Join a Glance Session

If you use Cobrowse as a stand-alone service without CRM integration, agents should go to: https://www.glance.net/cbjoin to join a Cobrowse session.

If not already logged in, the agent will be prompted to:

  1. Log in using their Glance Address and Password.

  2. Enter the Session Code supplied by the website visitor.

The join page.

Join a Session Through CRM Integration

If you are using a CRM integration such as Glance for Salesforce, you can join a session by setting up a field from a standard object (Lead, Case, Person, Opportunity, etc.) as the Visitor ID.

Once setup, the agent can click the Cobrowse button from Salesforce and when the button lights up – indicating that the specific user is on the company web property – they can be instantly connected to a Cobrowse session together.

This effectively eliminates the need of verbally transferring a key from visitor to agent. You may configure this to pass along a verbal confirmation, terms and conditions, or launch the session immediately. For more information visit Glance Integrations Support.

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