Overview

Co-Browse lets an agent see the page a visitor is on, with the visitor's consent. Administrators decide which agents can start a session by giving them a seat.

Give an agent a seat

1. Open Admin, then Co-Browse.
2. Find the Seats section. It shows how many seats your plan includes and how many are in use. Limits depend on your plan; see your plan under Billing, Usage Overview.
3. Switch on the seat for each agent who should be able to start Co-Browse. Switch it off to remove it.

Changes apply right away, and each one is recorded in your Activity Log. If your site is set to give every agent a seat automatically, you do not need to assign anything.

Other ways to assign seats

• Ask Moshky, for example "give Ann a Co-Browse seat". Moshky shows you the change and saves it after you approve.
• In the Velaro CLI, run velaro cobrowse seats to see who has a seat, then velaro cobrowse seat set <userId> --assign or --unassign.
• With the Velaro MCP tools, use cobrowse_seats_get and cobrowse_seat_set.

Who can start a session

An agent needs a seat. If you also limit Co-Browse to certain teams or roles, the agent must match those too. Administrators are never locked out.

Audit log for Co-Browse Plus

Sites with Co-Browse Plus can review a log of Co-Browse activity and export it for compliance reviews, under Admin, then Co-Browse.