Customer Co-browse Requests
Customers can request a remote session by selecting to co-browse during a chat with an agent. Or if they are chatting with an agent over the phone they can generate a code through a button on the company’s website.
Agent Co-browse Requests
An agent can initiate a co-browse session through the chat interaction menu in Agent Console. Simply select “Invite for co-browsing.”
Agents who receive a code from a customer over the phone can open the co-browse window from their control panel menu