Cobrowse for Salesforce
Cobrowse built for the power of Salesforce and Agentforce
Get the highest-rated cobrowse solution in the Salesforce AgentExchange, with the power of visually clear handoffs from Agentforce.
With Glance in Salesforce, you'll build deeper trust with your customers through instant cobrowse sessions – and instant visual clarity – at the moment of escalation from an AI agent to a human expert.
Unlock the power of AI-to-human escalations
Immediate visual clarity
Glance auto-starts at the moment of escalation, so that representatives join the customers' digital environment immediately. Customers still consent, but they never need to download, install, log in, or share personal information to join a Glance cobrowse session.
Human digital engagement
At the moment of an AI handoff, a friendly human face can make a huge difference. Glance video validates that customers are speaking with a real human expert. Representatives can invite customers to turn on their video, or even bring multiple people into the session.
Security-first
Show your commitment to security with customer consent to share, and field-level masking. Our patented, technology prevents sensitive data from leaving the customers’ browser or app, blocks it from representatives’ view, and prevents sharing of unapproved content. SSO and SAML is included in the Glance for Salesforce package.
Measure the impact
Glance automatically records metadata for every Glance session launched from Salesforce and associates the session records with the Salesforce object. Glance session data can be used in any report within Salesforce, or exported to external BI and reporting tools. This metadata helps you see how Glance improves case resolution, customer satisfaction, employee satisfaction, revenue, and more.
Glance for Salesforce
See how Glance powers human connection right from Salesforce.
CASE STUDIES
Brands transforming the customer experience with Guided CX
Explore how today’s top companies are leveraging the power of human connection to deliver standout customer experiences in their digital spaces.
Case Study
BCU puts credit union members first with Glance for SalesforceBCU, a member-focused credit union, enhanced its digital banking experience by integrating Glance Cobrowse directly into Salesforce.
Case Study
Truckstop.com delivers premium customer care with GlanceGlance removed friction from Truckstop.com’s agent and customer interactions, resulting in shorter service calls, better user training, and happier customers.
Case Study
MINDBODY lifted customer satisfaction & product adoption with Glance.Glance helped MINDBODY knock down barriers to communication between agents and customers.