Getting Started

This section will walk you through how to set up, use, and configure Desktop Screen Share. More detailed information on how to personalize your Screen Share experience can be found under Configuring.

Provisioned agents can share their desktop screen or company-approved applications instantly with customers without the customer requiring a download or installation. An agent can pass control to customers and allow them to show their screens. Remote control can be used to navigate and manage configurations on the customer’s computer. Glance Screen Share also gives agents the ability to open multiple customer sessions to work across multiple views if necessary.

Features

Name

Description

Gesturing

Once in the session, viewer's have the ability to gesture over elements on the presenter's browser, to guide and indicate to the presenter.

Screen Share

Screen Share makes it easy to quickly see or show anything on your screen during a conversation. The agent or the visitor have the ability to share their screen.

Remote Control

Remote Control provides the option for the viewer to request control of the presenter's browser interface during the session.

Agent Video

Agent video provides the ability for the agent to lead a web-based video session during which a live video of the agent is displayed to the customer.

Info

For Web Screen Share information refer to Escalate to Web Screen Share from Cobrowse

Upgrading the Glance Client

Instructions for upgrading to the latest Glance Client.

Setting up Desktop Screen Share

Instructions for downloading and setting up screen share for Windows and Mac.

Using Desktop Screen Share

Start a screen share session.

Scheduling a Session in Advance

Join a Glance session in advance so that you can just focus on presenting instead of talking them through joining.

Configuring Desktop Screen Share Settings

Customize the Glance experience for yourself and your guests.

Visitor and View Sessions

Two options to view your customer's desktop.