Glance Video Reference

Agent Controls

Icon/UI Element Name Details
Join Button Allows the agent to join a video session from Salesforce when a visitor is logged in.
Join with Key Allows the agent to join a video session from a key provided by the visitor.
Agent Join Page Allows the agent to join a video session from a key provided by the visitor.
The cobrowse toolbar. Resize Video Allows the visitor to resize the video to large video.
The cobrowse toolbar. Turn Video on/off Allows the participant to turn their video on and off.
Eject guest Allows the agent to eject the guest, if needed.
Pause guest video Allows the agent to pause the guest’s video.
The cobrowse toolbar. Hide Allows the agent to hide the video preview if they need to see more of the page.
The cobrowse toolbar. Hang-up Button If visitors or agents click this button, the session ends.

If guests click this button, they leave the session, but the visitor and agent can continue.

Glance Icon The G icon is only informational.
Settings Provides the ability to choose a webcam or turn on accessibility.
  • Webcam: Choose which camera you want to use for the session. You can only change cameras before a session, not during a session.
  • Accessibility: If enabled, turn this switch on (blue) to enable accessibility. This feature allows agents to guide customers by clicking on a page element, which automatically activates the visitor's screen reader to read the clicked element out loud.
Back/Forward If remote control is enabled, these buttons allow you to go back or forward.
Refresh If remote control is enabled, this button allows you to refresh the page.
Add Guest Allows the agent to invite guests to the session.
Add Guest (dropdown) Once the agent clicks Add Guest, they can click the copy button to copy the URL to the guest join page to share with guests.

Once the agent has a code from a guest, they enter the code into the field and click Admit.

Remote Control If the agent has remote control privileges, it provides the ability for the agent to request control of the visitor’s interface. When remote control is on, a green dot in the middle of the mouse icon is displayed. To stop remote control, click the mouse button again.
Video If the agent has video privileges, it provides the ability for the agent to show video. Click the video button to start agent video. When video is on, a green dot in the middle of the camera icon is displayed. To stop agent video, click the video button again.
Customer Info Provides relevant session details and diagnostics, including:
  • Session Code
  • Visitor OS, Browser Type, and Browser Version
  • Report a Problem (if enabled)
END The END button ends the session and closes the browser window.

Visitor Controls

Icon/UI Element Name Details
Visitor Preview (1-Click Connect)

With Terms and Conditions

If a visitor is logged in, and an agent has 1-click connect enabled in a CRM, when the agent clicks the orange Join button, the visitor is presented with a set of terms and conditions.
The cobrowse toolbar. 1 of 2: Visitor Preview (Code use case) If the camera isn’t enabled this is the first screen.
The cobrowse toolbar. 2 of 2: Visitor Preview (Code use case) Video preview with session code once the camera is enabled.
The cobrowse toolbar. Blocked Camera Alert Visitor has clicked the block camera on the browser bar icon.
The cobrowse toolbar. Camera Off Alert Visitor turned off the camera in the modal
The cobrowse toolbar. Waiting Message Displays when the visitor has accepted terms but is waiting for the agent to click Join.
Remote Control Request Allows the user to accept the remote control request.
Camera Settings Allows the user to choose a camera.
Video Settings Allows the user to turn their camera on or off.

Guest Controls

Icon Name Details
Name Field Allows the guest to enter their name. Once they Click Join, a code appears.
Camera Settings Allows the guest to choose a camera.
Video Settings Allows the guest to turn their camera on or off.
Code Field Once the user has entered their name, a code box appears, which they will provide to the agent to admit them.
Video Slider In small video mode, if you cannot see all participants in the session, this icon allows you to filter through different participants in the session.

By continuing to use the site, you agree to the use of cookies. Learn More