Universal Connector

This guide explains how to integrate Glance into your agent desktop using our Universal Connector. The package includes an agent-side interface that enables agents to join Glance Cobrowse and Mobile Cobrowse sessions, as well as use Mobile Camera Share functionality.

Getting Started

Before using the Glance agent-side experience, ensure the following prerequisites have been completed:

• Your organization has been provisioned a Glance Group.
• Users have been provision with valid Partner User IDs.
• Your website has been tagged with the Glance Cobrowse script, and includes a button or link to start a Cobrowse session.
• SAML authentication with Glance has been enabled through your chosen Identity Provider.
• You have completed onboarding with Glance Customer Success. As part of this process, Glance will provide you with an organization-specific URL and configure allow-list settings for the agent desktop. If you need assistance, Contact Glance.

Agent Interface

The initial interface offers agents two options for connecting with a visitor: they can click the Enter Key button to start a Cobrowse session using a session key provided by the visitor, or click the Camera Share button to send an SMS link that allows the visitor to share their mobile phone camera.

Join with Key

Input the code received from the visitor and click the Join button.

Camera Share

Input the visitor’s mobile phone number and click the Send button. To change the country code, click the flag icon and select the appropriate region from the list.

Presence

When Presence is enabled, you can instantly join the visitor’s session by clicking the orange Join button.

Supported Platforms

Glance provides instructions for embedding the Glance experience in the following agent desktops: