Test your Pega Co-Browse configuration

Updated on March 25, 2020

To verify that you have successfully configured Pega Customer Service and your website to support co-browsing, test the configuration.

Before you begin:

Ensure that you have installed the sample data, as described in the installation guide on the Pega Customer Service product page. The test procedure below relies on the sample data.
Ensure that you have completed the following configuration steps:

Log in to the Interaction Portal.
Click NewPhone call.
Click Add Task.
Under General, select Co-Browsing SessionAdd Task.
In a second browser session, open a webpage that is tagged with the Pega Co-Browse snippet.
Click the Support button to start the co-browsing session. (If your webpage is configured to use a different method to start the session, complete that action instead.)
Copy the session code that appears.
In the Interaction Portal, open the Pega Co-Browse session service request, and paste the session code in the Session Code field, and then click Launch.

Result: The test is successful if you can see the webpage in a separate tab or window from the Interaction Portal.

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