Cobrowse

Cobrowse in Zoho Assist allows you to view and interact securely with your customer’s web browser in real time. With this feature, you can guide customers through forms, troubleshoot issues, and offer hands-on support directly on the customer’s screen, without needing full remote access to their entire device.

Using Cobrowse, you can:

• Guide customers through complex processes step by step.

• Avoid confusion by seeing exactly what the customer sees.

• Improve customer experience with quick, interactive help/support.

• Ensure privacy by masking sensitive information during the session.

Zoho Assist’s Cobrowse feature comes with several tools to help you deliver secure and effective live support:

• Secure Access

You can use the unique session key generated to invite customers to a cobrowse session securely.

• Customizable Widget

Embed a cobrowse widget on your website so customers can easily join a session by entering their session key.

• Interactive Browser Support

View and interact with the customer’s browser screen in real time to resolve issues quickly.

• Request Control

Technicians can request control access from the customer when you need to interact directly with their browser. The customer must approve your request before you can take control.

• Masking Sensitive Data

Protect customer privacy by blacklisting sensitive data fields (like passwords or payment details) from being visible during a session.

• Session Reports

Access detailed cobrowse session reports for future audits, tracking, or record-keeping whenever needed.