Using Cobrowse on a Page
The Oracle Cobrowse Cloud Service is a collaboration tool that lets you share screens or initiate a cobrowsing session with another person. For example, you may want to include this on an order form so a representative can view a customer’s screen while the customer is placing an order.
To use this feature, it must first be enabled for a site. There are two types of launcher scripts that can be enabled: one that uses a customized button (Launch Point 2) and one that uses the default Cobrowse button (Launch Point 1). You determine which kind of launcher will be used when you enable the feature for your site and add the necessary script. See Enable Cobrowse Integration for details.
- Navigate to the page you want to edit and make sure that
is set to Edit.
- Click
. Select the checkbox in the Cobrowse section.
- Click Close.
If a Launch Point 1 script is enabled, when you next view the page, you’ll see the default Cobrowse button appear or after pressing a hot key, if configured.
- Make sure that
is set to Edit.
- Add the component to the page. The Cobrowse Launcher component is listed in the Integration section of the components.
- To edit the component and its appearance, click its menu icon
, and choose Settings. You can adjust the label for the button, its appearance, size, and alignment. Use the Style tab to add formatting around the text and to customize the background color, fonts, and borders. For more advanced styling, edit or add style classes in the
design.json
anddesign.css
files in the theme designs folder of current site template. The style class prefix isscs-cobrowse
.
After your site is published, your site visitors can use the Cobrowse button to initiate a session with a representative from your organization. The visitor clicks the Cobrowse button and is given a secure session ID. The visitor relays the ID via a phone call to a representative from your organization who has access to the Cobrowse Agent Console. The agent uses the console to initiate a session, which continues until either the visitor or the agent terminates it. When using a Launch Point 2 setting, the Launcher component has a fixed ID of cec-start-cobrowse. Use that ID in the Cobrowse console.
Notes on Usage
- Video
- Youtube
- Document Manager
- Facebook Like
- Twitter Follow
- Twitter Share
- Facebook Recommend
- Conversation
A custom component that uses an iFrame to get content also does not render in Instant Mode.
See Cobrowse Overview in the Cobrowse Deployment and Use Guide for more information about Oracle Cobrowse Cloud Service. See Enable Cobrowse Integration for details about using Cobrowse with a secure site or one under development.