Zoom Cobrowse SDK - Web Development

Background reference for collaborative browsing on the web with Zoom Cobrowse SDK. Use this after the support workflow is clear and you need implementation detail.

Official Documentation: https://developers.zoom.us/docs/cobrowse-sdk/
API Reference: https://marketplacefront.zoom.us/sdk/cobrowse/
Quickstart Repository: https://github.com/zoom/CobrowseSDK-Quickstart
Auth Endpoint Sample: https://github.com/zoom/cobrowsesdk-auth-endpoint-sample

Quick Links

New to Cobrowse SDK? Follow this path:

1. Get Started Guide - Complete setup from credentials to first session
2. Session Lifecycle - Understanding customer and agent flows
3. JWT Authentication - Token generation and security
4. Customer Integration - Integrate SDK into your website
5. Agent Integration - Set up agent portal (iframe or npm)

Core Concepts:

• Two Roles Pattern - Customer vs Agent architecture
• Session Lifecycle - PIN generation, connection, reconnection
• JWT Authentication - SDK Key vs API Key, role_type, claims
• Distribution Methods - CDN vs npm (BYOP)

Features:

• Annotation Tools - Drawing, highlighting, pointer tools
• Privacy Masking - Hide sensitive fields from agents
• Remote Assist - Agent can scroll customer's page
• Multi-Tab Persistence - Session continues across tabs
• BYOP Mode - Bring Your Own PIN with npm integration

Troubleshooting:

• Common Issues - Quick diagnostics and solutions
• Error Codes - Complete error reference
• CORS and CSP - Cross-origin and security policy configuration
• Browser Compatibility - Supported browsers and limitations
• 5-Minute Runbook - Fast preflight checks before deep debugging

Reference:

• API Reference - Complete SDK methods and events
• Settings Reference - All initialization settings
• Integrated Index - see the section below in this file

SDK Overview

The Zoom Cobrowse SDK is a JavaScript library that provides:

• Real-Time Co-Browsing: Agent sees customer's browser activity live
• PIN-Based Sessions: Secure 6-digit PIN for customer-to-agent connection
• Annotation Tools: Drawing, highlighting, vanishing pen, rectangle, color picker
• Privacy Masking: CSS selector-based masking of sensitive form fields
• Remote Assist: Agent can scroll customer's page (with consent)
• Multi-Tab Persistence: Session continues when customer opens new tabs
• Auto-Reconnection: Session recovers from page refresh (2-minute window)
• Session Events: Real-time events for session state changes
• HTTPS Required: Secure connections (HTTP only works on loopback/local development hosts)
• No Plugins: Pure JavaScript, no browser extensions needed

Two Roles Architecture

Cobrowse has two distinct roles, each with different integration patterns:

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