Agent Assist

The Agent Assist page, located in the Settings section, allows users to configure Restricted Editing and Navigation Assist.

Restricted Editing

Restricted Editing lets the agent request control of the visitor's browser interface during the session.

To configure which fields the agent can control during a Cobrowse session:

1. Click the New button.
2. In the Selector field, enter the CSS selectors of the UI elements you want agents to control.
3. Click Create.
4. Click the Publish Restricted Editing button in the upper-right corner.

Navigation Assist

Navigation Assist allows the agent to navigate to a URL on the visitor's behalf by clicking on a bookmark within the agent viewer.

To configure which URLs the agent can navigate to during a Cobrowse session:

1. Click the New button.
2. Enter a URL Title and the website URL, then select the Active checkbox.
3. Click Create.
4. Click the Publish Navigation button in the upper-right corner.

Roles

Click on the Assign section to limit the URLs to specific roles for the group. Click the checkboxes underneath the role that needs access to the URL and click Update.