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• 5.3 • 5.8

Configure a Co-browsing Integration Account

In the Bright Pattern Contact Center Administrator application, you will create a co-browsing integration account. As a reminder, your service provider must enable this feature for your contact center. To configure this integration account, take the following steps.

Procedure

  1. In section Contact Center Configuration > Integration Accounts, click the Add account button.
  2. From the Create integration account menu, select Co-browsing, and then click OK.

    Select the Co-browsing option


  3. In the Properties tab, configure the following:
    • The account name (any)
    • The account provider (i.e., Surfly is the default option)
    • The Surfly widget key (e.g., 218he91ndionvri4f9iquwndiuqwnd); the Surfly widget key is located in your Surfly account, section Settings > Integration.
  4. If you wish, you may test your widget key; if the key works, a validation message will pop. When you are finished, click Apply.

    Integration account settings


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