Live View

Navigation path: Main Menu > Live View

Summary

Purpose

In case of a phone call, the Live View is your entry point to start Co-Browsing with a customer (Web, Desktop, or Mobile). After customers share their Session_Id, it is here where you connect to their sessions.

References to further configuration

To learn more about the configuration of Co-Browsing, go to Module Configuration: Co-Browsing.

Feature descriptions

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Overview of live sessions

In Live View you find yourself an overview of all currently active sessions on your website. With every session, some additional information is displayed:

  • Status
    The status (the most left column) is orange, when the visitor is currently active on your website and blue, when the visitor has your website opened as a tab or in another browser window, but is currently doing something else than actively browsing your site.
  • Session Id
    The Session Id is the unique number to identify a user among all your current website visitors.
  • Actual Path
    Shows where the user is currently on your page.
  • Device
    Shows browser the user is using.
  • OS
    Shows operating system the user is using.
  • Location
    Shows location of user.
  • Tags
    Through tags additional information is displayed, for example the user's user name within your web application.

Connect with customer

Depending on how you decided to model your optin process with Chatvisor, there are two scenarios:

A) Customer shares Session Id, you connect through Connect by code

  1. Through for example clicking a button, customers receive their unique Session Id and acknowledge that an agent can connect
  2. Customer shares Session Id with agent
  3. Agents connect through entering Session Id into Connect by code
  4. Co-Browsing starts

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B) User is logged into your platform and you sync user credentials (e.g. user name, email) with Chatvisor

  1. Customer calling shares credentials
  2. Agent searches for matching credentials among active sessions
  3. Agent sends connection request
  4. Customer accepts request
  5. Co-Browsing starts

Within a Co-Browsing session

After connecting to a customer, you enter the Agent View - learn more about your options in the Agent View.

Good to know

What is a session?

A session starts when the visitor opens the webpage until he closes it. In the default configuration it is limited to the current browser tab. If he opens a seperate tab, a new session starts.

There are two exceptions for it, when Keep Session is activated in the configuration, then if a new tab is opened it joins the active session.

A session is limited to at maximum 1 hour per default, then a new session is started.

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