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Genesys Co-browse sessions

A session is initiated when a customer requests to co-browse. The session stays idle until the agent joins, then the session is considered to be active. The session ends when one of the parties (the customer or the agent) exits. It is not possible to re-join a co-browse session. If one party exits accidentally, a new session must be initiated. An agent is limited to handling one co-browse session at a time.

Session identifiers

Each live session has an identifier that can be used to track the session:

  • Session access token (Session ID)—A sequence of nine digits that is applicable only to live sessions.

Starting a session

A co-browse session can only be initiated by a customer. An agent does not have the option or ability to send a co-browse request to a customer. This provides greater security to the customer. In order to initiate a co-browse session, the customer must already be engaged in an interaction with an agent, be it a voice call or a chat.

When the session is established, the agent's browser displays a view of the customer's browser. The view the agent sees is loaded from Genesys Co-browse, so only certain images might be loaded from the original website. The agent is not a client of the website. All actions taken by the agent are passed onto and "replayed" on the customer's side.

Starting a co-browse session from Genesys Widgets

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A customer initiates a co-browse session through a Genesys Widget integrated into the website. You can enable Genesys Co-browse in several Genesys Widgets. Here is an example of starting a co-browse session from the WebChat Widget.

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This example shows a customer and agent view of a co-browse session started from the WebChat Widget.

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And here is an example of starting a co-browse session from the ChannelSelector Widget.

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This example shows starting a co-browse session from the CallUs Widget with co-browse option.

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Another example of starting a co-browse session from the CallUs Widget.

Participating in a co-browse session

Once a co-browse session begins, the agent can use his or her mouse pointer to guide the customer through the web site. Agents start co-browse sessions in Pointer Mode. In Pointer Mode, the customer and the agent can see each other's mouse pointer but the agent can not enter any information into the web page, click buttons, or navigate the customer's browser. If the agent needs to enter information into the web page or to navigate the browser, he or she can send the customer a request to switch the co-browse session to Write Mode.

All actions (mouse clicks, key presses, and so on) are actually performed on the customer (master) side. Any actions taken by the agent are sent to the customer's browser. This ensures a secure approach, as all browsing is done on one side—the customer's side. This approach also provides for greater performance and a more seamless customer experience. Each participant can see the other participant's mouse movements as well. This enables an agent to point to specific sections on the web page to help direct the customer through their task.

Genesys Professional Services can limit which fields are visible to and editable by the agent. Some fields can have the data masked. For example, you might choose to hide the customer's password, Social Security Information, and so on from the agent. The end user can easily identify which information is hidden (data masked) from the agent. By default, all Submit buttons are deactivated for the agent. If he or she clicks on a Submit button, nothing happens. The customer always has permission to submit any web forms, just as they would while browsing normally.

Stopping a co-browse session from Genesys Widgets

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Once a co-browse session has been established, both parties have the ability to terminate the session. At any time, either party may click the "Exit Co-browse session" button (again, the name and location of this button can vary).

The other party will be notified that the session has ended, and the agent's browser will no longer display a view of the customer's browser. Also, if the primary interaction (chat or voice call) is terminated, the co-browse session terminates automatically. Sessions can also terminate due to inactivity, after a pre-configured timeout expires. Likewise, if the agent closes their browser, or navigates to a third-party website, the session will terminate if the agent does not return to the session page within the pre-configured timeout.

Once a session has been terminated, it cannot be reactivated. If the session was deactivated accidentally, a new session has to be initiated, with a new session identifier.


Stopping a co-browse session from Genesys Widgets

Once a co-browse session has been established, both parties have the ability to terminate the session. At any time, either party may click the "Exit Co-browse session" button (again, the name and location of this button can vary).


GCB9-851-exit session.png


The other party will be notified that the session has ended, and the agent's browser will no longer display a view of the customer's browser. Also, if the primary interaction (chat or voice call) is terminated, the co-browse session terminates automatically. Sessions can also terminate due to inactivity, after a pre-configured timeout expires. Likewise, if the agent closes their browser, or navigates to a third-party website, the session will terminate if the agent does not return to the session page within the pre-configured timeout.

Once a session has been terminated, it cannot be reactivated. If the session was deactivated accidentally, a new session has to be initiated, with a new session identifier.





Genesys Co-browse

Genesys Co-browse allows an agent and a customer to navigate (browse) the same web page at the same time. With Genesys Co-browse, the agent and the customer "share" the same instance of the web page (or browser window), unlike a conventional screen sharing application, where one of the parties sees the image of the other party's browser instance or the whole desktop. Genesys Co-browse provides processing of highly dynamic web pages of contemporary web sites. Genesys Co-browse requires no plug-ins, no downloads, and no applets. It is a pure JavaScript and HTML solution integrated with existing Genesys infrastructure.

Genesys Co-browse falls under the Customer Engagement Digital solution of the PureEngage offering.

For more information about the Co-browse solution, see the following:

Release Notes

Documentation

Deployment Guide

Use this book to deploy Genesys Co-browse.

Developer's Guide

Use this book to customize Genesys Co-browse.

API Reference

Find information about the available public APIs.

Genesys Co-browse plug-in for Interaction Workspace Help"> Genesys Co-browse plug-in for Interaction Workspace Help

Use this help file as a guide for the plug-in.

Genesys Co-browse 8.5 Release Information

Click below to see New in This Release, Readme, and Product Alerts information for 8.5 releases.

[+] Show release information
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