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Co-browsing

We always felt chatbots might get a little claustrophobic stuck in that little text box in the bottom right corner. Co-browsing sets Copilot free.

In all seriousness, restricting Copilot to text prevents it from being maximally helpful. Imagine a human helper. You're asking them a question. Instead of giving you a wordy answer, they say: "here, let me just show you it'll be faster". And they take over the mouse and show you how to do the thing you asked about. In the interface that was built for that purpose.

Co-browsing is the robot equivalent to this scenario. It allows Copilot to "enter" the interface and show the user around.

Read on to learn how this magic works.

Setting up co-browsing​

Co-browsing works like this:

  1. Identify situations where you think a user might benefit from a guided tour
  2. Create a nudge tour for those scenarios.
  3. Turn on "Suggest in Copilot" for the nudge tour. After doing this, you'll be prompted to give a natural language description of when Copilot should use the nudge tour.

That's it. Now, Copilot will use your instructions to suggest the user trigger a walkthrough when it deems it a good idea. And when the user triggers the tour, Copilot will walk them through it, like this.

Note that co-browsing only works when the first step of a nudge uses the Pin formfactor.