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Configuring Co-Browse settings

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The Co-Browse settings determine whether the feature is enabled, how to connect to the Pega Co-Browse server, and whether users can view recorded sessions from the Interaction Portal.

  1. In the navigation pane of App Studio, click Settings General .

  2. In the list of general settings, click Co-Browse.

  3. To allow a CSR and customer to simultaneously view the same webpage during a chat or phone interaction, select the Enable Co-Browse check box.

  4. To connect to the Pega Co-Browse server, enter the Co-Browser server URL.

    Obtain this value from your Pega Co-Browse dashboard, as described in the Pega Co-Browse documentation.
  5. Enter the Pega Co-Browse token in the Co-Browse API token field.

    Obtain this value from your Pega Co-Browse dashboard, as described in the Pega Co-Browse documentation.
  6. Enter the Pega Co-Browse API key in the Co-Browse API Key field

    Obtain this value from your Pega Co-Browse dashboard, as described in the Pega Co-Browse documentation.
  7. To allow managers and CSRs to view recorded co-browsing sessions from the Recent Interactions section of the Interaction Portal, select the Enable Co-Browse recording playback check box.

    When this feature is enabled, a Play recording icon appears next to the interaction.

    This feature is supported only if you have enabled the recording of all co-browsing sessions by configuring the required setting in the Pega Co-Browse dashboard.
  8. Click Save.

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