Universal Co-browsing
Universal Co-browsing enables users to securely navigate any website together in real time, without downloads.
What you need to know about Universal Co-browsing
Universal Co-browsing
Universal Co-browsing redefines how people engage and solve problems together online. In the realm of digital support and collaboration, it means users and agents can interact with any website in real time—securely and seamlessly. Unlike traditional co-browsing tools that are often limited to specific platforms, Surfly’s Universal Co-browsing offers complete flexibility without compromising privacy, speed, or user experience.
Why It Matters
- Broader Application: Traditional co-browsing is often confined to custom-built environments or embedded apps. “Universal” means Surfly works across any website—government portals, third-party banking tools, e-commerce platforms, or legacy systems—making it ideal for support teams that can't control where customers go online.
- Security Without Sacrifice: In industries like finance, healthcare, and legal services, exposing sensitive data—even to support agents—is not an option. Surfly’s proxy-based architecture ensures that private information is masked from view while still enabling full page interactivity.
- Real-World Use Cases: A financial advisor walking a client through a loan application. A healthcare provider guiding a patient through an insurance claim. A support agent helping a user navigate a third-party dashboard. All without screen sharing or risking data exposure.
- Simple Yet Powerful: Think of it like a virtual co-pilot. The customer stays in control, but the agent can highlight, guide, and collaborate live—just like being in the same room, but online. No downloads, no technical hurdles, just instant, secure connection.
The importance of Universal Co-browsing
Understanding Universal Co-browsing
It helps buyers see how they can deliver secure, real-time support across any website—reducing effort for both agents and customers. It’s especially valuable in high-stakes journeys where users need guidance but expect privacy, like applying for loans or comparing insurance plans. For UX and service leaders, it means fewer drop-offs, faster resolutions, and more trusted digital interactions. For stakeholders, it’s a scalable way to offer humanized, compliant assistance—without code changes, app installs, or data exposure.
How Universal Co-browsing relates to Surfly
A small business owner visits a financial services platform to explore loan options but struggles to understand the eligibility criteria across multiple partner sites. Rather than guiding them through a long call or asking for screenshots, a support agent launches a Universal Co-browsing session via Surfly. Instantly, they’re viewing the same third-party loan comparison page, securely and without any downloads. The agent highlights important sections, clarifies terms, and helps the customer navigate the application—without accessing login credentials or private data. This real-time, compliant interaction leads to a confident decision, a completed application, and a standout support experience.
Frequently asked questions about Universal Co-browsing
We’ve compiled answers to the most frequently asked questions about
Universal Co-browsing
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Traditional co-browsing often requires specific integrations, works only within certain apps, or can expose sensitive data. Universal Co-browsing, like Surfly’s, works instantly across any website without downloads or code changes, and uses a proxy-based system to mask private information—making it far more secure and flexible.
Surfly uses a proxy-based architecture that only shares the visual layer of the webpage, never exposing sensitive personal data or login credentials. Agents can guide and interact with the user’s screen in real time but cannot see or capture confidential information, ensuring compliance with data protection regulations.