> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Remote Expert Works

> What the remote expert sees and does in Microsoft Teams — the two ways a session starts, live annotation into the worker's space, and file sharing.

This page is for the **remote expert** — the person who helps from Microsoft Teams on desktop and never wears the device. Read it to understand how a Remote Expert session works end to end, then follow the guides below to get set up, join your first session, and guide the worker.

**Remote Expert** turns the worker's headset into a live window between the field and you. The worker calls out from their device; you see exactly what they see inside a standard Teams meeting, draw annotations that appear anchored in their physical space, and share files they can view on the headset. You don't install anything new — you join from the Teams client you already use.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/EArVUaWKh2hZAQMu/frontline/images/remote-expert/how-it-works/remote-expert-panel-live-meeting.png?fit=max&auto=format&n=EArVUaWKh2hZAQMu&q=85&s=9249e673bafd86a4fc456f20561d117a" alt="Altoura Remote Expert panel in a live Teams meeting with annotation active and the SHARE FILES drop area" noZoom style={{width: "100%", height: "auto"}} width="3189" height="1896" data-path="frontline/images/remote-expert/how-it-works/remote-expert-panel-live-meeting.png" />
</Frame>

***

## What happens in a session

Three things happen when a Remote Expert session is active:

1. **You see what the worker sees.** The device's camera feed streams into the Teams meeting.
2. **You draw annotations** — arrows and freehand drawing — that appear anchored in the worker's physical space, in real time. If the worker looks away and back, your annotations stay where you drew them on the real equipment.
3. **You share content** — PDFs and `.glb` 3D models — that the worker can view and interact with on the headset.

All of this happens inside a standard Teams meeting, so audio, video, screen share, and chat work exactly the way your organization already expects.

***

## Two ways a session starts: Contacts vs. Meetings

The worker's device supports two complementary flows for reaching you. Which one they use changes how you get into the call.

<CardGroup cols={2}>
  <Card title="Contacts — ad-hoc invitation" icon="user-plus">
    The worker searches for you by name on their device and sends an invitation. You receive an **Adaptive Card** titled *Frontline Remote Expert Request* in your Teams chat, with a **Join Meeting** button.
  </Card>

  <Card title="Meetings — scheduled Teams meeting" icon="calendar-check">
    A standard Teams meeting is scheduled in advance with both you and the worker invited. The worker joins from their device's calendar; you join from your Teams calendar. **No notification is sent.**
  </Card>
</CardGroup>

### When each flow is used

| Situation                                                       | Flow                                                   |
| --------------------------------------------------------------- | ------------------------------------------------------ |
| "The worker is stuck right now and needs any available expert." | **Contacts** — you get an Adaptive Card in Teams chat. |
| "There's a weekly triage meeting at 10:00 with Engineering."    | **Meetings** — you both join the same calendar invite. |
| "The worker needs one specific person on a specific machine."   | **Contacts** — the worker picks you by name.           |
| "You pre-scheduled a troubleshooting window."                   | **Meetings** — join from your Teams calendar.          |

Once the call is active, the in-meeting experience is identical in both flows: you add the **Altoura Remote Expert** app to the meeting, and the panel opens.

***

## What you can do inside the meeting

Once the Altoura Remote Expert app is added to the meeting, a panel opens in the Teams meeting toolbar with two independent capabilities:

* **Start Annotating** — captures the worker's live camera feed into the main meeting canvas, with an annotation toolbar: **Arrow** (directional arrows you can rotate to aim before releasing), **Pen** (freehand drawing), **Color**, **Undo**, and **Delete** (clear all).
* **Share Files** — drag-and-drop `.pdf` documents or `.glb` 3D models to push to the headset. PDFs are delivered for the worker to view; `.glb` models are rendered in the worker's space for inspection.

<Note>
  Annotation and sharing are **independent** — you can share a file without ever entering annotation mode, and annotate without ever sharing a file.
</Note>

***

## A typical session, end to end

<Steps>
  <Step title="Worker hits a blocker">
    Running a procedure on the device, the worker encounters a part that doesn't match the expected state and switches to Remote Expert.
  </Step>

  <Step title="You get notified in Teams">
    An Adaptive Card titled *Frontline Remote Expert Request* appears in your Teams chat with a **Join Meeting** button. (In the Meetings flow, you simply join the scheduled meeting from your calendar instead.)
  </Step>

  <Step title="You join and add the app">
    You click **Join now**, then open **Apps** in the Teams meeting toolbar, search for *Altoura Remote Expert*, and **Add** it.
  </Step>

  <Step title="You annotate">
    You click **Start Annotating**, the worker's video feed fills the Teams canvas, and you draw arrows pointing at the correct component — anchored in the worker's physical space.
  </Step>

  <Step title="You share a PDF">
    You drag the service manual PDF into the **Share Files** area. The worker can now view it on the headset.
  </Step>

  <Step title="Worker resolves the issue and exits">
    With the situation resolved, the worker ends the session from their device and returns to their procedure.
  </Step>
</Steps>

***

## What you need

* **Microsoft Teams on desktop** — the same client you already run all day. No new app to install.
* **The Altoura Remote Expert Teams app deployed in your tenant** — a one-time setup by your Teams administrator. If it isn't deployed yet, point your admin at the [IT Admin Guide](/frontline/administration/remote-expert-it-admin/overview-and-prerequisites).

<Tip>
  Before your first live call, verify the app is available in your Teams client so you don't discover a deployment gap mid-call. The [Get Set Up](/frontline/remote-expert/verify-teams-app) guide walks you through it in four steps.
</Tip>

***

## Your guides

Work through these in order — they form the full expert-side path from setup to a live session.

<CardGroup cols={3}>
  <Card title="Get Set Up" icon="circle-check" href="/frontline/remote-expert/verify-teams-app">
    Confirm the Altoura Remote Expert app is deployed in your tenant and add it to your Teams client before the first call.
  </Card>

  <Card title="Join a Session" icon="right-to-bracket" href="/frontline/remote-expert/join-session">
    Receive the Adaptive Card notification in Teams and join the live call (Contacts flow).
  </Card>

  <Card title="Guide the Worker" icon="pen" href="/frontline/remote-expert/add-teams-app">
    Add the app to the live meeting, then [annotate and share files](/frontline/remote-expert/annotate-hmd-view) into the worker's space.
  </Card>
</CardGroup>

<Note>
  Curious what the session looks like from the other side? See [what the worker does](/frontline/remote-expert/overview) — the worker-side walkthroughs (accessing Remote Expert, inviting an expert, joining a meeting, hand menu, voice commands) live in each device's tab.
</Note>

Next: [Get Set Up — verify the Teams app](/frontline/remote-expert/verify-teams-app)
