Surfly

Step 1: Customer initiates the online banking enrollment process.

Step 2: Customer service agent initiates a Surfly co-browsing session.

Step 3: Agent guides the customer through each step of the enrollment form, providing real-time assistance.

Step 4: Agent uses masking to protect sensitive information like Social Security numbers.

Step 5: Customer successfully completes the enrollment process with the agent's help.

Step 1: Patient contacts the healthcare provider's support team.

Step 2: Support agent initiates a Surfly co-browsing session.

Step 3: Agent guides the patient through the insurance claim form, explaining each field and requirement.

Step 4: Agent uses redaction to protect sensitive medical information.

Step 5: Patient submits the completed claim form accurately and efficiently.

Step 1: Insurance agent starts policy configuration on the website.

Step 2: A product specialist initiates a Surfly session to assist.

Step 3: The specialist guides the agent through policy options and configurations.

Step 4: They collaborate to tailor the policy to the customer's specific needs.

Step 5: The agent completes the configuration accurately, ensuring customer satisfaction.

Step 1: User calls technical support for assistance with settings.

Step 2: A support engineer initiates a Surfly session.

Step 3: The engineer guides the user to the correct settings screen.

Step 4: They collaboratively adjust parameters for optimal performance.

Step 5: The user learns to manage the settings and improve their software experience.