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Co-browsing for Salesforce by Unblu

Secured, side-by-side assistance for your customers

Overview

With over 170 co-browsing and digital communication channel implementations, Unblu is a proven leader in enabling real-time collaboration in both support and sales use cases with customers and prospects.

See How Co-browsing for Salesforce by Unblu Works

Boost agent productivity and customer satisfaction by augmenting Salesforce chat and phone call with co-browsing - provide your agents with important visual context to guide your customers on your website, mobile app, or documents. No downloads required.
Seamless integration ensuring your agent's 360 degree view of the customers - launch a co-browsing or voice/video call on the relevant Salesforce pages and synchronize all interactions and recordings (if needed) into Salesforce for future reference.
We have the experience - 100% focus on financial services with 170+ implementation in financial institutions. Highly secured - Financial service-grade security and data protection; ISO 27001 and SOC2 Type2 certified.

The integration builds upon customer journeys that have been initiated within a Salesforce chat or phone call. With the Unblu app, the agent has the option to escalate the interaction to a Co-Browsing session accompanied by video or voice support if necessary, without leaving the current platform. WHAT CAN BE CO-BROWSED? * Public website or secure customer portal Helping customers to find the right product, guiding them through performing transactions online, or as simple as helping them to reset a password or update an address. * Mobile application, iOS or Android All the benefits of co-browsing in a mobile environment for the most convenient experience on the go. * Documents such as PDF forms, agreements View the same document together, highlighting or editing sections simultaneously. * Third-party websites Co-Browse external websites to carry out joint research, featuring highlighting and other collaboration tools. WHICH DATA IS SYNCHRONIZED INTO SALESFORCE? All data pertaining to the co-browsing session or voice/video call - such as timestamps, participants, URL of pages navigated, customer rating (if needed), and links to recordings (if needed).