Handling Co-browser Sessions

Co-browser sessions enable you to browse through your company's website with a customer. Co-browser sessions are available for voice and chat interactions only.

To start a co-browser session:

  1. Invite the customer to click the co-browser session link on your company's website.

  2. On the voice or chat interaction form, click the button. The Co-Browser tab appears:

  1. In the Customer Session ID box, enter the session ID, and then click Connect. The co-browse table appears. The co-browse table displays the history of the co-browse session.

Note: If you are speaking with the customer over the phone before starting a co-browse session, the customer must provide you with the session ID. If you are using a chat session, the session ID is automatically provided. Refer to the Multimedia documentation for more details about co-browser sessions.

  1. The co-browse co-navigation window appears. You can now browse through your company's website, and everything that you access will be displayed on both your monitor and the contact's.

  1. To end the co-browser session, click Close Session.

During the co-browser session, an active history of you navigation is recorded on the Co Browser tab.

After the session is closed, the history is saved and stored in the Contact History.