Cobrowse Quick Start
Get Glance Cobrowse up and running for your team in no time. This section walks you through the steps to set up Cobrowse into your company website. It covers the basics of using product features, settings, and controls.
More detailed information on how to customize Cobrowse can be found under Customizing.
At a high level, the workflow for setting up Cobrowse is:
- Find your Cobrowse script tag.
- Customize the script tag.
- Add the cobrowse script tag.
- Create and add a cobrowse button to your web page.
Once you set up Cobrowse, you will be ready to have your agents guide customers through any web transaction inside a shared browser window.
For information on how to integrate Cobrowse with your CRM, visit Glance Integrations.
See the Security section for specific information on security settings.
See the Glossary for more information about our terminology.
NOTE: A new version of the Agent Viewer interface is available. You can read more about the interface changes in our Agent Viewer guide here. To enable this interface, Contact Glance.
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Cobrowse Quick Start
Set up Cobrowse into your company website and the basics on using product features, settings, and controls.
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How Does Glance Cobrowse Work?
Understand the technology behind Cobrowse.
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Setting up a Cobrowse Session
How to configure a standard Cobrowse session.
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Add Cobrowse to Your Website
A customized script tag for your account that you can copy and paste into your company website.
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Create and Add a Cobrowse Button
Place a clickable cobrowse element, such as a link, button, or other object, at the footer of every web page.
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Managing Glance Cobrowse Settings
Manage your settings to integrate Glance Cobrowse.
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Presence / 1-Click Requirements
Presence allows agents to cobrowse with visitors instantly.
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Setting up Multiple Groups
Configure multiple groups, start a session in a particular group, and learn about group security.
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Join a Glance Session
Different methods for joining a cobrowse session.
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Single Sign-on (SSO)
Glance Cobrowse supports single sign-on functionality for existing tools.
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Masking Elements
Hide elements like credit cards or passwords from agents.
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Gesturing
Agents have the ability to gesture over elements on the visitor's browser, to guide and indicate to the visitor.
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Document Sharing
Implementation steps for enabling the ability for agents and visitors to share documents during Cobrowse.
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Remote Assist
Agents have the ability to request remote assist of the visitor's browser to assist them during the session.
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Excel Cobrowsing
The following section outlines requirements and implementation steps for enabling cobrowsing of Microsoft Excel files on your web property.
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PDF Cobrowsing
Implementation steps for enabling cobrowsing of PDF files on your web property.
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Attributes in the Script Tag
Descriptions of required and optional script tag attributes.
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Glance Agent Video
An agent who has connected to a cobrowse session in Google Chrome may now start Agent Video.
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Content Security Policy (CSP) Headers
Modify CSP Headers to allow visitors to run Glance sessions.
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Cobrowse Asset Management
Cobrowse Asset Management captures, stores, and displays website assets like stylesheets, fonts or images automatically.
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Self-Hosted Scripts
Learn how to host a cobrowse script on your own server.
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Accessibility
The Glance Cobrowse user interface supports standards for screen readers and has built-in aria-labels.
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Escalate to Web Screen Share from Cobrowse
Glance provides the ability for agents to escalate from a Cobrowse session to showing their screen, without downloading any software.
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Glossary
A list of common terms.