Session initiation in action

Cobrowse offers the widest range of session initiation methods of any provider, including the ability to bring-your-own-channel. Your choice of session initiation protocol will be determined by individual customer circumstances.

If your Agent is already on a call and speaking to a Customer who is logged in, you could choose a push notification, 1-Click connect or in-app prompt to start the session.

If you are dealing with a caller who has not authenticated themselves, the Customer (or the Agent) can generate and share a 6-digit code. This provides an additional layer of security to the process and is an effective anti-fraud measure.

If you have your Customer’s mobile number, you can send them an SMS link to start the session. Session information can be pre-filled in the link, so it loads immediately.

Fast, Seamless

1-Click connect

Steps

See the Customer’s device listed in your CRM, Agent clicks Connect to initiate the session, Customer accepts the incoming session to begin

Benefits

Instant connection, no additional steps needed for Agents or Customers

Industry Standard, Failsafe

6-Digit code

Steps

Agent or Customer generates and shares a code, the code is entered to begin the session

Benefits

Reliable and simple for all situations

Simple, Flexible

Session link

Steps

Agent sends SMS or Email link, Customer clicks to join the session

Benefits

Personalized landing pages or pre-filled forms, easy experience for the Customer

Familiar, Native to Mobile

Push notification

Steps

Select the Customer’s device, Customer sees a native push notification on their device

Benefits

Fast and simple channel for Mobile that launches the Customer directly into your app when clicked

Customize It Perfectly

Bring your own channel

Steps

Completely tailor to your custom channel needs, and initiate with ease

Benefits

Re-use any existing channels that your Agents and Customers are already familiar with

More feature spotlights

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Harness the power of Cobrowse to enable both agents and customers to succeed.