Cobrowse.io Docs
  • Getting started
  • SDK Installation
    • Web
    • iOS
    • Android
    • React Native
    • Flutter
    • .NET Mobile
    • macOS
    • Windows
  • SDK Features
    • Account config
    • Identify your devices
    • Use 6-digit codes
    • Redact sensitive data
    • Viewing PDFs
    • Universal Cobrowse
    • Customize the interface
      • Active session controls
      • 6-digit code screen
      • User consent dialog
      • Remote control consent dialog
      • Full device consent dialog
      • Localization / translation
    • Initiate sessions with push
    • Listening for events
    • Full device capabilities
      • Full device screen sharing
      • Full device remote control
      • Managing full device mode
    • Advanced configuration
      • Starting and stopping the SDK
      • Declaring capabilities
      • Intercepting mobile SDK network requests
      • Web
        • IFrames support
        • IE 11 polyfills
        • Cross-domain session support
        • Ignore Views
      • iOS
        • Alternate render method
        • Custom touch handling
      • Android
        • Backporting TLS to older Android versions
  • Agent-side integrations
    • Agent-side overview
    • Platform integrations
      • Zendesk
      • Salesforce
        • Migrating from legacy to v2
        • Salesforce (Legacy)
      • Genesys
        • Genesys Cloud
        • Engage Workspace Web Edition (WWE)
        • Engage Workspace Desktop Edition (WDE)
      • Intercom
      • Freshworks
      • Talkdesk
      • NICE
    • Custom integrations
    • Agent SDK
      • API Reference
      • Sample code snippets
    • Authentication (JWTs)
      • JWT Policies
    • Authentication (SAML 2.0)
    • IFrame embeds
  • Enterprise self-hosting
    • Self-hosting overview
    • Docker Compose
    • Helm chart
      • Image Pull Secret
      • Environment Variables
      • Optional recording components
      • Pod Annotations
    • AWS terraform
      • AWS metrics configuration
    • Azure terraform
      • Azure metrics configuration
    • GCP terraform
      • GCP metrics configuration
    • Sizing guidelines
    • Running your instance
      • Adding a superuser
      • Limiting account creation
      • Limiting magic link recipients
      • Configuring SMTP
      • Managing your deployment
    • Monitoring your instance
      • Available metrics
      • Self-Hosted Prometheus
    • Advanced configuration
      • Air gap configuration
      • Pin web SDK version
      • L7 firewall configuration
      • Docker proxy configuration
    • Troubleshooting
Powered by GitBook
On this page
  • Overview
  • App Marketplace links
  • Installation instructions
  • JWT Private Key Configuration
  • Group based access control
  • Connect from Freshchat
  • Connect from Freshdesk

Was this helpful?

  1. Agent-side integrations
  2. Platform integrations

Freshworks

Cobrowse provides an integration with Freshdesk and Freshchat, available from the Freshdesk and Freshchat App Marketplaces.

PreviousIntercomNextTalkdesk

Last updated 3 months ago

Was this helpful?

Overview

Cobrowse.io provides an integration with Freshdesk and Freshchat available in the Freshdesk and Freshchat App Marketplaces.

App Marketplace links

Visit the marketplace to see our about the apps:

Installation instructions

Before installing the Freshdesk or Freschat Cobrowse.io apps you'll need to:

After this you can install the Freshdesk or Freshchat app from the app gallery (Admin -> Settings -> Apps and search cobrowse.io) or from the correct marketplace links above and you'll be prompted to fill in these details.

Click install for the app to install. You can validate the installation was successful by going to Manage Apps in the Admin settings and see if Cobrowse.io is enabled.

The app should then appear in the sidebar during Freshchats and Freshdesk tickets and contacts. If you do not see it then please refresh the page (you may need to log out/in again).

JWT Private Key Configuration

You must keep your private key secure at all times as it grants access to your account.

If you see a "Invalid Cobrowse.io JWT private key" error this could mean the wrong value was copied on the JWT private key.

Ensure that the first line looks like -----BEGIN PRIVATE KEY----- and the last line looks like -----END PRIVATE KEY----- . If it says PUBLIC KEY this means the wrong key was copied, ensure you copy the right key.

Group based access control

You can restrict access to Cobrowse.io based on user groups. To do this, navigate to the Cobrowse.io app's settings page on Freshdesk/Freshchat and select the Show advanced settings checkbox. This action will display additional configuration options. By entering the appropriate Freshdesk or Freshchat API credentials, a multi-select input will appear. This input allows you to specify which groups can access Cobrowse.io. If no groups are selected, Cobrowse.io will be accessible to all groups.

Freshdesk

The sub-domain is the initial segment of your Freshdesk URL. For instance, if your URL is https://mycompany.freshdesk.com, the sub-domain is mycompany.

You can find the API key in your user profile settings. From the dashboard page, click on the profile icon located at the top right corner, then select Profile settings. Clicking on the View API Key button will display the API key you need to input into the app's settings.

Freshchat

The Freshchat API is only available on the Pro and Enterprise plans.

Your Freshchat sub-domain and API key can be found in the profile settings within the Freshworks sales area.

The Freshchat dashboard is divided into two separate sections: sales and messaging. To access the correct settings, ensure you are in the sales area. You can verify this by checking the page URL, which should be https://mycompany.myfreshworks.com/crm/sales/.... If you see /crm/messaging instead of /crm/sales, navigate to a different section (e.g., Admin Settings or Contacts pages).

Click on the profile icon at the top right corner of the page, then select Settings. In the Profile Settings page, click on API Settings. The API DETAILS FOR CHAT contains the information we need to copy over to the app's settings. Copy the API key from Your API Key and the sub-domain from Your chat URL (e.g., mycompany-945894b457ce01117278801).

Connect from Freshchat

After you have installed our SDK on the same websites or apps as your Freshchat widget, then you should be able to connect to users in one click from live Freshchats.

Connect from Freshdesk

For Freshdesk, there is also a standalone app view which appears in the left-hand side bar.

Connect from the ticket or contact view

Requires:

  • The installation steps to be complete

  • user_email custom data to be set on the SDK-side, that matches the email in the ticket/contact

You will see the device appear to connect to in the sidebar app!

A demo video for .

Freshdesk:

Freshchat:

You have a Cobrowse accoutnt. If you don't have a Cobrowse account please register at . Note that a single account can be used for both Freshdesk and Freshchat

Make note of your license key at

Generate a new private/public key pair following our article:

To connect to user devices, your next step is to install our SDKs for your platforms. You can find the links for each platform here: .

The private key value can be found within the file downloaded when generating the JWT key pair as . The value can be copied using any text editor.

After installation, you can then connect to the correct device of the customer to cobrowse:

Freshdesk is also available
https://www.freshworks.com/apps/freshdesk/cobrowseio_1/
https://www.freshworks.com/apps/freshchat/cobrowse_io/
https://cobrowse.io/register
https://cobrowse.io/dashboard/settings
https://support.cobrowse.io/generating-cryptographic-keys-for-jwt-authentication
https://docs.cobrowse.io/
described in our article
https://support.cobrowse.io/how-do-i-connect-to-the-right-device.
Cobrowse for Freshchat
The app is installed and enabled.
Copy the API key and sub-domain.
The app, once loaded and our SDKs have been installed into your website/apps.