1. From your Salesforce case, go to the ScreenMeet Widget

2. ‘Create New Session’

3. The session PIN will be the code to share with the end user to start a co-browse session

4. The ScreenMeet widget will update to ‘The Session is Live – Click to Enter’ once the end user has joined.

When the Agent enters the session, this will open a new tab for the Agent’s view of the end user’s screen along with Agent’s support tools.


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