How to Configure Cobrowse  

The Cobrowse feature in Zoho Assist allows you to guide customers on your website in real-time. Before you start a session, you’ll need to configure the cobrowse widget and embed it into your website.
 

To configure

1. Log in to your Zoho Assist account using your credentials.

2. In the top menu bar, click Cobrowse, then select Configure it now.
   

3. You’ll see the Configuration page, where you can customize the widget that will appear on your website.

4. Edit the title and description as needed. You can preview your changes in the right-hand panel.

5. Once you’ve made changes, click Save to update the widget.

6. Under Add your widget to the website, click Copy to copy the widget code.
   

7. Share the copied code with your website developer or technical team. They must embed this code within your website’s script to activate the cobrowse widget.

8. After it’s embedded, your customers can use a session key to join a cobrowse session.

9. To protect sensitive information, you can mask personal or confidential data on your website. Go to Settings, enable Blacklist Elements, and add the CSS selectors of the elements you want to hide during a session.

Once this setup is complete, you’re ready to offer smooth, secure cobrowse support to your website visitors.