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Configuring Co-Browse settings

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Updated on March 16, 2021

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.

Pega Customer Service Implementation Guide
  1. In the navigation pane of App Studio, click SettingsGeneral.
  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.

    Note: 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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