How to Use 'Quick Assist' for Remote Assistance

How to Use “Quick Assist” for Remote Assistance

Quick Assist is a desktop application tool used in troubleshooting customer issues without the need for a physical presence.  This tool provides administrator privileges for any system level tasks so that the technician does not require customer intervention to allow full control of their device.  Both the customer and technician will need to be connected to the Internet, have a Microsoft account, an updated Windows 10 or 11, and Microsoft Edge as a minimum requirement.  The tool is included on most Windows 11 and Windows 10 systems but can be downloaded from the Microsoft Store.

1.  At the Search bar, type 'Quick Assist'.

Shows 'Quick Assist' in the search result to select for easy access.

 

2.  The technician will log-in to the application (if required), then start the session by providing the security code to the customer.  The customer will then receive a prompt to 'Allow screen sharing?', clicking 'Allow' starts the session.

Technician login screen to enter security code to remotely access by sharing screen.Technician screen showing the 'security code' that end user needs to enter to grant access.
Message requesting end user approval to Allow screen sharing? by clicking AllowOnce granted access, Connecting message appears while waiting

3.  The technician will click on the 'Request control' button at the task bar.  The customer receives a message to 'Allow' or 'Deny' the request.  Clicking 'Allow' provides administrator control over the device, and the technician performs any troubleshooting to resolve reported issues.

Notification that Screen sharing is on and Technician is Requesting ControlNotification to click Allow to approve access for Technician's request for control.

 

4.  Optionally, the technician can use the 'Annotation' tool at the task bar to highlight any screen items, and use the 'Chat' button to convey messages for a customer to either confirm or to take an action.

Technician using annotation and chat feature to communicate with end user.

 

5.  Clicking on the 'Leave' button ends the session.

Message conveying the Screen sharing was initiated to end.    message that screen sharing has ended

 

For additional information regarding Quick Assist and other Microsoft remote assistance tools, please visit the Microsoft website.  The site also provides information for troubleshooting Quick Assist installation.