Join a Glance Session
If you are using Cobrowse as a stand-alone service without CRM integration, agents can join a session by visiting:
https://www.glance.net/agentjoin
If the agent is not already logged in, they will be prompted to:
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Log in using their Glance address and password.
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Enter the Session Code provided by the website visitor.
To avoid repeated logins throughout the day, agents can keep the following link open in their browser: https://www.glance.net/account/accountkeepalive.aspx. As long as this page remains open, the agent’s session will stay active, and they will not need to re-authenticate when accessing the Agent Join page.
Join a Session Through CRM Integration
If you are using a CRM integration such as Glance for Salesforce, you can join a Cobrowse session by setting up a field from a standard object (Lead, Case, Person, Opportunity, etc.) as the Visitor ID.
Once setup, the agent can click the Cobrowse button from Salesforce and when the button lights up orange - indicating that the visitor is currently active on the company’s web property - they can be instantly connected to a Cobrowse session together.
This eliminates the need for the visitor to verbally share a session key. You can optionally configure this workflow to include a verbal confirmation, accept terms and conditions, or launch the session automatically. For more information visit Glance Integrations Support.