Agent-Initiated Co-Browsing

Updated 

Agent Sends Co-browsing Session Request

Agents initiate a co-browsing request from Care Console via the 3-dots menu to ask the customer if they want to share their screen by sending an asset that captures the customer’s response.

Agents seek approval from user if they want to share their screen by sending an asset which captures user response​.

Customer Accepts the Request

Once the customer clicks the “Accept” CTA, the co- browsing session begins. Customer can stop screen sharing anytime by clicking “Stop Cobrowsing”.

Agents have the option to minimize the co-browsing window, allowing them to view chats or the customer's details if needed.