Co-browsing and video chat integration with Zendesk Chat and Support

Surfly & Zendesk

Advise, collaborate and troubleshoot directly from within Zendesk. 

Upgrade and personalise any conversation in Zendesk Chat or Support with video chat and co-browsing functionality from Surfly.

Collaborative, face to face sessions directly from Zendesk. Elevate an ongoing chat at the press of a button and give customers the ability to video chat and co-browse with ease. No software to download, just out-of-the-box functionality. Make it simple for agents to connect with customers and co-browse to advise, troubleshoot, or find an answer together.

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Surfly and ZD

Effortless co-browsing straight from Zendesk Chat / Support.

Send an invitation to co-browse from within Zendesk agent desktop and start sharing screens immediately.

With agent/customer chat layered over the top of the browser window for a seamless co-browsing interaction, conversations can continue whilst agents show customers exactly where to go/what to do to resolve their issues. Using the panels within Zendesk, agents can conveniently chat and co-browse at the same time, delivering real-time contextual insights and providing visual and intuitive guidance.

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Start, Sell and Sign

With a built-in Document Editor and E-signing capability, agents and customers can edit and annotate documents, e-sign remotely, and download finished PDFs – all in the same session – and with no software to install, it’s a lot easier to build trust.

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Cobrowsing

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Watch your NPS and CSAT climb

Make it simple and easy for agents to deliver engaging experiences and build relationships with customers. Surfly's co-browsing and video chat functionality means two way collaboration, sharing control of browser sessions, and signing documents in real time is a cinch.

Give customers service that is personal and memorable, and exceed their expectations with co-browsing functionality.


Upgrade any conversation, instantly.

With Surfly and Zendesk, agents can upgrade chat, email, or phone conversations to fully collaborative face to face sessions at the touch of a button.

With no software to download, it's easy for agents to connect with customers face to face and start a co-browsing session to advise, troubleshoot, or find an answer. This is more than just screen-sharing - stream events, not pixels, and deliver smooth, seamless experiences that truly feel like agents and customers are sat side by side.  

 

Keep actions accountable

With detailed audit logs, retain full insight into everything that happened in a session – all documented and time stamped. Keep control of permissions associated with specific actions, so you can determine who has access to what functionality.

The benefit of co-browsing vs screen-sharing is you only share the contents of a single browser window, meaning your customers can trust that whatever they have on their computers will stay private. With the ability to mask sensitive data like credit card and account numbers, you can rest easy knowing agents have no access to private information.

 

 


Get in touch to book a free consultation call and see Surfly & Zendesk in action.

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