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LinkLive Banking Desktop Screen Sharing

The LinkLive Banking feature now offers desktop screen sharing. This tool will allow customer service agents to provide quick, efficient assistance to users.

  1. During a chat session, the user will click the Monitor icon in the chat tool bar to start a screen share, then click Share Desktop in the pop-up screen to continue.

  2. On the Choose What to Share screen, the user will need to select the screen, window, or browser tab with the relevant information, then click Share.

  3. The screen will now be displayed to the customer service agent. The user will see their screen being shared in the chat window.

  4. To leave the screen share and return to the chat, the user can click the Monitor icon in the chat tool bar.

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See Also

Live Chat: Customer Interface

LinkLive Banking Setup Process

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