Sample reference client overview

Last Updated : Nov 09, 2022 |

You can use the sample reference client to initiate co-browse sessions. The sample client does not support control keys and hot keys for navigation.

Note:

The context-sensitive menu of the sample client is browser-dependent. If the agent and customer are not using the same browser, they might not always see the same context-sensitive menu.

Agent initiated session

An agent can initiate a session or join a live session. For an agent initiated session, the system generates a session key and displays the session key on screen. The customer must use the key to join the session. An agent can initiate a session and cancel the session even after the session key is generated. The system cancels the session key and the agent can start a new session. An agent can request control from the customer. When an agent requests control, the customer can allow or deny sharing the control. The agent can logout from the session. If the agent, that is, the session owner is idle for some time, then the system automatically closes the session. You can configure the inactivity time out. The default value is 2 minutes.

Customer initiated session

A customer can initiate a session or join a live session. For customer initiated session, the system generates a session key and displays the session key on screen. The agent must use the key to join the session. The customer can pause and resume the current session. If the customer is in control of the session, the customer can pause a session. Only when the customer resumes the session, the changes made are synchronized and visible to the agent. The customer can stop the session. If the customer, that is, the session owner is idle for some time, then the system automatically closes the session. You can configure the inactivity time out. The default value is 10 minutes. While the agent is controlling the session, the customer can revoke the access at any point of time.