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Configure how your customers start co-browsing

Updated on March 25, 2020

Configure how your customers start a co-browsing session from your website: by clicking a support button, using a keyboard shortcut, or using a custom method.

  1. Log in to the Pega Co-Browse dashboard.
  2. Click the Customize tab.
  3. In the Display options section, select one of the following activation modes to determine how customers request co-browsing from a webpage:
    • Button – The customer requests co-browsing by clicking a Support button on the left side of the webpage. This is the default mode.

    • Stealth – The customer requests co-browsing by pressing Ctrl+Enter.

    • API - The customer requests co-browsing by using a custom method that you configure by using JavaScript and the Pega Co-Browse API. For example, the customer starts a session from a custom button.

      For information about the API, see the Pega Co-Browse documentation on the Pega Co-Browse product page.

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