Cobrowse User Guide

Cobrowse Quick Start

Set up Cobrowse into your company website and the basics on using product features, settings, and controls.

How Does Glance Cobrowse Work?

Understand the technology behind Cobrowse.

Setting up a Cobrowse Session

How to configure a standard Cobrowse session.

Add Cobrowse to Your Website

A customized script tag for your account that you can copy and paste into your company website.

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.

Managing Glance Cobrowse Settings

Manage your settings to integrate Glance Cobrowse.

Presence / 1-Click Requirements

Presence allows agents to cobrowse with visitors instantly.

Setting up Multiple Groups

Configure multiple groups, start a session in a particular group, and learn about group security.

Join a Glance Session

Different methods for joining a cobrowse session.

Single Sign-on (SSO)

Glance Cobrowse supports single sign-on functionality for existing tools.

Masking Elements

Hide input fields like credit cards or passwords from agents.

PDF Cobrowsing

Implementation steps for enabling cobrowsing of PDF files on your web property.

Cobrowse Asset Management

Cobrowse Asset Management captures, stores, and displays website assets like stylesheets, fonts or images automatically.

Content Security Policy (CSP) Headers

Modify CSP Headers to allow visitors to run Glance sessions.

Attributes in the Script Tag

Descriptions of required and optional script tag attributes.

Glance Agent Video

An agent who has connected to a cobrowse session in Google Chrome may now start Agent Video.

Self-Hosted Scripts

Learn how to host a cobrowse script on your own server.

Accessibility

The Glance Cobrowse visitor user interface supports standards for screen readers and has built-in aria-labels.

Screen Share and Agent Video

Glance Agent Video offers one-way webcam video of an agent during a session.

Glossary

A list of common terms used throughout Glance support.