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Creating a session

About this task

Use to create a co-browse session and generate a unique session key. The agent must share the session key with the customer.

Procedure

  1. Log on to the agent web interface.
  2. Enter you name in the User Name field.
  3. Click Create Session.

    The system displays a webpage with a session key. The agent must share the session key with the customer.

  4. Click Join to start the session.
    noteNote

    The agent must join a session to allow the customer to join the session and start sharing the webpage.

    After the customer joins the session, the agent can view the shared webpage screen of the customer.