Overview
Overview: Live Co-browse lets agents and customers view the same page in real time to troubleshoot faster, reduce churn, and speed up onboarding—without switching tools.
Where to set it up: Dashboard → Connections → Integrations → Live Co-browse → Configure.
How it works
An agent sends a co-browse request from an active conversation.
The customer explicitly accepts to start the session (and can end it anytime).
Agents can guide users step-by-step while respecting your masking and privacy settings.
Configure - implementation details
Configure Live Co-browse
If the integration is Disabled, click Connect first, then continue.
Enable co-browse for the teams/roles that should have access.
Set optional allowlists/denylists for pages where co-browse can be used.
Test a session end-to-end to confirm the customer approval flow.
Tip: Use stricter rules for checkout, billing, or pages that display sensitive data.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 37" xmlns="http://www.w3.org/2000/svg"><g d="M 38.378 0 L 1.622 0 C 0.726 0 0 0.726 0 1.622 L 0 28.322 C 0 29.218 0.726 29.944 1.622 29.944 L 14.558 29.944 L 13.175 34.649 L 11.498 34.649 C 11.294 34.649 11.098 34.73 10.953 34.874 C 10.808 35.019 10.727 35.215 10.727 35.419 L 10.727 36.687 C 10.727 37.113 11.072 37.458 11.498 37.458 L 28.502 37.458 C 28.707 37.458 28.903 37.377 29.047 37.232 C 29.192 37.088 29.273 36.892 29.273 36.687 L 29.273 35.419 C 29.273 35.215 29.192 35.019 29.047 34.874 C 28.903 34.73 28.707 34.649 28.502 34.649 L 26.825 34.649 L 25.442 29.944 L 38.378 29.944 C 39.274 29.944 40 29.218 40 28.322 L 40 1.622 C 40 0.726 39.274 0 38.378 0 Z M 36.757 23.998 L 3.243 23.998 L 3.243 3.243 L 36.757 3.243 Z M 18.045 16.677 C 18.135 16.915 18.368 17.068 18.623 17.056 C 18.877 17.044 19.095 16.869 19.162 16.623 L 19.5 15.383 L 22.393 18.276 C 22.504 18.387 22.653 18.449 22.809 18.449 C 22.965 18.449 23.114 18.387 23.224 18.276 L 23.952 17.549 C 24.181 17.319 24.181 16.947 23.952 16.718 L 21.059 13.824 L 22.299 13.486 C 22.544 13.419 22.719 13.201 22.731 12.947 C 22.743 12.693 22.591 12.46 22.353 12.369 L 16.634 10.2 C 16.418 10.118 16.174 10.171 16.01 10.334 C 15.847 10.498 15.794 10.742 15.876 10.958 Z" fill="transparent" height="37.45805406164734px" id="N699Ik5Jk" width="40px"><path d="M 38.378 0 L 1.622 0 C 0.726 0 0 0.726 0 1.622 L 0 28.322 C 0 29.218 0.726 29.944 1.622 29.944 L 14.558 29.944 L 13.175 34.649 L 11.498 34.649 C 11.294 34.649 11.098 34.73 10.953 34.874 C 10.808 35.019 10.727 35.215 10.727 35.419 L 10.727 36.687 C 10.727 37.113 11.072 37.458 11.498 37.458 L 28.502 37.458 C 28.707 37.458 28.903 37.377 29.047 37.232 C 29.192 37.088 29.273 36.892 29.273 36.687 L 29.273 35.419 C 29.273 35.215 29.192 35.019 29.047 34.874 C 28.903 34.73 28.707 34.649 28.502 34.649 L 26.825 34.649 L 25.442 29.944 L 38.378 29.944 C 39.274 29.944 40 29.218 40 28.322 L 40 1.622 C 40 0.726 39.274 0 38.378 0 Z M 36.757 23.998 L 3.243 23.998 L 3.243 3.243 L 36.757 3.243 Z" fill="rgb(0, 0, 0)" height="37.45805406164734px" id="sQhM0VPkE" width="40px"/><path d="M 2.207 6.515 C 2.297 6.753 2.531 6.906 2.785 6.894 C 3.039 6.882 3.257 6.707 3.324 6.461 L 3.662 5.221 L 6.556 8.114 C 6.666 8.225 6.815 8.286 6.971 8.286 C 7.127 8.286 7.276 8.225 7.387 8.114 L 8.114 7.387 C 8.344 7.157 8.344 6.785 8.114 6.556 L 5.221 3.662 L 6.461 3.324 C 6.706 3.257 6.881 3.039 6.893 2.785 C 6.905 2.531 6.753 2.298 6.515 2.207 L 0.796 0.038 C 0.58 -0.044 0.336 0.009 0.172 0.172 C 0.009 0.336 -0.044 0.58 0.038 0.796 Z" fill="rgb(0, 0, 0)" height="8.286468897062491px" id="sODYJlBPk" transform="translate(15.838 10.162)" width="8.286215278035797px"/></g></svg>)
