An agent can start a co-browsing session to assist a customer. For the customer to join, the agent must share the system-generated session key, an eight-digit number with a space after four digits. For example, 1234 5678.

An agent-initiated co-browse session is a two-step process. After generating the session key, the agent does not automatically become a part of the session. The agent must use the key to join. Also, the agent can cancel a session after generating a session key.

Depending on the requirements of a session, an agent can request control of the customer page to enter or change any field details. For example, an agent can cancel the control request sent to a customer anytime during a session.

The agent, who is the session initiator, can change the language setting of the session at the beginning of the session from a list of available values. If the initiator does not change the language setting, the default setting from System Manager gets selected.

The username of an agent cannot have more than 99 characters.