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:
Log in using their Glance Address and Password.
Enter the Session Code supplied by the website visitor.
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.