Glance Guided CX

1. Customer initiates account opening process on the bank's website.

2. Customer encounters difficulty and requests assistance.

3. Agent launches a cobrowsing session with the customer.

4. Agent guides the customer through the form, providing real-time assistance and answering questions.

5. Customer successfully completes the account opening process.

1. Patient receives an invitation to access the patient portal.

2. Patient encounters difficulty navigating the portal and contacts support.

3. Agent initiates a cobrowsing session with the patient.

4. Agent guides the patient through the portal, explaining key features and answering questions.

5. Patient gains a better understanding of their treatment plan and can access necessary resources.

1. Customer initiates an insurance claim online.

2. Customer encounters difficulty gathering the required documentation.

3. Agent launches a cobrowsing session with the customer.

4. Agent guides the customer on where to find the necessary documents and helps them upload them to the claim form.

5. The claim is processed faster due to complete and accurate documentation.

1. Customer browses an online retail store.

2. Customer appears to be struggling to find a specific item.

3. Agent initiates a cobrowsing session and offers personalized recommendations.

4. Agent guides the customer through the product catalog and helps them find the perfect item.

5. Customer completes the purchase with confidence.

1. New user logs into the SaaS platform for the first time.

2. User struggles to understand the software's features and functionality.

3. Agent launches a cobrowsing session with the user.

4. Agent guides the user through the software, explaining key features and providing hands-on assistance.

5. User successfully completes the onboarding process and begins actively using the software.