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Glance Cobrowse

Instant cobrowse at the moment of AI-to-human agent handoffs

Overview

Glance empowers customer-facing teams with in-the-moment collaboration inside Salesforce. Instantly launch cobrowsing, screen sharing, video, and more to guide customers, resolve issues faster, and drive better business outcomes—seamlessly and securely.

See How Glance Cobrowse Works

Tap in to signals from Agentforce (complexity, interaction value, customer profile) to auto-start Glance when AI hands off to a human agent.
Launch Glance from any Salesforce object in Service, Sales, Experience, Industry Clouds, or Chat to instantly connect with customers in apps, portals, or websites.
Cobrowse on websites to highlight, gesture, scroll, and guide across content, PDFs, and domains. Mask or redact sensitive data, fields, elements, or pages.
Advanced cobrowsing supports secure document sharing, multi-user sessions, seamless screen sharing, and video.
Cobrowse in mobile apps to highlight, gesture, add video, and mask sensitive fields, elements, or screens.
Let customers live stream from their mobile camera for real-time context and support.
Glance meets strict data privacy and security standards, verified by highly-regulated Fortune 500 companies.
Glance scales reliably during critical times like holiday shopping, open enrollment, and tax season, without loss in quality.
Use for consultative sales, onboarding, training, support, advisory services, and personalized assistance.

A top five bank in the U.S. assists an estimated 1 in 4 customers in completing various online transactions, such as opening accounts, depositing checks, applying for loans, and more, across multiple domains on both desktops and mobile devices. A top wealth management company advises over 50 million individuals with financial planning, advice, and educational resources, guiding them during mobile app and website interactions on how to make their goals a reality. A top health insurance provider with 2.5 million members enables direct employees and third-party approved brokers to guide the shopping experience and enrollment process for individuals new to Medicare. A leading financial services software provider offers live CPAs on demand from within their tax preparation and bookkeeping software, resulting in a $1B+ product services offering. A leading restaurant point-of-sale solution provider delivers remote onboarding, training, device troubleshooting, and support, resulting in faster time to value, lower support expenses, and 20% higher CSAT ratings.