Configuring Co-Browse settings
The Co-Browse settings determine whether the feature is enabled, how to connect to the Pega Co-Browse server, and whether users can view recorded sessions from the Interaction Portal.
Pega Customer Service
Implementation Guide
- In the navigation pane of App Studio, click .
- In the list of general settings, click Co-Browse.
- 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.
- To connect to the Pega Co-Browse server, enter the
Co-Browser server URL.Obtain this value from your Pega Co-Browse dashboard, as described in the Pega Co-Browse documentation.
- Enter the Pega Co-Browse token in the Co-Browse API token
field.Obtain this value from your Pega Co-Browse dashboard, as described in the Pega Co-Browse documentation.
- Enter the Pega Co-Browse API key in the
Co-Browse API Key fieldObtain this value from your Pega Co-Browse dashboard, as described in the Pega Co-Browse documentation.
- To allow managers and CSRs to view recorded co-browsing sessions from the
Recent Interactions section of the Interaction Portal, select the
Enable Co-Browse recording playback check box.
When this feature is enabled, a Play recording icon appears next to the interaction.
- Click Save.
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