1
Customer Requests Help
They click "Share my screen" in the chat widget — or the agent sends a co-browse invite link.
2
Instant Connection
No downloads, no plugins, no app switching. Works in Chrome, Safari, Firefox, Edge — including mobile.
3
Agent Sees Their Screen
The agent sees exactly what the customer sees — same page, same form fields, same errors. In real time.
4
Guide & Resolve
Draw circles, highlight fields, point at buttons. The customer sees the agent's annotations live on their screen.
5
Session Ends Cleanly
Customer clicks "End session" at any time. All PII masking stays active throughout. Session is logged for QA.
