When adding or editing your Co-Browsing / Analytics module, the following can be configured:
Choose whether you want to save or not save recordings of your Co-Browsing sessions. Some countries require companies (esp. banks) to have every customer interaction documented for audit reasons.
Allow agents to join sessions
Mask user inputs
All inputs of users are masked. Password fields are masked in any case - regarding that no configuration needed. Masked for Xaleon means, that all characters are replaced with '*' and therefore unidentifiable for the agent.
Note: Agent-side masking with Xaleon actually means that data is excluded from data transmission. Excluded means, that the potential sensitive data will at no time be captured and transferred from the client side anywhere else. Further it needs to be emphasized on the fact, that the validation whether data is sensitive or not entirely happens on the client side, which again implicates that sensitive data will at no point be transferred.
Mask all digits.
All website content is masked. Every text field, input field - literally any type of content. Use "Mask Content" with Whitelisting to de-mask content where you are sure that it does not contian any PII (Personally Identifiable Information).
Store and show the IP address of visitors
Store and show the IP address of visitors. By default, Xaleon does not store any IP addresses (recommended). Please note, that the IP is considered as PII.
These options are found hidden under the 'Advanced' button at the bottom of this section.
Using HTML/CSS selectors you can select and mask content without needing to alter any your code.
|Blacklisting||Mask selected content.|
|Whitelisting||De-mask selected content. Best practice when handling lots of personal data and displaying it on your website - use "Mask Content" to mask everything and whitelist where you are sure that no PII is included.|
To mask certain CSS classes, use '.' + "your-css-class", to mask HTML e.g. add a 'p' (without apostrophes) for
Blacklisting options here function the same as those offered for agent-side blacklisting.
Elements blacklisted here are hidden from the customer but still transmitted and fully visible to the agent.
Note: For technical reasons, customer-side masking cannot completely hide content from customers. While for example blacklisted text cannot be visually seen, it can still be found if the customer inspects the site's HTML code.
Transfer only with XHR
When your infrastrucure, your setup is protected by a firewall that disables all WebSocket connections, you need to enable this option to make sure there's a constant connection between Xaleon and your website/platform. Typically, WebSockets are our preferred way of connection because they provide a faster connection - using XHR works fine though, too.
Shadow Dom Prefix
Keep session for different domains
In case you have a multi-domain page or use subdomains, we need you to specify those to ensure a continous Co-Browsing experience. If not configured, a Co-Browsing session will be disconnected through the page switch. In order for Xaleon to understand that a session continues on another domain or subdomain, we need you to specify.
Session Based Visitor ID
Xaleon will load resources (images, stylesheets) primarily from the Xaleon - DEV cache. This is useful to prevent Xaleon - DEV from requesting resources from your site.
Activate this option to enable WebGL canvas support.
Max transferred bytes
Enter the maximum number of bytes which can be transmitted after the session is restarted.
Note: Some options are only visible when Co-Browsing is activated.
Here you can activate Co-Browsing
Default Optin UI
The red marked configuration will add a widget to your page, that allows users to start a optin and Co-Browsing session.
Additional optin popup when Co-Browsing is started
When the function CV.cobrowse.start() is called, an additional popup is shown on the client side to confirm the Co-Browsing start.
Show joined agents in Co-Browsing view
At the top of the customers (visitors) view the count of joined agents is shown.
In this section you can configure how active your agents can be during a Co-Browsing session (in the Agent View). There are three complementary, but from each other independent options:
- Allow bidirectional interactions
Allow agents to guide and navigate customers. By activating this toggle-slider, agents will be able to scroll and click on behalf of the customer.
- Disable Drawing
By default, agents can give visual hints to customers with the drawing function. This can be disabled.
- Disable mouse
By default, agents can share their mouse cursor position with customers to guide them, but not click or scroll for them. This can be disabled.
Allow customers to share their session on your website with their peers. Provide customers with a Co-Browsing link they can share. For further configuration and implementation, take a look at our REST API Docs.
- Resources Tracks the loading time of your resources
- Failing requests: Tracks failing resources
You can track console.log/warn/error messages with Xaleon Analytics. Furthermore, you can select which priority level you want to track in the box on the right side.
You can enable this option to force Xaleon to fetch resources, like images and stylesheets, in advance and cache them. This can be very useful if your website changes often and you still want that your old recordings should work as expected.
Save recordings Save recordings of the user's session for replay
Here you can define conditions under which a session should not be recorded.
Country Do not save recordings when the customer is from a specific country
Browser Do not save recordings when the customer uses a specific browser
IP Do not save recordings when the customer IP has the specific prefix.
All Do not save any recordings.
Here you can define conditions under which a session should be recorded. If no whitelist rules are set, all sessions are recorded except those where a blacklist rule prohibits it.
Set the percentage of sessions which should be sampled
Here you can define your custom CSS classes for your custom errors. Those errors will be automatically detected and increase the WTF factor.
Loading times which exceed the Threshold will lower the Technical Index. The Threshold can be set between 0 and 10000ms.
Resource Load Time
Resources Loading Times which exceed the Threshold will lower the Technical Index. The Threshold can be set between 0 and 10000ms.
Here you can set how the Technical Index is weighted (the Technical Index can only have a weight in total of 100%) Weight can be distributed on:
- Page Load
The WTF Index can help you to spot unclear/unfunctional parts of your website. When a customer uses a specific function too much, then this will increase the WTF Index. The following Multipliers are used to calculate the wtf index:
- Click (user clicks on something)
- Devicerotation (on mobile)
- Form (user sends a form)
- Custom Errors
Here you can enable Form Analytics, which will help you to better analyze your forms. You can either define URLs to only track specific forms or leave the URLs area empty to track every form on each URL.