Confirm Cobrowse Integration Settings for Omnichannel

These next few steps are part of the integration between ScreenMeet and Omnichannel. By default, these steps are performed automatically, and the integration records are imported to dynamics when installing ScreenMeet Cobrowse Solution from AppSource. However, in case of unexpected behavior the following confirmation steps are taken as part of the initial troubleshooting process.

1. Remote Assistance Conversation Options
Login to dynamics with administrator and navigate to:
Omnichannel Administration App -> Chat -> Select your current chat widget -> Conversation Options
Make sure under Remote Assistance Co-browse is Enabled, and Co-browse Provider is set to ScreenMeet

2. ScreenMeet Cobrowse Application Tab
The next settings to look for is the Application Tab settings.
In the* Omnichannel Administration App -> Application Tabs -> screenmeet_cobrowse *

make sure the following values are setup correctly:
- Under General Section
Name = screenmeet_cobrowse
Application Title = Screenmeet Co-browse
Application Type = webresource
Can Close = Yes
Description = ScreenMeet Co-browse

- Under Parameters

data = { data }
webresourceName = /smc_/views/cobrowse_local_widget.html

If all above described steps are confirmed and the issue still persists, then next step is to” create a support ticket”:https://screenmeet.atlassian.net/servicedesk/customer/portal/2/group/2/create/9 with ScreenMeet Support for screenmeet support for detail diagnoses.