal This is a detailed information on how you can Record the live session on AR Genie Web Portal.

### How to start Recording on Web Portal ? **AR Genie’s Web Portal gives you the live recording option feature that records the session details and streaming in real time.** *** ## To Record the Session: During the live video session, * Go to >> On the bottom session toolbar of the session window screen of the web portal.
* Click on the ***“Recording”*** button.

Now the recording of the session has started.\ \ You can easily access the session recordings later through the ***“My Session”*** and ***"History”*** tab for training and monitoring purposes. **To view your recordings:** * Go to ***“ My Session”*** .
* Click on ***“three-dot menu”*** beside Join Meeting Button and Go to >> Recordings.

It will show you the recording details for the particular session. Similarly, you can also view your session recording details from ***“My History”*** tab.

## ENDS # How to Share the Screen on Web Portal ?

*** ### To Share The Screen: * During an active session, Click on the ***“Screen Share”*** icon on the session taskbar.

* The share window tab will open on the screen.
* Select the desired Chrome tab, Window or Entire Screen to share with the participants.

* An agent connected from another web portal can view the shared screen on his window during the live AR remote session. **Screen Share Zoom Control** During screen sharing, you can adjust the zoom level for better visibility of shared content. The zoom control, located at the bottom of the shared screen (highlighted), allows you to zoom in (+) to focus on details or zoom out (–) for a broader view. This helps participants clearly view content without affecting the presenter’s screen.

Only the expert or user creating the session and sharing the screen can stop screen sharing by clicking the share icon. ## ENDS # How to Raise an Issue on the AR Genie Web Portal ?

The **AR Genie Web Portal** allows users to manage sessions, monitor activities, and access all features of Remote Assist and Work Assist. If you encounter any technical problems, errors, or have feedback, you can easily **raise an issue** directly from the portal. Reporting issues promptly ensures faster resolution and smoother workflow. Here’s how to raise an issue on the web portal: * **Go to Settings** – After logging in, navigate to the **Settings** menu on the portal dashboard. * Click on **“Raise Issue.”**

* Click on **“Raise Issue”** button.

* **Fill in the issue details** – Provide a clear description of the problem or feedback. Include screenshots or additional notes if needed. * Click on **“Report An Issue”** to submit your report.

Once submitted, your issue will appear in the **Raised Issues list** on the portal screen, allowing you to track the status and any updates from support.

Using this feature ensures that all issues are documented and addressed efficiently. It helps maintain **smooth operations, effective remote collaboration, and uninterrupted AR-powered workflows** for your team. ## ENDS # 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**

*** 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:

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.

**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.

**To Add 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”**.

This will show you the recorded session details.

**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.

### How to Invite Agents o**r Participants from "My Session":** **To** **invite the agents or participants:** * Click on the " **Invite participants"** icon.

* Send the invitation via SMS or Email.

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

* 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.**

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.

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.

Add notes for the session and save.

**To View Recorded Session Details :**
* Click **"Recordings"** on the Session History dashboard.

This will show you the history of 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.

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

* 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**

## ENDS # Settings: AR Genie Remote Assist Web Portal

### Overview The **Settings** section in the **AR Genie Portal** lets users and administrators manage personal accounts, team access, support requests, and connected AR devices.\ Use this area to configure your workspace for smooth operation and secure collaboration.
> **Path:** `AR Genie Portal → Settings` ### Profile Manage your personal information, password, and security preferences.\ Access account details, enable two-factor authentication, and review active sessions. [**Learn more**](/ar-genie-remote-assist/remote-assist-on-web-portal/settings-ar-genie-remote-assist-web-portal/account-profile) ### Users Add or manage portal users and define roles such as Admin or Operator.\ Use this page to assign permissions and control account access. [**Learn more**](/ar-genie-remote-assist/remote-assist-on-web-portal/settings-ar-genie-remote-assist-web-portal/users-settings) ### Groups Organize multiple users into teams or departments for simplified permission control.\ Useful for managing access at scale across similar roles. [**Learn more**](/ar-genie-remote-assist/remote-assist-on-web-portal/settings-ar-genie-remote-assist-web-portal/groups-settings) ### Raise Issues Submit and track support tickets for bugs, feedback, or feature requests.\ Stay updated on the resolution status directly within the portal. [**Learn more**](/ar-genie-remote-assist/remote-assist-on-web-portal/how-to-raise-an-issue-on-the-ar-genie-web-portal) ### Connect AR Glasses Pair AR glasses with the portal for real-time collaboration and remote assist sessions.\ View device status, manage pairings, and ensure connectivity before sessions. [**Learn more**](/ar-genie-remote-assist/remote-assist-on-web-portal/settings-ar-genie-remote-assist-web-portal/connect-ar-glasses) *** #### 🧭 Purpose The **Settings** page is designed to help users: * Keep their account information up to date. * Modify personal and company-related details. * Manage account security by changing passwords. * Maintain a consistent and professional presence during remote assist sessions. ## ENDS # Account Profile Overview The Profile section under Settings in the AR Genie Portal allows users to manage personal information, update login credentials, set up authentication methods, review active sessions, manage connected applications, and access login history.

*** ## Account Overview The Account Overview page displays user profile information and allows editing of basic details. Features: * View Profile / Edit Account: Access and modify personal details. * First Name / Last Name: Update user name. * Email: Registered email address (used for login and notifications). * Company Name: Organization name associated with the account. * Phone Number: Contact number for verification or alerts. * Back to Application: Return to the main portal interface.

## Change Password This section allows users to securely update their account password. {% stepper %} {% step %} ### Enter current password Input your Current Password. {% endstep %} {% step %} ### Enter new password Input your New Password. {% endstep %} {% step %} ### Confirm new password Retype the new password to confirm. {% endstep %} {% step %} ### Save Click Save to update your credentials. {% endstep %} {% endstepper %}

## Two-Factor Authentication (Authenticator) Enhance your account security using an authenticator app. {% stepper %} {% step %} ### Open authenticator app Open your preferred Authenticator App (e.g., Google Authenticator). {% endstep %} {% step %} ### Scan QR code Scan the displayed QR Code with the authenticator app. {% endstep %} {% step %} ### Enter one-time code Enter the One-Time Code generated by the app. {% endstep %} {% step %} ### Assign device name Assign a Device Name for easy management. {% endstep %} {% step %} ### Save Click Save to complete setup. {% endstep %} {% endstepper %}

## Sessions Management View and control all active user sessions. Displayed Information: * IP Address * Session Start Time * Last Access Time * Expiration Time * Client Information Users can click Log out all sessions to remotely terminate all active sessions except the current one.

## Applications This page displays all connected applications, granted permissions, and user roles. Details Include: * Application Name * Available Roles (e.g., `${workassist_role}`, `${livemetaassist_role}`) * Granted Permissions * Additional Grants * Actions / Full Access Controls

## Account Log The Account Log tracks login activity and related security events. Log Fields: * Date – Timestamp of login or event. * Event – Type of event (e.g., login, logout). * IP Address – Source of the connection. * Client – Application or device used.

## Federated Identity & Social Login Link your AR Genie account with third-party authentication providers like Google or Microsoft for Single Sign-On (SSO). Features: * Connect or disconnect linked social accounts. * Simplify login using existing credentials. * Improve security through centralized authentication.

## Best Practices * Enable Two-Factor Authentication for enhanced security. * Regularly review sessions and terminate inactive ones. * Keep profile information updated. * Use Federated Login for faster and more secure sign-ins. ## ENDS # Users settings The **Users** section under **Settings** in the **AR Genie Portal** allows **Administrators** and **Owners** to manage user accounts, assign roles, and organize users into functional groups. > 🔒 *Note:* The **Users** page is not accessible to users with the **Agent role**. It is accessible to users with Admin role only.

*** ## Accessing the Users Page {% stepper %} {% step %} ### Open the Users page * Log in to your AR Genie Portal. * Go to **Home → Settings → Users**. Here you can view all registered users within your organization, their details, and role or group assignments. *Figure 1: The Users page showing* all registered users within your organization, their details, and role or group assignments. {% endstep %} {% endstepper %}

## Users List Overview The **Users List** page displays a table of all users in your company.\ Each row represents a user with key information such as: | Column Name | Description | | -------------------------- | -------------------------------------------------------------------------------------------------------- | | **Username** | The user’s registered login email. | | **Email** | Primary email associated with the user. | | **First Name / Last Name** | User’s name as recorded in the profile. | | **Status** | Indicates if the account is active or disabled. | | **Email Verified** | Shows whether the user’s email is verified. | | **Action** | The **Re-Send Invitation** button allows administrators to resend the email verification link to a user. | Additional features: * **Search Bar** – Quickly find users by name or email. * **Create User Button** – Add a new user to your organization. *Figure 2: The Users list page showing all registered users with verification status.*

*** ## Creating a New User {% stepper %} {% step %} ### Start creating a user Click **Create User**. {% endstep %} {% step %} ### Enter user information Provide the required fields: * **First Name** * **Last Name** * **Email** * **Phone Number** * **Group** – Select from available user groups (e.g., *Agent*, *Owner*). {% endstep %} {% step %} ### Save or cancel Click **Create** to save or **Cancel** to discard. *Figure 3: The Create User form for adding new members.* {% endstep %} {% endstepper %}

## Viewing and Editing User Details {% stepper %} {% step %} ### Open user details Click on any user from the list to open their profile. {% endstep %} {% step %} ### Navigate tabs You’ll see a tabbed interface with: * **Details** * **Roles** * **Groups** {% endstep %} {% endstepper %} ### Details Tab Displays all user-specific information: | Field | Description | | -------------------------- | ------------------------------------------------ | | **Profile ID** | Unique identifier of the user within the system. | | **Created At** | Date and time when the user account was created. | | **Email Verified** | Displays verification status. | | **Enabled** | Shows if the account is active. | | **First Name / Last Name** | Editable name fields. | | **Email** | The registered email address. | | **Phone** | User’s phone number. | Actions available: * **Save Changes** – Apply any modifications. * **Revert** – Undo unsaved changes. *Figure 4: User Details tab showing editable user information.*

*** ## Assigning Roles The **Roles** tab lets administrators assign or remove specific roles for a user. Roles define what actions a user can perform inside the portal. | Role | Description | | ---------------------------- | -------------------------------------------------------------------------------- | | **Agent (`agent_role`)** | Allows limited access to assigned tasks such as remote assistance. | | **Billing (`billing_role`)** | Grants permissions related to billing and payment management. | | **Admin (`admin_role`)** | Full administrative rights, including user management and system configurations. | Actions: * **Assign Role** – Add a new role to the user. * **Unassign Role** – Remove an existing role. *Figure 5: Roles tab where admins can assign or unassign roles to users.*

*** ## Managing User Groups The **Groups** tab helps organize users based on their functional or departmental roles. Groups can be used for permissions, content visibility, and communication segmentation. | Option | Function | | ------------------------ | ------------------------------------------ | | **Search by group name** | Locate existing groups quickly. | | **Join Group** | Add the selected user to a specific group. | | **Leave Group** | Remove the user from a selected group. | Available groups may include **Agent** and **Owner**, depending on your organization’s structure. *Figure 6: Managing user groups by joining or leaving groups.*

*** ## Best Practices * Ensure each user has only the necessary role permissions. * Regularly review user activity and verification status. * Use group assignments to simplify role management for teams. * Disable inactive users to maintain data security. *** This guide helps AR Genie administrators efficiently manage user accounts, maintain security, and streamline organizational access control within the portal. ## ENDS # Groups Settings The **Groups** section in the **AR Genie Portal** allows administrators and owners to manage user groups, control membership, and assign roles to specific teams within the organization. > 🔒 *Note:* The **Groups** page is only accessible to **Admin** and **Owner** roles. It is **not available for Agent roles.**

*** ## Accessing the Groups Page {% stepper %} {% step %} Log in to your AR Genie Portal account. {% endstep %} {% step %} Navigate to **Home → Settings → Groups**. {% endstep %} {% endstepper %} Here, you can view all groups created within your organization, add new ones, manage members, and assign group-specific roles. *Figure 1: Navigation path to reach the Groups settings page.*

*** ## Groups List Overview The **Groups List** displays all existing groups within your organization. Each entry provides a quick overview of the group name and the number of members in it. | Column | Description | | ----------------- | ------------------------------------------------------------------ | | **Group Name** | The name of the group created (e.g., Administrator, Agent, Owner). | | **Members Count** | The total number of members assigned to the group. | Available actions: * **Search Bar** – Quickly locate a group by typing its name. * **Create Group** – Add a new group to the organization. *Figure 2: The Groups list view showing all available groups and member counts.*

*** ## Creating a New Group {% stepper %} {% step %} Click on **Create Group**. {% endstep %} {% step %} Enter the desired **Group Name**. {% endstep %} {% step %} Assign roles to the group if required. {% endstep %} {% step %} Click **Save** to confirm creation. The new group will appear in the **Groups List**. {% endstep %} {% endstepper %} *Figure 3: Create Group interface for adding a new user group.*

*** ## Viewing Group Details Click on any group name from the list to open the **Group Details** page. This section provides information about the group and available management options. ### Fields Available: | Field | Description | | ---------------- | -------------------------------------------------------- | | **Group Name** | Displays the name of the selected group. | | **Roles** | Lists the roles associated with the group (e.g., agent). | | **Delete Group** | Removes the group permanently from the portal. | {% hint style="danger" %} Caution: Deleting a group cannot be undone and will remove all member associations. {% endhint %} *Figure 4: Group details page displaying group name and assigned roles.*

*** ## Managing Group Members The **Members** tab allows administrators to view and manage users assigned to a group. Features: * **Search by Name** – Find specific members easily. * **Add Member** – Add a user to the group. * **Remove Member** – Remove an existing member from the group. ### Columns: | Column | Description | | -------------------------- | --------------------------------------------------- | | **Email** | User’s registered email address. | | **First Name / Last Name** | The user’s full name. | | **Status** | Displays whether the member is enabled or disabled. | *Figure 5: Members tab showing all users assigned to a specific group.*

*** ## Assigning Group Roles The **Roles** tab is used to assign or remove roles within a selected group. Roles determine what permissions and actions group members can perform inside the AR Genie Portal. Available actions: * **Assign Role** – Add a specific role to the selected group. * **Unassign Role** – Remove a role from the group. * **Search by Role Name** – Locate a role quickly from the list. Example role available: **agent** *Figure 6: The Roles tab for managing role assignments within a group.*

*** {% hint style="info" %} Best practices: * Use clear and descriptive group names to make role management easier. * Regularly review group membership and permissions to maintain security. * Avoid assigning overlapping roles unless necessary for workflow. * Remove unused groups to keep the system organized. {% endhint %} *** This guide helps AR Genie administrators efficiently create and manage user groups, assign roles, and maintain team structure within the portal settings. ## ENDS # Connect AR Glasses {% hint style="info" %} Note: Only registered users with valid AR Genie credentials can access the portal using AR Glasses. {% endhint %} ## Connect AR Glasses – Settings The **Connect AR Glasses** option in the **Settings** section of the **AR Genie Portal** allows users to log in to their AR Genie account seamlessly using their AR Glasses device. This method ensures quick and secure authentication without the need for manual credentials. *** ### Accessing the Connect AR Glasses Page To open the **Connect AR Glasses** page, follow these steps: {% stepper %} {% step %} ### Log in to the AR Genie Portal Sign in to your AR Genie Portal account. {% endstep %} {% step %} ### Navigate to the page Go to Home → Settings → Connect AR Glasses. You will see a dedicated page that displays a **QR code** in the center of the screen. *Figure 1: The Connect AR Glasses page showing a QR code for device authentication.* {% endstep %} {% endstepper %}

### Logging In Using AR Glasses Follow these steps to log in through your AR Glasses: {% stepper %} {% step %} ### Open the AR Genie app on your AR Glasses Launch the official AR Genie app on your AR Glasses device. {% endstep %} {% step %} ### Select “Login via QR Code” On the device interface, choose the “Login via QR Code” option. {% endstep %} {% step %} ### Scan the QR code Use your AR Glasses camera to scan the QR code displayed on the web portal. {% endstep %} {% step %} ### Automatic authentication {% endstep %} {% step %} Once scanned successfully, the AR Genie app will automatically authenticate your account and log you in. {% endstep %} {% step %} {% hint style="info" %} Tip: Ensure both your AR Glasses and web portal are connected to the internet during the scanning process for seamless login. {% endhint %} {% endstep %} {% endstepper %} *** ### Description of the Page Elements | Element | Description | | --------------------- | ----------------------------------------------------------------------------------------------- | | **QR Code** | The scannable code displayed in the center of the screen used for device authentication. | | **Instruction Text** | A short guide that reads: “Use your device to scan the QR code below to login to your account.” | | **AR Glasses Device** | The compatible AR hardware used to access AR Genie features after authentication. | *Figure 2: The QR code displayed on the AR Genie Portal for AR Glasses login.*

### Benefits of QR Code Login * **Fast and Convenient:** Eliminates the need to manually enter login details. * **Secure Access:** QR-based authentication ensures a secure connection between your account and device. * **Seamless Integration:** Once logged in, your AR Glasses automatically sync with your AR Genie sessions, workflows, and assistance tools. *** ### Best Practices * Always use your **official AR Genie AR Glasses app** for scanning. * Make sure your device camera lens is clean for accurate QR detection. * Avoid sharing or capturing screenshots of your login QR code for security reasons. * Log out from your AR Glasses after each session if using shared hardware. *** This guide explains how to connect and authenticate your AR Genie account using AR Glasses, enabling quick and secure login access through QR scanning. # 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 # Remote Assist on Mobile/iPad

**AR Genie Remote Assist on Mobile** makes it easy for technicians and field workers to connect with experts anytime, anywhere. Using just a smartphone or tablet, you can **create and join remote support sessions** without needing extra hardware. Mobile access ensures that support is always at your fingertips, whether you’re on the factory floor, at a worksite, or in the field. With **AR-enabled mobile devices,** experts can add **annotations, drawings, and step-by-step instructions** directly onto the live camera feed. This means technicians can see guidance overlaid on the real-world view in real time, making it easier to follow instructions, troubleshoot problems, and complete tasks correctly the first time. *** ### Key Features * Join sessions as guest or user * Create and manage sessions * Invite agents and share links * Real-time video, audio, and collaboration tools ### Navigation Overview The app includes three main sections: * **Home** – Start or join sessions * **Session** – View active sessions * **Profile** – Manage settings and account ### Language Selection Users can change language from the top-right icon. Supported languages: * English * Hindi * Japanese ### Connection Status * Green indicator shows: **App is online and ready** By using Remote Assist on Mobile, organizations can reduce downtime, improve **remote collaboration,** and make workforce training more accessible. It’s a powerful way to bring expert support directly to the point of need — right in your pocket. ## ENDS # How to Login Remote Assist on Mobile/iPad? ### Login To access all features, log in to your account. 1. Tap **Login**

2. Enter your **Email** and **Password**

Enter your **Email** and **Password in iPad**

Enter your **Email** and **Password in Mobile**

3. Tap **Sign In**

You can also log in using: * **Google** * **Microsoft**

log in using Google or Microsoft in iPad

log in using Google or Microsoft in Mobile

[**New User? Register**](/ar-genie-remote-assist/remote-assist-on-web-portal/how-to-sign-up-and-sign-in-remote-assist-on-web-portal#sign-up-new-registration) ## ENDS # How to Create a Session in Remote Assist App on Mobile/iPad? #### Logged-in User #### Create Session 1. Tap **Create Session**

2. A **Session ID** is generated

* [**Invite Agent**](/ar-genie-remote-assist/remote-assist-on-mobile-ipad/how-to-invite-agents-and-share-links-on-mobile-ipad#invite-agents)

* [**Share Link**](/ar-genie-remote-assist/remote-assist-on-mobile-ipad/how-to-invite-agents-and-share-links-on-mobile-ipad#share-link)

### ENDS
# How to Invite agents and share links on Mobile/iPad? ### Invite & Share #### Invite Agents 1. Tap **Invite Agent**

2. Search for users in your organization

3. Tap **Invite** next to the user

*** #### Share Link 1. Tap **Share Link**

2. Choose a sharing option: * Messages * Email * Other apps 3. Or copy the session link and share manually

# How to Join a Session in Remote Assist App on Mobile/iPad? *** If you are the participant / guest user invited for a remote session, to view the session, you have to join the session by entering the session / link code. #### Join Session 1. Tap **Join session**

2. Enter **Meeting ID / Session ID**

3. Enter your name (if guest)

* To join any active or previous sessions on the app , go to session and join the session you want to join on the session list.

### ENDS
# How to View Your Sessions on Mobile/iPad? *** ### View Active Sessions Users can see all ongoing and past sessions. ### Session Details Each session shows: * Session ID * Participants * Date and time * Join button

### Benefits * Easy session tracking * Quick rejoining * Historical reference ### ENDS # Profile and Settings ### Profile Overview Users can view: * Name * Email * Account details

### General Settings * Appearance (Light / Dark / System) * AR Demo Mode ### App Permissions Manage: * Camera * Microphone * Photo Library * Notifications ### Logout Users can securely log out from the profile section.

# In-Session Controls ### Video Session Interface During a session, users can: * Enable/disable microphone * Enable/disable camera * Send messages * Adjust audio

### Advanced Controls Users can access: * Invite Agents * Share Screen * Open Whiteboard * Live Caption * Show Captions * Caption Language

### Key Benefits * Real-time collaboration * Remote troubleshooting * Visual guidance # Remote Assist on iPad

**AR Genie Remote Assist** works seamlessly on **iOS (iPad)**, providing users with a larger screen for improved visibility and smoother interaction. Tablets make it easier to follow live video streams, see **AR-powered annotations**, and communicate with experts during support sessions. This is especially useful in industrial environments, fieldwork, or training scenarios where a bigger display improves accuracy and comfort. In this section of the documentation, you will find detailed steps on how to get started with Remote Assist on your tablet or iPad. The following topics are covered: * **How to Login to Remote Assist on iPad?**\ Learn how to access your account and start using Remote Assist on iOS or Android tablets.
* **How to Join a Session on iPad?**\ Understand the process of entering a live support session with an expert.
* **How to Create a Session on iPad?**\ Step-by-step instructions for starting a new session and inviting participants.
* **How to Create AR Recording on iPad?**\ Learn how to capture your session for training, compliance, or future reference.
Using AR Genie Remote Assist on a iPad combines mobility with a clear, wide display — making collaboration, troubleshooting, and workforce training more effective. ## ENDS # How to Login Remote Assist on iPad? After submitting your required details on the " [Contact Us](https://www.argenie.ai/company/contact-us) " page of the website and getting verified, you can easily access AR Genie Remote Assist on iPad using your login credentials. * Download and install the [**AR Genie Remote Assist App**](https://play.google.com/store/apps/details?id=com.supportgenie.argenie\&hl=en_IN) from your device's app store.

Complete the initial setup process.
* Open the app select your preferred language.

* Go to >> the Session or Profile and Login with your provided credentials.

Now you can easily use AR Genie Remote Assist on iPad. ## ENDS
# How to Create a Session in Remote Assist App on iPad ?

*** Creating a session in the **AR Genie Remote Assist App on iPad** is the first step when you want to host and guide others through a live support interaction. Tablets and iPads provide a bigger screen and smoother interface, making it easier to manage multiple participants, view AR annotations clearly, and collaborate in real time. When you are the **host**, you are responsible for starting the session so that others can join. Here’s how you can do it: * **Click on “Create Session”.**

* This will instantly generate a unique session ID for you.

* **Click on “Share Invite”** – From here, you can share the session ID directly with your participants.\ You may share it via messaging apps, email, or copy the ID to share it later. * Once shared, participants can use this ID to **join your session** and connect with you.

Using the iPad version of Remote Assist ensures you have a clear view of the live camera feed and AR annotations. This makes it especially useful for **remote troubleshooting, training, and expert guidance** in field or industrial use cases.
### ENDS # How to Join a Session in Remote Assist App on iPad ?

*** Joining a session in the **AR Genie Remote Assist App on iPad** allows participants to connect with experts or hosts in real time for guided support. Tablets and iPads provide a larger screen, making it easier to view **live video streams and AR annotations**, and follow instructions clearly. If you are a **participant or guest user,** you will need the session ID or link code sent to you by the host to join the session. Here’s how to get started: **Log in** to the Remote Assist app on your iPad or tablet.
* Tap on **“Join Session.”**

* **Enter the session or link code** provided by the host. This code may be shared via email, messaging apps, or directly on your device inbox. * Tap **“Join”** to enter the remote session room.

Once you join, you will be connected in a live AR-powered session where the host or expert can guide you using **real-time annotations, instructions, and visual overlays.** This ensures you can follow complex tasks accurately, collaborate effectively, and complete troubleshooting or training steps with confidence.

Using the iPad version of Remote Assist combines mobility with a clear, wide display for enhanced **remote collaboration and workforce training.**
### ENDS # How to View Your Sessions on iPad ?

*** * Go to >> **"Session"**.

This will show you the list of all your active sessions on the app.

### AR Demo Mode: AR Demo mode is a feature that allows a technician to continue working even if they lose their internet connection or are not in a live remote session with an expert. In such cases, the technician can use the Remote Assist AR Demo Mode to record their session, including annotations and highlighted text, which can later be shared with the expert for further assistance.

### ENDS # Browser Based Guest Video Call | No App Installation Required quickly create an instant Session, Invite a customer using SMS, and start a remote support meeting. Customers join directly from their mobile browser- no app installation is required. This guide explains the complete workflow for **AR Genie Remote Assist**, from creating an instant session to joining a remote support call from a mobile browser. ## Expert Guide (Web Portal) Expert creates the session, invites the guest, and guides using non-AR markers {% stepper %} {% step %} ## Create an Instant Session Navigate to **Remote Assist → My Sessions**. Click **Create** under **Create Instant Session**.

{% endstep %} {% step %} ## Name Your Session Enter a meaningful session name (for example, **PC Maintenance**). Optionally enable **Live Captions**. Click **Next**.

{% endstep %} {% step %} ## Invite the Guest via SMS/Email 1. Select the **SMS/Email** tab. 2. Enter the customer's mobile number or Email. 3. Click **Send**. 4. Click **Start Meeting**.

{% endstep %} {% step %} ## Wait for the Customer The meeting room opens immediately and waits for the customer to join using the secure SMS invitation.

{% endstep %} {% endstepper %} ### Expert Best Practices * Use descriptive session names. * Verify the customer's mobile number. * Ask the customer to allow Camera and Microphone permissions. * Use the **Pointer** tool for precise guidance. * Use **Free Hand** annotations for temporary guidance. ## Guest/Customer Guide (Mobile Browser) Guest joins using the link and gets guided by the expert in real-time on their screen. {% stepper %} {% step %} ## Receive the SMS Invitation Tap the secure meeting link received by SMS.

{% endstep %} {% step %} ## Open the Meeting Link The secure AR Genie meeting page opens automatically in your mobile browser.

{% endstep %} {% step %} ## Enter Your Name Enter your name and tap **Join Meeting**.

{% endstep %} {% step %} ## Allow Microphone/Camera Permission Tap **Allow** when prompted.

{% endstep %} {% step %} ## Connected to the Expert You are now connected.

The expert can guide you using: * Pointer * Temporary Free Hand annotations

{% endstep %} {% endstepper %} ### Guest Best Practices * Join using a stable internet connection. * Allow Camera and Microphone permissions. * Hold your phone steady. * Ensure good lighting. * Follow the expert's on-screen guidance. * No application installation is required. ## Troubleshooting If you are unable to join: * Check your internet connection. * Refresh the browser page. * Ensure Camera and Microphone permissions are enabled. * Ask the expert to resend the SMS invitation if necessary. ## Watch the Video of this Guide # Welcome to AR Genie – 3D Scanner App *** ### **👋 Welcome to the AR Genie 3D Scanner App** The **AR Genie 3D Scanner App** is a powerful yet easy-to-use tool designed to help technicians, operators, and engineers scan real-world objects and transform them into **3D scan files** for Augmented Reality workflows. With just an iPad, you can capture the shape, size, and surface details of any physical device and convert it into an **“.arobject”** file. These files allow AR Genie applications to accurately detect equipment in real environments and place AR instructions or anchors directly on top of real machinery. This guide will help you understand the purpose, benefits, and workflow of the AR Genie Scanner before you begin scanning. *** ## **Overview of AR Genie’s 3D Scanner** ### **What the App Does** The AR Genie Scanner App lets you: * Scan any physical object using the iPad camera * Convert the scan into an **ARKit-supported .arobject file** * Upload, save, and use these scans inside AR Genie’s Work Instructions and Workflows * Enable accurate **object detection**, **alignment**, and **anchor placement** in AR The app provides a simple interface for scanning, but the underlying detection technology is powered directly by **Apple’s ARKit**, ensuring high accuracy and reliability. *** ### **Why 3D Scanning is Needed** In Augmented Reality, accuracy is everything. To place digital instructions or markers on a real device, the AR system needs to **identify** and **match** the device first.\ This is where the 3D scan comes in: * The `.arobject` file acts as a **digital twin** of the real equipment * ARKit compares the real object in front of the camera with the scanned 3D model * When a match is found, AR Genie can place AR content with **precise alignment** #### Put simply: **The 3D scan helps your iPad understand what the real object looks like so the AR app can correctly overlay instructions on it.** *** ### **Simple Example** Imagine you have a pump, motor, or control box. You want AR instructions to appear on the device when someone looks at it through the iPad. To make this possible: 1. You scan the device using the AR Genie Scanner App 2. The app creates a `.arobject` file 3. The AR instructions are linked to this scan 4. Later, when a worker points the iPad at the real device,\ **AR Genie automatically detects it and shows the steps on top of it** *** ### **Who This App is For** * **Factory technicians** * **Quality inspectors** * **Maintenance teams** * **Manufacturing engineers** * **Training teams** * **AR content creators** You do **not** need any technical knowledge—\ just follow the on-screen instructions while scanning. *** ### **Powered by Apple ARKit** Behind the scenes, the AR Genie Scanner App relies on **ARKit’s 3D Object Scanning** technology from Apple. ARKit handles: * Feature tracking * Point cloud generation * Bounding box calibration * Object recognition * File generation (`.arobject`) AR Genie provides the workflow, UI, and integration into your AR training and work-instruction system. *** ### **Next Steps** Continue to the next page to learn: 👉 How to perform a complete 3D scan\ 👉 How to adjust the bounding box\ 👉 How to test the scan\ 👉 How to upload or save `.arobject` files Let’s begin your AR scanning journey! # 3D Scanner App – 3D Object Scanning Guide ## Introduction – What Is the AR Scanner App and Why Do We Use It? The AR Genie Scanner app is a tool that helps you create a **3D scan of a real physical device** using just your iPad’s camera.\ This scan is saved as a **“.arobject” file**, which is a special 3D model format created by Apple for AR (Augmented Reality) apps. #### What is a 3D Object? A **3D object** is a digital version of something from the real world.\ It is not a photo—it’s a **shape**, **size**, and **surface feature** representation of the actual device.\ Think of it like creating a digital twin of the object. #### What is 3D Scanning? 3D scanning means capturing the **full shape** of a real device by moving the iPad around it.\ The app detects edges, surfaces, and details and creates a **scan file (.arobject)** that represents the object digitally. #### Why Do We Need This Scan? Once the 3D scan is created: * The AR app can **recognize the real object** when you point the camera at it. * It can check that the physical device **matches** the 3D scan. * It allows the app to **place AR anchors** (digital markers, instructions, or steps) **exactly on the real device**. * This ensures all AR content aligns perfectly with the actual equipment. In simple words:\ **The scan helps the AR system understand what your real device looks like so it can place digital instructions on it accurately.** #### How Does It Work? Everything behind the scenes is powered by **Apple’s ARKit technology**.\ ARKit automatically: * Tracks the features of the object * Builds the 3D point cloud * Creates the `.arobject` file * Allows the device to detect the object later with high accuracy We only provide the simple interface to make scanning easier—\ **the actual scanning, detection, and matching is completely handled by Apple’s ARKit system.** *** ## AR Genie Scanner App – Object Scanning Guide (iPad) {% stepper %} {% step %} ### Log In * Open the AR Genie Scanner App. * Enter your username and password (same login used across all AR Genie apps). * Tap Sign In. Screenshot:

{% endstep %} {% step %} ### Fetch Asset Models * On the home screen, tap Fetch Asset Models. * The app will load all asset models assigned to your account. Screenshot:

{% endstep %} {% step %} ### Select an Asset * From the list, tap Select next to the asset you want to scan an object for. * This asset will be linked to your new .arobject file. Screenshot:

{% endstep %} {% step %} ### Choose Scan Method After selecting an asset, choose one of the two options: * Option A: Start Object Scan — Use this to scan a new object using the iPad camera. * Option B: Pick from Local — Use this to upload an existing `.arobject` file stored on your device. Screenshot:

If you choose Pick from Local, select the file → you will be taken directly to the Share Screen.\ If you choose Start Object Scan, continue to the next steps. {% endstep %} {% step %} ### Scanning the Object Apple recommends scanning objects with clear edges, stable lighting, and without shadows. Follow these simplified steps: * Point the camera at the object. * A yellow dot cloud will appear (ARKit feature tracking). * Adjust the bounding box using gestures to tightly fit around the object. * Tap Scan to begin scanning. Screenshot:

During Scanning: * Slowly walk around the object. * Capture all sides: front, back, left, right, and top. * Avoid moving the object during scanning. Screenshot:

* Tap Finish when scanning reaches all required angles. {% endstep %} {% step %} ### Adjust Origin (Optional but Recommended) * After finishing the scan, the app shows the coordinate origin (red, green, blue axis). * Adjust it so the model aligns correctly with the real-world orientation. Screenshot:

Tap Test to continue. {% endstep %} {% step %} ### Test the Scanned Object * Move the iPad away and point toward the object again. * If the app shows the yellow bounding box around the real object: Detection is successful. * If not, you may need to retake the scan. {% endstep %} {% step %} ### Upload or Save the Scan After testing, proceed to the Share Screen: * Enter a file name and description (optional). * Tap Confirm Upload to send it to the AR Genie backend. * Or tap Save to Local to store the file on your iPad. Screenshot:

Once the upload completes, you will see Upload Complete. {% endstep %} {% endstepper %} {% hint style="info" %} Best Practices for High-Quality Scans: * Keep lighting uniform; avoid strong shadows. * Ensure the object does not move. * Scan slowly and cover all angles. * Keep a stable distance from the object. * Use objects with clear textures/edges for better feature tracking. {% endhint %}