Collaboration layers

Collaboration layers allow your organization to engage with clients and prospects in more meaningful ways. Your relationship managers can review websites and documents with clients, conduct online audio and video calls, or give online presentations to groups of clients.

Each of these collaboration options can be configured to match your organization’s needs. The articles in this section give you the information you need.

Introduction to collaboration layers
Configuring and manipulating collaboration layers
Configuring the document collaboration layer
- Configuring native document collaboration
- Configuring server-based document collaboration layer
Configuring the universal co-browsing collaboration layer
Configuring the screen sharing collaboration layer
Configuring the whiteboard collaboration layer
Configuring the mobile co-apping collaboration layer
Conversation recording
Setting up screen sharing with LiveKit

Embedded co-browsing and the SecureFlow Manager (SFM)

Embedded co-browsing lets your agents see what a visitor sees on your website, in real time and with full context. You can control what’s shared, for example, by hiding sensitive page elements from agents.

Introduction to embedded co-browsing
Configuring the embedded co-browsing collaboration layer
Limitations of embedded co-browsing
HTML tainted canvas limitation
SecureFlow Manager usage
Managing restricted resources without the SecureFlow Manager
Dynamic snippet injection

Rendering Service

The Rendering Service is a component required for the universal co-browsing, server-based document collaboration, and conversation recording features in Unblu Spark. The articles below describe how to set it up.

Rendered co-browsing
Configuring the Rendering Service
Refresh behavior in universal co-browsing when migrating session