Glance UI Reference

Agent Controls

The agent controls support a range of capabilities, from basic session participation to advanced collaboration features like remote assist and document sharing.

Join Button

Allows the agent to join a session with Presence when a visitor is logged in.

Join with Key

Allows the agent to join a session with a key provided by the visitor.

Camera Share

Input the visitor’s mobile phone number and click the Send button to start a Mobile Camera Share session.

Resize Video

Allows the agent to resize the video to large video.

Turn Video On/Off

Allows the agent to turn their video on and off.

Eject Guest

Allows the agent to eject the guest, if needed.

Pause Visitor Video

Allows the agent to pause the visitor’s video.

Cobrowse Widget

The Cobrowse widget contains the End button and options to resize video or turn video on/off. The widget can be dragged and dropped on the screen during a session and will snap to a corner based on the quadrant it is moved into.

Glance Icon

The G icon is only informational.

Settings

Provides the ability to choose a webcam, turn on video background effects, or turn on accessibility.

Settings - WebCam

Choose which camera you want to use for the session.

Settings - Video Background Effects

Turn background effects on or off.

Settings - Accessibility

If enabled, turn this switch on (blue) to enable accessibility. This feature allows agents to guide customers by clicking on a page element, which automatically activates the visitor’s screen reader to read the clicked element out loud.

Back/Forward

If remote assist is enabled, these buttons allow you to go back or forward.

Refresh

If remote assist is enabled, this button allows you to refresh the page.

Add Guest

Allows the agent to invite guests to the session.

Add Guest (dropdown)

Once the agent clicks Add Guest, they can click the copy button to copy the URL to the guest join page to share with guests. Once the agent has a code from a guest, they enter the code into the field and click Admit.

Share Screen

If the agent has share screen privileges, it provides the ability for the agent share a window, browser tab, or their entire screen. It also allows the agent to send a request to the visitor to view their screen.

Remote Assist

If the agent has remote assist privileges, it provides the ability for the agent to request control of the visitor’s interface. When remote assist is on, a green dot in the middle of the mouse icon is displayed. To stop remote assist, click the mouse button again.

Share Document

If the agent has share document privileges, it provides the ability for the agent to share a document with the visitor or for the visitor to share a document with the agent.

Video

If the agent has video privileges, it provides the ability for the agent to show video. Click the video button to start agent video. When video is on, a green dot in the middle of the camera icon is displayed. To stop agent video, click the video button again.

Customer Info

Provides relevant session details and diagnostics, inluding Session Code, Visitor OS, Browser Type, Browser Version, and Report a Problem (if enabled).

End

The End button ends the session and closes the browser window.

Visitor Controls

This section covers the visitor-side UI experience during video-enabled sessions, including how visitors preview their camera, accept terms, and manage permissions before connecting with an agent.

Visitor Preview (1-Click Connect) with Terms and Conditions

If a visitor is logged in, and an agent has 1-click connect enabled in a CRM, when the agent clicks the orange Join button, the visitor is presented with a set of terms and conditions.

1 of 2: Visitor Preview (Code use case)