Setting up a Cobrowse Session

NOTE: Before you set up Cobrowse, make sure your environment is compatible. For more information see System Architecture.

To set up a standard Cobrowse session:

  1. Add the Cobrowse JavaScript tag to all pages that will be used during a Cobrowse session (we recommend tagging every page).
  2. Add a link or button to the footer (or other desired location) that fires a sessionStart JavaScript event to launch a session.
  3. Go to www.glance.net/cbjoin, and log in with your Glance address and password.
  4. On the tagged page, click the link or button to launch a session and you will see a four-digit code in the corner.
  5. Enter the four-digit code on the agent join page and click Join Session.

NOTE: Depending on how your website is built, you may still need to fine tune your website so that images, icons, and fonts render correctly in the agent view. If you need assistance contact Glance support at support@glance.net.

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