# Integrate Flex with Glance Cobrowse

Glance Cobrowse gives agents the ability to instantly join customers in viewing your app or website. Agents can guide customer navigation, answer questions, and assist with completing transactions. You can launch a Glance Cobrowse session from the Twilio Flex platform with the click of a button — no need for the customer to download or install a screen sharing app.

![Glance Overview.](https://docs-resources.prod.twilio.com/82791dc252ce0f1292fe82fe096fcc56ce7b852f1cb778ac85a45061a4c47a45.jpg)

Through the Glance 1-Click Connect capability, agents receive alerts when customers are present on your website and can connect with just one click. You can also enable one-way agent video to personalize the Glance Cobrowse experience.

## Prerequisites

To integrate the Glance Cobrowse Component with Flex, you need the following:

* Twilio Account and Flex Project
* Glance Account that has the Flex domain added to the allowlist.\
  To add the Flex domain to the allowlist:

  * Log in to your [Glance Account](https://www.glance.net/login/default.aspx).
  * Go to **Settings** > **Cobrowse Settings** > **CRM and Chat Integration**.
  * Enter `flex.twilio.com` to the domain and select **Add**.
* Site that is configured with the [Glance Cobrowse script tag](https://help.glance.net/glance-cobrowse/getting-started/add_tag/).\
  Ensure that you:

  * Set `data-presence`  to `api`.
  * Set `data-cookiedomain` to the URL for your website domain.

Example of the Glance Cobrowse script tag:

```javascript
<script id="glance-cobrowse" type="text/javascript"
  src="https://[cdnname].glancecdn.net/cobrowse/CobrowseJS.ashx?group=[groupid]&site=[production|staging]"
  data-groupid="[groupid]"
  data-site="[production|staging]"
  data-inputevents='{...}'
  data-termsurl="[terms and conditions url]"
  data-cookiedomain="[session cookie domain]"
  data-cookietype="[normal|ls|dual|secure]"
  charset="UTF-8"
  data-presence="api">
</script>
```

## Integration Overview

To integrate the Glance Cobrowse Component with Flex, you must:

1. Set up authentication.
2. Install the Glance Cobrowse Component from NPM.
3. Add the Glance Cobrowse Component to the Flex interface.
4. Install Flex WebChat and add Glance.
5. (Optional) Enable Glance Agent Video.

## Set Up Authentication

In order to connect to Glance from Flex, you need to set up authentication. Glance uses the same user ID from the identity provider to call a [Twilio Function](/docs/serverless/functions-assets/functions) to authenticate into Glance.

### Prerequisites \[#prerequisites-2]

* You have configured SSO with an identity provider (such as [Okta](/docs/flex/admin-guide/setup/sso-configuration/okta)) for Flex.
* You have a Glance Admin account.
* If you are setting up Glance Cobrowse for multiple agents, each agent has a Glance Account.
* You have set the Partner User ID (PUID) field in Glance to match the user ID in your identity provider. To set your user ID:
  * Log in to your [Glance account](https://www.glance.net/login/default.aspx).
  * Go to **Portal** > **Edit Users**.
  * For **Parter UID**, enter the user ID from your identity provider.

    ![My Glance Account.](https://docs-resources.prod.twilio.com/468898ef43d47c8a7257444f0d9583fc935caa55023e08a9cdf7b7a5d3d6996d.png)
  * Select **Update User**.

To set up authentication:

1. From the Twilio Console > **Functions** > **Services**, select **Create Service.**
2. Enter a **Service Name** then select **Next**.\
   For example: `yourcompanyname-glance`. **Note:** Remember this Service Name to use it later when adding the Glance Cobrowse Component to Flex.
3. Select **Add+** > **Add Function**.\
   A new field appears.
4. Remove the default name `/path_1` and input `getloginkey`. Click enter to generate the function.
5. Click the drop-down next to **Protected** to set the visibility to **Public**.
6. In the text editor on the right, paste the code below then select **Save**.

   ```javascript
   const TokenValidator = require('twilio-flex-token-validator').functionValidator;

   exports.handler = TokenValidator(function(context, event, callback) {
      const response = new Twilio.Response();

      response.appendHeader('Access-Control-Allow-Origin', '*');
      response.appendHeader('Access-Control-Allow-Methods', 'GET', 'POST');
      response.appendHeader('Access-Control-Allow-Headers', 'Content-Type');
      response.appendHeader('Content-Type', 'application/json');

      try {
          const version = 1;
          const expires = (Math.round((new Date()).valueOf() / 1000)) + parseInt(context.GLANCE_EXPIRATION, 10);
          const keystring = context.GLANCE_GROUP_ID + event.partneruserid + version + expires;
          const CryptoJS = require('crypto-js');
          const hmac = CryptoJS.HmacSHA256(keystring, context.GLANCE_API_KEY);
          const hmacb64 = hmac.toString(CryptoJS.enc.Base64)
          const loginkey = "$" + version + "$" + expires + "$" + hmacb64.substr(0, 43).replace(/\+/g, '-').replace(/\//g, '_');

          response.setBody({
              'loginKey': loginkey,
              'groupId': context.GLANCE_GROUP_ID,
              'expiration': expires,
              'apiKey': context.GLANCE_API_KEY
          });

          response.setStatusCode(200);
          callback(null, response);
      } catch(error) {
          response.setStatusCode(404);
          callback(null, response);
      }

   });
   ```
7. In **Settings >** **Environment Variables**, add the following Environment Variables:

   * Add `GLANCE_API_KEY` and set the value to your Glance API Key. To find your Glance API Key, log in to your Glance account. Go to **Settings** > **API Key**.
   * Add `GLANCE_EXPIRATION` and set the value to a length of time (in seconds) when you want the session to expire. We recommend `3600`
   * Add `GLANCE_GROUP_ID` and set the value to the Glance group ID for your company. **Note:** The Glance group ID is a unique ID assigned to your company by Glance. You can find this in the Glance portal in the top-right corner of every page.
8. In **Settings > Dependencies**, add the following dependencies without a version number:

   * `twilio-flex-token-validator`
   * `crypto-js`
9. Select **Deploy All**.

## Install the Glance Cobrowse Component from NPM

You must add the Glance Cobrowse Component to either an existing or a new [Flex Plugin](/docs/flex/developer/ui-and-plugins). In your terminal, run:

```bash
npm install @glance-networks/twilio-flex-component
```

If you are using Yarn, run the following instead:

```bash
yarn add @glance-networks/twilio-flex-component
```

For more information, see the [ReadMe](https://www.npmjs.com/package/@glance-networks/twilio-flex-component).

## Add the Glance Cobrowse Component to Flex

After installing the Glance Cobrowse Component, choose where you want the button to display inside Flex. Learn how to customize [Flex UI Components](/docs/flex/developer/ui/components#content-property-and-add--replace--remove-methods).

Import the component inside your Flex project. In *glanceplugin.js* (**note:** the name of the plugin is autocreated when you make the file) or *.jtx* file, add the following to the first line:

```javascript
import {TwilioFlexGlance} from @glance-networks/twilio-flex-component
```

Example of the Glance Cobrowse Component inside the task canvas header:

```javascript
flex.TaskCanvasHeader.Content.add(
   <TwilioFlexGlance
      key={[yourkey]}
      groupid={[yourgroupid]}
      authurl={[yourauthurl]}
      authtoken={flex.Manager.getInstance().user.token}
      openlocation={'tab|window|flex'}
      presence={true}
      glancebaseurl={'beta|staging|production'}
      puid={flex.Manager.getInstance().user.identity}
      debugmode={true|false}
   />, {options}
);
```

Example of the Glance Component inside the CRM Container:

**Note**: If you are opening sessions inside the iframe, you must use the CRM Container. You should not use this option if you need this panel for other content, as it will fill the contents of the entire panel with the Glance Cobrowse session.

```javascript
flex.CRMContainer.Content.replace(
   <TwilioFlexGlance
      key={[yourkey]}
      groupid={[yourgroupid]}
      authurl={[yourauthurl]}
      authtoken={flex.Manager.getInstance().user.token}
      openlocation={'tab|window|flex'}
      presence={true}
      glancebaseurl={'beta|staging|production'}
      puid={flex.Manager.getInstance().user.identity}
      debugmode={true|false}
   />, {options}
);
```

**Important**: In the cases above, [AgentDesktopView.Panel2](/docs/flex/developer/ui/components#agentdesktopviewpanel2) is open or closed depending on how you set the default properties.

The following table describes the properties inside the component:

| **Property**    | **Type** | **Definition**                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| --------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `key`           | string   | Required. [React component key](https://reactjs.org/docs/lists-and-keys.html#keys). User-defined unique string.                                                                                                                                                                                                                                                                                                                                                              |
| `groupid`       | integer  | Required. Enter your Glance Group ID (unique ID assigned to your company by Glance).                                                                                                                                                                                                                                                                                                                                                                                         |
| `authurl`       | string   | Required. Enter the URL to your login key function. This is the function you created above in the "Set Up Authentication" section: `https://YOURCOMPANYNAME-glance-####/getloginkey`                                                                                                                                                                                                                                                                                         |
| `opentype`      | string   | Optional. If undefined, defaults to flex. Accepted values are:<br /><ul><li>`window`: opens agent viewer in new browser window</li><li>`tab`: opens agent viewer in new tab</li><li>`flex`: opens agent viewer inside the Flex interface</li></ul><br />**Note:** Selecting flex or leaving undefined takes over AgentDesktopView.Panel2. If you are already customizing this component in your Flex implementation, it is suggested that you set opentype to window or tab. |
| `presence`      | Boolean  | Optional. Determines if presence is enabled. If undefined, presence is set to off. If you are implementing Glance with Flex WebChat, you must set presence to true.<br /><ul><li>`true` = presence on</li><li>`false` = presence off</li></ul>                                                                                                                                                                                                                               |
| `glancebaseurl` | string   | Required. Determines which Glance environment servers the session points to. Set to production unless explicitly directed otherwise by Glance Customer Success.<br /><ul><li>`staging`: points to Glance's staging servers</li><li>`beta`: points to Glance's beta servers</li><li>`production`: points to Glance's production servers</li></ul>                                                                                                                             |
| `puid`          |          | Required. Set to: `{flex.Manager.getInstance().user.identity}`                                                                                                                                                                                                                                                                                                                                                                                                               |

## Install Flex WebChat and Add Glance

You must consume Flex WebChat from the CDN. Glance does not have a NPM package, which is necessary if deploying in a React application.

1. Install [Flex WebChat](/docs/flex/developer/messaging/webchat/setup#option-1).
2. The following code example contains Flex WebChat and Glance Presence functionality. Update the code with your Account SID and Flex Flow SID:

   ```javascript
   <script>
     const appConfig = {
       accountSid: "[YOUR_TWILIO_ACCOUNT_SID]",
       flexFlowSid: "[YOUR_FLEX_FLOW_SID]",
       context: {
         friendlyName: "[YOUR_FIRENDLY_NAME]",
       },
       startEngagementOnInit: true
     };
     let sessionid = undefined;

    Twilio.FlexWebChat.createWebChat(appConfig)
       .then(webchat => {
           const { manager } = webchat;

           Twilio.FlexWebChat.Actions.on("afterSendMessage", () => {
             const {channelSid} = manager.store.getState().flex.session;
             if (!sessionid || sessionid !== channelSid) {
              manager
               .chatClient.getChannelBySid(channelSid)
               .then(channel => {
                let visitor = new GLANCE.Presence.Visitor({
                 groupid: document.getElementById("glance-cobrowse").getAttribute("data-groupid"),
                 visitorid: channel.sid
                });
                visitor.onerror = function (e) {
                 console.log("presence error:", e);
                };
                visitor.presence({
                 onsuccess: function () {
                  console.log("presence success");
                 }
                });
                visitor.onsignal = function (msg) {
                 console.log("received signal:", msg);
                };
                visitor.connect();

               });
              sessionid = channelSid;
             }
            });

            webchat.init();

           });
   </script>
   ```
3. Set up a [Flow](https://www.twilio.com/console/studio/flows) for Flex WebChat:

   * From the Twilio Console > **Studio** > **Manage** **Flows**, select **Webchat Flow**.
   * In the **Widget Library** > **Flow Control**, select and drag **Set Variables** onto the canvas. Click the widget to edit.
   * Click the plus sign on the right side of Variables.
   * For **Key**, input `glance_visitor_id`.
   * For **Value**, input `{{trigger.message.ChannelSid}}`.
   * **Save** the variable.
   * **Save** the widget.
   * Wire the widget to the **Incoming Message** **Trigger**.
   * In the **Widget Library** > **Connect Other Products**, select and drag **Send to Flex** onto the canvas. Click the widget to edit.
   * For **Workflow**, select **Assign to Anyone**.
   * For **Channel**, select **Programmable Chat**.
   * For **Attributes**, input `{"name": "{{trigger.message.ChannelAttributes.from}}", "channelType": "{{trigger.message.ChannelAttributes.channel_type}}", "channelSid": "{{trigger.message.ChannelSid}}", "glance_visitor_id": "{{flow.variables.glance_visitor_id}}"}`
   * **Save** the widget.
   * Wire the widget to the **Set Variable Widget** that you just created.
   * Select **Publish**.

     ![Studio Flow for Glance.](https://docs-resources.prod.twilio.com/1d738b3984d69a3acf3d14aefde0da297c54774714ccee4457923a03880a9860.png)

### Modify the Position of the Glance Cobrowse Button

You may want to move the location of the Glance Cobrowse button on your website so that it does not interfere with Flex WebChat.

1. Log in to your [**Glance Account**](https://www.glance.net/login/default.aspx).
2. Go to **Settings** > **Button Customization** and add the following CSS under the **Custom CSS section**:

   ```css
   #glance_cobrowse_btn{
      left: 20px !important;
      right: auto !important;
   }
   ```

## Enable Video

Personalizing a Glance Cobrowse session with Glance Video lets your agents build trust, confidence, and credibility with customers. You can enable either one-way agent video, or multi-way video where the customer will be prompted to optionally share their video during the session.

1. Log in to your [Glance account](https://www.glance.net/login/default.aspx).
2. From **Settings**, select one of the following options depending on the video experience you want:

   * Add one-way video during screenshare or cobrowse sessions
   * Add multi-participant video during cobrowse sessions

Once enabled, Glance Video starts with the Glance Cobrowse session. To pause Glance Video, click the **Video** button in the agent viewer.

> \[!NOTE]
>
> For more information on Glance Cobrowse sessions, see the [Glance Cobrowse Guide](https://help.glance.net/glance-cobrowse/getting-started/).
