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      Agent Present Mode guide

      Enable your agents to present their own screen or content to end users

      In some scenarios your agents will be looking to share content from their devices to the customer. This can be useful if the agent needs to showcase an application, demonstrate an user journey or share specific information with the end user.

      For that Cobrowse.io provides the Agent Present Mode feature. This feature is available through the Dashboard and allows the Agent to share his screen or any Cobrowse enabled app.

      Demo

      Sharing your screen

      In order to share your screen in Agent Present Mode you should:

      1. On the settings page, https://cobrowse.io/dashboard/settings, enable Settings > Session Settings > Present Mode
      2. The Agent Present Mode icon will now be available on the sidebar as can be seen on the video and also through https://cobrowse.io/dashboard/present
      3.  Click "Share my Desktop" and choose the screen, window or browser tab you want to share
      4. Share the present link at the top with user. The user will then be able to see the content you are sharing.

      Sharing your screen is not supported on mobile browsers. See below on how to share from a different device.

      Sharing from a different device

      You can also share any application enabled with the Cobrowse.io SDK. We provide example projects for Web and iOS but the general steps for any platform are:

      1. Access Agent Present Mode in the dashboard
      2. Click "Share a difference device", a 6-digit code for present will be shown
      3. Agent inputs this 6-digit code into the Cobrowse enabled application, which could be a website or a mobile app
      4. Agent shares the present link with the user

      Preparing your app for Agent Present Mode

      In order for your application to be used in Agent Present Mode you will need to add support to receive the 6-digit present code and call the the SDK .getSession function:

      CobrowseIO.getSession("<6-digit code>")

      Our Web example project provides a reference implementation:

      https://github.com/cobrowseio/cobrowse-sdk-js-examples?tab=readme-ov-file#agent-present-mode---6-digit-code

      Unless you have a specific requirement it's recommended to disable all the capabilities in the session. Please check our example project and the capabilities docs.

      Restrict content presented

      You can use all the Cobrowse features through the SDK as you would for a regular session including redaction. If you wish to restrict what the end-user can see you just have to define the redaction configuration as can be seen on our example project: https://github.com/cobrowseio/cobrowse-sdk-js-examples?tab=readme-ov-file#agent-present-mode---redaction

      If you only wish to share content within an IFrame you can do so by initiating the Cobrowse SDK inside the IFrame. Only the content within the Frame will be visible to the end-user. Please check our example project on how to accomplish this: https://github.com/cobrowseio/cobrowse-sdk-js-examples?tab=readme-ov-file#agent-present-mode---iframe-sharing