Co-Browse in Pega Sales Automation

Pega Co-Browse allows customers, prospects, and sales representatives to instantly collaborate by sharing a web browser session. You can co-browse on a desktop, tablet, or mobile phone.

For example, an experienced sales representative might use Pega Co-Browse to coach a junior representative on using the Pega Sales Automation™ application. Or, sales representatives can walk a customer through the product or help resolve an issue. A sales representative can initiate sessions.

In order to use Pega Co-Browse, the content must be enabled for co-browsing. The two methods of initiating a Co-Browse session are:

  • Entering Session Code – The co-worker, sales representative, or customer retrieves a session code from the co-browse enabled website, and shares the code with the sales representative.
  • Sending an Email Link – The customer uses the Sales Automation application to send an email to the co-worker or a sales representative that contains a link to the co-browse enabled web content.

For more infotmation about Co-Browse, see the Pega Co-Browse product page.

Published February 19, 2016 — Updated April 9, 2019

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