Joining Sessions

Glance offers a few different ways to join sessions:

• 1-click connect: Agent-initiated flow where the Join button will light up orange, and the agent can send a request to the visitor to share their browser, no key exchange required.
• Key-based sessions: Visitor clicks a button or link on the website to generate a key, which is relayed to the agent.
• Mobile camera share sessions: Enter the customer's phone number to send a text to share their video stream.

Joining from 1-Click Connect

1. As an agent, accept the inbound interaction.
2. The Join button will light up orange if the customer is present and available to receive a Cobrowse request.
3. Click Join to send the request to the visitor.
4. The visitor accepts the request.
5. The visitor and agent are connected.

Joining from Key-Entry

1. As an agent, accept the inbound interaction.
2. Ask the visitor to click a link or a button on the website to generate a key
3. Enter the key and click Join.
4. The visitor and agent are connected.

Joining Mobile Camera Share Sessions

1. As an agent, accept the inbound interaction.
2. Send a request to the visitor to share their mobile video through a text message.
3. The visitor clicks the link in the text on their mobile device.
4. The visitor and agent are connected.