---
title: "Establish an 8x8 Co-browsing session"
slug: "establish-an-8x8-co-browsing-session"
updated: 2026-07-23T10:06:53Z
published: 2026-07-23T10:06:53Z
canonical: "help.8x8.com/establish-an-8x8-co-browsing-session"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Establish an 8x8 Co-browsing session

Customers in need of assistance can receive real-time, remote assistance through an 8x8 **Co-browsing** session. The session can be initiated via a button or an embedded chat window on a website.

**Start Co-browsing sessions from a website**

On a website, **Co-browsing** is initiated by customers seeking assistance. In this process, agents play a secondary role in establishing a remote session from **8x8 Agent Workspace**. Let's walk through this process on a travel website from the customer's perspective.

**To start a session from a web page:**

**Step 1: The customer shares the Co-browsing session ID with the agent.**

1. The customer contacts a support agent by starting a call or chat while browsing the website.
2. The customer clicks the **Co-browsing** button (often labeled Help) on the website.
3. A pop-up window appears, prompting the customer to begin screen sharing with the agent.
4. In the pop-up, the customer clicks **Start sharing** to generate a unique session ID.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/co-browsing-web-start-sharing.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
5. The customer shares the session ID with the agent via chat or phone call.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/co-browsing-web-start-session-id.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)

**Step 2: The agent connects to the Co-browsing session using the ID received.**

1. During the call or chat with the customer, go to **Show menu** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-show-menu_19x18(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D) **> Co-browsing**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/aw-access-co-browsing.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
2. When prompted, enter the session ID provided by the customer.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/co-browsing-add-id.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
3. Once connected, the session becomes active. You'll see the customer’s shared page, and your mouse will be visible to guide them through the site.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/active-co-browsing-session.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
4. As an agent you can:
  - Click **Auto fill** from the top of the **Co-browsing** window to automatically scale the page to fit the customer's browser view settings.
  - Use the **Edit Icon**![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-highlight_20x18(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D) in the header bar to highlight content on the page.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/agent-co-browsing-options.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)

> [!NOTE]
> Note:
> 
> If content masking has been enabled in **Co-browsing** by the administrator, you can co-fill any required form on the website while keeping sensitive information secure.
> 
> ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Cb03(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)

**Step 3: End the Co-browsing session.**

An active **Co-browsing** session can be ended by either party.

**To end a co-browsing session:**

- **As an agent**: Click the **Close Session** button in the top-right corner of the header bar.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/agent-co-browsing-options(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
- **As a customer**: Click the minimized **Co-browsing** window at the bottom of the page, then:

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/active-co-browsing-session-2.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
  - Click **Stop sharing**to pause screen sharing without ending the session.
  - Click **End session** to disconnect from the **Co-browsing** session with the agent.

**Start Co-browsing sessions via chat**

if enabled, an agent can initiate a **Co-browsing** session via chat with a customer whenever necessary.

> [!NOTE]
> Note:
> 
> The administrator must enable **Co-browsing** via chat to be able to invite customers for **Co-browsing** from a chat session in **8x8 Agent Workspace**.

**To start a session from chat as an agent:**

1. While logged in to **8x8 Agent Workspace**, accept the incoming chat interaction from a customer.
2. From the bottom of the chat panel, click the **Co-browsing** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-co-browsing_19x18(3).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D) icon.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/aw-co-browsing-2.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
3. When prompted, click **Start** to confirm your invite for co-browsing.
4. The customer sees a prompt to accept the invitation, and selects **Share my browser window**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/co-browsing-confirmation-start-sharing.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
5. Once the customer accepts, you are notified in the chat window that the session has started. Click **Join** to connect to the session.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/aw-join-co-browsing-initiated-by-agent.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)
6. The **Co-browsing** session displays in a new window until it either party ends the session.
7. To end the **Co-browsing** session with the customer, click **Close Session** from the header of the **Co-browsing** window.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/agent-co-browsing-options(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)