Connect with customers face-to-face and collaborate in a way that feels truly engaging and personal.
Improve your agent efficiency and customer experience, without changing your existing journeys.
Works on any device, instantly — no software to download and no code to add.
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Using Surfly’s remote collaboration solution, customers, agents, advisors, and CSRs can instantly connect and collaborate via their browsers. It’s a lot easier to build trust when there’s nothing to install.
Your agents can connect with customers face-to-face and upgrade ongoing ECE chat, email, or phone conversations with collaborative functionality.
Being able to see exactly what customers see in their browser window means getting real-time contextual insights and providing visual and intuitive guidance.
Watch your NPS and CSAT increase as your agents deliver engaging experiences using Surfly’s video chat and co-browsing functionality.
You can easily pass control of the browser session, fill forms, and sign documents in real time, enabling active two-way collaboration.
Guiding or onboarding your customers, navigating them through a complex document, or simply helping them sign-up becomes personal and memorable.
Surfly’s built-in Document Editor & E-signing turn your platform into a start-to-sign solution.
Agents and customers can edit and annotate documents, e-sign remotely, and download finished PDFs — all in the same session.
If an agent is helping a customer fill out a form or sign a document, having a record of who performed what action is crucial for reporting and compliance.
Surfly’s Co-browsing comes with detailed audit logs, so you always have full insight into everything that happened in a session.
You also have fine-grained control over permissions — if you wish, only the customer would be able perform key actions, i.e. pressing ‘Submit’ buttons, ticking boxes, or filling out credit card details.
A choppy, compressed, passive experience, vs a smooth, active experience in real-time, just watching vs. working together: this is the choice between screen sharing and co-browsing.
Our co-browsing technology streams events, not pixels, and doesn’t require much bandwidth to deliver smooth, seamless experiences that truly feel like sitting side-by-side.
See all Surfly advantages compared to screen sharing solutions ›
With screen sharing you share everything, whether you want or not. But when co-browsing, you are only viewing the contents of a single browser window. Your customers can trust that whatever else they have on their computers will stay private.
Surfly’s technology also allows you to mask sensitive data (like credit card and account numbers) that customers may need to fill in; agents have no access to any private customer information. Ever.
Learn what exactly makes every Surfly Session 100% secure and compliant ›
Surfly employs TLS 1.3 transport security, 256bit SSL encryption, full audit log features, and masking of sensitive data to ensure you stay secure and compliant in all your interactions. We are HIPAA, GDPR, ISO 27001, AICPA SOC, and PCI DSS compliant.
Personalized, human, and collaborative experience to shorten your sales cycle and drive more revenue.
Enable your sales team to deliver memorable sales experiences by securely connecting with customers or prospects. Inside a Surfly Session, they can video chat, co-browse the entire web, and edit and sign documents — just like they were sitting side-by-side.
Learn how leading companies use Surfly to boost remote selling ›
Empower your remote advisors to provide the white-glove treatment and deliver meaningful collaborative experiences.
Be it onboarding, finding the right product, or going through a complex document together — Surfly seamlessly adds a human touch to your digital journeys. The combination of co-browsing, video chat, and document editing allows to recreate the face-to-face meeting experience and enables active two-way collaboration, just like the advisor and customer were sitting side-by-side.
Learn how leading companies use Surfly to personalize advisory experiences ›
Human, visual, and collaborative support to increase NPS and FCR.
Enable your support team to instantly connect with customers, wherever they need you. Troubleshooting is visual and straightforward with Surfly’s co-browsing and video chat. It’s just like the agent and customer are sitting side-by-side.
Learn how leading companies transform their customer support with Surfly ›
Almost all other co-browsing solutions require you to place code on all pages that you want to be able to navigate together. But if parts of your customer journey take place outside of the “pre-coded” pages (e.g. on third-party sites you don’t have control over), then you can’t guide and help your customers from start to finish, and oftentimes it means losing them.
Learn what exactly makes our technology unique ›
This is exactly what makes Surfly different — our technology doesn’t require any adjustments to your pages or application. It offers you immediate time-to-value. Our co-browsing just works across the entire web, and does so out-of-the-box. Instead of bothering with complex code on all of your web pages just to make it work, you can focus on meaningful customer interactions, straight away.
Trusted by hundreds of companies and more than 200,000 users worldwide
