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Connect Pega Customer Service to the Pega Co-Browse server

Updated on March 25, 2020

To enable the use of Pega Co-Browse from Pega Customer Service, you must connect Pega Customer Service to the Pega Co-Browse server, and configure the API token and API key associated with your Pega Co-Browse account.

  1. Log in to the Pega Co-Browse dashboard.
  2. Click My AccountAPI.
  3. Copy the API key, Co-Browse token, and Server URL.
  4. Log in to App Studio.
  5. In the navigation pane of App Studio, click SettingsGeneral.
  6. From the list of general settings, click Co-Browse.
  7. To allow a CSR and customer to simultaneously view the same webpage during a chat or phone interaction, select the Enable Co-Browse check box.
  8. To connect to the Pega Co-Browse server, enter the Co-Browser server URL.
  9. Enter the Pega Co-Browse token in the Co-Browse API token field.
  10. Enter the Pega Co-Browse API key in the Co-Browse API Key field
  11. Click Save.

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