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Co-Browsing via Chat

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In this release, we have enhanced Co-browsing by allowing you to initiate it via chat. Agents and customers can request and/or allow co-browsing sessions via chat. For information on how to enable Co-browsing, refer to the main help on Co-browsing.

Step 1: Enable Co-Browsing in 8x8 Configuration Manager

To enable co-browsing for a chat session, administrator must enable this feature in 8x8 Configuration Manager.

To enable co-browsing during a chat:

  1. Log in to 8x8 Configuration Manager.

  2. Navigate to Chat Design.

  3. Open Window tab.

  4. Open an existing Chat window.

  5. Select Offer the co-browsing request into the Chat window.

    Notice that the Start co-browsing session  appears in the Chat window.

  6. Click Save.

    When this feature is enabled, both customers and agents can invite the other party to co-browsing during a chat session.

Step 2: Start/stop co-browsing in (Undefined variable: 8x8VariablesSet.AgtConsole)

Once the administrator enables co-browsing for chat, agents can invite customers for co-browsing during a chat session in (Undefined variable: 8x8VariablesSet.AgtConsole).

  1. Log in to (Undefined variable: 8x8VariablesSet.AgtConsole).

  2. Accept the incoming chat interaction.

  3. Open the chat interaction menu and select Invite for co-browsing.

    The customer is prompted to accept the invitation for co-browsing and clicks Yes, Start Sharing.

    The agent is notified when the customer accepts the invite.

  4. Click Join to continue.

    Click Stop co-browsing when the session ends.

The customer can start or stop a co-browsing session by clicking in the Chat window.