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<translate>= Configure a Co-browsing Integration Account =
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= 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.
 
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.
  
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#* The [[Contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Co-browsing#Widget_key|Surfly widget key]] (e.g., 218he91ndionvri4f9iquwndiuqwnd); the Surfly widget key is located in your Surfly account, section ''Settings > Integration''.  
 
#* The [[Contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Co-browsing#Widget_key|Surfly widget key]] (e.g., 218he91ndionvri4f9iquwndiuqwnd); the Surfly widget key is located in your Surfly account, section ''Settings > Integration''.  
 
# If you wish, you may [[Contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Co-browsing#Test_widget_key|test your widget key]]; if the key works, a validation message will pop. When you are finished, click '''Apply'''.<br><br>[[File:CCA-Integration-Co-browsing-2b-5399surfly.PNG|450px|thumb|center|Integration account settings]]
 
# If you wish, you may [[Contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Co-browsing#Test_widget_key|test your widget key]]; if the key works, a validation message will pop. When you are finished, click '''Apply'''.<br><br>[[File:CCA-Integration-Co-browsing-2b-5399surfly.PNG|450px|thumb|center|Integration account settings]]
 
 
 
 
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Latest revision as of 04:10, 29 May 2024

• 5.19 • 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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