We provide a number of different embeddable URLs to suit a range of use cases:
We recommend embedding the Cobrowse Dashboard URL (
https://cobrowse.io/dashboard) as an IFrame in your CRM if you are looking for the simplest integration options. The full range of Cobrowse features will be available through our default UIs. You can pre-filter device or session lists it as described below in the query params section to show specific devices in different contexts.
If you are using our 6-digit codes to initiate sessions, and that is the only mechanism to start sessions you'd like to support for your agents, we have a simplified Cobrowse Code URL (
https://cobrowse.io/code) that you can embed.
Using the Cobrowse Connect URL (
https://cobrowse.io/connect), Cobrowse will automatically try to connect to the matching device. If multiple devices match the filters you provide, you will be prompted which to select. Make sure to set customData in our SDKs, and use those values in your filters!
If you just want to embed the UI for an active session, or even just the video feed, and will replace all other UI with your own implementations, then this is the endpoint you should use:
https://cobrowse.io/session/<session id>. You will need to replace the
<session id>with a valid session ID. See our Agent SDK docs.
All of our embed URLs support configuration via the parameters described here. We support several query parameters to configure what is shown:
This logic enables you to embed the relevant IFrame data on each place in your CRM. For example, when an agent is looking at a user account view in your CRM, you might use filters to show all of that user's available devices.