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:

  1. Log in using their Glance address and password.

  2. Enter the Session Code provided by the website visitor.

    Join Join

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.