Glance cobrowse

Collaborate securely on the same page as your customers – literally

Let representatives join a secure, shared browsing experience with customers, prospects, or partners while on websites, in account portals, or even within SaaS applications. Your human experts can guide issue resolution, consult on transactions, offer expertise and advice, give virtual training and onboarding, and more with Glance’s cobrowsing capabilities.

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The cobrowse solution chosen by Fortune 500 enterprises

Glance was a major pioneer in DOM-based, secure cobrowsing technology. We continue to be trusted by the world's largest and most security-conscious enterprises to power their human CX strategies. With a 394% ROI, it’s no wonder Glance is the preferred cobrowsing solution.

High-performance cobrowse functionality you expect

With full-fidelity views of what the customer is browsing on your website, in their account portals, or even within your SaaS product, representatives can see precisely what the customer is seeing, highlight page content and gesture, and even scroll on behalf of the customer to guide the conversation. Move between web content, PDFs, and company domains seamlessly. Sensitive data, fields, elements, or even pages can be masked or redacted from the representative's view to protect the customer’s privacy.

Advanced collaboration capabilities for exceptional customer experience

More than just cobrowsing, Glance brings a breadth of collaboration tools together to allow your representatives to help reach the customer’s goals during their in-the-moment digital journey. During a cobrowsing session, representatives can:

Share documents with customers and vice versa

Representatives of select roles can share, view, and navigate pre-loaded, pre-approved, and locally stored files with customers. They can also request a customer share files with them, and either party can download the shared files. This is perfect for statement reviews, e-signatures, or paperwork walkthroughs without introducing any friction during the interaction.

Humanize the interaction with video

Add live video to enhance guided CX interactions with powerful, face-to-face human collaboration. One-, two-, or multi-way video options make collaborating with Glance a rich experience. Our video capabilities leverage standard equipment already on devices and readily available.

Invite more people to the session

Sometimes, other people need to be involved in the interaction. Whether on the customer side – spouse, partner, caretaker, etc. – or the enterprise side – subject matter expert, department head, specialist, etc. – you can include the right people in the collaboration.

Escalate to screen sharing

Right from the cobrowsing session, your representatives can seamlessly switch modes to screen sharing their desktops, windows, or approved content. Representatives can also request that customers share their screens – with no downloads or installs required.

Offer limited form fill and navigation assistance

Customers can permit employees to have limited browser control to help them navigate, select elements, or securely fill in approved fields of web-based forms. Representatives can also navigate to pre-approved URLs to guide customers to where they need to be.

Ask customers to live stream their mobile camera

Invite customers to live stream their mobile device camera for ID verification, claims processing, equipment troubleshooting, installation guidance, and more, turning smartphones into sales and service accelerators. No app or download is required.

Easy for everyone to use – for real

We’re not just saying that. Glance leverages the systems, tools, processes, and communication channels you already have in place, including routing and escalations, making adding collaboration to your interactions easy. Representatives love how quick it is to start a Glance-powered collaboration from within their daily workspace, with the capabilities they need at their fingertips. Customers can use any browser or device, don't need to exchange a session key, and don’t need to download or install anything. That’s frictionless collaboration when you need it.

Fully customizable to your enterprise

Chances are high that you’ve actually experienced Glance and didn’t know it. Why? Because most of our enterprise customers configure our Guided CX capabilities to match their brand, design elements, UI, and UX. Our APIs and SDKs are often leveraged to embed Glance, making it an invisible differentiator in their human-based digital experiences. Glance is architected to allow you to easily customize it or work with our ready-made, "out-of-the-box" components to fast-track implementation.

Take advantage of intelligent connection with rules-based human engagement

Give your experts one less decision to make and improve your business efficiency. You can proactively start cobrowsing sessions when conditions are right by leveraging business intelligence, routing rules, AI signals, or even customer preferences. Not ready for that level of automation? That’s okay. You can still leverage our detection capabilities and signal for a representative to start Glance with just one click at their discretion.

The only enterprise-grade, portable cobrowsing solution

Changing CRMs or CCaaS providers? Separating the workspace (desktop) from other best-of-breed functionality? Have disparate or homegrown systems across multiple lines of businesses or sister companies? No problem. You can leverage Glance across any tech stack with our quick-start integration options or API and SDK libraries. Glance works exactly the same no matter where the interaction starts from, ensuring employees and customers have a consistent experience regardless of the underlying tech. Glance helps you future-proof your cobrowsing solution choice.

Need security and scale? We've got you covered.

Glance supports stringent data privacy and security standards, maintains annual compliance with ISO/IEC 27001 and SOC 2 Type 2, and is verified by our Fortune 500 customers, including Financial Services, Banking, and Insurance. Our Guided CX platform, which includes cobrowsing, is proven to scale without a decrease in quality during business-critical seasons such as holiday shopping, open enrollment, and U.S. tax filing. Visit our Trust Center for more information.

Proveable business impact with data the way you want it

Our easy-to-access APIs let you export Glance data into your BI or reporting tools to analyze the ROI of cobrowsing while assisting customers. Additionally, integrating Glance within your CRM, CCaaS, or custom systems allows you to combine interaction data with business data, enabling deeper and more meaningful business analysis to help you understand Glance's revenue impact and value-based operational efficiencies.