How it works

A quick introduction to our co-browsing technology

Surfly lets you add universal co-browsing features to any website, platform, or app. It’s incredibly simple. All you need is two people with a browser. No plugins or downloads needed. And these collaborative experiences are available on any device. But that’s just the start, really.

Make support journeys better with collaboration

Phone calls, chatbots, emails and screen sharing tools offer limited collaboration. With Surfly’s instant co-browsing, you can join users digitally as if you’re there in person, exactly where they need your help. Agents can even open tabs with multiple websites and documents in a single session.

“Editing, highlighting, e-signing, adding floating video, transferring control are all beautiful features that work as they should. Clients can join without any installation and from any of their devices.”
Akshay Chauhan, Senior Enterprise Design Consultant

Help prospects buy complex products remotely

When people buy something complex and expensive online - say insurance or a new car - they need help. Surfly lets you jump in at any point of a digital buying journey to offer better, faster customer service and sell more.

“I like how easy it is to use and get started. Also the control-switching is easy. The user, i.e. a customer, is always in control. And the performance is great. Many features allow to really collaborate with customers and business partners.”
Urs Bolt, Product Manager Digital Banking
Getting started

Setting up Surfly is simpler than you could ever imagine

Surfly’s technology uses proprietary, advanced proxy technology which enables you to transform any web interaction without changing the original application. Here’s how:

01

Step 1

Step 1

Enter a URL to get started

You don’t have to make any changes to the target website in order to make it collaborative. Simply load the page, copy the resulting Surfly link and share it to start co-browsing with a user, customer or prospect.

02

Step 2

Step 2

Users join the session

Your users don’t need to download any plugins or set up anything themselves. You can even share the Surfly link with multiple users, who can all join the collaborative session, from any device they prefer.

03

Step 3

Step 3

Start co-browsing together

It’s as simple as that. The entire web interaction is now shared. You can mask certain fields in any style you’d like, annotate, toggle control between agent and user, add video and more. Rendered in the highest quality.

04

Step 4

Step 4

Or build your own workflows

Surfly integrates with popular chat widget providers like Intercom, Salesforce and others. Build co-browsing workflows that match your current setup. Let users start co-browsing sessions and join them exactly where they are.

Ease of use

“Surfly has allowed us to provide excellent customer service. The time an agent needs to guide the customer has reduced, and the efficiency and client satisfaction have increased significantly.”

Rahul Gupta

Assistant General Manager

,

Medikabazaar

Features

Create unique collaborative experiences from this feature set

You can use Surfly to configure so many different things when it comes to designing your unique collaborative user journeys. Here’s a highlight of our best features.

Collaboration

True universal co-browsing

Unlike other co-browsing solutions, Surfly works across the whole web, without needing any installation or setup.

Video call

Video calls enable multiple users to connect face-to-face and provide a personal touch.

E-signatures

Allow participants to sign contracts by creating a signature and dragging-and-dropping it into place. Fully compliant with XFDF standards.

Integration

Website or app integration

Stop relying on Zoom or Teams and add collaboration to your own website or application.

Security & Compliance

Audit logs

Keep a log of session events to monitor actions all while meeting relevant security and compliance standards.

Field and element masking

Field masking easily hides sensitive customer data in form fields through HTML tags. Or hide entire HTML elements through the CSS selector.

Frequently asked questions

We’ve compiled answers to the most frequently asked questions about our universal co-browsing technology below.

Can I integrate Surfly into my current technology?

Yes! Surfly is designed with integration in mind. We offer a range of options that will empower you to create exactly what you need. Find out more on the integrations overview page.

How does Surfly differ from embed-based co-browsing?

Embeddable tools work by adding a piece of JavaScript code to your web pages. Functionality added this way is limited and applies to the amended pages only. Our technology is fundamentally different - it works everywhere.

You can go anywhere with no reduction in features, no workarounds, and no change in experience. All of this can be achieved without adding a single line of code, with Surfly.

How does Surfly differ from pixel-based co-browsing?

Pixel based co-bowsing is essentially a video stream and therefore suffers all the latency problems that come with it. Video is also fixed - you can't change anything as it's streamed. Surfly shares web content - not pixels.

Surfly's univeral co-browsing is lightweight and rendered locally by each participant, giving a faster experience with way more control and countless of possibilities for creating collaborative journeys.

How does Surfly differ from screen sharing?

Screen sharing is powered by WebRTC, which is essentially a video stream. That's why screen sharing is the same thing as pixel based co-browsing, which is completely different from what Surfly offers.

Surfly differs both in its quality of actual the co-browsing experience as well as its ability to serve different use cases - Surfly offers vastly more possibilities.

Can I use webhooks on any Surfly pricing plan?

Surfly's webhooks and APIs are available to all customers. Read more about using webhooks with Surfly here.

What are Surfly’s options for server regions?

Surfly has servers located all over the world. You can pin your traffic to one or multiple regions to ensure all of your data in transit doesn't leave them. You can also opt to deploy Surfly on your own cloud servers, or even choose to deploy on-premise.

You can see all regions currently supported in our public cloud here. Every server location is available for use by all customers on our public cloud deployment.

Still have questions?

Our team of universal co-browsing experts is happy to answer any questions you might still have.

Augment all your digital products with collaborative features