Glance is designed to integrate seamlessly into your existing tech stack, whether you are using a major CRM, a CCaaS platform, or a custom workplace solution. Integrating Glance directly into your system of record centralizes your support workflows and reduces agent friction.
By leveraging presence detection, agents can instantly join a logged-in customer's session without relying on manual session codes. Administrators can also configure proactive Cobrowse sessions triggered by business intelligence data, routing rules, AI signals, or specific customer preferences.
Integrations can be configured to automatically synchronize session data. Each Glance interaction is logged as an activity directly within your integrated system, providing immediate visibility into key performance indicators (KPIs) and organizational usage metrics.
User-facing integrations
You have several choices for integrating Glance seamlessly with your user-facing systems. You can:
- Configure Glance to integrate with:
- Configure our products for seamless integration with your organization's IT infrastructure. To achieve this, you may utilize the following options:
- Service Target URLs (STUs) - hyperlinks to give your users quick access to Glance.
- Login Keys - a way to use an API key to authorize your users.
Single Sign-On
You can set up single sign-on to Glance for your users. Glance works as a SAML Service Provider (also known as a Federation Services Relying Party when integrating with Microsoft Windows Active Directory).
Glance offers two embed options for Identity Provider login: you can either embed the login page directly, or open it in a pop-up window to handle the initial login. Glance Customer Success will work with you to configure the option that works best for you.
User Account Provisioning
To manage your Glance user accounts you can integrate Glance's APIs into your back-end systems. You can provision (i.e., create and delete Glance accounts) for your users. To do this:
- Use our user provisioning API.
- Use the autoprovisioning capability (also known as just-in-time provisioning) of Glance's SAML Service Provider implementation.
Data and Analytics
The Customer Records Retriever (CRR) is a public-facing HTTP interface for Glance customers to retrieve data related to their product activity. Refer to this page for detailed information.
Glance partners with your integrations team to deliver a seamless transition into your website, CCaaS, or CRM. Many of our customers get started with the Browser Agent SDK and are supported every step of the way by our dedicated Developer Experience (DevEx) team to ensure success.
Glance has a proven track record of integrating with industry-leading platforms, including:
- Salesforce
- Amazon Connect
- Microsoft Dynamics
- Five9
- Twilio Flex
- Genesys