Cobrowse Quick Start
Get Glance Cobrowse up and running for your team in no time. This section will walk you through the steps on how to set up Cobrowse into your company website and the basics on 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.