Co-Browse in CXone Agent Integrated

Co-browsing allows you to share browser sessions with contacts. This helps you share information with them faster. Your administrator must enable this for you.

A browser tab with co-browsing controls at the top that display who's in the co-browsing session.

  1. Click Options icon of three dots stacked vertically. at the top right of the open interaction or the voice control panel.

  2. Select Co-Browse.

  3. In the new tab that opens, enter a URL or PIN number for the co-browsing session. Click Start Session.

  4. In the Invite Participants window, share the co-browsing session with the contact by:

    • Clicking Copy link. Paste the link into a message to the contact. When the contact clicks the link, they join the co-browsing session.

    • Entering the contact's Email address. The contact receives an email from no-reply@surfly.com. When the contact clicks Join Session in the email, they join the co-browsing session.

  5. To end co-browse, click End Session Icon of a power button: a circle with a line at the top. in the top right. Click End for all to end the session for all participants. Click Leave session to allow it to continue for the other participants.