Use Advanced Chat, Proactive Chat, Web Analytics and Collaboration (V2)

To begin handling chats, log in to MAX and set your state to Available. You can handle chats as you would handle any other chat interaction in MAX. You can transfer chats, use quick replies, and disposition interactions, if configured by your administrator.

Share Your Screen with Contacts

You can share your screen or a single open application on your screen with a contact. The screen or application are live, so contacts can see updates you make while you share.

  1. Click Launch > Cobrowse MAX.

    The Cobrowse MAX text may vary depending on your administrator's settings.

  2. Click the screen sharing icon in the toolbar of the co-browse session, indicated by two monitors.
  3. In the selection window, select the screen or application you want to share with the contact. Click Share.
  4. When you are finished sharing your screen, click the screen sharing icon again to disable it.

Start Co-Browsing Sessions

Start Co-Browsing from an Active Chat Window

  1. Click Launch.

  2. Click Cobrowse MAX.

    The Cobrowse MAXtext may vary depending on your administrator's settings.

Send a URL to a Contact to Start Co-Browsing

  1. Click Launch > Co-browsing.

  2. Click Get New URL.

  3. When the URL appears, click Copy URL.
  4. Send the code to the contact.
  5. Click Close.

Set Your Agent Window to Pop-Out

  1. Click More > Display.

  2. Click Multichat Display > Off.

  3. Click Panels > On.