Navigation Assist

Configure Navigation Assist in the Glance Portal to allow agents to navigate visitors to URLs.

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

Navigation Assist configuration in Glance Portal

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.

Warning
The destination URL must contain the Cobrowse script tag for the agent to follow along. If the URL is on a new domain, it may also need to be added to the Cross Domain Cobrowse section.

Roles

Agent Assist

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.