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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:
  1. Log in to the Interaction Portal.
  2. Click NewPhone call.
  3. Click Add Task.
  4. Under General, select Co-Browsing SessionAdd Task.
  5. In a second browser session, open a webpage that is tagged with the Pega Co-Browse snippet.
  6. 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.)
  7. Copy the session code that appears.
  8. 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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